401(k) Plans

19,534 topics in this forum

1. New Safe Harbor Plan and Control Groups

   By coleboy, September 10, 2014
   • 2 replies
   • 1.4k views
   • 
   • Tom Poje
   • September 10, 2014

2. RMD to a younger spouse beneficiary

   By Below Ground, September 8, 2014
   • 8 replies
   • 2.5k views
   • 
   • GMK
   • September 8, 2014

3. Beneficiary Designation

   By austin3515, September 6, 2014
   • 4 replies
   • 1.4k views
   • 
   • Peter Gulia
   • September 8, 2014

4. Participation Rates - Salary vs Hourly

   By Gilmore, September 5, 2014
   • 0 replies
   • 1.1k views
   • 
   • Gilmore
   • September 5, 2014

5. order of deductions

   By K2retire, September 5, 2014
   • 2 replies
   • 2.7k views
   • 
   • K2retire
   • September 5, 2014

6. Restatements and Protected Benefits

   By Gadgetfreak, September 5, 2014   

   • Restatements
   • Protected Benefits
   • 8 replies
   • 4.9k views
   • 
   • Lou S.
   • September 5, 2014

7. How soon does a Safe Harbor contribution have to be allocated?

   By BG5150, September 4, 2014
   • 6 replies
   • 1.6k views
   • 
   • Bird
   • September 5, 2014

8. Can a trust be a participant in the 401k plan

   By jkharvey, September 5, 2014
   • 3 replies
   • 1.7k views
   • 
   • Bird
   • September 5, 2014

9. Roth not allowed as a catch up

   By TPA Bob, September 4, 2014   

   • Roth 401(k) Catch Up
   • 2 replies
   • 1.2k views
   • 
   • Kevin C
   • September 5, 2014

10. 20% withholding

    By goldtpa, September 4, 2014
    • 1 reply
    • 1.6k views
    • 
    • GMK
    • September 5, 2014

11. Discretionary Match - Cut-back?

    By austin3515, June 24, 2014
    • 15 replies
    • 3.8k views
    • 
    • buckaroo
    • September 4, 2014

12. Failure to make safe harbor/profit sharing contribution

    By Doghouse, September 2, 2014
    • 6 replies
    • 2k views
    • 
    • Kevin C
    • September 4, 2014

13. Controlled group + 3 plans = coverage problem

    By AlbanyConsultant, September 3, 2014
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • September 3, 2014

14. Permanency issue

    By R. Butler, September 3, 2014
    • 3 replies
    • 2.6k views
    • 
    • Peter Gulia
    • September 3, 2014

15. Refunded Contributions

    By Andre3000, September 3, 2014
    • 3 replies
    • 1.4k views
    • 
    • Andre3000
    • September 3, 2014

16. Average Benefits Test and Mortality

    By Guest mdelin, August 21, 2014   

    • ABT
    • 5 replies
    • 2.4k views
    • 
    • Tom Poje
    • September 3, 2014

17. Can a member of controlled group split from it's plan?

    By Lori H, July 22, 2014   

    • SIC code?
    • 9 replies
    • 2.5k views
    • 
    • austin3515
    • September 2, 2014

18. Merging SH Plan into Non-SH Plan

    By austin3515, August 29, 2014
    • 6 replies
    • 1.9k views
    • 
    • Kevin C
    • September 2, 2014

19. Distributions to Estate

    By ERISA25, September 1, 2014
    • 1 reply
    • 1.2k views
    • 
    • GMK
    • September 2, 2014

20. coverage testing - controlled group

    By Chippy, August 28, 2014
    • 5 replies
    • 1.5k views
    • 
    • KJohnson
    • August 29, 2014

21. Lost Earnings on Safe Harbor 401(k) Contributions

    By Danny CPA, August 26, 2014
    • 7 replies
    • 3k views
    • 
    • Kevin C
    • August 29, 2014

22. Deemed Roth IRA?

    By Dennis Povloski, August 29, 2014
    • 0 replies
    • 1.5k views
    • 
    • Dennis Povloski
    • August 29, 2014

23. QJSA distribution in a 401k plan

    By EBDI, August 28, 2014
    • 1 reply
    • 1.4k views
    • 
    • Flyboyjohn
    • August 28, 2014

24. Anyone Know What Platforms can handle In Plan Roth Conversions Properly?

    By Dennis Povloski, August 27, 2014
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • August 28, 2014

25. MSc Dissertation Survey Help Please!

    By Guest pli03, August 28, 2014
    • 0 replies
    • 934 views
    • 
    • Guest
    • August 28, 2014

26. Interaction of SIMPLE, SEP, and 401(k) limits (long)

    By UM1234, August 27, 2014
    • 2 replies
    • 1.9k views
    • 
    • Flyboyjohn
    • August 28, 2014

27. Another Top Paid Group Question

    By MarZDoates, August 26, 2014
    • 12 replies
    • 4.5k views
    • 
    • BG5150
    • August 27, 2014

28. compensation

    By mehmgo, August 26, 2014
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • August 27, 2014

29. 401k audit

    By Guest 401cpa, August 26, 2014
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • August 26, 2014

30. In-Plan Roth Rollovers

    By Nassau, August 26, 2014
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • August 26, 2014

31. small plan, all participants quit together

    By Earl, August 25, 2014
    • 4 replies
    • 1.1k views
    • 
    • Bird
    • August 26, 2014

32. Small Plan Audit Waiver to come under scrutiny

    By austin3515, August 25, 2014
    • 4 replies
    • 1.7k views
    • 
    • austin3515
    • August 25, 2014

33. Participant Deduction Accidently Stopped on Payroll

    By coleboy, August 25, 2014
    • 1 reply
    • 1.2k views
    • 
    • Bill Presson
    • August 25, 2014

34. Extend 5 year general purpose loan?

    By oldman, February 13, 2012
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • August 22, 2014

35. QACA Match and Forfeitures

    By 30Rock, August 22, 2014
    • 2 replies
    • 3.6k views
    • 
    • 30Rock
    • August 22, 2014

36. Exclude Anyone Hired After a Date

    By austin3515, August 21, 2014
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 22, 2014

37. Asset Transfer

    By Guest MatchaT, August 21, 2014
    • 6 replies
    • 1.9k views
    • 
    • movedon
    • August 22, 2014

38. Good article on FAB 2014-01

    By austin3515, August 21, 2014
    • 6 replies
    • 1.8k views
    • 
    • austin3515
    • August 21, 2014

39. IRS Looking for a GUST Restatement

    By austin3515, August 18, 2014
    • 41 replies
    • 6.3k views
    • 
    • austin3515
    • August 21, 2014

40. Late deposits

    By ESOP Guy, March 24, 2011
    • 20 replies
    • 10.4k views
    • 
    • rcline46
    • August 21, 2014

41. Compensation used to Determine Top Paid Group

    By MarZDoates, August 20, 2014
    • 3 replies
    • 1.9k views
    • 
    • MWeddell
    • August 21, 2014

42. safe harbor and top heavy

    By pmacduff, August 18, 2014
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • August 19, 2014

43. controlled group

    By 52626, August 18, 2014
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • August 18, 2014

44. Actual Hours and Short Eligibility Period

    By justanotheradmin, August 15, 2014
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • August 15, 2014

45. Early Participation and Otherwise Excludable

    By Guest LLHarlow, August 14, 2014   

    • ADP Test Exclusions
    • 5 replies
    • 4.4k views
    • 
    • MWeddell
    • August 15, 2014

46. SH Match Question

    By buckaroo, August 14, 2014
    • 8 replies
    • 3k views
    • 
    • MWeddell
    • August 15, 2014

47. 401k deposits into a SIMPLE investment account

    By cpc0506, August 13, 2014
    • 6 replies
    • 1.6k views
    • 
    • Bird
    • August 15, 2014

48. Who is entitled to Safe Harbor

    By pensionnube, August 13, 2014   

    • Safe Harbor
    • termed
    • 5 replies
    • 1.8k views
    • 
    • chc93
    • August 14, 2014

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

    By dseals, August 13, 2014   

    • date of participation
    • 5 replies
    • 1.5k views
    • 
    • masteff
    • August 14, 2014

50. Employer Cannot Fund SH Match

    By Dougsbpc, August 13, 2014
    • 8 replies
    • 1.7k views
    • 
    • BG5150
    • August 14, 2014