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401(k) Plans

19,499 topics in this forum

  1. Roth vs. Voluntary Contributions

    By thepensionmaven,
    • 8 replies
    • 1.9k views

  2. Special Deferral effective and plan entry

    By BG5150,
    • 3 replies
    • 1.5k views

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

    By AlbanyConsultant,
    • 4 replies
    • 2.1k views

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

    By Detra,   
    • 5 replies
    • 5.7k views

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

    By Peter Gulia,   
    • 18 replies
    • 2.5k views

  6. Matching formula based on Years of Service

    By cpc0506,   
    • 6 replies
    • 2.1k views

  7. Schedule C vs W-2/Corp

    By austin3515,
    • 5 replies
    • 1.6k views

  8. MEP and family attribution

    By Jennifer D.,
    • 2 replies
    • 833 views

  9. Rev Proc 2015-28 notice requirements

    By WCC,
    • 3 replies
    • 1.6k views

  10. Can we have regular SH match with auto-enrollment

    By BG5150,
    • 6 replies
    • 1.7k views
    • WCC
    • WCC

  11. Excess Deferral Ordering Rules

    By tuna524,
    • 1 reply
    • 1.2k views

  12. Deferrals from severance pay - how to return them?

    By AlbanyConsultant,
    • 2 replies
    • 1.3k views

  13. One Plan to Two Plans, SOX Notice?

    By 401kPig,
    • 1 reply
    • 652 views

  14. ADP test excludable employee

    By EBDI,
    • 19 replies
    • 3.2k views

  15. Affect on late deposit of PS on 415 in a pooled plan

    By BG5150,
    • 3 replies
    • 791 views
    • K2
    • K2

  16. Excess match - distributed

    By kymo,
    • 1 reply
    • 589 views
    • K2
    • K2

  17. Irregular pay?

    By doombuggy,   
    • 1 reply
    • 1.6k views

  18. Multiple Employer Plan / 415 Limits

    By austin3515,
    • 4 replies
    • 2k views

  19. Beneficiary lump sum 1 year or 5?

    By 401ok,
    • 4 replies
    • 1.6k views

  20. How to treat handle W-2 Box 12a code DD amounts - IRC 3401(a) Comp

    By AdKu,   
    • 1 reply
    • 1.9k views

  21. Request to stop loan paymemts

    By jmartin,
    • 6 replies
    • 1.2k views

  22. 401k 415

    By pgold,
    • 4 replies
    • 778 views
    • K2
    • K2

  23. 401k catchup

    By pgold,
    • 3 replies
    • 1.1k views

  24. Participant's only contribution classified as catch-up; not matched.

    By ERISA-Bubs,
    • 17 replies
    • 3.1k views

  25. 401k Safe Harbor Question

    By RTChief,   
    • 3 replies
    • 954 views

  26. PayChex Problems - 125 Excluded from 401k Calc

    By austin3515,
    • 6 replies
    • 2.3k views

  27. timing for deposit for quarterly match

    By AlbanyConsultant,
    • 2 replies
    • 845 views

  28. Delay / Repeal of Fiduciary Rule Expected

    By austin3515,
    • 7 replies
    • 1k views

  29. QACA Auto Increases

    By austin3515,
    • 5 replies
    • 1.4k views

  30. 415 Limit when an owner is in more than one plan

    By emmetttrudy,
    • 2 replies
    • 895 views

  31. employer switch

    By gregburst,
    • 1 reply
    • 718 views

  32. Match not funded on Pay-period basis

    By Vlad401k,
    • 4 replies
    • 1.4k views

  33. Deferral Election: Dollar Amount or Percentage of Pay?

    By Lori H,
    • 8 replies
    • 3.6k views

  34. New Plan - Prior Service

    By HafnerN1,   
    • 2 replies
    • 1.1k views

  35. Taxable fringe benefit - "nonaccountable" plan

    By Belgarath,   
    • 12 replies
    • 11.5k views

  36. CPA just called and said he wants to add a Safe Harbor Feature to his existing KPlan

    By CharlesLeggette,   
    • 2 replies
    • 773 views

  37. BRF on Match Formula

    By austin3515,
    • 3 replies
    • 1.5k views

  38. payroll company will not match 401k contributions

    By TPApril,
    • 14 replies
    • 1.6k views

  39. Fidelity will only release retirement with a QDRO. Options??

    By paterinick,   
    • 10 replies
    • 7.7k views

  40. Catch-up Order - Excess Annual Addition

    By KCA,
    • 4 replies
    • 1.7k views

  41. Excluded class of employees vs allocation conditions for Coverage Testing

    By tghooper,
    • 1 reply
    • 642 views

  42. Applying for a TIN for a new 401-k Plan

    By KevinMc,
    • 18 replies
    • 5.3k views

  43. Should an owner still participate once they have collected S.S.?

    By Lori H,
    • 3 replies
    • 1.2k views

  44. Proposed Regs for definition of QNEC and QMAC 1 2

    By Kevin C,   
    • 71 replies
    • 10.2k views

  45. ADP Prior Year Testing - employee NHCE in 2015 but HCE in 2016

    By waid10,
    • 1 reply
    • 759 views

  46. Fixed match in safe harbor 401k

    By sammyp42,
    • 2 replies
    • 1.3k views

  47. Loan then early withdrawal

    By Gmass,
    • 1 reply
    • 905 views

  48. Rollover processed as a lump sum

    By jmartin,
    • 6 replies
    • 1.2k views

  49. 401(k) loan interest rate and how do employees on straight commission pay back their loan if sometimes they get no pay?

    By RayJJohnsonJr,
    • 7 replies
    • 2.3k views

  50. Life Insurance Salesman as Statutory Employee

    By TPA Bob,
    • 5 replies
    • 1.5k views
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