401(k) Plans

19,499 topics in this forum

1. Gateway Minimum

   By LMD1, November 17, 2014
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • November 17, 2014

2. 401(k) Borrowing

   By Guest John P., November 14, 2014
   • 2 replies
   • 1.6k views
   • 
   • austin3515
   • November 15, 2014

3. Pros/Cons of After tax contributions?

   By kwalified, November 6, 2014
   • 17 replies
   • 7.6k views
   • 
   • Guest
   • November 14, 2014

4. Correcting Profit Sharing Allocation

   By 52626, November 12, 2014
   • 2 replies
   • 1.4k views
   • 
   • BG5150
   • November 13, 2014

5. QNEC to pass 410b

   By Guest mdelin, November 13, 2014
   • 1 reply
   • 1.6k views
   • 
   • Tom Poje
   • November 13, 2014

6. Revenue Sharing Realloaction Funds to participants

   By Guest cdecastro78, November 10, 2014
   • 2 replies
   • 1.2k views
   • 
   • chc93
   • November 13, 2014

7. Determination of Controlled Group

   By pixmax, November 11, 2014
   • 4 replies
   • 1.3k views
   • 
   • Lou S.
   • November 12, 2014

8. Change in partnership

   By pmacduff, November 7, 2014
   • 6 replies
   • 1.2k views
   • 
   • pmacduff
   • November 12, 2014

9. 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
   • 1.6k views
   • 
   • austin3515
   • November 12, 2014

10. NRA in new plan's document

    By doombuggy, November 10, 2014   

    • normal retirement age
    • 10 replies
    • 3.4k views
    • 
    • Peter Gulia
    • November 11, 2014

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

    By Belgarath, November 10, 2014
    • 5 replies
    • 5.3k views
    • 
    • Belgarath
    • November 11, 2014

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

    By Peter Gulia, November 10, 2014   

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

13. Eligibility after break in service

    By Guest jpelle, November 10, 2014
    • 1 reply
    • 1.2k views
    • 
    • ESOP Guy
    • November 10, 2014

14. Prior Year Testing

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

15. Multiple 401(k) Plans

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

16. Negative 401(k) payroll contribution

    By justasking, November 7, 2014
    • 1 reply
    • 3.1k views
    • 
    • Lou S.
    • November 7, 2014

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

    By justasking, November 7, 2014
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • November 7, 2014

18. Auto Enrollment - Safe Harbor Plan

    By austin3515, November 6, 2014
    • 4 replies
    • 1.9k views
    • 
    • austin3515
    • November 7, 2014

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

    By Alex Daisy, November 7, 2014
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • November 7, 2014

20. EACA

    By Alex Daisy, November 3, 2014
    • 2 replies
    • 1.2k views
    • 
    • Alex Daisy
    • November 7, 2014

21. Removing last day provision for lay off employees

    By justatester, November 7, 2014
    • 0 replies
    • 1k views
    • 
    • justatester
    • November 7, 2014

22. Lost earnings rate of return

    By cpc0506, November 4, 2014
    • 4 replies
    • 1.8k views
    • 
    • ESOP Guy
    • November 6, 2014

23. Minimum Acct Balances

    By austin3515, November 3, 2014
    • 23 replies
    • 3.2k views
    • 
    • austin3515
    • November 6, 2014

24. Minor Children and 401k Eligibility

    By JH1, November 5, 2014
    • 4 replies
    • 3.9k views
    • 
    • Tom Poje
    • November 5, 2014

25. Annual QDIA Notice and 404c Compliance

    By khn, November 3, 2014
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • November 4, 2014

26. Letter from IRS saying 5500 EZ has wrong EIN

    By Jim Chad, November 4, 2014
    • 2 replies
    • 2.6k views
    • 
    • Bird
    • November 4, 2014

27. Huh??

    By thepensionmaven, November 2, 2014
    • 5 replies
    • 1.7k views
    • 
    • Peter Gulia
    • November 4, 2014

28. Plan Year Ends within Tax Year

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

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

    By austin3515, October 24, 2014
    • 6 replies
    • 1.8k views
    • 
    • austin3515
    • November 2, 2014

30. 9/30/2014 PYE and catch up

    By Chippy, October 31, 2014
    • 3 replies
    • 1.2k views
    • 
    • Lou S.
    • October 31, 2014

31. ADP Test Question - Plan Imposed Limit

    By pholosofizer, October 30, 2014
    • 2 replies
    • 1.4k views
    • 
    • pholosofizer
    • October 30, 2014

32. What the heck is this??

    By austin3515, October 28, 2014
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • October 28, 2014

33. Terminated Participant Fee

    By jeff77, October 27, 2014
    • 2 replies
    • 2.3k views
    • 
    • QDROphile
    • October 27, 2014

34. Early Retirement Feature and anti-cut back

    By cpc0506, October 24, 2014
    • 3 replies
    • 1.8k views
    • 
    • Lou S.
    • October 24, 2014

35. Auto Escalation

    By austin3515, October 24, 2014
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • October 24, 2014

36. Plan Termination and Successor Plan Rules

    By Alex Daisy, October 24, 2014
    • 2 replies
    • 3.2k views
    • 
    • david rigby
    • October 24, 2014

37. Deposit timing of PS $

    By doombuggy, October 14, 2014
    • 7 replies
    • 2k views
    • 
    • austin3515
    • October 24, 2014

38. Controlled Group - Spouse Attribution

    By ERISA13, October 21, 2014
    • 3 replies
    • 2.2k views
    • 
    • Calavera
    • October 23, 2014

39. Deferred Compensation and elective deferrals

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

40. Top Heavy Status - Profit Sharing Receivables

    By MGOAdmin, October 23, 2014   

    • top heavy
    • profit sharing
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • October 23, 2014

41. Allocating cents to 401(k) subaccounts

    By Guest hk73, October 21, 2014
    • 7 replies
    • 1.8k views
    • 
    • Bird
    • October 23, 2014

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

    By Guest Grumpy456, October 22, 2014
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • October 22, 2014

43. Multiple Employer Plan - Plan Expenses

    By Alex Daisy, October 21, 2014
    • 1 reply
    • 1.2k views
    • 
    • chc93
    • October 22, 2014

44. controlled group?

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

45. Otherwise Excludable Employees

    By Alex Daisy, March 10, 2009
    • 19 replies
    • 10.8k views
    • 
    • pookah
    • October 21, 2014

46. 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
    • 1.7k views
    • 
    • Tom Poje
    • October 21, 2014

47. After Tax Contributions

    By Guest Patti SP, October 17, 2014
    • 3 replies
    • 1.6k views
    • 
    • Jim Chad
    • October 21, 2014

48. Incorrect Profit Sharing Allocation

    By 52626, October 20, 2014
    • 4 replies
    • 2.5k views
    • 
    • ESOP Guy
    • October 20, 2014

49. Varying levels of match based on classification groups?

    By TPAnnie, October 17, 2014
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • October 17, 2014

50. Anyone an expert on Average Benefits testing?

    By AKconsult, October 15, 2014
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • October 16, 2014