401(k) Plans

19,499 topics in this forum

1. Safe Harbor Nonelective & HCE exclusion

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

2. Safe Harbor to HCEs

   By Gilmore, March 1, 2016
   • 15 replies
   • 5.1k views
   • 
   • Tom Poje
   • March 14, 2017

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

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

4. Affiliated employer wants to start own plan

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

5. Short Plan Year - New Plan

   By Pammie57, March 13, 2017
   • 3 replies
   • 2.4k views
   • 
   • Tom Poje
   • March 13, 2017

6. Schedule C Income- 2 Separate Businesses

   By steverenner, March 9, 2017   

   • sole proprietor
   • 5 replies
   • 2k views
   • 
   • Kevin C
   • March 10, 2017

7. Disadvantage of ADP Refunds

   By austin3515, March 10, 2017
   • 10 replies
   • 1.2k views
   • 
   • austin3515
   • March 10, 2017

8. Missed Safe Harbor and ADP testing

   By BG5150, March 9, 2017
   • 8 replies
   • 2.3k views
   • 
   • RatherBeGolfing
   • March 10, 2017

9. 415 confusion - non calendar year

   By WCC, March 9, 2017
   • 5 replies
   • 1.4k views
   • 
   • WCC
   • March 9, 2017

10. RMD Rules

    By austin3515, March 7, 2017
    • 11 replies
    • 2.2k views
    • 
    • austin3515
    • March 9, 2017

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

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

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

    By Guest Hilarion, December 9, 2003
    • 15 replies
    • 13.8k views
    • 
    • Reluctant Actuary
    • March 8, 2017

13. CONTROLLED GROUP/ADP TESTING

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

14. Electronic Distribution of Fund Change Notice

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

15. ADP failure refund for takeover plan

    By leighl, March 7, 2017
    • 5 replies
    • 1.1k views
    • 
    • ESOP Guy
    • March 7, 2017

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

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

17. New Plan Termination

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

18. Failed coverage, no fail-safe

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

19. Deferral in Error

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

20. Failed ADP test -QNEC & TH contribution relationship

    By Pammie57, March 2, 2017
    • 4 replies
    • 3.2k views
    • 
    • Pammie57
    • March 3, 2017

21. QLAC

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

22. Catch Up Contributions When Compensation Is Low

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

23. EPCRS Retro Amendment for HCE

    By austin3515, March 2, 2017
    • 7 replies
    • 1.4k views
    • 
    • CuseFan
    • March 3, 2017

24. Different 401k for groups of employees

    By bort, March 3, 2017
    • 3 replies
    • 1.9k views
    • 
    • CuseFan
    • March 3, 2017

25. Catch-up and payroll companies

    By K2retire, March 2, 2017
    • 5 replies
    • 1.2k views
    • 
    • K2retire
    • March 3, 2017

26. Non-uniform match

    By 401_noob, February 28, 2017
    • 18 replies
    • 3.5k views
    • 
    • Kevin C
    • March 3, 2017

27. 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
    • 1.3k views
    • 
    • Belgarath
    • March 2, 2017

28. All time record for ADP %

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

29. Change to Match Formula - after year end?

    By jmartin, February 24, 2017
    • 5 replies
    • 1.2k views
    • 
    • Kevin C
    • March 1, 2017

30. Missed Deferral and Match

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

31. Too much match from Too much Compensation

    By Mr Bagwell, February 27, 2017   

    • match
    • 4 replies
    • 3.1k views
    • 
    • Mr Bagwell
    • February 28, 2017

32. Self-employed compensation calculation

    By bevfair, February 24, 2017
    • 7 replies
    • 1.3k views
    • 
    • bevfair
    • February 28, 2017

33. Excess Deferral and Excess Contributions in 2010

    By Below Ground, January 5, 2010
    • 25 replies
    • 11k views
    • 
    • RatherBeGolfing
    • February 28, 2017

34. Short Plan Year?

    By PFranckowiak, February 27, 2017
    • 2 replies
    • 933 views
    • 
    • Lou S.
    • February 27, 2017

35. IRS Form 872-H - Is there a link to this Form?

    By rocknrolls2, February 27, 2017
    • 0 replies
    • 1.3k views
    • 
    • rocknrolls2
    • February 27, 2017

36. Bottom Up QNEC

    By Vlad401k, February 27, 2017
    • 1 reply
    • 546 views
    • 
    • Kevin C
    • February 27, 2017

37. Coverage / Qtrly Discretionary Match

    By austin3515, February 23, 2017
    • 9 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • February 24, 2017

38. "Carve-out" of NCHE in ADP test

    By BG5150, February 24, 2017
    • 2 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 24, 2017

39. Incorrect Elective Deferral

    By AAS2, February 23, 2017   

    • elective deferral
    • correction
    • (and 1 more)

      Tagged with:

      • elective deferral
      • correction
      • payroll period
    • 8 replies
    • 4.1k views
    • 
    • CuseFan
    • February 24, 2017

40. No Contributions in the First Plan Year

    By BeanCounterBlues, February 20, 2017
    • 12 replies
    • 2.1k views
    • 
    • austin3515
    • February 24, 2017

41. Safe harbor 3% cross tested plan

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

42. Safe harbor plan fails coverage

    By 30Rock, June 3, 2015
    • 3 replies
    • 1.8k views
    • 
    • PensionPro
    • February 23, 2017

43. 401k/ catch up/ PSP

    By pgold, February 22, 2017
    • 6 replies
    • 1.3k views
    • 
    • K2
    • February 23, 2017

44. ADP correction - then match calculation?

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

45. Changing eligibilty - nondiscriminatory?

    By AlbanyConsultant, February 16, 2017
    • 21 replies
    • 4.3k views
    • 
    • RatherBeGolfing
    • February 22, 2017

46. KSOP - Substantial and Recurring Contributions

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

47. Associated match if match formula changed

    By John Feldt ERPA CPC QPA, February 17, 2017   

    • associated match
    • 3 replies
    • 1.1k views
    • 
    • ESOP Guy
    • February 20, 2017

48. Discretionary Match

    By mjf624, February 17, 2017   

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

49. Best payroll start date for contributions

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

50. Initial Plan Year - ADP testing

    By Pammie57, February 15, 2017
    • 2 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 16, 2017