401(k) Plans

19,365 topics in this forum

1. $30,500 in contributions on $26,000 wages?

   By Flyboyjohn, March 2, 2015
   • 3 replies
   • 1.2k views
   • 
   • Belgarath
   • March 9, 2015

2. Safe harbor contribution can't be made

   By Bill Presson, March 6, 2015
   • 5 replies
   • 1.7k views
   • 
   • mbozek
   • March 7, 2015

3. Rollovers

   By ERISAWiz, March 4, 2015
   • 8 replies
   • 1.4k views
   • 
   • ESOP Guy
   • March 5, 2015

4. ADP/ACP Shifting - Prior Year Testing

   By Lou S., March 4, 2015
   • 6 replies
   • 2.6k views
   • 
   • BG5150
   • March 5, 2015

5. Amended After Year-end (Top Paid Group)

   By MGOAdmin, March 3, 2015   

   • amend
   • top paid
   • 3 replies
   • 1.8k views
   • 
   • Kevin C
   • March 3, 2015

6. QSLOB - 50 Employee in Line of Business Rule

   By 401_4_ever, March 3, 2015
   • 1 reply
   • 1.3k views
   • 
   • TPAMan
   • March 3, 2015

7. Rate Group Testing - Mid-Point vs. Actual Coverage %age

   By austin3515, March 3, 2015
   • 7 replies
   • 2.7k views
   • 
   • Tom Poje
   • March 3, 2015

8. Loan Default / Loan Offset - A Doozy...

   By austin3515, March 3, 2015
   • 3 replies
   • 1.3k views
   • 
   • austin3515
   • March 3, 2015

9. correct ADP before 401b?

   By AlbanyConsultant, February 25, 2015
   • 9 replies
   • 1.8k views
   • 
   • AlbanyConsultant
   • March 3, 2015

10. Safe Harbor Contribution and Terminated Participants

    By EEK, March 2, 2015
    • 3 replies
    • 1.7k views
    • 
    • Lou S.
    • March 3, 2015

11. Prior Yr ADP with change in Sponsor

    By TPATC, February 28, 2015   

    • 401k
    • adp
    • (and 1 more)

      Tagged with:

      • 401k
      • adp
      • change in plan sponsor
    • 0 replies
    • 1.3k views
    • 
    • TPATC
    • February 28, 2015

12. Rehire Eligibility

    By MGOAdmin, February 27, 2015   

    • rehire
    • elgibility
    • 2 replies
    • 1.9k views
    • 
    • chc93
    • February 27, 2015

13. January 3, 2014 Paycheck was included in 2013 year

    By Jim Chad, February 27, 2015
    • 3 replies
    • 919 views
    • 
    • Tom Poje
    • February 27, 2015

14. ERISA Outline Book

    By austin3515, February 27, 2015
    • 2 replies
    • 1.5k views
    • 
    • akern
    • February 27, 2015

15. Employer Won't Safe Harbor Plan: Other Options?

    By 401kquestion, February 22, 2015
    • 20 replies
    • 2.7k views
    • 
    • mbozek
    • February 27, 2015

16. 3/15 is Sunday...ADP refunds taken by 3/16 ok?

    By jkharvey, February 25, 2015
    • 9 replies
    • 3.3k views
    • 
    • Belgarath
    • February 26, 2015

17. 401(k) Testing

    By S- Milwaukee, February 24, 2015   

    • ADP test
    • 1 reply
    • 961 views
    • 
    • Lou S.
    • February 24, 2015

18. QDRO

    By austin3515, February 19, 2015
    • 28 replies
    • 5.3k views
    • 
    • mbozek
    • February 24, 2015

19. ACP Failure - Match Funded AFTER March 15th

    By kevind2010, February 19, 2015
    • 4 replies
    • 2.6k views
    • 
    • chc93
    • February 20, 2015

20. Separate forfeiture account

    By ratherbereading, February 19, 2015   

    • Balance forward
    • forfeiture
    • (and 1 more)

      Tagged with:

      • Balance forward
      • forfeiture
      • 401k
    • 3 replies
    • 2k views
    • 
    • Bird
    • February 20, 2015

21. Safe harbor match for HCEs

    By ssntrr, February 19, 2015
    • 2 replies
    • 998 views
    • 
    • ssntrr
    • February 19, 2015

22. Spinoff - new company asset sale - HCEs

    By Lou S., February 18, 2015
    • 2 replies
    • 1.6k views
    • 
    • Lou S.
    • February 18, 2015

23. Plan imposed deferral limits for HCEs

    By cpc0506, February 16, 2015
    • 3 replies
    • 1.7k views
    • 
    • cpc0506
    • February 17, 2015

24. True-up only for individuals who hit the 402(g) limit

    By bitsyhaze, February 16, 2015
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • February 17, 2015

25. Change in Ownership - Closely Held Corp. Top Heavy Requirements

    By LangLangTPA, February 16, 2015
    • 2 replies
    • 1k views
    • 
    • Kevin C
    • February 16, 2015

26. 401(k) Safe Harbor Plan and Participating Employer

    By LMOC, January 23, 2015
    • 6 replies
    • 2.4k views
    • 
    • LMOC
    • February 16, 2015

27. Davis Bacon Plan and QNECs for HCEs

    By Vlad401k, February 13, 2015
    • 2 replies
    • 1.6k views
    • 
    • KATS
    • February 16, 2015

28. Employer Or Employee Paid Medical Benefits?

    By austin3515, February 13, 2015
    • 4 replies
    • 1.1k views
    • 
    • QDROphile
    • February 13, 2015

29. When is a stockholder/owner considered "terminated"?

    By jkharvey, February 13, 2015
    • 3 replies
    • 1.1k views
    • 
    • Bill Presson
    • February 13, 2015

30. Employer Profit Sharing Contribution before 1 YOS eligibility

    By jpmurphjp, February 13, 2015
    • 5 replies
    • 1.7k views
    • 
    • jpmurphjp
    • February 13, 2015

31. annual addition limits

    By pmacduff, February 12, 2015
    • 5 replies
    • 1.5k views
    • 
    • Lou S.
    • February 13, 2015

32. Hardship after loan default

    By Bird, February 11, 2015
    • 6 replies
    • 1.7k views
    • 
    • hr for me
    • February 13, 2015

33. Match As-You-Go w/ Allocation Conditions

    By LANDO, February 12, 2015   

    • Match
    • allocation conditions
    • 4 replies
    • 1.7k views
    • 
    • LANDO
    • February 13, 2015

34. Participant Education

    By 52626, February 11, 2015
    • 5 replies
    • 1.8k views
    • 
    • GMK
    • February 12, 2015

35. Salary Continuation Considered for SH 3% Contribution?

    By chris, February 12, 2015
    • 2 replies
    • 1.7k views
    • 
    • chris
    • February 12, 2015

36. Deferral deposit for large plans

    By 52626, February 10, 2015
    • 16 replies
    • 3.7k views
    • 
    • John Feldt ERPA CPC QPA
    • February 12, 2015

37. Over Match Due to Reaching Comp Limit

    By KTB, February 11, 2015
    • 2 replies
    • 1.2k views
    • 
    • KTB
    • February 11, 2015

38. Inclusion of participant prior to entry date.

    By Lori H, February 10, 2015
    • 4 replies
    • 890 views
    • 
    • Lori H
    • February 11, 2015

39. Voluntary Correction Program - Missed Safe Harbor Contribtions

    By Alex Daisy, February 11, 2015
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • February 11, 2015

40. Simple RMD Question

    By newplananalyst, February 6, 2015
    • 2 replies
    • 889 views
    • 
    • My 2 cents
    • February 11, 2015

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

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

42. Rehire Rules for New Plan

    By clangeland, February 10, 2015
    • 2 replies
    • 1.3k views
    • 
    • clangeland
    • February 10, 2015

43. BR&F - Match formula based on YOS

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

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

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

45. Who can be the plan administrator/trustee?

    By KevinMc, February 6, 2015
    • 4 replies
    • 1.9k views
    • 
    • QDROphile
    • February 10, 2015

46. Related Parties - Insurance Agency

    By TPA Bob, February 9, 2015   

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

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

    By cpc0506, February 6, 2015
    • 3 replies
    • 1.4k views
    • 
    • cpc0506
    • February 6, 2015

48. self employment earnings in a partnership and ADP testing

    By Chippy, February 5, 2015
    • 5 replies
    • 1.7k views
    • 
    • Chippy
    • February 6, 2015

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

    By MrKnowItLittle, February 4, 2015
    • 16 replies
    • 2.7k views
    • 
    • mbozek
    • February 6, 2015

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

    By doombuggy, February 4, 2015   

    • adp testing
    • refunds
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • February 5, 2015