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401(k) Plans

19,334 topics in this forum

  1. Loan VCP for Owner

    By austin3515,
    • 3 replies
    • 1k views

  2. Control Group with Non-Profit

    By Sarah R,
    • 2 replies
    • 3.4k views

  3. Student Loan Repayment Programs

    By austin3515,
    • 3 replies
    • 678 views

  4. Missed Deferral/SH Match

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

  5. New plan audit question

    By Guest Hgreer,   
    • 14 replies
    • 5.4k views

  6. Roth Rollovers

    By DTH,
    • 3 replies
    • 1.2k views

  7. Corrective Amendment

    By cpc0506,
    • 3 replies
    • 880 views

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

    By AJ North,
    • 1 reply
    • 849 views

  9. Failure to stop deducting 401(k) deferrals

    By alexa,
    • 1 reply
    • 1.1k views

  10. Hurricane IRMA - 404 DC contributions

    By Scuba 401,
    • 4 replies
    • 774 views

  11. Excluding a Class/Division of Employees from Participation

    By IhrtERISA,   
    • 6 replies
    • 6.2k views

  12. Entry dates in "new" controlled group situation

    By MarZDoates,
    • 10 replies
    • 2.1k views

  13. ADP refunds to satisfy RMD

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

  14. W-2 Employee becomes partner mid-year

    By tjw572,   
    • 3 replies
    • 1.7k views

  15. 402(g) excess for partner

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

  16. Safe Harbor "maybe" plans

    By Belgarath,
    • 5 replies
    • 1.4k views

  17. QNEC

    By thepensionmaven,   
    • 2 replies
    • 477 views

  18. Hurricane Irma - Clients in Florida

    By rblum50,
    • 3 replies
    • 537 views

  19. 401k question: did not include Bonus in deferral

    By Victor,
    • 7 replies
    • 2.3k views

  20. Changing beneficiary upon legal separation

    By Guest nsacramento,
    • 26 replies
    • 27.3k views
    • MoJo
    • MoJo

  21. Excluded Bargained Employees let into 401(k)

    By jsample,
    • 4 replies
    • 785 views

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

    By JesseQG,
    • 2 replies
    • 995 views

  23. Death benefit rollover to 401k

    By WhatsESUP,   
    • 9 replies
    • 4.2k views

  24. Exclusion of Eligible Employee Case Law

    By spartytax,
    • 1 reply
    • 435 views

  25. beneficiary and participant

    By cpc0506,
    • 3 replies
    • 780 views

  26. Deductible limit and excess annual additions

    By cpc0506,
    • 1 reply
    • 489 views

  27. Hardship for an Alternate Payee - QDRO

    By ratherbereading,   
    • 14 replies
    • 3.3k views

  28. when is a deferral considered late for for 5500 purposes for an owner

    By efwrpa,   
    • 1 reply
    • 520 views

  29. Who's the Bene?

    By EHE,
    • 11 replies
    • 1.5k views

  30. ADP Failure in Making Timely Corrective Distributions

    By Mr Bagwell,   
    • 9 replies
    • 2.2k views

  31. control group question

    By jsmith1985,   
    • 12 replies
    • 1.9k views

  32. Available for Hardship after loan

    By legort69,   
    • 6 replies
    • 1.2k views

  33. 4979 Excise Tax

    By ERISA11,   
    • 2 replies
    • 1.1k views

  34. Sole Prop 401k Form 5500

    By nkaufman,
    • 10 replies
    • 1.4k views

  35. Ineligible Rollover & 1099-R

    By Zoey,
    • 18 replies
    • 3k views

  36. Law Firm Plan Design

    By khn,
    • 2 replies
    • 1.6k views

  37. Correction of Excess Contributions by Payroll Adjustment

    By kmhaab,   
    • 1 reply
    • 941 views

  38. Small Business 401k

    By jsmith1985,
    • 18 replies
    • 1.8k views

  39. top heavy prior year correction

    By Tom,
    • 1 reply
    • 684 views

  40. Mid-year change to SH Plans

    By austin3515,
    • 1 reply
    • 627 views

  41. Automatic Enrollment

    By CLE401kGuy,   
    • 3 replies
    • 1.3k views

  42. 401k safe harbor and mid year changes

    By Tom Poje,
    • 6 replies
    • 3.7k views

  43. Schedule C (Form 5500) - Record Keeping fee

    By AdKu,   
    • 1 reply
    • 642 views

  44. ADP testing - controlled group

    By Chippy,
    • 8 replies
    • 1.4k views

  45. QNCE calculated for missed deferrals should be included in ADP\ACP test??

    By swam,   
    • 2 replies
    • 4.5k views

  46. Failure to Implement Employee Election & Failed ADP Test

    By BLM,
    • 1 reply
    • 745 views

  47. Great West KGPF

    By austin3515,
    • 1 reply
    • 433 views

  48. Participant is Physician, non-Partner. Can Firm Take ER Contributions from Compensation?

    By erisa parrot,
    • 7 replies
    • 1.5k views

  49. ADP Testing for Controlled Group

    By PensionPro,
    • 5 replies
    • 1.9k views

  50. Employer using salary deferrals to cover bad cash flow

    By K-t-F,
    • 15 replies
    • 2k views
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