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401(k) Plans

19,382 topics in this forum

  1. Control Group with Non-Profit

    By Sarah R,
    • 2 replies
    • 3.4k views

  2. Student Loan Repayment Programs

    By austin3515,
    • 3 replies
    • 696 views

  3. Missed Deferral/SH Match

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

  4. New plan audit question

    By Guest Hgreer,   
    • 14 replies
    • 5.4k views

  5. Roth Rollovers

    By DTH,
    • 3 replies
    • 1.3k views

  6. Corrective Amendment

    By cpc0506,
    • 3 replies
    • 901 views

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

    By AJ North,
    • 1 reply
    • 879 views

  8. Failure to stop deducting 401(k) deferrals

    By alexa,
    • 1 reply
    • 1.2k views

  9. Hurricane IRMA - 404 DC contributions

    By Scuba 401,
    • 4 replies
    • 791 views

  10. Excluding a Class/Division of Employees from Participation

    By IhrtERISA,   
    • 6 replies
    • 6.3k views

  11. Entry dates in "new" controlled group situation

    By MarZDoates,
    • 10 replies
    • 2.2k views

  12. ADP refunds to satisfy RMD

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

  13. W-2 Employee becomes partner mid-year

    By tjw572,   
    • 3 replies
    • 1.8k views

  14. 402(g) excess for partner

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

  15. Safe Harbor "maybe" plans

    By Belgarath,
    • 5 replies
    • 1.4k views

  16. QNEC

    By thepensionmaven,   
    • 2 replies
    • 491 views

  17. Hurricane Irma - Clients in Florida

    By rblum50,
    • 3 replies
    • 557 views

  18. 401k question: did not include Bonus in deferral

    By Victor,
    • 7 replies
    • 2.5k views

  19. Changing beneficiary upon legal separation

    By Guest nsacramento,
    • 26 replies
    • 27.9k views
    • MoJo
    • MoJo

  20. Excluded Bargained Employees let into 401(k)

    By jsample,
    • 4 replies
    • 806 views

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

    By JesseQG,
    • 2 replies
    • 1k views

  22. Death benefit rollover to 401k

    By WhatsESUP,   
    • 9 replies
    • 4.5k views

  23. Exclusion of Eligible Employee Case Law

    By spartytax,
    • 1 reply
    • 449 views

  24. beneficiary and participant

    By cpc0506,
    • 3 replies
    • 825 views

  25. Deductible limit and excess annual additions

    By cpc0506,
    • 1 reply
    • 505 views

  26. Hardship for an Alternate Payee - QDRO

    By ratherbereading,   
    • 14 replies
    • 3.4k views

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

    By efwrpa,   
    • 1 reply
    • 530 views

  28. Who's the Bene?

    By EHE,
    • 11 replies
    • 1.6k views

  29. ADP Failure in Making Timely Corrective Distributions

    By Mr Bagwell,   
    • 9 replies
    • 2.3k views

  30. control group question

    By jsmith1985,   
    • 12 replies
    • 2k views

  31. Available for Hardship after loan

    By legort69,   
    • 6 replies
    • 1.2k views

  32. 4979 Excise Tax

    By ERISA11,   
    • 2 replies
    • 1.2k views

  33. Sole Prop 401k Form 5500

    By nkaufman,
    • 10 replies
    • 1.5k views

  34. Ineligible Rollover & 1099-R

    By Zoey,
    • 18 replies
    • 3.1k views

  35. Law Firm Plan Design

    By khn,
    • 2 replies
    • 1.6k views

  36. Correction of Excess Contributions by Payroll Adjustment

    By kmhaab,   
    • 1 reply
    • 963 views

  37. Small Business 401k

    By jsmith1985,
    • 18 replies
    • 1.9k views

  38. top heavy prior year correction

    By Tom,
    • 1 reply
    • 699 views

  39. Mid-year change to SH Plans

    By austin3515,
    • 1 reply
    • 642 views

  40. Automatic Enrollment

    By CLE401kGuy,   
    • 3 replies
    • 1.3k views

  41. 401k safe harbor and mid year changes

    By Tom Poje,
    • 6 replies
    • 3.8k views

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

    By AdKu,   
    • 1 reply
    • 661 views

  43. ADP testing - controlled group

    By Chippy,
    • 8 replies
    • 1.4k views

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

    By swam,   
    • 2 replies
    • 4.5k views

  45. Failure to Implement Employee Election & Failed ADP Test

    By BLM,
    • 1 reply
    • 756 views

  46. Great West KGPF

    By austin3515,
    • 1 reply
    • 442 views

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

    By erisa parrot,
    • 7 replies
    • 1.5k views

  48. ADP Testing for Controlled Group

    By PensionPro,
    • 5 replies
    • 2k views

  49. Employer using salary deferrals to cover bad cash flow

    By K-t-F,
    • 15 replies
    • 2.1k views

  50. Employer leaves affiliated service group; Distribution Restrictions?

    By JesseQG,
    • 4 replies
    • 2.2k views
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