401(k) Plans

19,517 topics in this forum

1. Excess Deferral and Excess Contributions in 2010

   By Below Ground, January 5, 2010
   • 25 replies
   • 11.1k views
   • 
   • RatherBeGolfing
   • February 28, 2017

2. Short Plan Year?

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

3. 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

4. Bottom Up QNEC

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

5. Coverage / Qtrly Discretionary Match

   By austin3515, February 23, 2017
   • 9 replies
   • 1.4k views
   • 
   • RatherBeGolfing
   • February 24, 2017

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

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

7. Incorrect Elective Deferral

   By AAS2, February 23, 2017   

   • elective deferral
   • correction
   • (and 1 more)

     Tagged with:

     • elective deferral
     • correction
     • payroll period
   • 8 replies
   • 4.2k views
   • 
   • CuseFan
   • February 24, 2017

8. No Contributions in the First Plan Year

   By BeanCounterBlues, February 20, 2017
   • 12 replies
   • 2.2k views
   • 
   • austin3515
   • February 24, 2017

9. Safe harbor 3% cross tested plan

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

10. Safe harbor plan fails coverage

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

11. 401k/ catch up/ PSP

    By pgold, February 22, 2017
    • 6 replies
    • 1.4k views
    • 
    • K2
    • February 23, 2017

12. ADP correction - then match calculation?

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

13. Changing eligibilty - nondiscriminatory?

    By AlbanyConsultant, February 16, 2017
    • 21 replies
    • 4.4k views
    • 
    • RatherBeGolfing
    • February 22, 2017

14. KSOP - Substantial and Recurring Contributions

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

15. 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

16. Discretionary Match

    By mjf624, February 17, 2017   

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

17. Best payroll start date for contributions

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

18. Initial Plan Year - ADP testing

    By Pammie57, February 15, 2017
    • 2 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • February 16, 2017

19. Roth vs. Voluntary Contributions

    By thepensionmaven, February 10, 2017
    • 8 replies
    • 2k views
    • 
    • K2retire
    • February 15, 2017

20. Special Deferral effective and plan entry

    By BG5150, February 14, 2017
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • February 15, 2017

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

    By AlbanyConsultant, February 14, 2017
    • 4 replies
    • 2.1k views
    • 
    • RatherBeGolfing
    • February 15, 2017

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

    By Detra, February 14, 2017   

    • 401k
    • 5 replies
    • 5.8k views
    • 
    • david rigby
    • February 14, 2017

23. 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
    • 2.6k views
    • 
    • Belgarath
    • February 14, 2017

24. Matching formula based on Years of Service

    By cpc0506, February 13, 2017   

    • allocation conditions
    • 6 replies
    • 2.3k views
    • 
    • Tom Poje
    • February 14, 2017

25. Schedule C vs W-2/Corp

    By austin3515, February 12, 2017
    • 5 replies
    • 1.7k views
    • 
    • spiritrider
    • February 14, 2017

26. MEP and family attribution

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

27. Rev Proc 2015-28 notice requirements

    By WCC, September 1, 2016
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • February 13, 2017

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

    By BG5150, February 10, 2017
    • 6 replies
    • 1.8k views
    • 
    • WCC
    • February 10, 2017

29. Excess Deferral Ordering Rules

    By tuna524, February 10, 2017
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • February 10, 2017

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

    By AlbanyConsultant, February 8, 2017
    • 2 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • February 9, 2017

31. One Plan to Two Plans, SOX Notice?

    By 401kPig, February 7, 2017
    • 1 reply
    • 713 views
    • 
    • K2retire
    • February 8, 2017

32. ADP test excludable employee

    By EBDI, January 30, 2017
    • 19 replies
    • 3.5k views
    • 
    • My 2 cents
    • February 8, 2017

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

    By BG5150, February 7, 2017
    • 3 replies
    • 851 views
    • 
    • K2
    • February 8, 2017

34. Excess match - distributed

    By kymo, February 7, 2017
    • 1 reply
    • 620 views
    • 
    • K2
    • February 8, 2017

35. Irregular pay?

    By doombuggy, February 8, 2017   

    • irregular pay
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • February 8, 2017

36. Multiple Employer Plan / 415 Limits

    By austin3515, February 6, 2017
    • 4 replies
    • 2k views
    • 
    • KJohnson
    • February 7, 2017

37. Beneficiary lump sum 1 year or 5?

    By 401ok, February 5, 2017
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • February 7, 2017

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

    By AdKu, February 6, 2017   

    • w-2 box 12a code dd
    • w-2 box 5
    • (and 1 more)

      Tagged with:

      • w-2 box 12a code dd
      • w-2 box 5
      • irc 3401(a)
    • 1 reply
    • 2k views
    • 
    • Bird
    • February 7, 2017

39. Request to stop loan paymemts

    By jmartin, February 6, 2017
    • 6 replies
    • 1.2k views
    • 
    • ESOP Guy
    • February 6, 2017

40. 401k 415

    By pgold, February 6, 2017
    • 4 replies
    • 847 views
    • 
    • K2
    • February 6, 2017

41. 401k catchup

    By pgold, February 6, 2017
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 6, 2017

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

    By ERISA-Bubs, July 20, 2016
    • 17 replies
    • 3.2k views
    • 
    • BG5150
    • February 6, 2017

43. 401k Safe Harbor Question

    By RTChief, February 3, 2017   

    • 401k
    • 3 replies
    • 1k views
    • 
    • RTChief
    • February 3, 2017

44. PayChex Problems - 125 Excluded from 401k Calc

    By austin3515, February 2, 2017
    • 6 replies
    • 2.4k views
    • 
    • Eric Taylor
    • February 3, 2017

45. timing for deposit for quarterly match

    By AlbanyConsultant, February 2, 2017
    • 2 replies
    • 898 views
    • 
    • AlbanyConsultant
    • February 3, 2017

46. Delay / Repeal of Fiduciary Rule Expected

    By austin3515, January 27, 2017
    • 7 replies
    • 1.1k views
    • 
    • TPAJake
    • February 3, 2017

47. QACA Auto Increases

    By austin3515, January 31, 2017
    • 5 replies
    • 1.4k views
    • 
    • austin3515
    • February 2, 2017

48. 415 Limit when an owner is in more than one plan

    By emmetttrudy, February 1, 2017
    • 2 replies
    • 984 views
    • 
    • emmetttrudy
    • February 2, 2017

49. employer switch

    By gregburst, February 2, 2017
    • 1 reply
    • 796 views
    • 
    • ETA Consulting LLC
    • February 2, 2017

50. Match not funded on Pay-period basis

    By Vlad401k, January 31, 2017
    • 4 replies
    • 1.5k views
    • 
    • Kevin C
    • February 1, 2017