401(k) Plans

19,382 topics in this forum

1. Plan Loan Repayment Terms

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

2. Management function - Controlled Group

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

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

   By Peter Gulia, August 26, 2016   

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

4. Top paid group question

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

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

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

6. Trust as Beneficiary

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

7. 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

8. Missed Loan Payment

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

9. Controlled Group/Affiliated Service Group

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

10. Eligibility Conditions

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

11. Amended Tax Return for Addit'l Deductions

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

12. Takeover Plan with a problem...

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

13. Control Group question

    By cpc0506, August 19, 2016   

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

14. death benefits

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

15. 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
    • 7.5k views
    • 
    • Gannuscio
    • August 18, 2016

16. 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

17. Employer paying all plan expenses?

    By gdlfa, August 15, 2016
    • 6 replies
    • 2k views
    • 
    • K2retire
    • August 16, 2016

18. rehire entry date

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

19. Top Heavy - Officer status

    By Alex Daisy, August 11, 2016
    • 0 replies
    • 1.1k views
    • 
    • Alex Daisy
    • August 11, 2016

20. Employer as Trustee?

    By 7806akp, August 10, 2016
    • 6 replies
    • 4k views
    • 
    • Peter Gulia
    • August 11, 2016

21. Collective Bargained Plan and ADP refund

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

22. 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
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • August 11, 2016

23. Year End Census Data

    By Mr Bagwell, August 9, 2016
    • 10 replies
    • 1.4k views
    • 
    • ESOP Guy
    • August 10, 2016

24. Form 5558s - returned from IRS

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

25. 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
    • 1.7k views
    • 
    • ERISA11
    • August 9, 2016

26. new plan, terminated employees

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

27. Youngest Age of Eligibility

    By The 402"(G)", August 4, 2016
    • 7 replies
    • 4.8k views
    • 
    • My 2 cents
    • August 4, 2016

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

    By 52626, August 3, 2016
    • 4 replies
    • 3.4k views
    • 
    • RatherBeGolfing
    • August 3, 2016

29. Doctor's Catchup Contribution for 2015

    By Pammie57, August 1, 2016
    • 10 replies
    • 1.5k views
    • 
    • QDROphile
    • August 2, 2016

30. Changing from fiscal year to calendar year

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

31. Top Heavy

    By ratherbereading, July 28, 2016   

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

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

    By MAM08, May 21, 2015
    • 11 replies
    • 2.4k views
    • 
    • austin3515
    • July 28, 2016

33. Rule of parity for re-hired participant

    By khr, July 28, 2016   

    • rule of parity
    • 4 replies
    • 1.9k views
    • 
    • Belgarath
    • July 28, 2016

34. Counting "treasury stock" re: HCE determination

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

35. safe harbor match formulas

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

36. Correcting deferral percentage

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

37. Change in Match -- Any issues?

    By Mr Bagwell, July 26, 2016   

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

38. Corrected 1099-R

    By austin3515, July 21, 2016
    • 17 replies
    • 2.6k views
    • 
    • austin3515
    • July 22, 2016

39. Roth 401(k) and Hardship Distribution

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

40. Salary deferrals deposited after close of plan year

    By lp1965, July 21, 2016
    • 7 replies
    • 1.4k views
    • 
    • Tom Poje
    • July 22, 2016

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

    By msmith, July 21, 2016
    • 5 replies
    • 1.1k views
    • 
    • msmith
    • July 21, 2016

42. Safe Harbor Mid year Amendments

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

43. Single Participant Plan and Vol Non-Elective Contributions

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

44. curious question about catch up

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

45. Incorrect Deferral Percentage Correction

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

46. Multiple Employer Trusts (MET)

    By andi2008, July 8, 2016   

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

47. Profit sharing and catch up

    By ratherbereading, July 19, 2016   

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

48. 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

49. Rollover from non-ERISA 403(b)

    By Susan S., July 18, 2016
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 18, 2016

50. E&O insurance

    By gregburst, July 15, 2016   

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