401(k) Plans

19,275 topics in this forum

1. Who can be the plan administrator/trustee?

   By KevinMc, February 6, 2015
   • 4 replies
   • 1.8k views
   • 
   • QDROphile
   • February 10, 2015

2. RMD and Multiple Bene's question

   By Question?, February 6, 2015
   • 9 replies
   • 3.7k views
   • 
   • 4k Everyday
   • July 2, 2015

3. self employment earnings in a partnership and ADP testing

   By Chippy, February 5, 2015
   • 5 replies
   • 1.6k views
   • 
   • Chippy
   • February 6, 2015

4. Is a participant who terminates at NRA or ERA entitled to a Top Heavy contribution?

   By bevfair, February 5, 2015
   • 1 reply
   • 1.1k views
   • 
   • Belgarath
   • February 5, 2015

5. Is it an RMD if taken before the RBD?

   By MrKnowItLittle, February 4, 2015
   • 16 replies
   • 2.5k views
   • 
   • mbozek
   • February 6, 2015

6. Life expectancy

   By GMK, February 4, 2015
   • 0 replies
   • 787 views
   • 
   • GMK
   • February 4, 2015

7. ADP failure - refunds needed, but....

   By doombuggy, February 4, 2015   

   • adp testing
   • refunds
   • 3 replies
   • 1.2k views
   • 
   • Lou S.
   • February 5, 2015

8. Roth 401K

   By thepensionmaven, February 3, 2015
   • 5 replies
   • 1.1k views
   • 
   • GMK
   • February 4, 2015

9. 401k Accounting for IRA transfer

   By SeanTankarian, February 3, 2015   

   • IRA 401k rollover
   • 1 reply
   • 812 views
   • 
   • QDROphile
   • February 3, 2015

10. Testing "Most" Otherwise Excludibles Separately

    By austin3515, February 3, 2015
    • 17 replies
    • 1.4k views
    • 
    • MrKnowItLittle
    • February 5, 2015

11. 401(k) Plan with Safe Harbor and last day requirement

    By pensionnube, February 2, 2015   

    • 401(k)
    • Safe Harbor
    • (and 3 more)

      Tagged with:

      • 401(k)
      • Safe Harbor
      • Last Day
      • gateway
      • correcive amendment
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 2, 2015

12. Money Purchase to 401(k)

    By rcline46, February 2, 2015
    • 1 reply
    • 879 views
    • 
    • jpod
    • February 2, 2015

13. Switching from elapsed time to counting hours for vesting

    By Rai401k, January 30, 2015
    • 3 replies
    • 4.4k views
    • 
    • Rai401k
    • January 30, 2015

14. Mapping

    By merciless, January 29, 2015
    • 28 replies
    • 8.3k views
    • 
    • ESOP Guy
    • February 4, 2015

15. Safe Harbor Amendment

    By nancy, January 28, 2015   

    • Safe Harbor
    • 5 replies
    • 1.9k views
    • 
    • Kevin C
    • January 30, 2015

16. Quarterly Match, Last Day of Quarter, and True-Up

    By Steve Waddo, January 28, 2015
    • 2 replies
    • 1.7k views
    • 
    • ESOP Guy
    • January 28, 2015

17. Timing of employer matching contributions to a participant's account

    By gle3186, January 28, 2015
    • 13 replies
    • 8.7k views
    • 
    • austin3515
    • January 29, 2015

18. After-Tax Roth Conversion

    By Dougsbpc, January 28, 2015
    • 0 replies
    • 1.1k views
    • 
    • Dougsbpc
    • January 28, 2015

19. ADP testing Gross and/or Net Compensation

    By imchipbrown, January 27, 2015
    • 2 replies
    • 3.2k views
    • 
    • blb25524
    • January 28, 2015

20. Rollover from Self-Directed 401(k) to IRA

    By waid10, January 26, 2015   

    • self-directed
    • rollover
    • (and 2 more)

      Tagged with:

      • self-directed
      • rollover
      • 401(k)
      • IRA
    • 7 replies
    • 2.3k views
    • 
    • mbozek
    • June 20, 2015

21. Can MDs keep their plan after moving employees to ASG?

    By drakecohen, January 26, 2015
    • 8 replies
    • 1.1k views
    • 
    • K2retire
    • January 28, 2015

22. Updating documents since 1997

    By Jim Chad, January 26, 2015
    • 1 reply
    • 863 views
    • 
    • John Feldt ERPA CPC QPA
    • January 26, 2015

23. Use of Excess Revenue

    By khn, January 23, 2015
    • 1 reply
    • 869 views
    • 
    • BG5150
    • January 28, 2015

24. 401(k) Safe Harbor Plan and Participating Employer

    By LMOC, January 23, 2015
    • 6 replies
    • 2.4k views
    • 
    • LMOC
    • February 16, 2015

25. Can we still make a contribution for Plan year ending 8-31-14?

    By Jim Chad, January 23, 2015
    • 2 replies
    • 762 views
    • 
    • Tom Poje
    • January 23, 2015

26. Highly Compensated Partner

    By MGOAdmin, January 22, 2015   

    • highly compensated
    • 2 replies
    • 1.1k views
    • 
    • rcline46
    • January 26, 2015

27. Change in Vesting Schedule? Or Not?

    By Briandfox, January 22, 2015
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • January 23, 2015

28. Controlled Group - Voting vs. Non-voting

    By MGOAdmin, January 22, 2015   

    • controlled group
    • voting
    • 3 replies
    • 2.2k views
    • 
    • austin3515
    • January 22, 2015

29. 401(k) deferral not started by employer

    By mlp0816, January 21, 2015
    • 2 replies
    • 864 views
    • 
    • austin3515
    • January 22, 2015

30. 401k/PS plan - unused sick leave contribution

    By t.haley, January 20, 2015
    • 0 replies
    • 1.3k views
    • 
    • t.haley
    • January 20, 2015

31. Roth Rollover to 401(k) Plan

    By 52626, January 20, 2015
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • January 22, 2015

32. Multiple Matching Formulas

    By LANDO, January 20, 2015   

    • 401K
    • Match
    • 1 reply
    • 2.1k views
    • 
    • Lou S.
    • January 20, 2015

33. Successor Plan

    By John Feldt ERPA CPC QPA, January 19, 2015   

    • Successor Plan
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • January 20, 2015

34. 1099-R Question

    By austin3515, January 19, 2015
    • 1 reply
    • 801 views
    • 
    • chc93
    • January 20, 2015

35. Participating Employer Adoption Discretionary Amendment

    By austin3515, January 19, 2015
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • January 19, 2015

36. Deemed 125 Compensation?

    By Briandfox, January 14, 2015
    • 4 replies
    • 13.1k views
    • 
    • Briandfox
    • January 16, 2015

37. Notice requirement - changing 401k match

    By max2000, January 14, 2015   

    • 401k match
    • notice
    • 2 replies
    • 2.9k views
    • 
    • max2000
    • January 23, 2015

38. Entry date for a rehired participant?

    By Lori H, January 14, 2015
    • 8 replies
    • 1.8k views
    • 
    • My 2 cents
    • January 14, 2015

39. issue corrected W2 or not?

    By WCC, January 12, 2015
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • January 12, 2015

40. Amending Safe Harbor

    By MGOAdmin, January 12, 2015   

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

      Tagged with:

      • 401k
      • safe harbor
      • amending
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • January 12, 2015

41. Do I have to file a 5500 for 6 cents?

    By Jim Chad, January 12, 2015
    • 10 replies
    • 1.4k views
    • 
    • Jim Chad
    • January 15, 2015

42. ACP Safe Harbor / $2,500 cap on match

    By austin3515, January 12, 2015
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • January 12, 2015

43. Matching Contributions

    By ratherbereading, January 8, 2015   

    • 401k
    • match
    • 9 replies
    • 1.6k views
    • 
    • Belgarath
    • January 8, 2015

44. Participant Communications/Notice Requirements

    By Nassau, January 7, 2015   

    • Reenrollment
    • 7 replies
    • 1.8k views
    • 
    • Kevin C
    • January 8, 2015

45. Cavanaugh Investigations, P.C.

    By austin3515, January 6, 2015
    • 6 replies
    • 1.4k views
    • 
    • austin3515
    • January 8, 2015

46. Deadline for using Money in Erisa Budget/ Excess Revenue Accounts

    By khn, January 6, 2015
    • 0 replies
    • 803 views
    • 
    • khn
    • January 6, 2015

47. matching contribution for controlled group

    By Pixie, January 5, 2015   

    • match
    • controlled group
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • January 5, 2015

48. Correction for deferral made after hardship withdrawal

    By BG5150, January 5, 2015
    • 1 reply
    • 4.7k views
    • 
    • Tom Poje
    • January 6, 2015

49. H2B workers

    By R. Butler, January 5, 2015
    • 5 replies
    • 2.7k views
    • 
    • Kevin C
    • January 7, 2015

50. Safe harbor "maybe" plan - amendments

    By Belgarath, January 5, 2015
    • 7 replies
    • 2.7k views
    • 
    • Bird
    • January 6, 2015