401(k) Plans

19,275 topics in this forum

1. Brokerage Accounts and UBTI Tax

   By 52626, April 19, 2016
   • 1 reply
   • 1.3k views
   • 
   • ESOP Guy
   • April 19, 2016

2. Exclude HCE from 401(k) plan w/out provision?

   By TPApril, April 15, 2016
   • 10 replies
   • 2.5k views
   • 
   • TPApril
   • April 18, 2016

3. Forfeiture Reallocation

   By bevfair, April 15, 2016
   • 4 replies
   • 2.1k views
   • 
   • buckaroo
   • April 18, 2016

4. Plan Document Statements

   By Stash026, April 15, 2016
   • 2 replies
   • 766 views
   • 
   • Griswold
   • April 15, 2016

5. Loans and Bankrupcy

   By 52626, April 14, 2016
   • 2 replies
   • 796 views
   • 
   • Lou S.
   • April 14, 2016

6. Participant Loan / VCP Filing

   By austin3515, April 13, 2016
   • 3 replies
   • 930 views
   • 
   • Belgarath
   • April 14, 2016

7. 402(g) Deadline

   By buckaroo, April 13, 2016
   • 2 replies
   • 1.5k views
   • 
   • Belgarath
   • April 14, 2016

8. 401k pays out last participant - still a plan?

   By AlbanyConsultant, April 12, 2016
   • 6 replies
   • 744 views
   • 
   • BG5150
   • April 14, 2016

9. Sole Proprietor with 401(k) Plan

   By jukeboy56, April 11, 2016
   • 1 reply
   • 618 views
   • 
   • ETA Consulting LLC
   • April 11, 2016

10. When is earned income deemed paid for safe harbor 401(k) purposes?

    By Doghouse, April 11, 2016   

    • earned income
    • when
    • (and 3 more)

      Tagged with:

      • earned income
      • when
      • safe harbor
      • partner
      • partnership
    • 3 replies
    • 1k views
    • 
    • Lou S.
    • April 11, 2016

11. Delay in transferring assets from an orphaned SDA

    By mwagner003, April 11, 2016   

    • self-directed account
    • SDA
    • (and 1 more)

      Tagged with:

      • self-directed account
      • SDA
      • trading window
    • 2 replies
    • 1k views
    • 
    • BG5150
    • April 12, 2016

12. Loan

    By cdavis25, April 7, 2016
    • 11 replies
    • 1.6k views
    • 
    • 401_noob
    • April 12, 2016

13. Deemed Loan that EE continued to pay on 5500

    By Alex Daisy, April 6, 2016
    • 1 reply
    • 737 views
    • 
    • Bird
    • April 7, 2016

14. compensation conundrum

    By K2retire, April 5, 2016
    • 6 replies
    • 1.5k views
    • 
    • K2retire
    • April 6, 2016

15. Inherited IRA

    By Pension RC, April 1, 2016
    • 2 replies
    • 928 views
    • 
    • QDROphile
    • April 1, 2016

16. Safe Harbor Match including Roth deferrals

    By thepensionmaven, April 1, 2016
    • 2 replies
    • 2.2k views
    • 
    • Tom Poje
    • April 1, 2016

17. old DC-1 and DC-2 books for sale?

    By justanotheradmin, March 31, 2016
    • 0 replies
    • 772 views
    • 
    • justanotheradmin
    • March 31, 2016

18. Owners over 70 1/2

    By CJS07, March 31, 2016   

    • RMD and continuing
    • 2 replies
    • 1.1k views
    • 
    • Lou S.
    • March 31, 2016

19. Loans from Roth 401k

    By austin3515, March 31, 2016
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • March 31, 2016

20. Client Retention Rates / Attrition

    By buecker, March 29, 2016   

    • Client Retention
    • Client Attrition
    • 0 replies
    • 891 views
    • 
    • buecker
    • March 29, 2016

21. Schedule C, last year's ee cost

    By Bri, March 28, 2016   

    • self-employed
    • scehdule c.
    • 2 replies
    • 794 views
    • 
    • Bird
    • March 29, 2016

22. Employee contributions to HSA, NOT through 125 plan

    By Belgarath, March 28, 2016
    • 2 replies
    • 699 views
    • 
    • Belgarath
    • March 28, 2016

23. sole proprietor - 1099 income

    By Alex Daisy, March 24, 2016
    • 5 replies
    • 1.5k views
    • 
    • jpod
    • March 24, 2016

24. Pull out in 2016 from HCEs account wrongly deposited Employer Discretionary Contribution in 2015

    By AdKu, March 24, 2016   

    • Employer Discretionary Contri
    • Wrongly allocated PS to HCE
    • (and 1 more)

      Tagged with:

      • Employer Discretionary Contri
      • Wrongly allocated PS to HCE
      • Pulling out of HCEs accounts
    • 3 replies
    • 772 views
    • 
    • My 2 cents
    • March 24, 2016

25. ER Contrib missed tax deadline

    By CJS07, March 23, 2016
    • 5 replies
    • 1.2k views
    • 
    • Lou S.
    • March 23, 2016

26. Should I file a Sched H or 5500-SF? - Count of BOY participants

    By Bruddah Kimo, March 23, 2016
    • 7 replies
    • 810 views
    • 
    • My 2 cents
    • March 24, 2016

27. missed deferrals, or opportunistic employee

    By K2retire, March 23, 2016
    • 12 replies
    • 1.6k views
    • 
    • jpod
    • March 24, 2016

28. Meeting a safe harbor using several plans

    By Peter Gulia, March 23, 2016   

    • safe harbor; controlled group
    • 4 replies
    • 696 views
    • 
    • Peter Gulia
    • March 23, 2016

29. Automatic Enrollment

    By John Feldt ERPA CPC QPA, March 23, 2016   

    • Automatic Enrollment
    • default deferral
    • (and 4 more)

      Tagged with:

      • Automatic Enrollment
      • default deferral
      • negative election
      • VCP
      • Self-correction
      • SCP
    • 7 replies
    • 1.5k views
    • 
    • Peter Gulia
    • March 23, 2016

30. Coverage Failure

    By jpod, March 22, 2016
    • 14 replies
    • 3.2k views
    • 
    • jpod
    • March 29, 2016

31. SS# Detector

    By austin3515, March 22, 2016
    • 3 replies
    • 645 views
    • 
    • austin3515
    • March 22, 2016

32. Partnerships- Limitations Years

    By coleboy, March 22, 2016
    • 3 replies
    • 596 views
    • 
    • My 2 cents
    • March 22, 2016

33. Roth Conversion Timing

    By Dougsbpc, March 22, 2016
    • 1 reply
    • 739 views
    • 
    • Belgarath
    • March 22, 2016

34. Owner Contributing to SEP

    By coleboy, March 18, 2016
    • 4 replies
    • 844 views
    • 
    • Earl
    • March 26, 2016

35. Bad Asset - Correction

    By justanotheradmin, March 18, 2016
    • 4 replies
    • 684 views
    • 
    • justanotheradmin
    • March 18, 2016

36. top heavy - ownership

    By JKW, March 18, 2016
    • 3 replies
    • 847 views
    • 
    • Tom Poje
    • March 18, 2016

37. Back-sweep of Participants who are contributing

    By tuna524, March 17, 2016
    • 2 replies
    • 1.5k views
    • 
    • tuna524
    • March 17, 2016

38. When does distribution occur?

    By DLavigne, March 17, 2016
    • 4 replies
    • 1.6k views
    • 
    • Peter Gulia
    • March 21, 2016

39. 40k to MEP

    By Earl, March 15, 2016
    • 7 replies
    • 1.3k views
    • 
    • Earl
    • March 16, 2016

40. When are deferrals a catch-up contribution?

    By cheersmate, March 15, 2016   

    • 401k
    • deferrals
    • (and 3 more)

      Tagged with:

      • 401k
      • deferrals
      • recharacterization 401k
      • catch up contributions
      • 415 limits
    • 3 replies
    • 2.1k views
    • 
    • Lou S.
    • March 15, 2016

41. DOL guidance re recordkeeper searches

    By benefitsguru, March 15, 2016
    • 0 replies
    • 757 views
    • 
    • benefitsguru
    • March 15, 2016

42. Integrated PS formula--can the excess percentage be 0%?

    By jjaatirs, March 15, 2016
    • 2 replies
    • 726 views
    • 
    • Tom Poje
    • March 15, 2016

43. terminated employee in Safe harbor plan with deferrals effective 10/1/15

    By cpc0506, March 15, 2016
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 15, 2016

44. What is a Reasonable Business Classification?

    By austin3515, March 14, 2016
    • 24 replies
    • 3k views
    • 
    • DMcGovern
    • March 16, 2016

45. Reference Book? IRC?

    By justanotheradmin, March 14, 2016
    • 7 replies
    • 930 views
    • 
    • justanotheradmin
    • March 15, 2016

46. K-1 Compensation

    By PFranckowiak, March 14, 2016
    • 1 reply
    • 800 views
    • 
    • Bird
    • March 14, 2016

47. Due on Sale clause

    By Jim Chad, March 14, 2016
    • 1 reply
    • 577 views
    • 
    • Peter Gulia
    • March 14, 2016

48. ADP Refunds

    By 401_noob, March 11, 2016   

    • ADP
    • 3 replies
    • 2.4k views
    • 
    • 401_noob
    • March 16, 2016

49. Precious metals

    By Jim Chad, March 11, 2016
    • 1 reply
    • 577 views
    • 
    • Belgarath
    • March 11, 2016

50. Form 990 T

    By 52626, March 11, 2016
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • March 11, 2016