401(k) Plans

19,490 topics in this forum

1. ADP/ACP Not Corrected within 12 months

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

2. Recogniing Service w/ Prior Employer - Projected HCE

   By austin3515, February 25, 2016
   • 3 replies
   • 1.6k views
   • 
   • Bird
   • February 25, 2016

3. Highly Compensated Employees

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

4. 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
   • 4.9k views
   • 
   • Bird
   • February 24, 2016

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

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

6. Definition Compensation for HCE

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

7. Excess Contributions and the 415 Limit

   By msmith, January 20, 2016
   • 12 replies
   • 8.4k views
   • 
   • msmith
   • February 22, 2016

8. Safe Harbor Match with additional Match

   By Alex Daisy, February 19, 2016
   • 3 replies
   • 1.3k views
   • 
   • Tom Poje
   • February 22, 2016

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

   By Pammie57, February 17, 2016
   • 1 reply
   • 1.8k views
   • 
   • Lou S.
   • February 17, 2016

10. Safe Harbor Contribution for Owner in Controlled Group

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

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

    By EBDI, February 16, 2016
    • 7 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 16, 2016

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

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

13. auto enroll opt out

    By pmacduff, February 3, 2016
    • 1 reply
    • 1.1k views
    • 
    • PainPA
    • February 16, 2016

14. Embezzle to 401(k) plan

    By sla, February 12, 2016
    • 12 replies
    • 1.9k views
    • 
    • BG5150
    • February 15, 2016

15. Prior Year vs. Current Year Testing Method

    By Pension Nerd, February 11, 2016
    • 7 replies
    • 5.5k views
    • 
    • imchipbrown
    • February 13, 2016

16. Deferred Compensation

    By austin3515, February 11, 2016
    • 16 replies
    • 2.3k views
    • 
    • jpod
    • February 12, 2016

17. Prior testing and first year match

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

18. counted for ADP test or not

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

19. Forfeitures Not Used for SH... BUT

    By austin3515, February 2, 2016
    • 8 replies
    • 1.7k views
    • 
    • AdKu
    • February 8, 2016

20. Plan investments

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

21. 401k Plans and The Patriot Act

    By ratherbereading, January 29, 2016
    • 16 replies
    • 4.5k views
    • 
    • Mike Preston
    • February 4, 2016

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

    By Pammie57, February 3, 2016
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • February 4, 2016

23. Ilene Ferenczy's Article in BL Newsletter

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

24. Mid-year changes to safe-harbor plans

    By Peter Gulia, January 29, 2016   

    • 1.401(k)-3; 1.401(m)-3
    • 12 replies
    • 4.1k views
    • 
    • ERISA newbie
    • February 4, 2016

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

    By Guest Phil L, January 12, 2000
    • 4 replies
    • 3.5k views
    • 
    • NNichols
    • February 3, 2016

26. Excess Deferral and Allocable Loss

    By CO Bank, February 2, 2016   

    • 401
    • 457b
    • (and 1 more)

      Tagged with:

      • 401
      • 457b
      • Excess Deferral
    • 5 replies
    • 1.9k views
    • 
    • CO Bank
    • February 2, 2016

27. Early deposits of employee deferrals

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

28. Safe Harbor Match

    By Sir LB, February 1, 2016
    • 5 replies
    • 2.1k views
    • 
    • BG5150
    • February 2, 2016

29. QACA Compensation

    By PLAN MAN, February 2, 2016   

    • qaca
    • 414s
    • 0 replies
    • 1.2k views
    • 
    • PLAN MAN
    • February 2, 2016

30. HCE determination

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

31. FT Williams Users

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

32. Ineligible 401k - Deferred Compensation

    By austin3515, February 1, 2016
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • February 1, 2016

33. Safe Harbor 401(k) & top heavy

    By R. Butler, January 28, 2016
    • 3 replies
    • 1.3k views
    • 
    • Gadgetfreak
    • January 29, 2016

34. IRS Article on What Went Wrong With Retirement Plans

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

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

    By cpc0506, January 26, 2016
    • 9 replies
    • 3.6k views
    • 
    • Bird
    • January 28, 2016

36. excess match and acp correction

    By Lori H, March 27, 2008
    • 13 replies
    • 11.6k views
    • 
    • TPApril
    • January 26, 2016

37. Calculating earnings

    By ratherbereading, January 26, 2016   

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

38. 401(k) Loan Repayments Via Check

    By Comp Ben HRIS, January 25, 2016
    • 3 replies
    • 4.6k views
    • 
    • Bird
    • January 26, 2016

39. Missed Deferrals - Correction Method

    By Vlad401k, January 22, 2016
    • 2 replies
    • 1.2k views
    • 
    • Comp Ben HRIS
    • January 25, 2016

40. 1099 R for Participant with Roth and non-Roth monies

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

41. Post Severance comp for Allocations

    By austin3515, January 25, 2016
    • 1 reply
    • 2.2k views
    • 
    • austin3515
    • January 25, 2016

42. Refund of Contributions EE Request

    By jennc1019, January 20, 2016   

    • 401k
    • Refund
    • 4 replies
    • 1.7k views
    • 
    • GBurns
    • January 22, 2016

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

    By Guest tcaldwell, December 3, 2003
    • 22 replies
    • 37.1k views
    • 
    • jpod
    • January 22, 2016

44. Solo plan to invest rollover in Real Estate

    By Jim Chad, December 18, 2015
    • 8 replies
    • 1.2k views
    • 
    • Belgarath
    • January 21, 2016

45. Determination Letter Application

    By kcav2006, January 21, 2016
    • 1 reply
    • 783 views
    • 
    • spicerfam
    • January 21, 2016

46. Initial Eligibility Period Anniversary to Plan Year - Help on the entry date?

    By HarleyBabe, January 21, 2016
    • 13 replies
    • 2.9k views
    • 
    • Bill Presson
    • January 21, 2016

47. Solo 401(k) question

    By cbendertpa23, January 15, 2016   

    • solo
    • individual
    • (and 3 more)

      Tagged with:

      • solo
      • individual
      • 401k
      • children
      • owner
    • 7 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • January 21, 2016

48. Loan Question

    By Deaconmomma, January 19, 2016
    • 6 replies
    • 1.8k views
    • 
    • BG5150
    • January 20, 2016

49. BRF - Match Formula

    By Gilmore, January 19, 2016
    • 8 replies
    • 2.7k views
    • 
    • Gilmore
    • January 20, 2016

50. Auto Enroll Feature with Financial Institution Where They Track Hours and Determine Elig. But Not Bundled Plan

    By HarleyBabe, January 18, 2016
    • 2 replies
    • 846 views
    • 
    • HarleyBabe
    • January 19, 2016