401(k) Plans

19,320 topics in this forum

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

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

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

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

3. QSLOB treatment

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

4. RMD - Please confirm that my thinking is right

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

5. ADP/coverage testing for control group

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

6. Special Pay Plan

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

7. Automatic Enrollment

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

8. Forfeiture to pay plan expenses (plan termination)

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

9. Attribution in a Partnership

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

10. 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

11. Forfeitures to pay plan expenses

    By BG5150, March 9, 2011
    • 17 replies
    • 6k views
    • 
    • austin3515
    • November 5, 2013

12. Is this an ACA?

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

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

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

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

    By jkharvey, October 11, 2013
    • 11 replies
    • 4.6k views
    • 
    • Kevin C
    • November 4, 2013

15. Uniformity - EACA / QACA

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

16. Is This Person a Key Employee

    By sdix401k, November 1, 2013
    • 4 replies
    • 1.2k views
    • 
    • Lou S.
    • November 1, 2013

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

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

18. Limited Liability Company Distribution

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

19. 401k Workflow Management software

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

20. 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

21. 401k testing and plan switching to MEP

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

22. Count comp from real estate holding company?

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

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

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

24. More than 1,000 Hours for Allocation Condition

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

25. Missed Deferral Opportunity using forfeiture account

    By JKW, October 30, 2013
    • 1 reply
    • 1.5k views
    • 
    • chc93
    • October 30, 2013

26. Aggregation of Compensation?

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

27. Affililated Service Group

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

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

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

29. Safe Harbor 401(k)

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

30. Davis Bacon and general testing

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

31. 401k match 5 years late

    By Guest goblue, October 23, 2013   

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

32. 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

33. Multiple retirement plans

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

34. 2014 COLA Limits and Safe Harbor Notice

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

35. Safe Harbor Contribution

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

36. Failed ADP Test/Miscalculated Earnings

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

37. how long can you be 'otherwise excludable'

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

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

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

39. Documenting an acquisition....

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

40. 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

41. Loans and a Safe Harbor plan

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

42. 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

43. lost earnings for an owner

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

44. Open and shut eligibility for nonelective contribution

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

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

    By Guest Michael Anderson, January 11, 2005
    • 11 replies
    • 6k views
    • 
    • Bill Presson
    • October 16, 2013

46. 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

47. QNEC and ADP Testing

    By Guest TMS, October 14, 2013   

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

48. ATRA Roth Transfer

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

49. Participant Loan status with Severance Pay and Partial Distributions

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

50. FIRE System

    By Guest Sara H, October 15, 2013   

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