401(k) Plans

19,451 topics in this forum

1. Fiscal Year contribution funding for Calendar Year Plan

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

2. using integrated formula instead of cross testing

   By Pixie, July 28, 2017   

   • cross testing
   • new comparability
   • 6 replies
   • 2.3k views
   • 
   • CuseFan
   • July 31, 2017

3. Lost earnings on 401k for late pay?

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

4. Safe Harbor Match

   By thepensionmaven, July 25, 2017   

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

5. Fixing Related Employer Issue

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

6. 401K loan question

   By Juan Falso, July 26, 2017   

   • 401k loan second
   • 22 replies
   • 3.8k views
   • 
   • Larry Starr
   • July 28, 2017

7. 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
   • 1.8k views
   • 
   • Nate X
   • July 26, 2017

8. Deferral Debacle

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

9. Integrated Formula - Different Contribution Amount for HCEs

   By Danny CPA, July 25, 2017
   • 6 replies
   • 1.2k views
   • 
   • Danny CPA
   • July 26, 2017

10. Allocable share of qualified plan deduction

    By ErisaGooroo, July 25, 2017
    • 5 replies
    • 1.1k views
    • 
    • ErisaGooroo
    • July 26, 2017

11. PPA restatement and plan termination question

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

12. Incorrect refund of deferrals

    By Belgarath, June 27, 2017
    • 3 replies
    • 1.6k views
    • 
    • msmith
    • July 22, 2017

13. match true-up question

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

14. SPD Mailing

    By 401klubkid, July 19, 2017
    • 4 replies
    • 1.3k views
    • 
    • thepensionmaven
    • July 21, 2017

15. Incorrect payout

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

16. 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
    • 1.4k views
    • 
    • CuseFan
    • July 20, 2017

17. deferral issue

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

18. ERISA Bond Amount

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

19. 401k Plan Termination Date in Acquisition

    By kmhaab, July 17, 2017
    • 3 replies
    • 2.1k views
    • 
    • kmhaab
    • July 18, 2017

20. Profit Sharing Contribution - election cash or deferred

    By Chippy, July 18, 2017
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • July 18, 2017

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

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

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

    By cohendrake, July 12, 2017   

    • termination
    • 8 replies
    • 1.4k views
    • 
    • ESOP Guy
    • July 17, 2017

23. Wellcare 401(k)

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

24. contribution limits

    By cpc0506, July 10, 2017
    • 17 replies
    • 1.8k views
    • 
    • Mike Preston
    • July 15, 2017

25. Dividend Payouts and Hardships

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

26. Profit Sharing Calculation and Compensation

    By Mr Bagwell, July 6, 2017   

    • profit sharing
    • compensation
    • 5 replies
    • 2.3k views
    • 
    • thepensionmaven
    • July 14, 2017

27. 401(k) plans for Household Employees

    By B21, July 13, 2017
    • 3 replies
    • 1k views
    • 
    • Mike Preston
    • July 13, 2017

28. Coverage testing that Failed w/excluded Amish

    By Bridget Buzard, July 11, 2017
    • 21 replies
    • 2.7k views
    • 
    • jpod
    • July 13, 2017

29. Spousal Consent Requirements

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

30. Delinquent contributions - large to small plan

    By TPApril, July 10, 2017   

    • use small plan safe harbor?
    • 10 replies
    • 1.1k views
    • 
    • TPApril
    • July 11, 2017

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

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

32. Safe Harbor Loan Provisions

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

33. Employer withheld 401k election amount twice

    By Dkozer, July 6, 2017   

    • 401k with holding error
    • 9 replies
    • 2.6k views
    • 
    • Dkozer
    • July 7, 2017

34. How many pages is the plan document?

    By Peter Gulia, June 29, 2017   

    • prototype; volume-submitter; adoption agreement
    • 31 replies
    • 3.2k views
    • 
    • RatherBeGolfing
    • July 5, 2017

35. ERISA Expense Account - Allocation to Participants

    By 401klubkid, June 30, 2017
    • 10 replies
    • 6k views
    • 
    • RatherBeGolfing
    • July 3, 2017

36. Hiring consultant to lead 401(k) RFP

    By formeractuary, June 28, 2017
    • 13 replies
    • 3.9k views
    • 
    • AKconsult
    • July 2, 2017

37. Overriding Vesting

    By khn, June 27, 2017
    • 14 replies
    • 3.4k views
    • 
    • Below Ground
    • June 30, 2017

38. Workers Comp wages

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

39. Is this Severance or even Plan Compensation

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

40. 401k Set Up Trouble

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

41. combined 401K contribution limits

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

42. Hired on Jan 2, what entry date

    By BG5150, November 19, 2009
    • 26 replies
    • 15.3k views
    • 
    • jpod
    • June 29, 2017

43. 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
    • 1.4k views
    • 
    • Mike Preston
    • June 29, 2017

44. HCEs work at two locations of car dealership.

    By Tapestry, June 28, 2017   

    • hce
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • June 29, 2017

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

    By Phlyers, June 27, 2017
    • 5 replies
    • 2.7k views
    • 
    • Kevin C
    • June 28, 2017

46. 1065 K-1 / Roth 401k

    By austin3515, June 27, 2017
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • June 27, 2017

47. DOL Advisory Opinion 81-78

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

48. Health Care Saving Account and 415 compensation

    By 30Rock, June 23, 2017
    • 2 replies
    • 1.1k views
    • 
    • 30Rock
    • June 23, 2017

49. Changing the Lead Employer in a MEP

    By Sidney, June 15, 2017
    • 4 replies
    • 1k views
    • 
    • Sidney
    • June 23, 2017

50. Canadian Based Company

    By fourohone, June 22, 2017   

    • canada
    • foreign
    • 1 reply
    • 1.5k views
    • 
    • MoJo
    • June 23, 2017