401(k) Plans

19,468 topics in this forum

1. State FMLA and Break In Service

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

2. Term of Service Waiver

   By whistlingvivaldi, March 23, 2017   

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

3. Earned Income Calculation

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

4. Earned Income Calculation

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

5. Remove Auto Enroll

   By CJS07, March 22, 2017   

   • timing?
   • 2 replies
   • 2.4k views
   • 
   • TPAJake
   • March 23, 2017

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

   By kmhaab, March 17, 2017   

   • restatement
   • nonamender failure
   • 4 replies
   • 1.5k views
   • 
   • david rigby
   • March 23, 2017

7. EPCRS Correction / Loan Default

   By austin3515, March 21, 2017
   • 15 replies
   • 2.8k views
   • 
   • Tom Poje
   • March 23, 2017

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

   By Pension Panda, March 21, 2017
   • 12 replies
   • 2.6k views
   • 
   • Mike Preston
   • March 21, 2017

9. 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
   • 2.2k views
   • 
   • Mr Bagwell
   • March 20, 2017

10. ADP/ACP, Ratio Percentage

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

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

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

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

    By TPApril, March 15, 2017
    • 10 replies
    • 6.8k views
    • 
    • RatherBeGolfing
    • March 16, 2017

13. Match refunded or forfeited in this case

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

14. Hardships / Self-Certification

    By austin3515, March 15, 2017
    • 10 replies
    • 2k views
    • 
    • RatherBeGolfing
    • March 16, 2017

15. Early Entry Deferrals/1 yr wait for match

    By Guest Effie Clark, February 28, 2000
    • 5 replies
    • 2k views
    • 
    • K2retire
    • March 16, 2017

16. Safe Harbor Nonelective with exclusions

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

17. Cross tested Calc

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

18. 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
    • 1.1k views
    • 
    • The 402"(G)"
    • March 14, 2017

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

    By AlbanyConsultant, March 13, 2017
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • March 14, 2017

20. Safe Harbor Nonelective & HCE exclusion

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

21. Safe Harbor to HCEs

    By Gilmore, March 1, 2016
    • 15 replies
    • 4.8k views
    • 
    • Tom Poje
    • March 14, 2017

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

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

23. Affiliated employer wants to start own plan

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

24. Short Plan Year - New Plan

    By Pammie57, March 13, 2017
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • March 13, 2017

25. Schedule C Income- 2 Separate Businesses

    By steverenner, March 9, 2017   

    • sole proprietor
    • 5 replies
    • 1.8k views
    • 
    • Kevin C
    • March 10, 2017

26. Disadvantage of ADP Refunds

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

27. Missed Safe Harbor and ADP testing

    By BG5150, March 9, 2017
    • 8 replies
    • 2.1k views
    • 
    • RatherBeGolfing
    • March 10, 2017

28. 415 confusion - non calendar year

    By WCC, March 9, 2017
    • 5 replies
    • 1.3k views
    • 
    • WCC
    • March 9, 2017

29. RMD Rules

    By austin3515, March 7, 2017
    • 11 replies
    • 2k views
    • 
    • austin3515
    • March 9, 2017

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

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

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

    By Guest Hilarion, December 9, 2003
    • 15 replies
    • 13.6k views
    • 
    • Reluctant Actuary
    • March 8, 2017

32. CONTROLLED GROUP/ADP TESTING

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

33. Electronic Distribution of Fund Change Notice

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

34. ADP failure refund for takeover plan

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

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

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

36. New Plan Termination

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

37. Failed coverage, no fail-safe

    By BG5150, March 3, 2017
    • 3 replies
    • 798 views
    • 
    • Tom Poje
    • March 6, 2017

38. Deferral in Error

    By PFranckowiak, March 2, 2017
    • 2 replies
    • 523 views
    • 
    • BG5150
    • March 3, 2017

39. Failed ADP test -QNEC & TH contribution relationship

    By Pammie57, March 2, 2017
    • 4 replies
    • 3.1k views
    • 
    • Pammie57
    • March 3, 2017

40. QLAC

    By cathyw, March 3, 2017
    • 0 replies
    • 456 views
    • 
    • cathyw
    • March 3, 2017

41. Catch Up Contributions When Compensation Is Low

    By mming, March 2, 2017
    • 4 replies
    • 767 views
    • 
    • CuseFan
    • March 3, 2017

42. EPCRS Retro Amendment for HCE

    By austin3515, March 2, 2017
    • 7 replies
    • 1.2k views
    • 
    • CuseFan
    • March 3, 2017

43. Different 401k for groups of employees

    By bort, March 3, 2017
    • 3 replies
    • 1.7k views
    • 
    • CuseFan
    • March 3, 2017

44. Catch-up and payroll companies

    By K2retire, March 2, 2017
    • 5 replies
    • 1.1k views
    • 
    • K2retire
    • March 3, 2017

45. Non-uniform match

    By 401_noob, February 28, 2017
    • 18 replies
    • 3.2k views
    • 
    • Kevin C
    • March 3, 2017

46. Can you correct 401k loan defaulted by "mistake"?

    By kmhaab, March 1, 2017   

    • vcp
    • loan correction
    • (and 1 more)

      Tagged with:

      • vcp
      • loan correction
      • 401(k)
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • March 2, 2017

47. All time record for ADP %

    By Tom Poje, March 1, 2017
    • 5 replies
    • 669 views
    • 
    • Mike Preston
    • March 1, 2017

48. Change to Match Formula - after year end?

    By jmartin, February 24, 2017
    • 5 replies
    • 961 views
    • 
    • Kevin C
    • March 1, 2017

49. Missed Deferral and Match

    By Vlad401k, February 28, 2017
    • 1 reply
    • 536 views
    • 
    • WCC
    • February 28, 2017

50. Too much match from Too much Compensation

    By Mr Bagwell, February 27, 2017   

    • match
    • 4 replies
    • 2.9k views
    • 
    • Mr Bagwell
    • February 28, 2017