401(k) Plans

19,275 topics in this forum

1. Forcing a 415 Failure

   By Guest Yeti68, March 18, 2014
   • 11 replies
   • 6.5k views
   • 
   • austin3515
   • March 20, 2014

2. Adding an Employer to a 401k Plan

   By CLE401kGuy, March 19, 2014
   • 7 replies
   • 1.1k views
   • 
   • MWeddell
   • March 20, 2014

3. EACA mid-year percentage change

   By Belgarath, March 20, 2014
   • 1 reply
   • 2.1k views
   • 
   • BG5150
   • March 20, 2014

4. earned income calculation

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

5. RMD's from Roth Accounts

   By Dougsbpc, March 18, 2014
   • 10 replies
   • 2.1k views
   • 
   • masteff
   • March 19, 2014

6. payroll error on contribution

   By JKW, March 11, 2014
   • 2 replies
   • 1.2k views
   • 
   • JKW
   • March 19, 2014

7. ACP testing question

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

8. IRS Matching 1120's and 5500's

   By austin3515, March 18, 2014
   • 5 replies
   • 1.4k views
   • 
   • austin3515
   • March 18, 2014

9. Senior Moment

   By thepensionmaven, March 16, 2014
   • 8 replies
   • 1.1k views
   • 
   • Bill Presson
   • March 18, 2014

10. Prohibitive Transaction

    By Guest elang, March 17, 2014   

    • Loan
    • 7 replies
    • 1.3k views
    • 
    • Peter Gulia
    • March 18, 2014

11. Required Top-Heavy Contribution for non-key HCE?

    By Guest Platinum401k, March 17, 2014   

    • top heavy 401k hce
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • March 17, 2014

12. Asset Purchase

    By Guest A_Dude, March 11, 2014
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • March 17, 2014

13. New Comp - Separate Alloc Groups - Coverage

    By austin3515, March 13, 2014
    • 6 replies
    • 1k views
    • 
    • Earl
    • March 14, 2014

14. New Form 8822-B

    By 30Rock, March 14, 2014
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 14, 2014

15. Multiple Employer Plan - Loans

    By Pam S., March 13, 2014
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • March 14, 2014

16. Post Hardship Deferrals not Suspended

    By Pixie, March 13, 2014   

    • Hardship
    • Suspended
    • 2 replies
    • 1.3k views
    • 
    • WCC
    • March 13, 2014

17. Safe Harbor Match Calculation Per Payroll Period

    By CAR, March 11, 2014
    • 9 replies
    • 14.9k views
    • 
    • masteff
    • March 12, 2014

18. deferrals by a terminated employee

    By WCC, March 12, 2014   

    • no 2 1/2 month inclusion
    • 0 replies
    • 882 views
    • 
    • WCC
    • March 12, 2014

19. Earned Income/key employees/Top Heavy Minimum

    By Chippy, March 11, 2014
    • 5 replies
    • 1.3k views
    • 
    • PensionPro
    • March 12, 2014

20. ADP Test - Employer Sponsors 2 Plans

    By JBones, March 11, 2014
    • 4 replies
    • 1.5k views
    • 
    • JBones
    • March 11, 2014

21. Separating a Multiple-Employer Plan...With a Twist

    By Gadgetfreak, March 11, 2014   

    • Multiple-Employer
    • 0 replies
    • 1.2k views
    • 
    • Gadgetfreak
    • March 11, 2014

22. pre-funded employer contributions

    By rlb64, March 11, 2014
    • 1 reply
    • 1.3k views
    • 
    • TPAMan
    • March 11, 2014

23. Failed ADP/ACP: Employer Puttiing Bulk of Matching In Forfeiture Acct...

    By 401kquestion, March 8, 2014
    • 6 replies
    • 2.3k views
    • 
    • masteff
    • March 10, 2014

24. Erroneous Contributions to Terminated Plan

    By Susan S., March 7, 2014
    • 6 replies
    • 1.5k views
    • 
    • BG5150
    • March 10, 2014

25. De Minimus Testing Refund?

    By Lou S., March 6, 2014
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • March 10, 2014

26. 401k Safe Harbor Contribution & Compensation

    By Guest chell4568, March 7, 2014   

    • Safe Harbor
    • 401k
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 9, 2014

27. Rehire with different eligibility by source

    By AlbanyConsultant, March 8, 2014
    • 0 replies
    • 983 views
    • 
    • AlbanyConsultant
    • March 8, 2014

28. Can QNEC to cure ACP failure be funded from Forf account?

    By Guest Spock, March 7, 2014   

    • ACP QNEC and Forfeiture Accou
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2014

29. Returning 2014 deferrals to correct 2013 ADP failure

    By fiona1, March 6, 2014
    • 6 replies
    • 1.4k views
    • 
    • MWeddell
    • March 7, 2014

30. Target Date Funds as QDIA

    By SFSD, March 6, 2014
    • 3 replies
    • 879 views
    • 
    • SFSD
    • March 6, 2014

31. Should QNECs be included in total ER contrib for Max Deduct.?

    By Guest Puff, March 5, 2014   

    • QNEC Maximum Deductibility
    • 1 reply
    • 809 views
    • 
    • Lou S.
    • March 5, 2014

32. Clearly I am An Idiot

    By austin3515, March 3, 2014
    • 9 replies
    • 1.6k views
    • 
    • masteff
    • March 5, 2014

33. break in service and merger

    By Guest re4701, March 4, 2014   

    • break service merger predec
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 5, 2014

34. Same firm as TPA and IQPA CPA?

    By justanotheradmin, March 3, 2014
    • 3 replies
    • 2.2k views
    • 
    • Flyboyjohn
    • March 3, 2014

35. Safe-harbor enhanced match

    By Guest csayles, February 28, 2014
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 28, 2014

36. Safe Harbor 401(k) & Plan Merger

    By R. Butler, February 21, 2014
    • 2 replies
    • 1.8k views
    • 
    • MWeddell
    • February 27, 2014

37. Controlled group, aggregation, testing, etc.

    By Belgarath, February 27, 2014
    • 3 replies
    • 886 views
    • 
    • Belgarath
    • February 27, 2014

38. One employer with both 401k and 403b plans

    By dmb, February 24, 2014
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • February 27, 2014

39. Open architechture

    By Jim Chad, February 27, 2014
    • 1 reply
    • 774 views
    • 
    • ACox
    • February 27, 2014

40. 401(k) Plan Aggregation

    By Guest tm3333, February 26, 2014
    • 1 reply
    • 969 views
    • 
    • Tom Poje
    • February 27, 2014

41. Vesting

    By justatester, February 26, 2014   

    • Different Scheduls = BRF?
    • 1 reply
    • 941 views
    • 
    • Lou S.
    • February 26, 2014

42. not finding it in black & white: S-Corp K-1 isn't comp

    By AlbanyConsultant, February 25, 2014
    • 6 replies
    • 1.5k views
    • 
    • Calavera
    • February 26, 2014

43. Affiliated Service Group? Regularly peforming services or regularly associated?

    By Floridaattorney, February 26, 2014
    • 0 replies
    • 853 views
    • 
    • Floridaattorney
    • February 26, 2014

44. 401K Liquidation Tax Nightmare (Divorce)

    By Guest Fplanner2014, February 26, 2014
    • 2 replies
    • 2k views
    • 
    • ESOP Guy
    • February 26, 2014

45. RMD Calculation

    By R.G., February 25, 2014
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • February 25, 2014

46. Brain cramp - controlled group, mandatory aggregation

    By Belgarath, February 21, 2014
    • 7 replies
    • 2.9k views
    • 
    • Kevin C
    • February 25, 2014

47. Related? Unrelated? Rollover? Top Heavy

    By Mr Bagwell, February 25, 2014
    • 1 reply
    • 2.3k views
    • 
    • ETA Consulting LLC
    • February 25, 2014

48. ADP testing in controlled group

    By Guest hb95, February 24, 2014
    • 5 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 25, 2014

49. Group Submission to VCP

    By cpc0506, February 25, 2014
    • 2 replies
    • 1.5k views
    • 
    • cpc0506
    • February 25, 2014

50. Net Earnings from Self Employment

    By Guest AJM 34, August 16, 2012
    • 16 replies
    • 4.6k views
    • 
    • Bill Presson
    • February 25, 2014