401(k) Plans

19,534 topics in this forum

1. 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
   • 4.6k views
   • 
   • ldr
   • February 22, 2019

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

   By BG5150, February 21, 2019
   • 9 replies
   • 2k views
   • 
   • Roycal
   • February 22, 2019

3. Plan Termination and Employer Contributions

   By Chippy, February 21, 2019
   • 2 replies
   • 1.3k views
   • 
   • Tom Poje
   • February 22, 2019

4. Top Heavy Plan with DB contributions

   By cpc0506, February 21, 2019
   • 7 replies
   • 1.7k views
   • 
   • justanotheradmin
   • February 22, 2019

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

   By PensionPro, February 19, 2019
   • 3 replies
   • 1.7k views
   • 
   • duckthing
   • February 21, 2019

6. Notice of Class Action Settlement

   By JustnERPA, February 18, 2019
   • 11 replies
   • 3.2k views
   • 
   • FPGuy
   • February 20, 2019

7. Hardship Distribution / Medical Debt

   By austin3515, February 19, 2019
   • 5 replies
   • 1.4k views
   • 
   • Cardscrazy
   • February 20, 2019

8. 1600 hour service requirement?

   By kmhaab, February 13, 2019
   • 26 replies
   • 3.6k views
   • 
   • BG5150
   • February 20, 2019

9. Successor plan foolishness

   By Belgarath, February 15, 2019
   • 7 replies
   • 1.9k views
   • 
   • Belgarath
   • February 20, 2019

10. 2 Owners, 3 Companies, 3 plans

    By Zoey, February 19, 2019
    • 6 replies
    • 1.1k views
    • 
    • Zoey
    • February 19, 2019

11. Otherwise Excludable Employees on ADP Test

    By ratherbereading, May 11, 2018   

    • 401k test; excludable ees
    • 13 replies
    • 5.1k views
    • 
    • Tom Poje
    • February 19, 2019

12. 401k testing

    By mehmgo, February 19, 2019
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • February 19, 2019

13. ACP Test w. 401k and 403b

    By austin3515, February 15, 2019
    • 12 replies
    • 3.2k views
    • 
    • austin3515
    • February 19, 2019

14. Safe Harbor Match not Deposited for Calendar Year 2017

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

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

    By R. Butler, February 12, 2019
    • 6 replies
    • 3.1k views
    • 
    • dmwe
    • February 15, 2019

16. Suspending nonelective Safe Harbor mid-year

    By perplexedbypensions, February 13, 2019
    • 7 replies
    • 3.6k views
    • 
    • RatherBeGolfing
    • February 14, 2019

17. 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

18. Roth vs. Pre-Tax Snafu

    By austin3515, February 11, 2019
    • 10 replies
    • 2.9k views
    • 
    • jpod
    • February 13, 2019

19. Compensation as a Participant

    By Pension45, February 8, 2019
    • 9 replies
    • 1.8k views
    • 
    • Bird
    • February 12, 2019

20. ADP Test and Comp Limit

    By Dougsbpc, February 8, 2019
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • February 11, 2019

21. Traditional safe harbor 401k restating to QACA

    By 30Rock, February 9, 2019
    • 5 replies
    • 2.7k views
    • 
    • Luke Bailey
    • February 11, 2019

22. 3% Safe Harbor and 401k

    By mjf06241972, January 31, 2019
    • 6 replies
    • 1.8k views
    • 
    • Belgarath
    • February 11, 2019

23. Excess Annual Addition

    By bzorc, February 6, 2019
    • 12 replies
    • 3k views
    • 
    • bzorc
    • February 11, 2019

24. Elective deferral limit conditioned on top heavy status

    By C. B. Zeller, February 7, 2019
    • 2 replies
    • 1k views
    • 
    • C. B. Zeller
    • February 9, 2019

25. Retroactive amendment to lower NRA

    By cpc0506, February 6, 2019
    • 11 replies
    • 2.8k views
    • 
    • Peter Gulia
    • February 8, 2019

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

    By Guest marco100, December 21, 2012
    • 8 replies
    • 21.8k views
    • 
    • Bird
    • February 8, 2019

27. Exclusion part time

    By Sixers, February 7, 2019
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 8, 2019

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

    By LMD1, February 2, 2019
    • 6 replies
    • 2.7k views
    • 
    • QP_Guy
    • February 6, 2019

29. Compensation for ADP Testing

    By msmith, February 5, 2019
    • 6 replies
    • 3k views
    • 
    • BG5150
    • February 6, 2019

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

    By AlbanyConsultant, January 31, 2019
    • 7 replies
    • 1k views
    • 
    • Belgarath
    • February 6, 2019

31. 1Part. 401k employee after-tax contribution source and timing

    By spiritrider, February 3, 2019
    • 1 reply
    • 1.2k views
    • 
    • PensionPro
    • February 6, 2019

32. Beneficial Interest / Controlled Groups

    By austin3515, February 5, 2019
    • 9 replies
    • 4k views
    • 
    • PensionPro
    • February 5, 2019

33. 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
    • 2k views
    • 
    • jpod
    • February 5, 2019

34. Web Based Training / Tutorials / ASG Rules

    By austin3515, February 1, 2019
    • 6 replies
    • 1.2k views
    • 
    • austin3515
    • February 5, 2019

35. Family and ownership attribution

    By Pammie57, January 31, 2019
    • 3 replies
    • 3.8k views
    • 
    • Larry Starr
    • February 5, 2019

36. Excess match due to failed ADP Test

    By cpc0506, February 4, 2019
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • February 5, 2019

37. 402(g) excess - two jobs

    By pmacduff, February 1, 2019
    • 10 replies
    • 5.2k views
    • 
    • Mike Preston
    • February 4, 2019

38. miniscule error causes top heavy problem

    By M Norton, January 31, 2019   

    • sh match error
    • top heavy issue
    • 8 replies
    • 2k views
    • 
    • M Norton
    • February 4, 2019

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

    By BG5150, January 25, 2019
    • 7 replies
    • 1.6k views
    • 
    • Kevin C
    • February 4, 2019

40. Discretionary Match After Plan Year End

    By Gilmore, January 26, 2019
    • 14 replies
    • 5.8k views
    • 
    • Tom Poje
    • February 4, 2019

41. 401k merged into ADP MEP, back to 401k

    By Sixers, January 31, 2019   

    • mep
    • spinoff
    • 4 replies
    • 1.9k views
    • 
    • hr for me
    • February 3, 2019

42. Plan Amendment to allow early entry for one individual

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

43. Compensation after termination

    By Vlad401k, January 29, 2018
    • 17 replies
    • 12.3k views
    • 
    • ldr
    • February 1, 2019

44. 402(g) excess included in 415?

    By BG5150, January 29, 2019
    • 4 replies
    • 2.4k views
    • 
    • duckthing
    • February 1, 2019

45. excluding "on-call" pay and hours

    By M Norton, January 21, 2019   

    • exclusions
    • on-call pay
    • 6 replies
    • 3.9k views
    • 
    • M Norton
    • January 31, 2019

46. Missed Deferral - Catch Up Contribution

    By 52626, January 27, 2019
    • 10 replies
    • 4.4k views
    • 
    • cheersmate
    • January 31, 2019

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

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

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

    By AndrewZ, January 30, 2019
    • 2 replies
    • 1.3k views
    • 
    • Peter Gulia
    • January 30, 2019

49. excess 415 for terminated employee

    By Nancy D, January 29, 2019   

    • 415 excess
    • 5 replies
    • 1.8k views
    • 
    • Nancy D
    • January 30, 2019

50. 401k excess matching of $18

    By Liam, January 23, 2019
    • 11 replies
    • 3.3k views
    • 
    • Below Ground
    • January 29, 2019