401(k) Plans

19,334 topics in this forum

1. compensation for calculation of safe harbor match

   By thepensionmaven, February 19, 2018
   • 4 replies
   • 897 views
   • 
   • BG5150
   • February 20, 2018

2. QJSA Spousal Consent in DC Plans

   By ERISAAPPLE, February 15, 2018   

   • spousal consent
   • 2012-3
   • (and 1 more)

     Tagged with:

     • spousal consent
     • 2012-3
     • qjsa
   • 6 replies
   • 2.2k views
   • 
   • Bird
   • February 19, 2018

3. solo 401k

   By Raj, February 15, 2018
   • 2 replies
   • 767 views
   • 
   • imchipbrown
   • February 15, 2018

4. safe harbor non-elective contribution

   By thepensionmaven, February 14, 2018
   • 4 replies
   • 540 views
   • 
   • 401king
   • February 16, 2018

5. Beneficiary - Spousal Consent

   By khn, February 14, 2018
   • 3 replies
   • 1.4k views
   • 
   • Peter Gulia
   • February 14, 2018

6. Form 5330 - Excise Tax Deductibility for Federal and CA Return

   By khidalgo, February 13, 2018
   • 0 replies
   • 621 views
   • 
   • khidalgo
   • February 13, 2018

7. Correcting Safe Harbor Plan

   By Madison71, February 12, 2018
   • 14 replies
   • 2.4k views
   • 
   • Luke Bailey
   • February 14, 2018

8. Including Owner taking Draw (no W-2) in ADP Testing?

   By lcollins300, February 12, 2018   

   • adp
   • 14 replies
   • 3.1k views
   • 
   • Luke Bailey
   • February 14, 2018

9. Roth Buy Back

   By Mr Bagwell, February 12, 2018   

   • roth
   • buy back
   • (and 1 more)

     Tagged with:

     • roth
     • buy back
     • basis
   • 13 replies
   • 1.8k views
   • 
   • Luke Bailey
   • February 14, 2018

10. 401(k) Safe Harbor Match Controlled Group

    By TPA2015, February 12, 2018   

    • 401(k)
    • controlled group
    • (and 1 more)

      Tagged with:

      • 401(k)
      • controlled group
      • safe harbor
    • 3 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 14, 2018

11. First time 5500 ez for a 15 year old account

    By Raj, February 12, 2018
    • 3 replies
    • 598 views
    • 
    • Tom Poje
    • February 12, 2018

12. 2 EMPLOYEE RETIREMENT PLAN _ TOP HEAVY

    By RRivera, February 8, 2018   

    • top heavy
    • 2 replies
    • 684 views
    • 
    • Tom Poje
    • February 9, 2018

13. ADP testing controlled group

    By JPete, February 8, 2018
    • 12 replies
    • 5.2k views
    • 
    • JPete
    • February 8, 2018

14. Possible Spinoff or Successor Plan?

    By hsctpa, February 8, 2018
    • 1 reply
    • 1.8k views
    • 
    • Luke Bailey
    • February 8, 2018

15. Time Frame to pay off loan after participant terminates

    By Pammie57, February 8, 2018
    • 7 replies
    • 3k views
    • 
    • Bird
    • February 9, 2018

16. Early entry of soon-to-be HCE

    By Flyboyjohn, February 7, 2018
    • 23 replies
    • 3.8k views
    • 
    • Larry Starr
    • February 13, 2018

17. Sec 409A comp eligible for 401k deferrals?

    By Amanda Newell, February 7, 2018   

    • 409a
    • 401k
    • 3 replies
    • 1.5k views
    • 
    • Amanda Newell
    • February 8, 2018

18. Collective bargaining agreement and plan document

    By 30Rock, February 7, 2018
    • 41 replies
    • 11.1k views
    • 
    • AFFIS
    • March 22, 2020

19. BRF testing for vesting

    By 30Rock, February 6, 2018
    • 6 replies
    • 1.3k views
    • 
    • Luke Bailey
    • February 8, 2018

20. Solo 401(k), First 5500, DFVC

    By 401king, February 6, 2018
    • 6 replies
    • 1.5k views
    • 
    • 401king
    • February 7, 2018

21. Solo 401K & Health Insurance Deduction Limitations

    By TNT, February 6, 2018   

    • solo
    • health insurance
    • 3 replies
    • 4.4k views
    • 
    • spiritrider
    • May 30, 2020

22. Safe Harbor as source for Insurance Premium?

    By Kac1214, February 6, 2018   

    • safe harbor
    • insurance premium
    • 5 replies
    • 1k views
    • 
    • Bird
    • February 7, 2018

23. Are 3% SH plans exempt from Top Heavy

    By BG5150, February 6, 2018
    • 4 replies
    • 988 views
    • 
    • Bri
    • February 6, 2018

24. Eligible SelfEmployment Compensation for Profit Sharing Roth v Pretax

    By gdlfa, February 5, 2018
    • 5 replies
    • 1.2k views
    • 
    • gdlfa
    • February 9, 2018

25. 1.410(b)-5 Code ABT Question

    By The 402"(G)", February 5, 2018   

    • abt
    • average benefits test
    • (and 1 more)

      Tagged with:

      • abt
      • average benefits test
      • benefit percentages
    • 2 replies
    • 778 views
    • 
    • The 402"(G)"
    • February 6, 2018

26. Correcting for missed Opportunity for Voluntary After-Tax

    By Loves401(k), February 5, 2018
    • 1 reply
    • 669 views
    • 
    • Madison71
    • February 5, 2018

27. Updating 401(k) plan disability benefit claim procedures

    By prototypical, February 5, 2018
    • 13 replies
    • 2.9k views
    • 
    • Luke Bailey
    • February 8, 2018

28. Defining the “company” with which a participant meets a last-day condition

    By Peter Gulia, February 2, 2018
    • 11 replies
    • 1.5k views
    • 
    • card
    • February 12, 2018

29. Statutory Exclusion - Class Change

    By LKSmoke, February 2, 2018
    • 2 replies
    • 1.2k views
    • 
    • 401_noob
    • February 2, 2018

30. Failing gateway test but passing rate groups and ABT

    By Pixie, February 2, 2018   

    • gateway
    • cross testing
    • 8 replies
    • 1.6k views
    • 
    • BG5150
    • February 5, 2018

31. Puerto Rico Compensation

    By Doghouse, February 1, 2018
    • 6 replies
    • 907 views
    • 
    • Doghouse
    • February 5, 2018

32. Calculating Gross Compensation from W-2 Involving RI-SDI

    By Silver, February 1, 2018   

    • sdi
    • tdi ri-sdi
    • (and 1 more)

      Tagged with:

      • sdi
      • tdi ri-sdi
      • gross compensation
    • 7 replies
    • 2.3k views
    • 
    • CuseFan
    • February 1, 2018

33. Compensation spreadsheet and checklist

    By Sammiemor, January 31, 2018
    • 4 replies
    • 1.6k views
    • 
    • thepensionmaven
    • October 1, 2019

34. Rehire and no records to tell if they had a vested account balance

    By Loves401(k), January 31, 2018
    • 2 replies
    • 719 views
    • 
    • CuseFan
    • February 1, 2018

35. compensation

    By cdavis25, January 31, 2018
    • 1 reply
    • 823 views
    • 
    • Luke Bailey
    • February 1, 2018

36. Excluding a NHCE from safe harbor

    By Tom, January 31, 2018
    • 3 replies
    • 2.6k views
    • 
    • ERISA1
    • February 6, 2018

37. Employer withholding 401K Match?

    By JackT, January 31, 2018
    • 4 replies
    • 1.3k views
    • 
    • Loves401(k)
    • January 31, 2018

38. Employee becomes agency temp, is he employed on the last day?

    By Jim Chad, January 30, 2018
    • 3 replies
    • 829 views
    • 
    • Luke Bailey
    • January 31, 2018

39. 415 Excess Contribution, 401(k) and Safe Harbor Match

    By imchipbrown, January 29, 2018
    • 14 replies
    • 3.9k views
    • 
    • imchipbrown
    • February 8, 2018

40. Hardship withdrawal suspension period

    By 401kspeclst, January 29, 2018
    • 7 replies
    • 5.9k views
    • 
    • MWeddell
    • January 30, 2018

41. Compensation after termination

    By Vlad401k, January 29, 2018
    • 17 replies
    • 9.5k views
    • 
    • ldr
    • February 1, 2019

42. Start Date/Term Date

    By 401Kerfuffle, January 26, 2018
    • 10 replies
    • 3.9k views
    • 
    • XTitan
    • January 31, 2018

43. participant loans (large minimum)

    By Scuba 401, January 26, 2018
    • 3 replies
    • 812 views
    • 
    • Madison71
    • January 26, 2018

44. Funeral expenses for hardship distribution

    By austin3515, January 25, 2018
    • 19 replies
    • 6.4k views
    • 
    • TPApril
    • October 29, 2021

45. 415c Maximum Contributions

    By Marlene, January 24, 2018   

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

46. After Tax Safe Harbor

    By pixmax, January 24, 2018
    • 3 replies
    • 3.2k views
    • 
    • Bri
    • January 25, 2018

47. Deferral elections not applied to bonuses

    By AlbanyConsultant, January 24, 2018
    • 5 replies
    • 7.6k views
    • 
    • Madison71
    • January 25, 2018

48. What comp to use for 25% deductibilty

    By BG5150, January 24, 2018
    • 2 replies
    • 655 views
    • 
    • Larry Starr
    • January 24, 2018

49. Term EE eligibility

    By wifrbr, January 23, 2018
    • 3 replies
    • 996 views
    • 
    • Patricia Neal Jensen
    • January 24, 2018

50. Write-up on Roth 1099-R Codes?

    By austin3515, January 23, 2018
    • 13 replies
    • 2.9k views
    • 
    • AlbanyConsultant
    • March 19, 2021