401(k) Plans

19,334 topics in this forum

1. Safe Harbor Match Calculation- Need Help

   By coleboy, May 18, 2015
   • 9 replies
   • 3.5k views
   • 
   • ETA Consulting LLC
   • May 20, 2015

2. Amending Plan's Cash-Out From $1,000 to $5,000

   By 401 Chaos, May 19, 2015
   • 2 replies
   • 1.3k views
   • 
   • david rigby
   • May 19, 2015

3. Refund of excess commissions paid

   By pensionlife, May 19, 2015   

   • commission error
   • 1 reply
   • 886 views
   • 
   • QDROphile
   • May 19, 2015

4. Recordkeeping Fees

   By Kent, May 16, 2015   

   • Fees
   • 8 replies
   • 2.5k views
   • 
   • ESOP Guy
   • May 18, 2015

5. Crediting Prior Service Under New 401(k) Plan

   By 401 Chaos, June 2, 2010
   • 5 replies
   • 5.3k views
   • 
   • thepensionmaven
   • May 18, 2015

6. Compensation-K1

   By Safeharbor29, May 15, 2015   

   • k-1
   • compensation
   • (and 1 more)

     Tagged with:

     • k-1
     • compensation
     • simplified 415
   • 1 reply
   • 2.4k views
   • 
   • ETA Consulting LLC
   • May 15, 2015

7. Top-Heavy Aggregation

   By MGOAdmin, May 15, 2015   

   • top heavy
   • aggregation
   • 1 reply
   • 1.3k views
   • 
   • Lou S.
   • May 15, 2015

8. The IRS Continues To Behave Badly

   By austin3515, March 11, 2014
   • 21 replies
   • 3.5k views
   • 
   • Kevin C
   • May 14, 2015

9. What compensation is used for General Testing?

   By justatester, May 13, 2015
   • 3 replies
   • 1.6k views
   • 
   • austin3515
   • May 13, 2015

10. Incorrect Management Fees Charged

    By Vlad401k, May 12, 2015
    • 6 replies
    • 1.3k views
    • 
    • Kevin C
    • May 13, 2015

11. CFP Experience Requirement - TPA

    By ERISA13, May 12, 2015
    • 0 replies
    • 841 views
    • 
    • ERISA13
    • May 12, 2015

12. rehired participants and re-entry.

    By Lori H, May 11, 2015
    • 7 replies
    • 2.9k views
    • 
    • ESOP Guy
    • May 12, 2015

13. Delayed Investment of Employee Deferrals

    By Guest Golden401k, May 12, 2015
    • 2 replies
    • 775 views
    • 
    • Mike Preston
    • May 12, 2015

14. bonus comp never withheld on for 10+ years

    By WCC, May 11, 2015
    • 2 replies
    • 1.1k views
    • 
    • khn
    • May 12, 2015

15. Auto Enrollment / Corbel Document

    By austin3515, May 11, 2015
    • 2 replies
    • 931 views
    • 
    • ESOP Guy
    • May 12, 2015

16. Control Group Question

    By Alex Daisy, May 11, 2015
    • 1 reply
    • 889 views
    • 
    • Tom Poje
    • May 11, 2015

17. Non-Safe Harbor Matching Question

    By Stash026, May 11, 2015
    • 2 replies
    • 1.7k views
    • 
    • Stash026
    • May 11, 2015

18. Accrued Interest calculation for loan correction under VCP

    By LMD1, May 10, 2015
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • May 10, 2015

19. SH Match True-Up

    By khn, May 7, 2015
    • 4 replies
    • 1.3k views
    • 
    • khn
    • May 8, 2015

20. Fiscal Year 401k / Deferral Limits

    By cheersmate, May 6, 2015   

    • fiscal year
    • maximum limits
    • 2 replies
    • 3.6k views
    • 
    • cheersmate
    • May 6, 2015

21. Owner-only 401(k) plans; why not cover children or parents too?

    By spiritrider, May 5, 2015
    • 5 replies
    • 2.7k views
    • 
    • ETA Consulting LLC
    • May 6, 2015

22. new corp assumes sponsorship of old plan

    By gregburst, May 6, 2015
    • 1 reply
    • 929 views
    • 
    • Bill Presson
    • May 6, 2015

23. Senior moment

    By thepensionmaven, April 20, 2015
    • 6 replies
    • 1.2k views
    • 
    • Tom Poje
    • May 4, 2015

24. 401(k) refund due to company acquisition

    By R. Butler, April 21, 2015
    • 4 replies
    • 1.2k views
    • 
    • R. Butler
    • May 1, 2015

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

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

26. Partners in 401(k) Plan receiving W-2's

    By rblum50, April 28, 2015   

    • 401(k) Plan
    • 2 replies
    • 2.4k views
    • 
    • shERPA
    • April 29, 2015

27. ASPPA Virtual Conference / ERPA CE Credit

    By austin3515, April 29, 2015
    • 0 replies
    • 995 views
    • 
    • austin3515
    • April 29, 2015

28. safe harbor or not?

    By Santo Gold, April 28, 2015
    • 9 replies
    • 2.1k views
    • 
    • Kevin C
    • April 29, 2015

29. Distribution Fees on ADP Refunds

    By Archimage, April 28, 2015
    • 1 reply
    • 1k views
    • 
    • rcline46
    • April 29, 2015

30. Participants in Multiple TDFs

    By khn, April 24, 2015
    • 4 replies
    • 1.5k views
    • 
    • khn
    • April 28, 2015

31. After-tax contributions - how to contribute?

    By Guest paytaxesforusa, December 17, 2014
    • 14 replies
    • 5.3k views
    • 
    • Belgarath
    • April 28, 2015

32. 401k loan default

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

33. QSLOB? Less than 50 employees?

    By justanotheradmin, April 27, 2015
    • 1 reply
    • 1.8k views
    • 
    • Lou S.
    • April 27, 2015

34. Prevailing wage & 410(b)

    By TPApril, April 25, 2015
    • 1 reply
    • 1.7k views
    • 
    • Lou S.
    • April 27, 2015

35. Time Limitations for 410b Amnd?

    By Zorro1k, April 23, 2015   

    • 410b
    • corrective amendment
    • (and 1 more)

      Tagged with:

      • 410b
      • corrective amendment
      • failure
    • 14 replies
    • 2.4k views
    • 
    • Kevin C
    • April 24, 2015

36. Restating Documents

    By coleboy, April 24, 2015
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • April 24, 2015

37. Is TH minimum triggered if partner ends year with no comp

    By jkharvey, April 9, 2015
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • April 23, 2015

38. Is New Comparability Formula Creating a CODA?

    By Susan S., April 22, 2015
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • April 23, 2015

39. deduction timing

    By gregburst, April 22, 2015
    • 4 replies
    • 1.4k views
    • 
    • mbozek
    • April 23, 2015

40. Discretionary non-elective already paid in and fails testing

    By Jim Chad, April 22, 2015
    • 2 replies
    • 968 views
    • 
    • Bird
    • April 22, 2015

41. 10% Contribution % for QACA

    By Flyboyjohn, April 21, 2015
    • 4 replies
    • 1.7k views
    • 
    • Tom Poje
    • April 22, 2015

42. 1099 Income for Partner

    By Rai401k, April 22, 2015
    • 3 replies
    • 1.7k views
    • 
    • jpod
    • April 22, 2015

43. Plan with no last day of plan year elected

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

44. Collateralized Security in 401k

    By goldtpa, April 21, 2015
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • April 21, 2015

45. Termination

    By msmith55, April 21, 2015   

    • nonvested
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • April 21, 2015

46. HArdship Distribution Documentation / IRS NEwsletter

    By austin3515, April 20, 2015
    • 4 replies
    • 3.2k views
    • 
    • austin3515
    • April 21, 2015

47. Controlled Group - Family Attribution

    By commishvp, April 20, 2015
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • April 21, 2015

48. Two 1099 Rs for the same amount

    By dropframe, April 14, 2015   

    • 1099R 1099-R 1099 R
    • 5 replies
    • 2.1k views
    • 
    • Appleby
    • April 20, 2015

49. Stopping Match on Catch-Up Contributions

    By khn, April 17, 2015
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • April 19, 2015

50. Use Match for TH?

    By David, April 13, 2015
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • April 16, 2015