401(k) Plans

19,516 topics in this forum

1. SH Plan Eligibility- Excluding EEs in Controlled Group

   By kshawbenefits, March 7, 2019
   • 9 replies
   • 2.5k views
   • 
   • Kevin C
   • March 8, 2019

2. Affiliated Service Groups

   By ERISA-Bubs, March 7, 2019
   • 3 replies
   • 1.2k views
   • 
   • PensionPro
   • March 8, 2019

3. 401K Loans in two different plans for the same employer

   By sfabello, March 7, 2019
   • 4 replies
   • 3.1k views
   • 
   • CuseFan
   • March 8, 2019

4. Prior Year Testing if Amendments Made

   By austin3515, March 8, 2019
   • 2 replies
   • 810 views
   • 
   • austin3515
   • March 8, 2019

5. Delayed deposit of employee deferral

   By rblum50, March 8, 2019
   • 1 reply
   • 777 views
   • 
   • C. B. Zeller
   • March 8, 2019

6. Top Heavy and Safe Harbor allocation

   By perplexedbypensions, February 28, 2019
   • 22 replies
   • 8.6k views
   • 
   • Tom Poje
   • March 8, 2019

7. Individually Designed Document Question

   By khn, March 6, 2019
   • 21 replies
   • 2.9k views
   • 
   • jpod
   • March 7, 2019

8. 401k Hardship withdrawl for purchase of primary residence

   By Watson, March 7, 2019
   • 4 replies
   • 6.4k views
   • 
   • Doc Ument
   • March 7, 2019

9. Multiple Business Owner Plan Participation

   By coleboy, March 7, 2019
   • 3 replies
   • 1.1k views
   • 
   • Luke Bailey
   • March 7, 2019

10. Safe Harbor Match Question

    By Pammie57, March 6, 2019
    • 4 replies
    • 1k views
    • 
    • Kevin C
    • March 6, 2019

11. working less than 500 hours and benefiting under SHNEC

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

12. Entry date calculation

    By AKconsult, March 5, 2019
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 5, 2019

13. Client Leaving PEO 401k Plan

    By coleboy, March 4, 2019
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • March 5, 2019

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

    By matthny, February 28, 2019
    • 5 replies
    • 3.4k views
    • 
    • Bill Presson
    • March 5, 2019

15. Allocating Gains Loss on Pooled Accounts

    By Karoline Curran, March 1, 2019
    • 12 replies
    • 3.8k views
    • 
    • justanotheradmin
    • March 5, 2019

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

    By Stella, March 1, 2019   

    • recession
    • bonds
    • 9 replies
    • 1.9k views
    • 
    • david rigby
    • March 4, 2019

17. blackout period w/out moving recordkeepers?

    By TPApril, March 1, 2019
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • March 4, 2019

18. Safe Harbor Match and Top Heavy Rules

    By ldr, February 28, 2019   

    • safe harbor match
    • top heavy
    • 6 replies
    • 2.9k views
    • 
    • BG5150
    • March 4, 2019

19. 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
    • 3.9k views
    • 
    • david rigby
    • March 1, 2019

20. W-2 error

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

21. plan document missing-VCP issue

    By cpc0506, February 26, 2019
    • 10 replies
    • 3.4k views
    • 
    • Luke Bailey
    • February 27, 2019

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

    By TPApril, February 26, 2019
    • 6 replies
    • 1.8k views
    • 
    • Luke Bailey
    • February 26, 2019

23. Is IRS being Stupid? Form 945 Issue

    By justanotheradmin, January 25, 2016   

    • Form 945
    • IRS
    • 21 replies
    • 8k views
    • 
    • DPL
    • February 26, 2019

24. 401k Loan Amount - What is the max for me?

    By sarathesmith2, February 24, 2019
    • 6 replies
    • 5k views
    • 
    • card
    • February 26, 2019

25. HCE's

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

26. Self-Employed and true-ups

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

27. Medical Hardship

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

28. Hardship Withdrawals

    By Cynchbeast, February 8, 2019
    • 4 replies
    • 1.5k views
    • 
    • rr_sphr
    • February 25, 2019

29. 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
    • 2.2k views
    • 
    • Tom Poje
    • February 25, 2019

30. Share Holder Insurance Premiums

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

31. 401k spin-off

    By B21, February 19, 2019
    • 6 replies
    • 2.4k views
    • 
    • Mike Preston
    • February 22, 2019

32. 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
    • 4.1k views
    • 
    • ldr
    • February 22, 2019

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

    By BG5150, February 21, 2019
    • 9 replies
    • 1.9k views
    • 
    • Roycal
    • February 22, 2019

34. Plan Termination and Employer Contributions

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

35. Top Heavy Plan with DB contributions

    By cpc0506, February 21, 2019
    • 7 replies
    • 1.6k views
    • 
    • justanotheradmin
    • February 22, 2019

36. 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

37. Notice of Class Action Settlement

    By JustnERPA, February 18, 2019
    • 11 replies
    • 3k views
    • 
    • FPGuy
    • February 20, 2019

38. Hardship Distribution / Medical Debt

    By austin3515, February 19, 2019
    • 5 replies
    • 1.3k views
    • 
    • Cardscrazy
    • February 20, 2019

39. 1600 hour service requirement?

    By kmhaab, February 13, 2019
    • 26 replies
    • 3.4k views
    • 
    • BG5150
    • February 20, 2019

40. Successor plan foolishness

    By Belgarath, February 15, 2019
    • 7 replies
    • 1.8k views
    • 
    • Belgarath
    • February 20, 2019

41. 2 Owners, 3 Companies, 3 plans

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

42. Otherwise Excludable Employees on ADP Test

    By ratherbereading, May 11, 2018   

    • 401k test; excludable ees
    • 13 replies
    • 4.9k views
    • 
    • Tom Poje
    • February 19, 2019

43. 401k testing

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

44. ACP Test w. 401k and 403b

    By austin3515, February 15, 2019
    • 12 replies
    • 2.9k views
    • 
    • austin3515
    • February 19, 2019

45. Safe Harbor Match not Deposited for Calendar Year 2017

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

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

    By R. Butler, February 12, 2019
    • 6 replies
    • 3k views
    • 
    • dmwe
    • February 15, 2019

47. Suspending nonelective Safe Harbor mid-year

    By perplexedbypensions, February 13, 2019
    • 7 replies
    • 3.5k views
    • 
    • RatherBeGolfing
    • February 14, 2019

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

    By M Norton, February 13, 2019   

    • catch-up deferrals
    • 2 replies
    • 1.2k views
    • 
    • M Norton
    • February 13, 2019

49. Roth vs. Pre-Tax Snafu

    By austin3515, February 11, 2019
    • 10 replies
    • 2.7k views
    • 
    • jpod
    • February 13, 2019

50. Compensation as a Participant

    By Pension45, February 8, 2019
    • 9 replies
    • 1.5k views
    • 
    • Bird
    • February 12, 2019