401(k) Plans

19,517 topics in this forum

1. Merging SH Plan into Non-SH Plan

   By austin3515, August 29, 2014
   • 6 replies
   • 1.8k views
   • 
   • Kevin C
   • September 2, 2014

2. Distributions to Estate

   By ERISA25, September 1, 2014
   • 1 reply
   • 1.1k views
   • 
   • GMK
   • September 2, 2014

3. coverage testing - controlled group

   By Chippy, August 28, 2014
   • 5 replies
   • 1.4k views
   • 
   • KJohnson
   • August 29, 2014

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

   By Danny CPA, August 26, 2014
   • 7 replies
   • 2.9k views
   • 
   • Kevin C
   • August 29, 2014

5. Deemed Roth IRA?

   By Dennis Povloski, August 29, 2014
   • 0 replies
   • 1.4k views
   • 
   • Dennis Povloski
   • August 29, 2014

6. QJSA distribution in a 401k plan

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

7. 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

8. MSc Dissertation Survey Help Please!

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

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

   By UM1234, August 27, 2014
   • 2 replies
   • 1.8k views
   • 
   • Flyboyjohn
   • August 28, 2014

10. Another Top Paid Group Question

    By MarZDoates, August 26, 2014
    • 12 replies
    • 4.3k views
    • 
    • BG5150
    • August 27, 2014

11. compensation

    By mehmgo, August 26, 2014
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 27, 2014

12. 401k audit

    By Guest 401cpa, August 26, 2014
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • August 26, 2014

13. In-Plan Roth Rollovers

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

14. small plan, all participants quit together

    By Earl, August 25, 2014
    • 4 replies
    • 1k views
    • 
    • Bird
    • August 26, 2014

15. Small Plan Audit Waiver to come under scrutiny

    By austin3515, August 25, 2014
    • 4 replies
    • 1.6k views
    • 
    • austin3515
    • August 25, 2014

16. Participant Deduction Accidently Stopped on Payroll

    By coleboy, August 25, 2014
    • 1 reply
    • 1.1k views
    • 
    • Bill Presson
    • August 25, 2014

17. Extend 5 year general purpose loan?

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

18. QACA Match and Forfeitures

    By 30Rock, August 22, 2014
    • 2 replies
    • 3.5k views
    • 
    • 30Rock
    • August 22, 2014

19. Exclude Anyone Hired After a Date

    By austin3515, August 21, 2014
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • August 22, 2014

20. Asset Transfer

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

21. Good article on FAB 2014-01

    By austin3515, August 21, 2014
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • August 21, 2014

22. IRS Looking for a GUST Restatement

    By austin3515, August 18, 2014
    • 41 replies
    • 5.9k views
    • 
    • austin3515
    • August 21, 2014

23. Late deposits

    By ESOP Guy, March 24, 2011
    • 20 replies
    • 10.2k views
    • 
    • rcline46
    • August 21, 2014

24. Compensation used to Determine Top Paid Group

    By MarZDoates, August 20, 2014
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • August 21, 2014

25. safe harbor and top heavy

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

26. controlled group

    By 52626, August 18, 2014
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • August 18, 2014

27. Actual Hours and Short Eligibility Period

    By justanotheradmin, August 15, 2014
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • August 15, 2014

28. Early Participation and Otherwise Excludable

    By Guest LLHarlow, August 14, 2014   

    • ADP Test Exclusions
    • 5 replies
    • 4.3k views
    • 
    • MWeddell
    • August 15, 2014

29. SH Match Question

    By buckaroo, August 14, 2014
    • 8 replies
    • 2.9k views
    • 
    • MWeddell
    • August 15, 2014

30. 401k deposits into a SIMPLE investment account

    By cpc0506, August 13, 2014
    • 6 replies
    • 1.4k views
    • 
    • Bird
    • August 15, 2014

31. Who is entitled to Safe Harbor

    By pensionnube, August 13, 2014   

    • Safe Harbor
    • termed
    • 5 replies
    • 1.7k views
    • 
    • chc93
    • August 14, 2014

32. 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

33. Employer Cannot Fund SH Match

    By Dougsbpc, August 13, 2014
    • 8 replies
    • 1.6k views
    • 
    • BG5150
    • August 14, 2014

34. Management group

    By R. Butler, August 13, 2014
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • August 13, 2014

35. precious metals in 401(k) Plan?

    By Jim Chad, August 12, 2014
    • 8 replies
    • 3.3k views
    • 
    • R. Butler
    • August 13, 2014

36. employee deferral BEFORE plan adoption

    By tpacpa, August 11, 2014   

    • 401(k)
    • 8 replies
    • 2.3k views
    • 
    • tpacpa
    • August 12, 2014

37. Car Allownces

    By katie58, August 11, 2014
    • 18 replies
    • 23.3k views
    • 
    • MWeddell
    • August 12, 2014

38. Tiered SHNEC Contributions

    By Rich L. Mayer, August 11, 2014
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • August 11, 2014

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

    By Guest Puff, August 11, 2014   

    • SHNE with match
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 11, 2014

40. Re instatement after Hardship 6 month suspension

    By 52626, August 7, 2014
    • 5 replies
    • 2.3k views
    • 
    • K2retire
    • August 11, 2014

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

    By AKconsult, August 8, 2014
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • August 11, 2014

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

    By Guest MikeD, August 5, 2014
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • August 7, 2014

43. Payroll company mix up

    By K2retire, August 5, 2014
    • 4 replies
    • 1.5k views
    • 
    • K2retire
    • August 6, 2014

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

    By jala, August 4, 2014   

    • Participant Fee Disclosure
    • 4 replies
    • 2.1k views
    • 
    • Bird
    • August 5, 2014

45. Self Directed Brokerage Accounts

    By khn, August 1, 2014
    • 5 replies
    • 2.1k views
    • 
    • Peter Gulia
    • August 5, 2014

46. 100% deferral leads to $0 paycheck

    By WCC, July 31, 2014
    • 6 replies
    • 2.9k views
    • 
    • masteff
    • August 1, 2014

47. Full-time for specific RATE of contribution

    By austin3515, July 30, 2014
    • 18 replies
    • 1.9k views
    • 
    • Kevin C
    • July 31, 2014

48. Employer took pre-tax instead of Roth

    By katie58, July 25, 2014
    • 4 replies
    • 2.1k views
    • 
    • 401_noob
    • July 30, 2014

49. Reduced elective deferral limit for a subset of HCEs

    By buckaroo, July 29, 2014
    • 2 replies
    • 1.1k views
    • 
    • MWeddell
    • July 30, 2014

50. Lost earnings from Forfeiture account

    By JKW, July 28, 2014
    • 6 replies
    • 3.3k views
    • 
    • masteff
    • July 29, 2014