401(k) Plans

19,410 topics in this forum

1. compensation conundrum

   By K2retire, April 5, 2016
   • 6 replies
   • 1.7k views
   • 
   • K2retire
   • April 6, 2016

2. Inherited IRA

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

3. Safe Harbor Match including Roth deferrals

   By thepensionmaven, April 1, 2016
   • 2 replies
   • 2.3k views
   • 
   • Tom Poje
   • April 1, 2016

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

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

5. Owners over 70 1/2

   By CJS07, March 31, 2016   

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

6. Loans from Roth 401k

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

7. Coverage Failure

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

8. Client Retention Rates / Attrition

   By buecker, March 29, 2016   

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

9. Schedule C, last year's ee cost

   By Bri, March 28, 2016   

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

10. Employee contributions to HSA, NOT through 125 plan

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

11. Owner Contributing to SEP

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

12. 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
    • 821 views
    • 
    • My 2 cents
    • March 24, 2016

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

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

14. sole proprietor - 1099 income

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

15. missed deferrals, or opportunistic employee

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

16. 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

17. Meeting a safe harbor using several plans

    By Peter Gulia, March 23, 2016   

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

18. ER Contrib missed tax deadline

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

19. SS# Detector

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

20. Partnerships- Limitations Years

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

21. Roth Conversion Timing

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

22. No more determination letters...

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

23. When does distribution occur?

    By DLavigne, March 17, 2016
    • 4 replies
    • 1.8k views
    • 
    • Peter Gulia
    • March 21, 2016

24. Bad Asset - Correction

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

25. top heavy - ownership

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

26. Back-sweep of Participants who are contributing

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

27. ADP Refunds

    By 401_noob, March 11, 2016   

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

28. 40k to MEP

    By Earl, March 15, 2016
    • 7 replies
    • 1.4k views
    • 
    • Earl
    • March 16, 2016

29. What is a Reasonable Business Classification?

    By austin3515, March 14, 2016
    • 24 replies
    • 3.2k views
    • 
    • DMcGovern
    • March 16, 2016

30. Forfeiture release date issue

    By cpc0506, April 3, 2010
    • 9 replies
    • 2.1k views
    • 
    • Mike Preston
    • March 15, 2016

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

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

32. Reference Book? IRC?

    By justanotheradmin, March 14, 2016
    • 7 replies
    • 1k views
    • 
    • justanotheradmin
    • March 15, 2016

33. 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

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

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

35. DOL guidance re recordkeeper searches

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

36. Switching Safe Harbor Types Under New Rules

    By PensionPro, March 7, 2016
    • 10 replies
    • 2.5k views
    • 
    • PensionPro
    • March 14, 2016

37. K-1 Compensation

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

38. Due on Sale clause

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

39. Forfeiture of Matching Contributions Due to Failed ADP Test

    By Guest Lentils, November 11, 2014
    • 7 replies
    • 6.9k views
    • 
    • Tom Poje
    • March 14, 2016

40. leased employees vs. 6-month eligibility

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

41. Precious metals

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

42. Form 990 T

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

43. Mid-year change creates multiple employer plan

    By Guest Pennysaver, July 28, 2012
    • 24 replies
    • 11.6k views
    • 
    • EBECatty
    • March 10, 2016

44. "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

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

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

46. Restrictions on After-tax contributions that are matched

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

47. Processing Excess Contributions

    By Below Ground, March 8, 2016   

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

48. Otherwise Excludable HCEs on ADP Test

    By ratherbereading, March 8, 2016   

    • ADP test
    • Excludable employees
    • (and 1 more)

      Tagged with:

      • ADP test
      • Excludable employees
      • Excludable HCEs
    • 2 replies
    • 3.7k views
    • 
    • Tom Poje
    • March 8, 2016

49. Hybrid Safe Harbor design?

    By MPLSLAW, March 7, 2016   

    • Safe harbor plans
    • 7 replies
    • 1.5k views
    • 
    • austin3515
    • March 7, 2016

50. Top Heavy Required Aggregation Group

    By Dennis Povloski, March 5, 2016
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • March 7, 2016