Jump to content

401(k) Plans

19,490 topics in this forum

  1. Due Dates of Tax Returns

    By austin3515,
    • 1 reply
    • 834 views

  2. Eligibility 101

    By coleboy,
    • 1 reply
    • 721 views

  3. Solo(k) Notices

    By Purplemandinga,
    • 2 replies
    • 755 views

  4. eligibility

    By pmacduff,
    • 9 replies
    • 3.4k views

  5. Plan giving Prior to 2016 and After 2016 Data - why?

    By KTB,
    • 1 reply
    • 625 views

  6. New Partner Eligibility to 401(k)

    By michael519,
    • 3 replies
    • 952 views

  7. S/H 401(k) and General Test Based on Allocation Rates

    By MarZDoates,
    • 4 replies
    • 993 views

  8. Can I make this amendment effective 1/1/17?

    By ERISA-Bubs,
    • 14 replies
    • 1.9k views

  9. 401K Withdrawal - Over 59-1/2 - Tax Consequences

    By Guest shaeffer,
    • 15 replies
    • 100.2k views

  10. Independent contractor medical practice

    By R. Butler,
    • 7 replies
    • 2.1k views

  11. One company - two plans...safe harbor?

    By Chippy,
    • 13 replies
    • 2k views

  12. Publisher - Graphic Designer... Control Group?

    By Basically,   
    • 8 replies
    • 1.2k views

  13. Plan Termination of old and new plan establishment

    By cpc0506,
    • 4 replies
    • 1.1k views

  14. 401K Deferral Question

    By JimW58,
    • 32 replies
    • 6.7k views

  15. ADP/ACP Refund Earnings

    By pjb1835,
    • 3 replies
    • 2.8k views

  16. QSLOB company do we count hours for discretionary non-elective

    By Jim Chad,
    • 1 reply
    • 564 views

  17. compensation used in a QNEC

    By Santo Gold,
    • 11 replies
    • 2.3k views

  18. Union Provisions in SPD

    By khn,
    • 3 replies
    • 1.1k views

  19. Vesting

    By Chippy,
    • 5 replies
    • 1.5k views

  20. 401(K) sole-proprietor with employees

    By wiiabenefits,
    • 23 replies
    • 7.7k views

  21. starting a 2017 safe harbor - missed deadline

    By Santo Gold,
    • 0 replies
    • 741 views

  22. EACA and Auto Escalation

    By 52626,
    • 0 replies
    • 1.4k views

  23. Can an employer pre-fund employer contributions

    By spiritrider,
    • 7 replies
    • 2.1k views

  24. reversion of assets and safe harbor plan

    By Tom Poje,
    • 13 replies
    • 5.3k views

  25. Hurricane Relief Distribution and Loan Documentation

    By khn,
    • 1 reply
    • 945 views

  26. using 3% for missed deferral opportunity in a Safe Harbor Plan

    By Jim Chad,
    • 3 replies
    • 1.7k views

  27. Prevailing wage only plan termination

    By pjb1835,   
    • 2 replies
    • 832 views

  28. Fidelity Bond / Inflation Guard

    By austin3515,
    • 10 replies
    • 5.2k views

  29. New Controlled Group

    By PFranckowiak,
    • 7 replies
    • 1.4k views

  30. Excess Deferral Refunded Before Year End

    By coleboy,
    • 6 replies
    • 2.3k views

  31. QNEC partially used in ADP test - split for general test?

    By AndrewZ,
    • 1 reply
    • 1.3k views

  32. Missing spouse of deceased Participant and no waiver on file

    By Jim Chad,
    • 20 replies
    • 5.6k views

  33. Compensation and controlled group

    By Chippy,
    • 1 reply
    • 827 views

  34. Death Distribution - 4 beneficiaries 25% each

    By BLM,
    • 6 replies
    • 1k views

  35. pooled accounts & quarterly/annual statements

    By TPApril,
    • 5 replies
    • 2.2k views

  36. Pooled Plan / Lost Participant / $800 Balance

    By austin3515,
    • 7 replies
    • 1.4k views

  37. Loans in excess of limit

    By AAS2,
    • 3 replies
    • 1.4k views

  38. Separate Lines of Business

    By PFranckowiak,
    • 4 replies
    • 2.1k views

  39. Loans and leave of absence

    By pjb1835,
    • 1 reply
    • 1.9k views

  40. ACP testing, excluded class of employees

    By Belgarath,
    • 6 replies
    • 1.7k views

  41. First Contribution to 401(K) Plan

    By Guest Mike Schwing,
    • 18 replies
    • 15.7k views

  42. Merger of Corporations & Successor Plan

    By shERPA,
    • 0 replies
    • 939 views

  43. ADP refund deadline ?

    By pholosofizer,
    • 1 reply
    • 761 views

  44. Loan amortization + payment from RKs

    By YogaTPA,
    • 4 replies
    • 1.6k views

  45. Roth Deferrals - Non-qualified Distribution Earning below $200

    By AdKu,
    • 5 replies
    • 1.2k views

  46. Loan Repayment Beyond 5 Year after Deemed Distribution

    By ERISA11,   
    • 6 replies
    • 3.4k views

  47. Plan to Plan Transfer? or Possible Self-Correction?

    By ERISA Biker,
    • 4 replies
    • 1.2k views

  48. Is it permissible to have EACA for only one type of compensation, such as bonus?

    By jkharvey,
    • 2 replies
    • 948 views

  49. Assignment Issue? Forgoing Match By Receiving Student Loan Assistance

    By erisa parrot,
    • 8 replies
    • 1.7k views

  50. Sole Proprietor 401(k) Contributions

    By MjInvestments,
    • 5 replies
    • 828 views
×
×
  • Create New...