401(k) Plans

19,499 topics in this forum

1. ADP Test Failure - not enough in 401(k) Account due to Loan

   By Towanda, March 12, 2018
   • 7 replies
   • 2.7k views
   • 
   • Tom Poje
   • March 14, 2018

2. ADP Refund for deceased participant

   By buckaroo, March 10, 2014
   • 2 replies
   • 3.2k views
   • 
   • jpod
   • March 14, 2018

3. Related employers, Safe Harbor/Profit Sharing allocation, 414s test

   By MLML, March 13, 2018
   • 1 reply
   • 943 views
   • 
   • Kevin C
   • March 13, 2018

4. 401(k) Plans for Loans Only?

   By coleboy, March 12, 2018
   • 9 replies
   • 1.8k views
   • 
   • Mike Preston
   • March 12, 2018

5. Deducted too much pretax

   By Loves401(k), March 9, 2018
   • 7 replies
   • 2.5k views
   • 
   • Luke Bailey
   • March 12, 2018

6. Is corrective QNEC counted in 402(g) limit?

   By Loves401(k), March 7, 2018
   • 4 replies
   • 5.4k views
   • 
   • CJ Allen
   • March 12, 2018

7. late deposit of safe harbor match

   By thepensionmaven, March 6, 2018
   • 15 replies
   • 3.7k views
   • 
   • BG5150
   • March 9, 2018

8. QACA Amendment

   By 30Rock, March 8, 2018
   • 7 replies
   • 1.5k views
   • 
   • stephen
   • March 9, 2018

9. Is this eligibiltiy for 401(k) ok?

   By BG5150, March 9, 2018
   • 5 replies
   • 1.1k views
   • 
   • Belgarath
   • March 9, 2018

10. Safe Harbor to prior year term?

    By jmartin, March 1, 2018
    • 15 replies
    • 3.6k views
    • 
    • Tom Poje
    • March 9, 2018

11. terminating of safe harbor mid year

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

12. ACP test

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

13. Compensation for ADP/ACP Test

    By pam@bbm, March 6, 2018
    • 7 replies
    • 6.3k views
    • 
    • Tom Poje
    • March 9, 2018

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

    By CLE401kGuy, January 16, 2014
    • 8 replies
    • 1.9k views
    • 
    • Bird
    • March 9, 2018

15. 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

16. Controlled Group - Attribution

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

17. Corrective Contributions and 402(g) Limit

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

18. 402g Limit exceeded where QNEC is used to fund missed contributions

    By legort69, May 31, 2016
    • 6 replies
    • 5.5k views
    • 
    • Loves401(k)
    • March 8, 2018

19. Multiple employer

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

20. Only Owners in the Union

    By austin3515, March 4, 2018
    • 7 replies
    • 4.5k views
    • 
    • austin3515
    • March 8, 2018

21. Incorrect Matching contribution due to falsified payroll

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

22. eligibility

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

23. Excess Deferral

    By mmustafa, March 2, 2018
    • 7 replies
    • 1.9k views
    • 
    • Tom Poje
    • March 7, 2018

24. From an LLP to a PC

    By ratherbereading, March 6, 2018
    • 3 replies
    • 1k views
    • 
    • Larry Starr
    • March 7, 2018

25. Corrective Distributions on the SAR

    By cpc0506, March 5, 2018   

    • sar
    • 8 replies
    • 1.5k views
    • 
    • Belgarath
    • March 7, 2018

26. 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
    • 3.1k views
    • 
    • Bird
    • March 7, 2018

27. Missed Deferrals and Confirmation of Corrections

    By 30Rock, March 6, 2018
    • 0 replies
    • 1.1k views
    • 
    • 30Rock
    • March 6, 2018

28. Coverage transition grace period for control group

    By ESI2015, March 5, 2018
    • 3 replies
    • 2.2k views
    • 
    • msmith
    • March 6, 2018

29. Safe Harbor Plans and 410(b)

    By ERISAAPPLE, March 4, 2018
    • 12 replies
    • 4.6k views
    • 
    • Mike Preston
    • March 6, 2018

30. Change to Definition of Disability

    By 7806akp, March 5, 2018   

    • is it a change to vesting schedule under 411(a)(10)?
    • 2 replies
    • 1.7k views
    • 
    • 7806akp
    • March 6, 2018

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

    By Belgarath, March 6, 2018
    • 4 replies
    • 3.5k views
    • 
    • Belgarath
    • March 6, 2018

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

    By cpc0506, September 20, 2017
    • 13 replies
    • 3.7k views
    • 
    • BG5150
    • March 6, 2018

33. Trying to figure missed deferral

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

34. Taking Back Matching Contribution?

    By Vlad401k, March 1, 2018
    • 9 replies
    • 2.6k views
    • 
    • Patricia Neal Jensen
    • March 5, 2018

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

    By lcollins300, March 1, 2018
    • 4 replies
    • 1.1k views
    • 
    • Kac1214
    • March 5, 2018

36. Safe Harbor Match Contribution Source

    By KevinMc, March 2, 2018
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • March 2, 2018

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

    By CLE401kGuy, March 1, 2018
    • 3 replies
    • 5.5k views
    • 
    • Tom Poje
    • March 2, 2018

38. 401 K deemed loan

    By teckert, February 23, 2018
    • 15 replies
    • 7.1k views
    • 
    • Bird
    • March 1, 2018

39. non-elective deposited each payroll

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

40. timing of deposits

    By thepensionmaven, February 27, 2018
    • 4 replies
    • 1.1k views
    • 
    • Luke Bailey
    • March 1, 2018

41. -11(g) to Integrate at 50% of Wage Base

    By austin3515, February 22, 2018
    • 35 replies
    • 3.7k views
    • 
    • shERPA
    • February 28, 2018

42. Rate of Match

    By Madison71, February 28, 2018
    • 8 replies
    • 1.4k views
    • 
    • mphs77
    • February 28, 2018

43. Distribution Timing Restrictions

    By TybeeGaSun, February 27, 2018
    • 6 replies
    • 1.8k views
    • 
    • Larry Starr
    • February 28, 2018

44. Failed Coverage Test

    By PFranckowiak, February 26, 2018
    • 11 replies
    • 1.8k views
    • 
    • Luke Bailey
    • February 27, 2018

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

    By WCC, February 23, 2018
    • 6 replies
    • 4.5k views
    • 
    • Luke Bailey
    • February 27, 2018

46. Otherwise excludable

    By cdavis25, February 27, 2018
    • 4 replies
    • 4.3k views
    • 
    • cdavis25
    • February 27, 2018

47. Prior Recordkeeper Not Providing Data for Old QDRO

    By cwallace, February 21, 2018
    • 21 replies
    • 3.2k views
    • 
    • ESOP Guy
    • February 27, 2018

48. First Calendar Year for purposes of RMD

    By jevd, February 23, 2018   

    • rmd
    • 5 replies
    • 1.6k views
    • 
    • card
    • February 27, 2018

49. Top-heavy minimum

    By austin3515, February 24, 2018
    • 3 replies
    • 1.1k views
    • 
    • PensionPro
    • February 26, 2018

50. Missed Deferral - automatic enrollment

    By Chippy, February 23, 2018
    • 5 replies
    • 1.2k views
    • 
    • 401king
    • February 26, 2018