401(k) Plans

19,382 topics in this forum

1. Auto Enrollment - Safe Harbor Plan

   By austin3515, November 6, 2014
   • 4 replies
   • 1.7k views
   • 
   • austin3515
   • November 7, 2014

2. Partners in S Corp, C Corp, or LLC: K-1: What is earned Income?

   By Alex Daisy, November 7, 2014
   • 1 reply
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • November 7, 2014

3. EACA

   By Alex Daisy, November 3, 2014
   • 2 replies
   • 1.1k views
   • 
   • Alex Daisy
   • November 7, 2014

4. Removing last day provision for lay off employees

   By justatester, November 7, 2014
   • 0 replies
   • 902 views
   • 
   • justatester
   • November 7, 2014

5. Lost earnings rate of return

   By cpc0506, November 4, 2014
   • 4 replies
   • 1.5k views
   • 
   • ESOP Guy
   • November 6, 2014

6. Minimum Acct Balances

   By austin3515, November 3, 2014
   • 23 replies
   • 2.6k views
   • 
   • austin3515
   • November 6, 2014

7. Minor Children and 401k Eligibility

   By JH1, November 5, 2014
   • 4 replies
   • 3.6k views
   • 
   • Tom Poje
   • November 5, 2014

8. Annual QDIA Notice and 404c Compliance

   By khn, November 3, 2014
   • 1 reply
   • 1.3k views
   • 
   • John Feldt ERPA CPC QPA
   • November 4, 2014

9. Letter from IRS saying 5500 EZ has wrong EIN

   By Jim Chad, November 4, 2014
   • 2 replies
   • 2.2k views
   • 
   • Bird
   • November 4, 2014

10. Huh??

    By thepensionmaven, November 2, 2014
    • 5 replies
    • 1.4k views
    • 
    • Peter Gulia
    • November 4, 2014

11. Plan Year Ends within Tax Year

    By Dougsbpc, November 3, 2014
    • 0 replies
    • 754 views
    • 
    • Dougsbpc
    • November 3, 2014

12. Merging SH and Non-SH Plans as of 1/1/2015

    By austin3515, October 24, 2014
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • November 2, 2014

13. 9/30/2014 PYE and catch up

    By Chippy, October 31, 2014
    • 3 replies
    • 947 views
    • 
    • Lou S.
    • October 31, 2014

14. ADP Test Question - Plan Imposed Limit

    By pholosofizer, October 30, 2014
    • 2 replies
    • 1.1k views
    • 
    • pholosofizer
    • October 30, 2014

15. What the heck is this??

    By austin3515, October 28, 2014
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • October 28, 2014

16. Terminated Participant Fee

    By jeff77, October 27, 2014
    • 2 replies
    • 2k views
    • 
    • QDROphile
    • October 27, 2014

17. Early Retirement Feature and anti-cut back

    By cpc0506, October 24, 2014
    • 3 replies
    • 1.5k views
    • 
    • Lou S.
    • October 24, 2014

18. Auto Escalation

    By austin3515, October 24, 2014
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • October 24, 2014

19. Plan Termination and Successor Plan Rules

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

20. Deposit timing of PS $

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

21. Controlled Group - Spouse Attribution

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

22. Deferred Compensation and elective deferrals

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

23. 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

24. Allocating cents to 401(k) subaccounts

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

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

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

26. Multiple Employer Plan - Plan Expenses

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

27. controlled group?

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

28. Otherwise Excludable Employees

    By Alex Daisy, March 10, 2009
    • 19 replies
    • 10.2k views
    • 
    • pookah
    • October 21, 2014

29. 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

30. After Tax Contributions

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

31. Incorrect Profit Sharing Allocation

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

32. Varying levels of match based on classification groups?

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

33. Anyone an expert on Average Benefits testing?

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

34. question about entry date and payroll

    By Lori H, October 16, 2014
    • 7 replies
    • 2.6k views
    • 
    • QDROphile
    • October 16, 2014

35. Death Benefit payable to Child

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

36. 2015 plan limits

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

37. Mid-year change in automatic enrollment percentage

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

38. Reverse discrimination in safe harbor plan

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

39. 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

40. Conditions for Corrective 11g Amendment

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

41. 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

42. USERRA and make up deferrals

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

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

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

44. Pre PPA Auto Enroll vs ACA vs EACA vs QACA - HELP!!!

    By HarleyBabe, October 8, 2014
    • 2 replies
    • 2.5k views
    • 
    • HarleyBabe
    • October 10, 2014

45. 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

46. Amending profit-sharing component

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

47. Terminating safe harbor plan

    By Doghouse, October 8, 2014   

    • safe harbor
    • qnec
    • 6 replies
    • 6.3k views
    • 
    • Kevin C
    • October 9, 2014

48. 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

49. restatement date vs signature date

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

50. 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