401(k) Plans

19,489 topics in this forum

1. Hardship Withdrawals

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

2. 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
   • 2k views
   • 
   • Tom Poje
   • February 25, 2019

3. Share Holder Insurance Premiums

   By coleboy, February 22, 2019
   • 3 replies
   • 1.1k views
   • 
   • coleboy
   • February 25, 2019

4. 401k spin-off

   By B21, February 19, 2019
   • 6 replies
   • 2.2k views
   • 
   • Mike Preston
   • February 22, 2019

5. 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
   • 3.7k views
   • 
   • ldr
   • February 22, 2019

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

   By BG5150, February 21, 2019
   • 9 replies
   • 1.7k views
   • 
   • Roycal
   • February 22, 2019

7. Plan Termination and Employer Contributions

   By Chippy, February 21, 2019
   • 2 replies
   • 1.1k views
   • 
   • Tom Poje
   • February 22, 2019

8. Top Heavy Plan with DB contributions

   By cpc0506, February 21, 2019
   • 7 replies
   • 1.4k views
   • 
   • justanotheradmin
   • February 22, 2019

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

   By PensionPro, February 19, 2019
   • 3 replies
   • 1.5k views
   • 
   • duckthing
   • February 21, 2019

10. Notice of Class Action Settlement

    By JustnERPA, February 18, 2019
    • 11 replies
    • 2.8k views
    • 
    • FPGuy
    • February 20, 2019

11. Hardship Distribution / Medical Debt

    By austin3515, February 19, 2019
    • 5 replies
    • 1.1k views
    • 
    • Cardscrazy
    • February 20, 2019

12. 1600 hour service requirement?

    By kmhaab, February 13, 2019
    • 26 replies
    • 3k views
    • 
    • BG5150
    • February 20, 2019

13. Successor plan foolishness

    By Belgarath, February 15, 2019
    • 7 replies
    • 1.6k views
    • 
    • Belgarath
    • February 20, 2019

14. 2 Owners, 3 Companies, 3 plans

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

15. Otherwise Excludable Employees on ADP Test

    By ratherbereading, May 11, 2018   

    • 401k test; excludable ees
    • 13 replies
    • 4.6k views
    • 
    • Tom Poje
    • February 19, 2019

16. 401k testing

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

17. ACP Test w. 401k and 403b

    By austin3515, February 15, 2019
    • 12 replies
    • 2.6k views
    • 
    • austin3515
    • February 19, 2019

18. Safe Harbor Match not Deposited for Calendar Year 2017

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

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

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

20. Suspending nonelective Safe Harbor mid-year

    By perplexedbypensions, February 13, 2019
    • 7 replies
    • 3.3k views
    • 
    • RatherBeGolfing
    • February 14, 2019

21. 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

22. Roth vs. Pre-Tax Snafu

    By austin3515, February 11, 2019
    • 10 replies
    • 2.5k views
    • 
    • jpod
    • February 13, 2019

23. Compensation as a Participant

    By Pension45, February 8, 2019
    • 9 replies
    • 1.2k views
    • 
    • Bird
    • February 12, 2019

24. ADP Test and Comp Limit

    By Dougsbpc, February 8, 2019
    • 3 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 11, 2019

25. Traditional safe harbor 401k restating to QACA

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

26. 3% Safe Harbor and 401k

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

27. Excess Annual Addition

    By bzorc, February 6, 2019
    • 12 replies
    • 2.3k views
    • 
    • bzorc
    • February 11, 2019

28. Elective deferral limit conditioned on top heavy status

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

29. Retroactive amendment to lower NRA

    By cpc0506, February 6, 2019
    • 11 replies
    • 2.4k views
    • 
    • Peter Gulia
    • February 8, 2019

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

    By Guest marco100, December 21, 2012
    • 8 replies
    • 21.5k views
    • 
    • Bird
    • February 8, 2019

31. Exclusion part time

    By Sixers, February 7, 2019
    • 5 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 8, 2019

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

    By LMD1, February 2, 2019
    • 6 replies
    • 2.4k views
    • 
    • QP_Guy
    • February 6, 2019

33. Compensation for ADP Testing

    By msmith, February 5, 2019
    • 6 replies
    • 2.6k views
    • 
    • BG5150
    • February 6, 2019

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

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

35. 1Part. 401k employee after-tax contribution source and timing

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

36. Beneficial Interest / Controlled Groups

    By austin3515, February 5, 2019
    • 9 replies
    • 3.6k views
    • 
    • PensionPro
    • February 5, 2019

37. 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
    • 1.7k views
    • 
    • jpod
    • February 5, 2019

38. Web Based Training / Tutorials / ASG Rules

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

39. Family and ownership attribution

    By Pammie57, January 31, 2019
    • 3 replies
    • 3.5k views
    • 
    • Larry Starr
    • February 5, 2019

40. Excess match due to failed ADP Test

    By cpc0506, February 4, 2019
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • February 5, 2019

41. 402(g) excess - two jobs

    By pmacduff, February 1, 2019
    • 10 replies
    • 4.7k views
    • 
    • Mike Preston
    • February 4, 2019

42. miniscule error causes top heavy problem

    By M Norton, January 31, 2019   

    • sh match error
    • top heavy issue
    • 8 replies
    • 1.6k views
    • 
    • M Norton
    • February 4, 2019

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

    By BG5150, January 25, 2019
    • 7 replies
    • 1.3k views
    • 
    • Kevin C
    • February 4, 2019

44. Discretionary Match After Plan Year End

    By Gilmore, January 26, 2019
    • 14 replies
    • 5.1k views
    • 
    • Tom Poje
    • February 4, 2019

45. 401k merged into ADP MEP, back to 401k

    By Sixers, January 31, 2019   

    • mep
    • spinoff
    • 4 replies
    • 1.5k views
    • 
    • hr for me
    • February 3, 2019

46. Plan Amendment to allow early entry for one individual

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

47. Compensation after termination

    By Vlad401k, January 29, 2018
    • 17 replies
    • 11.7k views
    • 
    • ldr
    • February 1, 2019

48. 402(g) excess included in 415?

    By BG5150, January 29, 2019
    • 4 replies
    • 2.2k views
    • 
    • duckthing
    • February 1, 2019

49. excluding "on-call" pay and hours

    By M Norton, January 21, 2019   

    • exclusions
    • on-call pay
    • 6 replies
    • 3.5k views
    • 
    • M Norton
    • January 31, 2019

50. Missed Deferral - Catch Up Contribution

    By 52626, January 27, 2019
    • 10 replies
    • 4.1k views
    • 
    • cheersmate
    • January 31, 2019