401(k) Plans

19,320 topics in this forum

1. Expand SH 401(k) to related entities during year?

   By shERPA, April 16, 2014
   • 3 replies
   • 1.6k views
   • 
   • Tom Poje
   • April 17, 2014

2. Automatic Enrollment and Opt Out

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

3. Loans - Hardship Only

   By MGOAdmin, April 15, 2014   

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

4. 404a5 Fee Disclosures

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

5. comp net deferrals... for partners

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

6. top heavy to keys

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

7. Auto Enrollment

   By Guest Celtics, April 11, 2014   

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

8. Canadian subsidiaries of US corporations

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

9. HCE Manadatory Aggregation

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

10. Adequate Fiduciary Liability Insurance?

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

11. Crediting Service

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

12. Internal Controls

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

13. 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

14. 401(k) SH plan moves to MEP

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

15. Discretionary Matching

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

16. Applying the Otherwise Excludable Rules

    By justatester, January 2, 2014   

    • Prior Year for ADP/ACP
    • 5 replies
    • 3.3k views
    • 
    • MWeddell
    • April 7, 2014

17. Real Estate as Investment

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

18. 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

19. 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

20. Top Heavy Minimum in Terminating Plan

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

21. 404a5 Fee Disclosures

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

22. Failure to Auto Enroll - QACA Plan

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

23. 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

24. Loan Policy

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

25. control group testing

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

26. 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

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. Match due to 401(k) plan

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

29. SE-Tax for Canadian owner/participant

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

30. Coverage Tests

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

31. SH Plan with discretionary match

    By QNPG, February 21, 2014
    • 7 replies
    • 2.1k views
    • 
    • MWeddell
    • March 31, 2014

32. Candian Employee

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

33. Too much employer deposit!

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

34. Safe harbor contribution for non-equity partner

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

35. The end of FBO's???

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

36. 872-H

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

37. Residential Loan Question

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

38. tax withholding pd outside of trust, now what

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

39. 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

40. ADP deadline for 2013

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

41. Fidelity Bond Web-sites

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

42. Post Severance Comp

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

43. Volutary after tax contributions

    By Earl, March 14, 2014
    • 10 replies
    • 6.6k views
    • 
    • Earl
    • March 21, 2014

44. Simple IRA rollover to a Qualifed Plan

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

45. 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

46. Forcing a 415 Failure

    By Guest Yeti68, March 18, 2014
    • 11 replies
    • 6.6k views
    • 
    • austin3515
    • March 20, 2014

47. Adding an Employer to a 401k Plan

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

48. EACA mid-year percentage change

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

49. earned income calculation

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

50. RMD's from Roth Accounts

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