401(k) Plans

19,499 topics in this forum

1. Safe Harbor Match and Top Heavy Rules

   By ldr, February 28, 2019   

   • safe harbor match
   • top heavy
   • 6 replies
   • 2.7k views
   • 
   • BG5150
   • March 4, 2019

2. 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
   • 3.7k views
   • 
   • david rigby
   • March 1, 2019

3. W-2 error

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

4. plan document missing-VCP issue

   By cpc0506, February 26, 2019
   • 10 replies
   • 3.2k views
   • 
   • Luke Bailey
   • February 27, 2019

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

   By TPApril, February 26, 2019
   • 6 replies
   • 1.7k views
   • 
   • Luke Bailey
   • February 26, 2019

6. Is IRS being Stupid? Form 945 Issue

   By justanotheradmin, January 25, 2016   

   • Form 945
   • IRS
   • 21 replies
   • 7.7k views
   • 
   • DPL
   • February 26, 2019

7. 401k Loan Amount - What is the max for me?

   By sarathesmith2, February 24, 2019
   • 6 replies
   • 4.8k views
   • 
   • card
   • February 26, 2019

8. HCE's

   By coleboy, February 25, 2019
   • 5 replies
   • 1.1k views
   • 
   • coleboy
   • February 26, 2019

9. Self-Employed and true-ups

   By JustnERPA, February 15, 2019
   • 4 replies
   • 1.2k views
   • 
   • Luke Bailey
   • February 25, 2019

10. Medical Hardship

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

11. Hardship Withdrawals

    By Cynchbeast, February 8, 2019
    • 4 replies
    • 1.4k views
    • 
    • rr_sphr
    • February 25, 2019

12. 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
    • 2.1k views
    • 
    • Tom Poje
    • February 25, 2019

13. Share Holder Insurance Premiums

    By coleboy, February 22, 2019
    • 3 replies
    • 1.2k views
    • 
    • coleboy
    • February 25, 2019

14. 401k spin-off

    By B21, February 19, 2019
    • 6 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 22, 2019

15. 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
    • 3.9k views
    • 
    • ldr
    • February 22, 2019

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

    By BG5150, February 21, 2019
    • 9 replies
    • 1.8k views
    • 
    • Roycal
    • February 22, 2019

17. Plan Termination and Employer Contributions

    By Chippy, February 21, 2019
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 22, 2019

18. Top Heavy Plan with DB contributions

    By cpc0506, February 21, 2019
    • 7 replies
    • 1.5k views
    • 
    • justanotheradmin
    • February 22, 2019

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

    By PensionPro, February 19, 2019
    • 3 replies
    • 1.6k views
    • 
    • duckthing
    • February 21, 2019

20. Notice of Class Action Settlement

    By JustnERPA, February 18, 2019
    • 11 replies
    • 2.9k views
    • 
    • FPGuy
    • February 20, 2019

21. Hardship Distribution / Medical Debt

    By austin3515, February 19, 2019
    • 5 replies
    • 1.2k views
    • 
    • Cardscrazy
    • February 20, 2019

22. 1600 hour service requirement?

    By kmhaab, February 13, 2019
    • 26 replies
    • 3.2k views
    • 
    • BG5150
    • February 20, 2019

23. Successor plan foolishness

    By Belgarath, February 15, 2019
    • 7 replies
    • 1.7k views
    • 
    • Belgarath
    • February 20, 2019

24. 2 Owners, 3 Companies, 3 plans

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

25. Otherwise Excludable Employees on ADP Test

    By ratherbereading, May 11, 2018   

    • 401k test; excludable ees
    • 13 replies
    • 4.7k views
    • 
    • Tom Poje
    • February 19, 2019

26. 401k testing

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

27. ACP Test w. 401k and 403b

    By austin3515, February 15, 2019
    • 12 replies
    • 2.7k views
    • 
    • austin3515
    • February 19, 2019

28. Safe Harbor Match not Deposited for Calendar Year 2017

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

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

    By R. Butler, February 12, 2019
    • 6 replies
    • 2.9k views
    • 
    • dmwe
    • February 15, 2019

30. Suspending nonelective Safe Harbor mid-year

    By perplexedbypensions, February 13, 2019
    • 7 replies
    • 3.4k views
    • 
    • RatherBeGolfing
    • February 14, 2019

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

    By M Norton, February 13, 2019   

    • catch-up deferrals
    • 2 replies
    • 1.1k views
    • 
    • M Norton
    • February 13, 2019

32. Roth vs. Pre-Tax Snafu

    By austin3515, February 11, 2019
    • 10 replies
    • 2.6k views
    • 
    • jpod
    • February 13, 2019

33. Compensation as a Participant

    By Pension45, February 8, 2019
    • 9 replies
    • 1.4k views
    • 
    • Bird
    • February 12, 2019

34. ADP Test and Comp Limit

    By Dougsbpc, February 8, 2019
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 11, 2019

35. Traditional safe harbor 401k restating to QACA

    By 30Rock, February 9, 2019
    • 5 replies
    • 2.3k views
    • 
    • Luke Bailey
    • February 11, 2019

36. 3% Safe Harbor and 401k

    By mjf06241972, January 31, 2019
    • 6 replies
    • 1.6k views
    • 
    • Belgarath
    • February 11, 2019

37. Excess Annual Addition

    By bzorc, February 6, 2019
    • 12 replies
    • 2.5k views
    • 
    • bzorc
    • February 11, 2019

38. Elective deferral limit conditioned on top heavy status

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

39. Retroactive amendment to lower NRA

    By cpc0506, February 6, 2019
    • 11 replies
    • 2.5k views
    • 
    • Peter Gulia
    • February 8, 2019

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

    By Guest marco100, December 21, 2012
    • 8 replies
    • 21.6k views
    • 
    • Bird
    • February 8, 2019

41. Exclusion part time

    By Sixers, February 7, 2019
    • 5 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 8, 2019

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

    By LMD1, February 2, 2019
    • 6 replies
    • 2.5k views
    • 
    • QP_Guy
    • February 6, 2019

43. Compensation for ADP Testing

    By msmith, February 5, 2019
    • 6 replies
    • 2.7k views
    • 
    • BG5150
    • February 6, 2019

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

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

45. 1Part. 401k employee after-tax contribution source and timing

    By spiritrider, February 3, 2019
    • 1 reply
    • 1.1k views
    • 
    • PensionPro
    • February 6, 2019

46. Beneficial Interest / Controlled Groups

    By austin3515, February 5, 2019
    • 9 replies
    • 3.7k views
    • 
    • PensionPro
    • February 5, 2019

47. 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
    • 1.8k views
    • 
    • jpod
    • February 5, 2019

48. Web Based Training / Tutorials / ASG Rules

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

49. Family and ownership attribution

    By Pammie57, January 31, 2019
    • 3 replies
    • 3.6k views
    • 
    • Larry Starr
    • February 5, 2019

50. Excess match due to failed ADP Test

    By cpc0506, February 4, 2019
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • February 5, 2019