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401(k) Plans

19,490 topics in this forum

  1. New Safe Harbor 401(k)

    By Question,   
    • 3 replies
    • 1.1k views

  2. Late RMD

    By cpc0506,
    • 5 replies
    • 1.4k views

  3. Contributions deposited prior to payroll

    By RT,   
    • 5 replies
    • 2.4k views

  4. Compensation for New Entrants in Initial Short Plan Year

    By JJ,
    • 3 replies
    • 1.2k views

  5. failure to stop withholding

    By WCC,
    • 14 replies
    • 3k views

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

    By spiritrider,
    • 1 reply
    • 751 views

  7. controlled group with different eligibility

    By hileman,
    • 6 replies
    • 3.8k views

  8. Loan VCP for Owner

    By austin3515,
    • 3 replies
    • 1.3k views

  9. Control Group with Non-Profit

    By Sarah R,
    • 2 replies
    • 3.7k views

  10. Student Loan Repayment Programs

    By austin3515,
    • 3 replies
    • 959 views

  11. Missed Deferral/SH Match

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

  12. New plan audit question

    By Guest Hgreer,   
    • 14 replies
    • 5.8k views

  13. Roth Rollovers

    By DTH,
    • 3 replies
    • 1.5k views

  14. Corrective Amendment

    By cpc0506,
    • 3 replies
    • 1.1k views

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

    By AJ North,
    • 1 reply
    • 1k views

  16. Failure to stop deducting 401(k) deferrals

    By alexa,
    • 1 reply
    • 1.3k views

  17. Hurricane IRMA - 404 DC contributions

    By Scuba 401,
    • 4 replies
    • 1k views

  18. Excluding a Class/Division of Employees from Participation

    By IhrtERISA,   
    • 6 replies
    • 6.7k views

  19. Entry dates in "new" controlled group situation

    By MarZDoates,
    • 10 replies
    • 2.5k views

  20. ADP refunds to satisfy RMD

    By Biz Develop Consultant BJF,   
    • 2 replies
    • 1.5k views

  21. W-2 Employee becomes partner mid-year

    By tjw572,   
    • 3 replies
    • 2.2k views

  22. 402(g) excess for partner

    By R. Butler,
    • 8 replies
    • 1.4k views

  23. Safe Harbor "maybe" plans

    By Belgarath,
    • 5 replies
    • 1.5k views

  24. QNEC

    By thepensionmaven,   
    • 2 replies
    • 682 views

  25. Hurricane Irma - Clients in Florida

    By rblum50,
    • 3 replies
    • 675 views

  26. 401k question: did not include Bonus in deferral

    By Victor,
    • 7 replies
    • 3k views

  27. Changing beneficiary upon legal separation

    By Guest nsacramento,
    • 26 replies
    • 29.6k views
    • MoJo
    • MoJo

  28. Excluded Bargained Employees let into 401(k)

    By jsample,
    • 4 replies
    • 977 views

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

    By JesseQG,
    • 2 replies
    • 1.2k views

  30. Death benefit rollover to 401k

    By WhatsESUP,   
    • 9 replies
    • 5.4k views

  31. Exclusion of Eligible Employee Case Law

    By spartytax,
    • 1 reply
    • 589 views

  32. beneficiary and participant

    By cpc0506,
    • 3 replies
    • 1.1k views

  33. Deductible limit and excess annual additions

    By cpc0506,
    • 1 reply
    • 751 views

  34. Hardship for an Alternate Payee - QDRO

    By ratherbereading,   
    • 14 replies
    • 4.1k views

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

    By efwrpa,   
    • 1 reply
    • 599 views

  36. Who's the Bene?

    By EHE,
    • 11 replies
    • 2.1k views

  37. ADP Failure in Making Timely Corrective Distributions

    By Mr Bagwell,   
    • 9 replies
    • 2.7k views

  38. control group question

    By jsmith1985,   
    • 12 replies
    • 2.4k views

  39. Available for Hardship after loan

    By legort69,   
    • 6 replies
    • 1.5k views

  40. 4979 Excise Tax

    By ERISA11,   
    • 2 replies
    • 1.3k views

  41. Sole Prop 401k Form 5500

    By nkaufman,
    • 10 replies
    • 2k views

  42. Ineligible Rollover & 1099-R

    By Zoey,
    • 18 replies
    • 3.6k views

  43. Law Firm Plan Design

    By khn,
    • 2 replies
    • 1.8k views

  44. Correction of Excess Contributions by Payroll Adjustment

    By kmhaab,   
    • 1 reply
    • 1.2k views

  45. Small Business 401k

    By jsmith1985,
    • 18 replies
    • 2.7k views

  46. top heavy prior year correction

    By Tom,
    • 1 reply
    • 793 views

  47. Mid-year change to SH Plans

    By austin3515,
    • 1 reply
    • 818 views

  48. Automatic Enrollment

    By CLE401kGuy,   
    • 3 replies
    • 1.5k views

  49. 401k safe harbor and mid year changes

    By Tom Poje,
    • 6 replies
    • 4.1k views

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

    By AdKu,   
    • 1 reply
    • 764 views
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