401(k) Plans

19,423 topics in this forum

1. hardship distributions and spousal consent

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

2. Controlled Group Different Plan Year

   By pixmax, July 5, 2016   

   • Controlled Group
   • 5 replies
   • 2.7k views
   • 
   • Tom Poje
   • July 8, 2016

3. First Deferral

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

4. Solo 401k - multiple partnerships

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

5. Custom Plan Document Restatement

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

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

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

7. auto enroll and rehire

   By pmacduff, June 30, 2016
   • 4 replies
   • 3k views
   • 
   • Mike Preston
   • July 1, 2016

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

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

9. 401(k) for a foreign company?

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

10. Appointment of Trustee

    By Susan S., June 29, 2016
    • 12 replies
    • 5.6k views
    • 
    • GMK
    • June 30, 2016

11. PArticipants Statements Electronically?

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

12. Administrative 415 Limit For Catch-ups

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

13. incorrect testing

    By K2retire, June 21, 2016
    • 6 replies
    • 1.7k views
    • 
    • Mike Preston
    • June 27, 2016

14. Participants with Small Balances counting as participants

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

15. Delinquent Filer Program

    By CLE401kGuy, June 23, 2016
    • 5 replies
    • 1k views
    • 
    • Bill Presson
    • June 24, 2016

16. credit service after termination? (strange question)

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

17. 403(b) and safe harbor 401(k) plan

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

18. QDIA Question - Age Brackets for Default Investment

    By 52626, June 17, 2016
    • 3 replies
    • 1.5k views
    • 
    • Peter Gulia
    • June 21, 2016

19. Permissive Aggregation

    By justatester, June 21, 2016   

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

20. 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

21. 401k Deposit Deadline

    By Gadgetfreak, June 14, 2016
    • 20 replies
    • 4.5k views
    • 
    • ESOP Guy
    • June 15, 2016

22. 5500 COUNT ON FORM 5500

    By ratherbereading, June 15, 2016   

    • Form 5500; participant count
    • 2 replies
    • 2.9k views
    • 
    • Tom Poje
    • June 15, 2016

23. 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

24. Compensation for Deferrals only and 414(s)

    By Nancy D, June 13, 2016
    • 6 replies
    • 1.4k views
    • 
    • Nancy D
    • June 14, 2016

25. Top heavy/Safe harbor plan

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

26. Form 5500 Count

    By coleboy, June 9, 2016
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • June 10, 2016

27. Possible CODA

    By justatester, June 9, 2016
    • 4 replies
    • 1.4k views
    • 
    • austin3515
    • June 9, 2016

28. conversion to MEP mid year

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

29. Controlled Group/Participating Employers

    By Deaconmomma, June 7, 2016
    • 8 replies
    • 3.3k views
    • 
    • Mike Preston
    • June 9, 2016

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

    By Pammie57, May 31, 2016
    • 10 replies
    • 1.5k views
    • 
    • Zoey
    • June 8, 2016

31. Adding QDIA to Plan

    By Chippy, June 7, 2016
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • June 8, 2016

32. Safe Harbor plan abruptly terminated

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

33. Vesting - Switching from counting hours to elapsed time

    By Mr401k, June 3, 2016
    • 4 replies
    • 4.4k views
    • 
    • david rigby
    • June 6, 2016

34. Doctor Group

    By TPS, May 26, 2016
    • 9 replies
    • 1.3k views
    • 
    • Peter Gulia
    • June 4, 2016

35. Terminated SH plan--owner owes himself SH

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

36. 8955-SSA email saying bad filing

    By Jim Chad, June 3, 2016
    • 5 replies
    • 1.4k views
    • 
    • CindyC
    • June 3, 2016

37. 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

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

    By EPCRSGuru, June 2, 2016
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • June 2, 2016

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

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

40. Notice to participants for Missed Deferrals

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

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

    By jkharvey, May 27, 2016
    • 17 replies
    • 3.2k views
    • 
    • austin3515
    • June 1, 2016

42. mid year change to safe harbor matc

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

43. Mid Year Changes

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

44. Excluded HCE Defer, Refund Effect

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

45. entry date

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

46. IRS Audit / Ancient Missing Amendments

    By austin3515, May 23, 2016
    • 21 replies
    • 1.7k views
    • 
    • austin3515
    • May 26, 2016

47. interim valuation

    By Jim Chad, May 16, 2016
    • 22 replies
    • 4.2k views
    • 
    • hr for me
    • May 25, 2016

48. Mid year amendment to safe harbor

    By Bird, May 24, 2016
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 25, 2016

49. 414(s) and preparticipation compensation

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

50. 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
    • 2.9k views
    • 
    • Belgarath
    • May 25, 2016