401(k) Plans

19,382 topics in this forum

1. 242(b) RMD

   By MGOAdmin, April 27, 2016   

   • 242
   • RMD
   • 3 replies
   • 1.8k views
   • 
   • masteff
   • April 27, 2016

2. 401k loan - deemed distribution

   By 52626, April 27, 2016
   • 3 replies
   • 1.7k views
   • 
   • hr for me
   • April 27, 2016

3. Restatement when Plan Sponser MIA

   By Zorro1k, April 27, 2016   

   • restatement
   • 5 replies
   • 1.2k views
   • 
   • Zorro1k
   • April 27, 2016

4. Late deposits & VFCP

   By Flyboyjohn, April 26, 2016
   • 1 reply
   • 930 views
   • 
   • Belgarath
   • April 27, 2016

5. What type of EIN to get for Solo 401K?

   By GregJ, April 26, 2016
   • 1 reply
   • 1.9k views
   • 
   • Bird
   • April 26, 2016

6. PPA Restatement effective date

   By TPApril, April 22, 2016
   • 1 reply
   • 1.1k views
   • 
   • ETA Consulting LLC
   • April 22, 2016

7. Brokerage Accounts and UBTI Tax

   By 52626, April 19, 2016
   • 1 reply
   • 1.3k views
   • 
   • ESOP Guy
   • April 19, 2016

8. Exclude HCE from 401(k) plan w/out provision?

   By TPApril, April 15, 2016
   • 10 replies
   • 2.6k views
   • 
   • TPApril
   • April 18, 2016

9. Forfeiture Reallocation

   By bevfair, April 15, 2016
   • 4 replies
   • 2.1k views
   • 
   • buckaroo
   • April 18, 2016

10. Plan Document Statements

    By Stash026, April 15, 2016
    • 2 replies
    • 801 views
    • 
    • Griswold
    • April 15, 2016

11. Loans and Bankrupcy

    By 52626, April 14, 2016
    • 2 replies
    • 821 views
    • 
    • Lou S.
    • April 14, 2016

12. Participant Loan / VCP Filing

    By austin3515, April 13, 2016
    • 3 replies
    • 986 views
    • 
    • Belgarath
    • April 14, 2016

13. 401k pays out last participant - still a plan?

    By AlbanyConsultant, April 12, 2016
    • 6 replies
    • 779 views
    • 
    • BG5150
    • April 14, 2016

14. 402(g) Deadline

    By buckaroo, April 13, 2016
    • 2 replies
    • 1.6k views
    • 
    • Belgarath
    • April 14, 2016

15. ADP and Residual Compensation

    By Stevo-PDX, March 10, 2015   

    • ADP Test
    • 4 replies
    • 3.1k views
    • 
    • TPApril
    • April 14, 2016

16. Safe Harbor 401(k)nonelective contribution satisfied in money purchase

    By Guest Bill Mulkern, February 16, 1999
    • 11 replies
    • 2k views
    • 
    • Mike Preston
    • April 12, 2016

17. Loan

    By cdavis25, April 7, 2016
    • 11 replies
    • 1.7k views
    • 
    • 401_noob
    • April 12, 2016

18. Delay in transferring assets from an orphaned SDA

    By mwagner003, April 11, 2016   

    • self-directed account
    • SDA
    • (and 1 more)

      Tagged with:

      • self-directed account
      • SDA
      • trading window
    • 2 replies
    • 1k views
    • 
    • BG5150
    • April 12, 2016

19. When is earned income deemed paid for safe harbor 401(k) purposes?

    By Doghouse, April 11, 2016   

    • earned income
    • when
    • (and 3 more)

      Tagged with:

      • earned income
      • when
      • safe harbor
      • partner
      • partnership
    • 3 replies
    • 1k views
    • 
    • Lou S.
    • April 11, 2016

20. Sole Proprietor with 401(k) Plan

    By jukeboy56, April 11, 2016
    • 1 reply
    • 647 views
    • 
    • ETA Consulting LLC
    • April 11, 2016

21. Payroll Vendor erroneously stopped HCE 401k+catch-up at $18k

    By cheersmate, March 4, 2016   

    • 401k correction
    • safe harbor
    • (and 1 more)

      Tagged with:

      • 401k correction
      • safe harbor
      • 401k safe harbor
    • 3 replies
    • 1.5k views
    • 
    • BeginnersLuck
    • April 10, 2016

22. Deemed Loan that EE continued to pay on 5500

    By Alex Daisy, April 6, 2016
    • 1 reply
    • 763 views
    • 
    • Bird
    • April 7, 2016

23. compensation conundrum

    By K2retire, April 5, 2016
    • 6 replies
    • 1.6k views
    • 
    • K2retire
    • April 6, 2016

24. Inherited IRA

    By Pension RC, April 1, 2016
    • 2 replies
    • 993 views
    • 
    • QDROphile
    • April 1, 2016

25. Safe Harbor Match including Roth deferrals

    By thepensionmaven, April 1, 2016
    • 2 replies
    • 2.2k views
    • 
    • Tom Poje
    • April 1, 2016

26. old DC-1 and DC-2 books for sale?

    By justanotheradmin, March 31, 2016
    • 0 replies
    • 798 views
    • 
    • justanotheradmin
    • March 31, 2016

27. Owners over 70 1/2

    By CJS07, March 31, 2016   

    • RMD and continuing
    • 2 replies
    • 1.1k views
    • 
    • Lou S.
    • March 31, 2016

28. Loans from Roth 401k

    By austin3515, March 31, 2016
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • March 31, 2016

29. Coverage Failure

    By jpod, March 22, 2016
    • 14 replies
    • 3.3k views
    • 
    • jpod
    • March 29, 2016

30. Client Retention Rates / Attrition

    By buecker, March 29, 2016   

    • Client Retention
    • Client Attrition
    • 0 replies
    • 916 views
    • 
    • buecker
    • March 29, 2016

31. Schedule C, last year's ee cost

    By Bri, March 28, 2016   

    • self-employed
    • scehdule c.
    • 2 replies
    • 853 views
    • 
    • Bird
    • March 29, 2016

32. Employee contributions to HSA, NOT through 125 plan

    By Belgarath, March 28, 2016
    • 2 replies
    • 729 views
    • 
    • Belgarath
    • March 28, 2016

33. Owner Contributing to SEP

    By coleboy, March 18, 2016
    • 4 replies
    • 872 views
    • 
    • Earl
    • March 26, 2016

34. Pull out in 2016 from HCEs account wrongly deposited Employer Discretionary Contribution in 2015

    By AdKu, March 24, 2016   

    • Employer Discretionary Contri
    • Wrongly allocated PS to HCE
    • (and 1 more)

      Tagged with:

      • Employer Discretionary Contri
      • Wrongly allocated PS to HCE
      • Pulling out of HCEs accounts
    • 3 replies
    • 801 views
    • 
    • My 2 cents
    • March 24, 2016

35. Should I file a Sched H or 5500-SF? - Count of BOY participants

    By Bruddah Kimo, March 23, 2016
    • 7 replies
    • 844 views
    • 
    • My 2 cents
    • March 24, 2016

36. sole proprietor - 1099 income

    By Alex Daisy, March 24, 2016
    • 5 replies
    • 1.6k views
    • 
    • jpod
    • March 24, 2016

37. missed deferrals, or opportunistic employee

    By K2retire, March 23, 2016
    • 12 replies
    • 1.6k views
    • 
    • jpod
    • March 24, 2016

38. Automatic Enrollment

    By John Feldt ERPA CPC QPA, March 23, 2016   

    • Automatic Enrollment
    • default deferral
    • (and 4 more)

      Tagged with:

      • Automatic Enrollment
      • default deferral
      • negative election
      • VCP
      • Self-correction
      • SCP
    • 7 replies
    • 1.6k views
    • 
    • Peter Gulia
    • March 23, 2016

39. Meeting a safe harbor using several plans

    By Peter Gulia, March 23, 2016   

    • safe harbor; controlled group
    • 4 replies
    • 741 views
    • 
    • Peter Gulia
    • March 23, 2016

40. ER Contrib missed tax deadline

    By CJS07, March 23, 2016
    • 5 replies
    • 1.2k views
    • 
    • Lou S.
    • March 23, 2016

41. SS# Detector

    By austin3515, March 22, 2016
    • 3 replies
    • 676 views
    • 
    • austin3515
    • March 22, 2016

42. Partnerships- Limitations Years

    By coleboy, March 22, 2016
    • 3 replies
    • 637 views
    • 
    • My 2 cents
    • March 22, 2016

43. Roth Conversion Timing

    By Dougsbpc, March 22, 2016
    • 1 reply
    • 766 views
    • 
    • Belgarath
    • March 22, 2016

44. No more determination letters...

    By austin3515, July 23, 2015
    • 19 replies
    • 2.7k views
    • 
    • TPApril
    • March 21, 2016

45. When does distribution occur?

    By DLavigne, March 17, 2016
    • 4 replies
    • 1.7k views
    • 
    • Peter Gulia
    • March 21, 2016

46. Bad Asset - Correction

    By justanotheradmin, March 18, 2016
    • 4 replies
    • 719 views
    • 
    • justanotheradmin
    • March 18, 2016

47. top heavy - ownership

    By JKW, March 18, 2016
    • 3 replies
    • 880 views
    • 
    • Tom Poje
    • March 18, 2016

48. Back-sweep of Participants who are contributing

    By tuna524, March 17, 2016
    • 2 replies
    • 1.6k views
    • 
    • tuna524
    • March 17, 2016

49. ADP Refunds

    By 401_noob, March 11, 2016   

    • ADP
    • 3 replies
    • 2.5k views
    • 
    • 401_noob
    • March 16, 2016

50. 40k to MEP

    By Earl, March 15, 2016
    • 7 replies
    • 1.3k views
    • 
    • Earl
    • March 16, 2016