401(k) Plans

19,362 topics in this forum

1. Student Loan 401(k) program

   By bmore1147, April 22, 2019
   • 9 replies
   • 1.1k views
   • 
   • shERPA
   • April 23, 2019

2. Employer has been notified of "invalid" SSNs

   By cheersmate, April 17, 2019   

   • illegal aliens
   • invalid ssn
   • 7 replies
   • 3.6k views
   • 
   • cheersmate
   • April 23, 2019

3. determining what are salary deferrals

   By AJC, April 19, 2019
   • 6 replies
   • 1.4k views
   • 
   • AJC
   • April 23, 2019

4. after-tax employee contributions

   By Santo Gold, April 11, 2019
   • 7 replies
   • 1.8k views
   • 
   • stxman
   • April 23, 2019

5. EACA with Automatic Escalator

   By ErisaGooroo, July 5, 2018   

   • covered employee
   • eaca
   • (and 1 more)

     Tagged with:

     • covered employee
     • eaca
     • uniformity
   • 7 replies
   • 2.6k views
   • 
   • pmacduff
   • April 23, 2019

6. ACP test required?

   By Purplemandinga, April 23, 2019
   • 1 reply
   • 452 views
   • 
   • Purplemandinga
   • April 23, 2019

7. Profit sharing plan vesting for departed employee?

   By Marsh, April 18, 2019
   • 8 replies
   • 1.6k views
   • 
   • Luke Bailey
   • April 22, 2019

8. Changing from eligible to excluded class

   By Debbie A., April 19, 2019
   • 6 replies
   • 6.9k views
   • 
   • Luke Bailey
   • April 22, 2019

9. Solo 401k Contributions Timing and W-2 Details

   By Francis, April 22, 2019
   • 1 reply
   • 549 views
   • 
   • Lou S.
   • April 22, 2019

10. 402(g) Refund not processed by employer

    By LauraT, April 22, 2019
    • 0 replies
    • 570 views
    • 
    • LauraT
    • April 22, 2019

11. Deferral Eligibility Amendment Safe Harbor Plan

    By ATM, April 22, 2019
    • 1 reply
    • 532 views
    • 
    • 401king
    • April 22, 2019

12. Partners in 401(k) Plan and Maximum Contribution allowed

    By Alex Daisy, April 8, 2019
    • 32 replies
    • 23k views
    • 
    • Luke Bailey
    • April 18, 2019

13. Late 402g refund

    By Karoline Curran, October 5, 2018
    • 6 replies
    • 2.4k views
    • 
    • DMcGovern
    • April 18, 2019

14. 401(k) deferral understated

    By poisnivey, April 18, 2019   

    • 401k
    • deferrals
    • (and 3 more)

      Tagged with:

      • 401k
      • deferrals
      • correction method
      • correction
      • contribution
    • 1 reply
    • 729 views
    • 
    • justanotheradmin
    • April 18, 2019

15. Existing 401(k) Plan and adding SHNEC

    By Theresa, April 16, 2019
    • 5 replies
    • 1.7k views
    • 
    • Jim Chad
    • April 16, 2019

16. Fund Change Notice Requirement

    By khn, April 16, 2019
    • 2 replies
    • 11.4k views
    • 
    • Peter Gulia
    • April 16, 2019

17. Participant has W2 + 1099 income; he also 'deferred' from both!

    By BG5150, April 12, 2019
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • April 15, 2019

18. Limits in Plan Termination

    By Gilmore, April 11, 2019
    • 3 replies
    • 639 views
    • 
    • Gilmore
    • April 12, 2019

19. ADP Test in Error

    By ConnieStorer, April 12, 2019
    • 2 replies
    • 695 views
    • 
    • ConnieStorer
    • April 12, 2019

20. Partnership 401(k)

    By bzorc, April 11, 2019
    • 5 replies
    • 1k views
    • 
    • Luke Bailey
    • April 11, 2019

21. Plan forfeiture allocated to participants as fee credit

    By legort69, April 10, 2019
    • 9 replies
    • 1.3k views
    • 
    • Luke Bailey
    • April 11, 2019

22. Amend a Final 5500-EZ?

    By cowdogman, April 9, 2019
    • 2 replies
    • 875 views
    • 
    • cowdogman
    • April 11, 2019

23. Controlled group. Husband/wife/2 children

    By thepensionmaven, April 9, 2019
    • 4 replies
    • 732 views
    • 
    • thepensionmaven
    • April 11, 2019

24. Impermissible Qualified Charitable Distribution from 401(k) Plan as RMD

    By PensionPro, April 9, 2019
    • 7 replies
    • 975 views
    • 
    • Peter Gulia
    • April 11, 2019

25. Loan payments - stopping payroll deduction

    By Guest MaryMac, August 6, 2002
    • 19 replies
    • 10.4k views
    • 
    • RatherBeGolfing
    • April 11, 2019

26. Safe Harbor Plan with Relaxed Entry for 401k

    By CLE401kGuy, April 10, 2019
    • 4 replies
    • 629 views
    • 
    • justanotheradmin
    • April 10, 2019

27. Missed contribution by employer

    By Dhaval Mehta, April 9, 2019
    • 6 replies
    • 2.7k views
    • 
    • justanotheradmin
    • April 10, 2019

28. ADP Refunds for Partners

    By bzorc, April 9, 2019
    • 3 replies
    • 916 views
    • 
    • Luke Bailey
    • April 10, 2019

29. HCE Determination for Church Sponsored 401(k) Plan

    By AJC, April 9, 2019
    • 2 replies
    • 662 views
    • 
    • AJC
    • April 9, 2019

30. Otherwise Excludable EEs question

    By pholosofizer, April 8, 2019
    • 3 replies
    • 1k views
    • 
    • Tom Poje
    • April 9, 2019

31. Severance from employment in multiple employer plan

    By Guest hb95, October 22, 2013
    • 7 replies
    • 4.4k views
    • 
    • PensionPro
    • April 8, 2019

32. Deferral / Safe Harbor Match on Bonuses

    By hch4cpa, April 3, 2019
    • 10 replies
    • 1.3k views
    • 
    • ratherbereading
    • April 8, 2019

33. Leaving A Controlled Group

    By MTWeeks, April 4, 2019   

    • controlled group
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • April 6, 2019

34. Employer Stock and 401(k) Plan

    By DABU, March 30, 2019
    • 6 replies
    • 1.5k views
    • 
    • DABU
    • April 6, 2019

35. Roth IRA Rollover

    By CBenefits, April 5, 2019
    • 3 replies
    • 754 views
    • 
    • Luke Bailey
    • April 5, 2019

36. ND testing - Catch up contributions

    By Tracy, April 4, 2019
    • 3 replies
    • 692 views
    • 
    • imchipbrown
    • April 5, 2019

37. less than 1000 hour employee

    By mjf06241972, April 5, 2019
    • 6 replies
    • 1.1k views
    • 
    • Lou S.
    • April 5, 2019

38. Merged MP to PS and In-service withdrawals

    By Cobras59, April 5, 2019
    • 3 replies
    • 599 views
    • 
    • Bri
    • April 5, 2019

39. Revenue Sharing Payments

    By HarleyBabe, April 4, 2019
    • 6 replies
    • 2.7k views
    • 
    • FPGuy
    • April 5, 2019

40. Ineligible participant deferring before entry date

    By ajustice, April 4, 2019
    • 3 replies
    • 1.3k views
    • 
    • justanotheradmin
    • April 4, 2019

41. K-1 with no earnings from SE but includes W2 compensation

    By AS TPA, April 4, 2019
    • 4 replies
    • 1.6k views
    • 
    • AS TPA
    • April 4, 2019

42. Top Heavy plan with Safe Harbor Match and New Comparability Profit Sharing

    By AS TPA, April 3, 2019
    • 9 replies
    • 1.7k views
    • 
    • Tom Poje
    • April 4, 2019

43. Testing requirements for a controlled group with separate plans

    By Rai401k, April 2, 2019
    • 1 reply
    • 604 views
    • 
    • justanotheradmin
    • April 3, 2019

44. Controlled Group with varying Matches

    By Patricia Neal Jensen, April 2, 2019   

    • testing match
    • 2 replies
    • 551 views
    • 
    • Patricia Neal Jensen
    • April 3, 2019

45. Mid Year Owner exclusion from Safe Harbor Match

    By Gilmore, March 28, 2019
    • 4 replies
    • 1.6k views
    • 
    • Lou S.
    • April 3, 2019

46. SEP IRA, Simple IRA, and a potential 401(k) plan…?

    By Puffinator, April 1, 2019   

    • sep ira simple ira potential 401(k) plan
    • planning pitfalls
    • 4 replies
    • 604 views
    • 
    • Kevin C
    • April 3, 2019

47. EACA Mid-year Amendment

    By dmwe, April 3, 2019
    • 0 replies
    • 807 views
    • 
    • dmwe
    • April 3, 2019

48. Owner termination to obtain distribution

    By Purplemandinga, April 2, 2019
    • 12 replies
    • 1.3k views
    • 
    • jsample
    • April 2, 2019

49. Compensation and Safe Harbor Plan

    By mjf06241972, April 1, 2019
    • 2 replies
    • 683 views
    • 
    • Tom Poje
    • April 1, 2019

50. EPCRS Interpretation

    By Mr Bagwell, March 28, 2019
    • 2 replies
    • 722 views
    • 
    • Mr Bagwell
    • March 29, 2019