401(k) Plans

19,382 topics in this forum

1. Election to "Opt Out"

   By jala, July 14, 2016
   • 13 replies
   • 4.2k views
   • 
   • Kevin C
   • July 15, 2016

2. Audit Required in Merged Plan?

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

3. DOL Lost interest calculator down?

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

4. Deferrals in a two Employer Plan

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

5. Cutoff for receivable

   By Ehill, July 13, 2016
   • 7 replies
   • 6.1k views
   • 
   • hr for me
   • July 14, 2016

6. Effect of amending definition of 415 compensation

   By SST73, July 13, 2016   

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

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

   By wcrile, July 6, 2016
   • 10 replies
   • 5.5k views
   • 
   • Bill Presson
   • July 11, 2016

8. Correcting Late Contribution Deposits

   By Below Ground, July 8, 2016   

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

9. ABT with US and PR plan

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

10. hardship distributions and spousal consent

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

11. Controlled Group Different Plan Year

    By pixmax, July 5, 2016   

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

12. First Deferral

    By pam@bbm, July 7, 2016
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • July 8, 2016

13. Solo 401k - multiple partnerships

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

14. Custom Plan Document Restatement

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

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

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

16. auto enroll and rehire

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

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

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

18. 401(k) for a foreign company?

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

19. Appointment of Trustee

    By Susan S., June 29, 2016
    • 12 replies
    • 5.5k views
    • 
    • GMK
    • June 30, 2016

20. PArticipants Statements Electronically?

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

21. Administrative 415 Limit For Catch-ups

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

22. incorrect testing

    By K2retire, June 21, 2016
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • June 27, 2016

23. Participants with Small Balances counting as participants

    By CLE401kGuy, June 27, 2016
    • 4 replies
    • 937 views
    • 
    • CLE401kGuy
    • June 27, 2016

24. Delinquent Filer Program

    By CLE401kGuy, June 23, 2016
    • 5 replies
    • 999 views
    • 
    • Bill Presson
    • June 24, 2016

25. credit service after termination? (strange question)

    By WCC, June 24, 2016
    • 3 replies
    • 823 views
    • 
    • Kevin C
    • June 24, 2016

26. 403(b) and safe harbor 401(k) plan

    By R. Butler, June 22, 2016
    • 2 replies
    • 727 views
    • 
    • R. Butler
    • June 23, 2016

27. QDIA Question - Age Brackets for Default Investment

    By 52626, June 17, 2016
    • 3 replies
    • 1.4k views
    • 
    • Peter Gulia
    • June 21, 2016

28. Permissive Aggregation

    By justatester, June 21, 2016   

    • Safe Harbor and Non-SH
    • 1 reply
    • 2.6k views
    • 
    • Tom Poje
    • June 21, 2016

29. Non-SH(k) adopted 2016 was supposed to be SH(k). Can convert to SH in 2016?

    By Florida1, June 15, 2016   

    • safe harbor
    • convvert
    • (and 1 more)

      Tagged with:

      • safe harbor
      • convvert
      • new plan
    • 8 replies
    • 1.4k views
    • 
    • Tom Poje
    • June 20, 2016

30. 401k Deposit Deadline

    By Gadgetfreak, June 14, 2016
    • 20 replies
    • 4.2k views
    • 
    • ESOP Guy
    • June 15, 2016

31. 5500 COUNT ON FORM 5500

    By ratherbereading, June 15, 2016   

    • Form 5500; participant count
    • 2 replies
    • 2.8k views
    • 
    • Tom Poje
    • June 15, 2016

32. Information about ASPPA certification 2016

    By swam, June 14, 2016   

    • 401k5500
    • 403b
    • (and 2 more)

      Tagged with:

      • 401k5500
      • 403b
      • retirement plans
      • ESPPA
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • June 14, 2016

33. Compensation for Deferrals only and 414(s)

    By Nancy D, June 13, 2016
    • 6 replies
    • 1.3k views
    • 
    • Nancy D
    • June 14, 2016

34. Top heavy/Safe harbor plan

    By Chippy, June 10, 2016
    • 1 reply
    • 865 views
    • 
    • Jim Chad
    • June 10, 2016

35. Form 5500 Count

    By coleboy, June 9, 2016
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • June 10, 2016

36. Possible CODA

    By justatester, June 9, 2016
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • June 9, 2016

37. conversion to MEP mid year

    By CLE401kGuy, June 9, 2016
    • 1 reply
    • 1k views
    • 
    • CLE401kGuy
    • June 9, 2016

38. Controlled Group/Participating Employers

    By Deaconmomma, June 7, 2016
    • 8 replies
    • 3.2k views
    • 
    • Mike Preston
    • June 9, 2016

39. Max profit sharing/deferrals/catchup for Doctor who sells practice mid-year

    By Pammie57, May 31, 2016
    • 10 replies
    • 1.4k views
    • 
    • Zoey
    • June 8, 2016

40. Adding QDIA to Plan

    By Chippy, June 7, 2016
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • June 8, 2016

41. Safe Harbor plan abruptly terminated

    By K2retire, June 7, 2016
    • 3 replies
    • 1.6k views
    • 
    • Kevin C
    • June 7, 2016

42. Vesting - Switching from counting hours to elapsed time

    By Mr401k, June 3, 2016
    • 4 replies
    • 4.3k views
    • 
    • david rigby
    • June 6, 2016

43. Doctor Group

    By TPS, May 26, 2016
    • 9 replies
    • 1.2k views
    • 
    • Peter Gulia
    • June 4, 2016

44. Terminated SH plan--owner owes himself SH

    By BG5150, June 3, 2016
    • 2 replies
    • 600 views
    • 
    • Lou S.
    • June 3, 2016

45. 8955-SSA email saying bad filing

    By Jim Chad, June 3, 2016
    • 5 replies
    • 1.3k views
    • 
    • CindyC
    • June 3, 2016

46. How to apply deferral percentage to compensation exceeding 415 limit?

    By SavingsRUS, June 2, 2016   

    • 415
    • 401(k)
    • 7 replies
    • 1.7k views
    • 
    • david rigby
    • June 2, 2016

47. Separate Accounting For Roth 401(k) Funds in Brokerage

    By EPCRSGuru, June 2, 2016
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 2, 2016

48. Missed deferrals - do they go into ADP test?

    By AKconsult, June 1, 2016
    • 3 replies
    • 3.6k views
    • 
    • SavingsRUS
    • June 2, 2016

49. Notice to participants for Missed Deferrals

    By Pammie57, June 1, 2016
    • 0 replies
    • 964 views
    • 
    • Pammie57
    • June 1, 2016

50. No employer match on Roth deferrals--how to test

    By jkharvey, May 27, 2016
    • 17 replies
    • 3.1k views
    • 
    • austin3515
    • June 1, 2016