401(k) Plans

19,490 topics in this forum

1. Match (yet to be made) and ACP Failure

   By Gadgetfreak, February 2, 2014   

   • Match
   • ACP
   • (and 1 more)

     Tagged with:

     • Match
     • ACP
     • Fail
   • 3 replies
   • 1.7k views
   • 
   • 12AX7
   • February 3, 2014

2. Allocation Requirements Retro Waiver

   By LANDO, January 31, 2014   

   • Allocation Requirements Waive
   • 3 replies
   • 1.6k views
   • 
   • LANDO
   • February 3, 2014

3. Amendment to Safe Harbor 401(k) Plan

   By Guest Celtics, January 31, 2014   

   • safe harbor amendments
   • 8 replies
   • 4k views
   • 
   • austin3515
   • February 3, 2014

4. Simple 401k Rollover to 401k

   By MGOAdmin, January 28, 2014   

   • simple
   • 401k
   • (and 1 more)

     Tagged with:

     • simple
     • 401k
     • rollover
   • 4 replies
   • 3.5k views
   • 
   • Guest
   • February 3, 2014

5. ADP Refund of Roth plus gains at age 56- are gains taxable?

   By Jim Chad, January 31, 2014
   • 1 reply
   • 1.2k views
   • 
   • Lou S.
   • January 31, 2014

6. Jan 1 and Entry Dates

   By Guest Pippy, January 31, 2014
   • 2 replies
   • 1k views
   • 
   • ETA Consulting LLC
   • January 31, 2014

7. Stock attribution question after death

   By Lou S., January 30, 2014
   • 2 replies
   • 981 views
   • 
   • Lou S.
   • January 31, 2014

8. Top Heavy Minimums in Safe Harbor Match Plan with a DB

   By drakecohen, January 30, 2014   

   • defined
   • benefit
   • (and 5 more)

     Tagged with:

     • defined
     • benefit
     • top
     • heavy
     • safe
     • harbor
     • match
   • 2 replies
   • 2k views
   • 
   • K2retire
   • January 31, 2014

9. Fidelity Bond Coverage

   By KevinMc, January 30, 2014
   • 1 reply
   • 1.5k views
   • 
   • 401_noob
   • January 31, 2014

10. ADP, ACP refunds and Top Heavy

    By CLE401kGuy, January 30, 2014
    • 1 reply
    • 3.6k views
    • 
    • BG5150
    • January 30, 2014

11. Minimum deferral percent, plan year comp

    By Guest Achilles, January 30, 2014
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • January 30, 2014

12. Auto enroll opt out

    By pmacduff, January 24, 2014
    • 7 replies
    • 2.8k views
    • 
    • pmacduff
    • January 29, 2014

13. Forfeitures sitting around...

    By doombuggy, January 24, 2014
    • 14 replies
    • 1.8k views
    • 
    • doombuggy
    • January 29, 2014

14. Amending Safe Harbor Plans

    By MGOAdmin, January 28, 2014   

    • Amend
    • Safe Harbor
    • 5 replies
    • 1.9k views
    • 
    • Bird
    • January 29, 2014

15. RMD over MORE than the RMD?

    By austin3515, January 24, 2014
    • 21 replies
    • 4.5k views
    • 
    • Bird
    • January 29, 2014

16. Installment Payments

    By DTH, January 28, 2014
    • 0 replies
    • 1.6k views
    • 
    • DTH
    • January 28, 2014

17. Top Heavy & Safe Harbor

    By Dazednconfused, January 27, 2014
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • January 27, 2014

18. VCP Filing

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

19. Forfeiture Use

    By 12AX7, January 27, 2014
    • 2 replies
    • 1.6k views
    • 
    • 12AX7
    • January 27, 2014

20. Periodic Pension Benefit Statement Requirement

    By PainPA, January 23, 2014   

    • Sec 508 of the 2006 PPA
    • 10 replies
    • 4.3k views
    • 
    • Bird
    • January 25, 2014

21. In-Service Distribution: Unrelated Rollover

    By Guest 4Kicks, January 24, 2014   

    • Top Heavy Test
    • 1 reply
    • 1.9k views
    • 
    • Lou S.
    • January 24, 2014

22. Severance Pay

    By 30Rock, January 23, 2014
    • 14 replies
    • 18k views
    • 
    • 30Rock
    • January 24, 2014

23. Roth Deferral

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

24. deferrals and catch-up

    By Chippy, January 23, 2014
    • 4 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • January 23, 2014

25. Carve Out Method

    By CLE401kGuy, January 22, 2014
    • 4 replies
    • 4.6k views
    • 
    • Tom Poje
    • January 23, 2014

26. ADP Test with no compensation

    By Guest RCAB, January 22, 2014   

    • adp
    • compensation
    • 1 reply
    • 2.2k views
    • 
    • Bird
    • January 23, 2014

27. Which entry date do I use?

    By Guest RCAB, January 22, 2014   

    • hours
    • participation
    • (and 1 more)

      Tagged with:

      • hours
      • participation
      • eligibility
    • 2 replies
    • 1.6k views
    • 
    • ESOP Guy
    • January 23, 2014

28. ADP/ACP and Compensation Testing

    By bevfair, January 20, 2014
    • 1 reply
    • 2.4k views
    • 
    • ETA Consulting LLC
    • January 20, 2014

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

    By Susan S., January 16, 2014
    • 4 replies
    • 1.2k views
    • 
    • ESOP Guy
    • January 17, 2014

30. Vested ownership? What counts for HCE determ?

    By jmartin, January 17, 2014
    • 6 replies
    • 1.3k views
    • 
    • BG5150
    • January 17, 2014

31. 1099-R 59 1/2 Distribution Code

    By PainPA, January 17, 2014
    • 2 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • January 17, 2014

32. IRS notice re: Fidelity Bond

    By Earl, January 8, 2014
    • 3 replies
    • 3.1k views
    • 
    • masteff
    • January 17, 2014

33. IRS information request regarding unreasonable compensation

    By 7806akp, January 16, 2014
    • 7 replies
    • 1.4k views
    • 
    • austin3515
    • January 16, 2014

34. Exclusion OK?

    By austin3515, January 15, 2014
    • 8 replies
    • 1.7k views
    • 
    • GMK
    • January 16, 2014

35. 1983 Waiver of RMD

    By 52626, January 15, 2014
    • 4 replies
    • 2k views
    • 
    • masteff
    • January 15, 2014

36. In-plan Roth rollovers

    By K2retire, January 14, 2014
    • 3 replies
    • 1.1k views
    • 
    • masteff
    • January 14, 2014

37. 401(k) Contributions passed through a Cafeteria Plan?

    By 401king, January 14, 2014
    • 5 replies
    • 6.2k views
    • 
    • masteff
    • January 14, 2014

38. Is this a successor employer?

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

39. Plan Loan

    By Guest Hgreer, January 6, 2014
    • 18 replies
    • 2.5k views
    • 
    • Jim Chad
    • January 14, 2014

40. IRS Late notices

    By justanotheradmin, October 22, 2013   

    • 5500
    • 5558
    • (and 1 more)

      Tagged with:

      • 5500
      • 5558
      • 8955-ssa
    • 5 replies
    • 2k views
    • 
    • PainPA
    • January 13, 2014

41. excess deferrals rolled to IRA

    By 30Rock, January 11, 2014
    • 2 replies
    • 2.6k views
    • 
    • Appleby
    • January 13, 2014

42. Profit Sharing Versus Increased Match Formula

    By Guest ghenson08, January 10, 2014
    • 5 replies
    • 1.2k views
    • 
    • ESOP Guy
    • January 10, 2014

43. Domestic Relations Order Outsourcing?

    By Guest TanyaB, January 2, 2014   

    • DRO
    • QDRO
    • (and 2 more)

      Tagged with:

      • DRO
      • QDRO
      • corporate
      • outsource
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • January 10, 2014

44. K-1 Income Determined on Cash Basis

    By austin3515, January 9, 2014
    • 5 replies
    • 1.8k views
    • 
    • austin3515
    • January 10, 2014

45. Exclusion vs Waiver

    By Flyboyjohn, January 9, 2014
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • January 9, 2014

46. Question on W2 Box 13

    By khn, January 8, 2014
    • 6 replies
    • 4.2k views
    • 
    • Flyboyjohn
    • January 9, 2014

47. Multiple Employer Plan to avoid 100+ audit

    By Craig Schiller, January 3, 2014
    • 14 replies
    • 6.3k views
    • 
    • KJohnson
    • January 8, 2014

48. Timing of Deposits for Partners (Relius article)

    By austin3515, January 6, 2014
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • January 7, 2014

49. RMD - What comes first

    By PainPA, December 30, 2013   

    • RMD
    • 7 replies
    • 2.4k views
    • 
    • GMK
    • January 6, 2014

50. SH 401(k) / ESOP Permissive Aggregation

    By austin3515, January 3, 2014
    • 3 replies
    • 1.9k views
    • 
    • ESOP Guy
    • January 3, 2014