401(k) Plans

19,365 topics in this forum

1. Compensation for deferral and match

   By MPLSLAW, November 14, 2013   

   • testing
   • 414(s) non-discrimination
   • 6 replies
   • 4.1k views
   • 
   • austin3515
   • February 17, 2014

2. Compensation-fringe benefit exclusion

   By Guest Salem, February 12, 2014   

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

3. Mortgage account held in Plan

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

4. Leased Employees

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

5. Refund of Non-Vested Match

   By MGOAdmin, February 13, 2014   

   • Refund
   • Match
   • (and 3 more)

     Tagged with:

     • Refund
     • Match
     • vesting
     • acp
     • fail
   • 2 replies
   • 2.2k views
   • 
   • Tom Poje
   • February 13, 2014

6. 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

7. Forfeiture Use in a Plan

   By mlp0816, February 12, 2014   

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

8. SIMPLE IRA and controlled Group

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

9. Sched C with negative comp

   By austin3515, February 10, 2014
   • 12 replies
   • 1.7k views
   • 
   • Belgarath
   • February 12, 2014

10. QMAC Amendment-Timing?

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

11. Reverse Borrowing then Shifting-Permitted?

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

12. 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

13. 401(k) Roth conversion

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

14. leased employees

    By dseals, February 10, 2014   

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

15. Multiple Employer Plan with Stock Ownership Change

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

16. Reverse QNEC Allocation

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

17. THM - Class Exclusions

    By austin3515, February 9, 2014
    • 1 reply
    • 976 views
    • 
    • ETA Consulting LLC
    • February 9, 2014

18. New 401(k) plan and eligibility

    By cfull, February 7, 2014
    • 1 reply
    • 1.1k views
    • 
    • shERPA
    • February 7, 2014

19. 401(k) / Control Group / combined testing?

    By Guest silversurfer550, February 7, 2014
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • February 7, 2014

20. Any Penalty for Non-deductible employer contribution?

    By Guest Janiele, February 6, 2014
    • 1 reply
    • 1.9k views
    • 
    • ESOP Guy
    • February 7, 2014

21. Plan assets as collateral

    By Guest TrustMe401k, February 5, 2014
    • 6 replies
    • 2.6k views
    • 
    • Bill Presson
    • February 6, 2014

22. A Not-So-Worthy Competitor: Uncle Sam's myRA

    By austin3515, January 29, 2014
    • 42 replies
    • 4.4k views
    • 
    • GMK
    • February 5, 2014

23. HCE definition

    By R. Butler, February 5, 2014
    • 1 reply
    • 1.3k views
    • 
    • Kevin C
    • February 5, 2014

24. In-plan Roth conversion.

    By Guest Thornton, February 4, 2014   

    • Fully Vested?
    • 1 reply
    • 796 views
    • 
    • masteff
    • February 4, 2014

25. Match (yet to be made) and ACP Failure

    By Gadgetfreak, February 2, 2014   

    • Match
    • ACP
    • (and 1 more)

      Tagged with:

      • Match
      • ACP
      • Fail
    • 3 replies
    • 1.6k views
    • 
    • 12AX7
    • February 3, 2014

26. Allocation Requirements Retro Waiver

    By LANDO, January 31, 2014   

    • Allocation Requirements Waive
    • 3 replies
    • 1.4k views
    • 
    • LANDO
    • February 3, 2014

27. Amendment to Safe Harbor 401(k) Plan

    By Guest Celtics, January 31, 2014   

    • safe harbor amendments
    • 8 replies
    • 3.6k views
    • 
    • austin3515
    • February 3, 2014

28. Simple 401k Rollover to 401k

    By MGOAdmin, January 28, 2014   

    • simple
    • 401k
    • (and 1 more)

      Tagged with:

      • simple
      • 401k
      • rollover
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • February 3, 2014

29. ADP Refund of Roth plus gains at age 56- are gains taxable?

    By Jim Chad, January 31, 2014
    • 1 reply
    • 977 views
    • 
    • Lou S.
    • January 31, 2014

30. Jan 1 and Entry Dates

    By Guest Pippy, January 31, 2014
    • 2 replies
    • 950 views
    • 
    • ETA Consulting LLC
    • January 31, 2014

31. Stock attribution question after death

    By Lou S., January 30, 2014
    • 2 replies
    • 830 views
    • 
    • Lou S.
    • January 31, 2014

32. Top Heavy Minimums in Safe Harbor Match Plan with a DB

    By drakecohen, January 30, 2014   

    • defined
    • benefit
    • (and 5 more)

      Tagged with:

      • defined
      • benefit
      • top
      • heavy
      • safe
      • harbor
      • match
    • 2 replies
    • 1.9k views
    • 
    • K2retire
    • January 31, 2014

33. Fidelity Bond Coverage

    By KevinMc, January 30, 2014
    • 1 reply
    • 1.4k views
    • 
    • 401_noob
    • January 31, 2014

34. ADP, ACP refunds and Top Heavy

    By CLE401kGuy, January 30, 2014
    • 1 reply
    • 3.5k views
    • 
    • BG5150
    • January 30, 2014

35. Minimum deferral percent, plan year comp

    By Guest Achilles, January 30, 2014
    • 4 replies
    • 969 views
    • 
    • david rigby
    • January 30, 2014

36. Auto enroll opt out

    By pmacduff, January 24, 2014
    • 7 replies
    • 2.4k views
    • 
    • pmacduff
    • January 29, 2014

37. Forfeitures sitting around...

    By doombuggy, January 24, 2014
    • 14 replies
    • 1.6k views
    • 
    • doombuggy
    • January 29, 2014

38. Amending Safe Harbor Plans

    By MGOAdmin, January 28, 2014   

    • Amend
    • Safe Harbor
    • 5 replies
    • 1.8k views
    • 
    • Bird
    • January 29, 2014

39. RMD over MORE than the RMD?

    By austin3515, January 24, 2014
    • 21 replies
    • 3.5k views
    • 
    • Bird
    • January 29, 2014

40. Installment Payments

    By DTH, January 28, 2014
    • 0 replies
    • 1.5k views
    • 
    • DTH
    • January 28, 2014

41. Top Heavy & Safe Harbor

    By Dazednconfused, January 27, 2014
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • January 27, 2014

42. VCP Filing

    By 52626, January 27, 2014
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • January 27, 2014

43. Forfeiture Use

    By 12AX7, January 27, 2014
    • 2 replies
    • 1.4k views
    • 
    • 12AX7
    • January 27, 2014

44. Periodic Pension Benefit Statement Requirement

    By PainPA, January 23, 2014   

    • Sec 508 of the 2006 PPA
    • 10 replies
    • 3.9k views
    • 
    • Bird
    • January 25, 2014

45. In-Service Distribution: Unrelated Rollover

    By Guest 4Kicks, January 24, 2014   

    • Top Heavy Test
    • 1 reply
    • 1.8k views
    • 
    • Lou S.
    • January 24, 2014

46. Severance Pay

    By 30Rock, January 23, 2014
    • 14 replies
    • 17.2k views
    • 
    • 30Rock
    • January 24, 2014

47. Roth Deferral

    By KevinMc, January 24, 2014
    • 1 reply
    • 877 views
    • 
    • rcline46
    • January 24, 2014

48. deferrals and catch-up

    By Chippy, January 23, 2014
    • 4 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 23, 2014

49. Carve Out Method

    By CLE401kGuy, January 22, 2014
    • 4 replies
    • 4.1k views
    • 
    • Tom Poje
    • January 23, 2014

50. ADP Test with no compensation

    By Guest RCAB, January 22, 2014   

    • adp
    • compensation
    • 1 reply
    • 2k views
    • 
    • Bird
    • January 23, 2014