401(k) Plans

19,299 topics in this forum

1. Match as Bonus

   By austin3515, September 16, 2014
   • 7 replies
   • 1.5k views
   • 
   • austin3515
   • September 16, 2014

2. Age waiver in a new document

   By cpc0506, September 16, 2014
   • 1 reply
   • 827 views
   • 
   • John Feldt ERPA CPC QPA
   • September 16, 2014

3. Auto Enroll Auto Escalation

   By austin3515, September 15, 2014
   • 6 replies
   • 1.7k views
   • 
   • austin3515
   • September 16, 2014

4. WAGES and 401(k) Withholding

   By Guest HFOSTER, April 4, 2003
   • 9 replies
   • 10.5k views
   • 
   • cheersmate
   • September 16, 2014

5. Multiple Employer 401(k)

   By 52626, September 15, 2014
   • 1 reply
   • 797 views
   • 
   • QDROphile
   • September 15, 2014

6. Top Heavy Exemption if HCEs do not receive Safe Harbor?

   By Guest wickedp1, September 13, 2014   

   • Safe Harbor
   • Top Heavy Exemption
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • September 15, 2014

7. New 401k for Er w/ SARSEP

   By austin3515, September 8, 2014
   • 4 replies
   • 1.2k views
   • 
   • Appleby
   • September 15, 2014

8. eligible rollover distribution

   By Rai401k, September 12, 2014
   • 1 reply
   • 958 views
   • 
   • John Feldt ERPA CPC QPA
   • September 12, 2014

9. 401(k) contribution preceded services

   By tpacpa, September 9, 2014
   • 17 replies
   • 1.9k views
   • 
   • Kevin C
   • September 12, 2014

10. amending a safe harbor Plan

    By pmacduff, September 11, 2014
    • 1 reply
    • 962 views
    • 
    • GMK
    • September 11, 2014

11. ADP Refund Made Timely but changed after the deadline...

    By MelissaYancy, September 10, 2014   

    • ADP Refunds
    • 5330
    • 3 replies
    • 1.9k views
    • 
    • MelissaYancy
    • September 11, 2014

12. Controlled Group - Husband & Wife

    By MGOAdmin, September 11, 2014   

    • controlled group
    • husband
    • (and 2 more)

      Tagged with:

      • controlled group
      • husband
      • wife
      • ownership
    • 7 replies
    • 1.7k views
    • 
    • MGOAdmin
    • September 11, 2014

13. PPA Restatement Fees

    By austin3515, May 13, 2014
    • 2 replies
    • 2.6k views
    • 
    • BG5150
    • September 10, 2014

14. Safe Harbor Contribution not contributed

    By 401kQ's, September 10, 2014   

    • safe harbor
    • plan disqualification.
    • 2 replies
    • 1.1k views
    • 
    • 401kQ's
    • September 10, 2014

15. New Safe Harbor Plan and Control Groups

    By coleboy, September 10, 2014
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • September 10, 2014

16. RMD to a younger spouse beneficiary

    By Below Ground, September 8, 2014
    • 8 replies
    • 1.5k views
    • 
    • GMK
    • September 8, 2014

17. Beneficiary Designation

    By austin3515, September 6, 2014
    • 4 replies
    • 957 views
    • 
    • Peter Gulia
    • September 8, 2014

18. Participation Rates - Salary vs Hourly

    By Gilmore, September 5, 2014
    • 0 replies
    • 799 views
    • 
    • Gilmore
    • September 5, 2014

19. order of deductions

    By K2retire, September 5, 2014
    • 2 replies
    • 2.2k views
    • 
    • K2retire
    • September 5, 2014

20. Restatements and Protected Benefits

    By Gadgetfreak, September 5, 2014   

    • Restatements
    • Protected Benefits
    • 8 replies
    • 4k views
    • 
    • Lou S.
    • September 5, 2014

21. How soon does a Safe Harbor contribution have to be allocated?

    By BG5150, September 4, 2014
    • 6 replies
    • 1.2k views
    • 
    • Bird
    • September 5, 2014

22. Can a trust be a participant in the 401k plan

    By jkharvey, September 5, 2014
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • September 5, 2014

23. Roth not allowed as a catch up

    By TPA Bob, September 4, 2014   

    • Roth 401(k) Catch Up
    • 2 replies
    • 904 views
    • 
    • Kevin C
    • September 5, 2014

24. 20% withholding

    By goldtpa, September 4, 2014
    • 1 reply
    • 1.3k views
    • 
    • GMK
    • September 5, 2014

25. Discretionary Match - Cut-back?

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

26. Failure to make safe harbor/profit sharing contribution

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

27. Controlled group + 3 plans = coverage problem

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

28. Permanency issue

    By R. Butler, September 3, 2014
    • 3 replies
    • 2.2k views
    • 
    • Peter Gulia
    • September 3, 2014

29. Refunded Contributions

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

30. Average Benefits Test and Mortality

    By Guest mdelin, August 21, 2014   

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

31. 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

32. Merging SH Plan into Non-SH Plan

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

33. Distributions to Estate

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

34. coverage testing - controlled group

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

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

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

36. Deemed Roth IRA?

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

37. QJSA distribution in a 401k plan

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

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

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

39. MSc Dissertation Survey Help Please!

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

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

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

41. Another Top Paid Group Question

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

42. compensation

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

43. 401k audit

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

44. In-Plan Roth Rollovers

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

45. small plan, all participants quit together

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

46. Small Plan Audit Waiver to come under scrutiny

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

47. Participant Deduction Accidently Stopped on Payroll

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

48. Extend 5 year general purpose loan?

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

49. QACA Match and Forfeitures

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

50. Exclude Anyone Hired After a Date

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