401(k) Plans

19,299 topics in this forum

1. Matching Contribution -True up

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

2. Vesting

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

3. crediting service /waiving eligibility

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

4. RMD from PS + designated ROTH account

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

5. 3% SH and excluding bonuses from compensation

   By bevfair, December 17, 2014
   • 10 replies
   • 6.2k views
   • 
   • Bird
   • December 19, 2014

6. Withholding required on in-service withdrawals?

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

7. Deferral correction

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

8. ADP / Net Comp Testing

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

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

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

10. 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

11. After Tax Contribution HYPE!

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

12. Mistake of Fact ???!!!

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

13. Company hires Collective Bargain employees - need direction

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

14. Change in ownership

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

15. Amend Plan Entry Dates

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

16. 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

17. ADP Safe Harbor, Midyear Expansion in Eligibility

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

18. Over Deposits being used to fund QNEC or SH

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

19. Can Participant be excluded prospectively?

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

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

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

21. After-Tax Contributions

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

22. Prevailing Wage and prior year testing

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

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

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

24. Evaluating a Plan for Tax Efficiency

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

25. Required Minimum Distributions - 5% Owner Sold His Stake

    By newplananalyst, December 8, 2014
    • 6 replies
    • 2.7k views
    • 
    • ETA Consulting LLC
    • December 9, 2014

26. Former Partner as Trustee

    By austin3515, December 5, 2014
    • 16 replies
    • 1.8k views
    • 
    • Peter Gulia
    • December 8, 2014

27. Plan Legal Documents as Settlor Functions

    By CLE401kGuy, December 3, 2014
    • 6 replies
    • 2.1k views
    • 
    • Kevin C
    • December 8, 2014

28. USERRA

    By pookah, December 4, 2014   

    • userra
    • testing
    • (and 1 more)

      Tagged with:

      • userra
      • testing
      • contribitions
    • 6 replies
    • 2.5k views
    • 
    • chc93
    • December 8, 2014

29. Limitation of regular contributions to 401(k) plan

    By Guest casey5, December 7, 2014   

    • 401(k) plan
    • 1 reply
    • 940 views
    • 
    • QDROphile
    • December 7, 2014

30. Excludable Employees

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

31. QSLOB and service between employers

    By BW, December 4, 2014
    • 5 replies
    • 1.5k views
    • 
    • ESOP Guy
    • December 5, 2014

32. Asset sale plan merger

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

33. one or two ADP tests

    By Tom Poje, December 4, 2014
    • 3 replies
    • 1.1k views
    • 
    • BW
    • December 4, 2014

34. 414(s) Testing

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

35. Excess deferral - 2 plans

    By ombskid, March 21, 2014
    • 7 replies
    • 4.1k views
    • 
    • K2retire
    • December 2, 2014

36. 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

37. Plan Deferral Limit ?

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

38. 401(k) Plan excluding EE's by Job Title

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

39. annuity in target-date fund?

    By Peter Gulia, November 25, 2014   

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

40. Forfeitures and Safe Harbor Match

    By imchipbrown, November 17, 2014   

    • Forfeiture Safe Harbor Match
    • 28 replies
    • 12.7k views
    • 
    • austin3515
    • November 25, 2014

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

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

42. ADP Test - Owner dies

    By pensionnube, November 20, 2014   

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

43. Amending out of 100% QPSA

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

44. "true up" for self employed

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

45. FIN for a sole proprietorship

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

46. 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

47. Missing participant is deceased

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

48. Prohibitted Transaction?

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

49. Enhanced Safe Harbor MAtch

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

50. Gateway Minimum

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