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401(k) Plans

19,362 topics in this forum

  1. For an academic purpose, will you share examples of good and bad 408b-2 disclosures?

    By Peter Gulia,
    • 11 replies
    • 953 views

  2. Compensation

    By Mr Bagwell,   
    • 7 replies
    • 2.8k views

  3. hardship - definition of "dependent"

    By Belgarath,
    • 0 replies
    • 470 views

  4. no FICA tax for sole proprietor

    By cpc0506,
    • 2 replies
    • 754 views

  5. Late MRD

    By jpod,
    • 36 replies
    • 4.5k views

  6. Getting Life Insurance Policy out of a Plan

    By bpenfold,   
    • 16 replies
    • 12.8k views

  7. 402g limit and unrelated plans

    By Mr Bagwell,   
    • 15 replies
    • 3.8k views

  8. Loan from Roth Deferral and Subsequent Loan Offset (Distribution)

    By MarZDoates,
    • 2 replies
    • 1.3k views
    • MoJo
    • MoJo

  9. Use of forfeitures to fund elective contributions and loan repayments in 401(k) plan

    By Luke Bailey,   
    • 24 replies
    • 3k views

  10. Safe harbor- No NHCE participation

    By ton cano,
    • 4 replies
    • 1.1k views

  11. deferral from bonus - plan doc operational failure

    By doombuggy,
    • 1 reply
    • 531 views
    • MoJo
    • MoJo

  12. IRS Approved Nonbank Trustees

    By C. Walker,
    • 1 reply
    • 406 views

  13. Last Day Rule for Match

    By card,
    • 15 replies
    • 8.9k views

  14. Employer failed to withhold 401k pre and after tax contribution

    By vickystamford,
    • 15 replies
    • 17.1k views

  15. Allocation of 401k/Roth EE contributions when annual IRS limit is reached

    By Linda Adams,
    • 3 replies
    • 1.4k views

  16. Eligibility Description

    By Good401(k),   
    • 3 replies
    • 805 views

  17. Promoting Company Stock

    By khn,
    • 2 replies
    • 657 views
    • MoJo
    • MoJo

  18. How to treat the last Payroll paid the following plan yearlan year treatment

    By AdKu,
    • 6 replies
    • 1.6k views

  19. 401k Catchup IRS limits

    By Linda Adams,
    • 12 replies
    • 1.6k views

  20. Forfeitures and prior plan year 2016

    By alexa,
    • 1 reply
    • 509 views

  21. Expired I140 Cheque and reissue

    By krishna182,
    • 2 replies
    • 1.4k views

  22. New Safe Harbor 401(k)

    By Question,   
    • 3 replies
    • 923 views

  23. Late RMD

    By cpc0506,
    • 5 replies
    • 1.2k views

  24. Contributions deposited prior to payroll

    By RT,   
    • 5 replies
    • 2k views

  25. Compensation for New Entrants in Initial Short Plan Year

    By JJ,
    • 3 replies
    • 921 views

  26. failure to stop withholding

    By WCC,
    • 14 replies
    • 2.6k views

  27. Terminated employees, business, and 401k plan. SEP IRA?

    By spiritrider,
    • 1 reply
    • 580 views

  28. controlled group with different eligibility

    By hileman,
    • 6 replies
    • 3.4k views

  29. Loan VCP for Owner

    By austin3515,
    • 3 replies
    • 1k views

  30. Control Group with Non-Profit

    By Sarah R,
    • 2 replies
    • 3.4k views

  31. Student Loan Repayment Programs

    By austin3515,
    • 3 replies
    • 686 views

  32. Missed Deferral/SH Match

    By Pammie57,
    • 1 reply
    • 777 views
    • WCC
    • WCC

  33. New plan audit question

    By Guest Hgreer,   
    • 14 replies
    • 5.4k views

  34. Roth Rollovers

    By DTH,
    • 3 replies
    • 1.2k views

  35. Corrective Amendment

    By cpc0506,
    • 3 replies
    • 886 views

  36. Mid year change from a safe harbor QNEC to a safe harbor match

    By AJ North,
    • 1 reply
    • 862 views

  37. Failure to stop deducting 401(k) deferrals

    By alexa,
    • 1 reply
    • 1.2k views

  38. Hurricane IRMA - 404 DC contributions

    By Scuba 401,
    • 4 replies
    • 781 views

  39. Excluding a Class/Division of Employees from Participation

    By IhrtERISA,   
    • 6 replies
    • 6.3k views

  40. Entry dates in "new" controlled group situation

    By MarZDoates,
    • 10 replies
    • 2.1k views

  41. ADP refunds to satisfy RMD

    By Biz Develop Consultant BJF,   
    • 2 replies
    • 1.3k views

  42. W-2 Employee becomes partner mid-year

    By tjw572,   
    • 3 replies
    • 1.8k views

  43. 402(g) excess for partner

    By R. Butler,
    • 8 replies
    • 1.2k views

  44. Safe Harbor "maybe" plans

    By Belgarath,
    • 5 replies
    • 1.4k views

  45. QNEC

    By thepensionmaven,   
    • 2 replies
    • 481 views

  46. Hurricane Irma - Clients in Florida

    By rblum50,
    • 3 replies
    • 546 views

  47. 401k question: did not include Bonus in deferral

    By Victor,
    • 7 replies
    • 2.4k views

  48. Changing beneficiary upon legal separation

    By Guest nsacramento,
    • 26 replies
    • 27.6k views
    • MoJo
    • MoJo

  49. Excluded Bargained Employees let into 401(k)

    By jsample,
    • 4 replies
    • 793 views

  50. Disaggregate Otherwise-Excludable - 401(a)(4)

    By JesseQG,
    • 2 replies
    • 1k views
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