401(k) Plans

19,499 topics in this forum

1. Hardship for Education

   By 52626, July 31, 2015
   • 1 reply
   • 1.3k views
   • 
   • WCC
   • July 31, 2015

2. controlled group?

   By pmacduff, July 31, 2015
   • 5 replies
   • 1.3k views
   • 
   • Mike Preston
   • July 31, 2015

3. Timing of Transactions in under a 401(k) Plan

   By NYERPA, July 31, 2015   

   • 401(k)
   • trade
   • (and 2 more)

     Tagged with:

     • 401(k)
     • trade
     • investment
     • timing
   • 2 replies
   • 1.5k views
   • 
   • 401king
   • July 31, 2015

4. 501(c)(3)

   By Safeharbor29, July 31, 2015
   • 2 replies
   • 1.2k views
   • 
   • mbozek
   • July 31, 2015

5. Negative K-1 Income

   By austin3515, July 31, 2015
   • 1 reply
   • 1.5k views
   • 
   • Belgarath
   • July 31, 2015

6. Missed Deferrals - Earnings Calculation

   By Vlad401k, July 29, 2015
   • 3 replies
   • 5.1k views
   • 
   • BG5150
   • July 31, 2015

7. Catch-ups over 100% of pay

   By austin3515, July 30, 2015
   • 2 replies
   • 1k views
   • 
   • mphs77
   • July 30, 2015

8. Pros/Cons of being named employer on 401k

   By Safeharbor29, July 30, 2015
   • 3 replies
   • 1.1k views
   • 
   • jpod
   • July 30, 2015

9. RMD Recipient Will Not Respond to RMD Notices

   By CAR, July 27, 2015
   • 11 replies
   • 3.2k views
   • 
   • mbozek
   • July 29, 2015

10. Recharacterizing Deferrals as Catch Up to Pass 401(a)4

    By Vlad401k, July 29, 2015
    • 3 replies
    • 1.1k views
    • 
    • Vlad401k
    • July 29, 2015

11. Form 5500-SF and Schedule A & D

    By Pammie57, July 28, 2015
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • July 28, 2015

12. Safe Harbor mid-year amendment

    By RLR, July 20, 2015
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • July 28, 2015

13. Corrective amendment for in-service distribution

    By cpc0506, July 21, 2015
    • 4 replies
    • 1.4k views
    • 
    • MWeddell
    • July 28, 2015

14. 401(a)(4) Testing

    By jpokusa, July 27, 2015   

    • 401(a)(4)
    • New Comp
    • (and 1 more)

      Tagged with:

      • 401(a)(4)
      • New Comp
      • Eligibility
    • 4 replies
    • 2.7k views
    • 
    • Tom Poje
    • July 28, 2015

15. Reducing a Safe Harbor Nonelective mid year

    By cbendertpa23, July 24, 2015   

    • Safe Harbor
    • reduce
    • (and 3 more)

      Tagged with:

      • Safe Harbor
      • reduce
      • non-elective
      • 3%
      • mid-year
    • 3 replies
    • 1.7k views
    • 
    • austin3515
    • July 25, 2015

16. 415 and 401(a)17 limits - Terminated (short year) Plan

    By Vlad401k, July 24, 2015
    • 1 reply
    • 1.4k views
    • 
    • K2retire
    • July 24, 2015

17. Amend type of profit share contribution mid year

    By EBDI, July 21, 2015
    • 17 replies
    • 5.1k views
    • 
    • Mike Preston
    • July 24, 2015

18. Sponsor Company Owned by Family Trusts - Top Heavy?

    By LangLangTPA, July 22, 2015   

    • Top Heavy
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • July 24, 2015

19. Loan Default

    By ratherbereading, July 21, 2015
    • 2 replies
    • 1k views
    • 
    • austin3515
    • July 22, 2015

20. New plan, former HCE now under 500 hours, is he in?

    By JWRB, July 22, 2015
    • 1 reply
    • 923 views
    • 
    • Tom Poje
    • July 22, 2015

21. SH401k w bifurcated elig

    By cheersmate, July 7, 2015   

    • Safe Harbor
    • Gateway
    • (and 2 more)

      Tagged with:

      • Safe Harbor
      • Gateway
      • Top Heavy
      • bifurcated eligibility
    • 5 replies
    • 2.8k views
    • 
    • SoCalActuary
    • July 22, 2015

22. Correction of employee erroneously excluded for 2015

    By Carol V. Calhoun, July 21, 2015   

    • Rev. Proc. 2015-28
    • 0 replies
    • 1.5k views
    • 
    • Carol V. Calhoun
    • July 21, 2015

23. Negative Contributions

    By Safeharbor29, July 21, 2015
    • 4 replies
    • 4.7k views
    • 
    • QDROphile
    • July 21, 2015

24. Deferring on Commissions

    By ratherbereading, July 20, 2015   

    • 401k
    • commissions
    • (and 1 more)

      Tagged with:

      • 401k
      • commissions
      • deferrals
    • 7 replies
    • 4.4k views
    • 
    • rcline46
    • July 21, 2015

25. Discretionary Match

    By Young Curmudgeon, July 17, 2015
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • July 20, 2015

26. Plan Termination Fees to Participants

    By perkinsran, July 16, 2015
    • 9 replies
    • 5.3k views
    • 
    • K2retire
    • July 20, 2015

27. 401k Contributions missed a payroll

    By JKW, July 17, 2015
    • 7 replies
    • 2.3k views
    • 
    • JKW
    • July 20, 2015

28. Missed Catch-Up Deferrals

    By Safeharbor29, July 17, 2015
    • 1 reply
    • 1k views
    • 
    • K2retire
    • July 17, 2015

29. Fund Change Error

    By khn, July 17, 2015
    • 0 replies
    • 952 views
    • 
    • khn
    • July 17, 2015

30. Can a Trust Sponsor a 401(k) Plan?

    By tbp, July 16, 2015
    • 4 replies
    • 2k views
    • 
    • Peter Gulia
    • July 17, 2015

31. New Plan,ees missed

    By doombuggy, June 18, 2015
    • 2 replies
    • 1.4k views
    • 
    • justanotheradmin
    • July 16, 2015

32. less match to HCEs in a SHM plan

    By AlbanyConsultant, July 14, 2015
    • 8 replies
    • 3k views
    • 
    • shERPA
    • July 15, 2015

33. DOL online calculator NOT sufficient?

    By SavingsRUS, July 14, 2015   

    • 401(k)
    • Form 5330
    • (and 1 more)

      Tagged with:

      • 401(k)
      • Form 5330
      • Prohibited Transaction
    • 3 replies
    • 4.4k views
    • 
    • Gadgetfreak
    • July 15, 2015

34. direct rollover mailed to participant?

    By Peter Gulia, July 14, 2015   

    • rollover
    • 3 replies
    • 2.4k views
    • 
    • Peter Gulia
    • July 14, 2015

35. Catch UP Contribution

    By Pammie57, July 8, 2015
    • 14 replies
    • 2.5k views
    • 
    • Mike Preston
    • July 14, 2015

36. Why is July Such a Popular Month for 401k Rollovers?

    By DonReynolds, July 13, 2015   

    • 403b
    • roll over 401k plans
    • (and 3 more)

      Tagged with:

      • 403b
      • roll over 401k plans
      • 401k rollover
      • Popular Month for 401k
      • 403b retires
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • July 13, 2015

37. Solo(k) Question RE: Spouse Eligibility

    By erisa parrot, July 10, 2015
    • 6 replies
    • 2.4k views
    • 
    • mbozek
    • July 10, 2015

38. Roth 401k Withdrawal

    By Safeharbor29, July 8, 2015
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • July 9, 2015

39. Employer Securities

    By PFranckowiak, July 8, 2015
    • 3 replies
    • 2k views
    • 
    • A Shot in the Dark
    • July 8, 2015

40. Safe Harbor Participant

    By Stash026, April 2, 2015
    • 13 replies
    • 2.7k views
    • 
    • cheersmate
    • July 8, 2015

41. Hardship Documentation Requirements

    By khn, July 2, 2015
    • 5 replies
    • 1.8k views
    • 
    • GMK
    • July 7, 2015

42. the dreaded non-calendar ADP failure with catchups

    By Bri, July 1, 2015
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • July 7, 2015

43. 402(g) issue

    By Pammie57, July 6, 2015
    • 8 replies
    • 1.2k views
    • 
    • Mike Preston
    • July 6, 2015

44. What are the differences between a 401k rollover and a 401k transfer?

    By DonReynolds, July 1, 2015   

    • 401k
    • 401k rollover
    • 12 replies
    • 4.2k views
    • 
    • Mike Preston
    • July 6, 2015

45. RMD and Multiple Bene's question

    By Question?, February 6, 2015
    • 9 replies
    • 4.3k views
    • 
    • 4k Everyday
    • July 2, 2015

46. Loan payment suspended for a year

    By austin3515, July 1, 2015
    • 2 replies
    • 2.2k views
    • 
    • austin3515
    • July 2, 2015

47. Can a terminated employee be a trustee?

    By Vlad401k, July 1, 2015
    • 3 replies
    • 1.5k views
    • 
    • shERPA
    • July 1, 2015

48. Ineligible employee allowed to defer too soon

    By Pammie57, June 30, 2015
    • 3 replies
    • 8k views
    • 
    • Tom Poje
    • July 1, 2015

49. How to Roll Over an Inherited 401k?

    By MarciaPresberry, June 24, 2015   

    • 401k
    • IRA
    • (and 2 more)

      Tagged with:

      • 401k
      • IRA
      • Rollover
      • Inherited 401k
    • 2 replies
    • 2.8k views
    • 
    • DonReynolds
    • July 1, 2015

50. Notices sent to non-eligible employees

    By nicole_m, June 30, 2015
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • June 30, 2015