401(k) Plans

19,321 topics in this forum

1. coverage testing - controlled group

   By Chippy, August 28, 2014
   • 5 replies
   • 1.1k views
   • 
   • KJohnson
   • August 29, 2014

2. Interaction of SIMPLE, SEP, and 401(k) limits (long)

   By UM1234, August 27, 2014
   • 2 replies
   • 1.6k views
   • 
   • Flyboyjohn
   • August 28, 2014

3. Anyone Know What Platforms can handle In Plan Roth Conversions Properly?

   By Dennis Povloski, August 27, 2014
   • 2 replies
   • 929 views
   • 
   • Kevin C
   • August 28, 2014

4. Lost Earnings on Safe Harbor 401(k) Contributions

   By Danny CPA, August 26, 2014
   • 7 replies
   • 2.4k views
   • 
   • Kevin C
   • August 29, 2014

5. compensation

   By mehmgo, August 26, 2014
   • 3 replies
   • 1k views
   • 
   • Tom Poje
   • August 27, 2014

6. 401k audit

   By Guest 401cpa, August 26, 2014
   • 1 reply
   • 1.4k views
   • 
   • ETA Consulting LLC
   • August 26, 2014

7. Another Top Paid Group Question

   By MarZDoates, August 26, 2014
   • 12 replies
   • 3.6k views
   • 
   • BG5150
   • August 27, 2014

8. In-Plan Roth Rollovers

   By Nassau, August 26, 2014
   • 1 reply
   • 897 views
   • 
   • masteff
   • August 26, 2014

9. small plan, all participants quit together

   By Earl, August 25, 2014
   • 4 replies
   • 823 views
   • 
   • Bird
   • August 26, 2014

10. Small Plan Audit Waiver to come under scrutiny

    By austin3515, August 25, 2014
    • 4 replies
    • 1.4k views
    • 
    • austin3515
    • August 25, 2014

11. Participant Deduction Accidently Stopped on Payroll

    By coleboy, August 25, 2014
    • 1 reply
    • 871 views
    • 
    • Bill Presson
    • August 25, 2014

12. QACA Match and Forfeitures

    By 30Rock, August 22, 2014
    • 2 replies
    • 3.2k views
    • 
    • 30Rock
    • August 22, 2014

13. Exclude Anyone Hired After a Date

    By austin3515, August 21, 2014
    • 2 replies
    • 988 views
    • 
    • John Feldt ERPA CPC QPA
    • August 22, 2014

14. Asset Transfer

    By Guest MatchaT, August 21, 2014
    • 6 replies
    • 1.6k views
    • 
    • movedon
    • August 22, 2014

15. Average Benefits Test and Mortality

    By Guest mdelin, August 21, 2014   

    • ABT
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • September 3, 2014

16. Good article on FAB 2014-01

    By austin3515, August 21, 2014
    • 6 replies
    • 1.2k views
    • 
    • austin3515
    • August 21, 2014

17. Compensation used to Determine Top Paid Group

    By MarZDoates, August 20, 2014
    • 3 replies
    • 1.2k views
    • 
    • MWeddell
    • August 21, 2014

18. IRS Looking for a GUST Restatement

    By austin3515, August 18, 2014
    • 41 replies
    • 4.6k views
    • 
    • austin3515
    • August 21, 2014

19. safe harbor and top heavy

    By pmacduff, August 18, 2014
    • 2 replies
    • 907 views
    • 
    • Tom Poje
    • August 19, 2014

20. controlled group

    By 52626, August 18, 2014
    • 3 replies
    • 847 views
    • 
    • austin3515
    • August 18, 2014

21. Actual Hours and Short Eligibility Period

    By justanotheradmin, August 15, 2014
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 15, 2014

22. Early Participation and Otherwise Excludable

    By Guest LLHarlow, August 14, 2014   

    • ADP Test Exclusions
    • 5 replies
    • 3.7k views
    • 
    • MWeddell
    • August 15, 2014

23. SH Match Question

    By buckaroo, August 14, 2014
    • 8 replies
    • 2.3k views
    • 
    • MWeddell
    • August 15, 2014

24. To audit or not to audit, that is the question

    By dseals, August 13, 2014   

    • date of participation
    • 5 replies
    • 1.2k views
    • 
    • masteff
    • August 14, 2014

25. 401k deposits into a SIMPLE investment account

    By cpc0506, August 13, 2014
    • 6 replies
    • 953 views
    • 
    • Bird
    • August 15, 2014

26. Who is entitled to Safe Harbor

    By pensionnube, August 13, 2014   

    • Safe Harbor
    • termed
    • 5 replies
    • 1.4k views
    • 
    • chc93
    • August 14, 2014

27. Management group

    By R. Butler, August 13, 2014
    • 2 replies
    • 883 views
    • 
    • Kevin C
    • August 13, 2014

28. Employer Cannot Fund SH Match

    By Dougsbpc, August 13, 2014
    • 8 replies
    • 1.2k views
    • 
    • BG5150
    • August 14, 2014

29. precious metals in 401(k) Plan?

    By Jim Chad, August 12, 2014
    • 8 replies
    • 2.3k views
    • 
    • R. Butler
    • August 13, 2014

30. Car Allownces

    By katie58, August 11, 2014
    • 18 replies
    • 19.8k views
    • 
    • MWeddell
    • August 12, 2014

31. employee deferral BEFORE plan adoption

    By tpacpa, August 11, 2014   

    • 401(k)
    • 8 replies
    • 1.9k views
    • 
    • tpacpa
    • August 12, 2014

32. Safe Harbor Plan w/ additional Match - ACP Test or not?

    By Guest Puff, August 11, 2014   

    • SHNE with match
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 11, 2014

33. Tiered SHNEC Contributions

    By Rich L. Mayer, August 11, 2014
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • August 11, 2014

34. Client moving from nonERISA owner only plan to ERISA plan

    By AKconsult, August 8, 2014
    • 2 replies
    • 908 views
    • 
    • Bird
    • August 11, 2014

35. Re instatement after Hardship 6 month suspension

    By 52626, August 7, 2014
    • 5 replies
    • 2k views
    • 
    • K2retire
    • August 11, 2014

36. Highly Compensated in NonProfit

    By coleboy, August 6, 2014
    • 7 replies
    • 3.3k views
    • 
    • BG5150
    • November 12, 2019

37. Payroll company mix up

    By K2retire, August 5, 2014
    • 4 replies
    • 1.3k views
    • 
    • K2retire
    • August 6, 2014

38. Failure to Enoll Employee - help with corrective contribution, please

    By Guest MikeD, August 5, 2014
    • 3 replies
    • 1k views
    • 
    • Kevin C
    • August 7, 2014

39. Participant Fee Disclosure-404(a)(5)-Is Electronic Delivery Allowed

    By jala, August 4, 2014   

    • Participant Fee Disclosure
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • August 5, 2014

40. Self Directed Brokerage Accounts

    By khn, August 1, 2014
    • 5 replies
    • 1.9k views
    • 
    • Peter Gulia
    • August 5, 2014

41. 100% deferral leads to $0 paycheck

    By WCC, July 31, 2014
    • 6 replies
    • 2.4k views
    • 
    • masteff
    • August 1, 2014

42. Full-time for specific RATE of contribution

    By austin3515, July 30, 2014
    • 18 replies
    • 1.2k views
    • 
    • Kevin C
    • July 31, 2014

43. Reduced elective deferral limit for a subset of HCEs

    By buckaroo, July 29, 2014
    • 2 replies
    • 948 views
    • 
    • MWeddell
    • July 30, 2014

44. Lost earnings from Forfeiture account

    By JKW, July 28, 2014
    • 6 replies
    • 2.9k views
    • 
    • masteff
    • July 29, 2014

45. Employer took pre-tax instead of Roth

    By katie58, July 25, 2014
    • 4 replies
    • 1.6k views
    • 
    • 401_noob
    • July 30, 2014

46. Corrective Amend within 9.5 Months to a Safe Harbored 401k

    By ERISA1, July 25, 2014   

    • Safe Harbor
    • corrective amendment
    • (and 3 more)

      Tagged with:

      • Safe Harbor
      • corrective amendment
      • mid-year amendment
      • Gateway
      • Eligibility
    • 16 replies
    • 3.1k views
    • 
    • Guest
    • September 26, 2014

47. Adding 401(k) to PSP Issue

    By chris, July 25, 2014
    • 5 replies
    • 2k views
    • 
    • Kevin C
    • July 25, 2014

48. Naming of Plan Administrator

    By TPA Bob, July 23, 2014
    • 13 replies
    • 1.9k views
    • 
    • david rigby
    • July 24, 2014

49. Control Group Determination

    By pixmax, July 23, 2014
    • 6 replies
    • 1.2k views
    • 
    • My 2 cents
    • July 24, 2014

50. Can a member of controlled group split from it's plan?

    By Lori H, July 22, 2014   

    • SIC code?
    • 9 replies
    • 1.8k views
    • 
    • austin3515
    • September 2, 2014