401(k) Plans

19,337 topics in this forum

1. Fidelity Investments and Duplicate or "Bad" SSNs

   By Christine Roberts, April 8, 2015
   • 26 replies
   • 15.3k views
   • 
   • MoJo
   • August 14, 2017

2. Questions re: moving from SEP to solo 401(k)

   By UM1234, April 7, 2015
   • 3 replies
   • 1.7k views
   • 
   • UM1234
   • April 30, 2015

3. Form 1098-Q QLAC Reporting

   By erisa29, April 5, 2015
   • 0 replies
   • 1.5k views
   • 
   • erisa29
   • April 5, 2015

4. senior moment

   By thepensionmaven, April 4, 2015
   • 1 reply
   • 913 views
   • 
   • Bill Presson
   • April 5, 2015

5. Employer 401K Contribution to personal 401K plans

   By mitchelt, April 4, 2015
   • 2 replies
   • 885 views
   • 
   • mitchelt
   • April 4, 2015

6. Hardship Withdrawal - Natural Disaster

   By LMOC, April 2, 2015
   • 2 replies
   • 2k views
   • 
   • LMOC
   • April 6, 2015

7. Roth mixed with in Traditional contributions

   By Pixie, April 2, 2015   

   • Roth
   • Self Directed Account
   • 2 replies
   • 1.6k views
   • 
   • austin3515
   • April 3, 2015

8. Safe Harbor Participant

   By Stash026, April 2, 2015
   • 13 replies
   • 2.3k views
   • 
   • cheersmate
   • July 8, 2015

9. HC Participant refuses to cash ADP refund checks

   By Belgarath, April 2, 2015
   • 13 replies
   • 5.1k views
   • 
   • BG5150
   • November 17, 2020

10. reversion of assets and safe harbor plan

    By Tom Poje, April 2, 2015
    • 13 replies
    • 4.8k views
    • 
    • Mike Preston
    • November 10, 2017

11. Davis Bacon and the 10% limit on disproportionate QNECs

    By Jerry Erisa, April 1, 2015
    • 1 reply
    • 1.4k views
    • 
    • Jerry Erisa
    • April 1, 2015

12. Who gets the SH match?

    By shERPA, April 1, 2015   

    • different eligibility
    • 2 replies
    • 3.7k views
    • 
    • Tom Poje
    • April 1, 2015

13. hardship for foreclosure

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

14. 402(g) Exceeded - Effect on Testing

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

15. Adjusted Vesting Calculation

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

16. Deferral/Catch Up and Compensation Limit

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

17. Determining Highly Compensated Employee

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

18. Fees Charged by IRA during Automatic IRA Forfceout

    By austin3515, March 30, 2015
    • 18 replies
    • 2k views
    • 
    • austin3515
    • June 14, 2015

19. Plan Sponsor Amendment after stock purchase of thte Plan

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

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

    By kckid, March 30, 2015
    • 17 replies
    • 2.2k views
    • 
    • kckid
    • March 31, 2015

21. DEFAULTED LOAN

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

22. ADP Refunds in Short Plan Year

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

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

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

24. Plan with no last day of plan year elected

    By Craig Schiller, March 26, 2015
    • 30 replies
    • 4.3k views
    • 
    • austin3515
    • April 22, 2015

25. Safe Harbor 3% funded each payroll

    By Rai401k, March 26, 2015
    • 8 replies
    • 2.9k views
    • 
    • Bird
    • April 15, 2015

26. Amending Safe Harbor

    By MGOAdmin, March 25, 2015   

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

27. 5305-SEP IRA and solo401k

    By jjface, March 25, 2015
    • 13 replies
    • 5.4k views
    • 
    • Bird
    • March 27, 2015

28. Schedule C Calc - Self Employed

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

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

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

30. New auto enroll set up

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

31. Safe Harbor Match Formula

    By Nassau, March 24, 2015   

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

32. Deductible Contribution?

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

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

    By jkharvey, March 24, 2015
    • 15 replies
    • 4k views
    • 
    • QDROphile
    • March 24, 2015

34. 3% SHNEC excludes HCE's - 414s testing??

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

35. Plan Termination

    By 30Rock, March 20, 2015
    • 6 replies
    • 3.6k views
    • 
    • Lou S.
    • March 20, 2015

36. Aggregating for Coverage, but Diff Testing Methods

    By austin3515, March 19, 2015
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • March 20, 2015

37. ACP Safe Harbor

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

38. 401(k) employee contribution missed for 12/24/2014

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

39. 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
    • 3.7k views
    • 
    • Kevin C
    • March 20, 2015

40. Amending Plan for Automatic Enrollment

    By TPA Bob, March 17, 2015   

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

41. 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

42. Plan Document Excludes Key - Plan Fails

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

43. Controlled Group Transfers

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

44. 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

45. sponsor leaving their PEO

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

46. Taking a poll

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

47. Safe Harbor Plan Amendment

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

48. 401k withholding post calendar year end

    By CLE401kGuy, March 12, 2015
    • 10 replies
    • 1.6k views
    • 
    • K2retire
    • March 24, 2015

49. controlled group question

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

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

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