401(k) Plans

19,499 topics in this forum

1. Counting "treasury stock" re: HCE determination

   By AlbanyConsultant, July 27, 2016
   • 2 replies
   • 1.5k views
   • 
   • Mike Preston
   • July 27, 2016

2. safe harbor match formulas

   By pmacduff, July 27, 2016
   • 2 replies
   • 1.4k views
   • 
   • pmacduff
   • July 27, 2016

3. Correcting deferral percentage

   By Bobp, July 27, 2016
   • 0 replies
   • 917 views
   • 
   • Bobp
   • July 27, 2016

4. Change in Match -- Any issues?

   By Mr Bagwell, July 26, 2016   

   • match
   • 4 replies
   • 1.2k views
   • 
   • Mr Bagwell
   • July 26, 2016

5. Corrected 1099-R

   By austin3515, July 21, 2016
   • 17 replies
   • 3.5k views
   • 
   • austin3515
   • July 22, 2016

6. Roth 401(k) and Hardship Distribution

   By 52626, July 22, 2016
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • July 22, 2016

7. Salary deferrals deposited after close of plan year

   By lp1965, July 21, 2016
   • 7 replies
   • 2k views
   • 
   • Tom Poje
   • July 22, 2016

8. Safe Harbor plan with Discretionary Match that qualifies as a Safe Harbor for ACP Testing

   By msmith, July 21, 2016
   • 5 replies
   • 1.3k views
   • 
   • msmith
   • July 21, 2016

9. Safe Harbor Mid year Amendments

   By 52626, July 21, 2016
   • 1 reply
   • 782 views
   • 
   • Lou S.
   • July 21, 2016

10. Single Participant Plan and Vol Non-Elective Contributions

    By Earl, July 19, 2016
    • 6 replies
    • 991 views
    • 
    • UtahCPA-APA
    • July 21, 2016

11. curious question about catch up

    By K2retire, July 20, 2016
    • 5 replies
    • 972 views
    • 
    • Tom Poje
    • July 21, 2016

12. Incorrect Deferral Percentage Correction

    By heygents, July 19, 2016
    • 7 replies
    • 2.5k views
    • 
    • Belgarath
    • July 20, 2016

13. Multiple Employer Trusts (MET)

    By andi2008, July 8, 2016   

    • MET
    • Multiple Employer Trusts
    • 5 replies
    • 2.1k views
    • 
    • Mike Preston
    • July 19, 2016

14. Profit sharing and catch up

    By ratherbereading, July 19, 2016   

    • Profit sharing
    • Catch up
    • 2 replies
    • 924 views
    • 
    • ratherbereading
    • July 19, 2016

15. Company wants to implement a Safe Harbor NE Contrib of 4% of pay instead of 3%...permissible?

    By CharlesLeggette, July 15, 2016
    • 9 replies
    • 1.5k views
    • 
    • Kevin C
    • July 18, 2016

16. Rollover from non-ERISA 403(b)

    By Susan S., July 18, 2016
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • July 18, 2016

17. E&O insurance

    By gregburst, July 15, 2016   

    • NAPLIA
    • 1 reply
    • 1k views
    • 
    • Doghouse
    • July 15, 2016

18. Election to "Opt Out"

    By jala, July 14, 2016
    • 13 replies
    • 4.8k views
    • 
    • Kevin C
    • July 15, 2016

19. Audit Required in Merged Plan?

    By Dennis Povloski, July 15, 2016
    • 0 replies
    • 1.2k views
    • 
    • Dennis Povloski
    • July 15, 2016

20. DOL Lost interest calculator down?

    By austin3515, July 14, 2016
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • July 14, 2016

21. Deferrals in a two Employer Plan

    By ewatson12, July 13, 2016
    • 5 replies
    • 1k views
    • 
    • ewatson12
    • July 14, 2016

22. Cutoff for receivable

    By Ehill, July 13, 2016
    • 7 replies
    • 6.5k views
    • 
    • hr for me
    • July 14, 2016

23. Effect of amending definition of 415 compensation

    By SST73, July 13, 2016   

    • 415 compensation
    • HCE determination
    • 2 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • July 13, 2016

24. Should I take a loan from my roth 401K plan and invest it?

    By wcrile, July 6, 2016
    • 10 replies
    • 7.2k views
    • 
    • Bill Presson
    • July 11, 2016

25. Correcting Late Contribution Deposits

    By Below Ground, July 8, 2016   

    • PTE 2002-51
    • 0 replies
    • 930 views
    • 
    • Below Ground
    • July 8, 2016

26. ABT with US and PR plan

    By justatester, July 8, 2016
    • 0 replies
    • 689 views
    • 
    • justatester
    • July 8, 2016

27. hardship distributions and spousal consent

    By Beemer, July 8, 2016
    • 0 replies
    • 825 views
    • 
    • Beemer
    • July 8, 2016

28. Controlled Group Different Plan Year

    By pixmax, July 5, 2016   

    • Controlled Group
    • 5 replies
    • 3k views
    • 
    • Tom Poje
    • July 8, 2016

29. First Deferral

    By pam@bbm, July 7, 2016
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • July 8, 2016

30. Solo 401k - multiple partnerships

    By bwurts, July 1, 2016
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • July 7, 2016

31. Custom Plan Document Restatement

    By khn, July 6, 2016
    • 4 replies
    • 1.4k views
    • 
    • khn
    • July 7, 2016

32. Safe harbor nonelective contribution - employee meets eligibility requirements mid year

    By gdlfa, July 6, 2016
    • 1 reply
    • 881 views
    • 
    • Bill Presson
    • July 6, 2016

33. auto enroll and rehire

    By pmacduff, June 30, 2016
    • 4 replies
    • 3.2k views
    • 
    • Mike Preston
    • July 1, 2016

34. QACA for a restaurant group--Exclude tips under comp def?

    By TPAJake, June 30, 2016
    • 2 replies
    • 837 views
    • 
    • TPAJake
    • July 1, 2016

35. 401(k) for a foreign company?

    By gdlfa, June 30, 2016
    • 2 replies
    • 1.2k views
    • 
    • gdlfa
    • June 30, 2016

36. Appointment of Trustee

    By Susan S., June 29, 2016
    • 12 replies
    • 6.1k views
    • 
    • GMK
    • June 30, 2016

37. PArticipants Statements Electronically?

    By austin3515, June 29, 2016
    • 2 replies
    • 917 views
    • 
    • ESOP Guy
    • June 29, 2016

38. Administrative 415 Limit For Catch-ups

    By austin3515, June 28, 2016
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • June 28, 2016

39. incorrect testing

    By K2retire, June 21, 2016
    • 6 replies
    • 1.9k views
    • 
    • Mike Preston
    • June 27, 2016

40. Participants with Small Balances counting as participants

    By CLE401kGuy, June 27, 2016
    • 4 replies
    • 1.1k views
    • 
    • CLE401kGuy
    • June 27, 2016

41. Delinquent Filer Program

    By CLE401kGuy, June 23, 2016
    • 5 replies
    • 1.2k views
    • 
    • Bill Presson
    • June 24, 2016

42. credit service after termination? (strange question)

    By WCC, June 24, 2016
    • 3 replies
    • 1k views
    • 
    • Kevin C
    • June 24, 2016

43. 403(b) and safe harbor 401(k) plan

    By R. Butler, June 22, 2016
    • 2 replies
    • 867 views
    • 
    • R. Butler
    • June 23, 2016

44. QDIA Question - Age Brackets for Default Investment

    By 52626, June 17, 2016
    • 3 replies
    • 1.7k views
    • 
    • Peter Gulia
    • June 21, 2016

45. Permissive Aggregation

    By justatester, June 21, 2016   

    • Safe Harbor and Non-SH
    • 1 reply
    • 2.7k views
    • 
    • Tom Poje
    • June 21, 2016

46. Non-SH(k) adopted 2016 was supposed to be SH(k). Can convert to SH in 2016?

    By Florida1, June 15, 2016   

    • safe harbor
    • convvert
    • (and 1 more)

      Tagged with:

      • safe harbor
      • convvert
      • new plan
    • 8 replies
    • 1.7k views
    • 
    • Tom Poje
    • June 20, 2016

47. 401k Deposit Deadline

    By Gadgetfreak, June 14, 2016
    • 20 replies
    • 5.1k views
    • 
    • ESOP Guy
    • June 15, 2016

48. 5500 COUNT ON FORM 5500

    By ratherbereading, June 15, 2016   

    • Form 5500; participant count
    • 2 replies
    • 3.2k views
    • 
    • Tom Poje
    • June 15, 2016

49. Information about ASPPA certification 2016

    By swam, June 14, 2016   

    • 401k5500
    • 403b
    • (and 2 more)

      Tagged with:

      • 401k5500
      • 403b
      • retirement plans
      • ESPPA
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • June 14, 2016

50. Compensation for Deferrals only and 414(s)

    By Nancy D, June 13, 2016
    • 6 replies
    • 1.6k views
    • 
    • Nancy D
    • June 14, 2016