401(k) Plans

19,410 topics in this forum

1. Roth 401K

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

2. Mapping

   By merciless, January 29, 2015
   • 28 replies
   • 8.9k views
   • 
   • ESOP Guy
   • February 4, 2015

3. 401k Accounting for IRA transfer

   By SeanTankarian, February 3, 2015   

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

4. 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

5. Purchase of Principal Residence Hardship

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

6. Money Purchase to 401(k)

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

7. Switching from elapsed time to counting hours for vesting

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

8. Safe Harbor Amendment

   By nancy, January 28, 2015   

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

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

   By gle3186, January 28, 2015
   • 13 replies
   • 10.8k views
   • 
   • austin3515
   • January 29, 2015

10. 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

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

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

12. Use of Excess Revenue

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

13. ADP testing Gross and/or Net Compensation

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

14. After-Tax Roth Conversion

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

15. Updating documents since 1997

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

16. Highly Compensated Partner

    By MGOAdmin, January 22, 2015   

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

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

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

18. Change in Vesting Schedule? Or Not?

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

19. Notice requirement - changing 401k match

    By max2000, January 14, 2015   

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

20. Controlled Group - Voting vs. Non-voting

    By MGOAdmin, January 22, 2015   

    • controlled group
    • voting
    • 3 replies
    • 2.3k views
    • 
    • austin3515
    • January 22, 2015

21. Roth Rollover to 401(k) Plan

    By 52626, January 20, 2015
    • 3 replies
    • 1.8k views
    • 
    • austin3515
    • January 22, 2015

22. 401(k) deferral not started by employer

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

23. 401k/PS plan - unused sick leave contribution

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

24. Multiple Matching Formulas

    By LANDO, January 20, 2015   

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

25. Successor Plan

    By John Feldt ERPA CPC QPA, January 19, 2015   

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

26. 1099-R Question

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

27. Participating Employer Adoption Discretionary Amendment

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

28. 401K Margin Trading Account

    By Guest will, June 6, 2013
    • 5 replies
    • 14.8k views
    • 
    • CaptainObvious
    • January 17, 2015

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

    By katieinny, October 21, 2002
    • 36 replies
    • 15.6k views
    • 
    • John Feldt ERPA CPC QPA
    • January 16, 2015

30. Deemed 125 Compensation?

    By Briandfox, January 14, 2015
    • 4 replies
    • 13.4k views
    • 
    • Briandfox
    • January 16, 2015

31. 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

32. Entry date for a rehired participant?

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

33. issue corrected W2 or not?

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

34. 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

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

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

36. Participant Communications/Notice Requirements

    By Nassau, January 7, 2015   

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

37. Matching Contributions

    By ratherbereading, January 8, 2015   

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

38. Cavanaugh Investigations, P.C.

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

39. H2B workers

    By R. Butler, January 5, 2015
    • 5 replies
    • 3k views
    • 
    • Kevin C
    • January 7, 2015

40. Non Deductible Contributions to DC Plan

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

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

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

42. Safe harbor "maybe" plan - amendments

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

43. Correction for deferral made after hardship withdrawal

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

44. matching contribution for controlled group

    By Pixie, January 5, 2015   

    • match
    • controlled group
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • January 5, 2015

45. 501c3 / 401k Plan

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

46. voluntary contribuitons

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

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

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

48. Last Day of Quarter provision on match

    By austin3515, December 23, 2014
    • 28 replies
    • 3.3k views
    • 
    • GMK
    • January 2, 2015

49. Rules, Ceasing a Non-Safe Harbor Match

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

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

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