401(k) Plans

19,468 topics in this forum

1. Control Group Question

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

2. Non-Safe Harbor Matching Question

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

3. Accrued Interest calculation for loan correction under VCP

   By LMD1, May 10, 2015
   • 1 reply
   • 1.3k views
   • 
   • ETA Consulting LLC
   • May 10, 2015

4. SH Match True-Up

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

5. Fiscal Year 401k / Deferral Limits

   By cheersmate, May 6, 2015   

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

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

   By spiritrider, May 5, 2015
   • 5 replies
   • 3k views
   • 
   • ETA Consulting LLC
   • May 6, 2015

7. new corp assumes sponsorship of old plan

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

8. Senior moment

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

9. 401(k) refund due to company acquisition

   By R. Butler, April 21, 2015
   • 4 replies
   • 1.4k views
   • 
   • R. Butler
   • May 1, 2015

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

    By UM1234, April 7, 2015
    • 3 replies
    • 1.9k views
    • 
    • UM1234
    • April 30, 2015

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

    By rblum50, April 28, 2015   

    • 401(k) Plan
    • 2 replies
    • 2.7k views
    • 
    • shERPA
    • April 29, 2015

12. ASPPA Virtual Conference / ERPA CE Credit

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

13. safe harbor or not?

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

14. Distribution Fees on ADP Refunds

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

15. Participants in Multiple TDFs

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

16. After-tax contributions - how to contribute?

    By Guest paytaxesforusa, December 17, 2014
    • 14 replies
    • 6.1k views
    • 
    • Belgarath
    • April 28, 2015

17. 401k loan default

    By tomaszp, February 17, 2015
    • 9 replies
    • 3.6k views
    • 
    • ESOP Guy
    • April 27, 2015

18. QSLOB? Less than 50 employees?

    By justanotheradmin, April 27, 2015
    • 1 reply
    • 1.9k views
    • 
    • Lou S.
    • April 27, 2015

19. Prevailing wage & 410(b)

    By TPApril, April 25, 2015
    • 1 reply
    • 1.8k views
    • 
    • Lou S.
    • April 27, 2015

20. Time Limitations for 410b Amnd?

    By Zorro1k, April 23, 2015   

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

      Tagged with:

      • 410b
      • corrective amendment
      • failure
    • 14 replies
    • 2.7k views
    • 
    • Kevin C
    • April 24, 2015

21. Restating Documents

    By coleboy, April 24, 2015
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • April 24, 2015

22. 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

23. Is New Comparability Formula Creating a CODA?

    By Susan S., April 22, 2015
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • April 23, 2015

24. deduction timing

    By gregburst, April 22, 2015
    • 4 replies
    • 1.5k views
    • 
    • mbozek
    • April 23, 2015

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

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

26. 10% Contribution % for QACA

    By Flyboyjohn, April 21, 2015
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • April 22, 2015

27. 1099 Income for Partner

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

28. Plan with no last day of plan year elected

    By Craig Schiller, March 26, 2015
    • 30 replies
    • 4.7k views
    • 
    • austin3515
    • April 22, 2015

29. Collateralized Security in 401k

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

30. Termination

    By msmith55, April 21, 2015   

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

31. HArdship Distribution Documentation / IRS NEwsletter

    By austin3515, April 20, 2015
    • 4 replies
    • 3.3k views
    • 
    • austin3515
    • April 21, 2015

32. Controlled Group - Family Attribution

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

33. Two 1099 Rs for the same amount

    By dropframe, April 14, 2015   

    • 1099R 1099-R 1099 R
    • 5 replies
    • 2.8k views
    • 
    • Appleby
    • April 20, 2015

34. Stopping Match on Catch-Up Contributions

    By khn, April 17, 2015
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • April 19, 2015

35. Use Match for TH?

    By David, April 13, 2015
    • 4 replies
    • 1.2k views
    • 
    • Bill Presson
    • April 16, 2015

36. Trustee is a convicted Felon and in Prison

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

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

    By SycamoreFan, March 4, 2015
    • 15 replies
    • 13k views
    • 
    • Peter Gulia
    • April 16, 2015

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

    By ratherbereading, April 15, 2015   

    • retirement age
    • 401k
    • 7 replies
    • 5.7k views
    • 
    • ratherbereading
    • April 15, 2015

39. Safe Harbor 3% funded each payroll

    By Rai401k, March 26, 2015
    • 8 replies
    • 3.2k views
    • 
    • Bird
    • April 15, 2015

40. ADP Test Compensation

    By Buckoosier, April 13, 2015
    • 3 replies
    • 1.2k views
    • 
    • Buckoosier
    • April 14, 2015

41. Deduct Profit Sharing Contributions After Filing Personal Tax Returns

    By YankeeFan, April 14, 2015
    • 4 replies
    • 4.1k views
    • 
    • jpod
    • April 14, 2015

42. 410(b)(6)

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

43. Gateway and Rounding

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

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

    By doombuggy, April 10, 2015   

    • top heavy test
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • April 13, 2015

45. Safe Harbor Contribution to Owners

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

46. Determining 415 comp with earned income and w-2

    By 401kQ's, April 10, 2015   

    • earned income
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • April 10, 2015

47. Hardship Withdrawal - Natural Disaster

    By LMOC, April 2, 2015
    • 2 replies
    • 2.1k views
    • 
    • LMOC
    • April 6, 2015

48. senior moment

    By thepensionmaven, April 4, 2015
    • 1 reply
    • 968 views
    • 
    • Bill Presson
    • April 5, 2015

49. Form 1098-Q QLAC Reporting

    By erisa29, April 5, 2015
    • 0 replies
    • 1.6k views
    • 
    • erisa29
    • April 5, 2015

50. Employer 401K Contribution to personal 401K plans

    By mitchelt, April 4, 2015
    • 2 replies
    • 944 views
    • 
    • mitchelt
    • April 4, 2015