401(k) Plans

19,451 topics in this forum

1. QSLOB? Less than 50 employees?

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

2. Prevailing wage & 410(b)

   By TPApril, April 25, 2015
   • 1 reply
   • 1.7k views
   • 
   • Lou S.
   • April 27, 2015

3. Time Limitations for 410b Amnd?

   By Zorro1k, April 23, 2015   

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

     Tagged with:

     • 410b
     • corrective amendment
     • failure
   • 14 replies
   • 2.6k views
   • 
   • Kevin C
   • April 24, 2015

4. Restating Documents

   By coleboy, April 24, 2015
   • 2 replies
   • 1.3k views
   • 
   • Kevin C
   • April 24, 2015

5. 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

6. Is New Comparability Formula Creating a CODA?

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

7. deduction timing

   By gregburst, April 22, 2015
   • 4 replies
   • 1.4k views
   • 
   • mbozek
   • April 23, 2015

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

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

9. 10% Contribution % for QACA

   By Flyboyjohn, April 21, 2015
   • 4 replies
   • 1.7k views
   • 
   • Tom Poje
   • April 22, 2015

10. 1099 Income for Partner

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

11. Plan with no last day of plan year elected

    By Craig Schiller, March 26, 2015
    • 30 replies
    • 4.6k views
    • 
    • austin3515
    • April 22, 2015

12. Collateralized Security in 401k

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

13. Termination

    By msmith55, April 21, 2015   

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

14. HArdship Distribution Documentation / IRS NEwsletter

    By austin3515, April 20, 2015
    • 4 replies
    • 3.2k views
    • 
    • austin3515
    • April 21, 2015

15. Controlled Group - Family Attribution

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

16. 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

17. Stopping Match on Catch-Up Contributions

    By khn, April 17, 2015
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • April 19, 2015

18. Use Match for TH?

    By David, April 13, 2015
    • 4 replies
    • 1.1k views
    • 
    • Bill Presson
    • April 16, 2015

19. Trustee is a convicted Felon and in Prison

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

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

    By SycamoreFan, March 4, 2015
    • 15 replies
    • 12.8k views
    • 
    • Peter Gulia
    • April 16, 2015

21. 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

22. Safe Harbor 3% funded each payroll

    By Rai401k, March 26, 2015
    • 8 replies
    • 3.1k views
    • 
    • Bird
    • April 15, 2015

23. ADP Test Compensation

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

24. Deduct Profit Sharing Contributions After Filing Personal Tax Returns

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

25. 410(b)(6)

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

26. Gateway and Rounding

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

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

    By doombuggy, April 10, 2015   

    • top heavy test
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • April 13, 2015

28. Safe Harbor Contribution to Owners

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

29. 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

30. Hardship Withdrawal - Natural Disaster

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

31. senior moment

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

32. Form 1098-Q QLAC Reporting

    By erisa29, April 5, 2015
    • 0 replies
    • 1.5k views
    • 
    • erisa29
    • April 5, 2015

33. Employer 401K Contribution to personal 401K plans

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

34. hardship for foreclosure

    By Rai401k, March 31, 2015
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • April 3, 2015

35. Roth mixed with in Traditional contributions

    By Pixie, April 2, 2015   

    • Roth
    • Self Directed Account
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • April 3, 2015

36. 401(k) employee contribution missed for 12/24/2014

    By lbrenneman, March 19, 2015
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • April 3, 2015

37. Davis Bacon and the 10% limit on disproportionate QNECs

    By Jerry Erisa, April 1, 2015
    • 1 reply
    • 1.5k views
    • 
    • Jerry Erisa
    • April 1, 2015

38. Who gets the SH match?

    By shERPA, April 1, 2015   

    • different eligibility
    • 2 replies
    • 3.8k views
    • 
    • Tom Poje
    • April 1, 2015

39. Looking for advice... small s-corp 401k challenges

    By kckid, March 30, 2015
    • 17 replies
    • 2.5k views
    • 
    • kckid
    • March 31, 2015

40. Adjusted Vesting Calculation

    By Jegan, March 31, 2015
    • 2 replies
    • 2k views
    • 
    • Jegan
    • March 31, 2015

41. Determining Highly Compensated Employee

    By Stash026, March 31, 2015
    • 2 replies
    • 1.8k views
    • 
    • My 2 cents
    • March 31, 2015

42. Amending Safe Harbor

    By MGOAdmin, March 25, 2015   

    • safe habror
    • amending
    • 7 replies
    • 1.4k views
    • 
    • MGOAdmin
    • March 31, 2015

43. 402(g) Exceeded - Effect on Testing

    By Vlad401k, March 31, 2015
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • March 31, 2015

44. Deferral/Catch Up and Compensation Limit

    By LMOC, March 31, 2015
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 31, 2015

45. Mergers & Acquistions

    By justatester, July 21, 2014   

    • When is BRF required?
    • 3 replies
    • 2.6k views
    • 
    • LMOC
    • March 30, 2015

46. Plan Sponsor Amendment after stock purchase of thte Plan

    By LMOC, March 30, 2015
    • 2 replies
    • 897 views
    • 
    • LMOC
    • March 30, 2015

47. For a merger of 401(k) plans, do you like December 31 or January 1

    By Peter Gulia, June 18, 2014
    • 7 replies
    • 3.5k views
    • 
    • anspai
    • March 29, 2015

48. ADP Refunds in Short Plan Year

    By Gilmore, March 27, 2015
    • 4 replies
    • 1.5k views
    • 
    • Gilmore
    • March 27, 2015

49. Matching 0% of first 5, then dollar for dollar

    By austin3515, March 27, 2015
    • 6 replies
    • 1.5k views
    • 
    • Kevin C
    • March 27, 2015

50. DEFAULTED LOAN

    By ratherbereading, March 27, 2015
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • March 27, 2015