401(k) Plans

19,275 topics in this forum

1. investing in rental property

   By randagulp, August 16, 2015   

   • self-directed
   • 401(k)
   • (and 2 more)

     Tagged with:

     • self-directed
     • 401(k)
     • rental property
     • investment
   • 3 replies
   • 1.6k views
   • 
   • My 2 cents
   • August 17, 2015

2. Partnership Deferrals with Per Pay Match

   By kevind2010, August 14, 2015
   • 2 replies
   • 1.1k views
   • 
   • austin3515
   • August 15, 2015

3. Can Roth Rollover be allowed in the plan that doesn't allow Roth Contributions?

   By Vlad401k, August 14, 2015
   • 5 replies
   • 1.9k views
   • 
   • Lou S.
   • August 14, 2015

4. Retroactive Amendment

   By Vlad401k, August 13, 2015
   • 2 replies
   • 1.1k views
   • 
   • Vlad401k
   • August 14, 2015

5. Mutual Insurance Companies

   By austin3515, August 13, 2015
   • 3 replies
   • 659 views
   • 
   • jpod
   • August 13, 2015

6. Error in Administrating Loan Rate

   By KCoursey, August 11, 2015
   • 6 replies
   • 1.3k views
   • 
   • Briandfox
   • August 12, 2015

7. Obligation to vet rollover recipient

   By austin3515, August 11, 2015
   • 8 replies
   • 1.3k views
   • 
   • Peter Gulia
   • August 12, 2015

8. Board of Resolution Language for Asset Purchase

   By Vlad401k, August 11, 2015
   • 3 replies
   • 1k views
   • 
   • austin3515
   • August 12, 2015

9. Controlled Group - different PYE

   By pholosofizer, August 11, 2015
   • 5 replies
   • 817 views
   • 
   • Mike Preston
   • August 11, 2015

10. Spinoff a mid-year amendment to safe harbor 401(k) plan?

    By Doghouse, August 10, 2015
    • 4 replies
    • 2.5k views
    • 
    • Kevin C
    • August 11, 2015

11. Return of ADP Refunds

    By bzorc, August 7, 2015
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • August 10, 2015

12. Bonus rewards program

    By Chippy, August 7, 2015
    • 4 replies
    • 840 views
    • 
    • BG5150
    • August 9, 2015

13. Effective Date of Rev. Proc. 2015-28

    By Floridaattorney, August 6, 2015
    • 0 replies
    • 1k views
    • 
    • Floridaattorney
    • August 6, 2015

14. quarterly participant statements and reporting

    By Pammie57, August 6, 2015
    • 2 replies
    • 1.2k views
    • 
    • 401king
    • August 6, 2015

15. Roth rollover to 401(k) Plan

    By Jim Chad, August 5, 2015
    • 1 reply
    • 750 views
    • 
    • Lou S.
    • August 5, 2015

16. Match different for 2 parts of the year

    By Jim Chad, July 31, 2015
    • 8 replies
    • 1.1k views
    • 
    • Jim Chad
    • August 5, 2015

17. Leave of absence and 2nd loan

    By 30Rock, August 4, 2015
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • August 5, 2015

18. Owner post retirement age loan and withdrawal

    By RayJJohnsonJr, August 4, 2015
    • 10 replies
    • 1.2k views
    • 
    • RayJJohnsonJr
    • August 5, 2015

19. Phony employees (family members) = phony contributions & tax fraud

    By TPApril, July 28, 2015
    • 21 replies
    • 3.3k views
    • 
    • TPApril
    • August 4, 2015

20. ERISA Exposure for Issuing Beneficiary Form?

    By pog, August 3, 2015
    • 11 replies
    • 2.3k views
    • 
    • ESOP Guy
    • August 4, 2015

21. How often does an automatic-contribution arrangement specify Roth contributions?

    By Peter Gulia, August 1, 2015   

    • automatic contribution; Roth
    • 4 replies
    • 937 views
    • 
    • Tom Poje
    • August 4, 2015

22. Safe Habor 401k & Top Heavy Exemption

    By B21, August 3, 2015
    • 0 replies
    • 1.1k views
    • 
    • B21
    • August 3, 2015

23. First plan year - ADP testing compensation

    By shERPA, August 3, 2015
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • August 3, 2015

24. incorrectly calculated match

    By K2retire, July 31, 2015
    • 3 replies
    • 835 views
    • 
    • Mike Preston
    • August 1, 2015

25. Cashing Out Stock Options (Rather than Exercising) and 415 Compensation Definition

    By 401 Chaos, July 31, 2015
    • 4 replies
    • 1.6k views
    • 
    • KED
    • July 31, 2015

26. Hardship for Education

    By 52626, July 31, 2015
    • 1 reply
    • 1.1k views
    • 
    • WCC
    • July 31, 2015

27. controlled group?

    By pmacduff, July 31, 2015
    • 5 replies
    • 1k views
    • 
    • Mike Preston
    • July 31, 2015

28. Timing of Transactions in under a 401(k) Plan

    By NYERPA, July 31, 2015   

    • 401(k)
    • trade
    • (and 2 more)

      Tagged with:

      • 401(k)
      • trade
      • investment
      • timing
    • 2 replies
    • 1.2k views
    • 
    • 401king
    • July 31, 2015

29. 501(c)(3)

    By Safeharbor29, July 31, 2015
    • 2 replies
    • 937 views
    • 
    • mbozek
    • July 31, 2015

30. Negative K-1 Income

    By austin3515, July 31, 2015
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • July 31, 2015

31. Missed Deferrals - Earnings Calculation

    By Vlad401k, July 29, 2015
    • 3 replies
    • 4.8k views
    • 
    • BG5150
    • July 31, 2015

32. Catch-ups over 100% of pay

    By austin3515, July 30, 2015
    • 2 replies
    • 697 views
    • 
    • mphs77
    • July 30, 2015

33. Pros/Cons of being named employer on 401k

    By Safeharbor29, July 30, 2015
    • 3 replies
    • 857 views
    • 
    • jpod
    • July 30, 2015

34. RMD Recipient Will Not Respond to RMD Notices

    By CAR, July 27, 2015
    • 11 replies
    • 2.6k views
    • 
    • mbozek
    • July 29, 2015

35. Recharacterizing Deferrals as Catch Up to Pass 401(a)4

    By Vlad401k, July 29, 2015
    • 3 replies
    • 915 views
    • 
    • Vlad401k
    • July 29, 2015

36. Form 5500-SF and Schedule A & D

    By Pammie57, July 28, 2015
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • July 28, 2015

37. Safe Harbor mid-year amendment

    By RLR, July 20, 2015
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • July 28, 2015

38. Corrective amendment for in-service distribution

    By cpc0506, July 21, 2015
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • July 28, 2015

39. 401(a)(4) Testing

    By jpokusa, July 27, 2015   

    • 401(a)(4)
    • New Comp
    • (and 1 more)

      Tagged with:

      • 401(a)(4)
      • New Comp
      • Eligibility
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • July 28, 2015

40. Reducing a Safe Harbor Nonelective mid year

    By cbendertpa23, July 24, 2015   

    • Safe Harbor
    • reduce
    • (and 3 more)

      Tagged with:

      • Safe Harbor
      • reduce
      • non-elective
      • 3%
      • mid-year
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • July 25, 2015

41. 415 and 401(a)17 limits - Terminated (short year) Plan

    By Vlad401k, July 24, 2015
    • 1 reply
    • 1.3k views
    • 
    • K2retire
    • July 24, 2015

42. Amend type of profit share contribution mid year

    By EBDI, July 21, 2015
    • 17 replies
    • 4.5k views
    • 
    • Mike Preston
    • July 24, 2015

43. Sponsor Company Owned by Family Trusts - Top Heavy?

    By LangLangTPA, July 22, 2015   

    • Top Heavy
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • July 24, 2015

44. Loan Default

    By ratherbereading, July 21, 2015
    • 2 replies
    • 869 views
    • 
    • austin3515
    • July 22, 2015

45. New plan, former HCE now under 500 hours, is he in?

    By JWRB, July 22, 2015
    • 1 reply
    • 785 views
    • 
    • Tom Poje
    • July 22, 2015

46. SH401k w bifurcated elig

    By cheersmate, July 7, 2015   

    • Safe Harbor
    • Gateway
    • (and 2 more)

      Tagged with:

      • Safe Harbor
      • Gateway
      • Top Heavy
      • bifurcated eligibility
    • 5 replies
    • 2.5k views
    • 
    • SoCalActuary
    • July 22, 2015

47. Correction of employee erroneously excluded for 2015

    By Carol V. Calhoun, July 21, 2015   

    • Rev. Proc. 2015-28
    • 0 replies
    • 1.3k views
    • 
    • Carol V. Calhoun
    • July 21, 2015

48. Negative Contributions

    By Safeharbor29, July 21, 2015
    • 4 replies
    • 4.2k views
    • 
    • QDROphile
    • July 21, 2015

49. Deferring on Commissions

    By ratherbereading, July 20, 2015   

    • 401k
    • commissions
    • (and 1 more)

      Tagged with:

      • 401k
      • commissions
      • deferrals
    • 7 replies
    • 3.7k views
    • 
    • rcline46
    • July 21, 2015

50. Discretionary Match

    By Young Curmudgeon, July 17, 2015
    • 2 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • July 20, 2015