401(k) Plans

19,490 topics in this forum

1. Coverage Tests

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

2. SH Plan with discretionary match

   By QNPG, February 21, 2014
   • 7 replies
   • 2.5k views
   • 
   • MWeddell
   • March 31, 2014

3. Candian Employee

   By Guest jark, March 27, 2014
   • 4 replies
   • 1.4k views
   • 
   • Peter Gulia
   • March 28, 2014

4. Too much employer deposit!

   By justanotheradmin, March 28, 2014
   • 6 replies
   • 1.5k views
   • 
   • justanotheradmin
   • March 28, 2014

5. Safe harbor contribution for non-equity partner

   By Guest Hnicolas, March 28, 2014
   • 4 replies
   • 2.8k views
   • 
   • Guest
   • March 28, 2014

6. The end of FBO's???

   By austin3515, March 27, 2014
   • 7 replies
   • 1.8k views
   • 
   • Peter Gulia
   • March 28, 2014

7. 872-H

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

8. Residential Loan Question

   By khn, March 27, 2014
   • 1 reply
   • 1.6k views
   • 
   • masteff
   • March 27, 2014

9. tax withholding pd outside of trust, now what

   By TPApril, March 25, 2014
   • 3 replies
   • 1.2k views
   • 
   • Peter Gulia
   • March 27, 2014

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

    By Guest snmhanson, March 25, 2014
    • 7 replies
    • 4.5k views
    • 
    • ESOP Guy
    • March 26, 2014

11. ADP deadline for 2013

    By 30Rock, March 21, 2014
    • 11 replies
    • 1.5k views
    • 
    • 12AX7
    • March 25, 2014

12. Fidelity Bond Web-sites

    By austin3515, March 20, 2014
    • 24 replies
    • 2.6k views
    • 
    • Peter Gulia
    • March 25, 2014

13. Post Severance Comp

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

14. Volutary after tax contributions

    By Earl, March 14, 2014
    • 10 replies
    • 7.1k views
    • 
    • Earl
    • March 21, 2014

15. Simple IRA rollover to a Qualifed Plan

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

16. 1st filing year for spin-off plan from a MEP...Pitfalls?

    By Guest Puff, March 21, 2014   

    • spin-off
    • mep
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 21, 2014

17. Forcing a 415 Failure

    By Guest Yeti68, March 18, 2014
    • 11 replies
    • 7.2k views
    • 
    • austin3515
    • March 20, 2014

18. Adding an Employer to a 401k Plan

    By CLE401kGuy, March 19, 2014
    • 7 replies
    • 1.4k views
    • 
    • MWeddell
    • March 20, 2014

19. EACA mid-year percentage change

    By Belgarath, March 20, 2014
    • 1 reply
    • 2.3k views
    • 
    • BG5150
    • March 20, 2014

20. earned income calculation

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

21. RMD's from Roth Accounts

    By Dougsbpc, March 18, 2014
    • 10 replies
    • 2.4k views
    • 
    • masteff
    • March 19, 2014

22. payroll error on contribution

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

23. ACP testing question

    By fiona1, March 19, 2014
    • 0 replies
    • 1k views
    • 
    • fiona1
    • March 19, 2014

24. IRS Matching 1120's and 5500's

    By austin3515, March 18, 2014
    • 5 replies
    • 1.7k views
    • 
    • austin3515
    • March 18, 2014

25. Senior Moment

    By thepensionmaven, March 16, 2014
    • 8 replies
    • 1.3k views
    • 
    • Bill Presson
    • March 18, 2014

26. Prohibitive Transaction

    By Guest elang, March 17, 2014   

    • Loan
    • 7 replies
    • 1.5k views
    • 
    • Peter Gulia
    • March 18, 2014

27. 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

28. Asset Purchase

    By Guest A_Dude, March 11, 2014
    • 6 replies
    • 3.3k views
    • 
    • Guest
    • March 17, 2014

29. New Comp - Separate Alloc Groups - Coverage

    By austin3515, March 13, 2014
    • 6 replies
    • 1.2k views
    • 
    • Earl
    • March 14, 2014

30. New Form 8822-B

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

31. Multiple Employer Plan - Loans

    By Pam S., March 13, 2014
    • 2 replies
    • 2.1k views
    • 
    • MWeddell
    • March 14, 2014

32. Post Hardship Deferrals not Suspended

    By Pixie, March 13, 2014   

    • Hardship
    • Suspended
    • 2 replies
    • 1.5k views
    • 
    • WCC
    • March 13, 2014

33. Safe Harbor Match Calculation Per Payroll Period

    By CAR, March 11, 2014
    • 9 replies
    • 16.3k views
    • 
    • masteff
    • March 12, 2014

34. deferrals by a terminated employee

    By WCC, March 12, 2014   

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

35. Earned Income/key employees/Top Heavy Minimum

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

36. ADP Test - Employer Sponsors 2 Plans

    By JBones, March 11, 2014
    • 4 replies
    • 1.8k views
    • 
    • JBones
    • March 11, 2014

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

    By Gadgetfreak, March 11, 2014   

    • Multiple-Employer
    • 0 replies
    • 1.4k views
    • 
    • Gadgetfreak
    • March 11, 2014

38. pre-funded employer contributions

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

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

    By 401kquestion, March 8, 2014
    • 6 replies
    • 2.7k views
    • 
    • masteff
    • March 10, 2014

40. Erroneous Contributions to Terminated Plan

    By Susan S., March 7, 2014
    • 6 replies
    • 1.7k views
    • 
    • BG5150
    • March 10, 2014

41. De Minimus Testing Refund?

    By Lou S., March 6, 2014
    • 6 replies
    • 2.3k views
    • 
    • Tom Poje
    • March 10, 2014

42. 401k Safe Harbor Contribution & Compensation

    By Guest chell4568, March 7, 2014   

    • Safe Harbor
    • 401k
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • March 9, 2014

43. Rehire with different eligibility by source

    By AlbanyConsultant, March 8, 2014
    • 0 replies
    • 1.2k views
    • 
    • AlbanyConsultant
    • March 8, 2014

44. Can QNEC to cure ACP failure be funded from Forf account?

    By Guest Spock, March 7, 2014   

    • ACP QNEC and Forfeiture Accou
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 7, 2014

45. Returning 2014 deferrals to correct 2013 ADP failure

    By fiona1, March 6, 2014
    • 6 replies
    • 1.6k views
    • 
    • MWeddell
    • March 7, 2014

46. Target Date Funds as QDIA

    By SFSD, March 6, 2014
    • 3 replies
    • 1.1k views
    • 
    • SFSD
    • March 6, 2014

47. Should QNECs be included in total ER contrib for Max Deduct.?

    By Guest Puff, March 5, 2014   

    • QNEC Maximum Deductibility
    • 1 reply
    • 913 views
    • 
    • Lou S.
    • March 5, 2014

48. Clearly I am An Idiot

    By austin3515, March 3, 2014
    • 9 replies
    • 1.9k views
    • 
    • masteff
    • March 5, 2014

49. break in service and merger

    By Guest re4701, March 4, 2014   

    • break service merger predec
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 5, 2014

50. Same firm as TPA and IQPA CPA?

    By justanotheradmin, March 3, 2014
    • 3 replies
    • 2.4k views
    • 
    • Flyboyjohn
    • March 3, 2014