401(k) Plans

19,382 topics in this forum

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

   By katieinny, October 21, 2002
   • 36 replies
   • 15.5k views
   • 
   • John Feldt ERPA CPC QPA
   • January 16, 2015

2. Deemed 125 Compensation?

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

3. 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

4. Entry date for a rehired participant?

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

5. issue corrected W2 or not?

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

6. Amending Safe Harbor

   By MGOAdmin, January 12, 2015   

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

     Tagged with:

     • 401k
     • safe harbor
     • amending
   • 1 reply
   • 1.4k views
   • 
   • Belgarath
   • January 12, 2015

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

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

8. Participant Communications/Notice Requirements

   By Nassau, January 7, 2015   

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

9. Matching Contributions

   By ratherbereading, January 8, 2015   

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

10. Cavanaugh Investigations, P.C.

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

11. H2B workers

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

12. Non Deductible Contributions to DC Plan

    By TPA Bob, December 31, 2014
    • 9 replies
    • 1.5k views
    • 
    • Belgarath
    • January 6, 2015

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

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

14. Safe harbor "maybe" plan - amendments

    By Belgarath, January 5, 2015
    • 7 replies
    • 2.8k views
    • 
    • Bird
    • January 6, 2015

15. Correction for deferral made after hardship withdrawal

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

16. matching contribution for controlled group

    By Pixie, January 5, 2015   

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

17. 501c3 / 401k Plan

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

18. voluntary contribuitons

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

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

    By austin3515, December 31, 2014
    • 11 replies
    • 1.5k views
    • 
    • Briandfox
    • January 3, 2015

20. Last Day of Quarter provision on match

    By austin3515, December 23, 2014
    • 28 replies
    • 3.2k views
    • 
    • GMK
    • January 2, 2015

21. Rules, Ceasing a Non-Safe Harbor Match

    By Briandfox, December 30, 2014
    • 3 replies
    • 1.2k views
    • 
    • Briandfox
    • January 2, 2015

22. Advantage to limit deferrals to high % of comp?

    By mattmc82, December 29, 2014
    • 7 replies
    • 1.5k views
    • 
    • Peter Gulia
    • January 1, 2015

23. Partner wants to transfer stock from personal fund into 401k for his deferral.

    By jkharvey, December 30, 2014   

    • Prohibited transaction?
    • 2 replies
    • 1.2k views
    • 
    • Peter Gulia
    • December 31, 2014

24. 401k withholding and rehires

    By CLE401kGuy, December 18, 2014
    • 8 replies
    • 3.2k views
    • 
    • Peter Gulia
    • December 30, 2014

25. Nonelective Contribution Requirement with respect to HCE

    By Ehill, December 29, 2014
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • December 30, 2014

26. 401k distribution to purchase house (special circumstances)

    By Guest sbjmg, December 27, 2014
    • 3 replies
    • 1k views
    • 
    • jpod
    • December 29, 2014

27. Failure to make 3% Safe Harbor Contribution

    By JRN, December 24, 2014   

    • Safe Harbor Failure
    • 2 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 26, 2014

28. Late Deposit of Contributions

    By PFranckowiak, December 19, 2014
    • 15 replies
    • 4.1k views
    • 
    • ESOP Guy
    • December 24, 2014

29. short plan year end - entry dates

    By Chippy, December 23, 2014
    • 2 replies
    • 1.4k views
    • 
    • Chippy
    • December 24, 2014

30. ACP Failures / SCP

    By austin3515, December 23, 2014
    • 3 replies
    • 1.2k views
    • 
    • Lou S.
    • December 23, 2014

31. Top Heavy minimum in 401(k) plan triggered by SEP IRA contribution?

    By AndrewZ, December 22, 2014
    • 5 replies
    • 2.1k views
    • 
    • AndrewZ
    • December 23, 2014

32. Match True Up

    By LMOC, December 22, 2014
    • 5 replies
    • 1.6k views
    • 
    • QDROphile
    • December 23, 2014

33. TPA Necessary for a Solo(K)?

    By Guest snmhanson, December 22, 2014
    • 2 replies
    • 4.1k views
    • 
    • John Feldt ERPA CPC QPA
    • December 23, 2014

34. LLC taxed as a sub s

    By ombskid, December 22, 2014
    • 1 reply
    • 932 views
    • 
    • jpod
    • December 22, 2014

35. Matching Contribution -True up

    By Nassau, July 8, 2013
    • 7 replies
    • 7.2k views
    • 
    • 401king
    • December 22, 2014

36. Vesting

    By katie58, December 18, 2014
    • 12 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2014

37. crediting service /waiving eligibility

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

38. RMD from PS + designated ROTH account

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

39. 3% SH and excluding bonuses from compensation

    By bevfair, December 17, 2014
    • 10 replies
    • 6.5k views
    • 
    • Bird
    • December 19, 2014

40. Withholding required on in-service withdrawals?

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

41. Deferral correction

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

42. ADP / Net Comp Testing

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

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

    By jsmith1985, November 23, 2014
    • 24 replies
    • 5k views
    • 
    • jsmith1985
    • December 17, 2014

44. 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

45. After Tax Contribution HYPE!

    By Rai401k, December 16, 2014
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • December 17, 2014

46. Mistake of Fact ???!!!

    By BW, December 10, 2014
    • 17 replies
    • 4.5k views
    • 
    • Stable Two Financial
    • December 17, 2014

47. Company hires Collective Bargain employees - need direction

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

48. Change in ownership

    By 52626, December 16, 2014
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 16, 2014

49. Amend Plan Entry Dates

    By austin3515, December 16, 2014
    • 8 replies
    • 2.4k views
    • 
    • austin3515
    • December 16, 2014

50. 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