401(k) Plans

19,299 topics in this forum

1. Deferral deposits to the wrong person - is it "late"?

   By AlbanyConsultant, February 14, 2017
   • 4 replies
   • 1.7k views
   • 
   • RatherBeGolfing
   • February 15, 2017

2. Don't know who beneficiaries are on my husband 401K

   By Detra, February 14, 2017   

   • 401k
   • 5 replies
   • 4.5k views
   • 
   • david rigby
   • February 14, 2017

3. Should a charity's retirement plan be a 403(b) or a 401(k)?

   By Peter Gulia, January 24, 2017   

   • 401(k); 403(b); charitable
   • 18 replies
   • 1.7k views
   • 
   • Belgarath
   • February 14, 2017

4. Matching formula based on Years of Service

   By cpc0506, February 13, 2017   

   • allocation conditions
   • 6 replies
   • 1.6k views
   • 
   • Tom Poje
   • February 14, 2017

5. Schedule C vs W-2/Corp

   By austin3515, February 12, 2017
   • 5 replies
   • 1.2k views
   • 
   • spiritrider
   • February 14, 2017

6. MEP and family attribution

   By Jennifer D., February 9, 2017
   • 2 replies
   • 617 views
   • 
   • austin3515
   • February 13, 2017

7. Rev Proc 2015-28 notice requirements

   By WCC, September 1, 2016
   • 3 replies
   • 1.2k views
   • 
   • austin3515
   • February 13, 2017

8. Can we have regular SH match with auto-enrollment

   By BG5150, February 10, 2017
   • 6 replies
   • 1.4k views
   • 
   • WCC
   • February 10, 2017

9. Excess Deferral Ordering Rules

   By tuna524, February 10, 2017
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • February 10, 2017

10. Deferrals from severance pay - how to return them?

    By AlbanyConsultant, February 8, 2017
    • 2 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • February 9, 2017

11. One Plan to Two Plans, SOX Notice?

    By 401kPig, February 7, 2017
    • 1 reply
    • 423 views
    • 
    • K2retire
    • February 8, 2017

12. ADP test excludable employee

    By EBDI, January 30, 2017
    • 19 replies
    • 2.3k views
    • 
    • My 2 cents
    • February 8, 2017

13. Affect on late deposit of PS on 415 in a pooled plan

    By BG5150, February 7, 2017
    • 3 replies
    • 568 views
    • 
    • K2
    • February 8, 2017

14. Excess match - distributed

    By kymo, February 7, 2017
    • 1 reply
    • 424 views
    • 
    • K2
    • February 8, 2017

15. Irregular pay?

    By doombuggy, February 8, 2017   

    • irregular pay
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • February 8, 2017

16. Multiple Employer Plan / 415 Limits

    By austin3515, February 6, 2017
    • 4 replies
    • 1.4k views
    • 
    • KJohnson
    • February 7, 2017

17. Beneficiary lump sum 1 year or 5?

    By 401ok, February 5, 2017
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • February 7, 2017

18. How to treat handle W-2 Box 12a code DD amounts - IRC 3401(a) Comp

    By AdKu, February 6, 2017   

    • w-2 box 12a code dd
    • w-2 box 5
    • (and 1 more)

      Tagged with:

      • w-2 box 12a code dd
      • w-2 box 5
      • irc 3401(a)
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • February 7, 2017

19. Request to stop loan paymemts

    By jmartin, February 6, 2017
    • 6 replies
    • 931 views
    • 
    • ESOP Guy
    • February 6, 2017

20. 401k 415

    By pgold, February 6, 2017
    • 4 replies
    • 515 views
    • 
    • K2
    • February 6, 2017

21. 401k catchup

    By pgold, February 6, 2017
    • 3 replies
    • 742 views
    • 
    • Tom Poje
    • February 6, 2017

22. Participant's only contribution classified as catch-up; not matched.

    By ERISA-Bubs, July 20, 2016
    • 17 replies
    • 2.4k views
    • 
    • BG5150
    • February 6, 2017

23. 401k Safe Harbor Question

    By RTChief, February 3, 2017   

    • 401k
    • 3 replies
    • 675 views
    • 
    • RTChief
    • February 3, 2017

24. PayChex Problems - 125 Excluded from 401k Calc

    By austin3515, February 2, 2017
    • 6 replies
    • 1.5k views
    • 
    • Eric Taylor
    • February 3, 2017

25. timing for deposit for quarterly match

    By AlbanyConsultant, February 2, 2017
    • 2 replies
    • 468 views
    • 
    • AlbanyConsultant
    • February 3, 2017

26. Delay / Repeal of Fiduciary Rule Expected

    By austin3515, January 27, 2017
    • 7 replies
    • 701 views
    • 
    • TPAJake
    • February 3, 2017

27. QACA Auto Increases

    By austin3515, January 31, 2017
    • 5 replies
    • 946 views
    • 
    • austin3515
    • February 2, 2017

28. 415 Limit when an owner is in more than one plan

    By emmetttrudy, February 1, 2017
    • 2 replies
    • 637 views
    • 
    • emmetttrudy
    • February 2, 2017

29. employer switch

    By gregburst, February 2, 2017
    • 1 reply
    • 523 views
    • 
    • ETA Consulting LLC
    • February 2, 2017

30. Match not funded on Pay-period basis

    By Vlad401k, January 31, 2017
    • 4 replies
    • 1.1k views
    • 
    • Kevin C
    • February 1, 2017

31. Deferral Election: Dollar Amount or Percentage of Pay?

    By Lori H, January 31, 2017
    • 8 replies
    • 2.9k views
    • 
    • Lori H
    • January 31, 2017

32. New Plan - Prior Service

    By HafnerN1, January 31, 2017   

    • 401(k)
    • 2 replies
    • 886 views
    • 
    • Belgarath
    • January 31, 2017

33. Taxable fringe benefit - "nonaccountable" plan

    By Belgarath, May 24, 2013   

    • w-2
    • deferrals
    • 12 replies
    • 10.9k views
    • 
    • K2retire
    • January 31, 2017

34. CPA just called and said he wants to add a Safe Harbor Feature to his existing KPlan

    By CharlesLeggette, January 30, 2017   

    • safe
    • 2 replies
    • 557 views
    • 
    • austin3515
    • January 31, 2017

35. BRF on Match Formula

    By austin3515, January 27, 2017
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • January 30, 2017

36. payroll company will not match 401k contributions

    By TPApril, January 24, 2017
    • 14 replies
    • 1.2k views
    • 
    • TPAJake
    • January 27, 2017

37. Fidelity will only release retirement with a QDRO. Options??

    By paterinick, January 26, 2017   

    • qdro
    • fidelity
    • 10 replies
    • 5.8k views
    • 
    • paterinick
    • January 26, 2017

38. Catch-up Order - Excess Annual Addition

    By KCA, August 8, 2016
    • 4 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • January 26, 2017

39. Excluded class of employees vs allocation conditions for Coverage Testing

    By tghooper, January 26, 2017
    • 1 reply
    • 493 views
    • 
    • Mike Preston
    • January 26, 2017

40. Applying for a TIN for a new 401-k Plan

    By KevinMc, December 21, 2016
    • 18 replies
    • 4.6k views
    • 
    • RatherBeGolfing
    • January 26, 2017

41. Should an owner still participate once they have collected S.S.?

    By Lori H, January 24, 2017
    • 3 replies
    • 872 views
    • 
    • Lori H
    • January 25, 2017

42. Proposed Regs for definition of QNEC and QMAC 1 2

    By Kevin C, January 17, 2017   

    • in the news section today
    • 71 replies
    • 7.8k views
    • 
    • Kevin C
    • January 25, 2017

43. ADP Prior Year Testing - employee NHCE in 2015 but HCE in 2016

    By waid10, January 24, 2017
    • 1 reply
    • 542 views
    • 
    • Lou S.
    • January 24, 2017

44. Fixed match in safe harbor 401k

    By sammyp42, January 19, 2017
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 24, 2017

45. Loan then early withdrawal

    By Gmass, January 24, 2017
    • 1 reply
    • 611 views
    • 
    • 401king
    • January 24, 2017

46. Rollover processed as a lump sum

    By jmartin, January 24, 2017
    • 6 replies
    • 892 views
    • 
    • RatherBeGolfing
    • January 24, 2017

47. 401(k) loan interest rate and how do employees on straight commission pay back their loan if sometimes they get no pay?

    By RayJJohnsonJr, January 11, 2017
    • 7 replies
    • 1.4k views
    • 
    • MWeddell
    • January 24, 2017

48. Life Insurance Salesman as Statutory Employee

    By TPA Bob, January 23, 2017
    • 5 replies
    • 1.2k views
    • 
    • TPA Bob
    • January 24, 2017

49. Former HCE Death Benefit re-named, Spouse now HCE, count for Top Heavy?

    By JWRB, January 20, 2017
    • 3 replies
    • 892 views
    • 
    • JWRB
    • January 20, 2017

50. Who gets the match?

    By BG5150, January 17, 2017
    • 2 replies
    • 538 views
    • 
    • BG5150
    • January 20, 2017