401(k) Plans

19,321 topics in this forum

1. Second 401K Loan Question

   By Guest stancel, June 25, 2012
   • 18 replies
   • 35.9k views
   • 
   • hr for me
   • August 17, 2017

2. Late Discretionary Matching Contribution

   By ratherbereading, August 15, 2017   

   • late match
   • 8 replies
   • 2.2k views
   • 
   • TPAJake
   • August 17, 2017

3. Sole Prop - 25% PS and max deferral

   By tjw572, August 14, 2017   

   • sole prop
   • catchup
   • 7 replies
   • 1.2k views
   • 
   • Earl
   • August 15, 2017

4. Fidelity Investments and Duplicate or "Bad" SSNs

   By Christine Roberts, April 8, 2015
   • 26 replies
   • 14.9k views
   • 
   • MoJo
   • August 14, 2017

5. Docusign for Plan documents

   By austin3515, August 10, 2017
   • 19 replies
   • 3.9k views
   • 
   • Peter Gulia
   • August 11, 2017

6. Are employees of Excludable Class part of ACP test

   By dmb, August 11, 2017
   • 3 replies
   • 1.3k views
   • 
   • Luke Bailey
   • August 11, 2017

7. First Year Audit of a Plan

   By J Krimmel, August 10, 2017
   • 4 replies
   • 4.3k views
   • 
   • bzorc
   • August 11, 2017

8. 401(k) outside asset

   By John geer, August 8, 2017   

   • 401(k)
   • custodian
   • (and 1 more)

     Tagged with:

     • 401(k)
     • custodian
     • special situation
   • 9 replies
   • 2k views
   • 
   • David74
   • August 10, 2017

9. Hardship Distribution

   By thepensionmaven, August 9, 2017   

   • hardship max
   • 4 replies
   • 445 views
   • 
   • thepensionmaven
   • August 10, 2017

10. Beneficiary

    By vmh24rar, August 9, 2017
    • 3 replies
    • 966 views
    • 
    • david rigby
    • August 9, 2017

11. Manual ADP Refunds

    By ratherbereading, August 8, 2017   

    • adp test; refunds
    • 10 replies
    • 1.3k views
    • 
    • david rigby
    • August 9, 2017

12. Unresponsive Beneficiary

    By BLM, August 9, 2017
    • 3 replies
    • 1.3k views
    • 
    • My 2 cents
    • August 9, 2017

13. Leaving PEO Plan When CO is Acquired

    By 401 Chaos, August 4, 2017
    • 11 replies
    • 7.1k views
    • 
    • TPAJake
    • August 8, 2017

14. Rescinding a safe harbor cancellation

    By WhoLetTheDogsOut, August 8, 2017
    • 1 reply
    • 955 views
    • 
    • Kevin C
    • August 8, 2017

15. Self employed deposits too much into 401k...Any suggestions for the excess

    By jkharvey, August 3, 2017
    • 4 replies
    • 824 views
    • 
    • ETA Consulting LLC
    • August 8, 2017

16. Participant Loan - terminated participant

    By Pammie57, August 7, 2017
    • 3 replies
    • 1.2k views
    • 
    • CuseFan
    • August 7, 2017

17. Top Heavy - Initial Plan Year accrual not paid

    By legort69, August 3, 2017   

    • top heavy
    • initial plan year
    • (and 1 more)

      Tagged with:

      • top heavy
      • initial plan year
      • accrual
    • 2 replies
    • 774 views
    • 
    • RatherBeGolfing
    • August 4, 2017

18. Does a participant have a claim for getting what he asked for?

    By Peter Gulia, July 31, 2017   

    • erisa; fiduciary; claims; litigation
    • 40 replies
    • 2.4k views
    • 
    • RatherBeGolfing
    • August 3, 2017

19. Union Plan

    By Kevin C, July 26, 2017
    • 29 replies
    • 7k views
    • 
    • shERPA
    • August 1, 2017

20. Fiscal Year contribution funding for Calendar Year Plan

    By BLM, August 1, 2017
    • 0 replies
    • 471 views
    • 
    • BLM
    • August 1, 2017

21. using integrated formula instead of cross testing

    By Pixie, July 28, 2017   

    • cross testing
    • new comparability
    • 6 replies
    • 2.1k views
    • 
    • CuseFan
    • July 31, 2017

22. Lost earnings on 401k for late pay?

    By TPApril, July 31, 2017
    • 1 reply
    • 790 views
    • 
    • RatherBeGolfing
    • July 31, 2017

23. Safe Harbor Match

    By thepensionmaven, July 25, 2017   

    • elapsed time calculation
    • 6 replies
    • 808 views
    • 
    • thepensionmaven
    • July 30, 2017

24. Fixing Related Employer Issue

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

25. 401K loan question

    By Juan Falso, July 26, 2017   

    • 401k loan second
    • 22 replies
    • 3.3k views
    • 
    • Larry Starr
    • July 28, 2017

26. 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
    • 1.6k views
    • 
    • Nate X
    • July 26, 2017

27. Deferral Debacle

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

28. Integrated Formula - Different Contribution Amount for HCEs

    By Danny CPA, July 25, 2017
    • 6 replies
    • 1k views
    • 
    • Danny CPA
    • July 26, 2017

29. Allocable share of qualified plan deduction

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

30. PPA restatement and plan termination question

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

31. Incorrect refund of deferrals

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

32. match true-up question

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

33. SPD Mailing

    By 401klubkid, July 19, 2017
    • 4 replies
    • 1.2k views
    • 
    • thepensionmaven
    • July 21, 2017

34. Incorrect payout

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

35. 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

36. deferral issue

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

37. ERISA Bond Amount

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

38. 401k Plan Termination Date in Acquisition

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

39. Profit Sharing Contribution - election cash or deferred

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

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

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

41. 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

42. Wellcare 401(k)

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

43. contribution limits

    By cpc0506, July 10, 2017
    • 17 replies
    • 1.6k views
    • 
    • Mike Preston
    • July 15, 2017

44. Dividend Payouts and Hardships

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

45. Profit Sharing Calculation and Compensation

    By Mr Bagwell, July 6, 2017   

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

46. 401(k) plans for Household Employees

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

47. Coverage testing that Failed w/excluded Amish

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

48. Spousal Consent Requirements

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

49. Delinquent contributions - large to small plan

    By TPApril, July 10, 2017   

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

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

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