401(k) Plans

19,490 topics in this forum

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

   By heygents, October 9, 2014
   • 4 replies
   • 1.8k views
   • 
   • ESOP Guy
   • October 10, 2014

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

   By HarleyBabe, October 8, 2014
   • 2 replies
   • 2.6k views
   • 
   • HarleyBabe
   • October 10, 2014

3. Exclusion of Eligible Employees from 401(k) Deferral Opportunity

   By ERISA1, October 9, 2014   

   • What if all NHCEs Excluded
   • 2 replies
   • 1.3k views
   • 
   • BG5150
   • October 10, 2014

4. Amending profit-sharing component

   By Guest JPIngold, October 8, 2014
   • 5 replies
   • 2.7k views
   • 
   • Guest
   • October 9, 2014

5. Terminating safe harbor plan

   By Doghouse, October 8, 2014   

   • safe harbor
   • qnec
   • 6 replies
   • 6.6k views
   • 
   • Kevin C
   • October 9, 2014

6. Hardship available after loans at 50% have been exhausted

   By PainPA, October 9, 2014   

   • Hardship Loans 50%
   • 1 reply
   • 1.1k views
   • 
   • 401king
   • October 9, 2014

7. restatement date vs signature date

   By WCC, October 1, 2014
   • 16 replies
   • 4.3k views
   • 
   • MJ Hartman
   • October 9, 2014

8. Eligibility Under 401(k) Safe Harbor Plan

   By Below Ground, October 8, 2014   

   • Immediate Entry for Deferrals
   • 5 replies
   • 1.3k views
   • 
   • Below Ground
   • October 8, 2014

9. Controlled Group - Plans have different Plan Year Ends

   By Steve Waddo, June 2, 2011
   • 6 replies
   • 3.3k views
   • 
   • Trekker
   • October 8, 2014

10. Converting an existing 401(k) plan to QACA

    By Guest kh1, September 23, 2014
    • 6 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 8, 2014

11. Corrective Amendment - Safe Harbor

    By MGOAdmin, October 7, 2014   

    • Safe harbor
    • amendment
    • (and 1 more)

      Tagged with:

      • Safe harbor
      • amendment
      • corrective
    • 2 replies
    • 2k views
    • 
    • MGOAdmin
    • October 7, 2014

12. Asset Protection / Bankruptcy / Creditor Claims

    By austin3515, October 7, 2014
    • 8 replies
    • 1.5k views
    • 
    • austin3515
    • October 7, 2014

13. Newly Eligible Employees

    By justatester, October 7, 2014   

    • Business Aquistion
    • 1 reply
    • 928 views
    • 
    • Lou S.
    • October 7, 2014

14. Minimum payroll for a loan deduction

    By 30Rock, October 3, 2014
    • 9 replies
    • 2.8k views
    • 
    • MoJo
    • October 7, 2014

15. Form 5330 for excess contributions from 2011

    By AKconsult, October 7, 2014   

    • 5330 excess contributions
    • 0 replies
    • 1.3k views
    • 
    • AKconsult
    • October 7, 2014

16. Management Group

    By austin3515, October 4, 2014
    • 2 replies
    • 1.4k views
    • 
    • J Simmons
    • October 4, 2014

17. late deposit and 415 limits

    By K2retire, October 3, 2014
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • October 3, 2014

18. Calculating earnings and late deposit

    By 30Rock, October 3, 2014
    • 1 reply
    • 942 views
    • 
    • BG5150
    • October 3, 2014

19. Late Deposits - DOL Safe Harbor

    By PensionPro, September 29, 2014
    • 5 replies
    • 1.9k views
    • 
    • 401K_AZ
    • October 3, 2014

20. Otherwise excludable employees for ADP testing

    By 30Rock, September 22, 2014
    • 9 replies
    • 2.8k views
    • 
    • 30Rock
    • October 3, 2014

21. Controlled Group companies & Testing

    By Alex Daisy, October 3, 2014
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 3, 2014

22. 2013 PS after Partnership Return Filed

    By austin3515, October 3, 2014
    • 1 reply
    • 949 views
    • 
    • Bird
    • October 3, 2014

23. Exclude Temporary Employees

    By austin3515, October 2, 2014
    • 3 replies
    • 3.5k views
    • 
    • KJohnson
    • October 2, 2014

24. How to Calculate 401k Match in Excel

    By Guest rickmagill, October 1, 2014
    • 2 replies
    • 11.7k views
    • 
    • BG5150
    • October 2, 2014

25. participants moved to union - in TH calc?

    By AlbanyConsultant, September 25, 2014
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • October 1, 2014

26. Single-member LLC: how to report owner's 401(k) deferrals to IRS?

    By UM1234, September 29, 2014
    • 3 replies
    • 1.7k views
    • 
    • UM1234
    • October 1, 2014

27. Late Deposit - Lost Earnings

    By MGOAdmin, September 29, 2014   

    • Late deposit
    • lost earnings
    • 4 replies
    • 1.3k views
    • 
    • K2retire
    • October 1, 2014

28. 30 day notice for adding fund

    By khn, September 30, 2014
    • 3 replies
    • 2.7k views
    • 
    • QDROphile
    • September 30, 2014

29. ERISA Preemption

    By austin3515, September 29, 2014
    • 14 replies
    • 2.4k views
    • 
    • GMK
    • September 30, 2014

30. S Corp Owner Contributions

    By coleboy, September 29, 2014
    • 3 replies
    • 1.2k views
    • 
    • QDROphile
    • September 29, 2014

31. One man plan investing in collectibles

    By jkharvey, September 26, 2014
    • 6 replies
    • 1.5k views
    • 
    • Bird
    • September 29, 2014

32. Corrective Amend within 9.5 Months to a Safe Harbored 401k

    By ERISA1, July 25, 2014   

    • Safe Harbor
    • corrective amendment
    • (and 3 more)

      Tagged with:

      • Safe Harbor
      • corrective amendment
      • mid-year amendment
      • Gateway
      • Eligibility
    • 16 replies
    • 3.5k views
    • 
    • Guest
    • September 26, 2014

33. Taxation on "late" 402(g) Excesses

    By BG5150, September 25, 2014
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 26, 2014

34. Converting a Simple IRA to a Safe Harbor 401(k)

    By mlp0816, September 25, 2014
    • 4 replies
    • 3k views
    • 
    • GMK
    • September 25, 2014

35. brokerage account only for owner?

    By gregburst, September 23, 2014   

    • goose vs gander
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • September 24, 2014

36. Short Plan Year Safe Harbor Plan

    By Guest lovework, September 17, 2014
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • September 24, 2014

37. Successor 401(k) Plans - correction thoughts

    By TPApril, September 16, 2014
    • 12 replies
    • 2.3k views
    • 
    • Kevin C
    • September 23, 2014

38. Unique ACA issue and participants personal info

    By Lori H, September 19, 2014   

    • Privacy issues?
    • 3 replies
    • 1k views
    • 
    • SearchLight
    • September 19, 2014

39. Safe Harbor Mid Year Amendment - Predecessor Service

    By 52626, September 18, 2014
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • September 19, 2014

40. What is with these recordkeepers and QDRO's

    By austin3515, September 17, 2014
    • 13 replies
    • 1.9k views
    • 
    • SearchLight
    • September 18, 2014

41. New plan with partial year safe harbor provisions

    By cpc0506, September 17, 2014
    • 5 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 17, 2014

42. Annual Required Participant Notice Question

    By khn, September 17, 2014
    • 1 reply
    • 939 views
    • 
    • GMK
    • September 17, 2014

43. Match as Bonus

    By austin3515, September 16, 2014
    • 7 replies
    • 1.7k views
    • 
    • austin3515
    • September 16, 2014

44. Age waiver in a new document

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

45. Auto Enroll Auto Escalation

    By austin3515, September 15, 2014
    • 6 replies
    • 1.9k views
    • 
    • austin3515
    • September 16, 2014

46. WAGES and 401(k) Withholding

    By Guest HFOSTER, April 4, 2003
    • 9 replies
    • 11.1k views
    • 
    • cheersmate
    • September 16, 2014

47. Multiple Employer 401(k)

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

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

    By Guest wickedp1, September 13, 2014   

    • Safe Harbor
    • Top Heavy Exemption
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • September 15, 2014

49. New 401k for Er w/ SARSEP

    By austin3515, September 8, 2014
    • 4 replies
    • 1.3k views
    • 
    • Appleby
    • September 15, 2014

50. eligible rollover distribution

    By Rai401k, September 12, 2014
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 12, 2014