401(k) Plans

19,451 topics in this forum

1. 401(k) loan interest rate and how do employees on straight commission pay back their loan if sometimes they get no pay?

   By RayJJohnsonJr, January 11, 2017
   • 7 replies
   • 2k views
   • 
   • MWeddell
   • January 24, 2017

2. Life Insurance Salesman as Statutory Employee

   By TPA Bob, January 23, 2017
   • 5 replies
   • 1.3k views
   • 
   • TPA Bob
   • January 24, 2017

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

   By JWRB, January 20, 2017
   • 3 replies
   • 1k views
   • 
   • JWRB
   • January 20, 2017

4. Who gets the match?

   By BG5150, January 17, 2017
   • 2 replies
   • 603 views
   • 
   • BG5150
   • January 20, 2017

5. 410b test and suspension provision

   By Mr Bagwell, January 19, 2017   

   • 410b
   • suspension
   • 5 replies
   • 1.2k views
   • 
   • Tom Poje
   • January 20, 2017

6. Using forfeitures for safe harbor match

   By djhpro, January 20, 2017
   • 2 replies
   • 1.2k views
   • 
   • Tom Poje
   • January 20, 2017

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

   By Peter Gulia, January 18, 2017   

   • market segmentation
   • 5 replies
   • 9.3k views
   • 
   • Peter Gulia
   • January 19, 2017

8. Change in Eligiblity

   By coleboy, January 19, 2017
   • 2 replies
   • 512 views
   • 
   • RatherBeGolfing
   • January 19, 2017

9. Cash buyout of Life Ins included as compensation?

   By kmhaab, January 19, 2017
   • 0 replies
   • 405 views
   • 
   • kmhaab
   • January 19, 2017

10. short plan year failed ADP

    By R. Butler, January 17, 2017
    • 11 replies
    • 3k views
    • 
    • Mike Preston
    • January 19, 2017

11. IRS Finally Relaxes Forfeitures for Safe Harbor Plans

    By austin3515, January 18, 2017
    • 3 replies
    • 615 views
    • 
    • RatherBeGolfing
    • January 18, 2017

12. Eligibility

    By Chippy, January 18, 2017
    • 1 reply
    • 469 views
    • 
    • duckthing
    • January 18, 2017

13. Loan Deemed Distribution

    By austin3515, January 18, 2017
    • 2 replies
    • 480 views
    • 
    • BG5150
    • January 18, 2017

14. Safe Harbor contribution and eligibility

    By Guest EPS2, January 23, 2008
    • 7 replies
    • 16.2k views
    • 
    • Tom Poje
    • January 17, 2017

15. Safe Harbor Plans / 414s

    By austin3515, January 16, 2017
    • 6 replies
    • 833 views
    • 
    • austin3515
    • January 16, 2017

16. Participant Loan Default

    By austin3515, January 12, 2017
    • 12 replies
    • 3.5k views
    • 
    • austin3515
    • January 16, 2017

17. How Can I Define A Resident Alien

    By Kaizen401k, January 13, 2017
    • 30 replies
    • 3.6k views
    • 
    • MoJo
    • January 16, 2017

18. Jelly of the month 401(k)

    By Mr Bagwell, January 11, 2017
    • 8 replies
    • 1.3k views
    • 
    • Mr Bagwell
    • January 12, 2017

19. QACA Safe Harbor

    By justatester, January 12, 2017
    • 4 replies
    • 1.3k views
    • 
    • justatester
    • January 12, 2017

20. Top Heavy Fix Basics

    By rushlakeguy, January 10, 2017
    • 41 replies
    • 7.8k views
    • 
    • rushlakeguy
    • January 12, 2017

21. Match in Excess of Cap

    By bzorc, January 11, 2017
    • 4 replies
    • 603 views
    • 
    • BG5150
    • January 11, 2017

22. Early Inclusion Error - How to Proceed

    By Confused55, January 11, 2017
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • January 11, 2017

23. Beneficiary - Participant deceased and divorced

    By jmartin, January 10, 2017
    • 7 replies
    • 1.3k views
    • 
    • Peter Gulia
    • January 10, 2017

24. DOT = 12/31 Employed on Last Day of the Year?

    By BG5150, January 10, 2017
    • 3 replies
    • 2.8k views
    • 
    • Tom Poje
    • January 10, 2017

25. correcting error in plan doc when switching TPA

    By parks777, January 9, 2017
    • 11 replies
    • 2k views
    • 
    • BG5150
    • January 10, 2017

26. Different allocation formulas within the same plan?

    By Carol V. Calhoun, January 9, 2017
    • 3 replies
    • 959 views
    • 
    • Carol V. Calhoun
    • January 10, 2017

27. Exclusion of otherwise eligbile ee

    By austin3515, January 8, 2017
    • 0 replies
    • 431 views
    • 
    • austin3515
    • January 8, 2017

28. Controlled group-separate plans--2 415 limits?

    By BG5150, January 6, 2017
    • 1 reply
    • 679 views
    • 
    • Mike Preston
    • January 6, 2017

29. Short-term HCE to Sway ADP Test

    By austin3515, December 28, 2016
    • 9 replies
    • 1.4k views
    • 
    • Belgarath
    • January 6, 2017

30. annual compensation limit in profit sharing formula

    By parks777, December 30, 2016
    • 15 replies
    • 2.4k views
    • 
    • parks777
    • January 5, 2017

31. Controlled Group or not?

    By AdKu, December 29, 2016   

    • Controlled Group or not?
    • 4 replies
    • 866 views
    • 
    • rocknrolls2
    • January 5, 2017

32. Employer Match and participant employment agreement

    By whitboston, January 4, 2017
    • 6 replies
    • 1.5k views
    • 
    • whitboston
    • January 5, 2017

33. Is there more?

    By Pammie57, January 5, 2017
    • 1 reply
    • 421 views
    • 
    • BG5150
    • January 5, 2017

34. Control Group coverage testing

    By pixmax, January 5, 2017
    • 4 replies
    • 1k views
    • 
    • pixmax
    • January 5, 2017

35. post year contribution correction

    By WCC, January 5, 2017
    • 1 reply
    • 559 views
    • 
    • Bird
    • January 5, 2017

36. partner's $18K deduction

    By thepensionmaven, January 3, 2017
    • 11 replies
    • 2.5k views
    • 
    • ETA Consulting LLC
    • January 4, 2017

37. plan consolidation

    By thepensionmaven, January 3, 2017
    • 1 reply
    • 868 views
    • 
    • ETA Consulting LLC
    • January 3, 2017

38. Beneficiary - non profit?

    By cdavis25, June 18, 2015
    • 4 replies
    • 1.7k views
    • 
    • austin3515
    • December 29, 2016

39. Terminated Partners Eligible For Profit Sharing?

    By Princess(k), December 28, 2016
    • 7 replies
    • 1.3k views
    • 
    • Peter Gulia
    • December 29, 2016

40. Pay in lieu of notice

    By 7806akp, December 27, 2016
    • 15 replies
    • 6.2k views
    • 
    • ETA Consulting LLC
    • December 29, 2016

41. Losses Due to Incorrect Investment Mapping

    By spartytax, August 1, 2016
    • 6 replies
    • 1.6k views
    • 
    • david rigby
    • December 27, 2016

42. Safe harbor employer 3% match never applied by pension plan sponsor to three terminated employees.

    By carolb23, December 22, 2016   

    • Unpaid funds from safe harbor
    • 5 replies
    • 999 views
    • 
    • ESOP Guy
    • December 27, 2016

43. new plan "missing" the first payroll for deferrals

    By AlbanyConsultant, December 22, 2016
    • 2 replies
    • 863 views
    • 
    • hr for me
    • December 23, 2016

44. Plan allowed participants to exceed 402g

    By austin3515, December 22, 2016
    • 1 reply
    • 611 views
    • 
    • austin3515
    • December 22, 2016

45. DAVIS BACON AND VESTING REQS

    By cheersmate, December 21, 2016   

    • Davis Bacon
    • 401k plan
    • 2 replies
    • 1k views
    • 
    • cheersmate
    • December 22, 2016

46. RMD from IRA?

    By Pension RC, December 22, 2016
    • 2 replies
    • 1.1k views
    • 
    • bzorc
    • December 22, 2016

47. Relying on Social Security Administration decision about disability

    By Peter Gulia, December 20, 2016   

    • claims procedure; disability
    • 8 replies
    • 1.8k views
    • 
    • hr for me
    • December 21, 2016

48. 401(k) for self employed

    By thepensionmaven, December 20, 2016
    • 1 reply
    • 880 views
    • 
    • rcline46
    • December 20, 2016

49. Is rev proc 2013-12 the latest EPCRS?

    By Jim Chad, December 19, 2016
    • 3 replies
    • 830 views
    • 
    • Belgarath
    • December 20, 2016

50. safe harbor plan startup

    By Santo Gold, December 1, 2016
    • 8 replies
    • 2.4k views
    • 
    • Beemer
    • December 19, 2016