401(k) Plans

19,451 topics in this forum

1. 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

2. Compensation for Deferrals only and 414(s)

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

3. Top heavy/Safe harbor plan

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

4. Form 5500 Count

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

5. Possible CODA

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

6. conversion to MEP mid year

   By CLE401kGuy, June 9, 2016
   • 1 reply
   • 1.1k views
   • 
   • CLE401kGuy
   • June 9, 2016

7. Controlled Group/Participating Employers

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

8. 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

9. Adding QDIA to Plan

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

10. Safe Harbor plan abruptly terminated

    By K2retire, June 7, 2016
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • June 7, 2016

11. Vesting - Switching from counting hours to elapsed time

    By Mr401k, June 3, 2016
    • 4 replies
    • 4.5k views
    • 
    • david rigby
    • June 6, 2016

12. Doctor Group

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

13. Terminated SH plan--owner owes himself SH

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

14. 8955-SSA email saying bad filing

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

15. How to apply deferral percentage to compensation exceeding 415 limit?

    By SavingsRUS, June 2, 2016   

    • 415
    • 401(k)
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • June 2, 2016

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

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

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

    By AKconsult, June 1, 2016
    • 3 replies
    • 3.7k views
    • 
    • SavingsRUS
    • June 2, 2016

18. Notice to participants for Missed Deferrals

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

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

    By jkharvey, May 27, 2016
    • 17 replies
    • 3.4k views
    • 
    • austin3515
    • June 1, 2016

20. mid year change to safe harbor matc

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

21. Mid Year Changes

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

22. Excluded HCE Defer, Refund Effect

    By The 402"(G)", May 26, 2016
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • May 27, 2016

23. entry date

    By EBDI, May 24, 2016
    • 9 replies
    • 2k views
    • 
    • EBDI
    • May 26, 2016

24. IRS Audit / Ancient Missing Amendments

    By austin3515, May 23, 2016
    • 21 replies
    • 1.8k views
    • 
    • austin3515
    • May 26, 2016

25. interim valuation

    By Jim Chad, May 16, 2016
    • 22 replies
    • 4.3k views
    • 
    • hr for me
    • May 25, 2016

26. Mid year amendment to safe harbor

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

27. 414(s) and preparticipation compensation

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

28. 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

29. one person plans subject to DOL's 7-day deferral deposit rule?

    By Pinefresh, May 24, 2016
    • 2 replies
    • 860 views
    • 
    • rcline46
    • May 25, 2016

30. Inclusion of Ineligible Employees

    By CLE401kGuy, May 24, 2016
    • 2 replies
    • 750 views
    • 
    • CLE401kGuy
    • May 24, 2016

31. 10% Excise Tax on Return of Excess in Puerto Rico Only Plan

    By RRB, May 24, 2016
    • 0 replies
    • 807 views
    • 
    • RRB
    • May 24, 2016

32. Distribution and death

    By cdavis25, May 23, 2016
    • 2 replies
    • 700 views
    • 
    • cdavis25
    • May 24, 2016

33. ADP SHM and Additional Fixed Match Based on Year of Service

    By Hokielady, May 23, 2016
    • 5 replies
    • 1.1k views
    • 
    • GMK
    • May 24, 2016

34. Document says all assets are held at this brokerage firm

    By Jim Chad, May 16, 2016
    • 8 replies
    • 1.1k views
    • 
    • austin3515
    • May 23, 2016

35. Stopping and Starting Deferrals

    By Pammie57, May 23, 2016
    • 2 replies
    • 1k views
    • 
    • hr for me
    • May 23, 2016

36. UBTI and a 990T

    By KTB, May 18, 2016
    • 1 reply
    • 841 views
    • 
    • My 2 cents
    • May 23, 2016

37. Petition to invade 401k

    By PTR2234, May 3, 2016
    • 16 replies
    • 3.1k views
    • 
    • My 2 cents
    • May 23, 2016

38. Owner of safe harbor plan underdeposited own 401(k)

    By TPApril, May 17, 2016   

    • 401(k) correction
    • 3 replies
    • 951 views
    • 
    • Bird
    • May 17, 2016

39. Death Benefit - Distribution Options to Beneficiaries

    By CLE401kGuy, May 16, 2016   

    • Death Benefit
    • 2 replies
    • 2.5k views
    • 
    • Bird
    • May 17, 2016

40. Hardship withdrawal

    By simba, May 16, 2016   

    • 401k hardship
    • 7 replies
    • 2.2k views
    • 
    • simba
    • May 17, 2016

41. Can the plan administrator withhold distribution from a terminated participant until his severance payments end?

    By erisa parrot, May 14, 2016
    • 6 replies
    • 2.2k views
    • 
    • EBECatty
    • May 17, 2016

42. Required Minimum Distribution Roth Money

    By Deaconmomma, May 16, 2016
    • 3 replies
    • 677 views
    • 
    • Tom Poje
    • May 16, 2016

43. Fund Changes and Participant notification

    By 52626, May 16, 2016
    • 1 reply
    • 2.1k views
    • 
    • Lou S.
    • May 16, 2016

44. Pro-rating comp in a short plan year

    By Craig Schiller, May 10, 2016   

    • drowning in my own sweat
    • 6 replies
    • 2.2k views
    • 
    • Tom Poje
    • May 16, 2016

45. Submission Deadline May 1, 2016 or April 30, 2016

    By Briandfox, April 22, 2016
    • 5 replies
    • 1.2k views
    • 
    • thepensionmaven
    • May 14, 2016

46. Adding a 401k (with safe harbor) mid year

    By Belgarath, May 12, 2016
    • 6 replies
    • 2.2k views
    • 
    • chc93
    • May 14, 2016

47. Failing 414(s) in SH Plan

    By BG5150, May 12, 2016
    • 5 replies
    • 2.2k views
    • 
    • Mike Preston
    • May 13, 2016

48. Roth deductions

    By 52626, May 13, 2016
    • 3 replies
    • 1.5k views
    • 
    • hr for me
    • May 13, 2016

49. Roth IRA Rollover back into 401(k)

    By mlp0816, May 12, 2016   

    • Roth
    • 8 replies
    • 1.6k views
    • 
    • mlp0816
    • May 12, 2016

50. Safe Harbor Calculation on K-1 earnings

    By Deaconmomma, May 11, 2016
    • 5 replies
    • 2.9k views
    • 
    • BG5150
    • May 11, 2016