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401(k) Plans

19,317 topics in this forum

  1. Termination of SH Matching plan to convert to SIMPLE IRA

    By GwenOC,
    • 4 replies
    • 1k views

  2. Operational failure of involuntary cash-outs and rollovers

    By 30Rock,
    • 10 replies
    • 1.5k views

  3. Safe Harbor plan with discretionary match using flexible discretionary formula

    By R. Butler,
    • 0 replies
    • 523 views

  4. Different Matching Contribution For Different Employees Question

    By metsfan026,
    • 6 replies
    • 2k views

  5. Agent’s fraudulent adoption of 401(k) plan

    By JungRet,
    • 5 replies
    • 1.4k views

  6. SECURE 2.0 amendment

    By Tom,
    • 3 replies
    • 1.3k views

  7. 401k Participant Loan repayments greater than the loan schedule.

    By ScottCPFA,
    • 4 replies
    • 2k views

  8. Good wholistic books about retirement planning?

    By Mleech,
    • 2 replies
    • 1.1k views

  9. Money purchase pension assets in top heavy testing

    By Mleech,
    • 3 replies
    • 660 views

  10. Aggressive Discretionary Matching Formula

    By metsfan026,
    • 7 replies
    • 1.1k views

  11. Flexible Discretionary Match Formula

    By Transplant,
    • 1 reply
    • 613 views

  12. For the automatic-contribution requirement, what is the employer?

    By Peter Gulia,
    • 4 replies
    • 586 views

  13. Discretionary Matching Contribution Question

    By metsfan026,
    • 4 replies
    • 787 views

  14. Controlled Group Spreadsheet

    By aleallie,
    • 0 replies
    • 473 views

  15. S-Corp, W-2, 401k and match deposits

    By LMK TPA,
    • 6 replies
    • 1.3k views

  16. Different vesting schedules

    By 30Rock,
    • 5 replies
    • 1.3k views

  17. Plan Document Restatements - Solo 401(k) Plans

    By metsfan026,
    • 2 replies
    • 647 views

  18. New VFCP Program - Poll on Anticipated Use

    By austin3515,
    • 0 replies
    • 579 views

  19. 'Prefunding' Profit Sharing Contributions

    By 0AMatt,   
    • 6 replies
    • 1.1k views

  20. Spousal Consent and Power of Attorney

    By ejohnke,
    • 6 replies
    • 1.3k views

  21. Enhanced safe harbor match rules

    By Tom,
    • 2 replies
    • 1.3k views
    • Tom
    • Tom

  22. True-up Timing - BRF Issue?

    By BTG,
    • 5 replies
    • 1.1k views

  23. Four Step SSI

    By Kattdogg12,
    • 6 replies
    • 1.1k views

  24. Integrated Profit Sharing

    By ratherbereading,
    • 2 replies
    • 498 views

  25. Top heavy contribution for key employee

    By cathyw,
    • 11 replies
    • 1.7k views

  26. Long-term, Part-time for plan that excludes PT

    By Tom,
    • 4 replies
    • 988 views

  27. small SH due to paid-out participant

    By AlbanyConsultant,
    • 3 replies
    • 660 views

  28. Avoiding the Top-Heavy Mininum - Cash Flow Constraints

    By austin3515,
    • 2 replies
    • 792 views

  29. Missing participant records

    By 30Rock,
    • 3 replies
    • 1.1k views

  30. Form 5500-EZ - Correction Program

    By metsfan026,
    • 3 replies
    • 957 views

  31. Section 404 and Non-Profit

    By Guest_Question,
    • 1 reply
    • 553 views

  32. QACA True-Ups - Are The Mandatory?

    By metsfan026,
    • 0 replies
    • 480 views

  33. Are the LTPT employees required to be provided SH and/or PS

    By Jakyasar,
    • 1 reply
    • 555 views
    • Bri
    • Bri

  34. Rehire Eligibility in a Multiple Employer Plan (MEP)

    By JenniferOhio,
    • 2 replies
    • 781 views

  35. Roth conversions

    By austin3515,
    • 1 reply
    • 534 views

  36. Buy Back to Restored forfeiture after rehired- ROTH 401K

    By Panda,
    • 0 replies
    • 581 views

  37. Form 8881 Credit for Small Employer Pension Plan Startup Costs, Auto-Enrollment, and Military Spouse Participation

    By Planit 401k,
    • 0 replies
    • 981 views

  38. Profit Sharing funding deadline

    By Pixie,
    • 2 replies
    • 539 views

  39. Timing of 3% Non Elective

    By JROB,
    • 1 reply
    • 957 views

  40. Investment structure change - protected benefit or not?

    By Tom,
    • 2 replies
    • 720 views

  41. Compensation Used for Safe Harbor Match

    By metsfan026,
    • 3 replies
    • 797 views

  42. Application of the 25% profit sharing rule

    By Mleech,   
    • 3 replies
    • 3.8k views

  43. 401(k) Automatic Deferral

    By Tom,
    • 3 replies
    • 1.2k views

  44. Plan Administrator for 401(k) Plan

    By metsfan026,
    • 5 replies
    • 2.4k views

  45. "Discrimination within NHCE & HCE"

    By Bruce1,
    • 3 replies
    • 760 views

  46. ADP-ACP failure - owners on K-1 income

    By pmacduff,
    • 3 replies
    • 987 views

  47. top heavy question

    By Tom,
    • 2 replies
    • 927 views

  48. Compensation limit and 2 plans in controlled group

    By 30Rock,
    • 2 replies
    • 554 views

  49. Failed ACP test correction needed but match not funded

    By Tom,
    • 4 replies
    • 843 views

  50. Terminate a SIMPLE, Start a New SH 401(k) Plan

    By 415 Limit,
    • 2 replies
    • 626 views
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