401(k) Plans

19,516 topics in this forum

1. Interesting Update On VCP Fees (not exciting news)

   By austin3515, April 18, 2018
   • 2 replies
   • 803 views
   • 
   • austin3515
   • April 18, 2018

2. 401K DISTRIBUTION ERRORS

   By dave 222, April 13, 2018
   • 6 replies
   • 1.8k views
   • 
   • BG5150
   • April 18, 2018

3. Excluding some NHCE from Safe Harbor Match

   By BG5150, April 18, 2018
   • 5 replies
   • 1.7k views
   • 
   • ERISAAPPLE
   • April 18, 2018

4. Terminating Money Purchase Plan - Starting new 401k Plan

   By coleboy, April 18, 2018
   • 6 replies
   • 1.8k views
   • 
   • CuseFan
   • April 18, 2018

5. failure to implement auto escalation

   By K2retire, April 18, 2018
   • 0 replies
   • 1.1k views
   • 
   • K2retire
   • April 18, 2018

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

   By Erica23, April 16, 2018
   • 11 replies
   • 1.4k views
   • 
   • Tom Poje
   • April 17, 2018

7. Safe harbor plan with enhanced match and additional match

   By 30Rock, April 4, 2018
   • 5 replies
   • 2.6k views
   • 
   • MWeddell
   • April 16, 2018

8. Controlled Group - combined testing

   By RPC-TPA, April 16, 2018
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • April 16, 2018

9. 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
   • 5.6k views
   • 
   • ERISAAPPLE
   • April 16, 2018

10. 401(k) participation by credit card tips

    By dan654083, April 7, 2018
    • 5 replies
    • 2.3k views
    • 
    • MWeddell
    • April 16, 2018

11. Match contribution based on service

    By Santo Gold, April 12, 2018
    • 5 replies
    • 2.7k views
    • 
    • MWeddell
    • April 16, 2018

12. Deferral rate changes for money earned but not paid

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

13. Automatic Enrollment - notice not provided

    By Tinman, April 12, 2018
    • 1 reply
    • 3.3k views
    • 
    • Kevin C
    • April 13, 2018

14. entered early by mistake

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

15. Partners & K- 1 Earnings

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

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

    By AATPA, April 11, 2018   

    • catch-up
    • off-calendar
    • 9 replies
    • 3.9k views
    • 
    • AATPA
    • April 12, 2018

17. Late Deposit

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

18. 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
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • April 11, 2018

19. EACA Notice Requirement for Mid-Year Lookback

    By Gruegen, April 11, 2018
    • 1 reply
    • 1.3k views
    • 
    • BG5150
    • April 11, 2018

20. 1 year of Service

    By wifrbr, April 4, 2018
    • 14 replies
    • 6.2k views
    • 
    • Doc Ument
    • April 10, 2018

21. Schedule C compensation

    By pensionLifer, April 10, 2018
    • 5 replies
    • 3.4k views
    • 
    • Larry Starr
    • April 10, 2018

22. excluding hce from safe harbor in a board res

    By hileman, April 10, 2018
    • 2 replies
    • 1.3k views
    • 
    • Larry Starr
    • April 10, 2018

23. Successor Plan?

    By Kac1214, April 4, 2018
    • 7 replies
    • 1.3k views
    • 
    • Luke Bailey
    • April 10, 2018

24. 401K 2nd Loan

    By MareiL, April 8, 2018
    • 5 replies
    • 10.1k views
    • 
    • MareiL
    • April 10, 2018

25. Forfeitures in late correction of ACP failure

    By CuseFan, April 9, 2018
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • April 10, 2018

26. Hardship withdrawals

    By thepensionmaven, April 10, 2018   

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

27. accrual of elective deferral

    By thepensionmaven, April 4, 2018   

    • accrual
    • 7 replies
    • 1.6k views
    • 
    • thepensionmaven
    • April 10, 2018

28. ADP Excess Contribution Recharacterization

    By TheoDawg, April 6, 2018
    • 2 replies
    • 2.1k views
    • 
    • Luke Bailey
    • April 9, 2018

29. Safe harbor non-elective not yet made

    By thepensionmaven, May 24, 2017
    • 27 replies
    • 10.1k views
    • 
    • 401(k)athryn
    • April 6, 2018

30. Late Forms 1099R

    By CLKent23, April 3, 2018
    • 5 replies
    • 2.1k views
    • 
    • JamesK
    • April 6, 2018

31. Non-Resident Trustee

    By wifrbr, April 2, 2018
    • 6 replies
    • 2.6k views
    • 
    • QP_Guy
    • April 5, 2018

32. 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
    • 2.8k views
    • 
    • ETA Consulting LLC
    • April 5, 2018

33. Interest calc on excess deferrals

    By thepensionmaven, April 4, 2018   

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

34. 415c Maximum Contributions

    By Marlene, January 24, 2018   

    • cross testing
    • 12 replies
    • 3.6k views
    • 
    • msmith
    • April 4, 2018

35. Safe Harbor Hardship Distribution and 409A

    By Randy Watson, February 12, 2008
    • 9 replies
    • 5.5k views
    • 
    • XTitan
    • April 4, 2018

36. Safe Harbor & Participation Comp

    By ERISAAPPLE, March 29, 2018
    • 4 replies
    • 1.5k views
    • 
    • ERISAAPPLE
    • April 4, 2018

37. missed deferral incorrect correction

    By K2retire, April 3, 2018   

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

38. Plan Eligibility

    By EBDI, April 2, 2018
    • 5 replies
    • 1.7k views
    • 
    • EBDI
    • April 3, 2018

39. Sole Prop with No Income

    By Earl, April 1, 2018
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • April 3, 2018

40. Failed ADP Test

    By coleboy, March 27, 2018
    • 15 replies
    • 3.9k views
    • 
    • Bird
    • April 2, 2018

41. In Home Supported Services (IHSS)

    By Jennie, March 30, 2018
    • 6 replies
    • 7.4k views
    • 
    • Jennie
    • April 2, 2018

42. Help needed...tough situation

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

43. Missed Deferrals Less Than 3 months

    By coleboy, March 30, 2018
    • 5 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • March 30, 2018

44. 401k Overcontribution Correction

    By Doghouse, March 27, 2018
    • 7 replies
    • 2.5k views
    • 
    • ERISAAPPLE
    • March 30, 2018

45. Enrollment

    By mjf06241972, March 28, 2018   

    • enrollment 401k employees
    • 6 replies
    • 2.6k views
    • 
    • Kevin C
    • March 29, 2018

46. Mid-year Amendment to a Safe Harbor Plan

    By austin3515, March 28, 2018
    • 21 replies
    • 5.2k views
    • 
    • austin3515
    • March 29, 2018

47. 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
    • 2.2k views
    • 
    • Luke Bailey
    • March 28, 2018

48. QNEC & Catch-up

    By wifrbr, March 28, 2018
    • 3 replies
    • 1.4k views
    • 
    • Kac1214
    • March 28, 2018

49. Control Group Issues

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

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

    By Guest skos, August 21, 2008
    • 17 replies
    • 5.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 27, 2018