401(k) Plans

19,365 topics in this forum

1. Plan Termination and Successor Plan Rules

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

2. Deposit timing of PS $

   By doombuggy, October 14, 2014
   • 7 replies
   • 1.7k views
   • 
   • austin3515
   • October 24, 2014

3. Controlled Group - Spouse Attribution

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

4. Deferred Compensation and elective deferrals

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

5. 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

6. Allocating cents to 401(k) subaccounts

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

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

   By Guest Grumpy456, October 22, 2014
   • 3 replies
   • 1.8k views
   • 
   • Tom Poje
   • October 22, 2014

8. Multiple Employer Plan - Plan Expenses

   By Alex Daisy, October 21, 2014
   • 1 reply
   • 1.1k views
   • 
   • chc93
   • October 22, 2014

9. controlled group?

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

10. Otherwise Excludable Employees

    By Alex Daisy, March 10, 2009
    • 19 replies
    • 10.1k views
    • 
    • pookah
    • October 21, 2014

11. 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

12. After Tax Contributions

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

13. Incorrect Profit Sharing Allocation

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

14. Varying levels of match based on classification groups?

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

15. Anyone an expert on Average Benefits testing?

    By AKconsult, October 15, 2014
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • October 16, 2014

16. question about entry date and payroll

    By Lori H, October 16, 2014
    • 7 replies
    • 2.5k views
    • 
    • QDROphile
    • October 16, 2014

17. Death Benefit payable to Child

    By austin3515, October 15, 2014
    • 3 replies
    • 1.7k views
    • 
    • Peter Gulia
    • October 16, 2014

18. 2015 plan limits

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

19. Mid-year change in automatic enrollment percentage

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

20. Reverse discrimination in safe harbor plan

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

21. Contribution Amount to Use on Schedule H

    By Below Ground, September 25, 2014   

    • Payroll Date Stradles PYE
    • 23 replies
    • 2.4k views
    • 
    • Below Ground
    • October 14, 2014

22. Conditions for Corrective 11g Amendment

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

23. 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

24. USERRA and make up deferrals

    By 30Rock, October 13, 2014
    • 0 replies
    • 1.4k views
    • 
    • 30Rock
    • October 13, 2014

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

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

26. 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

27. 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

28. Amending profit-sharing component

    By Guest JPIngold, October 8, 2014
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • October 9, 2014

29. Terminating safe harbor plan

    By Doghouse, October 8, 2014   

    • safe harbor
    • qnec
    • 6 replies
    • 6.2k views
    • 
    • Kevin C
    • October 9, 2014

30. 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

31. restatement date vs signature date

    By WCC, October 1, 2014
    • 16 replies
    • 3.8k views
    • 
    • MJ Hartman
    • October 9, 2014

32. 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

33. Controlled Group - Plans have different Plan Year Ends

    By Steve Waddo, June 2, 2011
    • 6 replies
    • 3.1k views
    • 
    • Trekker
    • October 8, 2014

34. 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

35. 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

36. Asset Protection / Bankruptcy / Creditor Claims

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

37. Newly Eligible Employees

    By justatester, October 7, 2014   

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

38. Minimum payroll for a loan deduction

    By 30Rock, October 3, 2014
    • 9 replies
    • 2.2k views
    • 
    • MoJo
    • October 7, 2014

39. Form 5330 for excess contributions from 2011

    By AKconsult, October 7, 2014   

    • 5330 excess contributions
    • 0 replies
    • 1.2k views
    • 
    • AKconsult
    • October 7, 2014

40. Management Group

    By austin3515, October 4, 2014
    • 2 replies
    • 1.2k views
    • 
    • J Simmons
    • October 4, 2014

41. late deposit and 415 limits

    By K2retire, October 3, 2014
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • October 3, 2014

42. Calculating earnings and late deposit

    By 30Rock, October 3, 2014
    • 1 reply
    • 862 views
    • 
    • BG5150
    • October 3, 2014

43. Late Deposits - DOL Safe Harbor

    By PensionPro, September 29, 2014
    • 5 replies
    • 1.6k views
    • 
    • 401K_AZ
    • October 3, 2014

44. Otherwise excludable employees for ADP testing

    By 30Rock, September 22, 2014
    • 9 replies
    • 2.6k views
    • 
    • 30Rock
    • October 3, 2014

45. Controlled Group companies & Testing

    By Alex Daisy, October 3, 2014
    • 2 replies
    • 973 views
    • 
    • Tom Poje
    • October 3, 2014

46. 2013 PS after Partnership Return Filed

    By austin3515, October 3, 2014
    • 1 reply
    • 731 views
    • 
    • Bird
    • October 3, 2014

47. Exclude Temporary Employees

    By austin3515, October 2, 2014
    • 3 replies
    • 3.3k views
    • 
    • KJohnson
    • October 2, 2014

48. How to Calculate 401k Match in Excel

    By Guest rickmagill, October 1, 2014
    • 2 replies
    • 11.4k views
    • 
    • BG5150
    • October 2, 2014

49. participants moved to union - in TH calc?

    By AlbanyConsultant, September 25, 2014
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • October 1, 2014

50. Single-member LLC: how to report owner's 401(k) deferrals to IRS?

    By UM1234, September 29, 2014
    • 3 replies
    • 1.6k views
    • 
    • UM1234
    • October 1, 2014