401(k) Plans

19,423 topics in this forum

1. VCP Filing

   By 52626, January 27, 2014
   • 2 replies
   • 1.9k views
   • 
   • Kevin C
   • January 27, 2014

2. Forfeiture Use

   By 12AX7, January 27, 2014
   • 2 replies
   • 1.4k views
   • 
   • 12AX7
   • January 27, 2014

3. Periodic Pension Benefit Statement Requirement

   By PainPA, January 23, 2014   

   • Sec 508 of the 2006 PPA
   • 10 replies
   • 4.1k views
   • 
   • Bird
   • January 25, 2014

4. In-Service Distribution: Unrelated Rollover

   By Guest 4Kicks, January 24, 2014   

   • Top Heavy Test
   • 1 reply
   • 1.8k views
   • 
   • Lou S.
   • January 24, 2014

5. Severance Pay

   By 30Rock, January 23, 2014
   • 14 replies
   • 17.6k views
   • 
   • 30Rock
   • January 24, 2014

6. Roth Deferral

   By KevinMc, January 24, 2014
   • 1 reply
   • 902 views
   • 
   • rcline46
   • January 24, 2014

7. deferrals and catch-up

   By Chippy, January 23, 2014
   • 4 replies
   • 1.2k views
   • 
   • ETA Consulting LLC
   • January 23, 2014

8. Carve Out Method

   By CLE401kGuy, January 22, 2014
   • 4 replies
   • 4.2k views
   • 
   • Tom Poje
   • January 23, 2014

9. ADP Test with no compensation

   By Guest RCAB, January 22, 2014   

   • adp
   • compensation
   • 1 reply
   • 2k views
   • 
   • Bird
   • January 23, 2014

10. Which entry date do I use?

    By Guest RCAB, January 22, 2014   

    • hours
    • participation
    • (and 1 more)

      Tagged with:

      • hours
      • participation
      • eligibility
    • 2 replies
    • 1.5k views
    • 
    • ESOP Guy
    • January 23, 2014

11. ADP/ACP and Compensation Testing

    By bevfair, January 20, 2014
    • 1 reply
    • 2.2k views
    • 
    • ETA Consulting LLC
    • January 20, 2014

12. Safe Harbor Discontinued / Any Creative Solutions for HCE?

    By Susan S., January 16, 2014
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • January 17, 2014

13. Vested ownership? What counts for HCE determ?

    By jmartin, January 17, 2014
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • January 17, 2014

14. 1099-R 59 1/2 Distribution Code

    By PainPA, January 17, 2014
    • 2 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • January 17, 2014

15. IRS notice re: Fidelity Bond

    By Earl, January 8, 2014
    • 3 replies
    • 2.9k views
    • 
    • masteff
    • January 17, 2014

16. IRS information request regarding unreasonable compensation

    By 7806akp, January 16, 2014
    • 7 replies
    • 1.3k views
    • 
    • austin3515
    • January 16, 2014

17. Exclusion OK?

    By austin3515, January 15, 2014
    • 8 replies
    • 1.5k views
    • 
    • GMK
    • January 16, 2014

18. 1983 Waiver of RMD

    By 52626, January 15, 2014
    • 4 replies
    • 1.9k views
    • 
    • masteff
    • January 15, 2014

19. In-plan Roth rollovers

    By K2retire, January 14, 2014
    • 3 replies
    • 986 views
    • 
    • masteff
    • January 14, 2014

20. 401(k) Contributions passed through a Cafeteria Plan?

    By 401king, January 14, 2014
    • 5 replies
    • 5.9k views
    • 
    • masteff
    • January 14, 2014

21. Is this a successor employer?

    By AlbanyConsultant, January 14, 2014
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • January 14, 2014

22. Plan Loan

    By Guest Hgreer, January 6, 2014
    • 18 replies
    • 2.3k views
    • 
    • Jim Chad
    • January 14, 2014

23. IRS Late notices

    By justanotheradmin, October 22, 2013   

    • 5500
    • 5558
    • (and 1 more)

      Tagged with:

      • 5500
      • 5558
      • 8955-ssa
    • 5 replies
    • 1.9k views
    • 
    • PainPA
    • January 13, 2014

24. excess deferrals rolled to IRA

    By 30Rock, January 11, 2014
    • 2 replies
    • 2.4k views
    • 
    • Appleby
    • January 13, 2014

25. Profit Sharing Versus Increased Match Formula

    By Guest ghenson08, January 10, 2014
    • 5 replies
    • 1.1k views
    • 
    • ESOP Guy
    • January 10, 2014

26. Domestic Relations Order Outsourcing?

    By Guest TanyaB, January 2, 2014   

    • DRO
    • QDRO
    • (and 2 more)

      Tagged with:

      • DRO
      • QDRO
      • corporate
      • outsource
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 10, 2014

27. K-1 Income Determined on Cash Basis

    By austin3515, January 9, 2014
    • 5 replies
    • 1.7k views
    • 
    • austin3515
    • January 10, 2014

28. Exclusion vs Waiver

    By Flyboyjohn, January 9, 2014
    • 3 replies
    • 1k views
    • 
    • BG5150
    • January 9, 2014

29. Question on W2 Box 13

    By khn, January 8, 2014
    • 6 replies
    • 3.6k views
    • 
    • Flyboyjohn
    • January 9, 2014

30. Multiple Employer Plan to avoid 100+ audit

    By Craig Schiller, January 3, 2014
    • 14 replies
    • 5.9k views
    • 
    • KJohnson
    • January 8, 2014

31. Timing of Deposits for Partners (Relius article)

    By austin3515, January 6, 2014
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • January 7, 2014

32. RMD - What comes first

    By PainPA, December 30, 2013   

    • RMD
    • 7 replies
    • 2.2k views
    • 
    • GMK
    • January 6, 2014

33. SH 401(k) / ESOP Permissive Aggregation

    By austin3515, January 3, 2014
    • 3 replies
    • 1.8k views
    • 
    • ESOP Guy
    • January 3, 2014

34. When can an EACA be terminated/removed from plan?

    By Guest TaxedToDeath, January 3, 2014   

    • EACA
    • 401(k)
    • (and 1 more)

      Tagged with:

      • EACA
      • 401(k)
      • Automatic Enrollment
    • 0 replies
    • 3.1k views
    • 
    • Guest
    • January 3, 2014

35. Participant Loans

    By 52626, January 2, 2014
    • 10 replies
    • 1.9k views
    • 
    • Guest
    • January 3, 2014

36. Multiple Employer Plan (PEO) and successor plan rules

    By pmacduff, December 27, 2013
    • 5 replies
    • 5k views
    • 
    • pmacduff
    • January 2, 2014

37. RMD

    By RLR, December 31, 2013
    • 4 replies
    • 1.3k views
    • 
    • RLR
    • January 2, 2014

38. Overpayment - 1099-R Question

    By ERISA25, December 30, 2013
    • 1 reply
    • 3.8k views
    • 
    • BG5150
    • December 30, 2013

39. Law firm wants to Modify W-2 definition of Compensation in a SafeHarbor Match Plan

    By CharlesLeggette, December 30, 2013
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • December 30, 2013

40. Fail ADP test in 2013 - Refund 2014 - W2

    By imchipbrown, December 24, 2013   

    • ADP Refund W-2
    • 5 replies
    • 1.7k views
    • 
    • imchipbrown
    • December 28, 2013

41. Participant requests 401k suspension - does not happen

    By jmartin, December 27, 2013
    • 2 replies
    • 1k views
    • 
    • GMK
    • December 27, 2013

42. How is a 401(k) plan affected by a "stock split purchase" of the sponsoring company?

    By Guest Cinadr, December 26, 2013
    • 7 replies
    • 5.9k views
    • 
    • PensionPro
    • December 27, 2013

43. In-Kind Xfers JUST for SDBA

    By austin3515, December 26, 2013
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • December 27, 2013

44. Completing the Form 5330

    By Guest mrtnoc, October 9, 2013   

    • 5330
    • late deferrals
    • 2 replies
    • 5.2k views
    • 
    • 401QUE
    • December 26, 2013

45. Immediate Entry but no pay until 2014

    By CLE401kGuy, December 26, 2013
    • 1 reply
    • 871 views
    • 
    • masteff
    • December 26, 2013

46. Annual Qslob testing requirements

    By Floridaattorney, December 23, 2013
    • 0 replies
    • 2.2k views
    • 
    • Floridaattorney
    • December 23, 2013

47. Do former key employees receive TH minimum?

    By jkharvey, December 23, 2013
    • 1 reply
    • 1.2k views
    • 
    • PensionPro
    • December 23, 2013

48. 401k deferrals on comp discovered 2 years late for termed ee

    By WCC, December 23, 2013
    • 1 reply
    • 957 views
    • 
    • masteff
    • December 23, 2013

49. Controlled Group Safe Harbor Plans with Different PLan Terms

    By Lame Duck, December 20, 2013
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • December 22, 2013

50. Safe Harbor Match Formula

    By HarleyBabe, December 18, 2013
    • 4 replies
    • 1.3k views
    • 
    • HarleyBabe
    • December 20, 2013