401(k) Plans

19,275 topics in this forum

1. Late Deposit - Lost Earnings

   By MGOAdmin, September 29, 2014   

   • Late deposit
   • lost earnings
   • 4 replies
   • 1.1k views
   • 
   • K2retire
   • October 1, 2014

2. Single-member LLC: how to report owner's 401(k) deferrals to IRS?

   By UM1234, September 29, 2014
   • 3 replies
   • 1.5k views
   • 
   • UM1234
   • October 1, 2014

3. ERISA Preemption

   By austin3515, September 29, 2014
   • 14 replies
   • 2k views
   • 
   • GMK
   • September 30, 2014

4. Late Deposits - DOL Safe Harbor

   By PensionPro, September 29, 2014
   • 5 replies
   • 1.6k views
   • 
   • 401K_AZ
   • October 3, 2014

5. S Corp Owner Contributions

   By coleboy, September 29, 2014
   • 3 replies
   • 975 views
   • 
   • QDROphile
   • September 29, 2014

6. One man plan investing in collectibles

   By jkharvey, September 26, 2014
   • 6 replies
   • 1.4k views
   • 
   • Bird
   • September 29, 2014

7. participants moved to union - in TH calc?

   By AlbanyConsultant, September 25, 2014
   • 1 reply
   • 1.1k views
   • 
   • Kevin C
   • October 1, 2014

8. Contribution Amount to Use on Schedule H

   By Below Ground, September 25, 2014   

   • Payroll Date Stradles PYE
   • 23 replies
   • 2.3k views
   • 
   • Below Ground
   • October 14, 2014

9. Taxation on "late" 402(g) Excesses

   By BG5150, September 25, 2014
   • 3 replies
   • 1k views
   • 
   • Tom Poje
   • September 26, 2014

10. Converting a Simple IRA to a Safe Harbor 401(k)

    By mlp0816, September 25, 2014
    • 4 replies
    • 2.8k views
    • 
    • GMK
    • September 25, 2014

11. Merging a 401k plan into a 403b plan

    By cpc0506, September 25, 2014
    • 7 replies
    • 6.3k views
    • 
    • Ben Jensen
    • July 31, 2024

12. brokerage account only for owner?

    By gregburst, September 23, 2014   

    • goose vs gander
    • 2 replies
    • 978 views
    • 
    • John Feldt ERPA CPC QPA
    • September 24, 2014

13. Converting an existing 401(k) plan to QACA

    By Guest kh1, September 23, 2014
    • 6 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 8, 2014

14. Otherwise excludable employees for ADP testing

    By 30Rock, September 22, 2014
    • 9 replies
    • 2.5k views
    • 
    • 30Rock
    • October 3, 2014

15. Unique ACA issue and participants personal info

    By Lori H, September 19, 2014   

    • Privacy issues?
    • 3 replies
    • 911 views
    • 
    • SearchLight
    • September 19, 2014

16. Safe Harbor Mid Year Amendment - Predecessor Service

    By 52626, September 18, 2014
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • September 19, 2014

17. What is with these recordkeepers and QDRO's

    By austin3515, September 17, 2014
    • 13 replies
    • 1.6k views
    • 
    • SearchLight
    • September 18, 2014

18. Annual Required Participant Notice Question

    By khn, September 17, 2014
    • 1 reply
    • 839 views
    • 
    • GMK
    • September 17, 2014

19. Short Plan Year Safe Harbor Plan

    By Guest lovework, September 17, 2014
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • September 24, 2014

20. New plan with partial year safe harbor provisions

    By cpc0506, September 17, 2014
    • 5 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • September 17, 2014

21. Match as Bonus

    By austin3515, September 16, 2014
    • 7 replies
    • 1.5k views
    • 
    • austin3515
    • September 16, 2014

22. Age waiver in a new document

    By cpc0506, September 16, 2014
    • 1 reply
    • 823 views
    • 
    • John Feldt ERPA CPC QPA
    • September 16, 2014

23. Successor 401(k) Plans - correction thoughts

    By TPApril, September 16, 2014
    • 12 replies
    • 1.9k views
    • 
    • Kevin C
    • September 23, 2014

24. Multiple Employer 401(k)

    By 52626, September 15, 2014
    • 1 reply
    • 794 views
    • 
    • QDROphile
    • September 15, 2014

25. Catch-up & top heavy

    By R. Butler, September 15, 2014
    • 17 replies
    • 5.2k views
    • 
    • legort69
    • November 30, 2017

26. Auto Enroll Auto Escalation

    By austin3515, September 15, 2014
    • 6 replies
    • 1.7k views
    • 
    • austin3515
    • September 16, 2014

27. Top Heavy Exemption if HCEs do not receive Safe Harbor?

    By Guest wickedp1, September 13, 2014   

    • Safe Harbor
    • Top Heavy Exemption
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • September 15, 2014

28. eligible rollover distribution

    By Rai401k, September 12, 2014
    • 1 reply
    • 946 views
    • 
    • John Feldt ERPA CPC QPA
    • September 12, 2014

29. amending a safe harbor Plan

    By pmacduff, September 11, 2014
    • 1 reply
    • 959 views
    • 
    • GMK
    • September 11, 2014

30. Controlled Group - Husband & Wife

    By MGOAdmin, September 11, 2014   

    • controlled group
    • husband
    • (and 2 more)

      Tagged with:

      • controlled group
      • husband
      • wife
      • ownership
    • 7 replies
    • 1.7k views
    • 
    • MGOAdmin
    • September 11, 2014

31. ADP Refund Made Timely but changed after the deadline...

    By MelissaYancy, September 10, 2014   

    • ADP Refunds
    • 5330
    • 3 replies
    • 1.9k views
    • 
    • MelissaYancy
    • September 11, 2014

32. Safe Harbor Contribution not contributed

    By 401kQ's, September 10, 2014   

    • safe harbor
    • plan disqualification.
    • 2 replies
    • 1.1k views
    • 
    • 401kQ's
    • September 10, 2014

33. New Safe Harbor Plan and Control Groups

    By coleboy, September 10, 2014
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • September 10, 2014

34. RMD for Owner's Parents?

    By 401king, September 10, 2014
    • 3 replies
    • 7.9k views
    • 
    • FT Retire
    • November 23, 2022

35. 401(k) contribution preceded services

    By tpacpa, September 9, 2014
    • 17 replies
    • 1.9k views
    • 
    • Kevin C
    • September 12, 2014

36. New 401k for Er w/ SARSEP

    By austin3515, September 8, 2014
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • September 15, 2014

37. RMD to a younger spouse beneficiary

    By Below Ground, September 8, 2014
    • 8 replies
    • 1.5k views
    • 
    • GMK
    • September 8, 2014

38. Beneficiary Designation

    By austin3515, September 6, 2014
    • 4 replies
    • 952 views
    • 
    • Peter Gulia
    • September 8, 2014

39. Participation Rates - Salary vs Hourly

    By Gilmore, September 5, 2014
    • 0 replies
    • 780 views
    • 
    • Gilmore
    • September 5, 2014

40. Restatements and Protected Benefits

    By Gadgetfreak, September 5, 2014   

    • Restatements
    • Protected Benefits
    • 8 replies
    • 3.9k views
    • 
    • Lou S.
    • September 5, 2014

41. order of deductions

    By K2retire, September 5, 2014
    • 2 replies
    • 2.2k views
    • 
    • K2retire
    • September 5, 2014

42. Can a trust be a participant in the 401k plan

    By jkharvey, September 5, 2014
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • September 5, 2014

43. 20% withholding

    By goldtpa, September 4, 2014
    • 1 reply
    • 1.3k views
    • 
    • GMK
    • September 5, 2014

44. Roth not allowed as a catch up

    By TPA Bob, September 4, 2014   

    • Roth 401(k) Catch Up
    • 2 replies
    • 903 views
    • 
    • Kevin C
    • September 5, 2014

45. How soon does a Safe Harbor contribution have to be allocated?

    By BG5150, September 4, 2014
    • 6 replies
    • 1.2k views
    • 
    • Bird
    • September 5, 2014

46. Controlled group + 3 plans = coverage problem

    By AlbanyConsultant, September 3, 2014
    • 4 replies
    • 958 views
    • 
    • austin3515
    • September 3, 2014

47. Permanency issue

    By R. Butler, September 3, 2014
    • 3 replies
    • 2.1k views
    • 
    • Peter Gulia
    • September 3, 2014

48. Refunded Contributions

    By Andre3000, September 3, 2014
    • 3 replies
    • 1.1k views
    • 
    • Andre3000
    • September 3, 2014

49. Failure to make safe harbor/profit sharing contribution

    By Doghouse, September 2, 2014
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • September 4, 2014

50. Distributions to Estate

    By ERISA25, September 1, 2014
    • 1 reply
    • 875 views
    • 
    • GMK
    • September 2, 2014