401(k) Plans

19,275 topics in this forum

1. ACP Test w. 401k and 403b

   By austin3515, February 15, 2019
   • 12 replies
   • 1.8k views
   • 
   • austin3515
   • February 19, 2019

2. Safe Harbor Match not Deposited for Calendar Year 2017

   By msmith, February 18, 2019
   • 2 replies
   • 462 views
   • 
   • msmith
   • February 18, 2019

3. Amending match contribution to add last day/hours requirement

   By R. Butler, February 12, 2019
   • 6 replies
   • 2.4k views
   • 
   • dmwe
   • February 15, 2019

4. Suspending nonelective Safe Harbor mid-year

   By perplexedbypensions, February 13, 2019
   • 7 replies
   • 2.9k views
   • 
   • RatherBeGolfing
   • February 14, 2019

5. allocating deferrals to catch-up to make room for PS

   By M Norton, February 13, 2019   

   • catch-up deferrals
   • 2 replies
   • 806 views
   • 
   • M Norton
   • February 13, 2019

6. Roth vs. Pre-Tax Snafu

   By austin3515, February 11, 2019
   • 10 replies
   • 1.9k views
   • 
   • jpod
   • February 13, 2019

7. Compensation as a Participant

   By Pension45, February 8, 2019
   • 9 replies
   • 783 views
   • 
   • Bird
   • February 12, 2019

8. ADP Test and Comp Limit

   By Dougsbpc, February 8, 2019
   • 3 replies
   • 954 views
   • 
   • Luke Bailey
   • February 11, 2019

9. Traditional safe harbor 401k restating to QACA

   By 30Rock, February 9, 2019
   • 5 replies
   • 1.4k views
   • 
   • Luke Bailey
   • February 11, 2019

10. 3% Safe Harbor and 401k

    By mjf06241972, January 31, 2019
    • 6 replies
    • 1.3k views
    • 
    • Belgarath
    • February 11, 2019

11. Excess Annual Addition

    By bzorc, February 6, 2019
    • 12 replies
    • 1.6k views
    • 
    • bzorc
    • February 11, 2019

12. Elective deferral limit conditioned on top heavy status

    By C. B. Zeller, February 7, 2019
    • 2 replies
    • 714 views
    • 
    • C. B. Zeller
    • February 9, 2019

13. Retroactive amendment to lower NRA

    By cpc0506, February 6, 2019
    • 11 replies
    • 2k views
    • 
    • Peter Gulia
    • February 8, 2019

14. Employee Salary Deferral Contribution Deadline for Solo 401(k)

    By Guest marco100, December 21, 2012
    • 8 replies
    • 13.5k views
    • 
    • Bird
    • February 8, 2019

15. Exclusion part time

    By Sixers, February 7, 2019
    • 5 replies
    • 899 views
    • 
    • Tom Poje
    • February 8, 2019

16. SHNEC, Top Heavy and Otherwise Excludable EE's

    By LMD1, February 2, 2019
    • 6 replies
    • 1.8k views
    • 
    • QP_Guy
    • February 6, 2019

17. Compensation for ADP Testing

    By msmith, February 5, 2019
    • 6 replies
    • 2.1k views
    • 
    • BG5150
    • February 6, 2019

18. testing each xt deposit... including receivable?

    By AlbanyConsultant, January 31, 2019
    • 7 replies
    • 493 views
    • 
    • Belgarath
    • February 6, 2019

19. 1Part. 401k employee after-tax contribution source and timing

    By spiritrider, February 3, 2019
    • 1 reply
    • 758 views
    • 
    • PensionPro
    • February 6, 2019

20. Beneficial Interest / Controlled Groups

    By austin3515, February 5, 2019
    • 9 replies
    • 2.7k views
    • 
    • PensionPro
    • February 5, 2019

21. additonal income for S corp owner

    By s2mone, February 1, 2019   

    • compenstion
    • s corp
    • (and 1 more)

      Tagged with:

      • compenstion
      • s corp
      • adp
    • 8 replies
    • 1.3k views
    • 
    • jpod
    • February 5, 2019

22. Web Based Training / Tutorials / ASG Rules

    By austin3515, February 1, 2019
    • 6 replies
    • 610 views
    • 
    • austin3515
    • February 5, 2019

23. Family and ownership attribution

    By Pammie57, January 31, 2019
    • 3 replies
    • 2.8k views
    • 
    • Larry Starr
    • February 5, 2019

24. Excess match due to failed ADP Test

    By cpc0506, February 4, 2019
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • February 5, 2019

25. 402(g) excess - two jobs

    By pmacduff, February 1, 2019
    • 10 replies
    • 3.8k views
    • 
    • Mike Preston
    • February 4, 2019

26. miniscule error causes top heavy problem

    By M Norton, January 31, 2019   

    • sh match error
    • top heavy issue
    • 8 replies
    • 1.3k views
    • 
    • M Norton
    • February 4, 2019

27. Add Voluntary After tax to SH Plan--does it mess with TH?

    By BG5150, January 25, 2019
    • 7 replies
    • 898 views
    • 
    • Kevin C
    • February 4, 2019

28. Discretionary Match After Plan Year End

    By Gilmore, January 26, 2019
    • 14 replies
    • 3.9k views
    • 
    • Tom Poje
    • February 4, 2019

29. 401k merged into ADP MEP, back to 401k

    By Sixers, January 31, 2019   

    • mep
    • spinoff
    • 4 replies
    • 1.1k views
    • 
    • hr for me
    • February 3, 2019

30. Plan Amendment to allow early entry for one individual

    By MarZDoates, February 1, 2019
    • 2 replies
    • 601 views
    • 
    • MarZDoates
    • February 1, 2019

31. Compensation after termination

    By Vlad401k, January 29, 2018
    • 17 replies
    • 8.8k views
    • 
    • ldr
    • February 1, 2019

32. 402(g) excess included in 415?

    By BG5150, January 29, 2019
    • 4 replies
    • 1.9k views
    • 
    • duckthing
    • February 1, 2019

33. excluding "on-call" pay and hours

    By M Norton, January 21, 2019   

    • exclusions
    • on-call pay
    • 6 replies
    • 2.8k views
    • 
    • M Norton
    • January 31, 2019

34. Missed Deferral - Catch Up Contribution

    By 52626, January 27, 2019
    • 10 replies
    • 3.3k views
    • 
    • cheersmate
    • January 31, 2019

35. Percentage of plans with 3(38) vs 3(21)?

    By Getholmes, January 30, 2019
    • 2 replies
    • 325 views
    • 
    • imchipbrown
    • January 31, 2019

36. Scam "DOL" call regarding 408(b)(2) compliance?

    By AndrewZ, January 30, 2019
    • 2 replies
    • 754 views
    • 
    • Peter Gulia
    • January 30, 2019

37. excess 415 for terminated employee

    By Nancy D, January 29, 2019   

    • 415 excess
    • 5 replies
    • 1.1k views
    • 
    • Nancy D
    • January 30, 2019

38. 401k excess matching of $18

    By Liam, January 23, 2019
    • 11 replies
    • 2.4k views
    • 
    • Below Ground
    • January 29, 2019

39. discretionary non-elective to cure top heavy

    By Jim Chad, January 29, 2019
    • 1 reply
    • 405 views
    • 
    • Belgarath
    • January 29, 2019

40. Excess Deferral and 415 Limit

    By Vlad401k, March 5, 2018
    • 3 replies
    • 1.7k views
    • 
    • BG5150
    • January 29, 2019

41. Matching Contribution True Up By Mistake

    By TPA Bob, January 26, 2019   

    • safe harbor match
    • true up
    • 1 reply
    • 656 views
    • 
    • Luke Bailey
    • January 28, 2019

42. recognizing past service / 401k testing

    By CLE401kGuy, January 25, 2019
    • 3 replies
    • 726 views
    • 
    • Bri
    • January 28, 2019

43. Safe harbor Change

    By coleboy, January 28, 2019
    • 1 reply
    • 371 views
    • 
    • C. B. Zeller
    • January 28, 2019

44. Leaving MEP to start own plan

    By cpc0506, January 23, 2019
    • 5 replies
    • 3.7k views
    • 
    • thepensionmaven
    • January 28, 2019

45. 401k terminating; starting a SIMPLE

    By Santo Gold, January 25, 2019
    • 1 reply
    • 3.4k views
    • 
    • Luke Bailey
    • January 26, 2019

46. affiliated service group

    By Scuba 401, January 24, 2019
    • 1 reply
    • 330 views
    • 
    • Scuba 401
    • January 24, 2019

47. 401k Hardship Suspension Period and Restarting Deferrals

    By cheersmate, January 21, 2019   

    • hardship distribution
    • restarting 401k deferral contributions
    • 1 reply
    • 716 views
    • 
    • Doc Ument
    • January 23, 2019

48. Bankruptcy Question

    By bzorc, January 21, 2019
    • 2 replies
    • 953 views
    • 
    • Luke Bailey
    • January 22, 2019

49. Match Calculated Per Pay Basis - Safe Harbor

    By CLE401kGuy, January 4, 2019   

    • compensation limit
    • 6 replies
    • 1.7k views
    • 
    • Below Ground
    • January 21, 2019

50. Compensation ratio test and rate group test

    By tghooper, January 16, 2019
    • 3 replies
    • 881 views
    • 
    • tghooper
    • January 17, 2019