401(k) Plans

19,451 topics in this forum

1. Compensation For A Cross Tested SHNEC and PS Plan 2 YOS Eligibility

   By Stevo-PDX, April 3, 2014   

   • cross test
   • PS
   • (and 1 more)

     Tagged with:

     • cross test
     • PS
     • 2 YOS
   • 0 replies
   • 1k views
   • 
   • Stevo-PDX
   • April 3, 2014

2. Top Heavy Minimum in Terminating Plan

   By drakecohen, April 2, 2014
   • 1 reply
   • 1k views
   • 
   • PensionPro
   • April 2, 2014

3. 404a5 Fee Disclosures

   By CLE401kGuy, March 21, 2014
   • 9 replies
   • 6.8k views
   • 
   • BG5150
   • April 2, 2014

4. Failure to Auto Enroll - QACA Plan

   By 52626, April 1, 2014
   • 5 replies
   • 2.2k views
   • 
   • BG5150
   • April 2, 2014

5. Re-amortizing 401(k) loans is no longer permitted

   By Guest Spock, April 1, 2014   

   • 401(k) loan
   • 3 replies
   • 5.1k views
   • 
   • K2retire
   • April 2, 2014

6. Loan Policy

   By 52626, April 2, 2014
   • 1 reply
   • 1.2k views
   • 
   • FormsRstillmylife
   • April 2, 2014

7. control group testing

   By EBDI, March 28, 2014
   • 3 replies
   • 1.2k views
   • 
   • EBDI
   • April 1, 2014

8. Earned Income & Additional Medicare Tax

   By Nate X, April 1, 2014   

   • earned income
   • medicare tax
   • (and 1 more)

     Tagged with:

     • earned income
     • medicare tax
     • partnership
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • April 1, 2014

9. Self Employed Income Multiple Partnerships

   By Stevo-PDX, March 31, 2014   

   • k-1
   • SEI
   • (and 2 more)

     Tagged with:

     • k-1
     • SEI
     • partnership
     • ownership
   • 2 replies
   • 2.1k views
   • 
   • Stevo-PDX
   • April 1, 2014

10. Match due to 401(k) plan

    By R. Butler, April 1, 2014
    • 2 replies
    • 916 views
    • 
    • ETA Consulting LLC
    • April 1, 2014

11. SE-Tax for Canadian owner/participant

    By justanotheradmin, March 31, 2014
    • 0 replies
    • 849 views
    • 
    • justanotheradmin
    • March 31, 2014

12. Coverage Tests

    By Guest Celtics, March 27, 2014
    • 2 replies
    • 812 views
    • 
    • MWeddell
    • March 31, 2014

13. SH Plan with discretionary match

    By QNPG, February 21, 2014
    • 7 replies
    • 2.2k views
    • 
    • MWeddell
    • March 31, 2014

14. Candian Employee

    By Guest jark, March 27, 2014
    • 4 replies
    • 1.2k views
    • 
    • Peter Gulia
    • March 28, 2014

15. Too much employer deposit!

    By justanotheradmin, March 28, 2014
    • 6 replies
    • 1.4k views
    • 
    • justanotheradmin
    • March 28, 2014

16. Safe harbor contribution for non-equity partner

    By Guest Hnicolas, March 28, 2014
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • March 28, 2014

17. The end of FBO's???

    By austin3515, March 27, 2014
    • 7 replies
    • 1.6k views
    • 
    • Peter Gulia
    • March 28, 2014

18. 872-H

    By austin3515, March 27, 2014
    • 3 replies
    • 2.9k views
    • 
    • austin3515
    • March 27, 2014

19. Residential Loan Question

    By khn, March 27, 2014
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • March 27, 2014

20. tax withholding pd outside of trust, now what

    By TPApril, March 25, 2014
    • 3 replies
    • 1.1k views
    • 
    • Peter Gulia
    • March 27, 2014

21. Tracking Employer vs Employee contributions in a Solo(K)

    By Guest snmhanson, March 25, 2014
    • 7 replies
    • 4.3k views
    • 
    • ESOP Guy
    • March 26, 2014

22. ADP deadline for 2013

    By 30Rock, March 21, 2014
    • 11 replies
    • 1.4k views
    • 
    • 12AX7
    • March 25, 2014

23. Fidelity Bond Web-sites

    By austin3515, March 20, 2014
    • 24 replies
    • 2.4k views
    • 
    • Peter Gulia
    • March 25, 2014

24. Post Severance Comp

    By austin3515, March 24, 2014
    • 1 reply
    • 865 views
    • 
    • austin3515
    • March 24, 2014

25. Volutary after tax contributions

    By Earl, March 14, 2014
    • 10 replies
    • 6.9k views
    • 
    • Earl
    • March 21, 2014

26. Simple IRA rollover to a Qualifed Plan

    By 52626, March 21, 2014
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • March 21, 2014

27. 1st filing year for spin-off plan from a MEP...Pitfalls?

    By Guest Puff, March 21, 2014   

    • spin-off
    • mep
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 21, 2014

28. Forcing a 415 Failure

    By Guest Yeti68, March 18, 2014
    • 11 replies
    • 7k views
    • 
    • austin3515
    • March 20, 2014

29. Adding an Employer to a 401k Plan

    By CLE401kGuy, March 19, 2014
    • 7 replies
    • 1.3k views
    • 
    • MWeddell
    • March 20, 2014

30. EACA mid-year percentage change

    By Belgarath, March 20, 2014
    • 1 reply
    • 2.2k views
    • 
    • BG5150
    • March 20, 2014

31. earned income calculation

    By Chippy, March 19, 2014
    • 2 replies
    • 952 views
    • 
    • PensionPro
    • March 19, 2014

32. RMD's from Roth Accounts

    By Dougsbpc, March 18, 2014
    • 10 replies
    • 2.3k views
    • 
    • masteff
    • March 19, 2014

33. payroll error on contribution

    By JKW, March 11, 2014
    • 2 replies
    • 1.3k views
    • 
    • JKW
    • March 19, 2014

34. ACP testing question

    By fiona1, March 19, 2014
    • 0 replies
    • 879 views
    • 
    • fiona1
    • March 19, 2014

35. IRS Matching 1120's and 5500's

    By austin3515, March 18, 2014
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • March 18, 2014

36. Senior Moment

    By thepensionmaven, March 16, 2014
    • 8 replies
    • 1.2k views
    • 
    • Bill Presson
    • March 18, 2014

37. Prohibitive Transaction

    By Guest elang, March 17, 2014   

    • Loan
    • 7 replies
    • 1.4k views
    • 
    • Peter Gulia
    • March 18, 2014

38. Required Top-Heavy Contribution for non-key HCE?

    By Guest Platinum401k, March 17, 2014   

    • top heavy 401k hce
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • March 17, 2014

39. Asset Purchase

    By Guest A_Dude, March 11, 2014
    • 6 replies
    • 3.2k views
    • 
    • Guest
    • March 17, 2014

40. New Comp - Separate Alloc Groups - Coverage

    By austin3515, March 13, 2014
    • 6 replies
    • 1.1k views
    • 
    • Earl
    • March 14, 2014

41. New Form 8822-B

    By 30Rock, March 14, 2014
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 14, 2014

42. Multiple Employer Plan - Loans

    By Pam S., March 13, 2014
    • 2 replies
    • 2k views
    • 
    • MWeddell
    • March 14, 2014

43. Post Hardship Deferrals not Suspended

    By Pixie, March 13, 2014   

    • Hardship
    • Suspended
    • 2 replies
    • 1.4k views
    • 
    • WCC
    • March 13, 2014

44. Safe Harbor Match Calculation Per Payroll Period

    By CAR, March 11, 2014
    • 9 replies
    • 15.9k views
    • 
    • masteff
    • March 12, 2014

45. deferrals by a terminated employee

    By WCC, March 12, 2014   

    • no 2 1/2 month inclusion
    • 0 replies
    • 935 views
    • 
    • WCC
    • March 12, 2014

46. Earned Income/key employees/Top Heavy Minimum

    By Chippy, March 11, 2014
    • 5 replies
    • 1.4k views
    • 
    • PensionPro
    • March 12, 2014

47. ADP Test - Employer Sponsors 2 Plans

    By JBones, March 11, 2014
    • 4 replies
    • 1.6k views
    • 
    • JBones
    • March 11, 2014

48. Separating a Multiple-Employer Plan...With a Twist

    By Gadgetfreak, March 11, 2014   

    • Multiple-Employer
    • 0 replies
    • 1.2k views
    • 
    • Gadgetfreak
    • March 11, 2014

49. pre-funded employer contributions

    By rlb64, March 11, 2014
    • 1 reply
    • 1.4k views
    • 
    • TPAMan
    • March 11, 2014

50. Failed ADP/ACP: Employer Puttiing Bulk of Matching In Forfeiture Acct...

    By 401kquestion, March 8, 2014
    • 6 replies
    • 2.6k views
    • 
    • masteff
    • March 10, 2014