401(k) Plans

19,407 topics in this forum

1. Safe Harbor Match Question

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

2. working less than 500 hours and benefiting under SHNEC

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

3. Entry date calculation

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

4. Client Leaving PEO 401k Plan

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

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

   By matthny, February 28, 2019
   • 5 replies
   • 2.8k views
   • 
   • Bill Presson
   • March 5, 2019

6. Allocating Gains Loss on Pooled Accounts

   By Karoline Curran, March 1, 2019
   • 12 replies
   • 3.2k views
   • 
   • justanotheradmin
   • March 5, 2019

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

   By Stella, March 1, 2019   

   • recession
   • bonds
   • 9 replies
   • 1.3k views
   • 
   • david rigby
   • March 4, 2019

8. blackout period w/out moving recordkeepers?

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

9. Safe Harbor Match and Top Heavy Rules

   By ldr, February 28, 2019   

   • safe harbor match
   • top heavy
   • 6 replies
   • 2.4k views
   • 
   • BG5150
   • March 4, 2019

10. 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
    • 3.1k views
    • 
    • david rigby
    • March 1, 2019

11. W-2 error

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

12. plan document missing-VCP issue

    By cpc0506, February 26, 2019
    • 10 replies
    • 2.7k views
    • 
    • Luke Bailey
    • February 27, 2019

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

    By TPApril, February 26, 2019
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • February 26, 2019

14. Is IRS being Stupid? Form 945 Issue

    By justanotheradmin, January 25, 2016   

    • Form 945
    • IRS
    • 21 replies
    • 6.6k views
    • 
    • DPL
    • February 26, 2019

15. 401k Loan Amount - What is the max for me?

    By sarathesmith2, February 24, 2019
    • 6 replies
    • 4.1k views
    • 
    • card
    • February 26, 2019

16. HCE's

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

17. Self-Employed and true-ups

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

18. Medical Hardship

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

19. Hardship Withdrawals

    By Cynchbeast, February 8, 2019
    • 4 replies
    • 1.2k views
    • 
    • rr_sphr
    • February 25, 2019

20. 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
    • 1.8k views
    • 
    • Tom Poje
    • February 25, 2019

21. Share Holder Insurance Premiums

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

22. 401k spin-off

    By B21, February 19, 2019
    • 6 replies
    • 2k views
    • 
    • Mike Preston
    • February 22, 2019

23. 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
    • 3k views
    • 
    • ldr
    • February 22, 2019

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

    By BG5150, February 21, 2019
    • 9 replies
    • 1.5k views
    • 
    • Roycal
    • February 22, 2019

25. Plan Termination and Employer Contributions

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

26. Top Heavy Plan with DB contributions

    By cpc0506, February 21, 2019
    • 7 replies
    • 1.2k views
    • 
    • justanotheradmin
    • February 22, 2019

27. Are Wages Exempt from Tax Withholding Plan Comp Under 3401(a)?

    By PensionPro, February 19, 2019
    • 3 replies
    • 1.3k views
    • 
    • duckthing
    • February 21, 2019

28. Notice of Class Action Settlement

    By JustnERPA, February 18, 2019
    • 11 replies
    • 2.3k views
    • 
    • FPGuy
    • February 20, 2019

29. Hardship Distribution / Medical Debt

    By austin3515, February 19, 2019
    • 5 replies
    • 933 views
    • 
    • Cardscrazy
    • February 20, 2019

30. 1600 hour service requirement?

    By kmhaab, February 13, 2019
    • 26 replies
    • 2.5k views
    • 
    • BG5150
    • February 20, 2019

31. Successor plan foolishness

    By Belgarath, February 15, 2019
    • 7 replies
    • 1.4k views
    • 
    • Belgarath
    • February 20, 2019

32. 2 Owners, 3 Companies, 3 plans

    By Zoey, February 19, 2019
    • 6 replies
    • 645 views
    • 
    • Zoey
    • February 19, 2019

33. Otherwise Excludable Employees on ADP Test

    By ratherbereading, May 11, 2018   

    • 401k test; excludable ees
    • 13 replies
    • 4.2k views
    • 
    • Tom Poje
    • February 19, 2019

34. 401k testing

    By mehmgo, February 19, 2019
    • 1 reply
    • 601 views
    • 
    • Kevin C
    • February 19, 2019

35. ACP Test w. 401k and 403b

    By austin3515, February 15, 2019
    • 12 replies
    • 2.1k views
    • 
    • austin3515
    • February 19, 2019

36. Safe Harbor Match not Deposited for Calendar Year 2017

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

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

    By R. Butler, February 12, 2019
    • 6 replies
    • 2.7k views
    • 
    • dmwe
    • February 15, 2019

38. Suspending nonelective Safe Harbor mid-year

    By perplexedbypensions, February 13, 2019
    • 7 replies
    • 3k views
    • 
    • RatherBeGolfing
    • February 14, 2019

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

    By M Norton, February 13, 2019   

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

40. Roth vs. Pre-Tax Snafu

    By austin3515, February 11, 2019
    • 10 replies
    • 2.1k views
    • 
    • jpod
    • February 13, 2019

41. Compensation as a Participant

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

42. ADP Test and Comp Limit

    By Dougsbpc, February 8, 2019
    • 3 replies
    • 1.1k views
    • 
    • Luke Bailey
    • February 11, 2019

43. Traditional safe harbor 401k restating to QACA

    By 30Rock, February 9, 2019
    • 5 replies
    • 1.8k views
    • 
    • Luke Bailey
    • February 11, 2019

44. 3% Safe Harbor and 401k

    By mjf06241972, January 31, 2019
    • 6 replies
    • 1.4k views
    • 
    • Belgarath
    • February 11, 2019

45. Excess Annual Addition

    By bzorc, February 6, 2019
    • 12 replies
    • 1.9k views
    • 
    • bzorc
    • February 11, 2019

46. Elective deferral limit conditioned on top heavy status

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

47. Retroactive amendment to lower NRA

    By cpc0506, February 6, 2019
    • 11 replies
    • 2.1k views
    • 
    • Peter Gulia
    • February 8, 2019

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

    By Guest marco100, December 21, 2012
    • 8 replies
    • 19.5k views
    • 
    • Bird
    • February 8, 2019

49. Exclusion part time

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

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

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