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401(k) Plans

19,319 topics in this forum

  1. Required Aggregation for Top-Heavy

    By KCA,
    • 16 replies
    • 3.7k views

  2. Exclude deferrals from bonus from SH Match?

    By jkharvey,
    • 7 replies
    • 2.6k views

  3. In-Kind Distributions with annuity products

    By Purplemandinga,
    • 3 replies
    • 1.1k views

  4. 414(s) Compensation Ratio Test

    By buckaroo,
    • 2 replies
    • 2.3k views

  5. Repaying Defaulted Loan

    By Stash026,
    • 13 replies
    • 3.2k views

  6. Fiscal Year Failed ADP and Catch Up

    By Vlad401k,
    • 3 replies
    • 778 views

  7. Safe Harbor 401k vs Asset Sale

    By gregburst,
    • 2 replies
    • 1.5k views

  8. Unexecuted plan documents

    By KJ Theo,
    • 21 replies
    • 5.2k views

  9. Removing Roth

    By jim241,   
    • 1 reply
    • 798 views

  10. Participant Fee Disclosure

    By 401(k)athryn,
    • 10 replies
    • 2.8k views

  11. 11(g) Amendment

    By RLR,
    • 47 replies
    • 9.7k views

  12. Roth excess deferrals

    By Luke Bailey,   
    • 5 replies
    • 2.5k views

  13. 401(k) Q

    By JTMiller,
    • 1 reply
    • 635 views

  14. Contributions

    By EP,   
    • 3 replies
    • 776 views

  15. VFCP Application - Excise Tax Paid To Plan

    By sdix401k,
    • 3 replies
    • 1.5k views

  16. Recordkeepers and 5558 filings

    By Chomper,   
    • 4 replies
    • 790 views

  17. Members of Excluded Class - Top Heavy Test

    By Vlad401k,
    • 3 replies
    • 720 views

  18. ADP testing

    By cpc0506,   
    • 1 reply
    • 474 views

  19. Reporting early w/d in 1040

    By Deb,   
    • 3 replies
    • 616 views

  20. QP and SIMPLE in the same year

    By JPIngold,
    • 1 reply
    • 592 views

  21. 401k Eligibility - Layoff & Rehire

    By TimR,   
    • 5 replies
    • 3.4k views

  22. Excluded Class employee allowed to participate in plan

    By 401kQ's,
    • 7 replies
    • 1.2k views

  23. Expiration Date of Duly Executed Election Form

    By Christopher,
    • 1 reply
    • 497 views

  24. Late deferral Deposit and VFCP application

    By AdKu,
    • 14 replies
    • 1.2k views

  25. Eligibility - Ft William Document

    By coleboy,
    • 8 replies
    • 1.9k views

  26. Matches

    By coleboy,
    • 5 replies
    • 768 views

  27. 401k and QDRO

    By Susan knight,
    • 4 replies
    • 665 views

  28. Eligibiltiy upon rehire elapsed time

    By R. Butler,
    • 1 reply
    • 2k views

  29. Prefunded 401k deferrals (over contributed)

    By jkharvey,
    • 7 replies
    • 2.5k views

  30. Control group worksheet

    By ESI2015,
    • 0 replies
    • 782 views

  31. Eligibility on change in Organization structure

    By Lawrence,   
    • 1 reply
    • 506 views

  32. EPCRS - Match on Missed Derferral Opportunity

    By austin3515,
    • 7 replies
    • 1.6k views

  33. General question

    By KEB,
    • 26 replies
    • 1.8k views

  34. Full Time to Part Time

    By wifrbr,
    • 7 replies
    • 7k views

  35. 401(k), SEP and 457 plan coordination of benefits limits

    By GregH,
    • 1 reply
    • 715 views

  36. Safe Harbor Mid-Year Suspension and Top Heavy

    By ERISAAPPLE,   
    • 16 replies
    • 2.6k views

  37. Solo 401(k) for Spouses with Individual Companies?

    By Susan S.,
    • 8 replies
    • 1.9k views

  38. Late Top Heavy Minimum Contributions

    By jpokusa,   
    • 6 replies
    • 1.2k views

  39. Fiscal Year - For partnership

    By MGOAdmin,   
    • 1 reply
    • 527 views

  40. "Make Up" Match Several Years Later

    By Flyboyjohn,   
    • 3 replies
    • 538 views

  41. Retirees, Working but not Much

    By Mr Bagwell,   
    • 15 replies
    • 1.5k views

  42. Looking up search results

    By Belgarath,
    • 10 replies
    • 603 views

  43. eligible employees

    By Guest lskin,
    • 10 replies
    • 9.8k views

  44. Staff Employer Contributions Sitting in Owner's Account

    By ratherbereading,   
    • 10 replies
    • 821 views

  45. 2nd loan requirements

    By Beccyboo,
    • 11 replies
    • 3.9k views

  46. Adding a Participating Employer

    By John Feldt ERPA CPC QPA,   
    • 2 replies
    • 1.8k views

  47. Hardship Suspension Period

    By Mr Bagwell,   
    • 4 replies
    • 1.1k views

  48. Uniform Auto-enrollment

    By 401kSpecialist,
    • 1 reply
    • 631 views

  49. Crediting Service in Plans with Service-Based Exclusions

    By 401 Chaos,
    • 1 reply
    • 555 views

  50. VFCP on Late deferral contribution - prohibited transaction exemption 2002-51 (not more than 180 days) and $20 de-minimus

    By AdKu,   
    • 2 replies
    • 1.5k views
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