401(k) Plans

19,275 topics in this forum

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

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

2. Rehire Rules for New Plan

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

3. BR&F - Match formula based on YOS

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

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

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

5. Who can be the plan administrator/trustee?

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

6. Related Parties - Insurance Agency

   By TPA Bob, February 9, 2015   

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

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

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

8. self employment earnings in a partnership and ADP testing

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

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

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

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

    By doombuggy, February 4, 2015   

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

11. 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

12. Deferral only plan - coverage problem, or not?

    By John Feldt ERPA CPC QPA, July 1, 2014   

    • deferral only
    • average benefits
    • 3 replies
    • 1.7k views
    • 
    • BettyBoop83
    • February 5, 2015

13. Testing "Most" Otherwise Excludibles Separately

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

14. Life expectancy

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

15. Roth 401K

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

16. Mapping

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

17. 401k Accounting for IRA transfer

    By SeanTankarian, February 3, 2015   

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

18. 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

19. Purchase of Principal Residence Hardship

    By TPA Bob, February 13, 2013
    • 5 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • February 2, 2015

20. Money Purchase to 401(k)

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

21. Switching from elapsed time to counting hours for vesting

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

22. Safe Harbor Amendment

    By nancy, January 28, 2015   

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

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

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

24. 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

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

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

26. Use of Excess Revenue

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

27. ADP testing Gross and/or Net Compensation

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

28. After-Tax Roth Conversion

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

29. Updating documents since 1997

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

30. Highly Compensated Partner

    By MGOAdmin, January 22, 2015   

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

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

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

32. Change in Vesting Schedule? Or Not?

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

33. Notice requirement - changing 401k match

    By max2000, January 14, 2015   

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

34. Controlled Group - Voting vs. Non-voting

    By MGOAdmin, January 22, 2015   

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

35. Roth Rollover to 401(k) Plan

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

36. 401(k) deferral not started by employer

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

37. 401k/PS plan - unused sick leave contribution

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

38. Multiple Matching Formulas

    By LANDO, January 20, 2015   

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

39. Successor Plan

    By John Feldt ERPA CPC QPA, January 19, 2015   

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

40. 1099-R Question

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

41. Participating Employer Adoption Discretionary Amendment

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

42. 401K Margin Trading Account

    By Guest will, June 6, 2013
    • 5 replies
    • 13.5k views
    • 
    • CaptainObvious
    • January 17, 2015

43. Discretionary Matches and Safe Harbor 401(k) Plans

    By katieinny, October 21, 2002
    • 36 replies
    • 15.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 16, 2015

44. Deemed 125 Compensation?

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

45. 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

46. Entry date for a rehired participant?

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

47. issue corrected W2 or not?

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

48. 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

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

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

50. Participant Communications/Notice Requirements

    By Nassau, January 7, 2015   

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