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401(k) Plans

19,299 topics in this forum

  1. After Tax Safe Harbor

    By pixmax,
    • 3 replies
    • 3.2k views
    • Bri
    • Bri

  2. 415 Excess Contribution with Employee Deferrals

    By TPA Bob,
    • 10 replies
    • 2.5k views

  3. Deferral elections not applied to bonuses

    By AlbanyConsultant,
    • 5 replies
    • 7.2k views

  4. Term EE eligibility

    By wifrbr,
    • 3 replies
    • 976 views

  5. What comp to use for 25% deductibilty

    By BG5150,
    • 2 replies
    • 635 views

  6. spin off - trustee to trustee transfer

    By Scuba 401,
    • 2 replies
    • 880 views

  7. Amending Form 5500 in connection to Audit Report - Financial statement section updated to comply standard for Fair value

    By AdKu,   
    • 2 replies
    • 983 views

  8. After tax contributions in small S.H. 401(k)

    By Lori H,
    • 5 replies
    • 1.4k views

  9. Excluded Employee Compensation

    By Vlad401k,
    • 15 replies
    • 2.4k views

  10. Tribal Government Public School

    By oldman63,
    • 2 replies
    • 613 views

  11. Controlled Group Question - Solo 401k

    By Vlad401k,
    • 4 replies
    • 895 views

  12. Reduced QNEC when an election form is misplaced?

    By Jim Chad,
    • 2 replies
    • 728 views

  13. 3% Non-Elective Safe Harbor Contributions Effective before deferrals allowed?

    By actuarysmith,
    • 5 replies
    • 1.6k views

  14. Disc Testing/Acquisition

    By Nancy Pritz,   
    • 2 replies
    • 703 views

  15. Deductibility of Contribution Made in Error

    By Dennis Povloski,
    • 3 replies
    • 1.6k views

  16. Do you have to tell partic if discretionary match is made?

    By BG5150,
    • 1 reply
    • 604 views

  17. "Retired" versus "Quit"

    By ldr,   
    • 23 replies
    • 2.9k views

  18. plan term, nhce liquidated but pending s/h deposit

    By TPApril,
    • 6 replies
    • 938 views

  19. Missed Deferrals

    By coleboy,
    • 4 replies
    • 1.2k views

  20. Unusual question about recouping a forfeiture

    By parks777,
    • 17 replies
    • 2.4k views

  21. SHNEC and Compensation

    By coleboy,
    • 1 reply
    • 2k views

  22. Employee leaving Co. for another Co. in Controlled Group QSLOB

    By Phlyers,
    • 2 replies
    • 2k views

  23. Deferrals not put into chosen funds

    By coleboy,
    • 5 replies
    • 581 views

  24. Exclusion of Former Shareholders

    By TPA Bob,
    • 9 replies
    • 1.1k views

  25. Single employer plan merging under Multiple Employer plan

    By JoseS,   
    • 3 replies
    • 1.2k views

  26. Adding New Participating Employer in Fidelity 401(k) Plan

    By Eric Taylor,
    • 2 replies
    • 3.4k views

  27. Does a 401(k) plan provide a disability benefit?

    By Peter Gulia,   
    • 1 reply
    • 729 views

  28. Profit Share Contribution

    By coleboy,
    • 7 replies
    • 1.7k views

  29. Matching Contribution

    By Stash026,
    • 7 replies
    • 1.7k views

  30. New controlled group companies

    By jpokusa,   
    • 6 replies
    • 1.8k views

  31. Missed Deferral Opportunity - Spans many years

    By Pam S.,
    • 2 replies
    • 783 views

  32. Rehire do we count vested balance in Aftertax or DB?

    By Jim Chad,
    • 3 replies
    • 579 views

  33. Tax Cut and Jobs Act - Hardship / Casualty Loss Impact

    By Gruegen,
    • 3 replies
    • 1.4k views

  34. May a young child participate in a safe-harbor 401(k) retirement plan?

    By Peter Gulia,
    • 8 replies
    • 2.6k views

  35. Missed deferral election changing from 5% to 2%.

    By Jim Chad,
    • 1 reply
    • 503 views

  36. Automatic enrollment in error

    By SusanKD,
    • 1 reply
    • 817 views

  37. Plan Sponsor is an ESOP - testing?

    By Tom,
    • 2 replies
    • 2.1k views

  38. transition relief applicable?

    By AlbanyConsultant,
    • 3 replies
    • 771 views

  39. W-2 Box 13 " Active Participant"

    By Guest Wolves1962,
    • 9 replies
    • 12.9k views

  40. Extended Periods for Plan Loan Offsets

    By Madison71,
    • 0 replies
    • 806 views

  41. Corrective QNECs from Suspense/Unallocated Account

    By LANDO,   
    • 1 reply
    • 1k views

  42. 401(k) Loan Calculation

    By Guest Mannix,
    • 26 replies
    • 5.4k views

  43. Blackout Notice

    By OSU,
    • 8 replies
    • 2.6k views

  44. PC now an LLP

    By ratherbereading,
    • 5 replies
    • 888 views

  45. Rehire - Refresher Course

    By PainPA,
    • 16 replies
    • 4.5k views

  46. Rollover within a multiple employer plan and Top heavy

    By legort69,   
    • 3 replies
    • 1.1k views

  47. 401(k) Contribution required by: Employment Contract?!

    By ERISAatty,
    • 9 replies
    • 3.1k views

  48. Attribution Rules - Ex-Spouse

    By Stash026,
    • 3 replies
    • 2.2k views

  49. Make Whole Payment to HCE for Tax on Excess Contributions?

    By casey72,
    • 22 replies
    • 2.5k views

  50. Required date for force out

    By Jim Chad,
    • 1 reply
    • 681 views
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