401(k) Plans

19,275 topics in this forum

1. Profit Sharing Plan termination

   By cpc0506, November 11, 2013
   • 10 replies
   • 2.9k views
   • 
   • mbozek
   • November 16, 2013

2. Safe Harbor "maybe" - when plan language is currently silent

   By Belgarath, November 14, 2013
   • 4 replies
   • 1.2k views
   • 
   • Kevin C
   • November 14, 2013

3. Self-employed net loss

   By R. Butler, October 21, 2013
   • 4 replies
   • 1.5k views
   • 
   • R. Butler
   • November 14, 2013

4. effect of Medicare surtax on SE income

   By M Norton, November 13, 2013
   • 1 reply
   • 1.2k views
   • 
   • Flyboyjohn
   • November 14, 2013

5. Switching to a S/H Plan before start of Plan Year

   By rblum50, November 11, 2013   

   • S/H Matching Contribution
   • 3 replies
   • 1.1k views
   • 
   • austin3515
   • November 13, 2013

6. Safe Harbor Nonelective "maybe" - eliminate HC?

   By Belgarath, November 8, 2013
   • 5 replies
   • 1.3k views
   • 
   • austin3515
   • November 12, 2013

7. Owner has deemed loan. Is this a prohibited transaction?

   By Jim Chad, November 12, 2013
   • 1 reply
   • 1.1k views
   • 
   • austin3515
   • November 12, 2013

8. QSLOB treatment

   By K2retire, November 11, 2013
   • 0 replies
   • 834 views
   • 
   • K2retire
   • November 11, 2013

9. RMD - Please confirm that my thinking is right

   By Guest MikeD, November 7, 2013
   • 3 replies
   • 1.6k views
   • 
   • justanotheradmin
   • November 8, 2013

10. ADP/coverage testing for control group

    By AKconsult, November 6, 2013
    • 7 replies
    • 2k views
    • 
    • Tom Poje
    • November 8, 2013

11. Special Pay Plan

    By 30Rock, November 7, 2013
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • November 8, 2013

12. Automatic Enrollment

    By Guest terric, April 19, 2006
    • 11 replies
    • 3.5k views
    • 
    • Lou S.
    • November 6, 2013

13. Forfeiture to pay plan expenses (plan termination)

    By 12AX7, November 5, 2013
    • 2 replies
    • 908 views
    • 
    • 12AX7
    • November 6, 2013

14. Attribution in a Partnership

    By 401_noob, November 5, 2013
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • November 5, 2013

15. Would they be an employee of not?

    By Guest A_Dude, January 9, 2013   

    • Ownership/Employee
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • November 5, 2013

16. Forfeitures to pay plan expenses

    By BG5150, March 9, 2011
    • 17 replies
    • 5.9k views
    • 
    • austin3515
    • November 5, 2013

17. Is this an ACA?

    By 12AX7, November 4, 2013
    • 2 replies
    • 987 views
    • 
    • 12AX7
    • November 5, 2013

18. Top Heavy Plan - attribution rules apply to terminated employee

    By Nancy D, November 4, 2013
    • 2 replies
    • 1k views
    • 
    • Nancy D
    • November 5, 2013

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

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

20. Uniformity - EACA / QACA

    By Guest ppapdx, November 4, 2013
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 4, 2013

21. Is This Person a Key Employee

    By sdix401k, November 1, 2013
    • 4 replies
    • 1.1k views
    • 
    • Lou S.
    • November 1, 2013

22. Match Reinstated in middle of the plan year????

    By heygents, November 1, 2013
    • 2 replies
    • 850 views
    • 
    • Lou S.
    • November 1, 2013

23. Limited Liability Company Distribution

    By Guest JanetGS, November 1, 2013
    • 5 replies
    • 974 views
    • 
    • Guest
    • November 1, 2013

24. 401k Workflow Management software

    By Guest AJM 34, October 31, 2013
    • 1 reply
    • 1.4k views
    • 
    • Gadgetfreak
    • November 1, 2013

25. 414(s) compensation for SH, Top Heavy

    By justanotheradmin, October 31, 2013   

    • 414(s)
    • Safe harbor
    • (and 1 more)

      Tagged with:

      • 414(s)
      • Safe harbor
      • top heavy
    • 0 replies
    • 1.8k views
    • 
    • justanotheradmin
    • October 31, 2013

26. 401k testing and plan switching to MEP

    By Tom Poje, October 23, 2013
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 31, 2013

27. Count comp from real estate holding company?

    By Jim Chad, October 30, 2013
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • October 31, 2013

28. ADP Refund of Roth Deferrals--April 15 important?

    By BG5150, October 31, 2013
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 31, 2013

29. More than 1,000 Hours for Allocation Condition

    By Guest Statler, October 30, 2013
    • 4 replies
    • 2.9k views
    • 
    • rcline46
    • October 31, 2013

30. Missed Deferral Opportunity using forfeiture account

    By JKW, October 30, 2013
    • 1 reply
    • 1.4k views
    • 
    • chc93
    • October 30, 2013

31. Aggregation of Compensation?

    By Dougsbpc, October 30, 2013
    • 2 replies
    • 964 views
    • 
    • Dougsbpc
    • October 30, 2013

32. Affililated Service Group

    By austin3515, October 29, 2013
    • 7 replies
    • 864 views
    • 
    • BG5150
    • October 30, 2013

33. How much time is involved in "In plan Roth Rollovers and Transfers"

    By Jim Chad, September 11, 2013
    • 1 reply
    • 838 views
    • 
    • K2retire
    • October 28, 2013

34. Safe Harbor 401(k)

    By jpod, October 28, 2013
    • 9 replies
    • 1.7k views
    • 
    • K2retire
    • October 28, 2013

35. Davis Bacon and general testing

    By gregburst, October 24, 2013
    • 1 reply
    • 2.3k views
    • 
    • Lou S.
    • October 24, 2013

36. 401k match 5 years late

    By Guest goblue, October 23, 2013   

    • 401k match
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • October 24, 2013

37. Safe Harbor NEC - odd formula

    By 401QUE, October 23, 2013   

    • Safe Harbor
    • 414(s) Test
    • (and 2 more)

      Tagged with:

      • Safe Harbor
      • 414(s) Test
      • reasonableness test
      • excluding bonus
    • 3 replies
    • 2.2k views
    • 
    • BG5150
    • October 24, 2013

38. Multiple retirement plans

    By rfahey, October 23, 2013
    • 2 replies
    • 1k views
    • 
    • Lou S.
    • October 23, 2013

39. 2014 COLA Limits and Safe Harbor Notice

    By buckaroo, October 22, 2013
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • October 23, 2013

40. Safe Harbor Contribution

    By retbenser, October 21, 2013
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • October 22, 2013

41. Failed ADP Test/Miscalculated Earnings

    By nancy, October 21, 2013
    • 1 reply
    • 986 views
    • 
    • BG5150
    • October 22, 2013

42. how long can you be 'otherwise excludable'

    By cpc0506, October 21, 2013
    • 1 reply
    • 823 views
    • 
    • ETA Consulting LLC
    • October 21, 2013

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

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

44. Documenting an acquisition....

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

45. 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

46. Loans and a Safe Harbor plan

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

47. Plan Design - Owners Creating New Plan for Staff

    By Guest Pippy, October 18, 2013   

    • Aggregated Testing
    • Plan Design
    • (and 1 more)

      Tagged with:

      • Aggregated Testing
      • Plan Design
      • Top Heavy
    • 5 replies
    • 1.6k views
    • 
    • buckaroo
    • October 18, 2013

48. lost earnings for an owner

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

49. Open and shut eligibility for nonelective contribution

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

50. Can you exclude HCE from a Profit Sharing Plan?

    By Guest Michael Anderson, January 11, 2005
    • 11 replies
    • 5.9k views
    • 
    • Bill Presson
    • October 16, 2013