401(k) Plans

19,362 topics in this forum

1. Safe Harbor 401K - Senior Moment

   By thepensionmaven, September 14, 2016
   • 6 replies
   • 885 views
   • 
   • Mike Preston
   • September 19, 2016

2. ADP test failure

   By thepensionmaven, September 15, 2016
   • 5 replies
   • 757 views
   • 
   • ETA Consulting LLC
   • September 19, 2016

3. Deceased Mom's 401k - No Will

   By whyindaheck, September 15, 2016
   • 14 replies
   • 6.5k views
   • 
   • whyindaheck
   • September 16, 2016

4. contribution deadline

   By K2retire, September 16, 2016
   • 2 replies
   • 865 views
   • 
   • K2retire
   • September 16, 2016

5. missing information for 5500

   By khr, September 15, 2016
   • 4 replies
   • 1k views
   • 
   • RatherBeGolfing
   • September 16, 2016

6. Negative election/auto enrollment amendment

   By Lori H, September 15, 2016
   • 2 replies
   • 512 views
   • 
   • Lori H
   • September 16, 2016

7. Large Organiztion / Indiv Trustee vs Directed Corp.Trustee

   By austin3515, September 15, 2016
   • 2 replies
   • 745 views
   • 
   • JRN
   • September 15, 2016

8. Amend eligibility...what happens to those who no longer meet the requirement

   By jkharvey, September 14, 2016
   • 1 reply
   • 614 views
   • 
   • Doghouse
   • September 14, 2016

9. VFCP Filing for Late Deposts

   By austin3515, September 14, 2016
   • 3 replies
   • 920 views
   • 
   • Doghouse
   • September 14, 2016

10. Unravel Key contributions back through payroll in top heavy year

    By legort69, August 25, 2016   

    • Top heavy key contributions
    • 29 replies
    • 3.3k views
    • 
    • Belgarath
    • September 14, 2016

11. EACA - Former Employee and the 10% Additional Tax

    By Guest Bob:, September 13, 2016   

    • 414(w) 72(t)
    • 0 replies
    • 534 views
    • 
    • Guest
    • September 13, 2016

12. 414(s) Comp Ratio Test

    By emmetttrudy, September 12, 2016
    • 3 replies
    • 5.3k views
    • 
    • Tom Poje
    • September 12, 2016

13. Maximizing Catch Up

    By khn, September 7, 2016
    • 5 replies
    • 787 views
    • 
    • ETA Consulting LLC
    • September 9, 2016

14. Blackout Notice

    By jeff77, September 8, 2016
    • 1 reply
    • 587 views
    • 
    • Lou S.
    • September 8, 2016

15. Post severance comp - taking a poll

    By Belgarath, September 8, 2016
    • 0 replies
    • 546 views
    • 
    • Belgarath
    • September 8, 2016

16. safe harbor plan termination

    By thepensionmaven, September 8, 2016
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 8, 2016

17. 25% Cap on Employer Contributions

    By pjbaer, September 7, 2016   

    • 25% Cap on ER contributions
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • September 7, 2016

18. Correction on deferral from ineligible comp

    By JKW, September 7, 2016
    • 0 replies
    • 694 views
    • 
    • JKW
    • September 7, 2016

19. NHC employees given too much match

    By Pammie57, September 7, 2016
    • 2 replies
    • 818 views
    • 
    • My 2 cents
    • September 7, 2016

20. ACP Refund Correction Method

    By jmartin, September 1, 2016
    • 7 replies
    • 2.9k views
    • 
    • Tom Poje
    • September 7, 2016

21. Using the otherwise excludable disaggregation method for ADP testing for the 2014 plan year

    By 30Rock, September 2, 2016
    • 9 replies
    • 2.2k views
    • 
    • BG5150
    • September 7, 2016

22. Safe harbor mid-year amendments

    By Belgarath, September 1, 2016
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 1, 2016

23. Rehired Employee and Entry Date

    By Mr Bagwell, August 31, 2016   

    • Entry Date
    • 11 replies
    • 6.8k views
    • 
    • Belgarath
    • September 1, 2016

24. Hardship Withdrawal from Roth deferral account

    By Pammie57, August 30, 2016
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • August 30, 2016

25. Change of 401k providers, changed repayment (principal reduction) rule?

    By enzamatic, August 25, 2016   

    • 401k loan principle reduction
    • 14 replies
    • 5.8k views
    • 
    • enzamatic
    • August 30, 2016

26. EPCRS QNEC's and ADP Testing

    By austin3515, August 30, 2016
    • 1 reply
    • 659 views
    • 
    • rcline46
    • August 30, 2016

27. ADP Test and Hardship amounts

    By cpc0506, August 29, 2016
    • 2 replies
    • 586 views
    • 
    • Tom Poje
    • August 29, 2016

28. Parent Company has same EIN as subsidiary

    By IhrtERISA, August 26, 2016
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • August 28, 2016

29. ADP REFUNDS based on "bad" census data for 2015

    By Pammie57, August 23, 2016
    • 2 replies
    • 856 views
    • 
    • BG5150
    • August 26, 2016

30. Plan Loan Repayment Terms

    By Guest a206536, August 26, 2016
    • 3 replies
    • 961 views
    • 
    • GMK
    • August 26, 2016

31. Management function - Controlled Group

    By rmaker, August 24, 2016
    • 7 replies
    • 971 views
    • 
    • david rigby
    • August 26, 2016

32. To meet coverage and non-discrimination, must all provisions be the same?

    By Peter Gulia, August 26, 2016   

    • coverage; safe-harbor
    • 4 replies
    • 729 views
    • 
    • Peter Gulia
    • August 26, 2016

33. Top paid group question

    By gdlfa, August 25, 2016
    • 3 replies
    • 1.4k views
    • 
    • Jim Chad
    • August 26, 2016

34. Opt-Out Cash Option Payment from Cafeteria Plan: Fringe Benefit?

    By spmcqui, August 25, 2016
    • 0 replies
    • 874 views
    • 
    • spmcqui
    • August 25, 2016

35. Trust as Beneficiary

    By waid10, August 25, 2016
    • 2 replies
    • 1.3k views
    • 
    • GMK
    • August 25, 2016

36. Distributions double counted due to TPA reporting error

    By yd37, August 18, 2016   

    • Form 5550
    • distributions
    • (and 3 more)

      Tagged with:

      • Form 5550
      • distributions
      • loan offset
      • loans
      • 401k
    • 3 replies
    • 1.4k views
    • 
    • K2retire
    • August 25, 2016

37. Missed Loan Payment

    By 52626, August 23, 2016
    • 1 reply
    • 818 views
    • 
    • Belgarath
    • August 24, 2016

38. Controlled Group/Affiliated Service Group

    By Chippy, August 22, 2016
    • 3 replies
    • 1k views
    • 
    • Chippy
    • August 23, 2016

39. Eligibility Conditions

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

40. Amended Tax Return for Addit'l Deductions

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

41. Takeover Plan with a problem...

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

42. Control Group question

    By cpc0506, August 19, 2016   

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

43. death benefits

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

44. 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
    • 7.3k views
    • 
    • Gannuscio
    • August 18, 2016

45. 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

46. Employer paying all plan expenses?

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

47. rehire entry date

    By WCC, August 12, 2016
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • August 12, 2016

48. Top Heavy - Officer status

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

49. Employer as Trustee?

    By 7806akp, August 10, 2016
    • 6 replies
    • 3.9k views
    • 
    • Peter Gulia
    • August 11, 2016

50. Collective Bargained Plan and ADP refund

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