401(k) Plans

19,321 topics in this forum

1. HCE determination

   By R. Butler, February 1, 2016
   • 1 reply
   • 779 views
   • 
   • Lou S.
   • February 1, 2016

2. Safe Harbor Match

   By Sir LB, February 1, 2016
   • 5 replies
   • 1.8k views
   • 
   • BG5150
   • February 2, 2016

3. Ineligible 401k - Deferred Compensation

   By austin3515, February 1, 2016
   • 0 replies
   • 919 views
   • 
   • austin3515
   • February 1, 2016

4. 401k Plans and The Patriot Act

   By ratherbereading, January 29, 2016
   • 16 replies
   • 3.9k views
   • 
   • Mike Preston
   • February 4, 2016

5. Mid-year changes to safe-harbor plans

   By Peter Gulia, January 29, 2016   

   • 1.401(k)-3; 1.401(m)-3
   • 12 replies
   • 3.5k views
   • 
   • ERISA newbie
   • February 4, 2016

6. IRS Article on What Went Wrong With Retirement Plans

   By austin3515, January 28, 2016
   • 2 replies
   • 796 views
   • 
   • austin3515
   • January 29, 2016

7. Safe Harbor 401(k) & top heavy

   By R. Butler, January 28, 2016
   • 3 replies
   • 1.1k views
   • 
   • Gadgetfreak
   • January 29, 2016

8. Calculating earnings

   By ratherbereading, January 26, 2016   

   • distribution error
   • earnings calculation
   • 1 reply
   • 642 views
   • 
   • ESOP Guy
   • January 26, 2016

9. Life Insurance in a 401k plan- CSV reported or not

   By cpc0506, January 26, 2016
   • 9 replies
   • 3k views
   • 
   • Bird
   • January 28, 2016

10. 401(k) Loan Repayments Via Check

    By Comp Ben HRIS, January 25, 2016
    • 3 replies
    • 3.5k views
    • 
    • Bird
    • January 26, 2016

11. Is IRS being Stupid? Form 945 Issue

    By justanotheradmin, January 25, 2016   

    • Form 945
    • IRS
    • 21 replies
    • 5.9k views
    • 
    • DPL
    • February 26, 2019

12. 1099 R for Participant with Roth and non-Roth monies

    By Pammie57, January 25, 2016
    • 1 reply
    • 653 views
    • 
    • Lou S.
    • January 25, 2016

13. Post Severance comp for Allocations

    By austin3515, January 25, 2016
    • 1 reply
    • 2.1k views
    • 
    • austin3515
    • January 25, 2016

14. Missed Deferrals - Correction Method

    By Vlad401k, January 22, 2016
    • 2 replies
    • 991 views
    • 
    • Comp Ben HRIS
    • January 25, 2016

15. Initial Eligibility Period Anniversary to Plan Year - Help on the entry date?

    By HarleyBabe, January 21, 2016
    • 13 replies
    • 2.3k views
    • 
    • Bill Presson
    • January 21, 2016

16. Determination Letter Application

    By kcav2006, January 21, 2016
    • 1 reply
    • 699 views
    • 
    • spicerfam
    • January 21, 2016

17. Excess Contributions and the 415 Limit

    By msmith, January 20, 2016
    • 12 replies
    • 8k views
    • 
    • msmith
    • February 22, 2016

18. Refund of Contributions EE Request

    By jennc1019, January 20, 2016   

    • 401k
    • Refund
    • 4 replies
    • 1.4k views
    • 
    • GBurns
    • January 22, 2016

19. Loan Question

    By Deaconmomma, January 19, 2016
    • 6 replies
    • 1.5k views
    • 
    • BG5150
    • January 20, 2016

20. BRF - Match Formula

    By Gilmore, January 19, 2016
    • 8 replies
    • 2.3k views
    • 
    • Gilmore
    • January 20, 2016

21. Auto Enroll Feature with Financial Institution Where They Track Hours and Determine Elig. But Not Bundled Plan

    By HarleyBabe, January 18, 2016
    • 2 replies
    • 724 views
    • 
    • HarleyBabe
    • January 19, 2016

22. Relius / FIS

    By austin3515, January 18, 2016
    • 6 replies
    • 2.2k views
    • 
    • austin3515
    • January 18, 2016

23. ADP testing on new plan

    By Belgarath, January 18, 2016
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 18, 2016

24. Solo 401(k) question

    By cbendertpa23, January 15, 2016   

    • solo
    • individual
    • (and 3 more)

      Tagged with:

      • solo
      • individual
      • 401k
      • children
      • owner
    • 7 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 21, 2016

25. 5% Owner

    By cammy9, January 14, 2016
    • 6 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 15, 2016

26. Acquisition of Subsidiary, Merging Safe Harbor Plans

    By LANDO, January 13, 2016   

    • safe harbor plan
    • merger
    • (and 2 more)

      Tagged with:

      • safe harbor plan
      • merger
      • acquisition
      • mid-year amendment
    • 9 replies
    • 4.1k views
    • 
    • LANDO
    • January 14, 2016

27. SEC Custodial Rule 206(4)-2

    By austin3515, January 13, 2016
    • 5 replies
    • 2.2k views
    • 
    • Peter Gulia
    • January 15, 2016

28. 402(g) taxation quick and easy(?)

    By BG5150, January 13, 2016
    • 2 replies
    • 968 views
    • 
    • Tom Poje
    • January 15, 2016

29. 5% Owner -HCE status-ADP test

    By Pammie57, January 13, 2016
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • January 13, 2016

30. Form 5308

    By bitsyhaze, January 13, 2016   

    • Short Plan Year
    • Form 5308
    • 0 replies
    • 850 views
    • 
    • bitsyhaze
    • January 13, 2016

31. Allowed Early Entry into 401k Plan

    By preErisa, January 11, 2016   

    • Early Entry
    • 9 replies
    • 2.8k views
    • 
    • austin3515
    • January 13, 2016

32. 1099r for a roth 401k

    By Beemer, January 9, 2016
    • 2 replies
    • 724 views
    • 
    • Beemer
    • January 11, 2016

33. Confused Self Directed Solo 401k Plan - Trust vs Custodial Account

    By SwimmingInBowelsOfERISA, January 8, 2016
    • 20 replies
    • 5.1k views
    • 
    • austin3515
    • January 12, 2016

34. auto enrollment failure

    By Earl, January 7, 2016
    • 4 replies
    • 1.2k views
    • 
    • EBECatty
    • January 8, 2016

35. Legally Married In New York

    By austin3515, January 7, 2016
    • 2 replies
    • 542 views
    • 
    • My 2 cents
    • January 7, 2016

36. plan took 401k contribution on Bonus

    By JKW, January 7, 2016
    • 0 replies
    • 697 views
    • 
    • JKW
    • January 7, 2016

37. PPA 06 restatement effective date 2016 or 2017?

    By Pension Panda, January 7, 2016
    • 2 replies
    • 1.8k views
    • 
    • Pension Panda
    • January 8, 2016

38. Controlled Group/For Profit/Non-Profit

    By austin3515, January 7, 2016
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • January 7, 2016

39. Union Plan Allocation Conditions

    By John Feldt ERPA CPC QPA, January 7, 2016   

    • union
    • collectively bargained
    • (and 4 more)

      Tagged with:

      • union
      • collectively bargained
      • accrual
      • allocation conditions
      • allocation requirements
      • special rules
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • January 7, 2016

40. National Independent 401(k) Benchmarking Services

    By Eric Taylor, January 6, 2016
    • 3 replies
    • 997 views
    • 
    • Bill Presson
    • January 8, 2016

41. Missed Auto Increase

    By S- Milwaukee, January 6, 2016
    • 1 reply
    • 841 views
    • 
    • Belgarath
    • January 7, 2016

42. Controlled Group ADP Testing

    By JBones, January 6, 2016   

    • controlled group
    • disaggregation
    • 1 reply
    • 994 views
    • 
    • Tom Poje
    • January 6, 2016

43. Notification of Stable Value Rate Change

    By khn, January 6, 2016
    • 0 replies
    • 756 views
    • 
    • khn
    • January 6, 2016

44. ExpertPlan Pulling Plug On Website - Thanks Ascensus!

    By austin3515, January 5, 2016
    • 18 replies
    • 13.6k views
    • 
    • carabelli@gmail.com
    • December 10, 2020

45. HCEs in both US and Puerto Rico Plan

    By justatester, January 5, 2016
    • 0 replies
    • 844 views
    • 
    • justatester
    • January 5, 2016

46. Elect Def Failures (RP 2015-28)

    By austin3515, January 2, 2016
    • 0 replies
    • 810 views
    • 
    • austin3515
    • January 2, 2016

47. excluded compensation

    By Chippy, December 30, 2015
    • 1 reply
    • 865 views
    • 
    • ETA Consulting LLC
    • December 30, 2015

48. Match con eligibility when 401k maxed earlier

    By TPApril, December 30, 2015
    • 4 replies
    • 1k views
    • 
    • TPApril
    • December 31, 2015

49. Plan Design - Exclude HCEs

    By Gilmore, December 30, 2015
    • 5 replies
    • 1.1k views
    • 
    • K2retire
    • December 31, 2015

50. Safe Harbor Amendment Restriction Work Around

    By Young Curmudgeon, December 30, 2015
    • 4 replies
    • 1k views
    • 
    • Tom Poje
    • January 5, 2016