401(k) Plans

19,451 topics in this forum

1. Extend 5 year general purpose loan?

   By oldman, February 13, 2012
   • 2 replies
   • 1.4k views
   • 
   • MWeddell
   • August 22, 2014

2. QACA Match and Forfeitures

   By 30Rock, August 22, 2014
   • 2 replies
   • 3.3k views
   • 
   • 30Rock
   • August 22, 2014

3. Exclude Anyone Hired After a Date

   By austin3515, August 21, 2014
   • 2 replies
   • 1k views
   • 
   • John Feldt ERPA CPC QPA
   • August 22, 2014

4. Asset Transfer

   By Guest MatchaT, August 21, 2014
   • 6 replies
   • 1.7k views
   • 
   • movedon
   • August 22, 2014

5. Good article on FAB 2014-01

   By austin3515, August 21, 2014
   • 6 replies
   • 1.3k views
   • 
   • austin3515
   • August 21, 2014

6. IRS Looking for a GUST Restatement

   By austin3515, August 18, 2014
   • 41 replies
   • 5k views
   • 
   • austin3515
   • August 21, 2014

7. Late deposits

   By ESOP Guy, March 24, 2011
   • 20 replies
   • 9.6k views
   • 
   • rcline46
   • August 21, 2014

8. Compensation used to Determine Top Paid Group

   By MarZDoates, August 20, 2014
   • 3 replies
   • 1.3k views
   • 
   • MWeddell
   • August 21, 2014

9. safe harbor and top heavy

   By pmacduff, August 18, 2014
   • 2 replies
   • 965 views
   • 
   • Tom Poje
   • August 19, 2014

10. controlled group

    By 52626, August 18, 2014
    • 3 replies
    • 933 views
    • 
    • austin3515
    • August 18, 2014

11. Actual Hours and Short Eligibility Period

    By justanotheradmin, August 15, 2014
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • August 15, 2014

12. Early Participation and Otherwise Excludable

    By Guest LLHarlow, August 14, 2014   

    • ADP Test Exclusions
    • 5 replies
    • 4k views
    • 
    • MWeddell
    • August 15, 2014

13. SH Match Question

    By buckaroo, August 14, 2014
    • 8 replies
    • 2.5k views
    • 
    • MWeddell
    • August 15, 2014

14. 401k deposits into a SIMPLE investment account

    By cpc0506, August 13, 2014
    • 6 replies
    • 1.1k views
    • 
    • Bird
    • August 15, 2014

15. Who is entitled to Safe Harbor

    By pensionnube, August 13, 2014   

    • Safe Harbor
    • termed
    • 5 replies
    • 1.6k views
    • 
    • chc93
    • August 14, 2014

16. To audit or not to audit, that is the question

    By dseals, August 13, 2014   

    • date of participation
    • 5 replies
    • 1.2k views
    • 
    • masteff
    • August 14, 2014

17. Employer Cannot Fund SH Match

    By Dougsbpc, August 13, 2014
    • 8 replies
    • 1.3k views
    • 
    • BG5150
    • August 14, 2014

18. Management group

    By R. Butler, August 13, 2014
    • 2 replies
    • 953 views
    • 
    • Kevin C
    • August 13, 2014

19. precious metals in 401(k) Plan?

    By Jim Chad, August 12, 2014
    • 8 replies
    • 2.9k views
    • 
    • R. Butler
    • August 13, 2014

20. employee deferral BEFORE plan adoption

    By tpacpa, August 11, 2014   

    • 401(k)
    • 8 replies
    • 2k views
    • 
    • tpacpa
    • August 12, 2014

21. Car Allownces

    By katie58, August 11, 2014
    • 18 replies
    • 22k views
    • 
    • MWeddell
    • August 12, 2014

22. Tiered SHNEC Contributions

    By Rich L. Mayer, August 11, 2014
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • August 11, 2014

23. Safe Harbor Plan w/ additional Match - ACP Test or not?

    By Guest Puff, August 11, 2014   

    • SHNE with match
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 11, 2014

24. Re instatement after Hardship 6 month suspension

    By 52626, August 7, 2014
    • 5 replies
    • 2.1k views
    • 
    • K2retire
    • August 11, 2014

25. Client moving from nonERISA owner only plan to ERISA plan

    By AKconsult, August 8, 2014
    • 2 replies
    • 977 views
    • 
    • Bird
    • August 11, 2014

26. Failure to Enoll Employee - help with corrective contribution, please

    By Guest MikeD, August 5, 2014
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • August 7, 2014

27. Payroll company mix up

    By K2retire, August 5, 2014
    • 4 replies
    • 1.3k views
    • 
    • K2retire
    • August 6, 2014

28. Participant Fee Disclosure-404(a)(5)-Is Electronic Delivery Allowed

    By jala, August 4, 2014   

    • Participant Fee Disclosure
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • August 5, 2014

29. Self Directed Brokerage Accounts

    By khn, August 1, 2014
    • 5 replies
    • 2k views
    • 
    • Peter Gulia
    • August 5, 2014

30. 100% deferral leads to $0 paycheck

    By WCC, July 31, 2014
    • 6 replies
    • 2.6k views
    • 
    • masteff
    • August 1, 2014

31. Full-time for specific RATE of contribution

    By austin3515, July 30, 2014
    • 18 replies
    • 1.4k views
    • 
    • Kevin C
    • July 31, 2014

32. Employer took pre-tax instead of Roth

    By katie58, July 25, 2014
    • 4 replies
    • 1.7k views
    • 
    • 401_noob
    • July 30, 2014

33. Reduced elective deferral limit for a subset of HCEs

    By buckaroo, July 29, 2014
    • 2 replies
    • 1k views
    • 
    • MWeddell
    • July 30, 2014

34. Lost earnings from Forfeiture account

    By JKW, July 28, 2014
    • 6 replies
    • 3.1k views
    • 
    • masteff
    • July 29, 2014

35. Adding 401(k) to PSP Issue

    By chris, July 25, 2014
    • 5 replies
    • 2.1k views
    • 
    • Kevin C
    • July 25, 2014

36. Naming of Plan Administrator

    By TPA Bob, July 23, 2014
    • 13 replies
    • 2.4k views
    • 
    • david rigby
    • July 24, 2014

37. Control Group Determination

    By pixmax, July 23, 2014
    • 6 replies
    • 1.3k views
    • 
    • My 2 cents
    • July 24, 2014

38. Hardship Distribution - post-secondary education

    By austin3515, July 21, 2014
    • 5 replies
    • 4.7k views
    • 
    • masteff
    • July 22, 2014

39. Late Fee Disclosure for Fee Reduction

    By khn, July 21, 2014
    • 2 replies
    • 1.1k views
    • 
    • Lou S.
    • July 21, 2014

40. Simple IRA or 401-k to Regular 401-k

    By KevinMc, July 19, 2014
    • 5 replies
    • 2k views
    • 
    • masteff
    • July 21, 2014

41. Can you use component/restructuring to pass ADP/ACP Test?

    By MrKnowItLittle, July 19, 2014   

    • component plan
    • restructuring plan
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • July 21, 2014

42. Sponsoring a SEP and 401(k)

    By austin3515, July 18, 2014
    • 1 reply
    • 929 views
    • 
    • ETA Consulting LLC
    • July 18, 2014

43. Technical Advice Memorandum re Specifically-Named EEs?

    By Guest TaxedToDeath, July 14, 2014
    • 10 replies
    • 2k views
    • 
    • KJohnson
    • July 17, 2014

44. distribution for lost participant after plan termination

    By Pixie, July 17, 2014   

    • lost participant
    • plan termination
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • July 17, 2014

45. Matching Contribution in a solo(k)

    By erisa parrot, July 14, 2014
    • 3 replies
    • 1.7k views
    • 
    • masteff
    • July 16, 2014

46. one bad apple in a mep

    By TPApril, July 15, 2014
    • 1 reply
    • 1.7k views
    • 
    • MoJo
    • July 16, 2014

47. Parent Subidiary issue

    By 52626, July 14, 2014
    • 1 reply
    • 962 views
    • 
    • K2retire
    • July 14, 2014

48. LLC Owner in 401(k) Plan

    By LMOC, July 11, 2014
    • 11 replies
    • 2.4k views
    • 
    • Bird
    • July 11, 2014

49. Suspend Safe Harbor Match, Implement Match Subj to Vesting

    By CLE401kGuy, July 9, 2014
    • 2 replies
    • 1k views
    • 
    • BG5150
    • July 9, 2014

50. Forfeitures & buy-back provisions in the plan doc

    By TPApril, July 8, 2014
    • 7 replies
    • 2k views
    • 
    • BG5150
    • July 9, 2014