401(k) Plans

19,362 topics in this forum

1. Losses Due to Incorrect Investment Mapping

   By spartytax, August 1, 2016
   • 6 replies
   • 1.5k views
   • 
   • david rigby
   • December 27, 2016

2. Safe harbor employer 3% match never applied by pension plan sponsor to three terminated employees.

   By carolb23, December 22, 2016   

   • Unpaid funds from safe harbor
   • 5 replies
   • 898 views
   • 
   • ESOP Guy
   • December 27, 2016

3. new plan "missing" the first payroll for deferrals

   By AlbanyConsultant, December 22, 2016
   • 2 replies
   • 797 views
   • 
   • hr for me
   • December 23, 2016

4. Plan allowed participants to exceed 402g

   By austin3515, December 22, 2016
   • 1 reply
   • 568 views
   • 
   • austin3515
   • December 22, 2016

5. DAVIS BACON AND VESTING REQS

   By cheersmate, December 21, 2016   

   • Davis Bacon
   • 401k plan
   • 2 replies
   • 940 views
   • 
   • cheersmate
   • December 22, 2016

6. RMD from IRA?

   By Pension RC, December 22, 2016
   • 2 replies
   • 944 views
   • 
   • bzorc
   • December 22, 2016

7. Relying on Social Security Administration decision about disability

   By Peter Gulia, December 20, 2016   

   • claims procedure; disability
   • 8 replies
   • 1.5k views
   • 
   • hr for me
   • December 21, 2016

8. 401(k) for self employed

   By thepensionmaven, December 20, 2016
   • 1 reply
   • 838 views
   • 
   • rcline46
   • December 20, 2016

9. Is rev proc 2013-12 the latest EPCRS?

   By Jim Chad, December 19, 2016
   • 3 replies
   • 755 views
   • 
   • Belgarath
   • December 20, 2016

10. safe harbor plan startup

    By Santo Gold, December 1, 2016
    • 8 replies
    • 2.2k views
    • 
    • Beemer
    • December 19, 2016

11. Safe Harbor 401(k) Plan - Employer Wants to Suspend Match for One Subsidiary or Division

    By rocknrolls2, December 5, 2016   

    • Does Employer Lose Safe Harbo
    • 5 replies
    • 1.3k views
    • 
    • rocknrolls2
    • December 16, 2016

12. One-person "Solo-K" Plan - part time employee

    By Tinman, December 16, 2016
    • 9 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • December 16, 2016

13. late deposit next steps?

    By cripp12, December 14, 2016
    • 11 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • December 16, 2016

14. Form 5300 for ASG Determination?

    By Susan S., December 15, 2016
    • 0 replies
    • 608 views
    • 
    • Susan S.
    • December 15, 2016

15. Amending Vesting service requirement from all years to participation

    By AdKu, December 15, 2016   

    • Amending Vesting service requ
    • vesting from all yrs to part
    • 3 replies
    • 1.3k views
    • 
    • AdKu
    • December 15, 2016

16. CFO switching to 1099--Would you let him keep paying his loan?

    By TPAJake, December 13, 2016
    • 11 replies
    • 1.5k views
    • 
    • TPAJake
    • December 15, 2016

17. plan entry date question

    By K2retire, December 12, 2016
    • 14 replies
    • 7.8k views
    • 
    • K2retire
    • December 15, 2016

18. S Corp Employer contribution and W2 Income

    By tomriddle, December 15, 2016
    • 2 replies
    • 645 views
    • 
    • Bird
    • December 15, 2016

19. Excludible NHCE becomes HCE, quits, minimum coverage issue

    By JWRB, December 14, 2016
    • 6 replies
    • 777 views
    • 
    • MWeddell
    • December 14, 2016

20. ROBS Plan needs a valuation

    By austin3515, December 14, 2016
    • 2 replies
    • 1.5k views
    • 
    • ESOP Guy
    • December 14, 2016

21. Change SH Type for 1/1/17 after 11/30/16

    By Danny CPA, December 10, 2016
    • 12 replies
    • 1.4k views
    • 
    • rcline46
    • December 14, 2016

22. Failure to notify employee of 401K eligibility

    By Guest mission444, November 10, 2012
    • 4 replies
    • 17.5k views
    • 
    • Recartuck
    • December 14, 2016

23. Withholding on retirement plan distributions/ 945 deposits

    By Pammie57, December 13, 2016
    • 8 replies
    • 2k views
    • 
    • austin3515
    • December 13, 2016

24. 401k contribution reduced and never raised

    By ratherbereading, December 13, 2016   

    • Reduce contribution
    • 1 reply
    • 654 views
    • 
    • WCC
    • December 13, 2016

25. Non QJSA 401(k) spousal waiver for beneficiary

    By Jim Chad, December 13, 2016
    • 2 replies
    • 683 views
    • 
    • GMK
    • December 13, 2016

26. EACA Plan - changing Default Percentage after 1/1/

    By 52626, December 8, 2016
    • 2 replies
    • 2.2k views
    • 
    • K2retire
    • December 12, 2016

27. Allowing early entry

    By JPIngold, December 12, 2016
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • December 12, 2016

28. Notification for Capping HCEs

    By khn, December 9, 2016
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • December 12, 2016

29. Minimum Coverage Testing

    By Guest Hunter401k, December 9, 2016
    • 4 replies
    • 872 views
    • 
    • austin3515
    • December 12, 2016

30. PLLC and Bonus after Plan Year End

    By msmith, December 8, 2016
    • 4 replies
    • 903 views
    • 
    • austin3515
    • December 11, 2016

31. PS after Tax Return Filed but before Due Date

    By cheersmate, December 7, 2016   

    • Annual Additions
    • Deduction Carryover
    • (and 2 more)

      Tagged with:

      • Annual Additions
      • Deduction Carryover
      • Profit Sharing
      • Safe Harbor
    • 2 replies
    • 797 views
    • 
    • cheersmate
    • December 9, 2016

32. RMD 70 1/2 Start Date or Year

    By PainPA, December 8, 2016
    • 7 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • December 9, 2016

33. Safe Harbor- Control groups

    By Guest New401k, December 8, 2016
    • 1 reply
    • 616 views
    • 
    • ETA Consulting LLC
    • December 9, 2016

34. Midyear amendment to SH plan... 30 days required?

    By AlbanyConsultant, December 8, 2016
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • December 8, 2016

35. vesting schedule change is more strict

    By WCC, December 7, 2016
    • 1 reply
    • 742 views
    • 
    • Lou S.
    • December 7, 2016

36. Plan excludes "overtime" from compensation

    By 7806akp, December 6, 2016   

    • What is considered overtime
    • 6 replies
    • 2k views
    • 
    • K2retire
    • December 7, 2016

37. Permissive Service Credits Purchase

    By marco23, December 6, 2016
    • 0 replies
    • 781 views
    • 
    • marco23
    • December 6, 2016

38. 401(k) Loans Not Transferrable in Annuity Contract

    By lisabroc, December 2, 2016
    • 4 replies
    • 1.6k views
    • 
    • MoJo
    • December 5, 2016

39. late matching contributions deposit associated with late deferrals & Form 5500

    By AdKu, December 1, 2016   

    • late matching contributions
    • Form 5500 schedule H line 4a
    • 10 replies
    • 2.6k views
    • 
    • benconsulting
    • December 3, 2016

40. Auto Enroll Notices

    By JKW, November 29, 2016
    • 2 replies
    • 858 views
    • 
    • John Feldt ERPA CPC QPA
    • December 2, 2016

41. Year End Discretionary Matching Contribution amended to x% payroll by payroll Matching contribution

    By AdKu, December 2, 2016   

    • Year End Discretionary Matchi
    • x% payroll by payroll Matchin
    • 0 replies
    • 769 views
    • 
    • AdKu
    • December 2, 2016

42. Nonqualified IRA funds rolled into 401(k) Plan

    By 401(k)athryn, December 1, 2016   

    • 401(k)
    • nonqualified
    • (and 1 more)

      Tagged with:

      • 401(k)
      • nonqualified
      • rollover
    • 1 reply
    • 585 views
    • 
    • 401king
    • December 1, 2016

43. HCE compensation based on current year

    By AdKu, November 22, 2016
    • 2 replies
    • 595 views
    • 
    • AdKu
    • December 1, 2016

44. 7 day safe harbor rule for deposits

    By WCC, November 30, 2016
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • December 1, 2016

45. HCE in more than 1 plan

    By AKconsult, November 22, 2016   

    • ADP testing
    • 11 replies
    • 2.1k views
    • 
    • Kevin C
    • December 1, 2016

46. late filer

    By gregburst, December 1, 2016
    • 3 replies
    • 950 views
    • 
    • 401king
    • December 1, 2016

47. Master trust for DC plans

    By formeractuary, November 29, 2016
    • 2 replies
    • 699 views
    • 
    • formeractuary
    • November 30, 2016

48. Acquistion / Assume Old Plan / Set up new Plan

    By austin3515, November 29, 2016
    • 2 replies
    • 742 views
    • 
    • austin3515
    • November 30, 2016

49. safe harbor notice for 2017 distributed, but...

    By Belgarath, November 23, 2016
    • 9 replies
    • 1.4k views
    • 
    • Kevin C
    • November 29, 2016

50. Free CPE for ASPPA

    By austin3515, November 22, 2016
    • 10 replies
    • 2.6k views
    • 
    • RatherBeGolfing
    • November 25, 2016