401(k) Plans

19,299 topics in this forum

1. Fixing Related Employer Issue

   By khn, July 27, 2017
   • 2 replies
   • 1k views
   • 
   • Luke Bailey
   • July 28, 2017

2. 401K loan question

   By Juan Falso, July 26, 2017   

   • 401k loan second
   • 22 replies
   • 3.2k views
   • 
   • Larry Starr
   • July 28, 2017

3. Self Employment Tax Calc for Partners (K-1s)

   By cheersmate, July 25, 2017   

   • self employment tax
   • self employment tax offset
   • (and 2 more)

     Tagged with:

     • self employment tax
     • self employment tax offset
     • k-1
     • partnership
   • 5 replies
   • 1.5k views
   • 
   • Nate X
   • July 26, 2017

4. Deferral Debacle

   By Pammie57, July 26, 2017
   • 1 reply
   • 342 views
   • 
   • Belgarath
   • July 26, 2017

5. Integrated Formula - Different Contribution Amount for HCEs

   By Danny CPA, July 25, 2017
   • 6 replies
   • 996 views
   • 
   • Danny CPA
   • July 26, 2017

6. Allocable share of qualified plan deduction

   By ErisaGooroo, July 25, 2017
   • 5 replies
   • 960 views
   • 
   • ErisaGooroo
   • July 26, 2017

7. PPA restatement and plan termination question

   By Scuba 401, July 24, 2017
   • 4 replies
   • 890 views
   • 
   • Luke Bailey
   • July 24, 2017

8. Incorrect refund of deferrals

   By Belgarath, June 27, 2017
   • 3 replies
   • 1.4k views
   • 
   • msmith
   • July 22, 2017

9. match true-up question

   By laineb, July 21, 2017
   • 1 reply
   • 480 views
   • 
   • Lou S.
   • July 21, 2017

10. SPD Mailing

    By 401klubkid, July 19, 2017
    • 4 replies
    • 1.1k views
    • 
    • thepensionmaven
    • July 21, 2017

11. Incorrect payout

    By PFranckowiak, July 20, 2017
    • 1 reply
    • 352 views
    • 
    • ESOP Guy
    • July 20, 2017

12. MEP - How to bill fair fees

    By The 402"(G)", July 19, 2017   

    • mep
    • fee
    • (and 1 more)

      Tagged with:

      • mep
      • fee
      • billing
    • 5 replies
    • 1.2k views
    • 
    • CuseFan
    • July 20, 2017

13. deferral issue

    By Pammie57, July 12, 2017
    • 9 replies
    • 755 views
    • 
    • Pammie57
    • July 20, 2017

14. ERISA Bond Amount

    By Gadgetfreak, July 19, 2017
    • 2 replies
    • 555 views
    • 
    • 401_noob
    • July 19, 2017

15. 401k Plan Termination Date in Acquisition

    By kmhaab, July 17, 2017
    • 3 replies
    • 1.9k views
    • 
    • kmhaab
    • July 18, 2017

16. Profit Sharing Contribution - election cash or deferred

    By Chippy, July 18, 2017
    • 2 replies
    • 975 views
    • 
    • ESOP Guy
    • July 18, 2017

17. ADP Failure - 10% penalty even if using 'one-to-one' correction?

    By AlbanyConsultant, July 17, 2017
    • 2 replies
    • 655 views
    • 
    • Mr Bagwell
    • July 17, 2017

18. New 401(k) Plan for Old Plan after asset transfer

    By cohendrake, July 12, 2017   

    • termination
    • 8 replies
    • 1.2k views
    • 
    • ESOP Guy
    • July 17, 2017

19. Wellcare 401(k)

    By joel, July 15, 2017
    • 1 reply
    • 572 views
    • 
    • david rigby
    • July 15, 2017

20. contribution limits

    By cpc0506, July 10, 2017
    • 17 replies
    • 1.5k views
    • 
    • Mike Preston
    • July 15, 2017

21. Dividend Payouts and Hardships

    By RCT, July 13, 2017
    • 7 replies
    • 1.2k views
    • 
    • CuseFan
    • July 14, 2017

22. Profit Sharing Calculation and Compensation

    By Mr Bagwell, July 6, 2017   

    • profit sharing
    • compensation
    • 5 replies
    • 2.1k views
    • 
    • thepensionmaven
    • July 14, 2017

23. 401(k) plans for Household Employees

    By B21, July 13, 2017
    • 3 replies
    • 915 views
    • 
    • Mike Preston
    • July 13, 2017

24. Coverage testing that Failed w/excluded Amish

    By Bridget Buzard, July 11, 2017
    • 21 replies
    • 2.3k views
    • 
    • jpod
    • July 13, 2017

25. Spousal Consent Requirements

    By Stash026, July 11, 2017
    • 4 replies
    • 3.6k views
    • 
    • My 2 cents
    • July 11, 2017

26. Delinquent contributions - large to small plan

    By TPApril, July 10, 2017   

    • use small plan safe harbor?
    • 10 replies
    • 974 views
    • 
    • TPApril
    • July 11, 2017

27. Short Plan Year and 2 1/2 month deadline

    By buckaroo, July 11, 2017
    • 1 reply
    • 869 views
    • 
    • Tom Poje
    • July 11, 2017

28. Safe Harbor Loan Provisions

    By RRivera, July 7, 2017
    • 2 replies
    • 575 views
    • 
    • Tom Poje
    • July 7, 2017

29. Employer withheld 401k election amount twice

    By Dkozer, July 6, 2017   

    • 401k with holding error
    • 9 replies
    • 2.2k views
    • 
    • Dkozer
    • July 7, 2017

30. How many pages is the plan document?

    By Peter Gulia, June 29, 2017   

    • prototype; volume-submitter; adoption agreement
    • 31 replies
    • 2.5k views
    • 
    • RatherBeGolfing
    • July 5, 2017

31. ERISA Expense Account - Allocation to Participants

    By 401klubkid, June 30, 2017
    • 10 replies
    • 5.4k views
    • 
    • RatherBeGolfing
    • July 3, 2017

32. Hiring consultant to lead 401(k) RFP

    By formeractuary, June 28, 2017
    • 13 replies
    • 3.1k views
    • 
    • AKconsult
    • July 2, 2017

33. Overriding Vesting

    By khn, June 27, 2017
    • 14 replies
    • 3k views
    • 
    • Below Ground
    • June 30, 2017

34. Workers Comp wages

    By bevfair, June 30, 2017
    • 2 replies
    • 1.1k views
    • 
    • hr for me
    • June 30, 2017

35. Is this Severance or even Plan Compensation

    By jkharvey, June 30, 2017
    • 3 replies
    • 640 views
    • 
    • RatherBeGolfing
    • June 30, 2017

36. 401k Set Up Trouble

    By coleboy, June 29, 2017
    • 9 replies
    • 653 views
    • 
    • Belgarath
    • June 30, 2017

37. combined 401K contribution limits

    By CG1, June 29, 2017
    • 4 replies
    • 644 views
    • 
    • CG1
    • June 30, 2017

38. Hired on Jan 2, what entry date

    By BG5150, November 19, 2009
    • 26 replies
    • 13.9k views
    • 
    • jpod
    • June 29, 2017

39. Late Deferral + Loan Pmt Deposit - How to Correct?

    By cheersmate, June 21, 2017   

    • late deferrals
    • correction of late deposit
    • (and 2 more)

      Tagged with:

      • late deferrals
      • correction of late deposit
      • late deferral procedures
      • late 401k deposit
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • June 29, 2017

40. HCEs work at two locations of car dealership.

    By Tapestry, June 28, 2017   

    • hce
    • 3 replies
    • 985 views
    • 
    • david rigby
    • June 29, 2017

41. Adding Safe Harbor Non-Elective and Deferrals to Profit Sharing Plan Mid-Year

    By Phlyers, June 27, 2017
    • 5 replies
    • 2.5k views
    • 
    • Kevin C
    • June 28, 2017

42. 1065 K-1 / Roth 401k

    By austin3515, June 27, 2017
    • 0 replies
    • 1k views
    • 
    • austin3515
    • June 27, 2017

43. DOL Advisory Opinion 81-78

    By Wessex, June 26, 2017
    • 0 replies
    • 451 views
    • 
    • Wessex
    • June 26, 2017

44. Health Care Saving Account and 415 compensation

    By 30Rock, June 23, 2017
    • 2 replies
    • 1k views
    • 
    • 30Rock
    • June 23, 2017

45. Changing the Lead Employer in a MEP

    By Sidney, June 15, 2017
    • 4 replies
    • 923 views
    • 
    • Sidney
    • June 23, 2017

46. Canadian Based Company

    By fourohone, June 22, 2017   

    • canada
    • foreign
    • 1 reply
    • 1.4k views
    • 
    • MoJo
    • June 23, 2017

47. 401 (k) Plan Participant Claim

    By DPSRich, June 22, 2017
    • 3 replies
    • 1.1k views
    • 
    • DPSRich
    • June 23, 2017

48. Voluntary After-Tax Distributions

    By Nate X, June 9, 2017   

    • after-tax
    • aftertax
    • (and 1 more)

      Tagged with:

      • after-tax
      • aftertax
      • voluntary
    • 2 replies
    • 1.5k views
    • 
    • lp1965
    • June 22, 2017

49. Enrollment Meeting "Script"

    By austin3515, June 21, 2017
    • 17 replies
    • 1.7k views
    • 
    • TPAJake
    • June 22, 2017

50. How much will my company match?

    By GonGon, June 20, 2017   

    • savings
    • retirement
    • (and 3 more)

      Tagged with:

      • savings
      • retirement
      • match
      • contribution
      • 401k
    • 5 replies
    • 905 views
    • 
    • ESOP Guy
    • June 21, 2017