401(k) Plans

19,490 topics in this forum

1. Davis Bacon and general testing

   By gregburst, October 24, 2013
   • 1 reply
   • 2.4k views
   • 
   • Lou S.
   • October 24, 2013

2. 401k match 5 years late

   By Guest goblue, October 23, 2013   

   • 401k match
   • 9 replies
   • 2.4k views
   • 
   • Guest
   • October 24, 2013

3. 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
   • 2.4k views
   • 
   • BG5150
   • October 24, 2013

4. Multiple retirement plans

   By rfahey, October 23, 2013
   • 2 replies
   • 1.1k views
   • 
   • Lou S.
   • October 23, 2013

5. 2014 COLA Limits and Safe Harbor Notice

   By buckaroo, October 22, 2013
   • 4 replies
   • 2k views
   • 
   • Tom Poje
   • October 23, 2013

6. Safe Harbor Contribution

   By retbenser, October 21, 2013
   • 3 replies
   • 1.3k views
   • 
   • BG5150
   • October 22, 2013

7. Failed ADP Test/Miscalculated Earnings

   By nancy, October 21, 2013
   • 1 reply
   • 1.1k views
   • 
   • BG5150
   • October 22, 2013

8. how long can you be 'otherwise excludable'

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

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

   By buckaroo, October 9, 2013
   • 8 replies
   • 2.5k views
   • 
   • Guest
   • October 21, 2013

10. Documenting an acquisition....

    By Guest A_Dude, October 15, 2013
    • 19 replies
    • 2.7k views
    • 
    • Guest
    • October 21, 2013

11. Max individual 401(k) contribution for LLC taxed as S-corp?

    By UM1234, October 17, 2013
    • 6 replies
    • 15.3k views
    • 
    • Bird
    • October 21, 2013

12. Loans and a Safe Harbor plan

    By 52626, October 17, 2013
    • 8 replies
    • 5.6k views
    • 
    • Bird
    • October 21, 2013

13. 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
    • 1.7k views
    • 
    • buckaroo
    • October 18, 2013

14. lost earnings for an owner

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

15. Open and shut eligibility for nonelective contribution

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

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

    By Guest Michael Anderson, January 11, 2005
    • 11 replies
    • 6.6k views
    • 
    • Bill Presson
    • October 16, 2013

17. What makes a union plan cover only union employees?

    By jkharvey, October 14, 2013   

    • Adoption Agreement language
    • 5 replies
    • 1.5k views
    • 
    • buckaroo
    • October 16, 2013

18. QNEC and ADP Testing

    By Guest TMS, October 14, 2013   

    • QNEC
    • ADP
    • 7 replies
    • 4.2k views
    • 
    • buckaroo
    • October 16, 2013

19. ATRA Roth Transfer

    By Gruegen, October 15, 2013
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • October 16, 2013

20. Participant Loan status with Severance Pay and Partial Distributions

    By RPP2001, October 14, 2013
    • 3 replies
    • 3.6k views
    • 
    • QDROphile
    • October 16, 2013

21. FIRE System

    By Guest Sara H, October 15, 2013   

    • 8955-SSA
    • fire.irs.gov
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 15, 2013

22. Single Employers with Multiple Small Plans - Audit Required??

    By Guest CMDunn, October 13, 2013   

    • audit
    • multiple plans
    • 3 replies
    • 1.5k views
    • 
    • Peter Gulia
    • October 14, 2013

23. Coverage and Nondiscrimination Testing

    By ERISA25, October 9, 2013
    • 9 replies
    • 2.8k views
    • 
    • ETA Consulting LLC
    • October 12, 2013

24. Audit Requirements

    By 401king, October 11, 2013
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • October 11, 2013

25. 404c Protection

    By khn, October 10, 2013
    • 3 replies
    • 1.5k views
    • 
    • GMK
    • October 10, 2013

26. Controlled group testing - ADP

    By Guest Achilles, September 24, 2013
    • 5 replies
    • 6.1k views
    • 
    • 00hskrgrl
    • October 10, 2013

27. Over - matching HCE and NHCE in Safe Harbor Match Plan

    By KTB, October 10, 2013
    • 2 replies
    • 1.4k views
    • 
    • shERPA
    • October 10, 2013

28. How to Handle a Sale Mid-Year?

    By justatester, October 10, 2013
    • 0 replies
    • 1.1k views
    • 
    • justatester
    • October 10, 2013

29. Discontinue paying advisory fees for terminated participants

    By Anonymoose, October 8, 2013
    • 3 replies
    • 1.4k views
    • 
    • Lou S.
    • October 9, 2013

30. multiple employer plan and form 5558

    By cpc0506, October 8, 2013
    • 0 replies
    • 956 views
    • 
    • cpc0506
    • October 8, 2013

31. Auto-enrollment

    By Guest ppapdx, October 8, 2013
    • 1 reply
    • 1k views
    • 
    • BG5150
    • October 8, 2013

32. Comp Definition for Deferrals

    By MarZDoates, October 7, 2013
    • 4 replies
    • 1.2k views
    • 
    • MarZDoates
    • October 8, 2013

33. Unvested portion of balance erroneously Distributed - Former Participant will not return

    By JesseQG, October 7, 2013
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • October 7, 2013

34. US plan with one Puerto Rico resident

    By K2retire, November 12, 2012
    • 6 replies
    • 11.9k views
    • 
    • k man
    • October 7, 2013

35. Puerto Rican employees in US 401k

    By k man, October 7, 2013
    • 0 replies
    • 1.2k views
    • 
    • k man
    • October 7, 2013

36. 404(a)(5) Notices

    By 52626, October 3, 2013
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • October 7, 2013

37. Designated Roth Deferral - Separate Account

    By MarZDoates, October 3, 2013
    • 3 replies
    • 1.9k views
    • 
    • MarZDoates
    • October 4, 2013

38. Settlement Check

    By 52626, October 3, 2013
    • 3 replies
    • 2.6k views
    • 
    • Belgarath
    • October 3, 2013

39. Irrevocable Election Out of a Plan

    By austin3515, September 28, 2013
    • 15 replies
    • 6.7k views
    • 
    • austin3515
    • October 2, 2013

40. Simple Controlled Group Question

    By ac, October 1, 2013
    • 2 replies
    • 1k views
    • 
    • 12AX7
    • October 1, 2013

41. Solo 401(k) questions

    By UM1234, October 1, 2013
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • October 1, 2013

42. Controlled Group - 2 plans safe harbor/non safe harbor

    By WCC, September 30, 2013
    • 1 reply
    • 2.8k views
    • 
    • ETA Consulting LLC
    • September 30, 2013

43. Affiliated Service Group - Lawyers

    By MGOAdmin, September 25, 2013   

    • affiliated
    • 3 replies
    • 1.4k views
    • 
    • shERPA
    • September 30, 2013

44. Failed 401(k) Test and Rollover

    By 52626, September 30, 2013
    • 2 replies
    • 1.5k views
    • 
    • BG5150
    • September 30, 2013

45. Davis-Bacon 401(k) plan

    By Guest jreed@e-apc.com, September 26, 2013   

    • Prevailing Wage
    • 3 replies
    • 1.6k views
    • 
    • PensionPro
    • September 30, 2013

46. Allocating Foreitures

    By Guest A_Dude, September 27, 2013
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • September 28, 2013

47. Testing Reported on Form 5500

    By ERISA25, September 26, 2013
    • 3 replies
    • 1.6k views
    • 
    • chc93
    • September 28, 2013

48. Two Entities - same Key Employee for TH Test?

    By Guest YvetteW, September 26, 2013
    • 0 replies
    • 951 views
    • 
    • Guest
    • September 26, 2013

49. 401(k) Safe Harbor match to satisfy ADP only

    By Belgarath, September 26, 2013
    • 1 reply
    • 2.2k views
    • 
    • Tom Poje
    • September 26, 2013

50. Partial Plan Termination - OEX

    By sdix401k, September 26, 2013
    • 2 replies
    • 1.5k views
    • 
    • sdix401k
    • September 26, 2013