401(k) Plans

19,275 topics in this forum

1. Eligibility Conditions

   By Mr Bagwell, August 22, 2016
   • 3 replies
   • 849 views
   • 
   • BG5150
   • August 22, 2016

2. Amended Tax Return for Addit'l Deductions

   By austin3515, August 22, 2016
   • 2 replies
   • 824 views
   • 
   • Flyboyjohn
   • August 22, 2016

3. Takeover Plan with a problem...

   By austin3515, August 22, 2016
   • 1 reply
   • 723 views
   • 
   • ETA Consulting LLC
   • August 22, 2016

4. Control Group question

   By cpc0506, August 19, 2016   

   • CG and Intl Company
   • 3 replies
   • 677 views
   • 
   • QDROphile
   • August 20, 2016

5. death benefits

   By mehmgo, August 18, 2016
   • 4 replies
   • 747 views
   • 
   • GMK
   • August 18, 2016

6. 401k Loan - Deemed Distribution Date?

   By Gannuscio, August 11, 2016   

   • Distribution Date
   • 401k Loan
   • (and 1 more)

     Tagged with:

     • Distribution Date
     • 401k Loan
     • 1099
   • 24 replies
   • 6.5k views
   • 
   • Gannuscio
   • August 18, 2016

7. QMAC/QNEC option for Incorrect ER Match; Failed Testing (VCP & VFCP)

   By IhrtERISA, August 15, 2016   

   • VFCP
   • QMAC
   • (and 5 more)

     Tagged with:

     • VFCP
     • QMAC
     • QNEC
     • VCP
     • Match
     • ADP
     • ACP
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • August 17, 2016

8. Employer paying all plan expenses?

   By gdlfa, August 15, 2016
   • 6 replies
   • 1.9k views
   • 
   • K2retire
   • August 16, 2016

9. rehire entry date

   By WCC, August 12, 2016
   • 2 replies
   • 1.7k views
   • 
   • Bird
   • August 12, 2016

10. Top Heavy - Officer status

    By Alex Daisy, August 11, 2016
    • 0 replies
    • 1k views
    • 
    • Alex Daisy
    • August 11, 2016

11. Employer as Trustee?

    By 7806akp, August 10, 2016
    • 6 replies
    • 3.6k views
    • 
    • Peter Gulia
    • August 11, 2016

12. Collective Bargained Plan and ADP refund

    By buckaroo, August 9, 2016
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • August 11, 2016

13. Safe Harbor Match & NEC to A group of NHCE, 3% SH NEC & A group of HCE Excluded, Cross -Test & TH exemption

    By AdKu, August 10, 2016   

    • Safe Harbor Match
    • NEC to A group of NHCE
    • (and 1 more)

      Tagged with:

      • Safe Harbor Match
      • NEC to A group of NHCE
      • Cross -Test & TH exemption
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • August 11, 2016

14. Year End Census Data

    By Mr Bagwell, August 9, 2016
    • 10 replies
    • 1.3k views
    • 
    • ESOP Guy
    • August 10, 2016

15. Form 5558s - returned from IRS

    By justanotheradmin, August 9, 2016
    • 3 replies
    • 949 views
    • 
    • justanotheradmin
    • August 9, 2016

16. VFCP Notice to Interested Persons

    By ERISA11, August 9, 2016   

    • VFCP
    • Notice to Interested Persons
    • (and 5 more)

      Tagged with:

      • VFCP
      • Notice to Interested Persons
      • Interested Parties
      • Notice to Interested Parties
      • Interested Persons
      • Notice
      • VFCP Notice
    • 2 replies
    • 1.6k views
    • 
    • ERISA11
    • August 9, 2016

17. new plan, terminated employees

    By gregburst, August 5, 2016
    • 1 reply
    • 700 views
    • 
    • Lou S.
    • August 5, 2016

18. Youngest Age of Eligibility

    By The 402"(G)", August 4, 2016
    • 7 replies
    • 4.1k views
    • 
    • My 2 cents
    • August 4, 2016

19. excess 402(g) limit - 10% penalty tax

    By 52626, August 3, 2016
    • 4 replies
    • 3.3k views
    • 
    • RatherBeGolfing
    • August 3, 2016

20. Doctor's Catchup Contribution for 2015

    By Pammie57, August 1, 2016
    • 10 replies
    • 1.4k views
    • 
    • QDROphile
    • August 2, 2016

21. Changing from fiscal year to calendar year

    By gdlfa, July 28, 2016
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • July 29, 2016

22. Top Heavy

    By ratherbereading, July 28, 2016   

    • Key top heavy
    • 9 replies
    • 818 views
    • 
    • My 2 cents
    • July 28, 2016

23. Can bargaining parties exclude employees from right to defer?

    By MAM08, May 21, 2015
    • 11 replies
    • 2.2k views
    • 
    • austin3515
    • July 28, 2016

24. Rule of parity for re-hired participant

    By khr, July 28, 2016   

    • rule of parity
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • July 28, 2016

25. Counting "treasury stock" re: HCE determination

    By AlbanyConsultant, July 27, 2016
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • July 27, 2016

26. safe harbor match formulas

    By pmacduff, July 27, 2016
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • July 27, 2016

27. Correcting deferral percentage

    By Bobp, July 27, 2016
    • 0 replies
    • 662 views
    • 
    • Bobp
    • July 27, 2016

28. Change in Match -- Any issues?

    By Mr Bagwell, July 26, 2016   

    • match
    • 4 replies
    • 935 views
    • 
    • Mr Bagwell
    • July 26, 2016

29. Corrected 1099-R

    By austin3515, July 21, 2016
    • 17 replies
    • 2.2k views
    • 
    • austin3515
    • July 22, 2016

30. Roth 401(k) and Hardship Distribution

    By 52626, July 22, 2016
    • 1 reply
    • 865 views
    • 
    • Tom Poje
    • July 22, 2016

31. Salary deferrals deposited after close of plan year

    By lp1965, July 21, 2016
    • 7 replies
    • 1.1k views
    • 
    • Tom Poje
    • July 22, 2016

32. Safe Harbor plan with Discretionary Match that qualifies as a Safe Harbor for ACP Testing

    By msmith, July 21, 2016
    • 5 replies
    • 1k views
    • 
    • msmith
    • July 21, 2016

33. Safe Harbor Mid year Amendments

    By 52626, July 21, 2016
    • 1 reply
    • 584 views
    • 
    • Lou S.
    • July 21, 2016

34. Single Participant Plan and Vol Non-Elective Contributions

    By Earl, July 19, 2016
    • 6 replies
    • 708 views
    • 
    • UtahCPA-APA
    • July 21, 2016

35. curious question about catch up

    By K2retire, July 20, 2016
    • 5 replies
    • 641 views
    • 
    • Tom Poje
    • July 21, 2016

36. Incorrect Deferral Percentage Correction

    By heygents, July 19, 2016
    • 7 replies
    • 2.3k views
    • 
    • Belgarath
    • July 20, 2016

37. Multiple Employer Trusts (MET)

    By andi2008, July 8, 2016   

    • MET
    • Multiple Employer Trusts
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • July 19, 2016

38. Profit sharing and catch up

    By ratherbereading, July 19, 2016   

    • Profit sharing
    • Catch up
    • 2 replies
    • 758 views
    • 
    • ratherbereading
    • July 19, 2016

39. Company wants to implement a Safe Harbor NE Contrib of 4% of pay instead of 3%...permissible?

    By CharlesLeggette, July 15, 2016
    • 9 replies
    • 1.1k views
    • 
    • Kevin C
    • July 18, 2016

40. Rollover from non-ERISA 403(b)

    By Susan S., July 18, 2016
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 18, 2016

41. E&O insurance

    By gregburst, July 15, 2016   

    • NAPLIA
    • 1 reply
    • 760 views
    • 
    • Doghouse
    • July 15, 2016

42. Election to "Opt Out"

    By jala, July 14, 2016
    • 13 replies
    • 3.9k views
    • 
    • Kevin C
    • July 15, 2016

43. Audit Required in Merged Plan?

    By Dennis Povloski, July 15, 2016
    • 0 replies
    • 1k views
    • 
    • Dennis Povloski
    • July 15, 2016

44. DOL Lost interest calculator down?

    By austin3515, July 14, 2016
    • 2 replies
    • 1k views
    • 
    • austin3515
    • July 14, 2016

45. Deferrals in a two Employer Plan

    By ewatson12, July 13, 2016
    • 5 replies
    • 775 views
    • 
    • ewatson12
    • July 14, 2016

46. Cutoff for receivable

    By Ehill, July 13, 2016
    • 7 replies
    • 5.9k views
    • 
    • hr for me
    • July 14, 2016

47. Effect of amending definition of 415 compensation

    By SST73, July 13, 2016   

    • 415 compensation
    • HCE determination
    • 2 replies
    • 926 views
    • 
    • RatherBeGolfing
    • July 13, 2016

48. Should I take a loan from my roth 401K plan and invest it?

    By wcrile, July 6, 2016
    • 10 replies
    • 4.4k views
    • 
    • Bill Presson
    • July 11, 2016

49. Correcting Late Contribution Deposits

    By Below Ground, July 8, 2016   

    • PTE 2002-51
    • 0 replies
    • 758 views
    • 
    • Below Ground
    • July 8, 2016

50. ABT with US and PR plan

    By justatester, July 8, 2016
    • 0 replies
    • 580 views
    • 
    • justatester
    • July 8, 2016