401(k) Plans

19,362 topics in this forum

1. 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

2. Year End Census Data

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

3. Form 5558s - returned from IRS

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

4. 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

5. new plan, terminated employees

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

6. Youngest Age of Eligibility

   By The 402"(G)", August 4, 2016
   • 7 replies
   • 4.6k views
   • 
   • My 2 cents
   • August 4, 2016

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

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

8. Doctor's Catchup Contribution for 2015

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

9. Changing from fiscal year to calendar year

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

10. Top Heavy

    By ratherbereading, July 28, 2016   

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

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

    By MAM08, May 21, 2015
    • 11 replies
    • 2.3k views
    • 
    • austin3515
    • July 28, 2016

12. Rule of parity for re-hired participant

    By khr, July 28, 2016   

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

13. Counting "treasury stock" re: HCE determination

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

14. safe harbor match formulas

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

15. Correcting deferral percentage

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

16. Change in Match -- Any issues?

    By Mr Bagwell, July 26, 2016   

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

17. Corrected 1099-R

    By austin3515, July 21, 2016
    • 17 replies
    • 2.5k views
    • 
    • austin3515
    • July 22, 2016

18. Roth 401(k) and Hardship Distribution

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

19. Salary deferrals deposited after close of plan year

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

20. 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

21. Safe Harbor Mid year Amendments

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

22. Single Participant Plan and Vol Non-Elective Contributions

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

23. curious question about catch up

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

24. Incorrect Deferral Percentage Correction

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

25. Multiple Employer Trusts (MET)

    By andi2008, July 8, 2016   

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

26. Profit sharing and catch up

    By ratherbereading, July 19, 2016   

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

27. 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

28. Rollover from non-ERISA 403(b)

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

29. E&O insurance

    By gregburst, July 15, 2016   

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

30. Election to "Opt Out"

    By jala, July 14, 2016
    • 13 replies
    • 4.1k views
    • 
    • Kevin C
    • July 15, 2016

31. Audit Required in Merged Plan?

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

32. DOL Lost interest calculator down?

    By austin3515, July 14, 2016
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • July 14, 2016

33. Deferrals in a two Employer Plan

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

34. Cutoff for receivable

    By Ehill, July 13, 2016
    • 7 replies
    • 6k views
    • 
    • hr for me
    • July 14, 2016

35. Effect of amending definition of 415 compensation

    By SST73, July 13, 2016   

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

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

    By wcrile, July 6, 2016
    • 10 replies
    • 5.3k views
    • 
    • Bill Presson
    • July 11, 2016

37. Correcting Late Contribution Deposits

    By Below Ground, July 8, 2016   

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

38. ABT with US and PR plan

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

39. hardship distributions and spousal consent

    By Beemer, July 8, 2016
    • 0 replies
    • 727 views
    • 
    • Beemer
    • July 8, 2016

40. Controlled Group Different Plan Year

    By pixmax, July 5, 2016   

    • Controlled Group
    • 5 replies
    • 2.6k views
    • 
    • Tom Poje
    • July 8, 2016

41. First Deferral

    By pam@bbm, July 7, 2016
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • July 8, 2016

42. Solo 401k - multiple partnerships

    By bwurts, July 1, 2016
    • 1 reply
    • 889 views
    • 
    • Kevin C
    • July 7, 2016

43. Custom Plan Document Restatement

    By khn, July 6, 2016
    • 4 replies
    • 1.2k views
    • 
    • khn
    • July 7, 2016

44. Safe harbor nonelective contribution - employee meets eligibility requirements mid year

    By gdlfa, July 6, 2016
    • 1 reply
    • 723 views
    • 
    • Bill Presson
    • July 6, 2016

45. auto enroll and rehire

    By pmacduff, June 30, 2016
    • 4 replies
    • 2.9k views
    • 
    • Mike Preston
    • July 1, 2016

46. QACA for a restaurant group--Exclude tips under comp def?

    By TPAJake, June 30, 2016
    • 2 replies
    • 709 views
    • 
    • TPAJake
    • July 1, 2016

47. 401(k) for a foreign company?

    By gdlfa, June 30, 2016
    • 2 replies
    • 877 views
    • 
    • gdlfa
    • June 30, 2016

48. Appointment of Trustee

    By Susan S., June 29, 2016
    • 12 replies
    • 5.4k views
    • 
    • GMK
    • June 30, 2016

49. PArticipants Statements Electronically?

    By austin3515, June 29, 2016
    • 2 replies
    • 645 views
    • 
    • ESOP Guy
    • June 29, 2016

50. Administrative 415 Limit For Catch-ups

    By austin3515, June 28, 2016
    • 1 reply
    • 917 views
    • 
    • Kevin C
    • June 28, 2016