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401(k) Plans

19,516 topics in this forum

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

    By QP_Guy,   
    • 7 replies
    • 2.3k views

  2. PEO spin-off to single employer plan

    By cathyw,
    • 3 replies
    • 4.6k views

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

    By KMMB,
    • 1 reply
    • 901 views

  4. Stock Purchase Question

    By Madison71,
    • 3 replies
    • 952 views

  5. Correcting a Late ACP Testing Failure

    By KMMB,
    • 0 replies
    • 719 views
    • KMMB
    • KMMB

  6. Short Question

    By Dougsbpc,
    • 4 replies
    • 1.3k views
    • Bri
    • Bri

  7. 401(k) subsequent events disclosure

    By Sara,
    • 1 reply
    • 1.4k views

  8. Plan Design - Using Staffing Company

    By PFranckowiak,
    • 3 replies
    • 3k views

  9. Who is counted as an NHCE

    By LHW,
    • 3 replies
    • 1.7k views

  10. safe harbor when business commmenced 7/1

    By thepensionmaven,
    • 4 replies
    • 1.2k views

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

    By BG5150,
    • 11 replies
    • 2.5k views

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

    By Vlad401k,
    • 1 reply
    • 923 views

  13. Prevailing wage

    By Evelyn,
    • 4 replies
    • 1.6k views

  14. 457 and Catch-Up Contributions

    By MTWeeks,
    • 2 replies
    • 883 views

  15. SH starts mid year, what comp?

    By BG5150,
    • 11 replies
    • 3.4k views

  16. Benefits, rights and features testing

    By Barbara,   
    • 4 replies
    • 5.7k views

  17. In-service withdrawal before 59.5

    By CaitlinMarg,
    • 6 replies
    • 8.2k views

  18. Employer Matching Contributions in a Controlled Group

    By AmandaJ,
    • 1 reply
    • 725 views

  19. Solo 401k TPA working with an advisor

    By Jim White, CFP, EA,
    • 4 replies
    • 2.2k views

  20. Contingent Benefit Rule in Terminated Plan

    By EBECatty,
    • 1 reply
    • 751 views

  21. SH NEC contributions to PS plan

    By Cynchbeast,
    • 5 replies
    • 1.3k views

  22. 5330 line 3b

    By Lou81,
    • 3 replies
    • 1.2k views

  23. Underfunded safe harbor match

    By legort69,
    • 2 replies
    • 952 views

  24. Form 5558 - Incorrect Plan Name and Plan Number

    By CLE401kGuy,
    • 0 replies
    • 787 views

  25. Safe Harbor Match?

    By Dougsbpc,
    • 9 replies
    • 1.5k views

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

    By ERISAGal,   
    • 21 replies
    • 4.2k views

  27. One person plan - unvested ER @bop

    By TPApril,
    • 6 replies
    • 1.2k views

  28. Severance pay and SH NEC

    By Cynchbeast,
    • 1 reply
    • 1k views

  29. QDIA notice - who is responsible ?

    By Ford74,
    • 3 replies
    • 2.3k views

  30. Exclude NHCE that are currently eligible

    By justanotheradmin,
    • 11 replies
    • 2.9k views

  31. SH top heavy pass

    By pmacduff,
    • 1 reply
    • 893 views

  32. Deemed 401K Loan

    By 401kchallenged,
    • 3 replies
    • 1.2k views

  33. Post-severance compensation

    By Belgarath,
    • 3 replies
    • 2.4k views

  34. IRS Audit- Power of Attorney

    By coleboy,
    • 6 replies
    • 2.8k views

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

    By lcollins300,   
    • 3 replies
    • 1.4k views

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

    By WCC,
    • 6 replies
    • 2.5k views

  37. 1099 IC

    By ratherbereading,
    • 16 replies
    • 2.3k views

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

    By ldr,   
    • 5 replies
    • 1.2k views

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

    By BG5150,
    • 1 reply
    • 872 views

  40. Forfeitures before ACP or after ACP

    By Purplemandinga,
    • 4 replies
    • 2k views

  41. domestic partner distribution options

    By justanotheradmin,
    • 6 replies
    • 4.2k views

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

    By PainPA,
    • 3 replies
    • 1.4k views

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

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

  44. Summary Annual Report and Right to Receive Benefit

    By TPABob,
    • 4 replies
    • 1.8k views

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

    By jpdc,
    • 0 replies
    • 934 views

  46. ADP test and Statutory exclusions

    By rcline46,
    • 17 replies
    • 12.5k views

  47. Safe Harbor 401k and Required Top Heavy Test

    By ERISAGal,   
    • 5 replies
    • 2k views

  48. Layoff treated like a termination?

    By spencerhastings,
    • 2 replies
    • 1.5k views

  49. Exclude Vesting Prior to Plan Effective Date

    By 401Kerfuffle,   
    • 0 replies
    • 762 views

  50. 404a-5 requirements

    By Will,
    • 1 reply
    • 1.2k views
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