401(k) Plans

19,534 topics in this forum

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

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

2. Excess match - distributed

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

3. Irregular pay?

   By doombuggy, February 8, 2017   

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

4. Multiple Employer Plan / 415 Limits

   By austin3515, February 6, 2017
   • 4 replies
   • 2.1k views
   • 
   • KJohnson
   • February 7, 2017

5. Beneficiary lump sum 1 year or 5?

   By 401ok, February 5, 2017
   • 4 replies
   • 1.7k views
   • 
   • Bird
   • February 7, 2017

6. 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

7. Request to stop loan paymemts

   By jmartin, February 6, 2017
   • 6 replies
   • 1.3k views
   • 
   • ESOP Guy
   • February 6, 2017

8. 401k 415

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

9. 401k catchup

   By pgold, February 6, 2017
   • 3 replies
   • 1.3k views
   • 
   • Tom Poje
   • February 6, 2017

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

    By ERISA-Bubs, July 20, 2016
    • 17 replies
    • 3.4k views
    • 
    • BG5150
    • February 6, 2017

11. 401k Safe Harbor Question

    By RTChief, February 3, 2017   

    • 401k
    • 3 replies
    • 1.1k views
    • 
    • RTChief
    • February 3, 2017

12. PayChex Problems - 125 Excluded from 401k Calc

    By austin3515, February 2, 2017
    • 6 replies
    • 2.5k views
    • 
    • Eric Taylor
    • February 3, 2017

13. timing for deposit for quarterly match

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

14. Delay / Repeal of Fiduciary Rule Expected

    By austin3515, January 27, 2017
    • 7 replies
    • 1.2k views
    • 
    • TPAJake
    • February 3, 2017

15. QACA Auto Increases

    By austin3515, January 31, 2017
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • February 2, 2017

16. 415 Limit when an owner is in more than one plan

    By emmetttrudy, February 1, 2017
    • 2 replies
    • 1.1k views
    • 
    • emmetttrudy
    • February 2, 2017

17. employer switch

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

18. Match not funded on Pay-period basis

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

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

    By Lori H, January 31, 2017
    • 8 replies
    • 3.8k views
    • 
    • Lori H
    • January 31, 2017

20. New Plan - Prior Service

    By HafnerN1, January 31, 2017   

    • 401(k)
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • January 31, 2017

21. Taxable fringe benefit - "nonaccountable" plan

    By Belgarath, May 24, 2013   

    • w-2
    • deferrals
    • 12 replies
    • 11.8k views
    • 
    • K2retire
    • January 31, 2017

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

    By CharlesLeggette, January 30, 2017   

    • safe
    • 2 replies
    • 876 views
    • 
    • austin3515
    • January 31, 2017

23. BRF on Match Formula

    By austin3515, January 27, 2017
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • January 30, 2017

24. payroll company will not match 401k contributions

    By TPApril, January 24, 2017
    • 14 replies
    • 1.9k views
    • 
    • TPAJake
    • January 27, 2017

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

    By paterinick, January 26, 2017   

    • qdro
    • fidelity
    • 10 replies
    • 8k views
    • 
    • paterinick
    • January 26, 2017

26. Catch-up Order - Excess Annual Addition

    By KCA, August 8, 2016
    • 4 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • January 26, 2017

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

    By tghooper, January 26, 2017
    • 1 reply
    • 709 views
    • 
    • Mike Preston
    • January 26, 2017

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

    By KevinMc, December 21, 2016
    • 18 replies
    • 5.7k views
    • 
    • RatherBeGolfing
    • January 26, 2017

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

    By Lori H, January 24, 2017
    • 3 replies
    • 1.4k views
    • 
    • Lori H
    • January 25, 2017

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

    By Kevin C, January 17, 2017   

    • in the news section today
    • 71 replies
    • 11.7k views
    • 
    • Kevin C
    • January 25, 2017

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

    By waid10, January 24, 2017
    • 1 reply
    • 881 views
    • 
    • Lou S.
    • January 24, 2017

32. Fixed match in safe harbor 401k

    By sammyp42, January 19, 2017
    • 2 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • January 24, 2017

33. Loan then early withdrawal

    By Gmass, January 24, 2017
    • 1 reply
    • 1.1k views
    • 
    • 401king
    • January 24, 2017

34. Rollover processed as a lump sum

    By jmartin, January 24, 2017
    • 6 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • January 24, 2017

35. 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
    • 2.6k views
    • 
    • MWeddell
    • January 24, 2017

36. Life Insurance Salesman as Statutory Employee

    By TPA Bob, January 23, 2017
    • 5 replies
    • 1.7k views
    • 
    • TPA Bob
    • January 24, 2017

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

    By JWRB, January 20, 2017
    • 3 replies
    • 1.2k views
    • 
    • JWRB
    • January 20, 2017

38. Who gets the match?

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

39. 410b test and suspension provision

    By Mr Bagwell, January 19, 2017   

    • 410b
    • suspension
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • January 20, 2017

40. Using forfeitures for safe harbor match

    By djhpro, January 20, 2017
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • January 20, 2017

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

    By Peter Gulia, January 18, 2017   

    • market segmentation
    • 5 replies
    • 9.7k views
    • 
    • Peter Gulia
    • January 19, 2017

42. Change in Eligiblity

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

43. Cash buyout of Life Ins included as compensation?

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

44. short plan year failed ADP

    By R. Butler, January 17, 2017
    • 11 replies
    • 3.4k views
    • 
    • Mike Preston
    • January 19, 2017

45. IRS Finally Relaxes Forfeitures for Safe Harbor Plans

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

46. Eligibility

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

47. Loan Deemed Distribution

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

48. Safe Harbor contribution and eligibility

    By Guest EPS2, January 23, 2008
    • 7 replies
    • 16.4k views
    • 
    • Tom Poje
    • January 17, 2017

49. Safe Harbor Plans / 414s

    By austin3515, January 16, 2017
    • 6 replies
    • 1.1k views
    • 
    • austin3515
    • January 16, 2017

50. Participant Loan Default

    By austin3515, January 12, 2017
    • 12 replies
    • 4.2k views
    • 
    • austin3515
    • January 16, 2017