Jump to content

401(k) Plans

19,407 topics in this forum

  1. can we create a plan for 3 partners in 2019

    By thepensionmaven,
    • 8 replies
    • 913 views

  2. Partner matching contribution calculation

    By jsample,
    • 13 replies
    • 2.3k views

  3. timing of disclosure

    By Jim Bender,
    • 1 reply
    • 469 views

  4. Can create a 2020 SHS plan early December

    By BG5150,
    • 12 replies
    • 1.1k views

  5. Separate Plans Maintained by Members of a Controlled Group

    By Christopher Wilson,
    • 2 replies
    • 979 views

  6. spinoff in CG Safe Harbor plan situation

    By Belgarath,
    • 5 replies
    • 1.2k views

  7. Controlled Group & ASG

    By mromney,
    • 1 reply
    • 1k views

  8. Exclude some NHCE from discretionary match in SH plan

    By BG5150,
    • 9 replies
    • 2k views

  9. Is this match ok--controlled group, two plans

    By BG5150,
    • 6 replies
    • 810 views

  10. Improper distribution of Excess Contributions

    By SEllis,
    • 2 replies
    • 765 views
    • Bri
    • Bri

  11. Is this plan up a creek?

    By BG5150,
    • 10 replies
    • 1k views

  12. Deduction of 401k Contribution for Schedule C Employee

    By Pam S.,
    • 2 replies
    • 1.5k views

  13. UK Income

    By MGOAdmin,   
    • 1 reply
    • 688 views

  14. 401(k)/Profit Sharing & ERISA

    By Paul,
    • 3 replies
    • 2.4k views

  15. Auto Escalation and Flat Dollar Deferral Elections

    By EagerToKnow,   
    • 3 replies
    • 6.4k views

  16. eligibility using eligibility service

    By KevinMc,
    • 6 replies
    • 1.2k views

  17. failed adp test and statutory exclusions

    By Lou81,
    • 2 replies
    • 778 views

  18. Coupon loans? Why a bad idea?

    By BG5150,
    • 3 replies
    • 1.1k views

  19. ADP Testing

    By PFranckowiak,
    • 4 replies
    • 1.2k views

  20. Late contributions to 401k. Use DOL calculator for all contribution types?

    By Francis,
    • 22 replies
    • 8.2k views

  21. Plan Termination

    By KevinMc,
    • 6 replies
    • 2.1k views

  22. Deadline for profit sharing if short plan year follows

    By Mr401k,
    • 1 reply
    • 422 views

  23. Distributions from partially-vested accts--protected?

    By BG5150,
    • 3 replies
    • 834 views

  24. 3(16) Signing Plan Documents

    By austin3515,
    • 9 replies
    • 1.7k views

  25. Relius Documents - Spanish Notices

    By austin3515,
    • 4 replies
    • 919 views

  26. pooled accounts - separate for actives and terminees?

    By TPApril,
    • 15 replies
    • 1.5k views

  27. Late Contributions - Lost Earnings 3 Years in a Row

    By Vlad401k,
    • 2 replies
    • 591 views

  28. Terminated employee with undeposited match

    By S. Weekley,
    • 10 replies
    • 1.6k views
    • Bri
    • Bri

  29. Overlap between Auto election period and a Blackout period

    By Sidney,
    • 2 replies
    • 884 views

  30. Mid Year Increase to SH Match Formula

    By AJ North,
    • 1 reply
    • 577 views

  31. Mortgage as an investment

    By DDB BN,
    • 5 replies
    • 935 views

  32. match formula based on compensation bandwidths

    By WCC,
    • 5 replies
    • 1.5k views

  33. fiscal year and catchup

    By hileman,
    • 5 replies
    • 1.4k views

  34. Solo 401(k) Plan and related employer

    By Dougsbpc,
    • 4 replies
    • 1.2k views

  35. Safe harbor 3% non-elective contributions - "traditional" vs "QACA"

    By Combo Program Specialist,   
    • 3 replies
    • 1.8k views

  36. Tax deductible and plan termination with no eligible compensation

    By tghooper,
    • 3 replies
    • 741 views

  37. Investment direction as an allocation condition

    By Peter Gulia,
    • 27 replies
    • 2.3k views

  38. Top Heavy

    By Walter,
    • 7 replies
    • 1k views

  39. Auto Enroll w/Auto Escalate

    By Tracy Fedele,
    • 5 replies
    • 2.1k views

  40. Participant Loan - Cure Period

    By 52626,
    • 3 replies
    • 1.4k views

  41. Successor Plan Rule

    By K2,
    • 1 reply
    • 720 views

  42. Prevailing Wage and 401k

    By mjf06241972,
    • 6 replies
    • 6k views

  43. 414 Compensation testing

    By PFranckowiak,
    • 0 replies
    • 406 views

  44. Highly Compensated in NonProfit

    By coleboy,
    • 7 replies
    • 3.4k views

  45. Partial Correction of ADP Test

    By nancy,   
    • 1 reply
    • 681 views

  46. Cessation of participation by a participating employer

    By pensiongeek,
    • 2 replies
    • 719 views

  47. Missed Loan Payments

    By MGOAdmin,   
    • 0 replies
    • 514 views

  48. Never Offered to Participate in Safe Harbor 401K Plan by Employer

    By Lenny van den Hof,   
    • 14 replies
    • 2.7k views

  49. Form 1099-R not filed for deemed loan

    By DDB BN,
    • 5 replies
    • 1.5k views

  50. Safe Harbor Match maximum formula

    By Brian Gallagher,
    • 3 replies
    • 7.7k views
×
×
  • Create New...