401(k) Plans

19,321 topics in this forum

1. Partner wants to transfer stock from personal fund into 401k for his deferral.

   By jkharvey, December 30, 2014   

   • Prohibited transaction?
   • 2 replies
   • 1.1k views
   • 
   • Peter Gulia
   • December 31, 2014

2. Rules, Ceasing a Non-Safe Harbor Match

   By Briandfox, December 30, 2014
   • 3 replies
   • 1.1k views
   • 
   • Briandfox
   • January 2, 2015

3. Nonelective Contribution Requirement with respect to HCE

   By Ehill, December 29, 2014
   • 5 replies
   • 1.2k views
   • 
   • BG5150
   • December 30, 2014

4. Advantage to limit deferrals to high % of comp?

   By mattmc82, December 29, 2014
   • 7 replies
   • 1.5k views
   • 
   • Peter Gulia
   • January 1, 2015

5. 401k distribution to purchase house (special circumstances)

   By Guest sbjmg, December 27, 2014
   • 3 replies
   • 997 views
   • 
   • jpod
   • December 29, 2014

6. Failure to make 3% Safe Harbor Contribution

   By JRN, December 24, 2014   

   • Safe Harbor Failure
   • 2 replies
   • 2.3k views
   • 
   • John Feldt ERPA CPC QPA
   • December 26, 2014

7. short plan year end - entry dates

   By Chippy, December 23, 2014
   • 2 replies
   • 1.3k views
   • 
   • Chippy
   • December 24, 2014

8. ACP Failures / SCP

   By austin3515, December 23, 2014
   • 3 replies
   • 1.2k views
   • 
   • Lou S.
   • December 23, 2014

9. Last Day of Quarter provision on match

   By austin3515, December 23, 2014
   • 28 replies
   • 3.1k views
   • 
   • GMK
   • January 2, 2015

10. TPA Necessary for a Solo(K)?

    By Guest snmhanson, December 22, 2014
    • 2 replies
    • 3.9k views
    • 
    • John Feldt ERPA CPC QPA
    • December 23, 2014

11. LLC taxed as a sub s

    By ombskid, December 22, 2014
    • 1 reply
    • 921 views
    • 
    • jpod
    • December 22, 2014

12. Top Heavy minimum in 401(k) plan triggered by SEP IRA contribution?

    By AndrewZ, December 22, 2014
    • 5 replies
    • 2k views
    • 
    • AndrewZ
    • December 23, 2014

13. Match True Up

    By LMOC, December 22, 2014
    • 5 replies
    • 1.6k views
    • 
    • QDROphile
    • December 23, 2014

14. Late Deposit of Contributions

    By PFranckowiak, December 19, 2014
    • 15 replies
    • 4k views
    • 
    • ESOP Guy
    • December 24, 2014

15. Withholding required on in-service withdrawals?

    By RayJJohnsonJr, December 19, 2014
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • December 19, 2014

16. crediting service /waiving eligibility

    By Scuba 401, December 19, 2014
    • 2 replies
    • 840 views
    • 
    • QDROphile
    • December 20, 2014

17. Vesting

    By katie58, December 18, 2014
    • 12 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2014

18. 401k withholding and rehires

    By CLE401kGuy, December 18, 2014
    • 8 replies
    • 3.2k views
    • 
    • Peter Gulia
    • December 30, 2014

19. RMD from PS + designated ROTH account

    By Guest Dave Peckham, December 18, 2014
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • December 20, 2014

20. ADP / Net Comp Testing

    By austin3515, December 17, 2014
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • December 18, 2014

21. 3% SH and excluding bonuses from compensation

    By bevfair, December 17, 2014
    • 10 replies
    • 6.3k views
    • 
    • Bird
    • December 19, 2014

22. After-tax contributions - how to contribute?

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

23. Company hires Collective Bargain employees - need direction

    By HarleyBabe, December 16, 2014
    • 9 replies
    • 1.3k views
    • 
    • Stable Two Financial
    • December 17, 2014

24. After Tax Contribution HYPE!

    By Rai401k, December 16, 2014
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • December 17, 2014

25. Change in ownership

    By 52626, December 16, 2014
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • December 16, 2014

26. Nationwide class-action settlement - does it help your clients?

    By Peter Gulia, December 16, 2014   

    • disclosure revenue-sharing
    • 0 replies
    • 1.2k views
    • 
    • Peter Gulia
    • December 16, 2014

27. Amend Plan Entry Dates

    By austin3515, December 16, 2014
    • 8 replies
    • 2.3k views
    • 
    • austin3515
    • December 16, 2014

28. Plan Termination Due to Merger of 2 Companies into Another New Company

    By Anagoge, December 16, 2014
    • 6 replies
    • 1.7k views
    • 
    • Anagoge
    • December 17, 2014

29. Deferral correction

    By BW, December 15, 2014
    • 4 replies
    • 1.2k views
    • 
    • Beemer
    • December 19, 2014

30. Over Deposits being used to fund QNEC or SH

    By jkharvey, December 12, 2014
    • 2 replies
    • 974 views
    • 
    • SearchLight
    • December 15, 2014

31. ADP Safe Harbor, Midyear Expansion in Eligibility

    By Briandfox, December 12, 2014
    • 5 replies
    • 1.4k views
    • 
    • BW
    • December 15, 2014

32. Can Participant be excluded prospectively?

    By Dougsbpc, December 12, 2014
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • December 12, 2014

33. Adopting Employer doesn't want to fund safe harbor contribution

    By Rai401k, December 11, 2014
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • December 11, 2014

34. New Comparability w/Integrated Allocation

    By Go401k, December 10, 2014
    • 18 replies
    • 5.6k views
    • 
    • Mike Preston
    • April 20, 2021

35. Mistake of Fact ???!!!

    By BW, December 10, 2014
    • 17 replies
    • 4.4k views
    • 
    • Stable Two Financial
    • December 17, 2014

36. Prevailing Wage and prior year testing

    By cpc0506, December 9, 2014
    • 5 replies
    • 2.3k views
    • 
    • Lou S.
    • December 9, 2014

37. Required Minimum Distributions - 5% Owner Sold His Stake

    By newplananalyst, December 8, 2014
    • 6 replies
    • 2.7k views
    • 
    • ETA Consulting LLC
    • December 9, 2014

38. Limitation of regular contributions to 401(k) plan

    By Guest casey5, December 7, 2014   

    • 401(k) plan
    • 1 reply
    • 965 views
    • 
    • QDROphile
    • December 7, 2014

39. Evaluating a Plan for Tax Efficiency

    By austin3515, December 7, 2014
    • 12 replies
    • 1.7k views
    • 
    • austin3515
    • December 9, 2014

40. Section 125 Cafeteria benefits and deferral into 401k plan

    By 30Rock, December 6, 2014
    • 4 replies
    • 2.6k views
    • 
    • GBurns
    • December 9, 2014

41. Former Partner as Trustee

    By austin3515, December 5, 2014
    • 16 replies
    • 1.8k views
    • 
    • Peter Gulia
    • December 8, 2014

42. failed ADP test after HCE fully paid out

    By Tom Poje, December 5, 2014
    • 4 replies
    • 4.1k views
    • 
    • 401 Chaos
    • March 11, 2015

43. USERRA

    By pookah, December 4, 2014   

    • userra
    • testing
    • (and 1 more)

      Tagged with:

      • userra
      • testing
      • contribitions
    • 6 replies
    • 2.6k views
    • 
    • chc93
    • December 8, 2014

44. QSLOB and service between employers

    By BW, December 4, 2014
    • 5 replies
    • 1.5k views
    • 
    • ESOP Guy
    • December 5, 2014

45. one or two ADP tests

    By Tom Poje, December 4, 2014
    • 3 replies
    • 1.1k views
    • 
    • BW
    • December 4, 2014

46. Plan Legal Documents as Settlor Functions

    By CLE401kGuy, December 3, 2014
    • 6 replies
    • 2.1k views
    • 
    • Kevin C
    • December 8, 2014

47. Excludable Employees

    By bzorc, December 3, 2014
    • 16 replies
    • 2.5k views
    • 
    • My 2 cents
    • December 5, 2014

48. S Corp Solo 401k - Can health premiums count as wages?

    By Guest notmyhand, December 2, 2014
    • 8 replies
    • 16.6k views
    • 
    • Farmergal
    • December 17, 2015

49. Recurring Contributions for 401(k) Plan

    By Guest lizannc, December 1, 2014
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • December 1, 2014

50. After-Tax Contributions

    By Guest SSSP, December 1, 2014
    • 12 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • December 11, 2014