401(k) Plans

19,534 topics in this forum

1. Rate of Match Test fails

   By Earl, November 10, 2015
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • November 10, 2015

2. Participant Notice Solution (Preparation & Fulfillment)???

   By LANDO, November 10, 2015   

   • participant notices
   • notices
   • (and 4 more)

     Tagged with:

     • participant notices
     • notices
     • fee disclosure notices
     • safe harbor notices
     • combined notices
     • deliver solutions
   • 0 replies
   • 1.1k views
   • 
   • LANDO
   • November 10, 2015

3. Equal Investment Opportunities

   By Stash026, November 9, 2015
   • 1 reply
   • 1.2k views
   • 
   • ESOP Guy
   • November 9, 2015

4. Excluding CU's from ACP Safe Harbor Match

   By austin3515, November 6, 2015
   • 2 replies
   • 2k views
   • 
   • austin3515
   • November 8, 2015

5. Involuntary transfers between 2 employer plans?

   By AndrewZ, November 6, 2015
   • 0 replies
   • 1.2k views
   • 
   • AndrewZ
   • November 6, 2015

6. UBTI in a 401k plan

   By alcat649, November 6, 2015   

   • UBTI 401k 990-T
   • 0 replies
   • 1.4k views
   • 
   • alcat649
   • November 6, 2015

7. participant enrollment

   By pmacduff, November 5, 2015
   • 1 reply
   • 1.2k views
   • 
   • four01kman
   • November 5, 2015

8. two beneficiary forms for one participant

   By Pixie, November 4, 2015
   • 6 replies
   • 1.3k views
   • 
   • Bird
   • November 5, 2015

9. Forfeitures

   By ac, November 4, 2015
   • 3 replies
   • 1.4k views
   • 
   • Belgarath
   • November 5, 2015

10. Safe Harbor Only Plan and Union Folks - Top Heavy Issue

    By HarleyBabe, October 13, 2015
    • 2 replies
    • 1.4k views
    • 
    • HarleyBabe
    • November 4, 2015

11. K-1 Compensation Question

    By austin3515, November 3, 2015
    • 2 replies
    • 1.8k views
    • 
    • austin3515
    • November 3, 2015

12. EACA Covered Employees / Uniformity Requirement

    By Gruegen, November 3, 2015
    • 0 replies
    • 1.7k views
    • 
    • Gruegen
    • November 3, 2015

13. prior year testing ADP

    By pmacduff, November 3, 2015
    • 2 replies
    • 1.1k views
    • 
    • pmacduff
    • November 3, 2015

14. Year End Notices and Required Disclosures

    By Pammie57, November 2, 2015
    • 2 replies
    • 1.3k views
    • 
    • Pammie57
    • November 3, 2015

15. Another Control Group Question

    By coleboy, November 2, 2015
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • November 3, 2015

16. Terminate Safe Harbor 401(k) mid year

    By Dougsbpc, November 1, 2015
    • 4 replies
    • 3.6k views
    • 
    • Lou S.
    • November 2, 2015

17. Source Excluded From Loan

    By Stash026, October 29, 2015
    • 2 replies
    • 917 views
    • 
    • Bird
    • October 29, 2015

18. Missed match

    By Pension RC, October 29, 2015
    • 1 reply
    • 1k views
    • 
    • Bill Presson
    • October 29, 2015

19. Solo 401(k) did not file 5500 EZ - Has anyone tried a letter, lately?

    By Jim Chad, October 28, 2015
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • October 28, 2015

20. ASPPA Q&A Question 2014 - Anyone hear the discussion?

    By austin3515, October 19, 2015
    • 8 replies
    • 1.6k views
    • 
    • austin3515
    • October 27, 2015

21. Safe Harbor Question

    By Stash026, October 27, 2015
    • 3 replies
    • 1k views
    • 
    • Tom Poje
    • October 27, 2015

22. PEO vs leased employees

    By 52626, October 26, 2015
    • 2 replies
    • 3.2k views
    • 
    • shERPA
    • October 26, 2015

23. Force out protocol/lost participants

    By Pixie, October 26, 2015   

    • force out
    • lost participant
    • 3 replies
    • 2.8k views
    • 
    • BG5150
    • October 26, 2015

24. Coverage Testing for plan changing from related employers to MEP

    By DLavigne, October 26, 2015
    • 0 replies
    • 1.1k views
    • 
    • DLavigne
    • October 26, 2015

25. Life Insurance and loans

    By artvandelay3, June 24, 2015
    • 7 replies
    • 3.5k views
    • 
    • PJF414
    • October 26, 2015

26. LLC / S-Corp Owner with Employees looking for 401k options

    By KGLO44, October 23, 2015
    • 6 replies
    • 5.8k views
    • 
    • austin3515
    • October 25, 2015

27. SH Match plan failing 414(s)

    By BG5150, October 22, 2015
    • 6 replies
    • 1.6k views
    • 
    • BG5150
    • October 23, 2015

28. EACA - Have to be in effect for a full 12-month plan year?

    By benefitsguru, October 23, 2015
    • 0 replies
    • 1.2k views
    • 
    • benefitsguru
    • October 23, 2015

29. Unrelated Participating Employer - No Participation Agreement

    By LANDO, October 21, 2015   

    • Participation Agreement
    • VCP
    • (and 5 more)

      Tagged with:

      • Participation Agreement
      • VCP
      • Operational Failure
      • Document Error
      • 401k
      • qualification issue
      • multiple employer plan
    • 14 replies
    • 9.3k views
    • 
    • LANDO
    • October 22, 2015

30. Missed Catch Up Contribution - Rev Proc 2015-28

    By 52626, October 22, 2015
    • 0 replies
    • 1.3k views
    • 
    • 52626
    • October 22, 2015

31. Missed Enrollment of Rehired Participant in SH401k

    By cheersmate, October 21, 2015   

    • 401k safe harbor
    • eligibility correction
    • (and 1 more)

      Tagged with:

      • 401k safe harbor
      • eligibility correction
      • corrective contribution
    • 0 replies
    • 1.1k views
    • 
    • cheersmate
    • October 21, 2015

32. Blackout Notice and Enrollment

    By 52626, October 20, 2015
    • 3 replies
    • 1.9k views
    • 
    • hr for me
    • October 21, 2015

33. Off calendar - compensation to use

    By Pammie57, October 20, 2015
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • October 21, 2015

34. VCP alternative(s) to Appendix A or B corrections for ADP/ACP failures

    By Belgarath, October 20, 2015
    • 4 replies
    • 1.8k views
    • 
    • Peter Gulia
    • October 21, 2015

35. New QACA formula

    By traveler, September 23, 2015   

    • 401(k)(13) auto enroll
    • 2 replies
    • 1.8k views
    • 
    • traveler
    • October 19, 2015

36. Another reason to hate SIMPLE 401k

    By Flyboyjohn, October 16, 2015
    • 1 reply
    • 915 views
    • 
    • Tom Poje
    • October 19, 2015

37. can US citizen residing abroad serve as trustee of own solo 401(k) ?

    By JJA, October 16, 2015
    • 5 replies
    • 4.8k views
    • 
    • JJA
    • October 18, 2015

38. 401(a)(17) Annual Compensation Limit

    By Guest BenMngr08, March 18, 2008
    • 17 replies
    • 7.3k views
    • 
    • ETA Consulting LLC
    • October 18, 2015

39. 100% deferral, limited to 90% by payroll provider??

    By Craig Garner, October 14, 2015
    • 7 replies
    • 5.4k views
    • 
    • hr for me
    • October 15, 2015

40. Controll Group question

    By MaryM, October 13, 2015
    • 2 replies
    • 1.3k views
    • 
    • MaryM
    • October 15, 2015

41. Tiered match

    By R. Butler, October 14, 2015
    • 1 reply
    • 1.2k views
    • 
    • GMK
    • October 14, 2015

42. Imputed Income from Domestic Partner Benefits

    By Christine Roberts, February 26, 2010
    • 5 replies
    • 7.6k views
    • 
    • K2retire
    • October 12, 2015

43. Coverage/Discrimination Testing for Profit Sharing Contribution?

    By SRNPEBT, October 7, 2015
    • 8 replies
    • 4.3k views
    • 
    • Bird
    • October 12, 2015

44. ADP refund - wrong amount

    By pholosofizer, October 8, 2015
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • October 10, 2015

45. When can a forfeiture be recognized?

    By Vlad401k, October 8, 2015
    • 4 replies
    • 1.7k views
    • 
    • BG5150
    • October 8, 2015

46. Life Insurance proceeds, can this cash be rolled into a 401(k) Plan

    By cjbaustin, October 7, 2015
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • October 8, 2015

47. Compensation excluding bonus

    By khr, October 6, 2015
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • October 7, 2015

48. missed match on lost salary deferral opportunity

    By cpc0506, September 21, 2015
    • 3 replies
    • 2.2k views
    • 
    • BG5150
    • October 5, 2015

49. Safe Harbor Match suspended beginning of plan year

    By Gilmore, September 29, 2015
    • 4 replies
    • 1.3k views
    • 
    • K2retire
    • October 2, 2015

50. Signing Bonus / 401k

    By austin3515, October 2, 2015
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • October 2, 2015