401(k) Plans

19,321 topics in this forum

1. Loans - Hardship Only

   By MGOAdmin, April 15, 2014   

   • hardship
   • loan
   • 5 replies
   • 2k views
   • 
   • BG5150
   • April 16, 2014

2. Mid Year Amendment for Safe Harbor Plan

   By 52626, April 15, 2014
   • 5 replies
   • 1.3k views
   • 
   • Kevin C
   • April 18, 2014

3. comp net deferrals... for partners

   By AlbanyConsultant, April 14, 2014
   • 0 replies
   • 904 views
   • 
   • AlbanyConsultant
   • April 14, 2014

4. 404a5 Fee Disclosures

   By CLE401kGuy, April 11, 2014
   • 5 replies
   • 2.4k views
   • 
   • Peter Gulia
   • April 14, 2014

5. Auto Enrollment

   By Guest Celtics, April 11, 2014   

   • Amendment to add auto enroll
   • 1 reply
   • 840 views
   • 
   • justanotheradmin
   • April 11, 2014

6. Crediting Service

   By IRA, April 10, 2014
   • 0 replies
   • 879 views
   • 
   • IRA
   • April 10, 2014

7. Canadian subsidiaries of US corporations

   By k man, April 10, 2014
   • 1 reply
   • 904 views
   • 
   • Guest
   • April 11, 2014

8. Do voluntary aftertax contributions count toward 402(g) limit?

   By Jim Chad, April 10, 2014
   • 5 replies
   • 3.8k views
   • 
   • MWeddell
   • June 11, 2014

9. Adequate Fiduciary Liability Insurance?

   By khn, April 9, 2014
   • 4 replies
   • 2.1k views
   • 
   • Peter Gulia
   • April 11, 2014

10. HCE Manadatory Aggregation

    By justatester, April 9, 2014
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • April 11, 2014

11. Internal Controls

    By cripp12, April 9, 2014
    • 4 replies
    • 1.4k views
    • 
    • cripp12
    • April 10, 2014

12. 401(k) SH plan moves to MEP

    By jkharvey, April 9, 2014
    • 0 replies
    • 764 views
    • 
    • jkharvey
    • April 9, 2014

13. Discretionary Matching

    By SwimmingInBowelsOfERISA, April 8, 2014
    • 10 replies
    • 3.7k views
    • 
    • Tom Poje
    • April 9, 2014

14. Automatic Enrollment and Opt Out

    By 30Rock, April 7, 2014
    • 2 replies
    • 2.2k views
    • 
    • 30Rock
    • April 17, 2014

15. can ex-employee waive his right to employer contributions in a severance agreement?

    By Gudgergirl, April 7, 2014
    • 10 replies
    • 2.9k views
    • 
    • david rigby
    • April 9, 2014

16. Issue 1099 for loan if current on payments and no loan offset?

    By UM1234, April 4, 2014
    • 3 replies
    • 1.3k views
    • 
    • UM1234
    • April 4, 2014

17. Compensation For A Cross Tested SHNEC and PS Plan 2 YOS Eligibility

    By Stevo-PDX, April 3, 2014   

    • cross test
    • PS
    • (and 1 more)

      Tagged with:

      • cross test
      • PS
      • 2 YOS
    • 0 replies
    • 969 views
    • 
    • Stevo-PDX
    • April 3, 2014

18. Top Heavy Minimum in Terminating Plan

    By drakecohen, April 2, 2014
    • 1 reply
    • 949 views
    • 
    • PensionPro
    • April 2, 2014

19. Loan Policy

    By 52626, April 2, 2014
    • 1 reply
    • 1.2k views
    • 
    • FormsRstillmylife
    • April 2, 2014

20. top heavy to keys

    By cdavis25, April 2, 2014
    • 27 replies
    • 3.9k views
    • 
    • cdavis25
    • April 14, 2014

21. Failure to Auto Enroll - QACA Plan

    By 52626, April 1, 2014
    • 5 replies
    • 2.1k views
    • 
    • BG5150
    • April 2, 2014

22. Re-amortizing 401(k) loans is no longer permitted

    By Guest Spock, April 1, 2014   

    • 401(k) loan
    • 3 replies
    • 4.9k views
    • 
    • K2retire
    • April 2, 2014

23. Earned Income & Additional Medicare Tax

    By Nate X, April 1, 2014   

    • earned income
    • medicare tax
    • (and 1 more)

      Tagged with:

      • earned income
      • medicare tax
      • partnership
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • April 1, 2014

24. Using forfeitures to pay earnings

    By 30Rock, April 1, 2014
    • 15 replies
    • 9.7k views
    • 
    • jpod
    • September 29, 2016

25. Match due to 401(k) plan

    By R. Butler, April 1, 2014
    • 2 replies
    • 861 views
    • 
    • ETA Consulting LLC
    • April 1, 2014

26. SE-Tax for Canadian owner/participant

    By justanotheradmin, March 31, 2014
    • 0 replies
    • 802 views
    • 
    • justanotheradmin
    • March 31, 2014

27. Self Employed Income Multiple Partnerships

    By Stevo-PDX, March 31, 2014   

    • k-1
    • SEI
    • (and 2 more)

      Tagged with:

      • k-1
      • SEI
      • partnership
      • ownership
    • 2 replies
    • 1.9k views
    • 
    • Stevo-PDX
    • April 1, 2014

28. control group testing

    By EBDI, March 28, 2014
    • 3 replies
    • 1.1k views
    • 
    • EBDI
    • April 1, 2014

29. Too much employer deposit!

    By justanotheradmin, March 28, 2014
    • 6 replies
    • 1.3k views
    • 
    • justanotheradmin
    • March 28, 2014

30. Safe harbor contribution for non-equity partner

    By Guest Hnicolas, March 28, 2014
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • March 28, 2014

31. Residential Loan Question

    By khn, March 27, 2014
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • March 27, 2014

32. The end of FBO's???

    By austin3515, March 27, 2014
    • 7 replies
    • 1.4k views
    • 
    • Peter Gulia
    • March 28, 2014

33. 872-H

    By austin3515, March 27, 2014
    • 3 replies
    • 2.7k views
    • 
    • austin3515
    • March 27, 2014

34. Candian Employee

    By Guest jark, March 27, 2014
    • 4 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 28, 2014

35. Coverage Tests

    By Guest Celtics, March 27, 2014
    • 2 replies
    • 763 views
    • 
    • MWeddell
    • March 31, 2014

36. Taxes for Participant with Foreign Address

    By Guest Dee401kLady, March 26, 2014   

    • Taxes
    • 9 replies
    • 3.3k views
    • 
    • aGordeno
    • November 12, 2018

37. tax withholding pd outside of trust, now what

    By TPApril, March 25, 2014
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 27, 2014

38. Tracking Employer vs Employee contributions in a Solo(K)

    By Guest snmhanson, March 25, 2014
    • 7 replies
    • 3.4k views
    • 
    • ESOP Guy
    • March 26, 2014

39. Real Estate as Investment

    By Stash026, March 25, 2014
    • 5 replies
    • 1.7k views
    • 
    • 401K_AZ
    • April 4, 2014

40. Post Severance Comp

    By austin3515, March 24, 2014
    • 1 reply
    • 818 views
    • 
    • austin3515
    • March 24, 2014

41. ADP deadline for 2013

    By 30Rock, March 21, 2014
    • 11 replies
    • 1.2k views
    • 
    • 12AX7
    • March 25, 2014

42. Excess deferral - 2 plans

    By ombskid, March 21, 2014
    • 7 replies
    • 4.2k views
    • 
    • K2retire
    • December 2, 2014

43. 404a5 Fee Disclosures

    By CLE401kGuy, March 21, 2014
    • 9 replies
    • 6.3k views
    • 
    • BG5150
    • April 2, 2014

44. 1st filing year for spin-off plan from a MEP...Pitfalls?

    By Guest Puff, March 21, 2014   

    • spin-off
    • mep
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 21, 2014

45. Simple IRA rollover to a Qualifed Plan

    By 52626, March 21, 2014
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • March 21, 2014

46. Fidelity Bond Web-sites

    By austin3515, March 20, 2014
    • 24 replies
    • 2.1k views
    • 
    • Peter Gulia
    • March 25, 2014

47. EACA mid-year percentage change

    By Belgarath, March 20, 2014
    • 1 reply
    • 2.2k views
    • 
    • BG5150
    • March 20, 2014

48. earned income calculation

    By Chippy, March 19, 2014
    • 2 replies
    • 894 views
    • 
    • PensionPro
    • March 19, 2014

49. Adding an Employer to a 401k Plan

    By CLE401kGuy, March 19, 2014
    • 7 replies
    • 1.2k views
    • 
    • MWeddell
    • March 20, 2014

50. ACP testing question

    By fiona1, March 19, 2014
    • 0 replies
    • 828 views
    • 
    • fiona1
    • March 19, 2014