401(k) Plans

19,275 topics in this forum

1. Small Form 5500 filed without audit later amending as a large Form 5500 with audit

   By AdKu, October 17, 2016   

   • Amend Form 5500-SF to large
   • 2 replies
   • 1.1k views
   • 
   • AdKu
   • October 26, 2016

2. Reallocation of forfs, after 415 date

   By BG5150, October 24, 2016
   • 7 replies
   • 1.3k views
   • 
   • BG5150
   • October 25, 2016

3. DOL Letters on Late Contributions

   By austin3515, October 7, 2016
   • 21 replies
   • 3.9k views
   • 
   • Doghouse
   • October 24, 2016

4. Turbo Tax limiting 401k contributions WHY?

   By mesiodens, October 15, 2016
   • 4 replies
   • 2k views
   • 
   • mesiodens
   • October 24, 2016

5. Overtime rules/ 414(s)

   By bmore1147, October 20, 2016   

   • overtime
   • 401k
   • (and 3 more)

     Tagged with:

     • overtime
     • 401k
     • testing
     • 414s
     • deferrals
   • 3 replies
   • 875 views
   • 
   • rcline46
   • October 20, 2016

6. Elective Deferrals under Sec. 408(k)(6) in a 401(k) Plan

   By AdKu, October 20, 2016   

   • Elective Deferrals under Sec.
   • 0 replies
   • 1.4k views
   • 
   • AdKu
   • October 20, 2016

7. Which comes first -(401k deferral) or (medical insurance deduct)

   By Pammie57, October 12, 2016
   • 4 replies
   • 9.3k views
   • 
   • TPAJake
   • October 19, 2016

8. Social Security Wage Base Skyrockets

   By austin3515, October 19, 2016
   • 7 replies
   • 1.1k views
   • 
   • Tom Poje
   • October 19, 2016

9. Limited partner or other LLC member

   By kdubinski, October 18, 2016   

   • 401(k) Plan
   • 3 replies
   • 890 views
   • 
   • kdubinski
   • October 19, 2016

10. Entry date for employee with service recognized from another employer

    By AKconsult, October 17, 2016
    • 4 replies
    • 1.1k views
    • 
    • chc93
    • October 18, 2016

11. 2017 limits

    By pmacduff, October 17, 2016
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • October 17, 2016

12. Profit Sharing Contribution deadline - nonprofit orgs

    By Renafesq, October 14, 2016   

    • retirement
    • profit sharing
    • 11 replies
    • 4.5k views
    • 
    • Belgarath
    • October 17, 2016

13. Initial year Form 5500 Audit Report Attaching it to the next Form 5500

    By AdKu, October 14, 2016   

    • Initial year Form 5500 Audit
    • 5 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • October 15, 2016

14. Additional Correction to an ADP Test

    By justatester, October 12, 2016
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 13, 2016

15. Statistics on Participation in 401(k) Plans

    By CLE401kGuy, October 12, 2016
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • October 12, 2016

16. BRF Testing

    By justatester, October 12, 2016   

    • Multiple Matches
    • 4 replies
    • 903 views
    • 
    • Doghouse
    • October 12, 2016

17. Quarterly Enrollment Period Issue

    By khn, October 11, 2016
    • 9 replies
    • 1.9k views
    • 
    • Bird
    • October 12, 2016

18. Eligibility for Owner

    By Pammie57, October 4, 2016
    • 7 replies
    • 1.4k views
    • 
    • Bird
    • October 12, 2016

19. How do I find out about my ex-husbands 401k account

    By kitkotler, October 10, 2016   

    • 401k account info needed
    • 7 replies
    • 8.7k views
    • 
    • RatherBeGolfing
    • October 11, 2016

20. 401k with cash balance

    By thepensionmaven, October 10, 2016
    • 3 replies
    • 973 views
    • 
    • TPAJake
    • October 10, 2016

21. Reporting late matching contributions

    By SoCalActuary, October 7, 2016   

    • late match
    • 3 replies
    • 1k views
    • 
    • jpod
    • October 7, 2016

22. 401(a)(4)-5 - Establishing a DC plan short plan year

    By tamaramiddleton63, October 5, 2016   

    • New Plan - Existing Business
    • New plan
    • (and 1 more)

      Tagged with:

      • New Plan - Existing Business
      • New plan
      • Coverage rules under 401(a)(4)
    • 1 reply
    • 677 views
    • 
    • John Feldt ERPA CPC QPA
    • October 7, 2016

23. Controlled Group Quirk

    By Below Ground, September 29, 2016   

    • Not for Profit Firm
    • 7 replies
    • 1.1k views
    • 
    • Below Ground
    • October 7, 2016

24. Safe harbor matching plan with discretionary contributions

    By Belgarath, September 29, 2016
    • 8 replies
    • 1.7k views
    • 
    • austin3515
    • October 6, 2016

25. New Plan - Participant Count for Form 5500

    By AdKu, October 6, 2016   

    • New Plan Part Count Form 5500
    • 11 replies
    • 2.3k views
    • 
    • Bill Presson
    • October 6, 2016

26. Excess Annual Additions in Safe Harbor 401(k) Plan

    By MarZDoates, October 6, 2016
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • October 6, 2016

27. Stock ownership for HCE definition

    By gdlfa, October 5, 2016
    • 1 reply
    • 658 views
    • 
    • RatherBeGolfing
    • October 5, 2016

28. Top-Heavy test and After-Tax Contributions

    By artvandelay3, October 5, 2016
    • 3 replies
    • 2k views
    • 
    • BG5150
    • October 5, 2016

29. Hours before Participation don't count for allocation condition?

    By Jim Chad, October 5, 2016
    • 2 replies
    • 640 views
    • 
    • Tom Poje
    • October 5, 2016

30. Auto enrollment to Roth 401(k)

    By JRN, September 22, 2016
    • 21 replies
    • 3.8k views
    • 
    • TPAJake
    • October 5, 2016

31. autoenrollment refund?

    By Jim Chad, October 5, 2016
    • 2 replies
    • 636 views
    • 
    • Jim Chad
    • October 5, 2016

32. Safe Harbor 401(k) with immediate entry for deferrals and a 1 year wait for 3% Safe Harbor

    By HarleyBabe, October 5, 2016
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 5, 2016

33. Excluding compensation retroactive

    By karl, October 4, 2016
    • 2 replies
    • 825 views
    • 
    • karl
    • October 5, 2016

34. control group

    By S- Milwaukee, September 29, 2016   

    • failing combined testing.
    • 8 replies
    • 1.3k views
    • 
    • Tom Poje
    • October 4, 2016

35. QACA--Can we do 50% up to 7% match?

    By TPAJake, September 19, 2016
    • 12 replies
    • 2.3k views
    • 
    • TPAJake
    • October 3, 2016

36. Retroactive Amendment adding participating employer

    By austin3515, October 2, 2016
    • 7 replies
    • 3.3k views
    • 
    • Belgarath
    • October 3, 2016

37. First pay-DATE after Plan Entry

    By austin3515, October 1, 2016
    • 2 replies
    • 922 views
    • 
    • austin3515
    • October 2, 2016

38. skipped as opposed to missed deferrals

    By pmacduff, August 11, 2016
    • 9 replies
    • 2.5k views
    • 
    • K-t-F
    • September 30, 2016

39. Entry Date

    By DTH, September 23, 2016
    • 6 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • September 30, 2016

40. Missed matching due to calculation by payroll period vs. annual

    By Francis, September 15, 2016
    • 6 replies
    • 4k views
    • 
    • pjbaer
    • September 29, 2016

41. Using forfeitures to pay earnings

    By 30Rock, April 1, 2014
    • 15 replies
    • 9.6k views
    • 
    • jpod
    • September 29, 2016

42. ineligible employee defers

    By k man, December 19, 2003
    • 21 replies
    • 20k views
    • 
    • BG5150
    • September 29, 2016

43. Excess Deferrals

    By thepensionmaven, September 27, 2016
    • 2 replies
    • 776 views
    • 
    • Tom Poje
    • September 29, 2016

44. Creditor Protection IRA vs 401k

    By CLE401kGuy, September 27, 2016
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • September 27, 2016

45. LLC, Retained Earnings and 401K plans

    By jsmith1985, September 17, 2016
    • 7 replies
    • 2.4k views
    • 
    • jsmith1985
    • September 24, 2016

46. 401(k) plan for controlled group

    By cathyw, September 23, 2016
    • 0 replies
    • 465 views
    • 
    • cathyw
    • September 23, 2016

47. Vesting & Service Crediting Change from all years of service to effective date of paln

    By AdKu, September 21, 2016   

    • New Plan Service Crediting
    • all year of svc to eff date
    • (and 1 more)

      Tagged with:

      • New Plan Service Crediting
      • all year of svc to eff date
      • vesting
    • 3 replies
    • 1.4k views
    • 
    • AdKu
    • September 23, 2016

48. Entry Date

    By DTH, September 23, 2016
    • 1 reply
    • 523 views
    • 
    • GMK
    • September 23, 2016

49. Hardship Distribution and Limit on Tax Withholding

    By The 402"(G)", September 22, 2016   

    • hardship
    • tax
    • (and 2 more)

      Tagged with:

      • hardship
      • tax
      • withholding
      • hardship tax
    • 2 replies
    • 904 views
    • 
    • The 402"(G)"
    • September 23, 2016

50. Death after signing form, but before processing

    By austin3515, September 20, 2016
    • 25 replies
    • 4.3k views
    • 
    • GMK
    • September 22, 2016