401(k) Plans

19,364 topics in this forum

1. Sole Proprietor with 401(k) Plan

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

2. 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
   • 1.4k views
   • 
   • BeginnersLuck
   • April 10, 2016

3. Deemed Loan that EE continued to pay on 5500

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

4. compensation conundrum

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

5. Inherited IRA

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

6. Safe Harbor Match including Roth deferrals

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

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

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

8. Owners over 70 1/2

   By CJS07, March 31, 2016   

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

9. Loans from Roth 401k

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

10. Coverage Failure

    By jpod, March 22, 2016
    • 14 replies
    • 3.2k views
    • 
    • jpod
    • March 29, 2016

11. Client Retention Rates / Attrition

    By buecker, March 29, 2016   

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

12. Schedule C, last year's ee cost

    By Bri, March 28, 2016   

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

13. Employee contributions to HSA, NOT through 125 plan

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

14. Owner Contributing to SEP

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

15. 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
    • 796 views
    • 
    • My 2 cents
    • March 24, 2016

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

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

17. sole proprietor - 1099 income

    By Alex Daisy, March 24, 2016
    • 5 replies
    • 1.5k views
    • 
    • jpod
    • March 24, 2016

18. missed deferrals, or opportunistic employee

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

19. 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

20. Meeting a safe harbor using several plans

    By Peter Gulia, March 23, 2016   

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

21. ER Contrib missed tax deadline

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

22. SS# Detector

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

23. Partnerships- Limitations Years

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

24. Roth Conversion Timing

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

25. No more determination letters...

    By austin3515, July 23, 2015
    • 19 replies
    • 2.6k views
    • 
    • TPApril
    • March 21, 2016

26. When does distribution occur?

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

27. Bad Asset - Correction

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

28. top heavy - ownership

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

29. Back-sweep of Participants who are contributing

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

30. ADP Refunds

    By 401_noob, March 11, 2016   

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

31. 40k to MEP

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

32. What is a Reasonable Business Classification?

    By austin3515, March 14, 2016
    • 24 replies
    • 3.1k views
    • 
    • DMcGovern
    • March 16, 2016

33. Forfeiture release date issue

    By cpc0506, April 3, 2010
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • March 15, 2016

34. terminated employee in Safe harbor plan with deferrals effective 10/1/15

    By cpc0506, March 15, 2016
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • March 15, 2016

35. Reference Book? IRC?

    By justanotheradmin, March 14, 2016
    • 7 replies
    • 981 views
    • 
    • justanotheradmin
    • March 15, 2016

36. When are deferrals a catch-up contribution?

    By cheersmate, March 15, 2016   

    • 401k
    • deferrals
    • (and 3 more)

      Tagged with:

      • 401k
      • deferrals
      • recharacterization 401k
      • catch up contributions
      • 415 limits
    • 3 replies
    • 2.1k views
    • 
    • Lou S.
    • March 15, 2016

37. Integrated PS formula--can the excess percentage be 0%?

    By jjaatirs, March 15, 2016
    • 2 replies
    • 753 views
    • 
    • Tom Poje
    • March 15, 2016

38. DOL guidance re recordkeeper searches

    By benefitsguru, March 15, 2016
    • 0 replies
    • 776 views
    • 
    • benefitsguru
    • March 15, 2016

39. Switching Safe Harbor Types Under New Rules

    By PensionPro, March 7, 2016
    • 10 replies
    • 2.4k views
    • 
    • PensionPro
    • March 14, 2016

40. K-1 Compensation

    By PFranckowiak, March 14, 2016
    • 1 reply
    • 825 views
    • 
    • Bird
    • March 14, 2016

41. Due on Sale clause

    By Jim Chad, March 14, 2016
    • 1 reply
    • 594 views
    • 
    • Peter Gulia
    • March 14, 2016

42. Forfeiture of Matching Contributions Due to Failed ADP Test

    By Guest Lentils, November 11, 2014
    • 7 replies
    • 6.6k views
    • 
    • Tom Poje
    • March 14, 2016

43. leased employees vs. 6-month eligibility

    By AlbanyConsultant, March 11, 2016
    • 1 reply
    • 903 views
    • 
    • Belgarath
    • March 11, 2016

44. Precious metals

    By Jim Chad, March 11, 2016
    • 1 reply
    • 598 views
    • 
    • Belgarath
    • March 11, 2016

45. Form 990 T

    By 52626, March 11, 2016
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • March 11, 2016

46. Mid-year change creates multiple employer plan

    By Guest Pennysaver, July 28, 2012
    • 24 replies
    • 11.4k views
    • 
    • EBECatty
    • March 10, 2016

47. "I was told it would be fine." Excluded Division

    By Mr Bagwell, March 10, 2016   

    • excluded division
    • 5 replies
    • 1.1k views
    • 
    • Mr Bagwell
    • March 10, 2016

48. W2 wages of Auto Reimb Only and wants to defer

    By KTB, March 9, 2016
    • 4 replies
    • 877 views
    • 
    • hr for me
    • March 10, 2016

49. Restrictions on After-tax contributions that are matched

    By Nassau, March 9, 2016
    • 1 reply
    • 821 views
    • 
    • Mike Preston
    • March 9, 2016

50. Processing Excess Contributions

    By Below Ground, March 8, 2016   

    • Rollover Before Testing
    • 4 replies
    • 1.3k views
    • 
    • Below Ground
    • March 9, 2016