401(k) Plans

17,254 topics in this forum

1. Am I required to give a new TPA who is replacing me a copy of the Plan Document

   By RayJJohnsonJr, June 22
   • 22 replies
   • 537 views
   • 
   • Dave Baker
   • June 24

2. After-tax contributions

   By austin3515, June 24
   • 0 replies
   • 117 views
   • 
   • austin3515
   • June 24

3. fund settlement a decade after plan is paid out

   By AlbanyConsultant, June 21
   • 5 replies
   • 220 views
   • 
   • AlbanyConsultant
   • June 24

4. Control Group Issue for Tax Exempt Organizations

   By David Olive, June 15
   • 10 replies
   • 226 views
   • 
   • David Olive
   • June 23

5. ADP Refund earnings calc question

   By BG5150, June 23
   • 1 reply
   • 139 views
   • 
   • Bird
   • June 23

6. QACA Anniversary Years?

   By Gilmore, June 21
   • 0 replies
   • 81 views
   • 
   • Gilmore
   • June 21

7. QACA using 3% nonelective safe harbor, mid-year amendment to remove safe harbor

   By Belgarath, June 18
   • 4 replies
   • 153 views
   • 
   • Belgarath
   • June 21

8. S-Corp comp

   By TPApril, June 18
   • 2 replies
   • 176 views
   • 
   • C. B. Zeller
   • June 21

9. Maximum Loan / market dropped

   By Lou81, June 17   

   • loan
   • 6 replies
   • 303 views
   • 
   • BenefitJack
   • June 19

10. Uncashed refund of excess deferral

    By gregburst, June 17
    • 1 reply
    • 186 views
    • 
    • duckthing
    • June 17

11. Top Heavy Minimum Contribution

    By justatester, June 16
    • 2 replies
    • 155 views
    • 
    • justatester
    • June 17

12. One owner - SEP for LLC, PS for Inc.?

    By TPApril, June 16
    • 2 replies
    • 147 views
    • 
    • Lou S.
    • June 16

13. Partner - negative earned income but deferral and match

    By Becky Schwing, June 16
    • 1 reply
    • 139 views
    • 
    • Lou S.
    • June 16

14. Do Successor Plan Rules apply to a one participant plan?

    By TMcfall, June 16
    • 0 replies
    • 73 views
    • 
    • TMcfall
    • June 16

15. Correcting ADP test under EPCRS-5330?

    By BG5150, June 16
    • 0 replies
    • 73 views
    • 
    • BG5150
    • June 16

16. After-tax Contributions / Reasonale Limits

    By austin3515, June 14
    • 6 replies
    • 169 views
    • 
    • BG5150
    • June 16

17. Qualified Birth and Adoption

    By austin3515, June 11
    • 8 replies
    • 339 views
    • 
    • Luke Bailey
    • June 15

18. 401(k) Safe Harbor Exemption

    By Kristi Driscoll, June 15   

    • safe harbor match
    • abt
    • 0 replies
    • 80 views
    • 
    • Kristi Driscoll
    • June 15

19. Record Keeper Change FROM TIAA

    By CSBill, June 11
    • 3 replies
    • 201 views
    • 
    • MoJo
    • June 15

20. Deduction on 1040 for a partner in a 401k plan

    By PamR, June 11
    • 2 replies
    • 277 views
    • 
    • Luke Bailey
    • June 15

21. Safe Harbor and Dual Eligibility

    By Gilmore, June 14
    • 4 replies
    • 282 views
    • 
    • Gilmore
    • June 14

22. SPD and Safe Harbor Notice to Terminated Employee

    By Vlad401k, June 14
    • 1 reply
    • 116 views
    • 
    • C. B. Zeller
    • June 14

23. TERMINATED employee recieved letter from SoCIAL Security re his 401k asset value

    By SSRRS, June 11
    • 3 replies
    • 191 views
    • 
    • SSRRS
    • June 11

24. Removing fixed match from Safe Harbor Plan

    By cpc0506, June 11
    • 0 replies
    • 98 views
    • 
    • cpc0506
    • June 11

25. Catch up eligible employee across unrelated employers in one MEP

    By NW529, June 9
    • 3 replies
    • 142 views
    • 
    • Luke Bailey
    • June 11