401(k) Plans

19,275 topics in this forum

1. Discretionary Match - Cut-back?

   By austin3515, June 24, 2014
   • 15 replies
   • 2.9k views
   • 
   • buckaroo
   • September 4, 2014

2. Failure to make safe harbor/profit sharing contribution

   By Doghouse, September 2, 2014
   • 6 replies
   • 1.4k views
   • 
   • Kevin C
   • September 4, 2014

3. Controlled group + 3 plans = coverage problem

   By AlbanyConsultant, September 3, 2014
   • 4 replies
   • 958 views
   • 
   • austin3515
   • September 3, 2014

4. Permanency issue

   By R. Butler, September 3, 2014
   • 3 replies
   • 2.1k views
   • 
   • Peter Gulia
   • September 3, 2014

5. Refunded Contributions

   By Andre3000, September 3, 2014
   • 3 replies
   • 1.1k views
   • 
   • Andre3000
   • September 3, 2014

6. Average Benefits Test and Mortality

   By Guest mdelin, August 21, 2014   

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

7. 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

8. Merging SH Plan into Non-SH Plan

   By austin3515, August 29, 2014
   • 6 replies
   • 1.4k views
   • 
   • Kevin C
   • September 2, 2014

9. Distributions to Estate

   By ERISA25, September 1, 2014
   • 1 reply
   • 874 views
   • 
   • GMK
   • September 2, 2014

10. coverage testing - controlled group

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

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

    By Danny CPA, August 26, 2014
    • 7 replies
    • 2.3k views
    • 
    • Kevin C
    • August 29, 2014

12. Deemed Roth IRA?

    By Dennis Povloski, August 29, 2014
    • 0 replies
    • 1.1k views
    • 
    • Dennis Povloski
    • August 29, 2014

13. QJSA distribution in a 401k plan

    By EBDI, August 28, 2014
    • 1 reply
    • 1.1k views
    • 
    • Flyboyjohn
    • August 28, 2014

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

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

15. MSc Dissertation Survey Help Please!

    By Guest pli03, August 28, 2014
    • 0 replies
    • 671 views
    • 
    • Guest
    • August 28, 2014

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

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

17. Another Top Paid Group Question

    By MarZDoates, August 26, 2014
    • 12 replies
    • 3.5k views
    • 
    • BG5150
    • August 27, 2014

18. compensation

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

19. 401k audit

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

20. In-Plan Roth Rollovers

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

21. small plan, all participants quit together

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

22. Small Plan Audit Waiver to come under scrutiny

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

23. Participant Deduction Accidently Stopped on Payroll

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

24. Extend 5 year general purpose loan?

    By oldman, February 13, 2012
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • August 22, 2014

25. QACA Match and Forfeitures

    By 30Rock, August 22, 2014
    • 2 replies
    • 3.1k views
    • 
    • 30Rock
    • August 22, 2014

26. Exclude Anyone Hired After a Date

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

27. Asset Transfer

    By Guest MatchaT, August 21, 2014
    • 6 replies
    • 1.5k views
    • 
    • movedon
    • August 22, 2014

28. Good article on FAB 2014-01

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

29. IRS Looking for a GUST Restatement

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

30. Late deposits

    By ESOP Guy, March 24, 2011
    • 20 replies
    • 9.1k views
    • 
    • rcline46
    • August 21, 2014

31. Compensation used to Determine Top Paid Group

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

32. safe harbor and top heavy

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

33. controlled group

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

34. Actual Hours and Short Eligibility Period

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

35. Early Participation and Otherwise Excludable

    By Guest LLHarlow, August 14, 2014   

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

36. SH Match Question

    By buckaroo, August 14, 2014
    • 8 replies
    • 2.2k views
    • 
    • MWeddell
    • August 15, 2014

37. 401k deposits into a SIMPLE investment account

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

38. Who is entitled to Safe Harbor

    By pensionnube, August 13, 2014   

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

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

    By dseals, August 13, 2014   

    • date of participation
    • 5 replies
    • 1.1k views
    • 
    • masteff
    • August 14, 2014

40. Employer Cannot Fund SH Match

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

41. Management group

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

42. precious metals in 401(k) Plan?

    By Jim Chad, August 12, 2014
    • 8 replies
    • 2.2k views
    • 
    • R. Butler
    • August 13, 2014

43. employee deferral BEFORE plan adoption

    By tpacpa, August 11, 2014   

    • 401(k)
    • 8 replies
    • 1.8k views
    • 
    • tpacpa
    • August 12, 2014

44. Car Allownces

    By katie58, August 11, 2014
    • 18 replies
    • 19.1k views
    • 
    • MWeddell
    • August 12, 2014

45. Tiered SHNEC Contributions

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

46. 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

47. Re instatement after Hardship 6 month suspension

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

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

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

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

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

50. Payroll company mix up

    By K2retire, August 5, 2014
    • 4 replies
    • 1.2k views
    • 
    • K2retire
    • August 6, 2014