401(k) Plans

19,517 topics in this forum

1. Stopping and Starting Deferrals

   By Pammie57, May 23, 2016
   • 2 replies
   • 1.1k views
   • 
   • hr for me
   • May 23, 2016

2. UBTI and a 990T

   By KTB, May 18, 2016
   • 1 reply
   • 1.1k views
   • 
   • My 2 cents
   • May 23, 2016

3. Petition to invade 401k

   By PTR2234, May 3, 2016
   • 16 replies
   • 3.6k views
   • 
   • My 2 cents
   • May 23, 2016

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

   By TPApril, May 17, 2016   

   • 401(k) correction
   • 3 replies
   • 1.2k views
   • 
   • Bird
   • May 17, 2016

5. Death Benefit - Distribution Options to Beneficiaries

   By CLE401kGuy, May 16, 2016   

   • Death Benefit
   • 2 replies
   • 3k views
   • 
   • Bird
   • May 17, 2016

6. Hardship withdrawal

   By simba, May 16, 2016   

   • 401k hardship
   • 7 replies
   • 2.5k views
   • 
   • simba
   • May 17, 2016

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

   By erisa parrot, May 14, 2016
   • 6 replies
   • 2.4k views
   • 
   • EBECatty
   • May 17, 2016

8. Required Minimum Distribution Roth Money

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

9. Fund Changes and Participant notification

   By 52626, May 16, 2016
   • 1 reply
   • 2.2k views
   • 
   • Lou S.
   • May 16, 2016

10. Pro-rating comp in a short plan year

    By Craig Schiller, May 10, 2016   

    • drowning in my own sweat
    • 6 replies
    • 2.6k views
    • 
    • Tom Poje
    • May 16, 2016

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

    By Briandfox, April 22, 2016
    • 5 replies
    • 1.4k views
    • 
    • thepensionmaven
    • May 14, 2016

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

    By Belgarath, May 12, 2016
    • 6 replies
    • 2.6k views
    • 
    • chc93
    • May 14, 2016

13. Failing 414(s) in SH Plan

    By BG5150, May 12, 2016
    • 5 replies
    • 2.5k views
    • 
    • Mike Preston
    • May 13, 2016

14. Roth deductions

    By 52626, May 13, 2016
    • 3 replies
    • 1.8k views
    • 
    • hr for me
    • May 13, 2016

15. Roth IRA Rollover back into 401(k)

    By mlp0816, May 12, 2016   

    • Roth
    • 8 replies
    • 1.9k views
    • 
    • mlp0816
    • May 12, 2016

16. Safe Harbor Calculation on K-1 earnings

    By Deaconmomma, May 11, 2016
    • 5 replies
    • 3.2k views
    • 
    • BG5150
    • May 11, 2016

17. Last Day of Plan Year - Matching Contribution

    By abernat, May 11, 2016
    • 6 replies
    • 1.6k views
    • 
    • My 2 cents
    • May 11, 2016

18. ACP Prior Year Test Failure

    By pam@bbm, May 9, 2016
    • 4 replies
    • 1.7k views
    • 
    • BG5150
    • May 10, 2016

19. Controlled Group Question

    By Guest Williamj1, February 4, 2014   

    • Controlled Group
    • 10 replies
    • 2.4k views
    • 
    • Belgarath
    • May 10, 2016

20. name of plan "401K"

    By thepensionmaven, May 7, 2016
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • May 9, 2016

21. SH Plan Design using both Non-Elective & Match

    By RAPD, May 5, 2016   

    • 401k
    • Safe Harbor
    • (and 1 more)

      Tagged with:

      • 401k
      • Safe Harbor
      • Plan Design
    • 11 replies
    • 2.5k views
    • 
    • Tom Poje
    • May 6, 2016

22. Waiving Eligibility Temporarily

    By BLM, May 4, 2016
    • 5 replies
    • 3.2k views
    • 
    • david rigby
    • May 4, 2016

23. IDP owner only plan missed prior restatement, no DL

    By TPApril, April 26, 2016
    • 4 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • May 4, 2016

24. Safe Harbor Plan and Excluded Compensation

    By John Feldt ERPA CPC QPA, May 3, 2016   

    • tips
    • bonus
    • (and 3 more)

      Tagged with:

      • tips
      • bonus
      • overtime
      • excluded compensation
      • safe harbor
    • 1 reply
    • 1.5k views
    • 
    • buckaroo
    • May 3, 2016

25. changing frequency of Safe Harbor Match

    By 52626, May 3, 2016
    • 1 reply
    • 1.2k views
    • 
    • Griswold
    • May 3, 2016

26. controlled group ADP testing

    By K2retire, April 29, 2016
    • 9 replies
    • 1.5k views
    • 
    • BG5150
    • May 3, 2016

27. 401(k) Safe Harbor and Union Employees

    By Gilmore, May 2, 2016
    • 2 replies
    • 2.5k views
    • 
    • Lou S.
    • May 2, 2016

28. W2 Box 12, Code W

    By Dennis Povloski, April 29, 2016
    • 4 replies
    • 9.3k views
    • 
    • spiritrider
    • May 1, 2016

29. Boss sold practice in 8/15. Termination letter of 401k 4/16

    By daniellerdh05, April 29, 2016   

    • Shady 401K by employer
    • 18 replies
    • 4k views
    • 
    • Lou S.
    • April 29, 2016

30. Open Enrollment / Special Enrollment

    By BLM, April 29, 2016
    • 6 replies
    • 4.3k views
    • 
    • GMK
    • April 29, 2016

31. Partner receiving K-1 income and guaranteed W2 then how to calculate plan compensation

    By swam, April 29, 2016   

    • k1
    • partner comp
    • (and 1 more)

      Tagged with:

      • k1
      • partner comp
      • w2
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • April 29, 2016

32. Participating Employer Terminating Participation in Multiple Employer Plan - Merger

    By spartytax, April 28, 2016   

    • Multiple Employer Plan
    • Plan Termination
    • (and 1 more)

      Tagged with:

      • Multiple Employer Plan
      • Plan Termination
      • Successor Plan Rule
    • 1 reply
    • 3.3k views
    • 
    • My 2 cents
    • April 28, 2016

33. multiple employer plan

    By Guest George Chimento, March 22, 2007
    • 3 replies
    • 3.3k views
    • 
    • spartytax
    • April 28, 2016

34. QACA Match

    By S- Milwaukee, April 28, 2016
    • 2 replies
    • 1.4k views
    • 
    • S- Milwaukee
    • April 28, 2016

35. 242b and RMD's

    By CLE401kGuy, April 25, 2016
    • 2 replies
    • 1.7k views
    • 
    • GMK
    • April 27, 2016

36. 242(b) RMD

    By MGOAdmin, April 27, 2016   

    • 242
    • RMD
    • 3 replies
    • 2.1k views
    • 
    • masteff
    • April 27, 2016

37. 401k loan - deemed distribution

    By 52626, April 27, 2016
    • 3 replies
    • 1.9k views
    • 
    • hr for me
    • April 27, 2016

38. Restatement when Plan Sponser MIA

    By Zorro1k, April 27, 2016   

    • restatement
    • 5 replies
    • 1.6k views
    • 
    • Zorro1k
    • April 27, 2016

39. Late deposits & VFCP

    By Flyboyjohn, April 26, 2016
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • April 27, 2016

40. What type of EIN to get for Solo 401K?

    By GregJ, April 26, 2016
    • 1 reply
    • 2.3k views
    • 
    • Bird
    • April 26, 2016

41. PPA Restatement effective date

    By TPApril, April 22, 2016
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • April 22, 2016

42. Brokerage Accounts and UBTI Tax

    By 52626, April 19, 2016
    • 1 reply
    • 1.5k views
    • 
    • ESOP Guy
    • April 19, 2016

43. Exclude HCE from 401(k) plan w/out provision?

    By TPApril, April 15, 2016
    • 10 replies
    • 3k views
    • 
    • TPApril
    • April 18, 2016

44. Forfeiture Reallocation

    By bevfair, April 15, 2016
    • 4 replies
    • 2.4k views
    • 
    • buckaroo
    • April 18, 2016

45. Plan Document Statements

    By Stash026, April 15, 2016
    • 2 replies
    • 1.1k views
    • 
    • Griswold
    • April 15, 2016

46. Loans and Bankrupcy

    By 52626, April 14, 2016
    • 2 replies
    • 1.1k views
    • 
    • Lou S.
    • April 14, 2016

47. Participant Loan / VCP Filing

    By austin3515, April 13, 2016
    • 3 replies
    • 1.4k views
    • 
    • Belgarath
    • April 14, 2016

48. 401k pays out last participant - still a plan?

    By AlbanyConsultant, April 12, 2016
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • April 14, 2016

49. 402(g) Deadline

    By buckaroo, April 13, 2016
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • April 14, 2016

50. ADP and Residual Compensation

    By Stevo-PDX, March 10, 2015   

    • ADP Test
    • 4 replies
    • 3.5k views
    • 
    • TPApril
    • April 14, 2016