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401(k) Plans

19,410 topics in this forum

  1. No Contributions in the First Plan Year

    By BeanCounterBlues,
    • 12 replies
    • 1.6k views

  2. Safe harbor 3% cross tested plan

    By Pixie,
    • 5 replies
    • 574 views

  3. Safe harbor plan fails coverage

    By 30Rock,
    • 3 replies
    • 1.6k views

  4. 401k/ catch up/ PSP

    By pgold,
    • 6 replies
    • 1.1k views
    • K2
    • K2

  5. ADP correction - then match calculation?

    By WCC,
    • 1 reply
    • 488 views

  6. Changing eligibilty - nondiscriminatory?

    By AlbanyConsultant,
    • 21 replies
    • 3.6k views

  7. KSOP - Substantial and Recurring Contributions

    By EBECatty,
    • 2 replies
    • 512 views

  8. Associated match if match formula changed

    By John Feldt ERPA CPC QPA,   
    • 3 replies
    • 790 views

  9. Discretionary Match

    By mjf624,   
    • 1 reply
    • 505 views

  10. Best payroll start date for contributions

    By TPApril,
    • 4 replies
    • 609 views

  11. Initial Plan Year - ADP testing

    By Pammie57,
    • 2 replies
    • 2.2k views

  12. Roth vs. Voluntary Contributions

    By thepensionmaven,
    • 8 replies
    • 1.7k views

  13. Special Deferral effective and plan entry

    By BG5150,
    • 3 replies
    • 1.2k views

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

    By AlbanyConsultant,
    • 4 replies
    • 1.8k views

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

    By Detra,   
    • 5 replies
    • 5.2k views

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

    By Peter Gulia,   
    • 18 replies
    • 1.9k views

  17. Matching formula based on Years of Service

    By cpc0506,   
    • 6 replies
    • 1.7k views

  18. Schedule C vs W-2/Corp

    By austin3515,
    • 5 replies
    • 1.3k views

  19. MEP and family attribution

    By Jennifer D.,
    • 2 replies
    • 660 views

  20. Rev Proc 2015-28 notice requirements

    By WCC,
    • 3 replies
    • 1.3k views

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

    By BG5150,
    • 6 replies
    • 1.5k views
    • WCC
    • WCC

  22. Excess Deferral Ordering Rules

    By tuna524,
    • 1 reply
    • 1.1k views

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

    By AlbanyConsultant,
    • 2 replies
    • 1.1k views

  24. One Plan to Two Plans, SOX Notice?

    By 401kPig,
    • 1 reply
    • 450 views

  25. ADP test excludable employee

    By EBDI,
    • 19 replies
    • 2.6k views

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

    By BG5150,
    • 3 replies
    • 606 views
    • K2
    • K2

  27. Excess match - distributed

    By kymo,
    • 1 reply
    • 454 views
    • K2
    • K2

  28. Irregular pay?

    By doombuggy,   
    • 1 reply
    • 1.5k views

  29. Multiple Employer Plan / 415 Limits

    By austin3515,
    • 4 replies
    • 1.6k views

  30. Beneficiary lump sum 1 year or 5?

    By 401ok,
    • 4 replies
    • 1.2k views

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

    By AdKu,   
    • 1 reply
    • 1.7k views

  32. Request to stop loan paymemts

    By jmartin,
    • 6 replies
    • 994 views

  33. 401k 415

    By pgold,
    • 4 replies
    • 554 views
    • K2
    • K2

  34. 401k catchup

    By pgold,
    • 3 replies
    • 787 views

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

    By ERISA-Bubs,
    • 17 replies
    • 2.6k views

  36. 401k Safe Harbor Question

    By RTChief,   
    • 3 replies
    • 711 views

  37. PayChex Problems - 125 Excluded from 401k Calc

    By austin3515,
    • 6 replies
    • 1.7k views

  38. timing for deposit for quarterly match

    By AlbanyConsultant,
    • 2 replies
    • 507 views

  39. Delay / Repeal of Fiduciary Rule Expected

    By austin3515,
    • 7 replies
    • 766 views

  40. QACA Auto Increases

    By austin3515,
    • 5 replies
    • 1k views

  41. 415 Limit when an owner is in more than one plan

    By emmetttrudy,
    • 2 replies
    • 691 views

  42. employer switch

    By gregburst,
    • 1 reply
    • 561 views

  43. Match not funded on Pay-period basis

    By Vlad401k,
    • 4 replies
    • 1.2k views

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

    By Lori H,
    • 8 replies
    • 3.2k views

  45. New Plan - Prior Service

    By HafnerN1,   
    • 2 replies
    • 933 views

  46. Taxable fringe benefit - "nonaccountable" plan

    By Belgarath,   
    • 12 replies
    • 11.2k views

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

    By CharlesLeggette,   
    • 2 replies
    • 604 views

  48. BRF on Match Formula

    By austin3515,
    • 3 replies
    • 1.2k views

  49. payroll company will not match 401k contributions

    By TPApril,
    • 14 replies
    • 1.3k views

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

    By paterinick,   
    • 10 replies
    • 6.5k views
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