401(k) Plans

19,275 topics in this forum

1. Loans and a Safe Harbor plan

   By 52626, October 17, 2013
   • 8 replies
   • 5.3k views
   • 
   • Bird
   • October 21, 2013

2. lost earnings for an owner

   By cpc0506, October 17, 2013
   • 1 reply
   • 899 views
   • 
   • BG5150
   • October 17, 2013

3. Max individual 401(k) contribution for LLC taxed as S-corp?

   By UM1234, October 17, 2013
   • 6 replies
   • 14.8k views
   • 
   • Bird
   • October 21, 2013

4. Open and shut eligibility for nonelective contribution

   By 7806akp, October 17, 2013
   • 1 reply
   • 824 views
   • 
   • ETA Consulting LLC
   • October 17, 2013

5. ATRA Roth Transfer

   By Gruegen, October 15, 2013
   • 2 replies
   • 1.1k views
   • 
   • Belgarath
   • October 16, 2013

6. Documenting an acquisition....

   By Guest A_Dude, October 15, 2013
   • 19 replies
   • 2.3k views
   • 
   • Guest
   • October 21, 2013

7. FIRE System

   By Guest Sara H, October 15, 2013   

   • 8955-SSA
   • fire.irs.gov
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • October 15, 2013

8. Participant Loan status with Severance Pay and Partial Distributions

   By RPP2001, October 14, 2013
   • 3 replies
   • 3.2k views
   • 
   • QDROphile
   • October 16, 2013

9. QNEC and ADP Testing

   By Guest TMS, October 14, 2013   

   • QNEC
   • ADP
   • 7 replies
   • 4k views
   • 
   • buckaroo
   • October 16, 2013

10. What makes a union plan cover only union employees?

    By jkharvey, October 14, 2013   

    • Adoption Agreement language
    • 5 replies
    • 1.3k views
    • 
    • buckaroo
    • October 16, 2013

11. Single Employers with Multiple Small Plans - Audit Required??

    By Guest CMDunn, October 13, 2013   

    • audit
    • multiple plans
    • 3 replies
    • 1.3k views
    • 
    • Peter Gulia
    • October 14, 2013

12. Audit Requirements

    By 401king, October 11, 2013
    • 1 reply
    • 976 views
    • 
    • GMK
    • October 11, 2013

13. Top Heavy minimum for Participant moved to excluded class...

    By jkharvey, October 11, 2013
    • 11 replies
    • 4.5k views
    • 
    • Kevin C
    • November 4, 2013

14. 404c Protection

    By khn, October 10, 2013
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • October 10, 2013

15. Over - matching HCE and NHCE in Safe Harbor Match Plan

    By KTB, October 10, 2013
    • 2 replies
    • 1.2k views
    • 
    • shERPA
    • October 10, 2013

16. How to Handle a Sale Mid-Year?

    By justatester, October 10, 2013
    • 0 replies
    • 995 views
    • 
    • justatester
    • October 10, 2013

17. Completing the Form 5330

    By Guest mrtnoc, October 9, 2013   

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

18. Coverage and Nondiscrimination Testing

    By ERISA25, October 9, 2013
    • 9 replies
    • 2.6k views
    • 
    • ETA Consulting LLC
    • October 12, 2013

19. Safe Harbor Plan with different elig. and ADP Testing

    By buckaroo, October 9, 2013
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • October 21, 2013

20. Discontinue paying advisory fees for terminated participants

    By Anonymoose, October 8, 2013
    • 3 replies
    • 1.2k views
    • 
    • Lou S.
    • October 9, 2013

21. multiple employer plan and form 5558

    By cpc0506, October 8, 2013
    • 0 replies
    • 842 views
    • 
    • cpc0506
    • October 8, 2013

22. Auto-enrollment

    By Guest ppapdx, October 8, 2013
    • 1 reply
    • 936 views
    • 
    • BG5150
    • October 8, 2013

23. Comp Definition for Deferrals

    By MarZDoates, October 7, 2013
    • 4 replies
    • 1k views
    • 
    • MarZDoates
    • October 8, 2013

24. Unvested portion of balance erroneously Distributed - Former Participant will not return

    By JesseQG, October 7, 2013
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • October 7, 2013

25. Puerto Rican employees in US 401k

    By k man, October 7, 2013
    • 0 replies
    • 1.1k views
    • 
    • k man
    • October 7, 2013

26. Designated Roth Deferral - Separate Account

    By MarZDoates, October 3, 2013
    • 3 replies
    • 1.7k views
    • 
    • MarZDoates
    • October 4, 2013

27. 404(a)(5) Notices

    By 52626, October 3, 2013
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • October 7, 2013

28. Settlement Check

    By 52626, October 3, 2013
    • 3 replies
    • 2.4k views
    • 
    • Belgarath
    • October 3, 2013

29. Simple Controlled Group Question

    By ac, October 1, 2013
    • 2 replies
    • 900 views
    • 
    • 12AX7
    • October 1, 2013

30. Solo 401(k) questions

    By UM1234, October 1, 2013
    • 1 reply
    • 960 views
    • 
    • Jim Chad
    • October 1, 2013

31. Controlled Group - 2 plans safe harbor/non safe harbor

    By WCC, September 30, 2013
    • 1 reply
    • 2.7k views
    • 
    • ETA Consulting LLC
    • September 30, 2013

32. Failed 401(k) Test and Rollover

    By 52626, September 30, 2013
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • September 30, 2013

33. Irrevocable Election Out of a Plan

    By austin3515, September 28, 2013
    • 15 replies
    • 6.2k views
    • 
    • austin3515
    • October 2, 2013

34. Allocating Foreitures

    By Guest A_Dude, September 27, 2013
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • September 28, 2013

35. Testing Reported on Form 5500

    By ERISA25, September 26, 2013
    • 3 replies
    • 1.4k views
    • 
    • chc93
    • September 28, 2013

36. Davis-Bacon 401(k) plan

    By Guest jreed@e-apc.com, September 26, 2013   

    • Prevailing Wage
    • 3 replies
    • 1.5k views
    • 
    • PensionPro
    • September 30, 2013

37. Two Entities - same Key Employee for TH Test?

    By Guest YvetteW, September 26, 2013
    • 0 replies
    • 784 views
    • 
    • Guest
    • September 26, 2013

38. 401(k) Safe Harbor match to satisfy ADP only

    By Belgarath, September 26, 2013
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • September 26, 2013

39. Partial Plan Termination - OEX

    By sdix401k, September 26, 2013
    • 2 replies
    • 1.3k views
    • 
    • sdix401k
    • September 26, 2013

40. Affiliated Service Group - Lawyers

    By MGOAdmin, September 25, 2013   

    • affiliated
    • 3 replies
    • 1.2k views
    • 
    • shERPA
    • September 30, 2013

41. -11(g) corrective amendment

    By Benefits to all, September 25, 2013
    • 1 reply
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • September 25, 2013

42. QDIA during conversion

    By Rai401k, September 24, 2013
    • 0 replies
    • 980 views
    • 
    • Rai401k
    • September 24, 2013

43. HCEs excluded from Profit Sharing Contribution

    By MarZDoates, September 24, 2013
    • 1 reply
    • 1.9k views
    • 
    • Lou S.
    • September 24, 2013

44. Controlled group testing - ADP

    By Guest Achilles, September 24, 2013
    • 5 replies
    • 5.8k views
    • 
    • 00hskrgrl
    • October 10, 2013

45. IRS Penalty Notice CP-283 and Approved Extension

    By steverenner, September 24, 2013
    • 6 replies
    • 4.5k views
    • 
    • Tom Poje
    • September 25, 2013

46. 415 Limit Off-Calendar Plan Year

    By 12AX7, September 24, 2013
    • 3 replies
    • 4.4k views
    • 
    • Kevin C
    • September 24, 2013

47. DC vs DB Coverage Testing

    By justatester, September 23, 2013
    • 4 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • September 24, 2013

48. recently terminated need to move money to safe plan

    By Guest mdwsgrc, September 23, 2013
    • 2 replies
    • 920 views
    • 
    • ESOP Guy
    • September 24, 2013

49. Deferrals on Bonus

    By khn, September 20, 2013
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • September 20, 2013

50. Automatic Enrollment

    By CLE401kGuy, September 20, 2013
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 24, 2013