401(k) Plans

19,362 topics in this forum

1. general question - allowed to contribute for 2017 now & wants corrected w2?

   By Erica23, April 16, 2018
   • 11 replies
   • 839 views
   • 
   • Tom Poje
   • April 17, 2018

2. Safe harbor plan with enhanced match and additional match

   By 30Rock, April 4, 2018
   • 5 replies
   • 2.1k views
   • 
   • MWeddell
   • April 16, 2018

3. Controlled Group - combined testing

   By RPC-TPA, April 16, 2018
   • 1 reply
   • 979 views
   • 
   • Mike Preston
   • April 16, 2018

4. Can real estate be purchased and held in a pension

   By bpenfold, April 13, 2018   

   • pension
   • real estate
   • (and 3 more)

     Tagged with:

     • pension
     • real estate
     • purchase
     • home
     • 401k
   • 18 replies
   • 3.9k views
   • 
   • ERISAAPPLE
   • April 16, 2018

5. 401(k) participation by credit card tips

   By dan654083, April 7, 2018
   • 5 replies
   • 1.8k views
   • 
   • MWeddell
   • April 16, 2018

6. Match contribution based on service

   By Santo Gold, April 12, 2018
   • 5 replies
   • 2.2k views
   • 
   • MWeddell
   • April 16, 2018

7. Deferral rate changes for money earned but not paid

   By Loves401(k), April 13, 2018
   • 1 reply
   • 488 views
   • 
   • WCC
   • April 13, 2018

8. Automatic Enrollment - notice not provided

   By Tinman, April 12, 2018
   • 1 reply
   • 2.7k views
   • 
   • Kevin C
   • April 13, 2018

9. entered early by mistake

   By Earl, April 13, 2018
   • 1 reply
   • 561 views
   • 
   • ETA Consulting LLC
   • April 13, 2018

10. Partners & K- 1 Earnings

    By coleboy, April 12, 2018
    • 3 replies
    • 613 views
    • 
    • Larry Starr
    • April 12, 2018

11. Off-Calendar year end plan, catch-up contributions

    By AATPA, April 11, 2018   

    • catch-up
    • off-calendar
    • 9 replies
    • 3.2k views
    • 
    • AATPA
    • April 12, 2018

12. Late Deposit

    By PFranckowiak, April 12, 2018
    • 1 reply
    • 523 views
    • 
    • ETA Consulting LLC
    • April 12, 2018

13. discretionary match after QACA SH contribution

    By bmore1147, April 6, 2018   

    • 401k
    • safe harbor
    • (and 3 more)

      Tagged with:

      • 401k
      • safe harbor
      • qaca
      • match
      • testing
    • 2 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • April 11, 2018

14. EACA Notice Requirement for Mid-Year Lookback

    By Gruegen, April 11, 2018
    • 1 reply
    • 1k views
    • 
    • BG5150
    • April 11, 2018

15. 1 year of Service

    By wifrbr, April 4, 2018
    • 14 replies
    • 4.2k views
    • 
    • Doc Ument
    • April 10, 2018

16. Schedule C compensation

    By pensionLifer, April 10, 2018
    • 5 replies
    • 2.3k views
    • 
    • Larry Starr
    • April 10, 2018

17. excluding hce from safe harbor in a board res

    By hileman, April 10, 2018
    • 2 replies
    • 1k views
    • 
    • Larry Starr
    • April 10, 2018

18. Successor Plan?

    By Kac1214, April 4, 2018
    • 7 replies
    • 920 views
    • 
    • Luke Bailey
    • April 10, 2018

19. 401K 2nd Loan

    By MareiL, April 8, 2018
    • 5 replies
    • 8.9k views
    • 
    • MareiL
    • April 10, 2018

20. Forfeitures in late correction of ACP failure

    By CuseFan, April 9, 2018
    • 2 replies
    • 661 views
    • 
    • CuseFan
    • April 10, 2018

21. Hardship withdrawals

    By thepensionmaven, April 10, 2018   

    • hardship
    • 3 replies
    • 637 views
    • 
    • duckthing
    • April 10, 2018

22. accrual of elective deferral

    By thepensionmaven, April 4, 2018   

    • accrual
    • 7 replies
    • 1.1k views
    • 
    • thepensionmaven
    • April 10, 2018

23. ADP Excess Contribution Recharacterization

    By TheoDawg, April 6, 2018
    • 2 replies
    • 1.7k views
    • 
    • Luke Bailey
    • April 9, 2018

24. Safe harbor non-elective not yet made

    By thepensionmaven, May 24, 2017
    • 27 replies
    • 8.7k views
    • 
    • 401(k)athryn
    • April 6, 2018

25. Late Forms 1099R

    By CLKent23, April 3, 2018
    • 5 replies
    • 1.7k views
    • 
    • JamesK
    • April 6, 2018

26. Non-Resident Trustee

    By wifrbr, April 2, 2018
    • 6 replies
    • 2.1k views
    • 
    • QP_Guy
    • April 5, 2018

27. Allocation between Roth and non-Roth amounts when participant receives partial distribution from plan

    By Luke Bailey, April 4, 2018   

    • roth
    • 401(k)
    • (and 2 more)

      Tagged with:

      • roth
      • 401(k)
      • non-roth
      • distribution
    • 6 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • April 5, 2018

28. Interest calc on excess deferrals

    By thepensionmaven, April 4, 2018   

    • excees deferrals
    • 1 reply
    • 442 views
    • 
    • Mike Preston
    • April 5, 2018

29. 415c Maximum Contributions

    By Marlene, January 24, 2018   

    • cross testing
    • 12 replies
    • 3.1k views
    • 
    • msmith
    • April 4, 2018

30. Safe Harbor Hardship Distribution and 409A

    By Randy Watson, February 12, 2008
    • 9 replies
    • 5k views
    • 
    • XTitan
    • April 4, 2018

31. Safe Harbor & Participation Comp

    By ERISAAPPLE, March 29, 2018
    • 4 replies
    • 1.2k views
    • 
    • ERISAAPPLE
    • April 4, 2018

32. missed deferral incorrect correction

    By K2retire, April 3, 2018   

    • qnec
    • wrong compensation definition
    • 1 reply
    • 620 views
    • 
    • Luke Bailey
    • April 4, 2018

33. Plan Eligibility

    By EBDI, April 2, 2018
    • 5 replies
    • 1.3k views
    • 
    • EBDI
    • April 3, 2018

34. Sole Prop with No Income

    By Earl, April 1, 2018
    • 5 replies
    • 699 views
    • 
    • BG5150
    • April 3, 2018

35. Failed ADP Test

    By coleboy, March 27, 2018
    • 15 replies
    • 3.1k views
    • 
    • Bird
    • April 2, 2018

36. In Home Supported Services (IHSS)

    By Jennie, March 30, 2018
    • 6 replies
    • 6.6k views
    • 
    • Jennie
    • April 2, 2018

37. Help needed...tough situation

    By scarabrad, April 2, 2018
    • 1 reply
    • 499 views
    • 
    • jpod
    • April 2, 2018

38. Missed Deferrals Less Than 3 months

    By coleboy, March 30, 2018
    • 5 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • March 30, 2018

39. 401k Overcontribution Correction

    By Doghouse, March 27, 2018
    • 7 replies
    • 2.1k views
    • 
    • ERISAAPPLE
    • March 30, 2018

40. Enrollment

    By mjf06241972, March 28, 2018   

    • enrollment 401k employees
    • 6 replies
    • 2.1k views
    • 
    • Kevin C
    • March 29, 2018

41. Mid-year Amendment to a Safe Harbor Plan

    By austin3515, March 28, 2018
    • 21 replies
    • 4.2k views
    • 
    • austin3515
    • March 29, 2018

42. 401k Plan Termination & Successor Plan Rule

    By cbendertpa23, March 27, 2018   

    • plan termination
    • 401k
    • (and 2 more)

      Tagged with:

      • plan termination
      • 401k
      • successor plan
      • 12 month rule
    • 2 replies
    • 1.8k views
    • 
    • Luke Bailey
    • March 28, 2018

43. QNEC & Catch-up

    By wifrbr, March 28, 2018
    • 3 replies
    • 992 views
    • 
    • Kac1214
    • March 28, 2018

44. Control Group Issues

    By LWEBSTER, March 26, 2018
    • 2 replies
    • 574 views
    • 
    • LWEBSTER
    • March 28, 2018

45. Forfeitures returned to employer-Prohibited transaction or Mistake of Fact

    By Guest skos, August 21, 2008
    • 17 replies
    • 5.3k views
    • 
    • John Feldt ERPA CPC QPA
    • March 27, 2018

46. Revised ADP refunds because of bad compensation

    By pholosofizer, March 23, 2018
    • 9 replies
    • 2.8k views
    • 
    • BG5150
    • March 27, 2018

47. Top Heavy - a new wrinkle on an old question

    By dan.jock, March 20, 2018
    • 11 replies
    • 1.4k views
    • 
    • austin3515
    • March 27, 2018

48. LLC Partnership Draws

    By coleboy, March 25, 2018
    • 3 replies
    • 998 views
    • 
    • Loves401(k)
    • March 26, 2018

49. W-2 Income

    By coleboy, March 25, 2018
    • 2 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • March 25, 2018

50. 401K Held Hostage

    By MarkGAllen, March 22, 2018
    • 17 replies
    • 2.3k views
    • 
    • card
    • March 24, 2018