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401(k) Plans

19,490 topics in this forum

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

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

  2. Excess Deferral Ordering Rules

    By tuna524,
    • 1 reply
    • 1.2k views

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

    By AlbanyConsultant,
    • 2 replies
    • 1.2k views

  4. One Plan to Two Plans, SOX Notice?

    By 401kPig,
    • 1 reply
    • 595 views

  5. ADP test excludable employee

    By EBDI,
    • 19 replies
    • 3k views

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

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

  7. Excess match - distributed

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

  8. Irregular pay?

    By doombuggy,   
    • 1 reply
    • 1.6k views

  9. Multiple Employer Plan / 415 Limits

    By austin3515,
    • 4 replies
    • 1.9k views

  10. Beneficiary lump sum 1 year or 5?

    By 401ok,
    • 4 replies
    • 1.5k views

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

    By AdKu,   
    • 1 reply
    • 1.9k views

  12. Request to stop loan paymemts

    By jmartin,
    • 6 replies
    • 1.1k views

  13. 401k 415

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

  14. 401k catchup

    By pgold,
    • 3 replies
    • 1.1k views

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

    By ERISA-Bubs,
    • 17 replies
    • 3k views

  16. 401k Safe Harbor Question

    By RTChief,   
    • 3 replies
    • 902 views

  17. PayChex Problems - 125 Excluded from 401k Calc

    By austin3515,
    • 6 replies
    • 2.2k views

  18. timing for deposit for quarterly match

    By AlbanyConsultant,
    • 2 replies
    • 737 views

  19. Delay / Repeal of Fiduciary Rule Expected

    By austin3515,
    • 7 replies
    • 947 views

  20. QACA Auto Increases

    By austin3515,
    • 5 replies
    • 1.3k views

  21. 415 Limit when an owner is in more than one plan

    By emmetttrudy,
    • 2 replies
    • 824 views

  22. employer switch

    By gregburst,
    • 1 reply
    • 666 views

  23. Match not funded on Pay-period basis

    By Vlad401k,
    • 4 replies
    • 1.4k views

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

    By Lori H,
    • 8 replies
    • 3.5k views

  25. New Plan - Prior Service

    By HafnerN1,   
    • 2 replies
    • 1.1k views

  26. Taxable fringe benefit - "nonaccountable" plan

    By Belgarath,   
    • 12 replies
    • 11.5k views

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

    By CharlesLeggette,   
    • 2 replies
    • 742 views

  28. BRF on Match Formula

    By austin3515,
    • 3 replies
    • 1.4k views

  29. payroll company will not match 401k contributions

    By TPApril,
    • 14 replies
    • 1.5k views

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

    By paterinick,   
    • 10 replies
    • 7.5k views

  31. Catch-up Order - Excess Annual Addition

    By KCA,
    • 4 replies
    • 1.7k views

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

    By tghooper,
    • 1 reply
    • 612 views

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

    By KevinMc,
    • 18 replies
    • 5.2k views

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

    By Lori H,
    • 3 replies
    • 1.2k views

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

    By Kevin C,   
    • 71 replies
    • 9.7k views

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

    By waid10,
    • 1 reply
    • 717 views

  37. Fixed match in safe harbor 401k

    By sammyp42,
    • 2 replies
    • 1.3k views

  38. Loan then early withdrawal

    By Gmass,
    • 1 reply
    • 819 views

  39. Rollover processed as a lump sum

    By jmartin,
    • 6 replies
    • 1.2k views

  40. 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
    • 2.2k views

  41. Life Insurance Salesman as Statutory Employee

    By TPA Bob,
    • 5 replies
    • 1.4k views

  42. Former HCE Death Benefit re-named, Spouse now HCE, count for Top Heavy?

    By JWRB,
    • 3 replies
    • 1.1k views

  43. Who gets the match?

    By BG5150,
    • 2 replies
    • 647 views

  44. 410b test and suspension provision

    By Mr Bagwell,   
    • 5 replies
    • 1.3k views

  45. Using forfeitures for safe harbor match

    By djhpro,
    • 2 replies
    • 1.3k views

  46. How many 401(k) plans have at least $50 million?

    By Peter Gulia,   
    • 5 replies
    • 9.4k views

  47. Change in Eligiblity

    By coleboy,
    • 2 replies
    • 570 views

  48. Cash buyout of Life Ins included as compensation?

    By kmhaab,
    • 0 replies
    • 442 views

  49. short plan year failed ADP

    By R. Butler,
    • 11 replies
    • 3.1k views

  50. IRS Finally Relaxes Forfeitures for Safe Harbor Plans

    By austin3515,
    • 3 replies
    • 728 views
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