401(k) Plans

19,333 topics in this forum

1. 401(k) Nondiscrimination Testing ADP Failure

   By 401(k)Ben, March 15, 2019
   • 8 replies
   • 2.6k views
   • 
   • Kevin C
   • March 18, 2019

2. Congratulations

   By legort69, March 16, 2019
   • 0 replies
   • 322 views
   • 
   • legort69
   • March 16, 2019

3. Participant deferred from severance--what kind of refund

   By BG5150, March 14, 2019
   • 9 replies
   • 1.2k views
   • 
   • JamesK
   • March 15, 2019

4. Two 1099Rs for excess contribution

   By thepensionmaven, March 15, 2019
   • 1 reply
   • 378 views
   • 
   • 401king
   • March 15, 2019

5. Excluded Class

   By Melissa, March 14, 2019
   • 5 replies
   • 1.5k views
   • 
   • Melissa
   • March 15, 2019

6. overshot deferral

   By thepensionmaven, March 15, 2019
   • 2 replies
   • 516 views
   • 
   • duckthing
   • March 15, 2019

7. Nonqualified Plan Distribution and Eligible 401(k) Compensation

   By PensionPro, March 12, 2019
   • 4 replies
   • 611 views
   • 
   • CuseFan
   • March 14, 2019

8. Fringe Benefit? Meals and Lodging?

   By justanotheradmin, March 11, 2019
   • 6 replies
   • 3.2k views
   • 
   • justanotheradmin
   • March 13, 2019

9. Tip Income

   By AATPA, October 12, 2018
   • 1 reply
   • 980 views
   • 
   • dan654083
   • March 13, 2019

10. Exclude HCEs from match

    By Scott50, March 11, 2019
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • March 12, 2019

11. 2018 First Plan Year - Is Top Heavy

    By MarZDoates, March 11, 2019
    • 4 replies
    • 1.5k views
    • 
    • Lou S.
    • March 12, 2019

12. 30 Day Notice Fee Disclosure

    By khn, March 12, 2019
    • 0 replies
    • 469 views
    • 
    • khn
    • March 12, 2019

13. Delayed deposit of employee deferral

    By rblum50, March 8, 2019
    • 2 replies
    • 727 views
    • 
    • justanotheradmin
    • March 11, 2019

14. ACP test

    By cdavis25, March 11, 2019
    • 1 reply
    • 451 views
    • 
    • BG5150
    • March 11, 2019

15. 6/30 FISCAL YR, HAD SIMPLE WANTS SH401K

    By cheersmate, March 10, 2019   

    • simple plan
    • 401k plan
    • (and 1 more)

      Tagged with:

      • simple plan
      • 401k plan
      • overlapping plans deduction considerations
    • 0 replies
    • 368 views
    • 
    • cheersmate
    • March 10, 2019

16. Mom Answers Phones for 10 hours

    By austin3515, March 7, 2019
    • 9 replies
    • 1.3k views
    • 
    • BG5150
    • March 8, 2019

17. SH Plan Eligibility- Excluding EEs in Controlled Group

    By kshawbenefits, March 7, 2019
    • 9 replies
    • 1.7k views
    • 
    • Kevin C
    • March 8, 2019

18. Affiliated Service Groups

    By ERISA-Bubs, March 7, 2019
    • 3 replies
    • 891 views
    • 
    • PensionPro
    • March 8, 2019

19. 401K Loans in two different plans for the same employer

    By sfabello, March 7, 2019
    • 4 replies
    • 1.9k views
    • 
    • CuseFan
    • March 8, 2019

20. Prior Year Testing if Amendments Made

    By austin3515, March 8, 2019
    • 2 replies
    • 425 views
    • 
    • austin3515
    • March 8, 2019

21. Delayed deposit of employee deferral

    By rblum50, March 8, 2019
    • 1 reply
    • 492 views
    • 
    • C. B. Zeller
    • March 8, 2019

22. Top Heavy and Safe Harbor allocation

    By perplexedbypensions, February 28, 2019
    • 22 replies
    • 6.2k views
    • 
    • Tom Poje
    • March 8, 2019

23. Individually Designed Document Question

    By khn, March 6, 2019
    • 21 replies
    • 1.8k views
    • 
    • jpod
    • March 7, 2019

24. 401k Hardship withdrawl for purchase of primary residence

    By Watson, March 7, 2019
    • 4 replies
    • 5.7k views
    • 
    • Doc Ument
    • March 7, 2019

25. Multiple Business Owner Plan Participation

    By coleboy, March 7, 2019
    • 3 replies
    • 673 views
    • 
    • Luke Bailey
    • March 7, 2019

26. Safe Harbor Match Question

    By Pammie57, March 6, 2019
    • 4 replies
    • 659 views
    • 
    • Kevin C
    • March 6, 2019

27. working less than 500 hours and benefiting under SHNEC

    By AJC, March 5, 2019
    • 4 replies
    • 644 views
    • 
    • AJC
    • March 5, 2019

28. Entry date calculation

    By AKconsult, March 5, 2019
    • 1 reply
    • 882 views
    • 
    • Tom Poje
    • March 5, 2019

29. Client Leaving PEO 401k Plan

    By coleboy, March 4, 2019
    • 1 reply
    • 705 views
    • 
    • Kevin C
    • March 5, 2019

30. Including Nanny on Payroll of S Corp, Exclude from 401(k)?

    By matthny, February 28, 2019
    • 5 replies
    • 2.6k views
    • 
    • Bill Presson
    • March 5, 2019

31. Allocating Gains Loss on Pooled Accounts

    By Karoline Curran, March 1, 2019
    • 12 replies
    • 3k views
    • 
    • justanotheradmin
    • March 5, 2019

32. How to protect your 401k from a looming recession?

    By Stella, March 1, 2019   

    • recession
    • bonds
    • 9 replies
    • 1.2k views
    • 
    • david rigby
    • March 4, 2019

33. blackout period w/out moving recordkeepers?

    By TPApril, March 1, 2019
    • 4 replies
    • 890 views
    • 
    • BG5150
    • March 4, 2019

34. Safe Harbor Match and Top Heavy Rules

    By ldr, February 28, 2019   

    • safe harbor match
    • top heavy
    • 6 replies
    • 2.2k views
    • 
    • BG5150
    • March 4, 2019

35. ERISA Pre-emption where participant murders spouse

    By TamB, March 21, 2017   

    • erisa
    • murder
    • (and 1 more)

      Tagged with:

      • erisa
      • murder
      • non-participant
    • 11 replies
    • 2.9k views
    • 
    • david rigby
    • March 1, 2019

36. W-2 error

    By R. Butler, February 27, 2019
    • 3 replies
    • 628 views
    • 
    • Kevin C
    • March 1, 2019

37. plan document missing-VCP issue

    By cpc0506, February 26, 2019
    • 10 replies
    • 2.5k views
    • 
    • Luke Bailey
    • February 27, 2019

38. Can Plan Sponsor make a loan to a plan?

    By TPApril, February 26, 2019
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 26, 2019

39. Is IRS being Stupid? Form 945 Issue

    By justanotheradmin, January 25, 2016   

    • Form 945
    • IRS
    • 21 replies
    • 5.9k views
    • 
    • DPL
    • February 26, 2019

40. 401k Loan Amount - What is the max for me?

    By sarathesmith2, February 24, 2019
    • 6 replies
    • 3.7k views
    • 
    • card
    • February 26, 2019

41. HCE's

    By coleboy, February 25, 2019
    • 5 replies
    • 704 views
    • 
    • coleboy
    • February 26, 2019

42. Self-Employed and true-ups

    By JustnERPA, February 15, 2019
    • 4 replies
    • 813 views
    • 
    • Luke Bailey
    • February 25, 2019

43. Medical Hardship

    By Ray H, February 24, 2019
    • 1 reply
    • 488 views
    • 
    • CuseFan
    • February 25, 2019

44. Hardship Withdrawals

    By Cynchbeast, February 8, 2019
    • 4 replies
    • 1.1k views
    • 
    • rr_sphr
    • February 25, 2019

45. Otherwise Excludable EE and maximum waiting period

    By NW529, February 24, 2019   

    • otherwise excludable
    • entry date
    • (and 2 more)

      Tagged with:

      • otherwise excludable
      • entry date
      • eligibility
      • nondiscrimination testing
    • 7 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 25, 2019

46. Share Holder Insurance Premiums

    By coleboy, February 22, 2019
    • 3 replies
    • 709 views
    • 
    • coleboy
    • February 25, 2019

47. 401k spin-off

    By B21, February 19, 2019
    • 6 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 22, 2019

48. Is rollover money exempt from the 10% penalty?

    By ldr, February 20, 2019   

    • rollover
    • withdrawal
    • (and 1 more)

      Tagged with:

      • rollover
      • withdrawal
      • penalty
    • 17 replies
    • 2.4k views
    • 
    • ldr
    • February 22, 2019

49. Coverage for 401(k)--controlled group

    By BG5150, February 21, 2019
    • 9 replies
    • 1.4k views
    • 
    • Roycal
    • February 22, 2019

50. Plan Termination and Employer Contributions

    By Chippy, February 21, 2019
    • 2 replies
    • 817 views
    • 
    • Tom Poje
    • February 22, 2019