401(k) Plans

19,362 topics in this forum

1. Incorrect Elective Deferral

   By AAS2, February 23, 2017   

   • elective deferral
   • correction
   • (and 1 more)

     Tagged with:

     • elective deferral
     • correction
     • payroll period
   • 8 replies
   • 3.4k views
   • 
   • CuseFan
   • February 24, 2017

2. No Contributions in the First Plan Year

   By BeanCounterBlues, February 20, 2017
   • 12 replies
   • 1.5k views
   • 
   • austin3515
   • February 24, 2017

3. Safe harbor 3% cross tested plan

   By Pixie, February 23, 2017
   • 5 replies
   • 540 views
   • 
   • Pixie
   • February 23, 2017

4. Safe harbor plan fails coverage

   By 30Rock, June 3, 2015
   • 3 replies
   • 1.6k views
   • 
   • PensionPro
   • February 23, 2017

5. 401k/ catch up/ PSP

   By pgold, February 22, 2017
   • 6 replies
   • 1k views
   • 
   • K2
   • February 23, 2017

6. ADP correction - then match calculation?

   By WCC, February 22, 2017
   • 1 reply
   • 463 views
   • 
   • Tom Poje
   • February 22, 2017

7. Changing eligibilty - nondiscriminatory?

   By AlbanyConsultant, February 16, 2017
   • 21 replies
   • 3.4k views
   • 
   • RatherBeGolfing
   • February 22, 2017

8. KSOP - Substantial and Recurring Contributions

   By EBECatty, February 21, 2017
   • 2 replies
   • 482 views
   • 
   • EBECatty
   • February 21, 2017

9. Associated match if match formula changed

   By John Feldt ERPA CPC QPA, February 17, 2017   

   • associated match
   • 3 replies
   • 761 views
   • 
   • ESOP Guy
   • February 20, 2017

10. Discretionary Match

    By mjf624, February 17, 2017   

    • discretionary match
    • 1 reply
    • 487 views
    • 
    • Kevin C
    • February 17, 2017

11. Best payroll start date for contributions

    By TPApril, February 16, 2017
    • 4 replies
    • 584 views
    • 
    • Bill Presson
    • February 16, 2017

12. Initial Plan Year - ADP testing

    By Pammie57, February 15, 2017
    • 2 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 16, 2017

13. Roth vs. Voluntary Contributions

    By thepensionmaven, February 10, 2017
    • 8 replies
    • 1.6k views
    • 
    • K2retire
    • February 15, 2017

14. Special Deferral effective and plan entry

    By BG5150, February 14, 2017
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • February 15, 2017

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

    By AlbanyConsultant, February 14, 2017
    • 4 replies
    • 1.8k views
    • 
    • RatherBeGolfing
    • February 15, 2017

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

    By Detra, February 14, 2017   

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

17. 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
    • 1.8k views
    • 
    • Belgarath
    • February 14, 2017

18. Matching formula based on Years of Service

    By cpc0506, February 13, 2017   

    • allocation conditions
    • 6 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 14, 2017

19. Schedule C vs W-2/Corp

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

20. MEP and family attribution

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

21. Rev Proc 2015-28 notice requirements

    By WCC, September 1, 2016
    • 3 replies
    • 1.3k views
    • 
    • austin3515
    • February 13, 2017

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

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

23. Excess Deferral Ordering Rules

    By tuna524, February 10, 2017
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 10, 2017

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

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

25. One Plan to Two Plans, SOX Notice?

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

26. ADP test excludable employee

    By EBDI, January 30, 2017
    • 19 replies
    • 2.4k views
    • 
    • My 2 cents
    • February 8, 2017

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

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

28. Excess match - distributed

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

29. Irregular pay?

    By doombuggy, February 8, 2017   

    • irregular pay
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • February 8, 2017

30. Multiple Employer Plan / 415 Limits

    By austin3515, February 6, 2017
    • 4 replies
    • 1.5k views
    • 
    • KJohnson
    • February 7, 2017

31. Beneficiary lump sum 1 year or 5?

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

32. 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
    • 1.5k views
    • 
    • Bird
    • February 7, 2017

33. Request to stop loan paymemts

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

34. 401k 415

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

35. 401k catchup

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

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

    By ERISA-Bubs, July 20, 2016
    • 17 replies
    • 2.5k views
    • 
    • BG5150
    • February 6, 2017

37. 401k Safe Harbor Question

    By RTChief, February 3, 2017   

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

38. PayChex Problems - 125 Excluded from 401k Calc

    By austin3515, February 2, 2017
    • 6 replies
    • 1.6k views
    • 
    • Eric Taylor
    • February 3, 2017

39. timing for deposit for quarterly match

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

40. Delay / Repeal of Fiduciary Rule Expected

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

41. QACA Auto Increases

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

42. 415 Limit when an owner is in more than one plan

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

43. employer switch

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

44. Match not funded on Pay-period basis

    By Vlad401k, January 31, 2017
    • 4 replies
    • 1.2k views
    • 
    • Kevin C
    • February 1, 2017

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

    By Lori H, January 31, 2017
    • 8 replies
    • 3.1k views
    • 
    • Lori H
    • January 31, 2017

46. New Plan - Prior Service

    By HafnerN1, January 31, 2017   

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

47. Taxable fringe benefit - "nonaccountable" plan

    By Belgarath, May 24, 2013   

    • w-2
    • deferrals
    • 12 replies
    • 11k views
    • 
    • K2retire
    • January 31, 2017

48. 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
    • 574 views
    • 
    • austin3515
    • January 31, 2017

49. BRF on Match Formula

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

50. payroll company will not match 401k contributions

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