401(k) Plans

19,275 topics in this forum

1. Excludable Employees

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

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

   By Guest notmyhand, December 2, 2014
   • 8 replies
   • 15.8k views
   • 
   • Farmergal
   • December 17, 2015

3. 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

4. After-Tax Contributions

   By Guest SSSP, December 1, 2014
   • 12 replies
   • 2.6k views
   • 
   • John Feldt ERPA CPC QPA
   • December 11, 2014

5. Plan Deferral Limit ?

   By pholosofizer, December 1, 2014
   • 4 replies
   • 956 views
   • 
   • Bird
   • December 1, 2014

6. Asset sale plan merger

   By R. Butler, December 1, 2014
   • 8 replies
   • 3.4k views
   • 
   • BW
   • December 4, 2014

7. 401(k) Plan excluding EE's by Job Title

   By Alex Daisy, November 25, 2014
   • 10 replies
   • 1.9k views
   • 
   • pholosofizer
   • December 1, 2014

8. annuity in target-date fund?

   By Peter Gulia, November 25, 2014   

   • investment alternative
   • 3 replies
   • 952 views
   • 
   • GMK
   • November 26, 2014

9. 414(s) Testing

   By justatester, November 24, 2014
   • 1 reply
   • 1.7k views
   • 
   • Kevin C
   • December 3, 2014

10. One person LLC w/1 Employee - Solo 401k?

    By jsmith1985, November 23, 2014
    • 24 replies
    • 4.7k views
    • 
    • jsmith1985
    • December 17, 2014

11. One person LLC, Solo 401k, 1 Employee - Question

    By jsmith1985, November 23, 2014
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • November 24, 2014

12. Amending out of 100% QPSA

    By Craig Garner, November 20, 2014
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • November 21, 2014

13. ADP Test - Owner dies

    By pensionnube, November 20, 2014   

    • ADP test off plan year
    • 2 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • November 21, 2014

14. FIN for a sole proprietorship

    By KevinMc, November 20, 2014
    • 5 replies
    • 1.6k views
    • 
    • movedon
    • November 20, 2014

15. "true up" for self employed

    By JButtrick, November 20, 2014
    • 8 replies
    • 1.9k views
    • 
    • Craig Garner
    • November 21, 2014

16. Rechacterization of Salary Reduction to ROTH within a 401(k) Plan

    By Guest Jules1, November 18, 2014
    • 5 replies
    • 1.1k views
    • 
    • K2retire
    • November 20, 2014

17. Enhanced Safe Harbor MAtch

    By 52626, November 18, 2014
    • 4 replies
    • 1.7k views
    • 
    • Lou S.
    • November 18, 2014

18. Forfeitures and Safe Harbor Match

    By imchipbrown, November 17, 2014   

    • Forfeiture Safe Harbor Match
    • 28 replies
    • 12.6k views
    • 
    • austin3515
    • November 25, 2014

19. Gateway Minimum

    By LMD1, November 17, 2014
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • November 17, 2014

20. Missing participant is deceased

    By JKW, November 17, 2014
    • 3 replies
    • 1k views
    • 
    • JKW
    • November 20, 2014

21. 401(k) Borrowing

    By Guest John P., November 14, 2014
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • November 15, 2014

22. Prohibitted Transaction?

    By austin3515, November 14, 2014
    • 29 replies
    • 2.9k views
    • 
    • chc93
    • November 18, 2014

23. QNEC to pass 410b

    By Guest mdelin, November 13, 2014
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • November 13, 2014

24. Correcting Profit Sharing Allocation

    By 52626, November 12, 2014
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • November 13, 2014

25. Ownership/Family attribution in a 501c3 401k plan possible?

    By 401QUE, November 11, 2014   

    • ownership attribution
    • nonprofit
    • (and 1 more)

      Tagged with:

      • ownership attribution
      • nonprofit
      • HCE determination
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • November 12, 2014

26. Forfeiture of Matching Contributions Due to Failed ADP Test

    By Guest Lentils, November 11, 2014
    • 7 replies
    • 6.3k views
    • 
    • Tom Poje
    • March 14, 2016

27. Determination of Controlled Group

    By pixmax, November 11, 2014
    • 4 replies
    • 1k views
    • 
    • Lou S.
    • November 12, 2014

28. Revenue Sharing Realloaction Funds to participants

    By Guest cdecastro78, November 10, 2014
    • 2 replies
    • 970 views
    • 
    • chc93
    • November 13, 2014

29. Tips - W-2 comp definition - safe harbor match per payroll

    By Belgarath, November 10, 2014
    • 5 replies
    • 4.6k views
    • 
    • Belgarath
    • November 11, 2014

30. NRA in new plan's document

    By doombuggy, November 10, 2014   

    • normal retirement age
    • 10 replies
    • 2.7k views
    • 
    • Peter Gulia
    • November 11, 2014

31. Which States don't follow Roth tax treatment?

    By Peter Gulia, November 10, 2014   

    • Roth 401(k)
    • 0 replies
    • 719 views
    • 
    • Peter Gulia
    • November 10, 2014

32. Eligibility after break in service

    By Guest jpelle, November 10, 2014
    • 1 reply
    • 1k views
    • 
    • ESOP Guy
    • November 10, 2014

33. Multiple 401(k) Plans

    By Guest Grumpy456, November 8, 2014
    • 1 reply
    • 846 views
    • 
    • Tom Poje
    • November 10, 2014

34. Prior Year Testing

    By CLE401kGuy, November 7, 2014
    • 1 reply
    • 840 views
    • 
    • Tom Poje
    • November 10, 2014

35. Negative 401(k) payroll contribution

    By justasking, November 7, 2014
    • 1 reply
    • 2.9k views
    • 
    • Lou S.
    • November 7, 2014

36. LTD to Active Status and 401(k) loan

    By justasking, November 7, 2014
    • 2 replies
    • 998 views
    • 
    • Lou S.
    • November 7, 2014

37. Partners in S Corp, C Corp, or LLC: K-1: What is earned Income?

    By Alex Daisy, November 7, 2014
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • November 7, 2014

38. Change in partnership

    By pmacduff, November 7, 2014
    • 6 replies
    • 964 views
    • 
    • pmacduff
    • November 12, 2014

39. Removing last day provision for lay off employees

    By justatester, November 7, 2014
    • 0 replies
    • 877 views
    • 
    • justatester
    • November 7, 2014

40. Auto Enrollment - Safe Harbor Plan

    By austin3515, November 6, 2014
    • 4 replies
    • 1.6k views
    • 
    • austin3515
    • November 7, 2014

41. Pros/Cons of After tax contributions?

    By kwalified, November 6, 2014
    • 17 replies
    • 5.5k views
    • 
    • Guest
    • November 14, 2014

42. Minor Children and 401k Eligibility

    By JH1, November 5, 2014
    • 4 replies
    • 3.5k views
    • 
    • Tom Poje
    • November 5, 2014

43. Lost earnings rate of return

    By cpc0506, November 4, 2014
    • 4 replies
    • 1.4k views
    • 
    • ESOP Guy
    • November 6, 2014

44. Letter from IRS saying 5500 EZ has wrong EIN

    By Jim Chad, November 4, 2014
    • 2 replies
    • 2.1k views
    • 
    • Bird
    • November 4, 2014

45. Annual QDIA Notice and 404c Compliance

    By khn, November 3, 2014
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • November 4, 2014

46. Minimum Acct Balances

    By austin3515, November 3, 2014
    • 23 replies
    • 2.5k views
    • 
    • austin3515
    • November 6, 2014

47. EACA

    By Alex Daisy, November 3, 2014
    • 2 replies
    • 1k views
    • 
    • Alex Daisy
    • November 7, 2014

48. Plan Year Ends within Tax Year

    By Dougsbpc, November 3, 2014
    • 0 replies
    • 725 views
    • 
    • Dougsbpc
    • November 3, 2014

49. Huh??

    By thepensionmaven, November 2, 2014
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • November 4, 2014

50. 9/30/2014 PYE and catch up

    By Chippy, October 31, 2014
    • 3 replies
    • 914 views
    • 
    • Lou S.
    • October 31, 2014