401(k) Plans

19,490 topics in this forum

1. Safe Harbor to prior year term?

   By jmartin, March 1, 2018
   • 15 replies
   • 3.4k views
   • 
   • Tom Poje
   • March 9, 2018

2. terminating of safe harbor mid year

   By Scuba 401, March 9, 2018
   • 1 reply
   • 779 views
   • 
   • EBECatty
   • March 9, 2018

3. ACP test

   By cdavis25, March 8, 2018
   • 3 replies
   • 916 views
   • 
   • BG5150
   • March 9, 2018

4. Compensation for ADP/ACP Test

   By pam@bbm, March 6, 2018
   • 7 replies
   • 6.2k views
   • 
   • Tom Poje
   • March 9, 2018

5. Related Money Purchase Rollover in 401(k) Profit Sharing Plan

   By CLE401kGuy, January 16, 2014
   • 8 replies
   • 1.8k views
   • 
   • Bird
   • March 9, 2018

6. Epcrs Correction for 3% SH with Non Safe Harbor Match

   By Mr Bagwell, March 8, 2018   

   • epcrs
   • sh non elective
   • (and 1 more)

     Tagged with:

     • epcrs
     • sh non elective
     • match
   • 3 replies
   • 1.3k views
   • 
   • Madison71
   • March 9, 2018

7. Controlled Group - Attribution

   By Vlad401k, March 8, 2018
   • 4 replies
   • 712 views
   • 
   • Vlad401k
   • March 8, 2018

8. Corrective Contributions and 402(g) Limit

   By Guest pcohen, August 20, 2008
   • 4 replies
   • 4.1k views
   • 
   • Loves401(k)
   • March 8, 2018

9. 402g Limit exceeded where QNEC is used to fund missed contributions

   By legort69, May 31, 2016
   • 6 replies
   • 5.4k views
   • 
   • Loves401(k)
   • March 8, 2018

10. Multiple employer

    By cdavis25, March 8, 2018
    • 2 replies
    • 1.1k views
    • 
    • CuseFan
    • March 8, 2018

11. Only Owners in the Union

    By austin3515, March 4, 2018
    • 7 replies
    • 4.3k views
    • 
    • austin3515
    • March 8, 2018

12. Incorrect Matching contribution due to falsified payroll

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

13. eligibility

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

14. Excess Deferral

    By mmustafa, March 2, 2018
    • 7 replies
    • 1.8k views
    • 
    • Tom Poje
    • March 7, 2018

15. From an LLP to a PC

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

16. Corrective Distributions on the SAR

    By cpc0506, March 5, 2018   

    • sar
    • 8 replies
    • 1.4k views
    • 
    • Belgarath
    • March 7, 2018

17. 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
    • 3k views
    • 
    • Bird
    • March 7, 2018

18. Missed Deferrals and Confirmation of Corrections

    By 30Rock, March 6, 2018
    • 0 replies
    • 1k views
    • 
    • 30Rock
    • March 6, 2018

19. Coverage transition grace period for control group

    By ESI2015, March 5, 2018
    • 3 replies
    • 2.1k views
    • 
    • msmith
    • March 6, 2018

20. Safe Harbor Plans and 410(b)

    By ERISAAPPLE, March 4, 2018
    • 12 replies
    • 4.5k views
    • 
    • Mike Preston
    • March 6, 2018

21. Change to Definition of Disability

    By 7806akp, March 5, 2018   

    • is it a change to vesting schedule under 411(a)(10)?
    • 2 replies
    • 1.6k views
    • 
    • 7806akp
    • March 6, 2018

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

    By Belgarath, March 6, 2018
    • 4 replies
    • 3.4k views
    • 
    • Belgarath
    • March 6, 2018

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

    By cpc0506, September 20, 2017
    • 13 replies
    • 3.5k views
    • 
    • BG5150
    • March 6, 2018

24. Trying to figure missed deferral

    By Loves401(k), March 2, 2018
    • 3 replies
    • 1.9k views
    • 
    • Belgarath
    • March 6, 2018

25. Taking Back Matching Contribution?

    By Vlad401k, March 1, 2018
    • 9 replies
    • 2.5k views
    • 
    • Patricia Neal Jensen
    • March 5, 2018

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

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

27. Safe Harbor Match Contribution Source

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

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

    By CLE401kGuy, March 1, 2018
    • 3 replies
    • 5.4k views
    • 
    • Tom Poje
    • March 2, 2018

29. 401 K deemed loan

    By teckert, February 23, 2018
    • 15 replies
    • 7k views
    • 
    • Bird
    • March 1, 2018

30. non-elective deposited each payroll

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

31. timing of deposits

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

32. -11(g) to Integrate at 50% of Wage Base

    By austin3515, February 22, 2018
    • 35 replies
    • 3.5k views
    • 
    • shERPA
    • February 28, 2018

33. Rate of Match

    By Madison71, February 28, 2018
    • 8 replies
    • 1.3k views
    • 
    • mphs77
    • February 28, 2018

34. Distribution Timing Restrictions

    By TybeeGaSun, February 27, 2018
    • 6 replies
    • 1.7k views
    • 
    • Larry Starr
    • February 28, 2018

35. Failed Coverage Test

    By PFranckowiak, February 26, 2018
    • 11 replies
    • 1.7k views
    • 
    • Luke Bailey
    • February 27, 2018

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

    By WCC, February 23, 2018
    • 6 replies
    • 4.4k views
    • 
    • Luke Bailey
    • February 27, 2018

37. Otherwise excludable

    By cdavis25, February 27, 2018
    • 4 replies
    • 4.2k views
    • 
    • cdavis25
    • February 27, 2018

38. Prior Recordkeeper Not Providing Data for Old QDRO

    By cwallace, February 21, 2018
    • 21 replies
    • 3k views
    • 
    • ESOP Guy
    • February 27, 2018

39. First Calendar Year for purposes of RMD

    By jevd, February 23, 2018   

    • rmd
    • 5 replies
    • 1.5k views
    • 
    • card
    • February 27, 2018

40. Top-heavy minimum

    By austin3515, February 24, 2018
    • 3 replies
    • 1k views
    • 
    • PensionPro
    • February 26, 2018

41. Missed Deferral - automatic enrollment

    By Chippy, February 23, 2018
    • 5 replies
    • 1.1k views
    • 
    • 401king
    • February 26, 2018

42. non-union EE now a union EE

    By wifrbr, February 23, 2018
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • February 24, 2018

43. Missed Deferral 2016 and 2017 - still fix?

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

44. Maximizing employer contributions / 415 limit

    By Guest tjt169, February 14, 2014
    • 17 replies
    • 6.6k views
    • 
    • Lou S.
    • February 22, 2018

45. Individual class based New Comparability

    By pjb1835, February 21, 2018
    • 11 replies
    • 3.4k views
    • 
    • chc93
    • February 22, 2018

46. Breaks in service while still employed

    By Loves401(k), February 20, 2018
    • 7 replies
    • 1.9k views
    • 
    • CJ Allen
    • February 22, 2018

47. Board Compensation and Individual 401k Plan

    By chriskkelly, February 20, 2018
    • 5 replies
    • 3.4k views
    • 
    • jpod
    • February 22, 2018

48. Related Organizations

    By TPA Bob, February 20, 2018   

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

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

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

50. compensation for calculation of safe harbor match

    By thepensionmaven, February 19, 2018
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • February 20, 2018