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401(k) Plans

19,319 topics in this forum

  1. SMM For New Hardship Rules

    By austin3515,
    • 40 replies
    • 5.1k views

  2. Fringe Benefits Issues

    By erinak03,
    • 8 replies
    • 4.4k views

  3. "Effective Opportunity" to defer and new SH plan

    By QP_Guy,   
    • 7 replies
    • 1.7k views

  4. PEO spin-off to single employer plan

    By cathyw,
    • 3 replies
    • 4.1k views

  5. ACP Test - One-to-One Correction Method

    By KMMB,
    • 1 reply
    • 555 views

  6. Stock Purchase Question

    By Madison71,
    • 3 replies
    • 584 views

  7. Correcting a Late ACP Testing Failure

    By KMMB,
    • 0 replies
    • 374 views
    • KMMB
    • KMMB

  8. Short Question

    By Dougsbpc,
    • 4 replies
    • 849 views
    • Bri
    • Bri

  9. 401(k) subsequent events disclosure

    By Sara,
    • 1 reply
    • 989 views

  10. Plan Design - Using Staffing Company

    By PFranckowiak,
    • 3 replies
    • 2.4k views

  11. Who is counted as an NHCE

    By LHW,
    • 3 replies
    • 1.2k views

  12. safe harbor when business commmenced 7/1

    By thepensionmaven,
    • 4 replies
    • 774 views

  13. Safe Harbor Match on pre-tax and Roth deferrals

    By BG5150,
    • 11 replies
    • 1.7k views

  14. Control Group with a Safe Harbor and a Non-Safe Harbor Plan

    By Vlad401k,
    • 1 reply
    • 678 views

  15. Prevailing wage

    By Evelyn,
    • 4 replies
    • 996 views

  16. 457 and Catch-Up Contributions

    By MTWeeks,
    • 2 replies
    • 471 views

  17. SH starts mid year, what comp?

    By BG5150,
    • 11 replies
    • 2.5k views

  18. Benefits, rights and features testing

    By Barbara,   
    • 4 replies
    • 4.9k views

  19. In-service withdrawal before 59.5

    By CaitlinMarg,
    • 6 replies
    • 4.4k views

  20. Employer Matching Contributions in a Controlled Group

    By AmandaJ,
    • 1 reply
    • 432 views

  21. Solo 401k TPA working with an advisor

    By Jim White, CFP, EA,
    • 4 replies
    • 1.6k views

  22. Contingent Benefit Rule in Terminated Plan

    By EBECatty,
    • 1 reply
    • 462 views

  23. SH NEC contributions to PS plan

    By Cynchbeast,
    • 5 replies
    • 838 views

  24. 5330 line 3b

    By Lou81,
    • 3 replies
    • 946 views

  25. Underfunded safe harbor match

    By legort69,
    • 2 replies
    • 637 views

  26. Form 5558 - Incorrect Plan Name and Plan Number

    By CLE401kGuy,
    • 0 replies
    • 500 views

  27. Safe Harbor Match?

    By Dougsbpc,
    • 9 replies
    • 1k views

  28. RMDs for < 5% Owner still Working-401k Plan

    By ERISAGal,   
    • 21 replies
    • 2.4k views

  29. One person plan - unvested ER @bop

    By TPApril,
    • 6 replies
    • 747 views

  30. Severance pay and SH NEC

    By Cynchbeast,
    • 1 reply
    • 651 views

  31. QDIA notice - who is responsible ?

    By Ford74,
    • 3 replies
    • 1.7k views

  32. Exclude NHCE that are currently eligible

    By justanotheradmin,
    • 11 replies
    • 2.1k views

  33. SH top heavy pass

    By pmacduff,
    • 1 reply
    • 539 views

  34. Deemed 401K Loan

    By 401kchallenged,
    • 3 replies
    • 871 views

  35. Post-severance compensation

    By Belgarath,
    • 3 replies
    • 1.9k views

  36. IRS Audit- Power of Attorney

    By coleboy,
    • 6 replies
    • 1.7k views

  37. Control Group Safe Harbor Plan with two different safe harbor contributions

    By lcollins300,   
    • 3 replies
    • 964 views

  38. Controlled Group, multiple plans, controlled group status never reviewed

    By WCC,
    • 6 replies
    • 1.9k views

  39. 1099 IC

    By ratherbereading,
    • 16 replies
    • 1.6k views

  40. Non-Profits and New Comparability - Free Choice?

    By ldr,   
    • 5 replies
    • 744 views

  41. No more suspension for h'ship withdrawals--question

    By BG5150,
    • 1 reply
    • 617 views

  42. Forfeitures before ACP or after ACP

    By Purplemandinga,
    • 4 replies
    • 1.6k views

  43. domestic partner distribution options

    By justanotheradmin,
    • 6 replies
    • 3.2k views

  44. Roth in Plan Doc but never wanted to offer it

    By PainPA,
    • 3 replies
    • 975 views

  45. Amend Mid-Year to Reduce Safe Harbor 401(k) Match Contributions

    By §#$%!,
    • 1 reply
    • 572 views

  46. Summary Annual Report and Right to Receive Benefit

    By TPABob,
    • 4 replies
    • 1.3k views

  47. Terminating MEP participation to start a stand-alone plan

    By jpdc,
    • 0 replies
    • 735 views

  48. ADP test and Statutory exclusions

    By rcline46,
    • 17 replies
    • 10.9k views

  49. Safe Harbor 401k and Required Top Heavy Test

    By ERISAGal,   
    • 5 replies
    • 1.5k views

  50. Layoff treated like a termination?

    By spencerhastings,
    • 2 replies
    • 1.1k views
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