401(k) Plans

19,468 topics in this forum

1. Roth Deferral

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

2. deferrals and catch-up

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

3. Carve Out Method

   By CLE401kGuy, January 22, 2014
   • 4 replies
   • 4.4k views
   • 
   • Tom Poje
   • January 23, 2014

4. ADP Test with no compensation

   By Guest RCAB, January 22, 2014   

   • adp
   • compensation
   • 1 reply
   • 2.1k views
   • 
   • Bird
   • January 23, 2014

5. 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

6. ADP/ACP and Compensation Testing

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

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

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

8. Vested ownership? What counts for HCE determ?

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

9. 1099-R 59 1/2 Distribution Code

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

10. IRS notice re: Fidelity Bond

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

11. IRS information request regarding unreasonable compensation

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

12. Exclusion OK?

    By austin3515, January 15, 2014
    • 8 replies
    • 1.6k views
    • 
    • GMK
    • January 16, 2014

13. 1983 Waiver of RMD

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

14. In-plan Roth rollovers

    By K2retire, January 14, 2014
    • 3 replies
    • 1k views
    • 
    • masteff
    • January 14, 2014

15. 401(k) Contributions passed through a Cafeteria Plan?

    By 401king, January 14, 2014
    • 5 replies
    • 6k views
    • 
    • masteff
    • January 14, 2014

16. Is this a successor employer?

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

17. Plan Loan

    By Guest Hgreer, January 6, 2014
    • 18 replies
    • 2.4k views
    • 
    • Jim Chad
    • January 14, 2014

18. 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

19. excess deferrals rolled to IRA

    By 30Rock, January 11, 2014
    • 2 replies
    • 2.5k views
    • 
    • Appleby
    • January 13, 2014

20. Profit Sharing Versus Increased Match Formula

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

21. 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

22. K-1 Income Determined on Cash Basis

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

23. Exclusion vs Waiver

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

24. Question on W2 Box 13

    By khn, January 8, 2014
    • 6 replies
    • 4k views
    • 
    • Flyboyjohn
    • January 9, 2014

25. Multiple Employer Plan to avoid 100+ audit

    By Craig Schiller, January 3, 2014
    • 14 replies
    • 6.1k views
    • 
    • KJohnson
    • January 8, 2014

26. Timing of Deposits for Partners (Relius article)

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

27. RMD - What comes first

    By PainPA, December 30, 2013   

    • RMD
    • 7 replies
    • 2.3k views
    • 
    • GMK
    • January 6, 2014

28. SH 401(k) / ESOP Permissive Aggregation

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

29. 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

30. Participant Loans

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

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

    By pmacduff, December 27, 2013
    • 5 replies
    • 5.2k views
    • 
    • pmacduff
    • January 2, 2014

32. RMD

    By RLR, December 31, 2013
    • 4 replies
    • 1.4k views
    • 
    • RLR
    • January 2, 2014

33. Overpayment - 1099-R Question

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

34. 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

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

    By imchipbrown, December 24, 2013   

    • ADP Refund W-2
    • 5 replies
    • 1.8k views
    • 
    • imchipbrown
    • December 28, 2013

36. Participant requests 401k suspension - does not happen

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

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

    By Guest Cinadr, December 26, 2013
    • 7 replies
    • 6k views
    • 
    • PensionPro
    • December 27, 2013

38. In-Kind Xfers JUST for SDBA

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

39. Completing the Form 5330

    By Guest mrtnoc, October 9, 2013   

    • 5330
    • late deferrals
    • 2 replies
    • 5.3k views
    • 
    • 401QUE
    • December 26, 2013

40. Immediate Entry but no pay until 2014

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

41. Annual Qslob testing requirements

    By Floridaattorney, December 23, 2013
    • 0 replies
    • 2.3k views
    • 
    • Floridaattorney
    • December 23, 2013

42. Do former key employees receive TH minimum?

    By jkharvey, December 23, 2013
    • 1 reply
    • 1.3k views
    • 
    • PensionPro
    • December 23, 2013

43. 401k deferrals on comp discovered 2 years late for termed ee

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

44. Controlled Group Safe Harbor Plans with Different PLan Terms

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

45. Safe Harbor Match Formula

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

46. Missed 401k Correction

    By CLE401kGuy, December 18, 2013
    • 4 replies
    • 1.1k views
    • 
    • GMK
    • December 19, 2013

47. Death Verification

    By Guest llwallace, December 18, 2013
    • 4 replies
    • 1.5k views
    • 
    • ESOP Guy
    • December 19, 2013

48. Short Plan Year - Minimum months required?

    By KTB, December 18, 2013
    • 3 replies
    • 1.6k views
    • 
    • KTB
    • December 19, 2013

49. Imputed disparity with a SHMAC?

    By Jim Chad, December 12, 2013
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 19, 2013

50. failure to make safe harbor 401k contribution

    By goldtpa, December 17, 2013
    • 2 replies
    • 1.8k views
    • 
    • goldtpa
    • December 19, 2013