401(k) Plans

19,382 topics in this forum

1. Excluding Interns as a Class from 401(k) Plan Participation

   By coleboy, March 28, 2017
   • 10 replies
   • 9.3k views
   • 
   • jpod
   • April 4, 2017

2. New Comp Contribution red flags

   By Sammiemor, April 4, 2017
   • 7 replies
   • 871 views
   • 
   • K2
   • April 4, 2017

3. Discretionary Match

   By Nuts, March 21, 2017   

   • discretionary match
   • amendment after year end
   • (and 1 more)

     Tagged with:

     • discretionary match
     • amendment after year end
     • top heavy
   • 4 replies
   • 1.3k views
   • 
   • Nuts
   • April 4, 2017

4. VFCP Program

   By austin3515, March 30, 2017
   • 8 replies
   • 1.2k views
   • 
   • austin3515
   • April 3, 2017

5. 401K active loan, then hardship request on balance with resignation

   By Aeolia, April 3, 2017
   • 2 replies
   • 713 views
   • 
   • Lou S.
   • April 3, 2017

6. 401(k) plan + SEP, and nondiscrimination testing

   By AndrewZ, April 3, 2017
   • 0 replies
   • 609 views
   • 
   • AndrewZ
   • April 3, 2017

7. Hardships and Rehire

   By 52626, March 30, 2017
   • 2 replies
   • 711 views
   • 
   • 52626
   • March 30, 2017

8. Can you exclude catchups from SH Match?

   By Jim Chad, March 30, 2017
   • 2 replies
   • 566 views
   • 
   • Tom Poje
   • March 30, 2017

9. ADP Failure but funds rolled over

   By Blinky the 3-eyed Fish, March 28, 2017
   • 6 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • March 29, 2017

10. Life Insurance Plans in 401(k)

    By 401(k) DUDE, March 28, 2017
    • 1 reply
    • 434 views
    • 
    • Belgarath
    • March 29, 2017

11. SEP IRA In SAme Year as 401k

    By austin3515, March 28, 2017
    • 7 replies
    • 1.1k views
    • 
    • austin3515
    • March 28, 2017

12. Successor plan rule

    By R.G., March 27, 2017
    • 21 replies
    • 7.2k views
    • 
    • MoJo
    • March 28, 2017

13. 401k vesting lost when transferring abroad

    By George, March 27, 2017
    • 2 replies
    • 645 views
    • 
    • MoJo
    • March 28, 2017

14. Empower/KGPF Lawsuit

    By austin3515, March 24, 2017
    • 12 replies
    • 10.5k views
    • 
    • RatherBeGolfing
    • March 27, 2017

15. State FMLA and Break In Service

    By goldtpa, March 22, 2017
    • 1 reply
    • 638 views
    • 
    • Peter Gulia
    • March 24, 2017

16. Term of Service Waiver

    By whistlingvivaldi, March 23, 2017   

    • 401k
    • 3 replies
    • 441 views
    • 
    • Bill Presson
    • March 24, 2017

17. Earned Income Calculation

    By austin3515, March 23, 2017
    • 1 reply
    • 407 views
    • 
    • Bird
    • March 24, 2017

18. Earned Income Calculation

    By austin3515, March 23, 2017
    • 1 reply
    • 549 views
    • 
    • Belgarath
    • March 23, 2017

19. Remove Auto Enroll

    By CJS07, March 22, 2017   

    • timing?
    • 2 replies
    • 2.3k views
    • 
    • TPAJake
    • March 23, 2017

20. Must an individual-designed-plan be restated if compliant?

    By kmhaab, March 17, 2017   

    • restatement
    • nonamender failure
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • March 23, 2017

21. EPCRS Correction / Loan Default

    By austin3515, March 21, 2017
    • 15 replies
    • 2.6k views
    • 
    • Tom Poje
    • March 23, 2017

22. New Comparability, NOT top heavy, No safe harbor

    By Pension Panda, March 21, 2017
    • 12 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 21, 2017

23. New Safe Harbor 401K & Terminated Employees

    By JToenes, March 17, 2017   

    • safe harbor
    • terminated employee
    • (and 4 more)

      Tagged with:

      • safe harbor
      • terminated employee
      • terminated employees
      • 401(k)
      • 401
      • new
    • 3 replies
    • 2.1k views
    • 
    • Mr Bagwell
    • March 20, 2017

24. ADP/ACP, Ratio Percentage

    By fiona1, March 17, 2017
    • 1 reply
    • 587 views
    • 
    • BG5150
    • March 17, 2017

25. Hardship Withdrawal vs. Loan for First Time Home buyers

    By Pammie57, March 17, 2017
    • 1 reply
    • 609 views
    • 
    • Belgarath
    • March 17, 2017

26. Gift cards - how to include in comp & treat for 401k

    By TPApril, March 15, 2017
    • 10 replies
    • 6.5k views
    • 
    • RatherBeGolfing
    • March 16, 2017

27. Match refunded or forfeited in this case

    By BG5150, March 16, 2017
    • 4 replies
    • 545 views
    • 
    • Tom Poje
    • March 16, 2017

28. Hardships / Self-Certification

    By austin3515, March 15, 2017
    • 10 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • March 16, 2017

29. Early Entry Deferrals/1 yr wait for match

    By Guest Effie Clark, February 28, 2000
    • 5 replies
    • 1.9k views
    • 
    • K2retire
    • March 16, 2017

30. Safe Harbor Nonelective with exclusions

    By AKPension, March 15, 2017
    • 5 replies
    • 529 views
    • 
    • ETA Consulting LLC
    • March 15, 2017

31. Cross tested Calc

    By Pammie57, March 14, 2017
    • 4 replies
    • 579 views
    • 
    • CuseFan
    • March 14, 2017

32. Mid-Year Open MEP Conversion - 5500 Filings

    By The 402"(G)", March 10, 2017   

    • 5500
    • mep
    • (and 4 more)

      Tagged with:

      • 5500
      • mep
      • multiple
      • employer
      • plan
      • multiple employer plan
    • 2 replies
    • 940 views
    • 
    • The 402"(G)"
    • March 14, 2017

33. How bad does this mid-year SHM change feel?

    By AlbanyConsultant, March 13, 2017
    • 6 replies
    • 1.3k views
    • 
    • Kevin C
    • March 14, 2017

34. Safe Harbor Nonelective & HCE exclusion

    By AdKu, March 13, 2017
    • 2 replies
    • 594 views
    • 
    • Bird
    • March 14, 2017

35. Safe Harbor to HCEs

    By Gilmore, March 1, 2016
    • 15 replies
    • 4.3k views
    • 
    • Tom Poje
    • March 14, 2017

36. Cash in lue of fringe benefit counted as comp?

    By Jim Chad, March 13, 2017
    • 2 replies
    • 850 views
    • 
    • Mike Preston
    • March 13, 2017

37. Affiliated employer wants to start own plan

    By Santo Gold, March 13, 2017
    • 0 replies
    • 424 views
    • 
    • Santo Gold
    • March 13, 2017

38. Short Plan Year - New Plan

    By Pammie57, March 13, 2017
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • March 13, 2017

39. Schedule C Income- 2 Separate Businesses

    By steverenner, March 9, 2017   

    • sole proprietor
    • 5 replies
    • 1.6k views
    • 
    • Kevin C
    • March 10, 2017

40. Disadvantage of ADP Refunds

    By austin3515, March 10, 2017
    • 10 replies
    • 843 views
    • 
    • austin3515
    • March 10, 2017

41. Missed Safe Harbor and ADP testing

    By BG5150, March 9, 2017
    • 8 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • March 10, 2017

42. 415 confusion - non calendar year

    By WCC, March 9, 2017
    • 5 replies
    • 1.2k views
    • 
    • WCC
    • March 9, 2017

43. RMD Rules

    By austin3515, March 7, 2017
    • 11 replies
    • 1.8k views
    • 
    • austin3515
    • March 9, 2017

44. HCE violated 402(g)... effect on profit sharing?

    By AlbanyConsultant, March 7, 2017
    • 2 replies
    • 518 views
    • 
    • AlbanyConsultant
    • March 8, 2017

45. Safe Harbor 401(k) top-heavy if profit sharing contributions also made?

    By Guest Hilarion, December 9, 2003
    • 15 replies
    • 13k views
    • 
    • Reluctant Actuary
    • March 8, 2017

46. CONTROLLED GROUP/ADP TESTING

    By Chippy, March 8, 2017
    • 6 replies
    • 556 views
    • 
    • Tom Poje
    • March 8, 2017

47. Electronic Distribution of Fund Change Notice

    By 52626, March 8, 2017
    • 1 reply
    • 566 views
    • 
    • RatherBeGolfing
    • March 8, 2017

48. ADP failure refund for takeover plan

    By leighl, March 7, 2017
    • 5 replies
    • 817 views
    • 
    • ESOP Guy
    • March 7, 2017

49. Payroll by payroll Matching Contribution provision Amended to Stop mid year - ACP TEST

    By AdKu, March 1, 2017
    • 5 replies
    • 579 views
    • 
    • AdKu
    • March 7, 2017

50. New Plan Termination

    By coleboy, March 6, 2017
    • 4 replies
    • 632 views
    • 
    • Lou S.
    • March 6, 2017