401(k) Plans

19,362 topics in this forum

1. Fidelity will only release retirement with a QDRO. Options??

   By paterinick, January 26, 2017   

   • qdro
   • fidelity
   • 10 replies
   • 6.1k views
   • 
   • paterinick
   • January 26, 2017

2. Catch-up Order - Excess Annual Addition

   By KCA, August 8, 2016
   • 4 replies
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • January 26, 2017

3. Excluded class of employees vs allocation conditions for Coverage Testing

   By tghooper, January 26, 2017
   • 1 reply
   • 511 views
   • 
   • Mike Preston
   • January 26, 2017

4. Applying for a TIN for a new 401-k Plan

   By KevinMc, December 21, 2016
   • 18 replies
   • 4.7k views
   • 
   • RatherBeGolfing
   • January 26, 2017

5. Should an owner still participate once they have collected S.S.?

   By Lori H, January 24, 2017
   • 3 replies
   • 895 views
   • 
   • Lori H
   • January 25, 2017

6. Proposed Regs for definition of QNEC and QMAC 1 2

   By Kevin C, January 17, 2017   

   • in the news section today
   • 71 replies
   • 8.1k views
   • 
   • Kevin C
   • January 25, 2017

7. ADP Prior Year Testing - employee NHCE in 2015 but HCE in 2016

   By waid10, January 24, 2017
   • 1 reply
   • 554 views
   • 
   • Lou S.
   • January 24, 2017

8. Fixed match in safe harbor 401k

   By sammyp42, January 19, 2017
   • 2 replies
   • 1.2k views
   • 
   • ETA Consulting LLC
   • January 24, 2017

9. Loan then early withdrawal

   By Gmass, January 24, 2017
   • 1 reply
   • 629 views
   • 
   • 401king
   • January 24, 2017

10. Rollover processed as a lump sum

    By jmartin, January 24, 2017
    • 6 replies
    • 921 views
    • 
    • RatherBeGolfing
    • January 24, 2017

11. 401(k) loan interest rate and how do employees on straight commission pay back their loan if sometimes they get no pay?

    By RayJJohnsonJr, January 11, 2017
    • 7 replies
    • 1.6k views
    • 
    • MWeddell
    • January 24, 2017

12. Life Insurance Salesman as Statutory Employee

    By TPA Bob, January 23, 2017
    • 5 replies
    • 1.2k views
    • 
    • TPA Bob
    • January 24, 2017

13. Former HCE Death Benefit re-named, Spouse now HCE, count for Top Heavy?

    By JWRB, January 20, 2017
    • 3 replies
    • 914 views
    • 
    • JWRB
    • January 20, 2017

14. Who gets the match?

    By BG5150, January 17, 2017
    • 2 replies
    • 553 views
    • 
    • BG5150
    • January 20, 2017

15. 410b test and suspension provision

    By Mr Bagwell, January 19, 2017   

    • 410b
    • suspension
    • 5 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 20, 2017

16. Using forfeitures for safe harbor match

    By djhpro, January 20, 2017
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 20, 2017

17. How many 401(k) plans have at least $50 million?

    By Peter Gulia, January 18, 2017   

    • market segmentation
    • 5 replies
    • 9.2k views
    • 
    • Peter Gulia
    • January 19, 2017

18. Change in Eligiblity

    By coleboy, January 19, 2017
    • 2 replies
    • 443 views
    • 
    • RatherBeGolfing
    • January 19, 2017

19. Cash buyout of Life Ins included as compensation?

    By kmhaab, January 19, 2017
    • 0 replies
    • 366 views
    • 
    • kmhaab
    • January 19, 2017

20. short plan year failed ADP

    By R. Butler, January 17, 2017
    • 11 replies
    • 2.8k views
    • 
    • Mike Preston
    • January 19, 2017

21. IRS Finally Relaxes Forfeitures for Safe Harbor Plans

    By austin3515, January 18, 2017
    • 3 replies
    • 563 views
    • 
    • RatherBeGolfing
    • January 18, 2017

22. Eligibility

    By Chippy, January 18, 2017
    • 1 reply
    • 425 views
    • 
    • duckthing
    • January 18, 2017

23. Loan Deemed Distribution

    By austin3515, January 18, 2017
    • 2 replies
    • 426 views
    • 
    • BG5150
    • January 18, 2017

24. Safe Harbor contribution and eligibility

    By Guest EPS2, January 23, 2008
    • 7 replies
    • 16.2k views
    • 
    • Tom Poje
    • January 17, 2017

25. Safe Harbor Plans / 414s

    By austin3515, January 16, 2017
    • 6 replies
    • 749 views
    • 
    • austin3515
    • January 16, 2017

26. Participant Loan Default

    By austin3515, January 12, 2017
    • 12 replies
    • 2.7k views
    • 
    • austin3515
    • January 16, 2017

27. How Can I Define A Resident Alien

    By Kaizen401k, January 13, 2017
    • 30 replies
    • 3.1k views
    • 
    • MoJo
    • January 16, 2017

28. Jelly of the month 401(k)

    By Mr Bagwell, January 11, 2017
    • 8 replies
    • 1.2k views
    • 
    • Mr Bagwell
    • January 12, 2017

29. QACA Safe Harbor

    By justatester, January 12, 2017
    • 4 replies
    • 1.2k views
    • 
    • justatester
    • January 12, 2017

30. Top Heavy Fix Basics

    By rushlakeguy, January 10, 2017
    • 41 replies
    • 7k views
    • 
    • rushlakeguy
    • January 12, 2017

31. Match in Excess of Cap

    By bzorc, January 11, 2017
    • 4 replies
    • 522 views
    • 
    • BG5150
    • January 11, 2017

32. Early Inclusion Error - How to Proceed

    By Confused55, January 11, 2017
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • January 11, 2017

33. Beneficiary - Participant deceased and divorced

    By jmartin, January 10, 2017
    • 7 replies
    • 1.1k views
    • 
    • Peter Gulia
    • January 10, 2017

34. DOT = 12/31 Employed on Last Day of the Year?

    By BG5150, January 10, 2017
    • 3 replies
    • 2.6k views
    • 
    • Tom Poje
    • January 10, 2017

35. correcting error in plan doc when switching TPA

    By parks777, January 9, 2017
    • 11 replies
    • 1.8k views
    • 
    • BG5150
    • January 10, 2017

36. Different allocation formulas within the same plan?

    By Carol V. Calhoun, January 9, 2017
    • 3 replies
    • 874 views
    • 
    • Carol V. Calhoun
    • January 10, 2017

37. Exclusion of otherwise eligbile ee

    By austin3515, January 8, 2017
    • 0 replies
    • 397 views
    • 
    • austin3515
    • January 8, 2017

38. Controlled group-separate plans--2 415 limits?

    By BG5150, January 6, 2017
    • 1 reply
    • 630 views
    • 
    • Mike Preston
    • January 6, 2017

39. Short-term HCE to Sway ADP Test

    By austin3515, December 28, 2016
    • 9 replies
    • 1.3k views
    • 
    • Belgarath
    • January 6, 2017

40. annual compensation limit in profit sharing formula

    By parks777, December 30, 2016
    • 15 replies
    • 2.2k views
    • 
    • parks777
    • January 5, 2017

41. Controlled Group or not?

    By AdKu, December 29, 2016   

    • Controlled Group or not?
    • 4 replies
    • 796 views
    • 
    • rocknrolls2
    • January 5, 2017

42. Employer Match and participant employment agreement

    By whitboston, January 4, 2017
    • 6 replies
    • 1.4k views
    • 
    • whitboston
    • January 5, 2017

43. Is there more?

    By Pammie57, January 5, 2017
    • 1 reply
    • 382 views
    • 
    • BG5150
    • January 5, 2017

44. Control Group coverage testing

    By pixmax, January 5, 2017
    • 4 replies
    • 941 views
    • 
    • pixmax
    • January 5, 2017

45. post year contribution correction

    By WCC, January 5, 2017
    • 1 reply
    • 506 views
    • 
    • Bird
    • January 5, 2017

46. partner's $18K deduction

    By thepensionmaven, January 3, 2017
    • 11 replies
    • 2.4k views
    • 
    • ETA Consulting LLC
    • January 4, 2017

47. plan consolidation

    By thepensionmaven, January 3, 2017
    • 1 reply
    • 830 views
    • 
    • ETA Consulting LLC
    • January 3, 2017

48. Beneficiary - non profit?

    By cdavis25, June 18, 2015
    • 4 replies
    • 1.7k views
    • 
    • austin3515
    • December 29, 2016

49. Terminated Partners Eligible For Profit Sharing?

    By Princess(k), December 28, 2016
    • 7 replies
    • 1.2k views
    • 
    • Peter Gulia
    • December 29, 2016

50. Pay in lieu of notice

    By 7806akp, December 27, 2016
    • 15 replies
    • 5.3k views
    • 
    • ETA Consulting LLC
    • December 29, 2016