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401(k) Plans

19,319 topics in this forum

  1. Safe Harbor Plan and Sale/acquisition

    By 30Rock,
    • 10 replies
    • 1.8k views

  2. RMD for "of counsel" attorney

    By nancy,
    • 7 replies
    • 1.8k views

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

    By GwenOC,
    • 4 replies
    • 1k views

  4. Operational failure of involuntary cash-outs and rollovers

    By 30Rock,
    • 10 replies
    • 1.5k views

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

    By R. Butler,
    • 0 replies
    • 527 views

  6. Different Matching Contribution For Different Employees Question

    By metsfan026,
    • 6 replies
    • 2k views

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

    By JungRet,
    • 5 replies
    • 1.4k views

  8. SECURE 2.0 amendment

    By Tom,
    • 3 replies
    • 1.3k views

  9. 401k Participant Loan repayments greater than the loan schedule.

    By ScottCPFA,
    • 4 replies
    • 2k views

  10. Good wholistic books about retirement planning?

    By Mleech,
    • 2 replies
    • 1.1k views

  11. Money purchase pension assets in top heavy testing

    By Mleech,
    • 3 replies
    • 663 views

  12. Aggressive Discretionary Matching Formula

    By metsfan026,
    • 7 replies
    • 1.1k views

  13. Flexible Discretionary Match Formula

    By Transplant,
    • 1 reply
    • 618 views

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

    By Peter Gulia,
    • 4 replies
    • 590 views

  15. Discretionary Matching Contribution Question

    By metsfan026,
    • 4 replies
    • 790 views

  16. Controlled Group Spreadsheet

    By aleallie,
    • 0 replies
    • 475 views

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

    By LMK TPA,
    • 6 replies
    • 1.3k views

  18. Different vesting schedules

    By 30Rock,
    • 5 replies
    • 1.3k views

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

    By metsfan026,
    • 2 replies
    • 652 views

  20. New VFCP Program - Poll on Anticipated Use

    By austin3515,
    • 0 replies
    • 581 views

  21. 'Prefunding' Profit Sharing Contributions

    By 0AMatt,   
    • 6 replies
    • 1.1k views

  22. Spousal Consent and Power of Attorney

    By ejohnke,
    • 6 replies
    • 1.3k views

  23. Enhanced safe harbor match rules

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

  24. True-up Timing - BRF Issue?

    By BTG,
    • 5 replies
    • 1.1k views

  25. Four Step SSI

    By Kattdogg12,
    • 6 replies
    • 1.1k views

  26. Integrated Profit Sharing

    By ratherbereading,
    • 2 replies
    • 500 views

  27. Top heavy contribution for key employee

    By cathyw,
    • 11 replies
    • 1.7k views

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

    By Tom,
    • 4 replies
    • 991 views

  29. small SH due to paid-out participant

    By AlbanyConsultant,
    • 3 replies
    • 661 views

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

    By austin3515,
    • 2 replies
    • 794 views

  31. Missing participant records

    By 30Rock,
    • 3 replies
    • 1.1k views

  32. Form 5500-EZ - Correction Program

    By metsfan026,
    • 3 replies
    • 961 views

  33. Section 404 and Non-Profit

    By Guest_Question,
    • 1 reply
    • 555 views

  34. QACA True-Ups - Are The Mandatory?

    By metsfan026,
    • 0 replies
    • 483 views

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

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

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

    By JenniferOhio,
    • 2 replies
    • 785 views

  37. Roth conversions

    By austin3515,
    • 1 reply
    • 534 views

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

    By Panda,
    • 0 replies
    • 584 views

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

    By Planit 401k,
    • 0 replies
    • 987 views

  40. Profit Sharing funding deadline

    By Pixie,
    • 2 replies
    • 543 views

  41. Timing of 3% Non Elective

    By JROB,
    • 1 reply
    • 965 views

  42. Investment structure change - protected benefit or not?

    By Tom,
    • 2 replies
    • 722 views

  43. Compensation Used for Safe Harbor Match

    By metsfan026,
    • 3 replies
    • 805 views

  44. Application of the 25% profit sharing rule

    By Mleech,   
    • 3 replies
    • 3.9k views

  45. 401(k) Automatic Deferral

    By Tom,
    • 3 replies
    • 1.2k views

  46. Plan Administrator for 401(k) Plan

    By metsfan026,
    • 5 replies
    • 2.4k views

  47. "Discrimination within NHCE & HCE"

    By Bruce1,
    • 3 replies
    • 761 views

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

    By pmacduff,
    • 3 replies
    • 992 views

  49. top heavy question

    By Tom,
    • 2 replies
    • 930 views

  50. Compensation limit and 2 plans in controlled group

    By 30Rock,
    • 2 replies
    • 556 views
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