401(k) Plans

19,321 topics in this forum

1. Suspending nonelective Safe Harbor mid-year

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

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

   By M Norton, February 13, 2019   

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

3. Roth vs. Pre-Tax Snafu

   By austin3515, February 11, 2019
   • 10 replies
   • 2k views
   • 
   • jpod
   • February 13, 2019

4. Compensation as a Participant

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

5. ADP Test and Comp Limit

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

6. Traditional safe harbor 401k restating to QACA

   By 30Rock, February 9, 2019
   • 5 replies
   • 1.5k views
   • 
   • Luke Bailey
   • February 11, 2019

7. 3% Safe Harbor and 401k

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

8. Excess Annual Addition

   By bzorc, February 6, 2019
   • 12 replies
   • 1.8k views
   • 
   • bzorc
   • February 11, 2019

9. Elective deferral limit conditioned on top heavy status

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

10. Retroactive amendment to lower NRA

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

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

    By Guest marco100, December 21, 2012
    • 8 replies
    • 15.9k views
    • 
    • Bird
    • February 8, 2019

12. Exclusion part time

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

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

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

14. Compensation for ADP Testing

    By msmith, February 5, 2019
    • 6 replies
    • 2.2k views
    • 
    • BG5150
    • February 6, 2019

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

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

16. 1Part. 401k employee after-tax contribution source and timing

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

17. Beneficial Interest / Controlled Groups

    By austin3515, February 5, 2019
    • 9 replies
    • 2.8k views
    • 
    • PensionPro
    • February 5, 2019

18. 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
    • 1.4k views
    • 
    • jpod
    • February 5, 2019

19. Web Based Training / Tutorials / ASG Rules

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

20. Family and ownership attribution

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

21. Excess match due to failed ADP Test

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

22. 402(g) excess - two jobs

    By pmacduff, February 1, 2019
    • 10 replies
    • 3.9k views
    • 
    • Mike Preston
    • February 4, 2019

23. 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

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

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

25. Discretionary Match After Plan Year End

    By Gilmore, January 26, 2019
    • 14 replies
    • 4.1k views
    • 
    • Tom Poje
    • February 4, 2019

26. 401k merged into ADP MEP, back to 401k

    By Sixers, January 31, 2019   

    • mep
    • spinoff
    • 4 replies
    • 1.2k views
    • 
    • hr for me
    • February 3, 2019

27. Plan Amendment to allow early entry for one individual

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

28. Compensation after termination

    By Vlad401k, January 29, 2018
    • 17 replies
    • 9.4k views
    • 
    • ldr
    • February 1, 2019

29. 402(g) excess included in 415?

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

30. excluding "on-call" pay and hours

    By M Norton, January 21, 2019   

    • exclusions
    • on-call pay
    • 6 replies
    • 2.9k views
    • 
    • M Norton
    • January 31, 2019

31. Missed Deferral - Catch Up Contribution

    By 52626, January 27, 2019
    • 10 replies
    • 3.4k views
    • 
    • cheersmate
    • January 31, 2019

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

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

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

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

34. excess 415 for terminated employee

    By Nancy D, January 29, 2019   

    • 415 excess
    • 5 replies
    • 1.2k views
    • 
    • Nancy D
    • January 30, 2019

35. 401k excess matching of $18

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

36. discretionary non-elective to cure top heavy

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

37. Excess Deferral and 415 Limit

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

38. Matching Contribution True Up By Mistake

    By TPA Bob, January 26, 2019   

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

39. recognizing past service / 401k testing

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

40. Safe harbor Change

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

41. Leaving MEP to start own plan

    By cpc0506, January 23, 2019
    • 5 replies
    • 3.8k views
    • 
    • thepensionmaven
    • January 28, 2019

42. 401k terminating; starting a SIMPLE

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

43. affiliated service group

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

44. 401k Hardship Suspension Period and Restarting Deferrals

    By cheersmate, January 21, 2019   

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

45. Bankruptcy Question

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

46. Match Calculated Per Pay Basis - Safe Harbor

    By CLE401kGuy, January 4, 2019   

    • compensation limit
    • 6 replies
    • 1.8k views
    • 
    • Below Ground
    • January 21, 2019

47. Compensation ratio test and rate group test

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

48. 415 limit with catch up

    By perplexedbypensions, January 16, 2019
    • 6 replies
    • 5.7k views
    • 
    • ESOP Guy
    • January 17, 2019

49. Loan Repayment/Maternity Leave

    By Stash026, January 17, 2019
    • 3 replies
    • 2.5k views
    • 
    • 401_noob
    • January 17, 2019

50. Advising participant of deemed/defaulted loan

    By Karoline Curran, January 4, 2019
    • 6 replies
    • 2.2k views
    • 
    • IHC
    • January 17, 2019