401(k) Plans

19,468 topics in this forum

1. 401(k) Contribution Correction - Prohibited Deferrals

   By MGOAdmin, May 22, 2014   

   • correction
   • excess
   • 0 replies
   • 1.6k views
   • 
   • MGOAdmin
   • May 22, 2014

2. Certification that rollover is from an eleigible source

   By Jim Chad, May 22, 2014
   • 0 replies
   • 807 views
   • 
   • Jim Chad
   • May 22, 2014

3. Permissive Aggregation for coverage testing

   By Guest cxs, May 21, 2014
   • 1 reply
   • 2.9k views
   • 
   • MWeddell
   • May 22, 2014

4. Compensation

   By cdavis25, May 21, 2014
   • 2 replies
   • 1k views
   • 
   • Bird
   • May 22, 2014

5. Auto Enrollment - Failure to auto enroll

   By 52626, May 16, 2014
   • 5 replies
   • 2.2k views
   • 
   • GMK
   • May 21, 2014

6. In Plan Roth Conversion

   By CLE401kGuy, May 20, 2014
   • 1 reply
   • 1k views
   • 
   • Guest
   • May 20, 2014

7. Fee Disclosures

   By austin3515, May 19, 2014
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • May 20, 2014

8. Is there a 12 month requirement when adding SH coda to a PS?

   By Jim Chad, May 19, 2014
   • 2 replies
   • 1.1k views
   • 
   • John Feldt ERPA CPC QPA
   • May 19, 2014

9. top heavy - in-service distributions

   By Scuba 401, May 13, 2014
   • 2 replies
   • 1.2k views
   • 
   • austin3515
   • May 17, 2014

10. Switching Recordkept Platforms and Late Deferrals

    By msmith, May 15, 2014
    • 3 replies
    • 1.3k views
    • 
    • msmith
    • May 16, 2014

11. Safe Harbor Match and Per Pay Calculation Period

    By CLE401kGuy, May 12, 2014
    • 9 replies
    • 1.9k views
    • 
    • austin3515
    • May 16, 2014

12. Late deferrals

    By EBDI, May 13, 2014
    • 6 replies
    • 2k views
    • 
    • EBDI
    • May 13, 2014

13. Safe Harbor Plan

    By Guest WMiller, May 9, 2014   

    • true up
    • last day requirement
    • (and 2 more)

      Tagged with:

      • true up
      • last day requirement
      • non-elective & matching ctb
      • Top Heavy test
    • 10 replies
    • 4k views
    • 
    • Kevin C
    • May 12, 2014

14. Safe Harbor Plan and 11g amendment

    By Dennis Povloski, May 12, 2014
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • May 12, 2014

15. US Wages Paid for Ee Working in foreign country

    By austin3515, May 8, 2014
    • 1 reply
    • 997 views
    • 
    • masteff
    • May 9, 2014

16. Control group Determination

    By mlp0816, May 8, 2014   

    • Common ownership
    • 3 replies
    • 1.2k views
    • 
    • mlp0816
    • May 9, 2014

17. Senior Moment

    By thepensionmaven, May 7, 2014
    • 5 replies
    • 1.1k views
    • 
    • Kevin C
    • May 8, 2014

18. Beneficiary Problem

    By Guest snmhanson, May 7, 2014
    • 5 replies
    • 3k views
    • 
    • My 2 cents
    • May 8, 2014

19. Plan Responsibility for Beneficiary Designation

    By khn, May 5, 2014
    • 18 replies
    • 5.7k views
    • 
    • GMK
    • May 7, 2014

20. Top Heavy

    By cdavis25, March 12, 2012
    • 1 reply
    • 1.4k views
    • 
    • shERPA
    • May 7, 2014

21. excess deferrals and excess contributions ..form 5500 and statements

    By Draper55, May 6, 2014
    • 2 replies
    • 4.5k views
    • 
    • Tom Poje
    • May 6, 2014

22. Profit sharing for only one

    By ombskid, May 5, 2014
    • 7 replies
    • 1.2k views
    • 
    • BG5150
    • May 6, 2014

23. New plan waives entry requirements for anyone hired on a certain date

    By jkharvey, May 5, 2014   

    • Only the 3 owners meet it
    • 6 replies
    • 1.5k views
    • 
    • Kevin C
    • May 5, 2014

24. Recruiter Needed for TPA Position

    By Guest RetPlns1160, May 2, 2014   

    • TPA
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 2, 2014

25. another fiscal year catch-up question

    By R. Butler, April 30, 2014
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • May 2, 2014

26. 401(k) Plan with Non-Citizen Trustee

    By Lame Duck, April 30, 2014   

    • Non-Citizen Trustee
    • 3 replies
    • 3.2k views
    • 
    • Peter Gulia
    • May 2, 2014

27. RMD

    By Guest glhotdog, May 1, 2014   

    • RMD Revoke
    • suspened RMD payments
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • May 1, 2014

28. Non-Publicly Traded Employer Securities Restrictions in Multiple Employer 401(k)

    By dangocek, April 29, 2014   

    • 401(k)
    • employer securities
    • (and 2 more)

      Tagged with:

      • 401(k)
      • employer securities
      • multiple employer plan
      • non-publicly traded
    • 9 replies
    • 3.6k views
    • 
    • dangocek
    • May 1, 2014

29. Using Forfeiture Account

    By khn, April 29, 2014
    • 10 replies
    • 2.5k views
    • 
    • BG5150
    • April 30, 2014

30. Leased Employee - When should she be including in coverage & non-discim testing?

    By MarZDoates, April 28, 2014
    • 2 replies
    • 1.2k views
    • 
    • MarZDoates
    • April 30, 2014

31. Converting K1 to "plan wage" for cross test

    By jmartin, April 28, 2014
    • 2 replies
    • 2.7k views
    • 
    • jmartin
    • April 28, 2014

32. Catchup and ADP Test

    By jmartin, August 17, 2011
    • 7 replies
    • 5.2k views
    • 
    • Tom Poje
    • April 28, 2014

33. Federal Tax Withholding on corrective distributions

    By 30Rock, April 25, 2014
    • 1 reply
    • 1.4k views
    • 
    • BG5150
    • April 25, 2014

34. Missed Loan Payments

    By katie58, April 24, 2014
    • 11 replies
    • 5.1k views
    • 
    • katie58
    • April 25, 2014

35. Roth 401k Withdrawal

    By karl, April 24, 2014
    • 4 replies
    • 1.3k views
    • 
    • QDROphile
    • April 24, 2014

36. family attribution

    By pmacduff, April 22, 2014
    • 7 replies
    • 1.8k views
    • 
    • BG5150
    • April 24, 2014

37. 6 month suspension of deferrals after hardship

    By khn, April 23, 2014
    • 2 replies
    • 2.3k views
    • 
    • My 2 cents
    • April 23, 2014

38. QDRO alternate payee's interest and award question

    By Guest Enviroavenger2014, April 23, 2014   

    • alternate payee
    • award
    • (and 3 more)

      Tagged with:

      • alternate payee
      • award
      • valuation date
      • interest
      • segregation
    • 2 replies
    • 3.9k views
    • 
    • My 2 cents
    • April 23, 2014

39. Estimating hours for part time pilots

    By Pixie, April 23, 2014
    • 4 replies
    • 1.1k views
    • 
    • QDROphile
    • April 23, 2014

40. Permissive Aggregation - merger of CG member

    By MLML, April 23, 2014
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • April 23, 2014

41. Universal Availability For Plan Loans

    By CLE401kGuy, April 17, 2014
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • April 23, 2014

42. late deposit for corp with 2 owners, no EEs

    By Guest JL Sperry, April 22, 2014   

    • late deposits
    • 1 reply
    • 911 views
    • 
    • Peter Gulia
    • April 22, 2014

43. Short Plan Year, Deferral of Accountant's Report

    By Guest mtrice, April 22, 2014   

    • Change in Plan Year
    • 401(k) Plans
    • 1 reply
    • 1.9k views
    • 
    • Flyboyjohn
    • April 22, 2014

44. Partial Year Safe Harbor Plan

    By mming, April 21, 2014
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • April 21, 2014

45. are flat fees reasonable

    By TPApril, April 17, 2014
    • 8 replies
    • 3.1k views
    • 
    • Kevin C
    • April 21, 2014

46. SAR

    By 30Rock, April 16, 2014
    • 1 reply
    • 1k views
    • 
    • mming
    • April 21, 2014

47. Mid Year Amendment for Safe Harbor Plan

    By 52626, April 15, 2014
    • 5 replies
    • 1.4k views
    • 
    • Kevin C
    • April 18, 2014

48. Gateway and Fail Safe Language

    By sdix401k, February 19, 2014
    • 7 replies
    • 3.1k views
    • 
    • Belgarath
    • April 18, 2014

49. Covering employees of unrelated entity

    By Nancy D, April 17, 2014
    • 3 replies
    • 911 views
    • 
    • QDROphile
    • April 17, 2014

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

    By shERPA, April 16, 2014
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • April 17, 2014