401(k) Plans

19,275 topics in this forum

1. ADP/ACP Shifting - Prior Year Testing

   By Lou S., March 4, 2015
   • 6 replies
   • 2.5k views
   • 
   • BG5150
   • March 5, 2015

2. QSLOB - 50 Employee in Line of Business Rule

   By 401_4_ever, March 3, 2015
   • 1 reply
   • 1.3k views
   • 
   • TPAMan
   • March 3, 2015

3. Amended After Year-end (Top Paid Group)

   By MGOAdmin, March 3, 2015   

   • amend
   • top paid
   • 3 replies
   • 1.8k views
   • 
   • Kevin C
   • March 3, 2015

4. Loan Default / Loan Offset - A Doozy...

   By austin3515, March 3, 2015
   • 3 replies
   • 1.2k views
   • 
   • austin3515
   • March 3, 2015

5. Rate Group Testing - Mid-Point vs. Actual Coverage %age

   By austin3515, March 3, 2015
   • 7 replies
   • 2.6k views
   • 
   • Tom Poje
   • March 3, 2015

6. Safe Harbor Contribution and Terminated Participants

   By EEK, March 2, 2015
   • 3 replies
   • 1.7k views
   • 
   • Lou S.
   • March 3, 2015

7. $30,500 in contributions on $26,000 wages?

   By Flyboyjohn, March 2, 2015
   • 3 replies
   • 1.2k views
   • 
   • Belgarath
   • March 9, 2015

8. Old 401k moved without direction

   By XrayLemi, February 28, 2015   

   • 401k
   • 4 replies
   • 1.4k views
   • 
   • XrayLemi
   • March 25, 2015

9. Prior Yr ADP with change in Sponsor

   By TPATC, February 28, 2015   

   • 401k
   • adp
   • (and 1 more)

     Tagged with:

     • 401k
     • adp
     • change in plan sponsor
   • 0 replies
   • 1.2k views
   • 
   • TPATC
   • February 28, 2015

10. January 3, 2014 Paycheck was included in 2013 year

    By Jim Chad, February 27, 2015
    • 3 replies
    • 892 views
    • 
    • Tom Poje
    • February 27, 2015

11. Rehire Eligibility

    By MGOAdmin, February 27, 2015   

    • rehire
    • elgibility
    • 2 replies
    • 1.8k views
    • 
    • chc93
    • February 27, 2015

12. ERISA Outline Book

    By austin3515, February 27, 2015
    • 2 replies
    • 1.5k views
    • 
    • akern
    • February 27, 2015

13. 3/15 is Sunday...ADP refunds taken by 3/16 ok?

    By jkharvey, February 25, 2015
    • 9 replies
    • 3k views
    • 
    • Belgarath
    • February 26, 2015

14. correct ADP before 401b?

    By AlbanyConsultant, February 25, 2015
    • 9 replies
    • 1.8k views
    • 
    • AlbanyConsultant
    • March 3, 2015

15. 401(k) Testing

    By S- Milwaukee, February 24, 2015   

    • ADP test
    • 1 reply
    • 938 views
    • 
    • Lou S.
    • February 24, 2015

16. Termination Prior to Entry Date, but Compensation after Entry Date

    By kevind2010, February 23, 2015
    • 14 replies
    • 4.1k views
    • 
    • MWeddell
    • August 3, 2022

17. Employer Won't Safe Harbor Plan: Other Options?

    By 401kquestion, February 22, 2015
    • 20 replies
    • 2.6k views
    • 
    • mbozek
    • February 27, 2015

18. QDRO

    By austin3515, February 19, 2015
    • 28 replies
    • 5.2k views
    • 
    • mbozek
    • February 24, 2015

19. ACP Failure - Match Funded AFTER March 15th

    By kevind2010, February 19, 2015
    • 4 replies
    • 2.5k views
    • 
    • chc93
    • February 20, 2015

20. Separate forfeiture account

    By ratherbereading, February 19, 2015   

    • Balance forward
    • forfeiture
    • (and 1 more)

      Tagged with:

      • Balance forward
      • forfeiture
      • 401k
    • 3 replies
    • 2k views
    • 
    • Bird
    • February 20, 2015

21. Safe harbor match for HCEs

    By ssntrr, February 19, 2015
    • 2 replies
    • 977 views
    • 
    • ssntrr
    • February 19, 2015

22. Spinoff - new company asset sale - HCEs

    By Lou S., February 18, 2015
    • 2 replies
    • 1.6k views
    • 
    • Lou S.
    • February 18, 2015

23. 401k loan default

    By tomaszp, February 17, 2015
    • 9 replies
    • 3.2k views
    • 
    • ESOP Guy
    • April 27, 2015

24. 401(k) Plan Termination and Startup

    By mlp0816, February 17, 2015
    • 20 replies
    • 6.4k views
    • 
    • Belgarath
    • August 23, 2018

25. What does between 5 and 10 mean?

    By austin3515, February 17, 2015
    • 9 replies
    • 1.6k views
    • 
    • imchipbrown
    • March 16, 2015

26. How flexible is "discretionary match"?

    By AKconsult, February 17, 2015
    • 8 replies
    • 2.9k views
    • 
    • LANDO
    • March 23, 2015

27. Plan imposed deferral limits for HCEs

    By cpc0506, February 16, 2015
    • 3 replies
    • 1.7k views
    • 
    • cpc0506
    • February 17, 2015

28. Change in Ownership - Closely Held Corp. Top Heavy Requirements

    By LangLangTPA, February 16, 2015
    • 2 replies
    • 981 views
    • 
    • Kevin C
    • February 16, 2015

29. True-up only for individuals who hit the 402(g) limit

    By bitsyhaze, February 16, 2015
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • February 17, 2015

30. Employer Or Employee Paid Medical Benefits?

    By austin3515, February 13, 2015
    • 4 replies
    • 1k views
    • 
    • QDROphile
    • February 13, 2015

31. Employer Profit Sharing Contribution before 1 YOS eligibility

    By jpmurphjp, February 13, 2015
    • 5 replies
    • 1.7k views
    • 
    • jpmurphjp
    • February 13, 2015

32. Davis Bacon Plan and QNECs for HCEs

    By Vlad401k, February 13, 2015
    • 2 replies
    • 1.5k views
    • 
    • KATS
    • February 16, 2015

33. When is a stockholder/owner considered "terminated"?

    By jkharvey, February 13, 2015
    • 3 replies
    • 1k views
    • 
    • Bill Presson
    • February 13, 2015

34. annual addition limits

    By pmacduff, February 12, 2015
    • 5 replies
    • 1.5k views
    • 
    • Lou S.
    • February 13, 2015

35. Match As-You-Go w/ Allocation Conditions

    By LANDO, February 12, 2015   

    • Match
    • allocation conditions
    • 4 replies
    • 1.7k views
    • 
    • LANDO
    • February 13, 2015

36. Salary Continuation Considered for SH 3% Contribution?

    By chris, February 12, 2015
    • 2 replies
    • 1.6k views
    • 
    • chris
    • February 12, 2015

37. Participant Education

    By 52626, February 11, 2015
    • 5 replies
    • 1.7k views
    • 
    • GMK
    • February 12, 2015

38. Over Match Due to Reaching Comp Limit

    By KTB, February 11, 2015
    • 2 replies
    • 1.1k views
    • 
    • KTB
    • February 11, 2015

39. Voluntary Correction Program - Missed Safe Harbor Contribtions

    By Alex Daisy, February 11, 2015
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • February 11, 2015

40. Hardship after loan default

    By Bird, February 11, 2015
    • 6 replies
    • 1.7k views
    • 
    • hr for me
    • February 13, 2015

41. Inclusion of participant prior to entry date.

    By Lori H, February 10, 2015
    • 4 replies
    • 872 views
    • 
    • Lori H
    • February 11, 2015

42. Deferral deposit for large plans

    By 52626, February 10, 2015
    • 16 replies
    • 3.7k views
    • 
    • John Feldt ERPA CPC QPA
    • February 12, 2015

43. One Person Plan and 401(k) Deferral Deposit Deadline

    By PensionPro, February 10, 2015
    • 7 replies
    • 2k views
    • 
    • Bill Presson
    • February 11, 2015

44. missed 2013 Form 8955-SSA

    By cpc0506, February 10, 2015
    • 13 replies
    • 2.8k views
    • 
    • chc93
    • October 12, 2017

45. Rehire Rules for New Plan

    By clangeland, February 10, 2015
    • 2 replies
    • 1.2k views
    • 
    • clangeland
    • February 10, 2015

46. Related Parties - Insurance Agency

    By TPA Bob, February 9, 2015   

    • Insurance Agent and Agency
    • 0 replies
    • 900 views
    • 
    • TPA Bob
    • February 9, 2015

47. BR&F - Match formula based on YOS

    By austin3515, February 8, 2015
    • 16 replies
    • 1.8k views
    • 
    • Tom Poje
    • February 10, 2015

48. Catch-all "anti-abuse" reg for ADP Testing

    By austin3515, February 7, 2015
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • February 10, 2015

49. Simple RMD Question

    By newplananalyst, February 6, 2015
    • 2 replies
    • 874 views
    • 
    • My 2 cents
    • February 11, 2015

50. Company name on AA does not match the w-2

    By cpc0506, February 6, 2015
    • 3 replies
    • 1.3k views
    • 
    • cpc0506
    • February 6, 2015