401(k) Plans

19,450 topics in this forum

1. Missed Deferral - automatic enrollment

   By Chippy, February 23, 2018
   • 5 replies
   • 1k views
   • 
   • 401king
   • February 26, 2018

2. non-union EE now a union EE

   By wifrbr, February 23, 2018
   • 2 replies
   • 1.5k views
   • 
   • david rigby
   • February 24, 2018

3. Missed Deferral 2016 and 2017 - still fix?

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

4. Maximizing employer contributions / 415 limit

   By Guest tjt169, February 14, 2014
   • 17 replies
   • 6.4k views
   • 
   • Lou S.
   • February 22, 2018

5. Individual class based New Comparability

   By pjb1835, February 21, 2018
   • 11 replies
   • 3.1k views
   • 
   • chc93
   • February 22, 2018

6. Breaks in service while still employed

   By Loves401(k), February 20, 2018
   • 7 replies
   • 1.8k views
   • 
   • CJ Allen
   • February 22, 2018

7. Board Compensation and Individual 401k Plan

   By chriskkelly, February 20, 2018
   • 5 replies
   • 3.2k views
   • 
   • jpod
   • February 22, 2018

8. Related Organizations

   By TPA Bob, February 20, 2018   

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

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

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

10. compensation for calculation of safe harbor match

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

11. Using SS Retirement Age as Testing Age

    By austin3515, January 27, 2017
    • 7 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 20, 2018

12. Past SAR's to Lost Participant now found

    By Loves401(k), February 19, 2018
    • 2 replies
    • 883 views
    • 
    • ERISAAPPLE
    • February 19, 2018

13. Must the first day of a plan year be an entry date?

    By BG5150, December 4, 2015
    • 11 replies
    • 3.3k views
    • 
    • MWeddell
    • February 19, 2018

14. QJSA Spousal Consent in DC Plans

    By ERISAAPPLE, February 15, 2018   

    • spousal consent
    • 2012-3
    • (and 1 more)

      Tagged with:

      • spousal consent
      • 2012-3
      • qjsa
    • 6 replies
    • 2.4k views
    • 
    • Bird
    • February 19, 2018

15. safe harbor non-elective contribution

    By thepensionmaven, February 14, 2018
    • 4 replies
    • 641 views
    • 
    • 401king
    • February 16, 2018

16. solo 401k

    By Raj, February 15, 2018
    • 2 replies
    • 842 views
    • 
    • imchipbrown
    • February 15, 2018

17. Correcting Safe Harbor Plan

    By Madison71, February 12, 2018
    • 14 replies
    • 2.7k views
    • 
    • Luke Bailey
    • February 14, 2018

18. Roth Buy Back

    By Mr Bagwell, February 12, 2018   

    • roth
    • buy back
    • (and 1 more)

      Tagged with:

      • roth
      • buy back
      • basis
    • 13 replies
    • 2.1k views
    • 
    • Luke Bailey
    • February 14, 2018

19. Beneficiary - Spousal Consent

    By khn, February 14, 2018
    • 3 replies
    • 1.5k views
    • 
    • Peter Gulia
    • February 14, 2018

20. Including Owner taking Draw (no W-2) in ADP Testing?

    By lcollins300, February 12, 2018   

    • adp
    • 14 replies
    • 3.6k views
    • 
    • Luke Bailey
    • February 14, 2018

21. 401(k) Safe Harbor Match Controlled Group

    By TPA2015, February 12, 2018   

    • 401(k)
    • controlled group
    • (and 1 more)

      Tagged with:

      • 401(k)
      • controlled group
      • safe harbor
    • 3 replies
    • 1.5k views
    • 
    • Luke Bailey
    • February 14, 2018

22. Early entry of soon-to-be HCE

    By Flyboyjohn, February 7, 2018
    • 23 replies
    • 4.2k views
    • 
    • Larry Starr
    • February 13, 2018

23. Form 5330 - Excise Tax Deductibility for Federal and CA Return

    By khidalgo, February 13, 2018
    • 0 replies
    • 680 views
    • 
    • khidalgo
    • February 13, 2018

24. First time 5500 ez for a 15 year old account

    By Raj, February 12, 2018
    • 3 replies
    • 715 views
    • 
    • Tom Poje
    • February 12, 2018

25. Defining the “company” with which a participant meets a last-day condition

    By Peter Gulia, February 2, 2018
    • 11 replies
    • 1.7k views
    • 
    • card
    • February 12, 2018

26. Tax Cut Jobs Act / Hardship

    By austin3515, December 27, 2017
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • February 10, 2018

27. Eligible SelfEmployment Compensation for Profit Sharing Roth v Pretax

    By gdlfa, February 5, 2018
    • 5 replies
    • 1.3k views
    • 
    • gdlfa
    • February 9, 2018

28. 2 EMPLOYEE RETIREMENT PLAN _ TOP HEAVY

    By RRivera, February 8, 2018   

    • top heavy
    • 2 replies
    • 764 views
    • 
    • Tom Poje
    • February 9, 2018

29. Time Frame to pay off loan after participant terminates

    By Pammie57, February 8, 2018
    • 7 replies
    • 3.5k views
    • 
    • Bird
    • February 9, 2018

30. Possible Spinoff or Successor Plan?

    By hsctpa, February 8, 2018
    • 1 reply
    • 1.9k views
    • 
    • Luke Bailey
    • February 8, 2018

31. BRF testing for vesting

    By 30Rock, February 6, 2018
    • 6 replies
    • 1.4k views
    • 
    • Luke Bailey
    • February 8, 2018

32. ADP testing controlled group

    By JPete, February 8, 2018
    • 12 replies
    • 5.5k views
    • 
    • JPete
    • February 8, 2018

33. Updating 401(k) plan disability benefit claim procedures

    By prototypical, February 5, 2018
    • 13 replies
    • 3.2k views
    • 
    • Luke Bailey
    • February 8, 2018

34. Sec 409A comp eligible for 401k deferrals?

    By Amanda Newell, February 7, 2018   

    • 409a
    • 401k
    • 3 replies
    • 1.6k views
    • 
    • Amanda Newell
    • February 8, 2018

35. 415 Excess Contribution, 401(k) and Safe Harbor Match

    By imchipbrown, January 29, 2018
    • 14 replies
    • 4.1k views
    • 
    • imchipbrown
    • February 8, 2018

36. Safe Harbor as source for Insurance Premium?

    By Kac1214, February 6, 2018   

    • safe harbor
    • insurance premium
    • 5 replies
    • 1.2k views
    • 
    • Bird
    • February 7, 2018

37. Solo 401(k), First 5500, DFVC

    By 401king, February 6, 2018
    • 6 replies
    • 1.7k views
    • 
    • 401king
    • February 7, 2018

38. Are 3% SH plans exempt from Top Heavy

    By BG5150, February 6, 2018
    • 4 replies
    • 1.1k views
    • 
    • Bri
    • February 6, 2018

39. General Test - Same Dollar Amount to Everybody

    By Vlad401k, January 20, 2018
    • 37 replies
    • 6k views
    • 
    • austin3515
    • February 6, 2018

40. 1.410(b)-5 Code ABT Question

    By The 402"(G)", February 5, 2018   

    • abt
    • average benefits test
    • (and 1 more)

      Tagged with:

      • abt
      • average benefits test
      • benefit percentages
    • 2 replies
    • 893 views
    • 
    • The 402"(G)"
    • February 6, 2018

41. Excluding a NHCE from safe harbor

    By Tom, January 31, 2018
    • 3 replies
    • 2.8k views
    • 
    • ERISA1
    • February 6, 2018

42. Correcting for missed Opportunity for Voluntary After-Tax

    By Loves401(k), February 5, 2018
    • 1 reply
    • 743 views
    • 
    • Madison71
    • February 5, 2018

43. Puerto Rico Compensation

    By Doghouse, February 1, 2018
    • 6 replies
    • 1k views
    • 
    • Doghouse
    • February 5, 2018

44. Failing gateway test but passing rate groups and ABT

    By Pixie, February 2, 2018   

    • gateway
    • cross testing
    • 8 replies
    • 1.8k views
    • 
    • BG5150
    • February 5, 2018

45. Statutory Exclusion - Class Change

    By LKSmoke, February 2, 2018
    • 2 replies
    • 1.4k views
    • 
    • 401_noob
    • February 2, 2018

46. Rehire and no records to tell if they had a vested account balance

    By Loves401(k), January 31, 2018
    • 2 replies
    • 812 views
    • 
    • CuseFan
    • February 1, 2018

47. Calculating Gross Compensation from W-2 Involving RI-SDI

    By Silver, February 1, 2018   

    • sdi
    • tdi ri-sdi
    • (and 1 more)

      Tagged with:

      • sdi
      • tdi ri-sdi
      • gross compensation
    • 7 replies
    • 3k views
    • 
    • CuseFan
    • February 1, 2018

48. compensation

    By cdavis25, January 31, 2018
    • 1 reply
    • 930 views
    • 
    • Luke Bailey
    • February 1, 2018

49. Employer withholding 401K Match?

    By JackT, January 31, 2018
    • 4 replies
    • 1.4k views
    • 
    • Loves401(k)
    • January 31, 2018

50. Employee becomes agency temp, is he employed on the last day?

    By Jim Chad, January 30, 2018
    • 3 replies
    • 925 views
    • 
    • Luke Bailey
    • January 31, 2018