401(k) Plans

19,299 topics in this forum

1. Domestic Relations Order Outsourcing?

   By Guest TanyaB, January 2, 2014   

   • DRO
   • QDRO
   • (and 2 more)

     Tagged with:

     • DRO
     • QDRO
     • corporate
     • outsource
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • January 10, 2014

2. K-1 Income Determined on Cash Basis

   By austin3515, January 9, 2014
   • 5 replies
   • 1.5k views
   • 
   • austin3515
   • January 10, 2014

3. Exclusion vs Waiver

   By Flyboyjohn, January 9, 2014
   • 3 replies
   • 978 views
   • 
   • BG5150
   • January 9, 2014

4. Question on W2 Box 13

   By khn, January 8, 2014
   • 6 replies
   • 2.2k views
   • 
   • Flyboyjohn
   • January 9, 2014

5. Multiple Employer Plan to avoid 100+ audit

   By Craig Schiller, January 3, 2014
   • 14 replies
   • 5.4k views
   • 
   • KJohnson
   • January 8, 2014

6. Timing of Deposits for Partners (Relius article)

   By austin3515, January 6, 2014
   • 3 replies
   • 1.1k views
   • 
   • Bird
   • January 7, 2014

7. RMD - What comes first

   By PainPA, December 30, 2013   

   • RMD
   • 7 replies
   • 2.1k views
   • 
   • GMK
   • January 6, 2014

8. SH 401(k) / ESOP Permissive Aggregation

   By austin3515, January 3, 2014
   • 3 replies
   • 1.7k views
   • 
   • ESOP Guy
   • January 3, 2014

9. When can an EACA be terminated/removed from plan?

   By Guest TaxedToDeath, January 3, 2014   

   • EACA
   • 401(k)
   • (and 1 more)

     Tagged with:

     • EACA
     • 401(k)
     • Automatic Enrollment
   • 0 replies
   • 3k views
   • 
   • Guest
   • January 3, 2014

10. Participant Loans

    By 52626, January 2, 2014
    • 10 replies
    • 1.7k views
    • 
    • Guest
    • January 3, 2014

11. Multiple Employer Plan (PEO) and successor plan rules

    By pmacduff, December 27, 2013
    • 5 replies
    • 4.7k views
    • 
    • pmacduff
    • January 2, 2014

12. RMD

    By RLR, December 31, 2013
    • 4 replies
    • 1.3k views
    • 
    • RLR
    • January 2, 2014

13. Overpayment - 1099-R Question

    By ERISA25, December 30, 2013
    • 1 reply
    • 3.7k views
    • 
    • BG5150
    • December 30, 2013

14. Law firm wants to Modify W-2 definition of Compensation in a SafeHarbor Match Plan

    By CharlesLeggette, December 30, 2013
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • December 30, 2013

15. Fail ADP test in 2013 - Refund 2014 - W2

    By imchipbrown, December 24, 2013   

    • ADP Refund W-2
    • 5 replies
    • 1.7k views
    • 
    • imchipbrown
    • December 28, 2013

16. Participant requests 401k suspension - does not happen

    By jmartin, December 27, 2013
    • 2 replies
    • 980 views
    • 
    • GMK
    • December 27, 2013

17. How is a 401(k) plan affected by a "stock split purchase" of the sponsoring company?

    By Guest Cinadr, December 26, 2013
    • 7 replies
    • 5.7k views
    • 
    • PensionPro
    • December 27, 2013

18. In-Kind Xfers JUST for SDBA

    By austin3515, December 26, 2013
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • December 27, 2013

19. Completing the Form 5330

    By Guest mrtnoc, October 9, 2013   

    • 5330
    • late deferrals
    • 2 replies
    • 5.1k views
    • 
    • 401QUE
    • December 26, 2013

20. Immediate Entry but no pay until 2014

    By CLE401kGuy, December 26, 2013
    • 1 reply
    • 832 views
    • 
    • masteff
    • December 26, 2013

21. Annual Qslob testing requirements

    By Floridaattorney, December 23, 2013
    • 0 replies
    • 2.2k views
    • 
    • Floridaattorney
    • December 23, 2013

22. Do former key employees receive TH minimum?

    By jkharvey, December 23, 2013
    • 1 reply
    • 1.2k views
    • 
    • PensionPro
    • December 23, 2013

23. 401k deferrals on comp discovered 2 years late for termed ee

    By WCC, December 23, 2013
    • 1 reply
    • 915 views
    • 
    • masteff
    • December 23, 2013

24. Controlled Group Safe Harbor Plans with Different PLan Terms

    By Lame Duck, December 20, 2013
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • December 22, 2013

25. Safe Harbor Match Formula

    By HarleyBabe, December 18, 2013
    • 4 replies
    • 1.2k views
    • 
    • HarleyBabe
    • December 20, 2013

26. Missed 401k Correction

    By CLE401kGuy, December 18, 2013
    • 4 replies
    • 1k views
    • 
    • GMK
    • December 19, 2013

27. Death Verification

    By Guest llwallace, December 18, 2013
    • 4 replies
    • 1.3k views
    • 
    • ESOP Guy
    • December 19, 2013

28. Short Plan Year - Minimum months required?

    By KTB, December 18, 2013
    • 3 replies
    • 1.5k views
    • 
    • KTB
    • December 19, 2013

29. Imputed disparity with a SHMAC?

    By Jim Chad, December 12, 2013
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 19, 2013

30. failure to make safe harbor 401k contribution

    By goldtpa, December 17, 2013
    • 2 replies
    • 1.7k views
    • 
    • goldtpa
    • December 19, 2013

31. Monthly instead of per pay period withholding?

    By mgcpension, December 9, 2013
    • 10 replies
    • 3.2k views
    • 
    • Peter Gulia
    • December 18, 2013

32. Pro-rating Limits

    By 30Rock, December 15, 2013
    • 0 replies
    • 1.1k views
    • 
    • 30Rock
    • December 15, 2013

33. 8% Company Match- HCE Question

    By Guest ghenson08, December 12, 2013
    • 8 replies
    • 1.6k views
    • 
    • rcline46
    • December 12, 2013

34. self-dealing?

    By Guest Aust916, December 11, 2013
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • December 12, 2013

35. Rollover to Safe Harbor 401(k) Plan (Does this Blow the Top-Heavy Exemption?)

    By Yesrod5, December 11, 2013
    • 9 replies
    • 2k views
    • 
    • GMK
    • December 11, 2013

36. Terminating SEP and PS Plan - New 401k

    By austin3515, December 11, 2013
    • 0 replies
    • 956 views
    • 
    • austin3515
    • December 11, 2013

37. Tips/Ideas for Foreign Participants w/ no SSN

    By Guest GAKVE, December 11, 2013
    • 2 replies
    • 936 views
    • 
    • Lou S.
    • December 11, 2013

38. Investments with a minimum networth

    By artvandelay3, December 9, 2013
    • 5 replies
    • 1k views
    • 
    • Tom Poje
    • December 11, 2013

39. Year End Deposit of Deferrals

    By Guest JanetGS, December 10, 2013
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 10, 2013

40. Separate plans for HCE and NHCE

    By artvandelay3, December 9, 2013
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 10, 2013

41. Two plans 401 k and SEP

    By caryn22359, December 6, 2013
    • 3 replies
    • 1.1k views
    • 
    • masteff
    • December 10, 2013

42. RMDs for missing participants

    By Guest ablazer, December 5, 2013   

    • RMD Missing
    • 3 replies
    • 2k views
    • 
    • masteff
    • December 10, 2013

43. Participation of Union-Member/Owner

    By drakecohen, December 9, 2013
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • December 9, 2013

44. 415 Limit and Catch-Up

    By CLE401kGuy, December 9, 2013
    • 2 replies
    • 918 views
    • 
    • ETA Consulting LLC
    • December 9, 2013

45. Excluded Divisions, ACP Testing, and Coverage Testing

    By buckaroo, December 6, 2013
    • 5 replies
    • 2.5k views
    • 
    • Tom Poje
    • December 9, 2013

46. Controlled Group-one entity matches other does not -Comp used question

    By DLMRetire, December 6, 2013
    • 2 replies
    • 1.3k views
    • 
    • DLMRetire
    • December 8, 2013

47. Eligibility - Plan Entry Date?

    By R.G., December 6, 2013
    • 3 replies
    • 1.5k views
    • 
    • BG5150
    • December 6, 2013

48. Secure File Transfer

    By austin3515, December 5, 2013
    • 10 replies
    • 1.6k views
    • 
    • austin3515
    • December 5, 2013

49. Add Participating Er to Safe Harbor Plan

    By austin3515, December 3, 2013
    • 6 replies
    • 3k views
    • 
    • Kevin C
    • December 3, 2013

50. Completely Remove Illiquid Private Company Stock from Plan

    By Anagoge, November 28, 2013
    • 9 replies
    • 3.4k views
    • 
    • BG5150
    • December 3, 2013