401(k) Plans

19,534 topics in this forum

1. 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
   • 3k views
   • 
   • ETA Consulting LLC
   • April 5, 2018

2. Interest calc on excess deferrals

   By thepensionmaven, April 4, 2018   

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

3. 415c Maximum Contributions

   By Marlene, January 24, 2018   

   • cross testing
   • 12 replies
   • 3.7k views
   • 
   • msmith
   • April 4, 2018

4. Safe Harbor Hardship Distribution and 409A

   By Randy Watson, February 12, 2008
   • 9 replies
   • 5.6k views
   • 
   • XTitan
   • April 4, 2018

5. Safe Harbor & Participation Comp

   By ERISAAPPLE, March 29, 2018
   • 4 replies
   • 1.6k views
   • 
   • ERISAAPPLE
   • April 4, 2018

6. missed deferral incorrect correction

   By K2retire, April 3, 2018   

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

7. Plan Eligibility

   By EBDI, April 2, 2018
   • 5 replies
   • 1.8k views
   • 
   • EBDI
   • April 3, 2018

8. Sole Prop with No Income

   By Earl, April 1, 2018
   • 5 replies
   • 1.2k views
   • 
   • BG5150
   • April 3, 2018

9. Failed ADP Test

   By coleboy, March 27, 2018
   • 15 replies
   • 4.1k views
   • 
   • Bird
   • April 2, 2018

10. In Home Supported Services (IHSS)

    By Jennie, March 30, 2018
    • 6 replies
    • 7.7k views
    • 
    • Jennie
    • April 2, 2018

11. Help needed...tough situation

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

12. Missed Deferrals Less Than 3 months

    By coleboy, March 30, 2018
    • 5 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 30, 2018

13. 401k Overcontribution Correction

    By Doghouse, March 27, 2018
    • 7 replies
    • 2.6k views
    • 
    • ERISAAPPLE
    • March 30, 2018

14. Enrollment

    By mjf06241972, March 28, 2018   

    • enrollment 401k employees
    • 6 replies
    • 2.7k views
    • 
    • Kevin C
    • March 29, 2018

15. Mid-year Amendment to a Safe Harbor Plan

    By austin3515, March 28, 2018
    • 21 replies
    • 5.4k views
    • 
    • austin3515
    • March 29, 2018

16. 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
    • 2.3k views
    • 
    • Luke Bailey
    • March 28, 2018

17. QNEC & Catch-up

    By wifrbr, March 28, 2018
    • 3 replies
    • 1.5k views
    • 
    • Kac1214
    • March 28, 2018

18. Control Group Issues

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

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

    By Guest skos, August 21, 2008
    • 17 replies
    • 5.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 27, 2018

20. Revised ADP refunds because of bad compensation

    By pholosofizer, March 23, 2018
    • 9 replies
    • 3.5k views
    • 
    • BG5150
    • March 27, 2018

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

    By dan.jock, March 20, 2018
    • 11 replies
    • 2.3k views
    • 
    • austin3515
    • March 27, 2018

22. LLC Partnership Draws

    By coleboy, March 25, 2018
    • 3 replies
    • 1.8k views
    • 
    • Loves401(k)
    • March 26, 2018

23. W-2 Income

    By coleboy, March 25, 2018
    • 2 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • March 25, 2018

24. 401K Held Hostage

    By MarkGAllen, March 22, 2018
    • 17 replies
    • 3.8k views
    • 
    • card
    • March 24, 2018

25. Controlled Group Transition Rule Applicablity

    By Young Curmudgeon, March 22, 2018
    • 1 reply
    • 1.8k views
    • 
    • Luke Bailey
    • March 23, 2018

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

    By moose401k, March 22, 2018   

    • brf issue
    • 7 replies
    • 1.9k views
    • 
    • Bird
    • March 23, 2018

27. Loans options in M&A

    By udbelv1115, March 21, 2018
    • 11 replies
    • 3.2k views
    • 
    • Luke Bailey
    • March 22, 2018

28. Distributions from nonqualified deferred comp plan

    By JRN, March 20, 2018
    • 3 replies
    • 2k views
    • 
    • EBECatty
    • March 22, 2018

29. failure to implement deferral election SH nonelective plan

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

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

    By BG5150, March 20, 2018
    • 6 replies
    • 2k views
    • 
    • Lou S.
    • March 20, 2018

31. 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
    • 1.7k views
    • 
    • Bob the Swimmer
    • March 18, 2018

32. Safe Harbor 401(k) termination

    By R. Butler, March 16, 2018
    • 1 reply
    • 1.4k views
    • 
    • Below Ground
    • March 16, 2018

33. Other Documents "Exclude" Compensation

    By EBECatty, March 13, 2018
    • 9 replies
    • 3.3k views
    • 
    • Luke Bailey
    • March 15, 2018

34. So much for business friendly...

    By austin3515, January 4, 2018
    • 25 replies
    • 4.6k views
    • 
    • MoJo
    • March 15, 2018

35. 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
    • 3.6k views
    • 
    • Kevin C
    • March 15, 2018

36. owner w/0 hrs, max pay

    By TPApril, March 2, 2018
    • 12 replies
    • 1.7k views
    • 
    • Patricia Neal Jensen
    • March 14, 2018

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

    By Towanda, March 12, 2018
    • 7 replies
    • 2.9k views
    • 
    • Tom Poje
    • March 14, 2018

38. ADP Refund for deceased participant

    By buckaroo, March 10, 2014
    • 2 replies
    • 3.3k views
    • 
    • jpod
    • March 14, 2018

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

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

40. 401(k) Plans for Loans Only?

    By coleboy, March 12, 2018
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • March 12, 2018

41. Deducted too much pretax

    By Loves401(k), March 9, 2018
    • 7 replies
    • 2.6k views
    • 
    • Luke Bailey
    • March 12, 2018

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

    By Loves401(k), March 7, 2018
    • 4 replies
    • 5.5k views
    • 
    • CJ Allen
    • March 12, 2018

43. late deposit of safe harbor match

    By thepensionmaven, March 6, 2018
    • 15 replies
    • 4.1k views
    • 
    • BG5150
    • March 9, 2018

44. QACA Amendment

    By 30Rock, March 8, 2018
    • 7 replies
    • 1.8k views
    • 
    • stephen
    • March 9, 2018

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

    By BG5150, March 9, 2018
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • March 9, 2018

46. Safe Harbor to prior year term?

    By jmartin, March 1, 2018
    • 15 replies
    • 4.2k views
    • 
    • Tom Poje
    • March 9, 2018

47. terminating of safe harbor mid year

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

48. ACP test

    By cdavis25, March 8, 2018
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 9, 2018

49. Compensation for ADP/ACP Test

    By pam@bbm, March 6, 2018
    • 7 replies
    • 6.6k views
    • 
    • Tom Poje
    • March 9, 2018

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

    By CLE401kGuy, January 16, 2014
    • 8 replies
    • 2k views
    • 
    • Bird
    • March 9, 2018