401(k) Plans

19,275 topics in this forum

1. hardship for foreclosure

   By Rai401k, March 31, 2015
   • 2 replies
   • 1.5k views
   • 
   • austin3515
   • April 3, 2015

2. 402(g) Exceeded - Effect on Testing

   By Vlad401k, March 31, 2015
   • 2 replies
   • 1.2k views
   • 
   • Tom Poje
   • March 31, 2015

3. Adjusted Vesting Calculation

   By Jegan, March 31, 2015
   • 2 replies
   • 1.9k views
   • 
   • Jegan
   • March 31, 2015

4. Deferral/Catch Up and Compensation Limit

   By LMOC, March 31, 2015
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • March 31, 2015

5. Determining Highly Compensated Employee

   By Stash026, March 31, 2015
   • 2 replies
   • 1.6k views
   • 
   • My 2 cents
   • March 31, 2015

6. Fees Charged by IRA during Automatic IRA Forfceout

   By austin3515, March 30, 2015
   • 18 replies
   • 1.8k views
   • 
   • austin3515
   • June 14, 2015

7. Plan Sponsor Amendment after stock purchase of thte Plan

   By LMOC, March 30, 2015
   • 2 replies
   • 824 views
   • 
   • LMOC
   • March 30, 2015

8. Looking for advice... small s-corp 401k challenges

   By kckid, March 30, 2015
   • 17 replies
   • 2.1k views
   • 
   • kckid
   • March 31, 2015

9. DEFAULTED LOAN

   By ratherbereading, March 27, 2015
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • March 27, 2015

10. ADP Refunds in Short Plan Year

    By Gilmore, March 27, 2015
    • 4 replies
    • 1.4k views
    • 
    • Gilmore
    • March 27, 2015

11. Matching 0% of first 5, then dollar for dollar

    By austin3515, March 27, 2015
    • 6 replies
    • 1.3k views
    • 
    • Kevin C
    • March 27, 2015

12. Plan with no last day of plan year elected

    By Craig Schiller, March 26, 2015
    • 30 replies
    • 4.2k views
    • 
    • austin3515
    • April 22, 2015

13. Safe Harbor 3% funded each payroll

    By Rai401k, March 26, 2015
    • 8 replies
    • 2.8k views
    • 
    • Bird
    • April 15, 2015

14. Amending Safe Harbor

    By MGOAdmin, March 25, 2015   

    • safe habror
    • amending
    • 7 replies
    • 1.3k views
    • 
    • MGOAdmin
    • March 31, 2015

15. 5305-SEP IRA and solo401k

    By jjface, March 25, 2015
    • 13 replies
    • 5k views
    • 
    • Bird
    • March 27, 2015

16. Schedule C Calc - Self Employed

    By austin3515, March 25, 2015
    • 14 replies
    • 2.5k views
    • 
    • austin3515
    • March 25, 2015

17. Deferrals in excess of the 402(g) Limit

    By MarZDoates, March 25, 2015
    • 3 replies
    • 1k views
    • 
    • Tom Poje
    • March 25, 2015

18. New auto enroll set up

    By pmacduff, March 24, 2015
    • 3 replies
    • 1.5k views
    • 
    • K2retire
    • March 25, 2015

19. Safe Harbor Match Formula

    By Nassau, March 24, 2015   

    • Catch up contributions
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • March 24, 2015

20. Deductible Contribution?

    By austin3515, March 24, 2015
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 25, 2015

21. K1 Partner(s) exceed 415 because K1 will report a loss

    By jkharvey, March 24, 2015
    • 15 replies
    • 3.9k views
    • 
    • QDROphile
    • March 24, 2015

22. 3% SHNEC excludes HCE's - 414s testing??

    By austin3515, March 23, 2015
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • March 26, 2015

23. Plan Termination

    By 30Rock, March 20, 2015
    • 6 replies
    • 3.5k views
    • 
    • Lou S.
    • March 20, 2015

24. Aggregating for Coverage, but Diff Testing Methods

    By austin3515, March 19, 2015
    • 3 replies
    • 988 views
    • 
    • Mike Preston
    • March 20, 2015

25. ACP Safe Harbor

    By austin3515, March 19, 2015
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • March 21, 2015

26. 401(k) employee contribution missed for 12/24/2014

    By lbrenneman, March 19, 2015
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • April 3, 2015

27. Service Based Exclusions

    By LANDO, March 18, 2015   

    • eligibility
    • service based exclusions
    • (and 4 more)

      Tagged with:

      • eligibility
      • service based exclusions
      • 410(a)
      • Maximum age and service
      • business classification
      • excluded employees
    • 10 replies
    • 3.6k views
    • 
    • Kevin C
    • March 20, 2015

28. Amending Plan for Automatic Enrollment

    By TPA Bob, March 17, 2015   

    • Automatic Enrollment
    • 1 reply
    • 2k views
    • 
    • Belgarath
    • March 18, 2015

29. Switching from Safe Harbor Non-elective to Safe Harbor Match?

    By Lori H, March 16, 2015
    • 9 replies
    • 1.8k views
    • 
    • Kevin C
    • March 25, 2015

30. Plan Document Excludes Key - Plan Fails

    By Vlad401k, March 13, 2015
    • 7 replies
    • 1.3k views
    • 
    • Kevin C
    • March 16, 2015

31. Controlled Group Transfers

    By Andre3000, March 13, 2015
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • March 18, 2015

32. Gateway and 401(a)(4) in a Control Group situation

    By Alex Daisy, March 12, 2015
    • 6 replies
    • 2.1k views
    • 
    • K2retire
    • March 13, 2015

33. sponsor leaving their PEO

    By WCC, March 12, 2015
    • 4 replies
    • 4.3k views
    • 
    • hr for me
    • March 13, 2015

34. Taking a poll

    By Belgarath, March 12, 2015
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 12, 2015

35. Safe Harbor Plan Amendment

    By perkinsran, March 12, 2015
    • 6 replies
    • 1.3k views
    • 
    • Kevin C
    • March 16, 2015

36. 401k withholding post calendar year end

    By CLE401kGuy, March 12, 2015
    • 10 replies
    • 1.5k views
    • 
    • K2retire
    • March 24, 2015

37. controlled group question

    By K2retire, March 12, 2015
    • 2 replies
    • 836 views
    • 
    • K2retire
    • March 12, 2015

38. Can a Safe Harbor Plan be amended to add Rollovers

    By CharlesLeggette, March 11, 2015
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • March 12, 2015

39. Safe Harbor 3% Maybe

    By 52626, March 11, 2015
    • 1 reply
    • 957 views
    • 
    • Tom Poje
    • March 11, 2015

40. No compensation and 401(a)(4)

    By 30Rock, March 10, 2015
    • 1 reply
    • 922 views
    • 
    • Lou S.
    • March 10, 2015

41. ADP and Residual Compensation

    By Stevo-PDX, March 10, 2015   

    • ADP Test
    • 4 replies
    • 2.9k views
    • 
    • TPApril
    • April 14, 2016

42. Loan from ROTH account of 401k

    By tertue, March 9, 2015   

    • Roth Loan Payments
    • 3 replies
    • 1.4k views
    • 
    • Lou S.
    • March 9, 2015

43. ADP corrective distributions too much

    By DMcGovern, March 9, 2015
    • 1 reply
    • 1.5k views
    • 
    • hr for me
    • March 10, 2015

44. For Testing & Determining HCE - Does Comp Definition include W-2 and 1099 or just W-2?

    By AContreras, March 9, 2015   

    • Determining HCE
    • 10 replies
    • 2.6k views
    • 
    • hr for me
    • March 10, 2015

45. Top-heavy Minimum / Change from Excluded Class

    By austin3515, March 9, 2015
    • 4 replies
    • 2.3k views
    • 
    • austin3515
    • March 10, 2015

46. QDRO outsourcing

    By Peter Gulia, March 7, 2015   

    • QDRO
    • outsourcing
    • (and 3 more)

      Tagged with:

      • QDRO
      • outsourcing
      • fiduciary
      • service provider
      • non-discretionary
    • 14 replies
    • 3.1k views
    • 
    • Peter Gulia
    • March 11, 2015

47. Safe harbor contribution can't be made

    By Bill Presson, March 6, 2015
    • 5 replies
    • 1.7k views
    • 
    • mbozek
    • March 7, 2015

48. Increasing Loan Interest Rate

    By austin3515, March 6, 2015
    • 15 replies
    • 2.7k views
    • 
    • GMK
    • March 9, 2015

49. Rollovers

    By ERISAWiz, March 4, 2015
    • 8 replies
    • 1.4k views
    • 
    • ESOP Guy
    • March 5, 2015

50. Schedule K-1 for 401(k) Plan Participant

    By SycamoreFan, March 4, 2015
    • 15 replies
    • 11.6k views
    • 
    • Peter Gulia
    • April 16, 2015