401(k) Plans

19,364 topics in this forum

1. Deferral only plan - coverage problem, or not?

   By John Feldt ERPA CPC QPA, July 1, 2014   

   • deferral only
   • average benefits
   • 3 replies
   • 1.7k views
   • 
   • BettyBoop83
   • February 5, 2015

2. Testing "Most" Otherwise Excludibles Separately

   By austin3515, February 3, 2015
   • 17 replies
   • 1.5k views
   • 
   • MrKnowItLittle
   • February 5, 2015

3. Life expectancy

   By GMK, February 4, 2015
   • 0 replies
   • 807 views
   • 
   • GMK
   • February 4, 2015

4. Roth 401K

   By thepensionmaven, February 3, 2015
   • 5 replies
   • 1.1k views
   • 
   • GMK
   • February 4, 2015

5. Mapping

   By merciless, January 29, 2015
   • 28 replies
   • 8.6k views
   • 
   • ESOP Guy
   • February 4, 2015

6. 401k Accounting for IRA transfer

   By SeanTankarian, February 3, 2015   

   • IRA 401k rollover
   • 1 reply
   • 830 views
   • 
   • QDROphile
   • February 3, 2015

7. 401(k) Plan with Safe Harbor and last day requirement

   By pensionnube, February 2, 2015   

   • 401(k)
   • Safe Harbor
   • (and 3 more)

     Tagged with:

     • 401(k)
     • Safe Harbor
     • Last Day
     • gateway
     • correcive amendment
   • 2 replies
   • 1.5k views
   • 
   • Tom Poje
   • February 2, 2015

8. Purchase of Principal Residence Hardship

   By TPA Bob, February 13, 2013
   • 5 replies
   • 1.7k views
   • 
   • ETA Consulting LLC
   • February 2, 2015

9. Money Purchase to 401(k)

   By rcline46, February 2, 2015
   • 1 reply
   • 898 views
   • 
   • jpod
   • February 2, 2015

10. Switching from elapsed time to counting hours for vesting

    By Rai401k, January 30, 2015
    • 3 replies
    • 4.5k views
    • 
    • Rai401k
    • January 30, 2015

11. Safe Harbor Amendment

    By nancy, January 28, 2015   

    • Safe Harbor
    • 5 replies
    • 1.9k views
    • 
    • Kevin C
    • January 30, 2015

12. Timing of employer matching contributions to a participant's account

    By gle3186, January 28, 2015
    • 13 replies
    • 10.4k views
    • 
    • austin3515
    • January 29, 2015

13. Quarterly Match, Last Day of Quarter, and True-Up

    By Steve Waddo, January 28, 2015
    • 2 replies
    • 1.8k views
    • 
    • ESOP Guy
    • January 28, 2015

14. Can MDs keep their plan after moving employees to ASG?

    By drakecohen, January 26, 2015
    • 8 replies
    • 1.2k views
    • 
    • K2retire
    • January 28, 2015

15. Use of Excess Revenue

    By khn, January 23, 2015
    • 1 reply
    • 890 views
    • 
    • BG5150
    • January 28, 2015

16. ADP testing Gross and/or Net Compensation

    By imchipbrown, January 27, 2015
    • 2 replies
    • 3.3k views
    • 
    • blb25524
    • January 28, 2015

17. After-Tax Roth Conversion

    By Dougsbpc, January 28, 2015
    • 0 replies
    • 1.1k views
    • 
    • Dougsbpc
    • January 28, 2015

18. Updating documents since 1997

    By Jim Chad, January 26, 2015
    • 1 reply
    • 888 views
    • 
    • John Feldt ERPA CPC QPA
    • January 26, 2015

19. Highly Compensated Partner

    By MGOAdmin, January 22, 2015   

    • highly compensated
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • January 26, 2015

20. Can we still make a contribution for Plan year ending 8-31-14?

    By Jim Chad, January 23, 2015
    • 2 replies
    • 781 views
    • 
    • Tom Poje
    • January 23, 2015

21. Change in Vesting Schedule? Or Not?

    By Briandfox, January 22, 2015
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • January 23, 2015

22. Notice requirement - changing 401k match

    By max2000, January 14, 2015   

    • 401k match
    • notice
    • 2 replies
    • 2.9k views
    • 
    • max2000
    • January 23, 2015

23. Controlled Group - Voting vs. Non-voting

    By MGOAdmin, January 22, 2015   

    • controlled group
    • voting
    • 3 replies
    • 2.2k views
    • 
    • austin3515
    • January 22, 2015

24. Roth Rollover to 401(k) Plan

    By 52626, January 20, 2015
    • 3 replies
    • 1.7k views
    • 
    • austin3515
    • January 22, 2015

25. 401(k) deferral not started by employer

    By mlp0816, January 21, 2015
    • 2 replies
    • 892 views
    • 
    • austin3515
    • January 22, 2015

26. 401k/PS plan - unused sick leave contribution

    By t.haley, January 20, 2015
    • 0 replies
    • 1.4k views
    • 
    • t.haley
    • January 20, 2015

27. Multiple Matching Formulas

    By LANDO, January 20, 2015   

    • 401K
    • Match
    • 1 reply
    • 2.2k views
    • 
    • Lou S.
    • January 20, 2015

28. Successor Plan

    By John Feldt ERPA CPC QPA, January 19, 2015   

    • Successor Plan
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • January 20, 2015

29. 1099-R Question

    By austin3515, January 19, 2015
    • 1 reply
    • 819 views
    • 
    • chc93
    • January 20, 2015

30. Participating Employer Adoption Discretionary Amendment

    By austin3515, January 19, 2015
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • January 19, 2015

31. 401K Margin Trading Account

    By Guest will, June 6, 2013
    • 5 replies
    • 14.4k views
    • 
    • CaptainObvious
    • January 17, 2015

32. Discretionary Matches and Safe Harbor 401(k) Plans

    By katieinny, October 21, 2002
    • 36 replies
    • 15.3k views
    • 
    • John Feldt ERPA CPC QPA
    • January 16, 2015

33. Deemed 125 Compensation?

    By Briandfox, January 14, 2015
    • 4 replies
    • 13.3k views
    • 
    • Briandfox
    • January 16, 2015

34. Do I have to file a 5500 for 6 cents?

    By Jim Chad, January 12, 2015
    • 10 replies
    • 1.5k views
    • 
    • Jim Chad
    • January 15, 2015

35. Entry date for a rehired participant?

    By Lori H, January 14, 2015
    • 8 replies
    • 1.9k views
    • 
    • My 2 cents
    • January 14, 2015

36. issue corrected W2 or not?

    By WCC, January 12, 2015
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • January 12, 2015

37. Amending Safe Harbor

    By MGOAdmin, January 12, 2015   

    • 401k
    • safe harbor
    • (and 1 more)

      Tagged with:

      • 401k
      • safe harbor
      • amending
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • January 12, 2015

38. ACP Safe Harbor / $2,500 cap on match

    By austin3515, January 12, 2015
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • January 12, 2015

39. Participant Communications/Notice Requirements

    By Nassau, January 7, 2015   

    • Reenrollment
    • 7 replies
    • 1.8k views
    • 
    • Kevin C
    • January 8, 2015

40. Matching Contributions

    By ratherbereading, January 8, 2015   

    • 401k
    • match
    • 9 replies
    • 1.7k views
    • 
    • Belgarath
    • January 8, 2015

41. Cavanaugh Investigations, P.C.

    By austin3515, January 6, 2015
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • January 8, 2015

42. H2B workers

    By R. Butler, January 5, 2015
    • 5 replies
    • 2.9k views
    • 
    • Kevin C
    • January 7, 2015

43. Non Deductible Contributions to DC Plan

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

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

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

45. Safe harbor "maybe" plan - amendments

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

46. Correction for deferral made after hardship withdrawal

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

47. matching contribution for controlled group

    By Pixie, January 5, 2015   

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

48. 501c3 / 401k Plan

    By austin3515, January 4, 2015
    • 5 replies
    • 1.7k views
    • 
    • austin3515
    • January 5, 2015

49. voluntary contribuitons

    By 52626, December 31, 2014
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • January 3, 2015

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

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