401(k) Plans

19,423 topics in this forum

1. Revenue Sharing Payments

   By HarleyBabe, April 4, 2019
   • 6 replies
   • 3k views
   • 
   • FPGuy
   • April 5, 2019

2. Ineligible participant deferring before entry date

   By ajustice, April 4, 2019
   • 3 replies
   • 1.4k views
   • 
   • justanotheradmin
   • April 4, 2019

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

   By AS TPA, April 4, 2019
   • 4 replies
   • 1.7k views
   • 
   • AS TPA
   • April 4, 2019

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

   By AS TPA, April 3, 2019
   • 9 replies
   • 1.9k views
   • 
   • Tom Poje
   • April 4, 2019

5. Testing requirements for a controlled group with separate plans

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

6. Controlled Group with varying Matches

   By Patricia Neal Jensen, April 2, 2019   

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

7. Mid Year Owner exclusion from Safe Harbor Match

   By Gilmore, March 28, 2019
   • 4 replies
   • 1.8k views
   • 
   • Lou S.
   • April 3, 2019

8. 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
   • 699 views
   • 
   • Kevin C
   • April 3, 2019

9. EACA Mid-year Amendment

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

10. Owner termination to obtain distribution

    By Purplemandinga, April 2, 2019
    • 12 replies
    • 1.5k views
    • 
    • jsample
    • April 2, 2019

11. Compensation and Safe Harbor Plan

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

12. EPCRS Interpretation

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

13. Plan Terminated - Residual Dividends in Following Year - 5500 Required?

    By 401(k)athryn, March 28, 2019
    • 5 replies
    • 3.6k views
    • 
    • chc93
    • March 29, 2019

14. Affiliated Service Group and Testing

    By 52626, March 29, 2019
    • 1 reply
    • 891 views
    • 
    • C. B. Zeller
    • March 29, 2019

15. Client moved to PEO, termed prior plan, moving out of PEO starting new plan in less than 12 months

    By AlwaysLearning, March 29, 2019   

    • peo
    • 401(k)
    • 4 replies
    • 973 views
    • 
    • AlwaysLearning
    • March 29, 2019

16. SH 401(k) Plan where deductions have not been submitted

    By Theresa, March 28, 2019
    • 3 replies
    • 529 views
    • 
    • 401king
    • March 29, 2019

17. Banks offering preferred commercial lending rates to plan sponsors

    By MarZDoates, March 26, 2019
    • 11 replies
    • 879 views
    • 
    • Bob the Swimmer
    • March 28, 2019

18. Two Hardships for Same Event

    By CYK0913, March 26, 2019
    • 2 replies
    • 588 views
    • 
    • rr_sphr
    • March 28, 2019

19. SCP no existing NHCEs

    By Draper55, March 27, 2019
    • 10 replies
    • 1.9k views
    • 
    • Kevin C
    • March 28, 2019

20. Owner gives back his salary

    By ratherbereading, March 25, 2019
    • 15 replies
    • 1.7k views
    • 
    • JamesK
    • March 28, 2019

21. Excess Employer Safe Harbor Match

    By Theresa, March 26, 2019
    • 6 replies
    • 2.4k views
    • 
    • C. B. Zeller
    • March 27, 2019

22. Non-Elective Deductibility Rules

    By Stash026, March 25, 2019
    • 2 replies
    • 492 views
    • 
    • Patricia Neal Jensen
    • March 26, 2019

23. existing 401(k) Plan

    By Theresa, February 25, 2019
    • 5 replies
    • 702 views
    • 
    • Theresa
    • March 26, 2019

24. Failed to suspend deferrals after h'ship--now what?

    By BG5150, March 22, 2019
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • March 26, 2019

25. Correcting Wage Overpayment and Contributions made in error to 401(k)

    By Guest JWIRA, September 9, 2006
    • 4 replies
    • 5.5k views
    • 
    • Christine Oliver
    • March 25, 2019

26. Underpayment Rate / DOL VFCP Calculator

    By austin3515, March 25, 2019
    • 0 replies
    • 583 views
    • 
    • austin3515
    • March 25, 2019

27. Eligibility - When does a Participant Enter

    By 52626, March 22, 2019
    • 8 replies
    • 3.5k views
    • 
    • Tom Poje
    • March 25, 2019

28. Ineligible to participate in 401k because of unionization

    By erisa_novice, March 21, 2019
    • 9 replies
    • 4.4k views
    • 
    • FPGuy
    • March 22, 2019

29. PEO spin off plan - PEO and new plan Safe Harbor

    By cpc0506, March 22, 2019
    • 1 reply
    • 1.7k views
    • 
    • Kevin C
    • March 22, 2019

30. Marijuana Dispensary

    By austin3515, November 1, 2017
    • 24 replies
    • 5.5k views
    • 
    • RatherBeGolfing
    • March 22, 2019

31. Incorrect Deferral % - Overage

    By Purplemandinga, March 22, 2019
    • 1 reply
    • 448 views
    • 
    • Luke Bailey
    • March 22, 2019

32. Controlled Group Safe Harbor and Traditional

    By 52626, March 19, 2019
    • 5 replies
    • 531 views
    • 
    • Mike Preston
    • March 21, 2019

33. Exclusion of Fringe Benefits

    By BTG, March 20, 2019
    • 5 replies
    • 4.2k views
    • 
    • Doc Ument
    • March 21, 2019

34. Forfeiture buy-back practices

    By Brenda Wren, February 15, 2019
    • 6 replies
    • 2.2k views
    • 
    • Cardscrazy
    • March 21, 2019

35. Participant Request to Add Asset Class

    By khn, March 20, 2019
    • 5 replies
    • 893 views
    • 
    • Cardscrazy
    • March 21, 2019

36. Excluding Union Members from 401(k) Plan

    By erisa_novice, March 20, 2019   

    • union workers
    • exclusions
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 20, 2019

37. Affordable Care Act Ins Prem Refunds Count as Plan Compensation?

    By cheersmate, March 18, 2019   

    • insurance premium refunds
    • plan compensation
    • (and 1 more)

      Tagged with:

      • insurance premium refunds
      • plan compensation
      • affordable care act
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • March 20, 2019

38. $0 W-2 wages deferred $9,000

    By jsample, March 12, 2019
    • 13 replies
    • 1.3k views
    • 
    • card
    • March 19, 2019

39. Year End True-up - % of total match

    By Ryan L, March 12, 2019
    • 10 replies
    • 1.3k views
    • 
    • Ryan L
    • March 19, 2019

40. coverage testing in a control group

    By BW, March 15, 2019
    • 4 replies
    • 1k views
    • 
    • CuseFan
    • March 18, 2019

41. Compensation- Cash Value of Employee Gift Card

    By Brigid, March 13, 2019
    • 11 replies
    • 7k views
    • 
    • TMH
    • March 18, 2019

42. 401(k) Nondiscrimination Testing ADP Failure

    By 401(k)Ben, March 15, 2019
    • 8 replies
    • 2.8k views
    • 
    • Kevin C
    • March 18, 2019

43. Congratulations

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

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

    By BG5150, March 14, 2019
    • 9 replies
    • 1.3k views
    • 
    • JamesK
    • March 15, 2019

45. Two 1099Rs for excess contribution

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

46. Excluded Class

    By Melissa, March 14, 2019
    • 5 replies
    • 1.7k views
    • 
    • Melissa
    • March 15, 2019

47. overshot deferral

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

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

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

49. Fringe Benefit? Meals and Lodging?

    By justanotheradmin, March 11, 2019
    • 6 replies
    • 3.6k views
    • 
    • justanotheradmin
    • March 13, 2019

50. Tip Income

    By AATPA, October 12, 2018
    • 1 reply
    • 1.1k views
    • 
    • dan654083
    • March 13, 2019