401(k) Plans

19,275 topics in this forum

1. Letter from IRS saying 5500 EZ has wrong EIN

   By Jim Chad, November 4, 2014
   • 2 replies
   • 2.1k views
   • 
   • Bird
   • November 4, 2014

2. Huh??

   By thepensionmaven, November 2, 2014
   • 5 replies
   • 1.4k views
   • 
   • Peter Gulia
   • November 4, 2014

3. Plan Year Ends within Tax Year

   By Dougsbpc, November 3, 2014
   • 0 replies
   • 725 views
   • 
   • Dougsbpc
   • November 3, 2014

4. Merging SH and Non-SH Plans as of 1/1/2015

   By austin3515, October 24, 2014
   • 6 replies
   • 1.5k views
   • 
   • austin3515
   • November 2, 2014

5. 9/30/2014 PYE and catch up

   By Chippy, October 31, 2014
   • 3 replies
   • 914 views
   • 
   • Lou S.
   • October 31, 2014

6. ADP Test Question - Plan Imposed Limit

   By pholosofizer, October 30, 2014
   • 2 replies
   • 1k views
   • 
   • pholosofizer
   • October 30, 2014

7. What the heck is this??

   By austin3515, October 28, 2014
   • 3 replies
   • 1.2k views
   • 
   • david rigby
   • October 28, 2014

8. Terminated Participant Fee

   By jeff77, October 27, 2014
   • 2 replies
   • 2k views
   • 
   • QDROphile
   • October 27, 2014

9. Early Retirement Feature and anti-cut back

   By cpc0506, October 24, 2014
   • 3 replies
   • 1.4k views
   • 
   • Lou S.
   • October 24, 2014

10. Auto Escalation

    By austin3515, October 24, 2014
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • October 24, 2014

11. Plan Termination and Successor Plan Rules

    By Alex Daisy, October 24, 2014
    • 2 replies
    • 3k views
    • 
    • david rigby
    • October 24, 2014

12. Deposit timing of PS $

    By doombuggy, October 14, 2014
    • 7 replies
    • 1.6k views
    • 
    • austin3515
    • October 24, 2014

13. Controlled Group - Spouse Attribution

    By ERISA13, October 21, 2014
    • 3 replies
    • 1.9k views
    • 
    • Calavera
    • October 23, 2014

14. Deferred Compensation and elective deferrals

    By bzorc, October 23, 2014
    • 1 reply
    • 828 views
    • 
    • Lou S.
    • October 23, 2014

15. Top Heavy Status - Profit Sharing Receivables

    By MGOAdmin, October 23, 2014   

    • top heavy
    • profit sharing
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • October 23, 2014

16. Allocating cents to 401(k) subaccounts

    By Guest hk73, October 21, 2014
    • 7 replies
    • 1.6k views
    • 
    • Bird
    • October 23, 2014

17. Safe Harbor 401(k) with different eligibility rules

    By Guest Grumpy456, October 22, 2014
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • October 22, 2014

18. Multiple Employer Plan - Plan Expenses

    By Alex Daisy, October 21, 2014
    • 1 reply
    • 1k views
    • 
    • chc93
    • October 22, 2014

19. controlled group?

    By gregburst, October 21, 2014
    • 0 replies
    • 746 views
    • 
    • gregburst
    • October 21, 2014

20. Otherwise Excludable Employees

    By Alex Daisy, March 10, 2009
    • 19 replies
    • 10k views
    • 
    • pookah
    • October 21, 2014

21. ACP test and Catch-up contributions

    By Guest gbialikcpa, October 21, 2014   

    • acp
    • catch-up
    • (and 1 more)

      Tagged with:

      • acp
      • catch-up
      • 414v
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • October 21, 2014

22. After Tax Contributions

    By Guest Patti SP, October 17, 2014
    • 3 replies
    • 1.2k views
    • 
    • Jim Chad
    • October 21, 2014

23. Incorrect Profit Sharing Allocation

    By 52626, October 20, 2014
    • 4 replies
    • 2.2k views
    • 
    • ESOP Guy
    • October 20, 2014

24. Varying levels of match based on classification groups?

    By TPAnnie, October 17, 2014
    • 1 reply
    • 919 views
    • 
    • Lou S.
    • October 17, 2014

25. Anyone an expert on Average Benefits testing?

    By AKconsult, October 15, 2014
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • October 16, 2014

26. question about entry date and payroll

    By Lori H, October 16, 2014
    • 7 replies
    • 2.4k views
    • 
    • QDROphile
    • October 16, 2014

27. Death Benefit payable to Child

    By austin3515, October 15, 2014
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • October 16, 2014

28. 2015 plan limits

    By pmacduff, October 6, 2014
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • October 15, 2014

29. Mid-year change in automatic enrollment percentage

    By britoski, October 15, 2014
    • 0 replies
    • 1.9k views
    • 
    • britoski
    • October 15, 2014

30. Reverse discrimination in safe harbor plan

    By Guest JPIngold, October 15, 2014
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 15, 2014

31. 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

32. Conditions for Corrective 11g Amendment

    By kgr12, October 14, 2014
    • 2 replies
    • 3k views
    • 
    • kgr12
    • October 14, 2014

33. Employer’s Combined Marginal Tax Rate -What does this mean

    By Alex Daisy, October 8, 2014
    • 8 replies
    • 1.2k views
    • 
    • Bird
    • October 13, 2014

34. USERRA and make up deferrals

    By 30Rock, October 13, 2014
    • 0 replies
    • 1.3k views
    • 
    • 30Rock
    • October 13, 2014

35. Auditor asking for Cost Basis in 401k plan...

    By heygents, October 9, 2014
    • 4 replies
    • 1.6k views
    • 
    • ESOP Guy
    • October 10, 2014

36. Pre PPA Auto Enroll vs ACA vs EACA vs QACA - HELP!!!

    By HarleyBabe, October 8, 2014
    • 2 replies
    • 2.4k views
    • 
    • HarleyBabe
    • October 10, 2014

37. Exclusion of Eligible Employees from 401(k) Deferral Opportunity

    By ERISA1, October 9, 2014   

    • What if all NHCEs Excluded
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • October 10, 2014

38. Amending profit-sharing component

    By Guest JPIngold, October 8, 2014
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • October 9, 2014

39. Terminating safe harbor plan

    By Doghouse, October 8, 2014   

    • safe harbor
    • qnec
    • 6 replies
    • 6.1k views
    • 
    • Kevin C
    • October 9, 2014

40. Hardship available after loans at 50% have been exhausted

    By PainPA, October 9, 2014   

    • Hardship Loans 50%
    • 1 reply
    • 1k views
    • 
    • 401king
    • October 9, 2014

41. restatement date vs signature date

    By WCC, October 1, 2014
    • 16 replies
    • 3.7k views
    • 
    • MJ Hartman
    • October 9, 2014

42. Eligibility Under 401(k) Safe Harbor Plan

    By Below Ground, October 8, 2014   

    • Immediate Entry for Deferrals
    • 5 replies
    • 1.1k views
    • 
    • Below Ground
    • October 8, 2014

43. Controlled Group - Plans have different Plan Year Ends

    By Steve Waddo, June 2, 2011
    • 6 replies
    • 3k views
    • 
    • Trekker
    • October 8, 2014

44. 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

45. Corrective Amendment - Safe Harbor

    By MGOAdmin, October 7, 2014   

    • Safe harbor
    • amendment
    • (and 1 more)

      Tagged with:

      • Safe harbor
      • amendment
      • corrective
    • 2 replies
    • 1.8k views
    • 
    • MGOAdmin
    • October 7, 2014

46. Asset Protection / Bankruptcy / Creditor Claims

    By austin3515, October 7, 2014
    • 8 replies
    • 1.3k views
    • 
    • austin3515
    • October 7, 2014

47. Newly Eligible Employees

    By justatester, October 7, 2014   

    • Business Aquistion
    • 1 reply
    • 838 views
    • 
    • Lou S.
    • October 7, 2014

48. Minimum payroll for a loan deduction

    By 30Rock, October 3, 2014
    • 9 replies
    • 2k views
    • 
    • MoJo
    • October 7, 2014

49. Form 5330 for excess contributions from 2011

    By AKconsult, October 7, 2014   

    • 5330 excess contributions
    • 0 replies
    • 1.1k views
    • 
    • AKconsult
    • October 7, 2014

50. Management Group

    By austin3515, October 4, 2014
    • 2 replies
    • 1.1k views
    • 
    • J Simmons
    • October 4, 2014