401(k) Plans

19,275 topics in this forum

1. All time record for ADP %

   By Tom Poje, March 1, 2017
   • 5 replies
   • 546 views
   • 
   • Mike Preston
   • March 1, 2017

2. Payroll by payroll Matching Contribution provision Amended to Stop mid year - ACP TEST

   By AdKu, March 1, 2017
   • 5 replies
   • 552 views
   • 
   • AdKu
   • March 7, 2017

3. Non-uniform match

   By 401_noob, February 28, 2017
   • 18 replies
   • 2.7k views
   • 
   • Kevin C
   • March 3, 2017

4. Missed Deferral and Match

   By Vlad401k, February 28, 2017
   • 1 reply
   • 445 views
   • 
   • WCC
   • February 28, 2017

5. Too much match from Too much Compensation

   By Mr Bagwell, February 27, 2017   

   • match
   • 4 replies
   • 2.6k views
   • 
   • Mr Bagwell
   • February 28, 2017

6. Short Plan Year?

   By PFranckowiak, February 27, 2017
   • 2 replies
   • 628 views
   • 
   • Lou S.
   • February 27, 2017

7. IRS Form 872-H - Is there a link to this Form?

   By rocknrolls2, February 27, 2017
   • 0 replies
   • 1.1k views
   • 
   • rocknrolls2
   • February 27, 2017

8. Bottom Up QNEC

   By Vlad401k, February 27, 2017
   • 1 reply
   • 393 views
   • 
   • Kevin C
   • February 27, 2017

9. Self-employed compensation calculation

   By bevfair, February 24, 2017
   • 7 replies
   • 878 views
   • 
   • bevfair
   • February 28, 2017

10. "Carve-out" of NCHE in ADP test

    By BG5150, February 24, 2017
    • 2 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 24, 2017

11. Change to Match Formula - after year end?

    By jmartin, February 24, 2017
    • 5 replies
    • 729 views
    • 
    • Kevin C
    • March 1, 2017

12. Incorrect Elective Deferral

    By AAS2, February 23, 2017   

    • elective deferral
    • correction
    • (and 1 more)

      Tagged with:

      • elective deferral
      • correction
      • payroll period
    • 8 replies
    • 3.3k views
    • 
    • CuseFan
    • February 24, 2017

13. Coverage / Qtrly Discretionary Match

    By austin3515, February 23, 2017
    • 9 replies
    • 920 views
    • 
    • RatherBeGolfing
    • February 24, 2017

14. Safe harbor 3% cross tested plan

    By Pixie, February 23, 2017
    • 5 replies
    • 520 views
    • 
    • Pixie
    • February 23, 2017

15. 401k/ catch up/ PSP

    By pgold, February 22, 2017
    • 6 replies
    • 1k views
    • 
    • K2
    • February 23, 2017

16. ADP correction - then match calculation?

    By WCC, February 22, 2017
    • 1 reply
    • 439 views
    • 
    • Tom Poje
    • February 22, 2017

17. ECPRS / Did Not withhold Elected Amount

    By austin3515, February 21, 2017
    • 3 replies
    • 694 views
    • 
    • austin3515
    • April 26, 2017

18. KSOP - Substantial and Recurring Contributions

    By EBECatty, February 21, 2017
    • 2 replies
    • 459 views
    • 
    • EBECatty
    • February 21, 2017

19. No Contributions in the First Plan Year

    By BeanCounterBlues, February 20, 2017
    • 12 replies
    • 1.4k views
    • 
    • austin3515
    • February 24, 2017

20. Associated match if match formula changed

    By John Feldt ERPA CPC QPA, February 17, 2017   

    • associated match
    • 3 replies
    • 719 views
    • 
    • ESOP Guy
    • February 20, 2017

21. Discretionary Match

    By mjf624, February 17, 2017   

    • discretionary match
    • 1 reply
    • 461 views
    • 
    • Kevin C
    • February 17, 2017

22. Changing eligibilty - nondiscriminatory?

    By AlbanyConsultant, February 16, 2017
    • 21 replies
    • 3.3k views
    • 
    • RatherBeGolfing
    • February 22, 2017

23. Best payroll start date for contributions

    By TPApril, February 16, 2017
    • 4 replies
    • 548 views
    • 
    • Bill Presson
    • February 16, 2017

24. Initial Plan Year - ADP testing

    By Pammie57, February 15, 2017
    • 2 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 16, 2017

25. Roth Rollovers

    By DTH, February 15, 2017
    • 3 replies
    • 1.2k views
    • 
    • ErisaGooroo
    • September 19, 2017

26. Deferral deposits to the wrong person - is it "late"?

    By AlbanyConsultant, February 14, 2017
    • 4 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • February 15, 2017

27. Special Deferral effective and plan entry

    By BG5150, February 14, 2017
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • February 15, 2017

28. Don't know who beneficiaries are on my husband 401K

    By Detra, February 14, 2017   

    • 401k
    • 5 replies
    • 4.4k views
    • 
    • david rigby
    • February 14, 2017

29. Matching formula based on Years of Service

    By cpc0506, February 13, 2017   

    • allocation conditions
    • 6 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 14, 2017

30. Schedule C vs W-2/Corp

    By austin3515, February 12, 2017
    • 5 replies
    • 1.2k views
    • 
    • spiritrider
    • February 14, 2017

31. Roth vs. Voluntary Contributions

    By thepensionmaven, February 10, 2017
    • 8 replies
    • 1.6k views
    • 
    • K2retire
    • February 15, 2017

32. Can we have regular SH match with auto-enrollment

    By BG5150, February 10, 2017
    • 6 replies
    • 1.4k views
    • 
    • WCC
    • February 10, 2017

33. Excess Deferral Ordering Rules

    By tuna524, February 10, 2017
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • February 10, 2017

34. MEP and family attribution

    By Jennifer D., February 9, 2017
    • 2 replies
    • 612 views
    • 
    • austin3515
    • February 13, 2017

35. Deferrals from severance pay - how to return them?

    By AlbanyConsultant, February 8, 2017
    • 2 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • February 9, 2017

36. Irregular pay?

    By doombuggy, February 8, 2017   

    • irregular pay
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • February 8, 2017

37. Affect on late deposit of PS on 415 in a pooled plan

    By BG5150, February 7, 2017
    • 3 replies
    • 565 views
    • 
    • K2
    • February 8, 2017

38. Excess match - distributed

    By kymo, February 7, 2017
    • 1 reply
    • 418 views
    • 
    • K2
    • February 8, 2017

39. One Plan to Two Plans, SOX Notice?

    By 401kPig, February 7, 2017
    • 1 reply
    • 420 views
    • 
    • K2retire
    • February 8, 2017

40. How to treat handle W-2 Box 12a code DD amounts - IRC 3401(a) Comp

    By AdKu, February 6, 2017   

    • w-2 box 12a code dd
    • w-2 box 5
    • (and 1 more)

      Tagged with:

      • w-2 box 12a code dd
      • w-2 box 5
      • irc 3401(a)
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • February 7, 2017

41. Multiple Employer Plan / 415 Limits

    By austin3515, February 6, 2017
    • 4 replies
    • 1.4k views
    • 
    • KJohnson
    • February 7, 2017

42. Request to stop loan paymemts

    By jmartin, February 6, 2017
    • 6 replies
    • 919 views
    • 
    • ESOP Guy
    • February 6, 2017

43. 401k catchup

    By pgold, February 6, 2017
    • 3 replies
    • 737 views
    • 
    • Tom Poje
    • February 6, 2017

44. 401k 415

    By pgold, February 6, 2017
    • 4 replies
    • 498 views
    • 
    • K2
    • February 6, 2017

45. Beneficiary lump sum 1 year or 5?

    By 401ok, February 5, 2017
    • 4 replies
    • 1.2k views
    • 
    • Bird
    • February 7, 2017

46. 401k Safe Harbor Question

    By RTChief, February 3, 2017   

    • 401k
    • 3 replies
    • 670 views
    • 
    • RTChief
    • February 3, 2017

47. PayChex Problems - 125 Excluded from 401k Calc

    By austin3515, February 2, 2017
    • 6 replies
    • 1.5k views
    • 
    • Eric Taylor
    • February 3, 2017

48. timing for deposit for quarterly match

    By AlbanyConsultant, February 2, 2017
    • 2 replies
    • 463 views
    • 
    • AlbanyConsultant
    • February 3, 2017

49. employer switch

    By gregburst, February 2, 2017
    • 1 reply
    • 508 views
    • 
    • ETA Consulting LLC
    • February 2, 2017

50. 415 Limit when an owner is in more than one plan

    By emmetttrudy, February 1, 2017
    • 2 replies
    • 633 views
    • 
    • emmetttrudy
    • February 2, 2017