401(k) Plans

19,299 topics in this forum

1. Safe Harbor Plan with Profit Sharing Coverage

   By PFranckowiak, February 25, 2016
   • 9 replies
   • 3.1k views
   • 
   • Tom Poje
   • February 29, 2016

2. top heavy safe harbor plan with different eligibility

   By K2retire, February 27, 2016
   • 1 reply
   • 688 views
   • 
   • Mike Preston
   • February 27, 2016

3. Can an employer's money purchase plan be merged to it's start up 401(k)?

   By Lori H, February 26, 2016
   • 2 replies
   • 979 views
   • 
   • Lou S.
   • February 26, 2016

4. Allocation Hours for First Short Plan Year

   By Vlad401k, February 8, 2016
   • 6 replies
   • 2.3k views
   • 
   • Mike Preston
   • February 26, 2016

5. Early 90's Participant

   By austin3515, February 23, 2016
   • 43 replies
   • 3.8k views
   • 
   • MoJo
   • February 26, 2016

6. GAP on 415 refunds - Yes or No?

   By fiona1, October 2, 2008
   • 7 replies
   • 4.6k views
   • 
   • BG5150
   • February 26, 2016

7. Top Heavy Testing

   By helloobb, November 13, 2015
   • 4 replies
   • 2k views
   • 
   • chc93
   • February 25, 2016

8. ADP/ACP Not Corrected within 12 months

   By justatester, February 25, 2016
   • 0 replies
   • 595 views
   • 
   • justatester
   • February 25, 2016

9. Recogniing Service w/ Prior Employer - Projected HCE

   By austin3515, February 25, 2016
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • February 25, 2016

10. Highly Compensated Employees

    By mjf624, February 25, 2016
    • 1 reply
    • 851 views
    • 
    • Tom Poje
    • February 25, 2016

11. 401k profitshare allocation in an unequal partnership

    By N. Wood, February 23, 2016   

    • 401k
    • solo401k
    • (and 2 more)

      Tagged with:

      • 401k
      • solo401k
      • partnership
      • profit sharing
    • 22 replies
    • 3.8k views
    • 
    • Bird
    • February 24, 2016

12. Discrim testing for 401(k) w/profit share

    By Dzog, February 24, 2016
    • 2 replies
    • 634 views
    • 
    • Tom Poje
    • February 24, 2016

13. Definition Compensation for HCE

    By justatester, February 22, 2016
    • 5 replies
    • 782 views
    • 
    • justatester
    • February 23, 2016

14. Excess Contributions and the 415 Limit

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

15. Safe Harbor Match with additional Match

    By Alex Daisy, February 19, 2016
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • February 22, 2016

16. Failed ADP TEST - HCE who is due refund is terminated and rollover $$$ over

    By Pammie57, February 17, 2016
    • 1 reply
    • 1.6k views
    • 
    • Lou S.
    • February 17, 2016

17. Safe Harbor Contribution for Owner in Controlled Group

    By MindyFPG, February 16, 2016
    • 1 reply
    • 792 views
    • 
    • bito'money
    • February 17, 2016

18. Non-discrimination (401(a)(4))

    By EBDI, February 16, 2016
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 16, 2016

19. Defferals Deposited to 401k Plan but not withheld from paychecks

    By Yvonne T, February 16, 2016
    • 2 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • February 16, 2016

20. auto enroll opt out

    By pmacduff, February 3, 2016
    • 1 reply
    • 849 views
    • 
    • PainPA
    • February 16, 2016

21. Embezzle to 401(k) plan

    By sla, February 12, 2016
    • 12 replies
    • 1.5k views
    • 
    • BG5150
    • February 15, 2016

22. Prior Year vs. Current Year Testing Method

    By Pension Nerd, February 11, 2016
    • 7 replies
    • 5k views
    • 
    • imchipbrown
    • February 13, 2016

23. Deferred Compensation

    By austin3515, February 11, 2016
    • 16 replies
    • 1.6k views
    • 
    • jpod
    • February 12, 2016

24. Prior testing and first year match

    By Jim Chad, February 9, 2016
    • 1 reply
    • 492 views
    • 
    • Tom Poje
    • February 9, 2016

25. counted for ADP test or not

    By thepensionmaven, February 8, 2016
    • 2 replies
    • 666 views
    • 
    • Tom Poje
    • February 9, 2016

26. Forfeitures Not Used for SH... BUT

    By austin3515, February 2, 2016
    • 8 replies
    • 1.3k views
    • 
    • AdKu
    • February 8, 2016

27. Plan investments

    By Chippy, February 5, 2016
    • 2 replies
    • 691 views
    • 
    • Peter Gulia
    • February 5, 2016

28. 401k Plans and The Patriot Act

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

29. ADP Testing for New Plan who uses prior year testing....

    By Pammie57, February 3, 2016
    • 5 replies
    • 940 views
    • 
    • BG5150
    • February 4, 2016

30. Ilene Ferenczy's Article in BL Newsletter

    By austin3515, February 4, 2016
    • 1 reply
    • 687 views
    • 
    • austin3515
    • February 4, 2016

31. 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

32. Is trustee required to report interest on 1098 form?

    By Guest Phil L, January 12, 2000
    • 4 replies
    • 3k views
    • 
    • NNichols
    • February 3, 2016

33. Excess Deferral and Allocable Loss

    By CO Bank, February 2, 2016   

    • 401
    • 457b
    • (and 1 more)

      Tagged with:

      • 401
      • 457b
      • Excess Deferral
    • 5 replies
    • 1.7k views
    • 
    • CO Bank
    • February 2, 2016

34. Early deposits of employee deferrals

    By DLavigne, February 2, 2016
    • 2 replies
    • 792 views
    • 
    • Doghouse
    • February 2, 2016

35. Safe Harbor Match

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

36. QACA Compensation

    By PLAN MAN, February 2, 2016   

    • qaca
    • 414s
    • 0 replies
    • 989 views
    • 
    • PLAN MAN
    • February 2, 2016

37. HCE determination

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

38. FT Williams Users

    By coleboy, February 1, 2016
    • 0 replies
    • 618 views
    • 
    • coleboy
    • February 1, 2016

39. Ineligible 401k - Deferred Compensation

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

40. Safe Harbor 401(k) & top heavy

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

41. IRS Article on What Went Wrong With Retirement Plans

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

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

    By cpc0506, January 26, 2016
    • 9 replies
    • 2.9k views
    • 
    • Bird
    • January 28, 2016

43. excess match and acp correction

    By Lori H, March 27, 2008
    • 13 replies
    • 11k views
    • 
    • TPApril
    • January 26, 2016

44. Calculating earnings

    By ratherbereading, January 26, 2016   

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

45. 401(k) Loan Repayments Via Check

    By Comp Ben HRIS, January 25, 2016
    • 3 replies
    • 3.2k views
    • 
    • Bird
    • January 26, 2016

46. Missed Deferrals - Correction Method

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

47. 1099 R for Participant with Roth and non-Roth monies

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

48. Post Severance comp for Allocations

    By austin3515, January 25, 2016
    • 1 reply
    • 2k views
    • 
    • austin3515
    • January 25, 2016

49. Refund of Contributions EE Request

    By jennc1019, January 20, 2016   

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

50. can a person with power of attorney change a beneficiary designation

    By Guest tcaldwell, December 3, 2003
    • 22 replies
    • 33.8k views
    • 
    • jpod
    • January 22, 2016