401(k) Plans

19,490 topics in this forum

1. Roth Rollover to 401(k) Plan

   By 52626, January 20, 2015
   • 3 replies
   • 2.1k views
   • 
   • austin3515
   • January 22, 2015

2. 401(k) deferral not started by employer

   By mlp0816, January 21, 2015
   • 2 replies
   • 1.1k views
   • 
   • austin3515
   • January 22, 2015

3. 401k/PS plan - unused sick leave contribution

   By t.haley, January 20, 2015
   • 0 replies
   • 1.5k views
   • 
   • t.haley
   • January 20, 2015

4. Multiple Matching Formulas

   By LANDO, January 20, 2015   

   • 401K
   • Match
   • 1 reply
   • 2.4k views
   • 
   • Lou S.
   • January 20, 2015

5. Successor Plan

   By John Feldt ERPA CPC QPA, January 19, 2015   

   • Successor Plan
   • 1 reply
   • 1.3k views
   • 
   • Bird
   • January 20, 2015

6. 1099-R Question

   By austin3515, January 19, 2015
   • 1 reply
   • 1k views
   • 
   • chc93
   • January 20, 2015

7. Participating Employer Adoption Discretionary Amendment

   By austin3515, January 19, 2015
   • 0 replies
   • 1.4k views
   • 
   • austin3515
   • January 19, 2015

8. 401K Margin Trading Account

   By Guest will, June 6, 2013
   • 5 replies
   • 15.6k views
   • 
   • CaptainObvious
   • January 17, 2015

9. Discretionary Matches and Safe Harbor 401(k) Plans

   By katieinny, October 21, 2002
   • 36 replies
   • 16.2k views
   • 
   • John Feldt ERPA CPC QPA
   • January 16, 2015

10. Deemed 125 Compensation?

    By Briandfox, January 14, 2015
    • 4 replies
    • 13.7k views
    • 
    • Briandfox
    • January 16, 2015

11. Do I have to file a 5500 for 6 cents?

    By Jim Chad, January 12, 2015
    • 10 replies
    • 1.7k views
    • 
    • Jim Chad
    • January 15, 2015

12. Entry date for a rehired participant?

    By Lori H, January 14, 2015
    • 8 replies
    • 2.2k views
    • 
    • My 2 cents
    • January 14, 2015

13. issue corrected W2 or not?

    By WCC, January 12, 2015
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • January 12, 2015

14. Amending Safe Harbor

    By MGOAdmin, January 12, 2015   

    • 401k
    • safe harbor
    • (and 1 more)

      Tagged with:

      • 401k
      • safe harbor
      • amending
    • 1 reply
    • 1.5k views
    • 
    • Belgarath
    • January 12, 2015

15. ACP Safe Harbor / $2,500 cap on match

    By austin3515, January 12, 2015
    • 5 replies
    • 1.7k views
    • 
    • austin3515
    • January 12, 2015

16. Participant Communications/Notice Requirements

    By Nassau, January 7, 2015   

    • Reenrollment
    • 7 replies
    • 2.2k views
    • 
    • Kevin C
    • January 8, 2015

17. Matching Contributions

    By ratherbereading, January 8, 2015   

    • 401k
    • match
    • 9 replies
    • 2.1k views
    • 
    • Belgarath
    • January 8, 2015

18. Cavanaugh Investigations, P.C.

    By austin3515, January 6, 2015
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • January 8, 2015

19. H2B workers

    By R. Butler, January 5, 2015
    • 5 replies
    • 3.4k views
    • 
    • Kevin C
    • January 7, 2015

20. Non Deductible Contributions to DC Plan

    By TPA Bob, December 31, 2014
    • 9 replies
    • 1.6k views
    • 
    • Belgarath
    • January 6, 2015

21. Deadline for using Money in Erisa Budget/ Excess Revenue Accounts

    By khn, January 6, 2015
    • 0 replies
    • 896 views
    • 
    • khn
    • January 6, 2015

22. Safe harbor "maybe" plan - amendments

    By Belgarath, January 5, 2015
    • 7 replies
    • 3k views
    • 
    • Bird
    • January 6, 2015

23. Correction for deferral made after hardship withdrawal

    By BG5150, January 5, 2015
    • 1 reply
    • 4.9k views
    • 
    • Tom Poje
    • January 6, 2015

24. matching contribution for controlled group

    By Pixie, January 5, 2015   

    • match
    • controlled group
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • January 5, 2015

25. 501c3 / 401k Plan

    By austin3515, January 4, 2015
    • 5 replies
    • 1.8k views
    • 
    • austin3515
    • January 5, 2015

26. voluntary contribuitons

    By 52626, December 31, 2014
    • 5 replies
    • 1.4k views
    • 
    • austin3515
    • January 3, 2015

27. HELP :) In Plan Roth Conversion (Last Minute!)

    By austin3515, December 31, 2014
    • 11 replies
    • 1.7k views
    • 
    • Briandfox
    • January 3, 2015

28. Last Day of Quarter provision on match

    By austin3515, December 23, 2014
    • 28 replies
    • 3.8k views
    • 
    • GMK
    • January 2, 2015

29. Rules, Ceasing a Non-Safe Harbor Match

    By Briandfox, December 30, 2014
    • 3 replies
    • 1.3k views
    • 
    • Briandfox
    • January 2, 2015

30. Advantage to limit deferrals to high % of comp?

    By mattmc82, December 29, 2014
    • 7 replies
    • 1.8k views
    • 
    • Peter Gulia
    • January 1, 2015

31. Partner wants to transfer stock from personal fund into 401k for his deferral.

    By jkharvey, December 30, 2014   

    • Prohibited transaction?
    • 2 replies
    • 1.3k views
    • 
    • Peter Gulia
    • December 31, 2014

32. 401k withholding and rehires

    By CLE401kGuy, December 18, 2014
    • 8 replies
    • 3.5k views
    • 
    • Peter Gulia
    • December 30, 2014

33. Nonelective Contribution Requirement with respect to HCE

    By Ehill, December 29, 2014
    • 5 replies
    • 1.4k views
    • 
    • BG5150
    • December 30, 2014

34. 401k distribution to purchase house (special circumstances)

    By Guest sbjmg, December 27, 2014
    • 3 replies
    • 1.1k views
    • 
    • jpod
    • December 29, 2014

35. Failure to make 3% Safe Harbor Contribution

    By JRN, December 24, 2014   

    • Safe Harbor Failure
    • 2 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • December 26, 2014

36. Late Deposit of Contributions

    By PFranckowiak, December 19, 2014
    • 15 replies
    • 4.5k views
    • 
    • ESOP Guy
    • December 24, 2014

37. short plan year end - entry dates

    By Chippy, December 23, 2014
    • 2 replies
    • 1.5k views
    • 
    • Chippy
    • December 24, 2014

38. ACP Failures / SCP

    By austin3515, December 23, 2014
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • December 23, 2014

39. Top Heavy minimum in 401(k) plan triggered by SEP IRA contribution?

    By AndrewZ, December 22, 2014
    • 5 replies
    • 2.4k views
    • 
    • AndrewZ
    • December 23, 2014

40. Match True Up

    By LMOC, December 22, 2014
    • 5 replies
    • 1.8k views
    • 
    • QDROphile
    • December 23, 2014

41. TPA Necessary for a Solo(K)?

    By Guest snmhanson, December 22, 2014
    • 2 replies
    • 4.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 23, 2014

42. LLC taxed as a sub s

    By ombskid, December 22, 2014
    • 1 reply
    • 1k views
    • 
    • jpod
    • December 22, 2014

43. Matching Contribution -True up

    By Nassau, July 8, 2013
    • 7 replies
    • 7.4k views
    • 
    • 401king
    • December 22, 2014

44. Vesting

    By katie58, December 18, 2014
    • 12 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2014

45. crediting service /waiving eligibility

    By Scuba 401, December 19, 2014
    • 2 replies
    • 1k views
    • 
    • QDROphile
    • December 20, 2014

46. RMD from PS + designated ROTH account

    By Guest Dave Peckham, December 18, 2014
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • December 20, 2014

47. 3% SH and excluding bonuses from compensation

    By bevfair, December 17, 2014
    • 10 replies
    • 7.1k views
    • 
    • Bird
    • December 19, 2014

48. Withholding required on in-service withdrawals?

    By RayJJohnsonJr, December 19, 2014
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • December 19, 2014

49. Deferral correction

    By BW, December 15, 2014
    • 4 replies
    • 1.4k views
    • 
    • Beemer
    • December 19, 2014

50. ADP / Net Comp Testing

    By austin3515, December 17, 2014
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • December 18, 2014