401(k) Plans

19,410 topics in this forum

1. annuity in target-date fund?

   By Peter Gulia, November 25, 2014   

   • investment alternative
   • 3 replies
   • 1k views
   • 
   • GMK
   • November 26, 2014

2. Forfeitures and Safe Harbor Match

   By imchipbrown, November 17, 2014   

   • Forfeiture Safe Harbor Match
   • 28 replies
   • 13.5k views
   • 
   • austin3515
   • November 25, 2014

3. One person LLC, Solo 401k, 1 Employee - Question

   By jsmith1985, November 23, 2014
   • 1 reply
   • 1.2k views
   • 
   • GMK
   • November 24, 2014

4. ADP Test - Owner dies

   By pensionnube, November 20, 2014   

   • ADP test off plan year
   • 2 replies
   • 1.2k views
   • 
   • ETA Consulting LLC
   • November 21, 2014

5. Amending out of 100% QPSA

   By Craig Garner, November 20, 2014
   • 2 replies
   • 1.9k views
   • 
   • Kevin C
   • November 21, 2014

6. "true up" for self employed

   By JButtrick, November 20, 2014
   • 8 replies
   • 2.1k views
   • 
   • Craig Garner
   • November 21, 2014

7. FIN for a sole proprietorship

   By KevinMc, November 20, 2014
   • 5 replies
   • 1.6k views
   • 
   • movedon
   • November 20, 2014

8. Rechacterization of Salary Reduction to ROTH within a 401(k) Plan

   By Guest Jules1, November 18, 2014
   • 5 replies
   • 1.2k views
   • 
   • K2retire
   • November 20, 2014

9. Missing participant is deceased

   By JKW, November 17, 2014
   • 3 replies
   • 1.1k views
   • 
   • JKW
   • November 20, 2014

10. Prohibitted Transaction?

    By austin3515, November 14, 2014
    • 29 replies
    • 3.3k views
    • 
    • chc93
    • November 18, 2014

11. Enhanced Safe Harbor MAtch

    By 52626, November 18, 2014
    • 4 replies
    • 1.8k views
    • 
    • Lou S.
    • November 18, 2014

12. Gateway Minimum

    By LMD1, November 17, 2014
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 17, 2014

13. 401(k) Borrowing

    By Guest John P., November 14, 2014
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • November 15, 2014

14. Pros/Cons of After tax contributions?

    By kwalified, November 6, 2014
    • 17 replies
    • 6.2k views
    • 
    • Guest
    • November 14, 2014

15. Correcting Profit Sharing Allocation

    By 52626, November 12, 2014
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • November 13, 2014

16. QNEC to pass 410b

    By Guest mdelin, November 13, 2014
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • November 13, 2014

17. Revenue Sharing Realloaction Funds to participants

    By Guest cdecastro78, November 10, 2014
    • 2 replies
    • 1k views
    • 
    • chc93
    • November 13, 2014

18. Determination of Controlled Group

    By pixmax, November 11, 2014
    • 4 replies
    • 1.1k views
    • 
    • Lou S.
    • November 12, 2014

19. Change in partnership

    By pmacduff, November 7, 2014
    • 6 replies
    • 1k views
    • 
    • pmacduff
    • November 12, 2014

20. Ownership/Family attribution in a 501c3 401k plan possible?

    By 401QUE, November 11, 2014   

    • ownership attribution
    • nonprofit
    • (and 1 more)

      Tagged with:

      • ownership attribution
      • nonprofit
      • HCE determination
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • November 12, 2014

21. NRA in new plan's document

    By doombuggy, November 10, 2014   

    • normal retirement age
    • 10 replies
    • 2.9k views
    • 
    • Peter Gulia
    • November 11, 2014

22. Tips - W-2 comp definition - safe harbor match per payroll

    By Belgarath, November 10, 2014
    • 5 replies
    • 4.9k views
    • 
    • Belgarath
    • November 11, 2014

23. Which States don't follow Roth tax treatment?

    By Peter Gulia, November 10, 2014   

    • Roth 401(k)
    • 0 replies
    • 760 views
    • 
    • Peter Gulia
    • November 10, 2014

24. Eligibility after break in service

    By Guest jpelle, November 10, 2014
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • November 10, 2014

25. Prior Year Testing

    By CLE401kGuy, November 7, 2014
    • 1 reply
    • 871 views
    • 
    • Tom Poje
    • November 10, 2014

26. Multiple 401(k) Plans

    By Guest Grumpy456, November 8, 2014
    • 1 reply
    • 875 views
    • 
    • Tom Poje
    • November 10, 2014

27. Negative 401(k) payroll contribution

    By justasking, November 7, 2014
    • 1 reply
    • 2.9k views
    • 
    • Lou S.
    • November 7, 2014

28. LTD to Active Status and 401(k) loan

    By justasking, November 7, 2014
    • 2 replies
    • 1k views
    • 
    • Lou S.
    • November 7, 2014

29. Auto Enrollment - Safe Harbor Plan

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

30. 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

31. EACA

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

32. Removing last day provision for lay off employees

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

33. Lost earnings rate of return

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

34. Minimum Acct Balances

    By austin3515, November 3, 2014
    • 23 replies
    • 2.7k views
    • 
    • austin3515
    • November 6, 2014

35. Minor Children and 401k Eligibility

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

36. Annual QDIA Notice and 404c Compliance

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

37. Letter from IRS saying 5500 EZ has wrong EIN

    By Jim Chad, November 4, 2014
    • 2 replies
    • 2.3k views
    • 
    • Bird
    • November 4, 2014

38. Huh??

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

39. Plan Year Ends within Tax Year

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

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

    By austin3515, October 24, 2014
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • November 2, 2014

41. 9/30/2014 PYE and catch up

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

42. ADP Test Question - Plan Imposed Limit

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

43. What the heck is this??

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

44. Terminated Participant Fee

    By jeff77, October 27, 2014
    • 2 replies
    • 2.1k views
    • 
    • QDROphile
    • October 27, 2014

45. Early Retirement Feature and anti-cut back

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

46. Auto Escalation

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

47. Plan Termination and Successor Plan Rules

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

48. Deposit timing of PS $

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

49. Controlled Group - Spouse Attribution

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

50. Deferred Compensation and elective deferrals

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