401(k) Plans

19,382 topics in this forum

1. 402g Limit exceeded where QNEC is used to fund missed contributions

   By legort69, May 31, 2016
   • 6 replies
   • 5k views
   • 
   • Loves401(k)
   • March 8, 2018

2. Multiple employer

   By cdavis25, March 8, 2018
   • 2 replies
   • 873 views
   • 
   • CuseFan
   • March 8, 2018

3. Only Owners in the Union

   By austin3515, March 4, 2018
   • 7 replies
   • 3.8k views
   • 
   • austin3515
   • March 8, 2018

4. Incorrect Matching contribution due to falsified payroll

   By Monica Barnard, March 7, 2018
   • 1 reply
   • 561 views
   • 
   • shERPA
   • March 7, 2018

5. eligibility

   By thepensionmaven, February 20, 2018
   • 2 replies
   • 575 views
   • 
   • thepensionmaven
   • March 7, 2018

6. Excess Deferral

   By mmustafa, March 2, 2018
   • 7 replies
   • 1.5k views
   • 
   • Tom Poje
   • March 7, 2018

7. From an LLP to a PC

   By ratherbereading, March 6, 2018
   • 3 replies
   • 717 views
   • 
   • Larry Starr
   • March 7, 2018

8. Corrective Distributions on the SAR

   By cpc0506, March 5, 2018   

   • sar
   • 8 replies
   • 1.1k views
   • 
   • Belgarath
   • March 7, 2018

9. Is default at the end of the 5 year loan period or the end of the grace period if later?

   By 30Rock, March 2, 2018
   • 12 replies
   • 2.5k views
   • 
   • Bird
   • March 7, 2018

10. Missed Deferrals and Confirmation of Corrections

    By 30Rock, March 6, 2018
    • 0 replies
    • 824 views
    • 
    • 30Rock
    • March 6, 2018

11. Coverage transition grace period for control group

    By ESI2015, March 5, 2018
    • 3 replies
    • 1.8k views
    • 
    • msmith
    • March 6, 2018

12. Safe Harbor Plans and 410(b)

    By ERISAAPPLE, March 4, 2018
    • 12 replies
    • 4.1k views
    • 
    • Mike Preston
    • March 6, 2018

13. Change to Definition of Disability

    By 7806akp, March 5, 2018   

    • is it a change to vesting schedule under 411(a)(10)?
    • 2 replies
    • 1.4k views
    • 
    • 7806akp
    • March 6, 2018

14. Merger/Acquisition where one corp sponsors a SIMPLE-IRA

    By Belgarath, March 6, 2018
    • 4 replies
    • 3.1k views
    • 
    • Belgarath
    • March 6, 2018

15. prior year testing-no match made in prior year

    By cpc0506, September 20, 2017
    • 13 replies
    • 3.2k views
    • 
    • BG5150
    • March 6, 2018

16. Trying to figure missed deferral

    By Loves401(k), March 2, 2018
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • March 6, 2018

17. Taking Back Matching Contribution?

    By Vlad401k, March 1, 2018
    • 9 replies
    • 2.2k views
    • 
    • Patricia Neal Jensen
    • March 5, 2018

18. Top Heavy Minimum When Key Defers less than 3%

    By lcollins300, March 1, 2018
    • 4 replies
    • 825 views
    • 
    • Kac1214
    • March 5, 2018

19. Safe Harbor Match Contribution Source

    By KevinMc, March 2, 2018
    • 2 replies
    • 801 views
    • 
    • Tom Poje
    • March 2, 2018

20. ADP / ACP Tests & Match Forfeitures vs. Refund

    By CLE401kGuy, March 1, 2018
    • 3 replies
    • 5k views
    • 
    • Tom Poje
    • March 2, 2018

21. 401 K deemed loan

    By teckert, February 23, 2018
    • 15 replies
    • 4.8k views
    • 
    • Bird
    • March 1, 2018

22. non-elective deposited each payroll

    By Chippy, February 28, 2018
    • 2 replies
    • 711 views
    • 
    • Luke Bailey
    • March 1, 2018

23. timing of deposits

    By thepensionmaven, February 27, 2018
    • 4 replies
    • 814 views
    • 
    • Luke Bailey
    • March 1, 2018

24. -11(g) to Integrate at 50% of Wage Base

    By austin3515, February 22, 2018
    • 35 replies
    • 2.7k views
    • 
    • shERPA
    • February 28, 2018

25. Rate of Match

    By Madison71, February 28, 2018
    • 8 replies
    • 997 views
    • 
    • mphs77
    • February 28, 2018

26. Distribution Timing Restrictions

    By TybeeGaSun, February 27, 2018
    • 6 replies
    • 1.3k views
    • 
    • Larry Starr
    • February 28, 2018

27. Failed Coverage Test

    By PFranckowiak, February 26, 2018
    • 11 replies
    • 1.5k views
    • 
    • Luke Bailey
    • February 27, 2018

28. fund matching true up... plus lost earnings?

    By WCC, February 23, 2018
    • 6 replies
    • 3.7k views
    • 
    • Luke Bailey
    • February 27, 2018

29. Otherwise excludable

    By cdavis25, February 27, 2018
    • 4 replies
    • 3.9k views
    • 
    • cdavis25
    • February 27, 2018

30. Prior Recordkeeper Not Providing Data for Old QDRO

    By cwallace, February 21, 2018
    • 21 replies
    • 2.4k views
    • 
    • ESOP Guy
    • February 27, 2018

31. First Calendar Year for purposes of RMD

    By jevd, February 23, 2018   

    • rmd
    • 5 replies
    • 1.3k views
    • 
    • card
    • February 27, 2018

32. Top-heavy minimum

    By austin3515, February 24, 2018
    • 3 replies
    • 813 views
    • 
    • PensionPro
    • February 26, 2018

33. Missed Deferral - automatic enrollment

    By Chippy, February 23, 2018
    • 5 replies
    • 949 views
    • 
    • 401king
    • February 26, 2018

34. non-union EE now a union EE

    By wifrbr, February 23, 2018
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • February 24, 2018

35. Missed Deferral 2016 and 2017 - still fix?

    By JKW, February 20, 2018
    • 3 replies
    • 681 views
    • 
    • Mike Preston
    • February 23, 2018

36. Maximizing employer contributions / 415 limit

    By Guest tjt169, February 14, 2014
    • 17 replies
    • 6k views
    • 
    • Lou S.
    • February 22, 2018

37. Individual class based New Comparability

    By pjb1835, February 21, 2018
    • 11 replies
    • 2.9k views
    • 
    • chc93
    • February 22, 2018

38. Breaks in service while still employed

    By Loves401(k), February 20, 2018
    • 7 replies
    • 1.7k views
    • 
    • CJ Allen
    • February 22, 2018

39. Board Compensation and Individual 401k Plan

    By chriskkelly, February 20, 2018
    • 5 replies
    • 3k views
    • 
    • jpod
    • February 22, 2018

40. Related Organizations

    By TPA Bob, February 20, 2018   

    • controlled group
    • affiliated service group
    • 1 reply
    • 514 views
    • 
    • Lou S.
    • February 20, 2018

41. so much for safe harbor, but...

    By Bri, February 19, 2018
    • 3 replies
    • 681 views
    • 
    • Bri
    • February 20, 2018

42. compensation for calculation of safe harbor match

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

43. Using SS Retirement Age as Testing Age

    By austin3515, January 27, 2017
    • 7 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 20, 2018

44. Past SAR's to Lost Participant now found

    By Loves401(k), February 19, 2018
    • 2 replies
    • 827 views
    • 
    • ERISAAPPLE
    • February 19, 2018

45. Must the first day of a plan year be an entry date?

    By BG5150, December 4, 2015
    • 11 replies
    • 3.1k views
    • 
    • MWeddell
    • February 19, 2018

46. 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

47. safe harbor non-elective contribution

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

48. solo 401k

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

49. Correcting Safe Harbor Plan

    By Madison71, February 12, 2018
    • 14 replies
    • 2.5k views
    • 
    • Luke Bailey
    • February 14, 2018

50. Roth Buy Back

    By Mr Bagwell, February 12, 2018   

    • roth
    • buy back
    • (and 1 more)

      Tagged with:

      • roth
      • buy back
      • basis
    • 13 replies
    • 1.9k views
    • 
    • Luke Bailey
    • February 14, 2018