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401(k) Plans

19,423 topics in this forum

  1. Excluding a Class/Division of Employees from Participation

    By IhrtERISA,   
    • 6 replies
    • 6.4k views

  2. Entry dates in "new" controlled group situation

    By MarZDoates,
    • 10 replies
    • 2.3k views

  3. ADP refunds to satisfy RMD

    By Biz Develop Consultant BJF,   
    • 2 replies
    • 1.4k views

  4. W-2 Employee becomes partner mid-year

    By tjw572,   
    • 3 replies
    • 2k views

  5. 402(g) excess for partner

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

  6. Safe Harbor "maybe" plans

    By Belgarath,
    • 5 replies
    • 1.5k views

  7. QNEC

    By thepensionmaven,   
    • 2 replies
    • 528 views

  8. Hurricane Irma - Clients in Florida

    By rblum50,
    • 3 replies
    • 585 views

  9. 401k question: did not include Bonus in deferral

    By Victor,
    • 7 replies
    • 2.7k views

  10. Changing beneficiary upon legal separation

    By Guest nsacramento,
    • 26 replies
    • 28.5k views
    • MoJo
    • MoJo

  11. Excluded Bargained Employees let into 401(k)

    By jsample,
    • 4 replies
    • 848 views

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

    By JesseQG,
    • 2 replies
    • 1.1k views

  13. Death benefit rollover to 401k

    By WhatsESUP,   
    • 9 replies
    • 4.8k views

  14. Exclusion of Eligible Employee Case Law

    By spartytax,
    • 1 reply
    • 516 views

  15. beneficiary and participant

    By cpc0506,
    • 3 replies
    • 890 views

  16. Deductible limit and excess annual additions

    By cpc0506,
    • 1 reply
    • 525 views

  17. Hardship for an Alternate Payee - QDRO

    By ratherbereading,   
    • 14 replies
    • 3.6k views

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

    By efwrpa,   
    • 1 reply
    • 551 views

  19. Who's the Bene?

    By EHE,
    • 11 replies
    • 1.7k views

  20. ADP Failure in Making Timely Corrective Distributions

    By Mr Bagwell,   
    • 9 replies
    • 2.4k views

  21. control group question

    By jsmith1985,   
    • 12 replies
    • 2.1k views

  22. Available for Hardship after loan

    By legort69,   
    • 6 replies
    • 1.3k views

  23. 4979 Excise Tax

    By ERISA11,   
    • 2 replies
    • 1.2k views

  24. Sole Prop 401k Form 5500

    By nkaufman,
    • 10 replies
    • 1.6k views

  25. Ineligible Rollover & 1099-R

    By Zoey,
    • 18 replies
    • 3.3k views

  26. Law Firm Plan Design

    By khn,
    • 2 replies
    • 1.7k views

  27. Correction of Excess Contributions by Payroll Adjustment

    By kmhaab,   
    • 1 reply
    • 1k views

  28. Small Business 401k

    By jsmith1985,
    • 18 replies
    • 2.1k views

  29. top heavy prior year correction

    By Tom,
    • 1 reply
    • 726 views

  30. Mid-year change to SH Plans

    By austin3515,
    • 1 reply
    • 674 views

  31. Automatic Enrollment

    By CLE401kGuy,   
    • 3 replies
    • 1.3k views

  32. 401k safe harbor and mid year changes

    By Tom Poje,
    • 6 replies
    • 3.9k views

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

    By AdKu,   
    • 1 reply
    • 687 views

  34. ADP testing - controlled group

    By Chippy,
    • 8 replies
    • 1.5k views

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

    By swam,   
    • 2 replies
    • 4.6k views

  36. Failure to Implement Employee Election & Failed ADP Test

    By BLM,
    • 1 reply
    • 782 views

  37. Great West KGPF

    By austin3515,
    • 1 reply
    • 468 views

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

    By erisa parrot,
    • 7 replies
    • 1.6k views

  39. ADP Testing for Controlled Group

    By PensionPro,
    • 5 replies
    • 2k views

  40. Employer using salary deferrals to cover bad cash flow

    By K-t-F,
    • 15 replies
    • 2.3k views

  41. Employer leaves affiliated service group; Distribution Restrictions?

    By JesseQG,
    • 4 replies
    • 2.3k views

  42. Forfeitures used to offset 403b deferrals/loan repayments

    By ratherbereading,   
    • 4 replies
    • 763 views

  43. Timing of Discretionary match

    By bzorc,
    • 2 replies
    • 772 views

  44. What does it mean to "maintain" a plan under §1003?

    By JWRB,
    • 0 replies
    • 409 views

  45. 401K loan pay-back

    By angie.jackson@bmhcc.org,
    • 12 replies
    • 1.5k views

  46. Prevailing wage ADP test

    By R. Butler,
    • 1 reply
    • 1.3k views

  47. Missed Deferral - One Payroll

    By sdix401k,
    • 3 replies
    • 1.5k views

  48. Is it Practicing Law?

    By austin3515,
    • 24 replies
    • 3.6k views

  49. Group under Code Section 414 or Independent

    By TPA Bob,
    • 1 reply
    • 647 views

  50. Balance Forward Earning Accounting

    By armand2706,
    • 11 replies
    • 6.3k views
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