401(k) Plans

19,451 topics in this forum

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

   By Steve Waddo, January 28, 2015
   • 2 replies
   • 1.9k views
   • 
   • ESOP Guy
   • January 28, 2015

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

   By drakecohen, January 26, 2015
   • 8 replies
   • 1.3k views
   • 
   • K2retire
   • January 28, 2015

3. Use of Excess Revenue

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

4. ADP testing Gross and/or Net Compensation

   By imchipbrown, January 27, 2015
   • 2 replies
   • 3.4k views
   • 
   • blb25524
   • January 28, 2015

5. After-Tax Roth Conversion

   By Dougsbpc, January 28, 2015
   • 0 replies
   • 1.2k views
   • 
   • Dougsbpc
   • January 28, 2015

6. Updating documents since 1997

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

7. Highly Compensated Partner

   By MGOAdmin, January 22, 2015   

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

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

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

9. Change in Vesting Schedule? Or Not?

   By Briandfox, January 22, 2015
   • 3 replies
   • 1.4k views
   • 
   • BG5150
   • January 23, 2015

10. Notice requirement - changing 401k match

    By max2000, January 14, 2015   

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

11. Controlled Group - Voting vs. Non-voting

    By MGOAdmin, January 22, 2015   

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

12. Roth Rollover to 401(k) Plan

    By 52626, January 20, 2015
    • 3 replies
    • 1.9k views
    • 
    • austin3515
    • January 22, 2015

13. 401(k) deferral not started by employer

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

14. 401k/PS plan - unused sick leave contribution

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

15. Multiple Matching Formulas

    By LANDO, January 20, 2015   

    • 401K
    • Match
    • 1 reply
    • 2.3k views
    • 
    • Lou S.
    • January 20, 2015

16. Successor Plan

    By John Feldt ERPA CPC QPA, January 19, 2015   

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

17. 1099-R Question

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

18. Participating Employer Adoption Discretionary Amendment

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

19. 401K Margin Trading Account

    By Guest will, June 6, 2013
    • 5 replies
    • 15.3k views
    • 
    • CaptainObvious
    • January 17, 2015

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

    By katieinny, October 21, 2002
    • 36 replies
    • 15.8k views
    • 
    • John Feldt ERPA CPC QPA
    • January 16, 2015

21. Deemed 125 Compensation?

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

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

    By Jim Chad, January 12, 2015
    • 10 replies
    • 1.6k views
    • 
    • Jim Chad
    • January 15, 2015

23. Entry date for a rehired participant?

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

24. issue corrected W2 or not?

    By WCC, January 12, 2015
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • January 12, 2015

25. 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

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

    By austin3515, January 12, 2015
    • 5 replies
    • 1.6k views
    • 
    • austin3515
    • January 12, 2015

27. Participant Communications/Notice Requirements

    By Nassau, January 7, 2015   

    • Reenrollment
    • 7 replies
    • 1.9k views
    • 
    • Kevin C
    • January 8, 2015

28. Matching Contributions

    By ratherbereading, January 8, 2015   

    • 401k
    • match
    • 9 replies
    • 1.8k views
    • 
    • Belgarath
    • January 8, 2015

29. Cavanaugh Investigations, P.C.

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

30. H2B workers

    By R. Butler, January 5, 2015
    • 5 replies
    • 3.1k views
    • 
    • Kevin C
    • January 7, 2015

31. Non Deductible Contributions to DC Plan

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

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

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

33. Safe harbor "maybe" plan - amendments

    By Belgarath, January 5, 2015
    • 7 replies
    • 2.9k views
    • 
    • Bird
    • January 6, 2015

34. Correction for deferral made after hardship withdrawal

    By BG5150, January 5, 2015
    • 1 reply
    • 4.8k views
    • 
    • Tom Poje
    • January 6, 2015

35. matching contribution for controlled group

    By Pixie, January 5, 2015   

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

36. 501c3 / 401k Plan

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

37. voluntary contribuitons

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

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

    By austin3515, December 31, 2014
    • 11 replies
    • 1.6k views
    • 
    • Briandfox
    • January 3, 2015

39. Last Day of Quarter provision on match

    By austin3515, December 23, 2014
    • 28 replies
    • 3.5k views
    • 
    • GMK
    • January 2, 2015

40. Rules, Ceasing a Non-Safe Harbor Match

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

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

    By mattmc82, December 29, 2014
    • 7 replies
    • 1.6k views
    • 
    • Peter Gulia
    • January 1, 2015

42. 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

43. 401k withholding and rehires

    By CLE401kGuy, December 18, 2014
    • 8 replies
    • 3.3k views
    • 
    • Peter Gulia
    • December 30, 2014

44. Nonelective Contribution Requirement with respect to HCE

    By Ehill, December 29, 2014
    • 5 replies
    • 1.3k views
    • 
    • BG5150
    • December 30, 2014

45. 401k distribution to purchase house (special circumstances)

    By Guest sbjmg, December 27, 2014
    • 3 replies
    • 1.1k views
    • 
    • jpod
    • December 29, 2014

46. Failure to make 3% Safe Harbor Contribution

    By JRN, December 24, 2014   

    • Safe Harbor Failure
    • 2 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • December 26, 2014

47. Late Deposit of Contributions

    By PFranckowiak, December 19, 2014
    • 15 replies
    • 4.3k views
    • 
    • ESOP Guy
    • December 24, 2014

48. short plan year end - entry dates

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

49. ACP Failures / SCP

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

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

    By AndrewZ, December 22, 2014
    • 5 replies
    • 2.2k views
    • 
    • AndrewZ
    • December 23, 2014