401(k) Plans

19,423 topics in this forum

1. CFP Experience Requirement - TPA

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

2. rehired participants and re-entry.

   By Lori H, May 11, 2015
   • 7 replies
   • 3.2k views
   • 
   • ESOP Guy
   • May 12, 2015

3. Delayed Investment of Employee Deferrals

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

4. bonus comp never withheld on for 10+ years

   By WCC, May 11, 2015
   • 2 replies
   • 1.2k views
   • 
   • khn
   • May 12, 2015

5. Auto Enrollment / Corbel Document

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

6. Control Group Question

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

7. Non-Safe Harbor Matching Question

   By Stash026, May 11, 2015
   • 2 replies
   • 1.8k views
   • 
   • Stash026
   • May 11, 2015

8. Accrued Interest calculation for loan correction under VCP

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

9. SH Match True-Up

   By khn, May 7, 2015
   • 4 replies
   • 1.4k views
   • 
   • khn
   • May 8, 2015

10. Fiscal Year 401k / Deferral Limits

    By cheersmate, May 6, 2015   

    • fiscal year
    • maximum limits
    • 2 replies
    • 3.7k views
    • 
    • cheersmate
    • May 6, 2015

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

    By spiritrider, May 5, 2015
    • 5 replies
    • 2.9k views
    • 
    • ETA Consulting LLC
    • May 6, 2015

12. new corp assumes sponsorship of old plan

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

13. Senior moment

    By thepensionmaven, April 20, 2015
    • 6 replies
    • 1.3k views
    • 
    • Tom Poje
    • May 4, 2015

14. 401(k) refund due to company acquisition

    By R. Butler, April 21, 2015
    • 4 replies
    • 1.3k views
    • 
    • R. Butler
    • May 1, 2015

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

    By UM1234, April 7, 2015
    • 3 replies
    • 1.8k views
    • 
    • UM1234
    • April 30, 2015

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

    By rblum50, April 28, 2015   

    • 401(k) Plan
    • 2 replies
    • 2.6k views
    • 
    • shERPA
    • April 29, 2015

17. ASPPA Virtual Conference / ERPA CE Credit

    By austin3515, April 29, 2015
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • April 29, 2015

18. safe harbor or not?

    By Santo Gold, April 28, 2015
    • 9 replies
    • 2.2k views
    • 
    • Kevin C
    • April 29, 2015

19. Distribution Fees on ADP Refunds

    By Archimage, April 28, 2015
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • April 29, 2015

20. Participants in Multiple TDFs

    By khn, April 24, 2015
    • 4 replies
    • 1.6k views
    • 
    • khn
    • April 28, 2015

21. After-tax contributions - how to contribute?

    By Guest paytaxesforusa, December 17, 2014
    • 14 replies
    • 5.8k views
    • 
    • Belgarath
    • April 28, 2015

22. 401k loan default

    By tomaszp, February 17, 2015
    • 9 replies
    • 3.4k views
    • 
    • ESOP Guy
    • April 27, 2015

23. QSLOB? Less than 50 employees?

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

24. Prevailing wage & 410(b)

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

25. Time Limitations for 410b Amnd?

    By Zorro1k, April 23, 2015   

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

      Tagged with:

      • 410b
      • corrective amendment
      • failure
    • 14 replies
    • 2.5k views
    • 
    • Kevin C
    • April 24, 2015

26. Restating Documents

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

27. 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

28. Is New Comparability Formula Creating a CODA?

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

29. deduction timing

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

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

    By Jim Chad, April 22, 2015
    • 2 replies
    • 1k views
    • 
    • Bird
    • April 22, 2015

31. 10% Contribution % for QACA

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

32. 1099 Income for Partner

    By Rai401k, April 22, 2015
    • 3 replies
    • 1.8k views
    • 
    • jpod
    • April 22, 2015

33. Plan with no last day of plan year elected

    By Craig Schiller, March 26, 2015
    • 30 replies
    • 4.5k views
    • 
    • austin3515
    • April 22, 2015

34. Collateralized Security in 401k

    By goldtpa, April 21, 2015
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • April 21, 2015

35. Termination

    By msmith55, April 21, 2015   

    • nonvested
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • April 21, 2015

36. HArdship Distribution Documentation / IRS NEwsletter

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

37. Controlled Group - Family Attribution

    By commishvp, April 20, 2015
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • April 21, 2015

38. Two 1099 Rs for the same amount

    By dropframe, April 14, 2015   

    • 1099R 1099-R 1099 R
    • 5 replies
    • 2.7k views
    • 
    • Appleby
    • April 20, 2015

39. Stopping Match on Catch-Up Contributions

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

40. Use Match for TH?

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

41. Trustee is a convicted Felon and in Prison

    By sbsfpension, April 16, 2015
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • April 16, 2015

42. Schedule K-1 for 401(k) Plan Participant

    By SycamoreFan, March 4, 2015
    • 15 replies
    • 12.7k views
    • 
    • Peter Gulia
    • April 16, 2015

43. WIthdrawing your 401k account at age 65 & still working

    By ratherbereading, April 15, 2015   

    • retirement age
    • 401k
    • 7 replies
    • 5.6k views
    • 
    • ratherbereading
    • April 15, 2015

44. Safe Harbor 3% funded each payroll

    By Rai401k, March 26, 2015
    • 8 replies
    • 3k views
    • 
    • Bird
    • April 15, 2015

45. ADP Test Compensation

    By Buckoosier, April 13, 2015
    • 3 replies
    • 1.1k views
    • 
    • Buckoosier
    • April 14, 2015

46. Deduct Profit Sharing Contributions After Filing Personal Tax Returns

    By YankeeFan, April 14, 2015
    • 4 replies
    • 4k views
    • 
    • jpod
    • April 14, 2015

47. 410(b)(6)

    By R. Butler, April 13, 2015
    • 2 replies
    • 1.5k views
    • 
    • shERPA
    • April 13, 2015

48. Gateway and Rounding

    By justatester, April 13, 2015
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • April 13, 2015

49. top heavy test: include PS rec'ble?

    By doombuggy, April 10, 2015   

    • top heavy test
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • April 13, 2015

50. Safe Harbor Contribution to Owners

    By Danny CPA, April 10, 2015
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • April 12, 2015