401(k) Plans

19,490 topics in this forum

1. Safe-harbor enhanced match

   By Guest csayles, February 28, 2014
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • February 28, 2014

2. Safe Harbor 401(k) & Plan Merger

   By R. Butler, February 21, 2014
   • 2 replies
   • 2k views
   • 
   • MWeddell
   • February 27, 2014

3. Controlled group, aggregation, testing, etc.

   By Belgarath, February 27, 2014
   • 3 replies
   • 1k views
   • 
   • Belgarath
   • February 27, 2014

4. One employer with both 401k and 403b plans

   By dmb, February 24, 2014
   • 3 replies
   • 2.1k views
   • 
   • MWeddell
   • February 27, 2014

5. Open architechture

   By Jim Chad, February 27, 2014
   • 1 reply
   • 863 views
   • 
   • ACox
   • February 27, 2014

6. 401(k) Plan Aggregation

   By Guest tm3333, February 26, 2014
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • February 27, 2014

7. Vesting

   By justatester, February 26, 2014   

   • Different Scheduls = BRF?
   • 1 reply
   • 1.1k views
   • 
   • Lou S.
   • February 26, 2014

8. not finding it in black & white: S-Corp K-1 isn't comp

   By AlbanyConsultant, February 25, 2014
   • 6 replies
   • 1.9k views
   • 
   • Calavera
   • February 26, 2014

9. Affiliated Service Group? Regularly peforming services or regularly associated?

   By Floridaattorney, February 26, 2014
   • 0 replies
   • 971 views
   • 
   • Floridaattorney
   • February 26, 2014

10. 401K Liquidation Tax Nightmare (Divorce)

    By Guest Fplanner2014, February 26, 2014
    • 2 replies
    • 2.2k views
    • 
    • ESOP Guy
    • February 26, 2014

11. RMD Calculation

    By R.G., February 25, 2014
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • February 25, 2014

12. Brain cramp - controlled group, mandatory aggregation

    By Belgarath, February 21, 2014
    • 7 replies
    • 3.2k views
    • 
    • Kevin C
    • February 25, 2014

13. Related? Unrelated? Rollover? Top Heavy

    By Mr Bagwell, February 25, 2014
    • 1 reply
    • 2.6k views
    • 
    • ETA Consulting LLC
    • February 25, 2014

14. ADP testing in controlled group

    By Guest hb95, February 24, 2014
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 25, 2014

15. Group Submission to VCP

    By cpc0506, February 25, 2014
    • 2 replies
    • 1.7k views
    • 
    • cpc0506
    • February 25, 2014

16. Net Earnings from Self Employment

    By Guest AJM 34, August 16, 2012
    • 16 replies
    • 8.4k views
    • 
    • Bill Presson
    • February 25, 2014

17. Allowable Participant Fees

    By mlp0816, February 21, 2014
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • February 21, 2014

18. Corrective Amendment for Ineligibles

    By Susan S., February 21, 2014
    • 2 replies
    • 998 views
    • 
    • Tom Poje
    • February 21, 2014

19. negative elections for some but not all participants

    By ERISA-Bubs, February 20, 2014
    • 5 replies
    • 1.4k views
    • 
    • K2retire
    • February 21, 2014

20. disaggregation question

    By K2retire, February 18, 2014
    • 4 replies
    • 1.3k views
    • 
    • GMK
    • February 21, 2014

21. 414(s) compensation

    By R. Butler, February 19, 2014
    • 2 replies
    • 3k views
    • 
    • R. Butler
    • February 21, 2014

22. Loan as a Deemed Distribution

    By CLE401kGuy, February 5, 2013
    • 6 replies
    • 20.5k views
    • 
    • Bird
    • February 21, 2014

23. In Service vs Hardship

    By 52626, February 12, 2014
    • 9 replies
    • 3.6k views
    • 
    • Lou S.
    • February 19, 2014

24. Compensation

    By Nassau, February 19, 2014
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • February 19, 2014

25. allocation conditions for ps and match

    By pmacduff, February 18, 2014
    • 8 replies
    • 2.3k views
    • 
    • pmacduff
    • February 18, 2014

26. Eligible for a contribution?

    By PFranckowiak, February 15, 2014
    • 5 replies
    • 1.6k views
    • 
    • ESOP Guy
    • February 17, 2014

27. Compensation for deferral and match

    By MPLSLAW, November 14, 2013   

    • testing
    • 414(s) non-discrimination
    • 6 replies
    • 4.5k views
    • 
    • austin3515
    • February 17, 2014

28. Compensation-fringe benefit exclusion

    By Guest Salem, February 12, 2014   

    • fringe
    • compensation
    • 4 replies
    • 4.6k views
    • 
    • KED
    • February 14, 2014

29. Mortgage account held in Plan

    By 52626, February 13, 2014
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • February 13, 2014

30. Leased Employees

    By LauraERPA, February 13, 2014
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • February 13, 2014

31. Refund of Non-Vested Match

    By MGOAdmin, February 13, 2014   

    • Refund
    • Match
    • (and 3 more)

      Tagged with:

      • Refund
      • Match
      • vesting
      • acp
      • fail
    • 2 replies
    • 2.4k views
    • 
    • Tom Poje
    • February 13, 2014

32. Can a duplicate 401(k) RMD be corrected or reversed

    By Guest Jackson, February 12, 2014   

    • Correction of duplicate RMD
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • February 12, 2014

33. Forfeiture Use in a Plan

    By mlp0816, February 12, 2014   

    • Forfeitures
    • 4 replies
    • 1.2k views
    • 
    • K2retire
    • February 12, 2014

34. SIMPLE IRA and controlled Group

    By 52626, February 12, 2014
    • 0 replies
    • 968 views
    • 
    • 52626
    • February 12, 2014

35. Sched C with negative comp

    By austin3515, February 10, 2014
    • 12 replies
    • 2k views
    • 
    • Belgarath
    • February 12, 2014

36. QMAC Amendment-Timing?

    By justatester, February 12, 2014
    • 0 replies
    • 905 views
    • 
    • justatester
    • February 12, 2014

37. Reverse Borrowing then Shifting-Permitted?

    By justatester, February 12, 2014
    • 0 replies
    • 849 views
    • 
    • justatester
    • February 12, 2014

38. Unsigned Plan Document

    By Guest SAS3, February 11, 2014   

    • takeover
    • unsigned
    • (and 1 more)

      Tagged with:

      • takeover
      • unsigned
      • merger
    • 3 replies
    • 1.9k views
    • 
    • Peter Gulia
    • February 11, 2014

39. 401(k) Roth conversion

    By 52626, February 11, 2014
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • February 11, 2014

40. leased employees

    By dseals, February 10, 2014   

    • funding requirements
    • 0 replies
    • 1.3k views
    • 
    • dseals
    • February 10, 2014

41. Multiple Employer Plan with Stock Ownership Change

    By msmith, February 7, 2014
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • February 10, 2014

42. Reverse QNEC Allocation

    By Guest RrtQka, February 8, 2014
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • February 10, 2014

43. THM - Class Exclusions

    By austin3515, February 9, 2014
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • February 9, 2014

44. New 401(k) plan and eligibility

    By cfull, February 7, 2014
    • 1 reply
    • 1.2k views
    • 
    • shERPA
    • February 7, 2014

45. 401(k) / Control Group / combined testing?

    By Guest silversurfer550, February 7, 2014
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • February 7, 2014

46. Any Penalty for Non-deductible employer contribution?

    By Guest Janiele, February 6, 2014
    • 1 reply
    • 2.2k views
    • 
    • ESOP Guy
    • February 7, 2014

47. Plan assets as collateral

    By Guest TrustMe401k, February 5, 2014
    • 6 replies
    • 3.2k views
    • 
    • Bill Presson
    • February 6, 2014

48. A Not-So-Worthy Competitor: Uncle Sam's myRA

    By austin3515, January 29, 2014
    • 42 replies
    • 5.2k views
    • 
    • GMK
    • February 5, 2014

49. HCE definition

    By R. Butler, February 5, 2014
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • February 5, 2014

50. In-plan Roth conversion.

    By Guest Thornton, February 4, 2014   

    • Fully Vested?
    • 1 reply
    • 897 views
    • 
    • masteff
    • February 4, 2014