401(k) Plans

19,275 topics in this forum

1. Matching Contributions

   By ratherbereading, January 8, 2015   

   • 401k
   • match
   • 9 replies
   • 1.6k views
   • 
   • Belgarath
   • January 8, 2015

2. Cavanaugh Investigations, P.C.

   By austin3515, January 6, 2015
   • 6 replies
   • 1.4k views
   • 
   • austin3515
   • January 8, 2015

3. H2B workers

   By R. Butler, January 5, 2015
   • 5 replies
   • 2.7k views
   • 
   • Kevin C
   • January 7, 2015

4. Non Deductible Contributions to DC Plan

   By TPA Bob, December 31, 2014
   • 9 replies
   • 1.4k views
   • 
   • Belgarath
   • January 6, 2015

5. Deadline for using Money in Erisa Budget/ Excess Revenue Accounts

   By khn, January 6, 2015
   • 0 replies
   • 803 views
   • 
   • khn
   • January 6, 2015

6. Safe harbor "maybe" plan - amendments

   By Belgarath, January 5, 2015
   • 7 replies
   • 2.7k views
   • 
   • Bird
   • January 6, 2015

7. Correction for deferral made after hardship withdrawal

   By BG5150, January 5, 2015
   • 1 reply
   • 4.7k views
   • 
   • Tom Poje
   • January 6, 2015

8. matching contribution for controlled group

   By Pixie, January 5, 2015   

   • match
   • controlled group
   • 1 reply
   • 1.2k views
   • 
   • Lou S.
   • January 5, 2015

9. 501c3 / 401k Plan

   By austin3515, January 4, 2015
   • 5 replies
   • 1.6k views
   • 
   • austin3515
   • January 5, 2015

10. voluntary contribuitons

    By 52626, December 31, 2014
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • January 3, 2015

11. HELP :) In Plan Roth Conversion (Last Minute!)

    By austin3515, December 31, 2014
    • 11 replies
    • 1.4k views
    • 
    • Briandfox
    • January 3, 2015

12. Last Day of Quarter provision on match

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

13. Rules, Ceasing a Non-Safe Harbor Match

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

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

    By mattmc82, December 29, 2014
    • 7 replies
    • 1.4k views
    • 
    • Peter Gulia
    • January 1, 2015

15. 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

16. 401k withholding and rehires

    By CLE401kGuy, December 18, 2014
    • 8 replies
    • 3.1k views
    • 
    • Peter Gulia
    • December 30, 2014

17. Nonelective Contribution Requirement with respect to HCE

    By Ehill, December 29, 2014
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • December 30, 2014

18. 401k distribution to purchase house (special circumstances)

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

19. 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

20. Late Deposit of Contributions

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

21. short plan year end - entry dates

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

22. ACP Failures / SCP

    By austin3515, December 23, 2014
    • 3 replies
    • 1.1k views
    • 
    • Lou S.
    • December 23, 2014

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

    By AndrewZ, December 22, 2014
    • 5 replies
    • 1.9k views
    • 
    • AndrewZ
    • December 23, 2014

24. Match True Up

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

25. 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

26. LLC taxed as a sub s

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

27. Matching Contribution -True up

    By Nassau, July 8, 2013
    • 7 replies
    • 7.1k views
    • 
    • 401king
    • December 22, 2014

28. Vesting

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

29. crediting service /waiving eligibility

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

30. RMD from PS + designated ROTH account

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

31. 3% SH and excluding bonuses from compensation

    By bevfair, December 17, 2014
    • 10 replies
    • 6.1k views
    • 
    • Bird
    • December 19, 2014

32. Withholding required on in-service withdrawals?

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

33. Deferral correction

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

34. ADP / Net Comp Testing

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

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

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

36. 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

37. After Tax Contribution HYPE!

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

38. Mistake of Fact ???!!!

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

39. Company hires Collective Bargain employees - need direction

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

40. Change in ownership

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

41. Amend Plan Entry Dates

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

42. 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

43. ADP Safe Harbor, Midyear Expansion in Eligibility

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

44. Over Deposits being used to fund QNEC or SH

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

45. Can Participant be excluded prospectively?

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

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

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

47. After-Tax Contributions

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

48. Prevailing Wage and prior year testing

    By cpc0506, December 9, 2014
    • 5 replies
    • 2.2k views
    • 
    • Lou S.
    • December 9, 2014

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

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

50. Evaluating a Plan for Tax Efficiency

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