401(k) Plans

19,382 topics in this forum

1. mid year change to safe harbor matc

   By 52626, May 31, 2016
   • 2 replies
   • 673 views
   • 
   • BG5150
   • May 31, 2016

2. Mid Year Changes

   By 401kyeah, May 29, 2016
   • 1 reply
   • 631 views
   • 
   • Tom Poje
   • May 31, 2016

3. Excluded HCE Defer, Refund Effect

   By The 402"(G)", May 26, 2016
   • 3 replies
   • 1.4k views
   • 
   • austin3515
   • May 27, 2016

4. entry date

   By EBDI, May 24, 2016
   • 9 replies
   • 1.9k views
   • 
   • EBDI
   • May 26, 2016

5. IRS Audit / Ancient Missing Amendments

   By austin3515, May 23, 2016
   • 21 replies
   • 1.6k views
   • 
   • austin3515
   • May 26, 2016

6. interim valuation

   By Jim Chad, May 16, 2016
   • 22 replies
   • 4k views
   • 
   • hr for me
   • May 25, 2016

7. Mid year amendment to safe harbor

   By Bird, May 24, 2016
   • 4 replies
   • 1.4k views
   • 
   • Mike Preston
   • May 25, 2016

8. 414(s) and preparticipation compensation

   By LIBERTYKID, May 25, 2016
   • 0 replies
   • 838 views
   • 
   • LIBERTYKID
   • May 25, 2016

9. Average Benefit Percentage Test "Testing Group" and "taken into account"

   By John Feldt ERPA CPC QPA, May 24, 2016   

   • 410(b)
   • Average Benefit Percentage
   • (and 4 more)

     Tagged with:

     • 410(b)
     • Average Benefit Percentage
     • testing group
     • coverage test
     • permissive aggregation
     • controlled group
   • 3 replies
   • 2.8k views
   • 
   • Belgarath
   • May 25, 2016

10. one person plans subject to DOL's 7-day deferral deposit rule?

    By Pinefresh, May 24, 2016
    • 2 replies
    • 800 views
    • 
    • rcline46
    • May 25, 2016

11. Inclusion of Ineligible Employees

    By CLE401kGuy, May 24, 2016
    • 2 replies
    • 713 views
    • 
    • CLE401kGuy
    • May 24, 2016

12. 10% Excise Tax on Return of Excess in Puerto Rico Only Plan

    By RRB, May 24, 2016
    • 0 replies
    • 776 views
    • 
    • RRB
    • May 24, 2016

13. Distribution and death

    By cdavis25, May 23, 2016
    • 2 replies
    • 655 views
    • 
    • cdavis25
    • May 24, 2016

14. ADP SHM and Additional Fixed Match Based on Year of Service

    By Hokielady, May 23, 2016
    • 5 replies
    • 1k views
    • 
    • GMK
    • May 24, 2016

15. Document says all assets are held at this brokerage firm

    By Jim Chad, May 16, 2016
    • 8 replies
    • 1k views
    • 
    • austin3515
    • May 23, 2016

16. Stopping and Starting Deferrals

    By Pammie57, May 23, 2016
    • 2 replies
    • 971 views
    • 
    • hr for me
    • May 23, 2016

17. UBTI and a 990T

    By KTB, May 18, 2016
    • 1 reply
    • 797 views
    • 
    • My 2 cents
    • May 23, 2016

18. Petition to invade 401k

    By PTR2234, May 3, 2016
    • 16 replies
    • 2.9k views
    • 
    • My 2 cents
    • May 23, 2016

19. Owner of safe harbor plan underdeposited own 401(k)

    By TPApril, May 17, 2016   

    • 401(k) correction
    • 3 replies
    • 891 views
    • 
    • Bird
    • May 17, 2016

20. Death Benefit - Distribution Options to Beneficiaries

    By CLE401kGuy, May 16, 2016   

    • Death Benefit
    • 2 replies
    • 2.4k views
    • 
    • Bird
    • May 17, 2016

21. Hardship withdrawal

    By simba, May 16, 2016   

    • 401k hardship
    • 7 replies
    • 2.1k views
    • 
    • simba
    • May 17, 2016

22. Can the plan administrator withhold distribution from a terminated participant until his severance payments end?

    By erisa parrot, May 14, 2016
    • 6 replies
    • 1.9k views
    • 
    • EBECatty
    • May 17, 2016

23. Required Minimum Distribution Roth Money

    By Deaconmomma, May 16, 2016
    • 3 replies
    • 629 views
    • 
    • Tom Poje
    • May 16, 2016

24. Fund Changes and Participant notification

    By 52626, May 16, 2016
    • 1 reply
    • 2k views
    • 
    • Lou S.
    • May 16, 2016

25. Pro-rating comp in a short plan year

    By Craig Schiller, May 10, 2016   

    • drowning in my own sweat
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • May 16, 2016

26. Submission Deadline May 1, 2016 or April 30, 2016

    By Briandfox, April 22, 2016
    • 5 replies
    • 1.2k views
    • 
    • thepensionmaven
    • May 14, 2016

27. Adding a 401k (with safe harbor) mid year

    By Belgarath, May 12, 2016
    • 6 replies
    • 2.1k views
    • 
    • chc93
    • May 14, 2016

28. Failing 414(s) in SH Plan

    By BG5150, May 12, 2016
    • 5 replies
    • 2.1k views
    • 
    • Mike Preston
    • May 13, 2016

29. Roth deductions

    By 52626, May 13, 2016
    • 3 replies
    • 1.5k views
    • 
    • hr for me
    • May 13, 2016

30. Roth IRA Rollover back into 401(k)

    By mlp0816, May 12, 2016   

    • Roth
    • 8 replies
    • 1.4k views
    • 
    • mlp0816
    • May 12, 2016

31. Safe Harbor Calculation on K-1 earnings

    By Deaconmomma, May 11, 2016
    • 5 replies
    • 2.8k views
    • 
    • BG5150
    • May 11, 2016

32. Last Day of Plan Year - Matching Contribution

    By abernat, May 11, 2016
    • 6 replies
    • 1.2k views
    • 
    • My 2 cents
    • May 11, 2016

33. ACP Prior Year Test Failure

    By pam@bbm, May 9, 2016
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • May 10, 2016

34. Controlled Group Question

    By Guest Williamj1, February 4, 2014   

    • Controlled Group
    • 10 replies
    • 2.1k views
    • 
    • Belgarath
    • May 10, 2016

35. name of plan "401K"

    By thepensionmaven, May 7, 2016
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • May 9, 2016

36. SH Plan Design using both Non-Elective & Match

    By RAPD, May 5, 2016   

    • 401k
    • Safe Harbor
    • (and 1 more)

      Tagged with:

      • 401k
      • Safe Harbor
      • Plan Design
    • 11 replies
    • 1.9k views
    • 
    • Tom Poje
    • May 6, 2016

37. Waiving Eligibility Temporarily

    By BLM, May 4, 2016
    • 5 replies
    • 2.8k views
    • 
    • david rigby
    • May 4, 2016

38. IDP owner only plan missed prior restatement, no DL

    By TPApril, April 26, 2016
    • 4 replies
    • 948 views
    • 
    • John Feldt ERPA CPC QPA
    • May 4, 2016

39. Safe Harbor Plan and Excluded Compensation

    By John Feldt ERPA CPC QPA, May 3, 2016   

    • tips
    • bonus
    • (and 3 more)

      Tagged with:

      • tips
      • bonus
      • overtime
      • excluded compensation
      • safe harbor
    • 1 reply
    • 1.2k views
    • 
    • buckaroo
    • May 3, 2016

40. changing frequency of Safe Harbor Match

    By 52626, May 3, 2016
    • 1 reply
    • 986 views
    • 
    • Griswold
    • May 3, 2016

41. controlled group ADP testing

    By K2retire, April 29, 2016
    • 9 replies
    • 1.1k views
    • 
    • BG5150
    • May 3, 2016

42. 401(k) Safe Harbor and Union Employees

    By Gilmore, May 2, 2016
    • 2 replies
    • 2.3k views
    • 
    • Lou S.
    • May 2, 2016

43. W2 Box 12, Code W

    By Dennis Povloski, April 29, 2016
    • 4 replies
    • 6.4k views
    • 
    • spiritrider
    • May 1, 2016

44. Boss sold practice in 8/15. Termination letter of 401k 4/16

    By daniellerdh05, April 29, 2016   

    • Shady 401K by employer
    • 18 replies
    • 3k views
    • 
    • Lou S.
    • April 29, 2016

45. Open Enrollment / Special Enrollment

    By BLM, April 29, 2016
    • 6 replies
    • 3.9k views
    • 
    • GMK
    • April 29, 2016

46. Partner receiving K-1 income and guaranteed W2 then how to calculate plan compensation

    By swam, April 29, 2016   

    • k1
    • partner comp
    • (and 1 more)

      Tagged with:

      • k1
      • partner comp
      • w2
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • April 29, 2016

47. Participating Employer Terminating Participation in Multiple Employer Plan - Merger

    By spartytax, April 28, 2016   

    • Multiple Employer Plan
    • Plan Termination
    • (and 1 more)

      Tagged with:

      • Multiple Employer Plan
      • Plan Termination
      • Successor Plan Rule
    • 1 reply
    • 3k views
    • 
    • My 2 cents
    • April 28, 2016

48. multiple employer plan

    By Guest George Chimento, March 22, 2007
    • 3 replies
    • 3k views
    • 
    • spartytax
    • April 28, 2016

49. QACA Match

    By S- Milwaukee, April 28, 2016
    • 2 replies
    • 1.2k views
    • 
    • S- Milwaukee
    • April 28, 2016

50. 242b and RMD's

    By CLE401kGuy, April 25, 2016
    • 2 replies
    • 1.3k views
    • 
    • GMK
    • April 27, 2016