401(k) Plans

19,490 topics in this forum

1. RMD Rules

   By austin3515, March 7, 2017
   • 11 replies
   • 2.1k views
   • 
   • austin3515
   • March 9, 2017

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

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

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

   By Guest Hilarion, December 9, 2003
   • 15 replies
   • 13.7k views
   • 
   • Reluctant Actuary
   • March 8, 2017

4. CONTROLLED GROUP/ADP TESTING

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

5. Electronic Distribution of Fund Change Notice

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

6. ADP failure refund for takeover plan

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

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

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

8. New Plan Termination

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

9. Failed coverage, no fail-safe

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

10. Deferral in Error

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

11. Failed ADP test -QNEC & TH contribution relationship

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

12. QLAC

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

13. Catch Up Contributions When Compensation Is Low

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

14. EPCRS Retro Amendment for HCE

    By austin3515, March 2, 2017
    • 7 replies
    • 1.3k views
    • 
    • CuseFan
    • March 3, 2017

15. Different 401k for groups of employees

    By bort, March 3, 2017
    • 3 replies
    • 1.8k views
    • 
    • CuseFan
    • March 3, 2017

16. Catch-up and payroll companies

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

17. Non-uniform match

    By 401_noob, February 28, 2017
    • 18 replies
    • 3.3k views
    • 
    • Kevin C
    • March 3, 2017

18. 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

19. All time record for ADP %

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

20. Change to Match Formula - after year end?

    By jmartin, February 24, 2017
    • 5 replies
    • 1.1k views
    • 
    • Kevin C
    • March 1, 2017

21. Missed Deferral and Match

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

22. Too much match from Too much Compensation

    By Mr Bagwell, February 27, 2017   

    • match
    • 4 replies
    • 3k views
    • 
    • Mr Bagwell
    • February 28, 2017

23. Self-employed compensation calculation

    By bevfair, February 24, 2017
    • 7 replies
    • 1.2k views
    • 
    • bevfair
    • February 28, 2017

24. Excess Deferral and Excess Contributions in 2010

    By Below Ground, January 5, 2010
    • 25 replies
    • 10.8k views
    • 
    • RatherBeGolfing
    • February 28, 2017

25. Short Plan Year?

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

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

    By rocknrolls2, February 27, 2017
    • 0 replies
    • 1.2k views
    • 
    • rocknrolls2
    • February 27, 2017

27. Bottom Up QNEC

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

28. Coverage / Qtrly Discretionary Match

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

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

    By BG5150, February 24, 2017
    • 2 replies
    • 2.2k views
    • 
    • Mike Preston
    • February 24, 2017

30. Incorrect Elective Deferral

    By AAS2, February 23, 2017   

    • elective deferral
    • correction
    • (and 1 more)

      Tagged with:

      • elective deferral
      • correction
      • payroll period
    • 8 replies
    • 4k views
    • 
    • CuseFan
    • February 24, 2017

31. No Contributions in the First Plan Year

    By BeanCounterBlues, February 20, 2017
    • 12 replies
    • 1.9k views
    • 
    • austin3515
    • February 24, 2017

32. Safe harbor 3% cross tested plan

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

33. Safe harbor plan fails coverage

    By 30Rock, June 3, 2015
    • 3 replies
    • 1.7k views
    • 
    • PensionPro
    • February 23, 2017

34. 401k/ catch up/ PSP

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

35. ADP correction - then match calculation?

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

36. Changing eligibilty - nondiscriminatory?

    By AlbanyConsultant, February 16, 2017
    • 21 replies
    • 4.1k views
    • 
    • RatherBeGolfing
    • February 22, 2017

37. KSOP - Substantial and Recurring Contributions

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

38. Associated match if match formula changed

    By John Feldt ERPA CPC QPA, February 17, 2017   

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

39. Discretionary Match

    By mjf624, February 17, 2017   

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

40. Best payroll start date for contributions

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

41. Initial Plan Year - ADP testing

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

42. Roth vs. Voluntary Contributions

    By thepensionmaven, February 10, 2017
    • 8 replies
    • 1.8k views
    • 
    • K2retire
    • February 15, 2017

43. Special Deferral effective and plan entry

    By BG5150, February 14, 2017
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • February 15, 2017

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

    By AlbanyConsultant, February 14, 2017
    • 4 replies
    • 2k views
    • 
    • RatherBeGolfing
    • February 15, 2017

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

    By Detra, February 14, 2017   

    • 401k
    • 5 replies
    • 5.7k views
    • 
    • david rigby
    • February 14, 2017

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

    By Peter Gulia, January 24, 2017   

    • 401(k); 403(b); charitable
    • 18 replies
    • 2.3k views
    • 
    • Belgarath
    • February 14, 2017

47. Matching formula based on Years of Service

    By cpc0506, February 13, 2017   

    • allocation conditions
    • 6 replies
    • 2k views
    • 
    • Tom Poje
    • February 14, 2017

48. Schedule C vs W-2/Corp

    By austin3515, February 12, 2017
    • 5 replies
    • 1.6k views
    • 
    • spiritrider
    • February 14, 2017

49. MEP and family attribution

    By Jennifer D., February 9, 2017
    • 2 replies
    • 793 views
    • 
    • austin3515
    • February 13, 2017

50. Rev Proc 2015-28 notice requirements

    By WCC, September 1, 2016
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • February 13, 2017