401(k) Plans

19,299 topics in this forum

1. Rehire with different eligibility by source

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

2. 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

3. Returning 2014 deferrals to correct 2013 ADP failure

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

4. Target Date Funds as QDIA

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

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

   By Guest Puff, March 5, 2014   

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

6. Clearly I am An Idiot

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

7. break in service and merger

   By Guest re4701, March 4, 2014   

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

8. Same firm as TPA and IQPA CPA?

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

9. Safe-harbor enhanced match

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

10. Safe Harbor 401(k) & Plan Merger

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

11. Controlled group, aggregation, testing, etc.

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

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

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

13. Open architechture

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

14. 401(k) Plan Aggregation

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

15. Vesting

    By justatester, February 26, 2014   

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

16. 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

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

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

18. 401K Liquidation Tax Nightmare (Divorce)

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

19. RMD Calculation

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

20. Brain cramp - controlled group, mandatory aggregation

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

21. Related? Unrelated? Rollover? Top Heavy

    By Mr Bagwell, February 25, 2014
    • 1 reply
    • 2.4k views
    • 
    • ETA Consulting LLC
    • February 25, 2014

22. ADP testing in controlled group

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

23. Group Submission to VCP

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

24. Net Earnings from Self Employment

    By Guest AJM 34, August 16, 2012
    • 16 replies
    • 4.8k views
    • 
    • Bill Presson
    • February 25, 2014

25. Allowable Participant Fees

    By mlp0816, February 21, 2014
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • February 21, 2014

26. Corrective Amendment for Ineligibles

    By Susan S., February 21, 2014
    • 2 replies
    • 864 views
    • 
    • Tom Poje
    • February 21, 2014

27. negative elections for some but not all participants

    By ERISA-Bubs, February 20, 2014
    • 5 replies
    • 1.3k views
    • 
    • K2retire
    • February 21, 2014

28. disaggregation question

    By K2retire, February 18, 2014
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • February 21, 2014

29. 414(s) compensation

    By R. Butler, February 19, 2014
    • 2 replies
    • 2.7k views
    • 
    • R. Butler
    • February 21, 2014

30. Loan as a Deemed Distribution

    By CLE401kGuy, February 5, 2013
    • 6 replies
    • 19.7k views
    • 
    • Bird
    • February 21, 2014

31. In Service vs Hardship

    By 52626, February 12, 2014
    • 9 replies
    • 2.9k views
    • 
    • Lou S.
    • February 19, 2014

32. Compensation

    By Nassau, February 19, 2014
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 19, 2014

33. allocation conditions for ps and match

    By pmacduff, February 18, 2014
    • 8 replies
    • 2k views
    • 
    • pmacduff
    • February 18, 2014

34. Eligible for a contribution?

    By PFranckowiak, February 15, 2014
    • 5 replies
    • 1.4k views
    • 
    • ESOP Guy
    • February 17, 2014

35. Compensation for deferral and match

    By MPLSLAW, November 14, 2013   

    • testing
    • 414(s) non-discrimination
    • 6 replies
    • 4k views
    • 
    • austin3515
    • February 17, 2014

36. Compensation-fringe benefit exclusion

    By Guest Salem, February 12, 2014   

    • fringe
    • compensation
    • 4 replies
    • 4.3k views
    • 
    • KED
    • February 14, 2014

37. Mortgage account held in Plan

    By 52626, February 13, 2014
    • 3 replies
    • 1k views
    • 
    • masteff
    • February 13, 2014

38. Leased Employees

    By LauraERPA, February 13, 2014
    • 1 reply
    • 992 views
    • 
    • masteff
    • February 13, 2014

39. Refund of Non-Vested Match

    By MGOAdmin, February 13, 2014   

    • Refund
    • Match
    • (and 3 more)

      Tagged with:

      • Refund
      • Match
      • vesting
      • acp
      • fail
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 13, 2014

40. Can a duplicate 401(k) RMD be corrected or reversed

    By Guest Jackson, February 12, 2014   

    • Correction of duplicate RMD
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • February 12, 2014

41. Forfeiture Use in a Plan

    By mlp0816, February 12, 2014   

    • Forfeitures
    • 4 replies
    • 1k views
    • 
    • K2retire
    • February 12, 2014

42. SIMPLE IRA and controlled Group

    By 52626, February 12, 2014
    • 0 replies
    • 873 views
    • 
    • 52626
    • February 12, 2014

43. Sched C with negative comp

    By austin3515, February 10, 2014
    • 12 replies
    • 1.6k views
    • 
    • Belgarath
    • February 12, 2014

44. QMAC Amendment-Timing?

    By justatester, February 12, 2014
    • 0 replies
    • 831 views
    • 
    • justatester
    • February 12, 2014

45. Reverse Borrowing then Shifting-Permitted?

    By justatester, February 12, 2014
    • 0 replies
    • 689 views
    • 
    • justatester
    • February 12, 2014

46. Unsigned Plan Document

    By Guest SAS3, February 11, 2014   

    • takeover
    • unsigned
    • (and 1 more)

      Tagged with:

      • takeover
      • unsigned
      • merger
    • 3 replies
    • 1.7k views
    • 
    • Peter Gulia
    • February 11, 2014

47. 401(k) Roth conversion

    By 52626, February 11, 2014
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • February 11, 2014

48. leased employees

    By dseals, February 10, 2014   

    • funding requirements
    • 0 replies
    • 1.1k views
    • 
    • dseals
    • February 10, 2014

49. Multiple Employer Plan with Stock Ownership Change

    By msmith, February 7, 2014
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • February 10, 2014

50. Reverse QNEC Allocation

    By Guest RrtQka, February 8, 2014
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • February 10, 2014