401(k) Plans

19,319 topics in this forum

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

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

2. 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

3. 415 Excess Contribution, 401(k) and Safe Harbor Match

   By imchipbrown, January 29, 2018
   • 14 replies
   • 3.8k views
   • 
   • imchipbrown
   • February 8, 2018

4. Safe Harbor as source for Insurance Premium?

   By Kac1214, February 6, 2018   

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

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

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

6. Are 3% SH plans exempt from Top Heavy

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

7. General Test - Same Dollar Amount to Everybody

   By Vlad401k, January 20, 2018
   • 37 replies
   • 5.4k views
   • 
   • austin3515
   • February 6, 2018

8. 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
   • 766 views
   • 
   • The 402"(G)"
   • February 6, 2018

9. Excluding a NHCE from safe harbor

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

10. Correcting for missed Opportunity for Voluntary After-Tax

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

11. Puerto Rico Compensation

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

12. Failing gateway test but passing rate groups and ABT

    By Pixie, February 2, 2018   

    • gateway
    • cross testing
    • 8 replies
    • 1.5k views
    • 
    • BG5150
    • February 5, 2018

13. Statutory Exclusion - Class Change

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

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

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

15. 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
    • 2.2k views
    • 
    • CuseFan
    • February 1, 2018

16. compensation

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

17. Employer withholding 401K Match?

    By JackT, January 31, 2018
    • 4 replies
    • 1.2k views
    • 
    • Loves401(k)
    • January 31, 2018

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

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

19. Start Date/Term Date

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

20. Hardship withdrawal suspension period

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

21. participant loans (large minimum)

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

22. After Tax Safe Harbor

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

23. 415 Excess Contribution with Employee Deferrals

    By TPA Bob, March 31, 2017
    • 10 replies
    • 2.6k views
    • 
    • imchipbrown
    • January 25, 2018

24. Deferral elections not applied to bonuses

    By AlbanyConsultant, January 24, 2018
    • 5 replies
    • 7.5k views
    • 
    • Madison71
    • January 25, 2018

25. Term EE eligibility

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

26. What comp to use for 25% deductibilty

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

27. spin off - trustee to trustee transfer

    By Scuba 401, January 23, 2018
    • 2 replies
    • 890 views
    • 
    • david rigby
    • January 24, 2018

28. Amending Form 5500 in connection to Audit Report - Financial statement section updated to comply standard for Fair value

    By AdKu, January 23, 2018   

    • amend form 5500
    • audit report updated to comply fair value standard
    • 2 replies
    • 990 views
    • 
    • chc93
    • January 24, 2018

29. After tax contributions in small S.H. 401(k)

    By Lori H, January 23, 2018
    • 5 replies
    • 1.4k views
    • 
    • Lori H
    • January 23, 2018

30. Excluded Employee Compensation

    By Vlad401k, January 18, 2018
    • 15 replies
    • 2.4k views
    • 
    • BG5150
    • January 23, 2018

31. Tribal Government Public School

    By oldman63, January 22, 2018
    • 2 replies
    • 626 views
    • 
    • HollyB
    • January 23, 2018

32. Controlled Group Question - Solo 401k

    By Vlad401k, January 19, 2018
    • 4 replies
    • 904 views
    • 
    • Luke Bailey
    • January 22, 2018

33. Reduced QNEC when an election form is misplaced?

    By Jim Chad, January 22, 2018
    • 2 replies
    • 739 views
    • 
    • Jim Chad
    • January 22, 2018

34. 3% Non-Elective Safe Harbor Contributions Effective before deferrals allowed?

    By actuarysmith, January 19, 2018
    • 5 replies
    • 1.6k views
    • 
    • Larry Starr
    • January 22, 2018

35. Disc Testing/Acquisition

    By Nancy Pritz, January 18, 2018   

    • discrimination
    • acquisition
    • (and 1 more)

      Tagged with:

      • discrimination
      • acquisition
      • free-pass
    • 2 replies
    • 713 views
    • 
    • Nancy Pritz
    • January 22, 2018

36. Deductibility of Contribution Made in Error

    By Dennis Povloski, January 18, 2018
    • 3 replies
    • 1.6k views
    • 
    • Luke Bailey
    • January 20, 2018

37. Do you have to tell partic if discretionary match is made?

    By BG5150, January 19, 2018
    • 1 reply
    • 616 views
    • 
    • Madison71
    • January 19, 2018

38. "Retired" versus "Quit"

    By ldr, January 17, 2018   

    • contributions
    • retirement
    • (and 1 more)

      Tagged with:

      • contributions
      • retirement
      • coding
    • 23 replies
    • 3k views
    • 
    • ESOP Guy
    • January 19, 2018

39. plan term, nhce liquidated but pending s/h deposit

    By TPApril, January 16, 2018
    • 6 replies
    • 945 views
    • 
    • TPApril
    • January 19, 2018

40. Missed Deferrals

    By coleboy, January 17, 2018
    • 4 replies
    • 1.2k views
    • 
    • Mr Bagwell
    • January 18, 2018

41. Unusual question about recouping a forfeiture

    By parks777, January 11, 2018
    • 17 replies
    • 2.4k views
    • 
    • Larry Starr
    • January 18, 2018

42. SHNEC and Compensation

    By coleboy, January 17, 2018
    • 1 reply
    • 2.1k views
    • 
    • Mr Bagwell
    • January 17, 2018

43. Employee leaving Co. for another Co. in Controlled Group QSLOB

    By Phlyers, January 15, 2018
    • 2 replies
    • 2k views
    • 
    • Phlyers
    • January 17, 2018

44. Deferrals not put into chosen funds

    By coleboy, January 11, 2018
    • 5 replies
    • 593 views
    • 
    • Lou S.
    • January 17, 2018

45. Exclusion of Former Shareholders

    By TPA Bob, January 12, 2018
    • 9 replies
    • 1.1k views
    • 
    • Luke Bailey
    • January 17, 2018

46. Single employer plan merging under Multiple Employer plan

    By JoseS, January 15, 2018   

    • termination
    • mergers
    • (and 2 more)

      Tagged with:

      • termination
      • mergers
      • mep
      • 401(k)
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • January 15, 2018

47. Adding New Participating Employer in Fidelity 401(k) Plan

    By Eric Taylor, January 12, 2018
    • 2 replies
    • 3.6k views
    • 
    • ESOP Guy
    • January 15, 2018

48. Does a 401(k) plan provide a disability benefit?

    By Peter Gulia, January 12, 2018   

    • disability; claims procedure
    • 1 reply
    • 742 views
    • 
    • Jim Chad
    • January 12, 2018

49. Profit Share Contribution

    By coleboy, January 12, 2018
    • 7 replies
    • 1.7k views
    • 
    • coleboy
    • January 12, 2018

50. Matching Contribution

    By Stash026, January 11, 2018
    • 7 replies
    • 1.7k views
    • 
    • Luke Bailey
    • January 11, 2018