401(k) Plans

19,389 topics in this forum

1. The "Golden Age" of 401(k) Investments

   By austin3515, March 30
   • 15 replies
   • 473 views
   • 
   • Peter Gulia
   • Saturday at 12:46 PM

2. E*TRADE PROTOTYPE STANDARD PSP

   By Gina Alsdorf, Tuesday at 05:02 PM
   • 9 replies
   • 260 views
   • 
   • Jakyasar
   • Friday at 08:46 PM

3. Deferrals Made Before Employee Was a Participant

   By mming, Wednesday at 02:09 AM
   • 3 replies
   • 365 views
   • 
   • John Feldt ERPA CPC QPA
   • Friday at 03:14 AM

4. employer contributions Roth employer contributions - Availability & Scope of practice advice

   By Miles Leech, Wednesday at 06:18 PM
   • 5 replies
   • 350 views
   • 
   • Kac1214
   • Thursday at 08:49 PM

5. US Citizens Working for Foreign Entity

   By OrderOfOps, Thursday at 04:07 PM
   • 0 replies
   • 147 views
   • 
   • OrderOfOps
   • Thursday at 04:07 PM

6. HPI and lowering S-corp owner's W-2 compensation

   By AlbanyConsultant, March 26
   • 7 replies
   • 591 views
   • 
   • AlbanyConsultant
   • Thursday at 01:53 PM

7. Correcting Safe Harbor Plan under EPCRS

   By HTO, Tuesday at 09:27 PM
   • 2 replies
   • 489 views
   • 
   • HTO
   • Wednesday at 03:00 PM

8. Incorrect 401k contribution - mistake of fact

   By roy819, March 30
   • 3 replies
   • 598 views
   • 
   • BG5150
   • March 30

9. No Match on Catch Up with Separate Elections

   By 401kology, March 27   

   • catch-up
   • 3 replies
   • 467 views
   • 
   • acm_acm
   • March 30

10. Eligibility - Hours per Month Requirement

    By Vlad401k, March 26
    • 6 replies
    • 265 views
    • 
    • Bill Presson
    • March 26

11. Anyone happen to have 1997-2003 historical annual returns for VFIAX?

    By blguest, March 25   

    • historical data
    • 5 replies
    • 298 views
    • 
    • david rigby
    • March 26

12. Owner only 401k plan with no designation of beneficiary

    By DDB BN, March 19
    • 6 replies
    • 870 views
    • 
    • Appleby
    • March 22

13. Can Husband / Wife with separate businesses (no employees) set up 1 plan

    By DDB BN, January 29
    • 11 replies
    • 1.9k views
    • 
    • FORMER ESQ.
    • March 21

14. Designating excess deferrals in multiple plans (402g limit)

    By roy819, March 18
    • 3 replies
    • 1k views
    • 
    • CuseFan
    • March 19

15. Secure 2.0 Amendment deadline overlap with DC Cycle 4 Restatements

    By RayRay, March 17
    • 2 replies
    • 561 views
    • 
    • RayRay
    • March 19

16. Loss of safe harbor status

    By Carol V. Calhoun, March 13
    • 5 replies
    • 698 views
    • 
    • FORMER ESQ.
    • March 18

17. Mid year amendment to safe harbor plan

    By 30Rock, March 13
    • 4 replies
    • 446 views
    • 
    • 30Rock
    • March 18

18. Self-employed Individual's deferral and 415 limit

    By spei7426, March 17
    • 5 replies
    • 650 views
    • 
    • CuseFan
    • March 18

19. 401(a)(4) test on an Excel spreadsheet

    By ratherbereading, March 16
    • 1 reply
    • 256 views
    • 
    • AlbanyConsultant
    • March 18

20. Controlled Group ADP/ACP Testing

    By msmith, March 12, 2009
    • 9 replies
    • 9.6k views
    • 
    • M_2015
    • March 17

21. 5330 Filings

    By dmurph14, March 16
    • 0 replies
    • 251 views
    • 
    • dmurph14
    • March 16

22. Independent Contractor turned Employee

    By ejohnke, March 13
    • 4 replies
    • 517 views
    • 
    • Peter Gulia
    • March 16

23. Mid Year Plan Merger

    By M_2015, March 9
    • 5 replies
    • 771 views
    • 
    • FORMER ESQ.
    • March 16

24. Notice for Missed Deferral Opportunity

    By mming, March 9
    • 5 replies
    • 913 views
    • 
    • Artie M
    • March 13

25. Missed Match - Included in Testing?

    By Vlad401k, March 11
    • 3 replies
    • 542 views
    • 
    • austin3515
    • March 12

26. Deemed Roth Elections and Inadvertent Catch-up

    By constance_james, March 12   

    • roth
    • catchup
    • (and 2 more)

      Tagged with:

      • roth
      • catchup
      • deemed
      • hpid
    • 1 reply
    • 580 views
    • 
    • Paul I
    • March 12

27. Maternity Leave & Last Day Contribution Requirement

    By metsfan026, March 12
    • 5 replies
    • 496 views
    • 
    • Paul I
    • March 12

28. Partnership - S Corps as Partners

    By Numbers789, March 10
    • 9 replies
    • 969 views
    • 
    • Peter Gulia
    • March 12

29. ADP and ACP Test Correction

    By Dougsbpc, March 9
    • 1 reply
    • 510 views
    • 
    • Below Ground
    • March 9

30. Deemed Section 125 Compensation

    By Brenda Wren, March 4
    • 5 replies
    • 596 views
    • 
    • Peter Gulia
    • March 9

31. Retroactively Changing Comp Definition from 415 to W-2

    By TPApril, March 4
    • 1 reply
    • 497 views
    • 
    • Paul I
    • March 5

32. Integrated Profit Sharing Allocations

    By Connor, March 4
    • 4 replies
    • 382 views
    • 
    • Connor
    • March 5

33. Control Group within a Control Group

    By Kac1214, March 3
    • 1 reply
    • 641 views
    • 
    • C. B. Zeller
    • March 4

34. Severance Payments & Employer Contributions

    By metsfan026, March 3
    • 6 replies
    • 913 views
    • 
    • CuseFan
    • March 4

35. Eligibility - contract sign date or actual first day of work

    By Tom, March 3
    • 8 replies
    • 828 views
    • 
    • Artie M
    • March 4

36. Failing ADP Test as a tax strategy

    By TPApril, March 3
    • 3 replies
    • 456 views
    • 
    • jsample
    • March 3

37. ADP/ACP Correction After Distribution

    By Shawn T, February 27   

    • adp/acp
    • 4 replies
    • 766 views
    • 
    • ConnieStorer
    • March 3

38. Rigid match not funded correctly

    By Tom, February 23
    • 5 replies
    • 356 views
    • 
    • CuseFan
    • February 27

39. VCP program

    By Pixie, February 25
    • 2 replies
    • 301 views
    • 
    • Artie M
    • February 26

40. LTPT deferrals included in average benefits testing?

    By Tom, February 24
    • 4 replies
    • 566 views
    • 
    • acm_acm
    • February 26

41. ADP/ACP Correction Question

    By effingeh, February 26
    • 3 replies
    • 732 views
    • 
    • Bri
    • February 26

42. Top Heavy Testing Question

    By metsfan026, February 11
    • 6 replies
    • 690 views
    • 
    • david rigby
    • February 26

43. ADP/ACP question (union / non-union)

    By roy819, February 25
    • 1 reply
    • 496 views
    • 
    • CuseFan
    • February 25

44. Section 125 Pay reporting

    By TPApril, February 25
    • 0 replies
    • 198 views
    • 
    • TPApril
    • February 25

45. Can a Roth Catch-up be deposited to a Roth IRA rollover

    By Renee H, February 23
    • 2 replies
    • 699 views
    • 
    • Renee H
    • February 25

46. W-2 Comp w/Sec125

    By TPApril, February 19
    • 2 replies
    • 1.3k views
    • 
    • Artie M
    • February 23

47. auto enrollment required?

    By Old Reliable, February 18
    • 6 replies
    • 563 views
    • 
    • Peter Gulia
    • February 22

48. 5500-EZ Penalty Relief Program--Question

    By marco100, February 15
    • 3 replies
    • 513 views
    • 
    • marco100
    • February 20

49. adding safe harbor match to profit sharing plan

    By Old Reliable, February 18
    • 2 replies
    • 430 views
    • 
    • Artie M
    • February 20

50. Payroll companies and tiered matches

    By Gadgetfreak, February 19
    • 2 replies
    • 303 views
    • 
    • Gadgetfreak
    • February 20