401(k) Plans

19,450 topics in this forum

1. Late Deposit

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

2. 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
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • April 11, 2018

3. EACA Notice Requirement for Mid-Year Lookback

   By Gruegen, April 11, 2018
   • 1 reply
   • 1.1k views
   • 
   • BG5150
   • April 11, 2018

4. 1 year of Service

   By wifrbr, April 4, 2018
   • 14 replies
   • 5.3k views
   • 
   • Doc Ument
   • April 10, 2018

5. Schedule C compensation

   By pensionLifer, April 10, 2018
   • 5 replies
   • 2.7k views
   • 
   • Larry Starr
   • April 10, 2018

6. excluding hce from safe harbor in a board res

   By hileman, April 10, 2018
   • 2 replies
   • 1.1k views
   • 
   • Larry Starr
   • April 10, 2018

7. Successor Plan?

   By Kac1214, April 4, 2018
   • 7 replies
   • 1k views
   • 
   • Luke Bailey
   • April 10, 2018

8. 401K 2nd Loan

   By MareiL, April 8, 2018
   • 5 replies
   • 9.7k views
   • 
   • MareiL
   • April 10, 2018

9. Forfeitures in late correction of ACP failure

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

10. Hardship withdrawals

    By thepensionmaven, April 10, 2018   

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

11. accrual of elective deferral

    By thepensionmaven, April 4, 2018   

    • accrual
    • 7 replies
    • 1.2k views
    • 
    • thepensionmaven
    • April 10, 2018

12. ADP Excess Contribution Recharacterization

    By TheoDawg, April 6, 2018
    • 2 replies
    • 1.8k views
    • 
    • Luke Bailey
    • April 9, 2018

13. Safe harbor non-elective not yet made

    By thepensionmaven, May 24, 2017
    • 27 replies
    • 9.3k views
    • 
    • 401(k)athryn
    • April 6, 2018

14. Late Forms 1099R

    By CLKent23, April 3, 2018
    • 5 replies
    • 1.8k views
    • 
    • JamesK
    • April 6, 2018

15. Non-Resident Trustee

    By wifrbr, April 2, 2018
    • 6 replies
    • 2.3k views
    • 
    • QP_Guy
    • April 5, 2018

16. 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
    • 2.4k views
    • 
    • ETA Consulting LLC
    • April 5, 2018

17. Interest calc on excess deferrals

    By thepensionmaven, April 4, 2018   

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

18. 415c Maximum Contributions

    By Marlene, January 24, 2018   

    • cross testing
    • 12 replies
    • 3.2k views
    • 
    • msmith
    • April 4, 2018

19. Safe Harbor Hardship Distribution and 409A

    By Randy Watson, February 12, 2008
    • 9 replies
    • 5.2k views
    • 
    • XTitan
    • April 4, 2018

20. Safe Harbor & Participation Comp

    By ERISAAPPLE, March 29, 2018
    • 4 replies
    • 1.3k views
    • 
    • ERISAAPPLE
    • April 4, 2018

21. missed deferral incorrect correction

    By K2retire, April 3, 2018   

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

22. Plan Eligibility

    By EBDI, April 2, 2018
    • 5 replies
    • 1.4k views
    • 
    • EBDI
    • April 3, 2018

23. Sole Prop with No Income

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

24. Failed ADP Test

    By coleboy, March 27, 2018
    • 15 replies
    • 3.4k views
    • 
    • Bird
    • April 2, 2018

25. In Home Supported Services (IHSS)

    By Jennie, March 30, 2018
    • 6 replies
    • 6.9k views
    • 
    • Jennie
    • April 2, 2018

26. Help needed...tough situation

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

27. Missed Deferrals Less Than 3 months

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

28. 401k Overcontribution Correction

    By Doghouse, March 27, 2018
    • 7 replies
    • 2.2k views
    • 
    • ERISAAPPLE
    • March 30, 2018

29. Enrollment

    By mjf06241972, March 28, 2018   

    • enrollment 401k employees
    • 6 replies
    • 2.3k views
    • 
    • Kevin C
    • March 29, 2018

30. Mid-year Amendment to a Safe Harbor Plan

    By austin3515, March 28, 2018
    • 21 replies
    • 4.7k views
    • 
    • austin3515
    • March 29, 2018

31. 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
    • 1.9k views
    • 
    • Luke Bailey
    • March 28, 2018

32. QNEC & Catch-up

    By wifrbr, March 28, 2018
    • 3 replies
    • 1.1k views
    • 
    • Kac1214
    • March 28, 2018

33. Control Group Issues

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

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

    By Guest skos, August 21, 2008
    • 17 replies
    • 5.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 27, 2018

35. Revised ADP refunds because of bad compensation

    By pholosofizer, March 23, 2018
    • 9 replies
    • 3k views
    • 
    • BG5150
    • March 27, 2018

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

    By dan.jock, March 20, 2018
    • 11 replies
    • 1.6k views
    • 
    • austin3515
    • March 27, 2018

37. LLC Partnership Draws

    By coleboy, March 25, 2018
    • 3 replies
    • 1.1k views
    • 
    • Loves401(k)
    • March 26, 2018

38. W-2 Income

    By coleboy, March 25, 2018
    • 2 replies
    • 1.3k views
    • 
    • RatherBeGolfing
    • March 25, 2018

39. 401K Held Hostage

    By MarkGAllen, March 22, 2018
    • 17 replies
    • 2.8k views
    • 
    • card
    • March 24, 2018

40. Controlled Group Transition Rule Applicablity

    By Young Curmudgeon, March 22, 2018
    • 1 reply
    • 1.5k views
    • 
    • Luke Bailey
    • March 23, 2018

41. Benefit Rights & Features Issue - Timing of PS Allocation?

    By moose401k, March 22, 2018   

    • brf issue
    • 7 replies
    • 1.4k views
    • 
    • Bird
    • March 23, 2018

42. Loans options in M&A

    By udbelv1115, March 21, 2018
    • 11 replies
    • 2.7k views
    • 
    • Luke Bailey
    • March 22, 2018

43. Distributions from nonqualified deferred comp plan

    By JRN, March 20, 2018
    • 3 replies
    • 1.5k views
    • 
    • EBECatty
    • March 22, 2018

44. failure to implement deferral election SH nonelective plan

    By dyepsen, March 20, 2018
    • 1 reply
    • 700 views
    • 
    • Madison71
    • March 21, 2018

45. HCE excluded from 3% SH. Still get a TH pass?

    By BG5150, March 20, 2018
    • 6 replies
    • 1.6k views
    • 
    • Lou S.
    • March 20, 2018

46. Missed PSP Contribution - plan previously terminated

    By Good401(k), March 13, 2018   

    • 401(a)
    • profit-sharing
    • (and 2 more)

      Tagged with:

      • 401(a)
      • profit-sharing
      • missed contribution
      • corrective contribution
    • 4 replies
    • 1.3k views
    • 
    • Bob the Swimmer
    • March 18, 2018

47. Safe Harbor 401(k) termination

    By R. Butler, March 16, 2018
    • 1 reply
    • 1.2k views
    • 
    • Below Ground
    • March 16, 2018

48. Other Documents "Exclude" Compensation

    By EBECatty, March 13, 2018
    • 9 replies
    • 2.6k views
    • 
    • Luke Bailey
    • March 15, 2018

49. So much for business friendly...

    By austin3515, January 4, 2018
    • 25 replies
    • 3.5k views
    • 
    • MoJo
    • March 15, 2018

50. Coverage Failure, no correction action needed?

    By John Feldt ERPA CPC QPA, March 12, 2018   

    • 410(b)
    • qnec
    • (and 2 more)

      Tagged with:

      • 410(b)
      • qnec
      • coverage
      • 0% nhce deferral
    • 7 replies
    • 3.2k views
    • 
    • Kevin C
    • March 15, 2018