401(k) Plans

19,333 topics in this forum

1. 401(k) deduction prior to signed document

   By Becky Schwing, November 1, 2016
   • 0 replies
   • 640 views
   • 
   • Becky Schwing
   • November 1, 2016

2. Wife is sole mbr LLC and trustee of 401K plan which invests in husbands privately held partnership

   By RC50, October 26, 2016
   • 19 replies
   • 3k views
   • 
   • shERPA
   • October 31, 2016

3. Part time to full time and back

   By ombskid, October 25, 2016
   • 6 replies
   • 1.2k views
   • 
   • rcline46
   • October 31, 2016

4. Figuring out Earnings

   By geunwyvar1978, October 27, 2016
   • 10 replies
   • 965 views
   • 
   • ESOP Guy
   • October 31, 2016

5. 402g exceeded in 2 unrelated plans. What happens to related match

   By legort69, October 28, 2016   

   • 402g unrelated match
   • 6 replies
   • 2k views
   • 
   • spiritrider
   • October 29, 2016

6. 401k Contribution Deposited but Never Deducted

   By emmetttrudy, October 28, 2016
   • 2 replies
   • 782 views
   • 
   • jpod
   • October 28, 2016

7. terminate 401(k) and start up a new one

   By thepensionmaven, October 25, 2016
   • 12 replies
   • 2.8k views
   • 
   • TPAJake
   • October 28, 2016

8. 5500 Proposed Revisions 1 2

   By austin3515, July 11, 2016
   • 53 replies
   • 6.2k views
   • 
   • austin3515
   • October 28, 2016

9. Form 5500 reporting of 2015 Contribution made in November 2016 for calendar year plan

   By AdKu, October 27, 2016   

   • Form 5500 reporting
   • 3 replies
   • 1.2k views
   • 
   • Kevin C
   • October 28, 2016

10. 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

11. Reallocation of forfs, after 415 date

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

12. DOL Letters on Late Contributions

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

13. Turbo Tax limiting 401k contributions WHY?

    By mesiodens, October 15, 2016
    • 4 replies
    • 2.1k views
    • 
    • mesiodens
    • October 24, 2016

14. Overtime rules/ 414(s)

    By bmore1147, October 20, 2016   

    • overtime
    • 401k
    • (and 3 more)

      Tagged with:

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

15. 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

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

    By Pammie57, October 12, 2016
    • 4 replies
    • 9.6k views
    • 
    • TPAJake
    • October 19, 2016

17. Social Security Wage Base Skyrockets

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

18. Limited partner or other LLC member

    By kdubinski, October 18, 2016   

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

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

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

20. 2017 limits

    By pmacduff, October 17, 2016
    • 3 replies
    • 1.2k views
    • 
    • GMK
    • October 17, 2016

21. Profit Sharing Contribution deadline - nonprofit orgs

    By Renafesq, October 14, 2016   

    • retirement
    • profit sharing
    • 11 replies
    • 4.6k views
    • 
    • Belgarath
    • October 17, 2016

22. 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
    • 1.2k views
    • 
    • RatherBeGolfing
    • October 15, 2016

23. Additional Correction to an ADP Test

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

24. Statistics on Participation in 401(k) Plans

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

25. BRF Testing

    By justatester, October 12, 2016   

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

26. Quarterly Enrollment Period Issue

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

27. Eligibility for Owner

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

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

    By kitkotler, October 10, 2016   

    • 401k account info needed
    • 7 replies
    • 9.1k views
    • 
    • RatherBeGolfing
    • October 11, 2016

29. 401k with cash balance

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

30. Reporting late matching contributions

    By SoCalActuary, October 7, 2016   

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

31. 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
    • 696 views
    • 
    • John Feldt ERPA CPC QPA
    • October 7, 2016

32. Controlled Group Quirk

    By Below Ground, September 29, 2016   

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

33. Safe harbor matching plan with discretionary contributions

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

34. New Plan - Participant Count for Form 5500

    By AdKu, October 6, 2016   

    • New Plan Part Count Form 5500
    • 11 replies
    • 2.4k views
    • 
    • Bill Presson
    • October 6, 2016

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

    By MarZDoates, October 6, 2016
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • October 6, 2016

36. Stock ownership for HCE definition

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

37. Top-Heavy test and After-Tax Contributions

    By artvandelay3, October 5, 2016
    • 3 replies
    • 2.1k views
    • 
    • BG5150
    • October 5, 2016

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

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

39. Auto enrollment to Roth 401(k)

    By JRN, September 22, 2016
    • 21 replies
    • 4k views
    • 
    • TPAJake
    • October 5, 2016

40. autoenrollment refund?

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

41. 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

42. Excluding compensation retroactive

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

43. control group

    By S- Milwaukee, September 29, 2016   

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

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

    By TPAJake, September 19, 2016
    • 12 replies
    • 2.4k views
    • 
    • TPAJake
    • October 3, 2016

45. Retroactive Amendment adding participating employer

    By austin3515, October 2, 2016
    • 7 replies
    • 3.4k views
    • 
    • Belgarath
    • October 3, 2016

46. First pay-DATE after Plan Entry

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

47. skipped as opposed to missed deferrals

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

48. Entry Date

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

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

    By Francis, September 15, 2016
    • 6 replies
    • 4.2k views
    • 
    • pjbaer
    • September 29, 2016

50. Using forfeitures to pay earnings

    By 30Rock, April 1, 2014
    • 15 replies
    • 9.8k views
    • 
    • jpod
    • September 29, 2016