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401(k) Plans

19,382 topics in this forum

  1. Beneficiary - Spousal Consent

    By khn,
    • 3 replies
    • 1.5k views

  2. Including Owner taking Draw (no W-2) in ADP Testing?

    By lcollins300,   
    • 14 replies
    • 3.3k views

  3. 401(k) Safe Harbor Match Controlled Group

    By TPA2015,   
    • 3 replies
    • 1.4k views

  4. Early entry of soon-to-be HCE

    By Flyboyjohn,
    • 23 replies
    • 4k views

  5. Form 5330 - Excise Tax Deductibility for Federal and CA Return

    By khidalgo,
    • 0 replies
    • 636 views

  6. First time 5500 ez for a 15 year old account

    By Raj,
    • 3 replies
    • 632 views

  7. Defining the “company” with which a participant meets a last-day condition

    By Peter Gulia,
    • 11 replies
    • 1.6k views

  8. Tax Cut Jobs Act / Hardship

    By austin3515,
    • 4 replies
    • 1.1k views

  9. Eligible SelfEmployment Compensation for Profit Sharing Roth v Pretax

    By gdlfa,
    • 5 replies
    • 1.2k views

  10. 2 EMPLOYEE RETIREMENT PLAN _ TOP HEAVY

    By RRivera,   
    • 2 replies
    • 708 views

  11. Time Frame to pay off loan after participant terminates

    By Pammie57,
    • 7 replies
    • 3.2k views

  12. Possible Spinoff or Successor Plan?

    By hsctpa,
    • 1 reply
    • 1.8k views

  13. BRF testing for vesting

    By 30Rock,
    • 6 replies
    • 1.3k views

  14. ADP testing controlled group

    By JPete,
    • 12 replies
    • 5.3k views

  15. Updating 401(k) plan disability benefit claim procedures

    By prototypical,
    • 13 replies
    • 2.9k views

  16. Sec 409A comp eligible for 401k deferrals?

    By Amanda Newell,   
    • 3 replies
    • 1.5k views

  17. 415 Excess Contribution, 401(k) and Safe Harbor Match

    By imchipbrown,
    • 14 replies
    • 4k views

  18. Safe Harbor as source for Insurance Premium?

    By Kac1214,   
    • 5 replies
    • 1k views

  19. Solo 401(k), First 5500, DFVC

    By 401king,
    • 6 replies
    • 1.6k views

  20. Are 3% SH plans exempt from Top Heavy

    By BG5150,
    • 4 replies
    • 1k views
    • Bri
    • Bri

  21. General Test - Same Dollar Amount to Everybody

    By Vlad401k,
    • 37 replies
    • 5.5k views

  22. 1.410(b)-5 Code ABT Question

    By The 402"(G)",   
    • 2 replies
    • 811 views

  23. Excluding a NHCE from safe harbor

    By Tom,
    • 3 replies
    • 2.7k views

  24. Correcting for missed Opportunity for Voluntary After-Tax

    By Loves401(k),
    • 1 reply
    • 696 views

  25. Puerto Rico Compensation

    By Doghouse,
    • 6 replies
    • 935 views

  26. Failing gateway test but passing rate groups and ABT

    By Pixie,   
    • 8 replies
    • 1.6k views

  27. Statutory Exclusion - Class Change

    By LKSmoke,
    • 2 replies
    • 1.3k views

  28. Rehire and no records to tell if they had a vested account balance

    By Loves401(k),
    • 2 replies
    • 741 views

  29. Calculating Gross Compensation from W-2 Involving RI-SDI

    By Silver,   
    • 7 replies
    • 2.7k views

  30. compensation

    By cdavis25,
    • 1 reply
    • 853 views

  31. Employer withholding 401K Match?

    By JackT,
    • 4 replies
    • 1.3k views

  32. Employee becomes agency temp, is he employed on the last day?

    By Jim Chad,
    • 3 replies
    • 856 views

  33. Start Date/Term Date

    By 401Kerfuffle,
    • 10 replies
    • 4.2k views

  34. Hardship withdrawal suspension period

    By 401kspeclst,
    • 7 replies
    • 6.1k views

  35. participant loans (large minimum)

    By Scuba 401,
    • 3 replies
    • 835 views

  36. After Tax Safe Harbor

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

  37. 415 Excess Contribution with Employee Deferrals

    By TPA Bob,
    • 10 replies
    • 2.7k views

  38. Deferral elections not applied to bonuses

    By AlbanyConsultant,
    • 5 replies
    • 8k views

  39. Term EE eligibility

    By wifrbr,
    • 3 replies
    • 1k views

  40. What comp to use for 25% deductibilty

    By BG5150,
    • 2 replies
    • 679 views

  41. spin off - trustee to trustee transfer

    By Scuba 401,
    • 2 replies
    • 920 views

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

    By AdKu,   
    • 2 replies
    • 1k views

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

    By Lori H,
    • 5 replies
    • 1.5k views

  44. Excluded Employee Compensation

    By Vlad401k,
    • 15 replies
    • 2.5k views

  45. Tribal Government Public School

    By oldman63,
    • 2 replies
    • 655 views

  46. Controlled Group Question - Solo 401k

    By Vlad401k,
    • 4 replies
    • 944 views

  47. Reduced QNEC when an election form is misplaced?

    By Jim Chad,
    • 2 replies
    • 767 views

  48. 3% Non-Elective Safe Harbor Contributions Effective before deferrals allowed?

    By actuarysmith,
    • 5 replies
    • 1.7k views

  49. Disc Testing/Acquisition

    By Nancy Pritz,   
    • 2 replies
    • 749 views

  50. Deductibility of Contribution Made in Error

    By Dennis Povloski,
    • 3 replies
    • 1.6k views
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