401(k) Plans

19,423 topics in this forum

1. ADP test failure after 3/15/13 deadline

   By doombuggy, March 28, 2013
   • 2 replies
   • 1.7k views
   • 
   • 12AX7
   • March 28, 2013

2. correcting erroneous deposits

   By EBDI, March 27, 2013
   • 1 reply
   • 1.6k views
   • 
   • Jim Chad
   • March 28, 2013

3. Discretionary Match missed

   By imchipbrown, March 27, 2013
   • 1 reply
   • 1.1k views
   • 
   • ESOP Guy
   • March 28, 2013

4. Max Loan Amount

   By goldtpa, March 27, 2013
   • 2 replies
   • 1.3k views
   • 
   • 12AX7
   • March 28, 2013

5. Over 65 but still employed...how to withdrawal funds?

   By Guest tryathlons, March 27, 2013
   • 3 replies
   • 3.5k views
   • 
   • david rigby
   • March 27, 2013

6. An after-tax 401(k) account.

   By joel, March 26, 2013
   • 2 replies
   • 1.1k views
   • 
   • joel
   • March 27, 2013

7. When does eligible compensation start?

   By AlbanyConsultant, March 27, 2013
   • 1 reply
   • 1.3k views
   • 
   • Bill Presson
   • March 27, 2013

8. Discriminatory Matching Formula?

   By WesleyT, March 26, 2013
   • 3 replies
   • 2.2k views
   • 
   • MWeddell
   • March 26, 2013

9. top heavy and former key employee

   By chc93, March 26, 2013
   • 2 replies
   • 2.8k views
   • 
   • chc93
   • March 26, 2013

10. What year is it taxable?

    By Guest A_Dude, March 25, 2013   

    • 401(k) refund after rollover
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • March 26, 2013

11. Excluding employees from eligibilty in plan provisions for small PSP

    By Lori H, March 26, 2013
    • 1 reply
    • 1k views
    • 
    • QDROphile
    • March 26, 2013

12. Minimum funding requirement applicable to sole-participant plan?

    By Guest 401(k) newbie, March 25, 2013
    • 1 reply
    • 996 views
    • 
    • Lou S.
    • March 25, 2013

13. 415(c) excess refund prior to April 15 - what year taxed?

    By Pixie, March 22, 2013   

    • 415(c)
    • 5 replies
    • 4.4k views
    • 
    • Doghouse
    • March 25, 2013

14. Forfeitures for Plan Expenses

    By austin3515, March 23, 2013
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • March 25, 2013

15. Roth

    By goldtpa, February 15, 2013
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • March 22, 2013

16. Multiple Employer spin-off - Safe Harbor

    By PMC, February 1, 2011
    • 2 replies
    • 3.1k views
    • 
    • Benefits to all
    • March 22, 2013

17. Multiple Employer to Single Employer SH

    By Benefits to all, March 22, 2013
    • 0 replies
    • 962 views
    • 
    • Benefits to all
    • March 22, 2013

18. Nonelective Safe Harbor and Integration

    By Dougsbpc, March 21, 2013
    • 3 replies
    • 1.2k views
    • 
    • 12AX7
    • March 22, 2013

19. Retitling deceased ppt's acct in name of spouse as beneficiary

    By Guest Amy Marie, March 20, 2013
    • 3 replies
    • 2.1k views
    • 
    • masteff
    • March 21, 2013

20. ADP/ACP refund check was lost

    By Guest ppapdx, March 20, 2013
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • March 21, 2013

21. Amending Standardized Plan

    By austin3515, March 21, 2013
    • 8 replies
    • 1.2k views
    • 
    • austin3515
    • March 21, 2013

22. ADP corrective distributions for wrong amount

    By DMcGovern, March 20, 2013
    • 0 replies
    • 967 views
    • 
    • DMcGovern
    • March 20, 2013

23. Blowing up a SIMPLE 401(k)

    By Flyboyjohn, March 20, 2013
    • 0 replies
    • 914 views
    • 
    • Flyboyjohn
    • March 20, 2013

24. Amend SH 401(k) Plan During Year

    By JRN, October 2, 2012
    • 13 replies
    • 7.9k views
    • 
    • James B
    • March 20, 2013

25. 401(k) custodian cut off new participants from participation

    By GrammieMame, March 18, 2013
    • 7 replies
    • 1.4k views
    • 
    • Bird
    • March 20, 2013

26. Top Heavy Minimum for Terminating Plan

    By Guest RayLovesTrini*, March 19, 2013
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • March 19, 2013

27. Profit Sharing Contribution - Operational Failure (suggestions for correcting?)

    By BeanCounterBlues, March 18, 2013
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • March 19, 2013

28. Participant Security

    By austin3515, March 18, 2013
    • 15 replies
    • 1.4k views
    • 
    • austin3515
    • March 18, 2013

29. maximum interest rate on participant loan

    By Earl, March 16, 2013
    • 7 replies
    • 1.6k views
    • 
    • masteff
    • March 18, 2013

30. Refund of Prior Year 401K Deferral

    By Guest Amana, March 14, 2013
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • March 16, 2013

31. Short initial year limitations

    By Flyboyjohn, March 14, 2013
    • 5 replies
    • 5.5k views
    • 
    • Flyboyjohn
    • March 15, 2013

32. Deduction Limit in Multiple Employer Plan with new Adopter

    By RPP2001, March 13, 2013
    • 3 replies
    • 1.4k views
    • 
    • Flyboyjohn
    • March 14, 2013

33. Loan Refi's if Loan Program discontinued

    By austin3515, March 14, 2013
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • March 14, 2013

34. Compensation & withholding

    By R. Butler, March 13, 2013
    • 3 replies
    • 1.1k views
    • 
    • QDROphile
    • March 13, 2013

35. controlled group determination

    By Chippy, March 8, 2013
    • 3 replies
    • 1.2k views
    • 
    • Chippy
    • March 13, 2013

36. Savers Credit

    By austin3515, March 12, 2013
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • March 13, 2013

37. Age Weighted Match?

    By KateSmithPA, December 5, 2012
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 12, 2013

38. Transfers from 401(k) to HSA?

    By Jim Chad, March 11, 2013
    • 4 replies
    • 5.6k views
    • 
    • Jim Chad
    • March 11, 2013

39. Failed ACP refund - forfeiture or refund?

    By Santo Gold, October 2, 2012
    • 16 replies
    • 13.4k views
    • 
    • imchipbrown
    • March 11, 2013

40. Top 20% Calculation

    By justatester, March 8, 2013   

    • Impact with an asset sale
    • 1 reply
    • 1.9k views
    • 
    • 12AX7
    • March 9, 2013

41. Definition of Compensation to be used include or exclude disability payments?

    By Bruddah Kimo, March 8, 2013
    • 2 replies
    • 2.5k views
    • 
    • PensionPro
    • March 8, 2013

42. Enhanced SH match of 125 % on 6%

    By Jim Chad, March 8, 2013
    • 7 replies
    • 3.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 8, 2013

43. short plan year for safe harbor plan or retroactive effective date?

    By AKconsult, March 8, 2013
    • 1 reply
    • 1.8k views
    • 
    • K2
    • March 8, 2013

44. Comp ratio test-HCE Top 20% limit

    By Guest JackR, February 18, 2013
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • March 8, 2013

45. Safe Harbor and Non Safe Harbor Plan

    By Dougsbpc, March 8, 2013
    • 1 reply
    • 2.8k views
    • 
    • Tom Poje
    • March 8, 2013

46. Operational Failure (In-Service Distributions) - Best Way to Fix/

    By Guest lizannc, March 7, 2013   

    • Operational Failure
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • March 7, 2013

47. Failed ADP Partner deferral not deposited yet

    By SheilaD, March 7, 2013
    • 0 replies
    • 1k views
    • 
    • SheilaD
    • March 7, 2013

48. Benefits, Rights, and Features

    By Guest ghenson08, December 11, 2012
    • 19 replies
    • 4.9k views
    • 
    • Guest
    • March 7, 2013

49. Top Paid Election and ADP Test

    By cpc0506, March 5, 2013
    • 12 replies
    • 4.7k views
    • 
    • BG5150
    • March 7, 2013

50. Controlled Group - Participant balance transfer

    By sla, March 1, 2013
    • 1 reply
    • 1.8k views
    • 
    • MWeddell
    • March 7, 2013