401(k) Plans

19,490 topics in this forum

1. Using Forfeiture Account

   By khn, April 29, 2014
   • 10 replies
   • 2.6k views
   • 
   • BG5150
   • April 30, 2014

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

   By MarZDoates, April 28, 2014
   • 2 replies
   • 1.3k views
   • 
   • MarZDoates
   • April 30, 2014

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

   By jmartin, April 28, 2014
   • 2 replies
   • 2.9k views
   • 
   • jmartin
   • April 28, 2014

4. Catchup and ADP Test

   By jmartin, August 17, 2011
   • 7 replies
   • 5.3k views
   • 
   • Tom Poje
   • April 28, 2014

5. Federal Tax Withholding on corrective distributions

   By 30Rock, April 25, 2014
   • 1 reply
   • 1.5k views
   • 
   • BG5150
   • April 25, 2014

6. Missed Loan Payments

   By katie58, April 24, 2014
   • 11 replies
   • 5.3k views
   • 
   • katie58
   • April 25, 2014

7. Roth 401k Withdrawal

   By karl, April 24, 2014
   • 4 replies
   • 1.4k views
   • 
   • QDROphile
   • April 24, 2014

8. family attribution

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

9. 6 month suspension of deferrals after hardship

   By khn, April 23, 2014
   • 2 replies
   • 2.4k views
   • 
   • My 2 cents
   • April 23, 2014

10. 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
    • 4k views
    • 
    • My 2 cents
    • April 23, 2014

11. Estimating hours for part time pilots

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

12. Permissive Aggregation - merger of CG member

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

13. Universal Availability For Plan Loans

    By CLE401kGuy, April 17, 2014
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • April 23, 2014

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

    By Guest JL Sperry, April 22, 2014   

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

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

    By Guest mtrice, April 22, 2014   

    • Change in Plan Year
    • 401(k) Plans
    • 1 reply
    • 2k views
    • 
    • Flyboyjohn
    • April 22, 2014

16. Partial Year Safe Harbor Plan

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

17. are flat fees reasonable

    By TPApril, April 17, 2014
    • 8 replies
    • 3.2k views
    • 
    • Kevin C
    • April 21, 2014

18. SAR

    By 30Rock, April 16, 2014
    • 1 reply
    • 1.1k views
    • 
    • mming
    • April 21, 2014

19. Mid Year Amendment for Safe Harbor Plan

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

20. Gateway and Fail Safe Language

    By sdix401k, February 19, 2014
    • 7 replies
    • 3.2k views
    • 
    • Belgarath
    • April 18, 2014

21. Covering employees of unrelated entity

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

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

    By shERPA, April 16, 2014
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • April 17, 2014

23. Automatic Enrollment and Opt Out

    By 30Rock, April 7, 2014
    • 2 replies
    • 3k views
    • 
    • 30Rock
    • April 17, 2014

24. Loans - Hardship Only

    By MGOAdmin, April 15, 2014   

    • hardship
    • loan
    • 5 replies
    • 2.2k views
    • 
    • BG5150
    • April 16, 2014

25. 404a5 Fee Disclosures

    By CLE401kGuy, April 11, 2014
    • 5 replies
    • 3k views
    • 
    • Peter Gulia
    • April 14, 2014

26. comp net deferrals... for partners

    By AlbanyConsultant, April 14, 2014
    • 0 replies
    • 1k views
    • 
    • AlbanyConsultant
    • April 14, 2014

27. top heavy to keys

    By cdavis25, April 2, 2014
    • 27 replies
    • 4.4k views
    • 
    • cdavis25
    • April 14, 2014

28. Auto Enrollment

    By Guest Celtics, April 11, 2014   

    • Amendment to add auto enroll
    • 1 reply
    • 913 views
    • 
    • justanotheradmin
    • April 11, 2014

29. Canadian subsidiaries of US corporations

    By k man, April 10, 2014
    • 1 reply
    • 987 views
    • 
    • Guest
    • April 11, 2014

30. HCE Manadatory Aggregation

    By justatester, April 9, 2014
    • 4 replies
    • 2.5k views
    • 
    • Tom Poje
    • April 11, 2014

31. Adequate Fiduciary Liability Insurance?

    By khn, April 9, 2014
    • 4 replies
    • 2.9k views
    • 
    • Peter Gulia
    • April 11, 2014

32. Crediting Service

    By IRA, April 10, 2014
    • 0 replies
    • 989 views
    • 
    • IRA
    • April 10, 2014

33. Internal Controls

    By cripp12, April 9, 2014
    • 4 replies
    • 1.8k views
    • 
    • cripp12
    • April 10, 2014

34. can ex-employee waive his right to employer contributions in a severance agreement?

    By Gudgergirl, April 7, 2014
    • 10 replies
    • 3.6k views
    • 
    • david rigby
    • April 9, 2014

35. 401(k) SH plan moves to MEP

    By jkharvey, April 9, 2014
    • 0 replies
    • 849 views
    • 
    • jkharvey
    • April 9, 2014

36. Discretionary Matching

    By SwimmingInBowelsOfERISA, April 8, 2014
    • 10 replies
    • 4.1k views
    • 
    • Tom Poje
    • April 9, 2014

37. Applying the Otherwise Excludable Rules

    By justatester, January 2, 2014   

    • Prior Year for ADP/ACP
    • 5 replies
    • 3.7k views
    • 
    • MWeddell
    • April 7, 2014

38. Real Estate as Investment

    By Stash026, March 25, 2014
    • 5 replies
    • 1.9k views
    • 
    • 401K_AZ
    • April 4, 2014

39. Issue 1099 for loan if current on payments and no loan offset?

    By UM1234, April 4, 2014
    • 3 replies
    • 1.4k views
    • 
    • UM1234
    • April 4, 2014

40. 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
    • 1.2k views
    • 
    • Stevo-PDX
    • April 3, 2014

41. Top Heavy Minimum in Terminating Plan

    By drakecohen, April 2, 2014
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • April 2, 2014

42. 404a5 Fee Disclosures

    By CLE401kGuy, March 21, 2014
    • 9 replies
    • 7k views
    • 
    • BG5150
    • April 2, 2014

43. Failure to Auto Enroll - QACA Plan

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

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

    By Guest Spock, April 1, 2014   

    • 401(k) loan
    • 3 replies
    • 5.3k views
    • 
    • K2retire
    • April 2, 2014

45. Loan Policy

    By 52626, April 2, 2014
    • 1 reply
    • 1.4k views
    • 
    • FormsRstillmylife
    • April 2, 2014

46. control group testing

    By EBDI, March 28, 2014
    • 3 replies
    • 1.3k views
    • 
    • EBDI
    • April 1, 2014

47. 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
    • 1.4k views
    • 
    • Belgarath
    • April 1, 2014

48. 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
    • 2.2k views
    • 
    • Stevo-PDX
    • April 1, 2014

49. Match due to 401(k) plan

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

50. SE-Tax for Canadian owner/participant

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