401(k) Plans

19,410 topics in this forum

1. Manual ADP Refunds

   By ratherbereading, August 8, 2017   

   • adp test; refunds
   • 10 replies
   • 1.4k views
   • 
   • david rigby
   • August 9, 2017

2. Unresponsive Beneficiary

   By BLM, August 9, 2017
   • 3 replies
   • 1.4k views
   • 
   • My 2 cents
   • August 9, 2017

3. Leaving PEO Plan When CO is Acquired

   By 401 Chaos, August 4, 2017
   • 11 replies
   • 7.6k views
   • 
   • TPAJake
   • August 8, 2017

4. Rescinding a safe harbor cancellation

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

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

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

6. Participant Loan - terminated participant

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

7. 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
   • 810 views
   • 
   • RatherBeGolfing
   • August 4, 2017

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

   By Peter Gulia, July 31, 2017   

   • erisa; fiduciary; claims; litigation
   • 40 replies
   • 2.6k views
   • 
   • RatherBeGolfing
   • August 3, 2017

9. Union Plan

   By Kevin C, July 26, 2017
   • 29 replies
   • 7.6k views
   • 
   • shERPA
   • August 1, 2017

10. Fiscal Year contribution funding for Calendar Year Plan

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

11. using integrated formula instead of cross testing

    By Pixie, July 28, 2017   

    • cross testing
    • new comparability
    • 6 replies
    • 2.2k views
    • 
    • CuseFan
    • July 31, 2017

12. Lost earnings on 401k for late pay?

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

13. Safe Harbor Match

    By thepensionmaven, July 25, 2017   

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

14. Fixing Related Employer Issue

    By khn, July 27, 2017
    • 2 replies
    • 1.1k views
    • 
    • Luke Bailey
    • July 28, 2017

15. 401K loan question

    By Juan Falso, July 26, 2017   

    • 401k loan second
    • 22 replies
    • 3.6k views
    • 
    • Larry Starr
    • July 28, 2017

16. 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
    • 1.7k views
    • 
    • Nate X
    • July 26, 2017

17. Deferral Debacle

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

18. Integrated Formula - Different Contribution Amount for HCEs

    By Danny CPA, July 25, 2017
    • 6 replies
    • 1.1k views
    • 
    • Danny CPA
    • July 26, 2017

19. Allocable share of qualified plan deduction

    By ErisaGooroo, July 25, 2017
    • 5 replies
    • 1k views
    • 
    • ErisaGooroo
    • July 26, 2017

20. PPA restatement and plan termination question

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

21. Incorrect refund of deferrals

    By Belgarath, June 27, 2017
    • 3 replies
    • 1.5k views
    • 
    • msmith
    • July 22, 2017

22. match true-up question

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

23. SPD Mailing

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

24. Incorrect payout

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

25. 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
    • 1.3k views
    • 
    • CuseFan
    • July 20, 2017

26. deferral issue

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

27. ERISA Bond Amount

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

28. 401k Plan Termination Date in Acquisition

    By kmhaab, July 17, 2017
    • 3 replies
    • 2k views
    • 
    • kmhaab
    • July 18, 2017

29. Profit Sharing Contribution - election cash or deferred

    By Chippy, July 18, 2017
    • 2 replies
    • 1k views
    • 
    • ESOP Guy
    • July 18, 2017

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

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

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

    By cohendrake, July 12, 2017   

    • termination
    • 8 replies
    • 1.3k views
    • 
    • ESOP Guy
    • July 17, 2017

32. Wellcare 401(k)

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

33. contribution limits

    By cpc0506, July 10, 2017
    • 17 replies
    • 1.7k views
    • 
    • Mike Preston
    • July 15, 2017

34. Dividend Payouts and Hardships

    By RCT, July 13, 2017
    • 7 replies
    • 1.3k views
    • 
    • CuseFan
    • July 14, 2017

35. Profit Sharing Calculation and Compensation

    By Mr Bagwell, July 6, 2017   

    • profit sharing
    • compensation
    • 5 replies
    • 2.2k views
    • 
    • thepensionmaven
    • July 14, 2017

36. 401(k) plans for Household Employees

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

37. Coverage testing that Failed w/excluded Amish

    By Bridget Buzard, July 11, 2017
    • 21 replies
    • 2.6k views
    • 
    • jpod
    • July 13, 2017

38. Spousal Consent Requirements

    By Stash026, July 11, 2017
    • 4 replies
    • 3.8k views
    • 
    • My 2 cents
    • July 11, 2017

39. Delinquent contributions - large to small plan

    By TPApril, July 10, 2017   

    • use small plan safe harbor?
    • 10 replies
    • 1k views
    • 
    • TPApril
    • July 11, 2017

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

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

41. Safe Harbor Loan Provisions

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

42. Employer withheld 401k election amount twice

    By Dkozer, July 6, 2017   

    • 401k with holding error
    • 9 replies
    • 2.4k views
    • 
    • Dkozer
    • July 7, 2017

43. How many pages is the plan document?

    By Peter Gulia, June 29, 2017   

    • prototype; volume-submitter; adoption agreement
    • 31 replies
    • 2.9k views
    • 
    • RatherBeGolfing
    • July 5, 2017

44. ERISA Expense Account - Allocation to Participants

    By 401klubkid, June 30, 2017
    • 10 replies
    • 5.7k views
    • 
    • RatherBeGolfing
    • July 3, 2017

45. Hiring consultant to lead 401(k) RFP

    By formeractuary, June 28, 2017
    • 13 replies
    • 3.5k views
    • 
    • AKconsult
    • July 2, 2017

46. Overriding Vesting

    By khn, June 27, 2017
    • 14 replies
    • 3.2k views
    • 
    • Below Ground
    • June 30, 2017

47. Workers Comp wages

    By bevfair, June 30, 2017
    • 2 replies
    • 1.2k views
    • 
    • hr for me
    • June 30, 2017

48. Is this Severance or even Plan Compensation

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

49. 401k Set Up Trouble

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

50. combined 401K contribution limits

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