401(k) Plans

19,534 topics in this forum

1. Proof of Hardship

   By AKPension, March 30, 2017
   • 9 replies
   • 2k views
   • 
   • Peter Gulia
   • April 5, 2017

2. TIAA CREF Conversion

   By MjInvestments, April 4, 2017   

   • tiaa-cref
   • tiaa
   • (and 1 more)

     Tagged with:

     • tiaa-cref
     • tiaa
     • variable annuity
   • 2 replies
   • 1.8k views
   • 
   • austin3515
   • April 5, 2017

3. Early participation

   By Belgarath, April 4, 2017
   • 2 replies
   • 966 views
   • 
   • Belgarath
   • April 4, 2017

4. Excluding Interns as a Class from 401(k) Plan Participation

   By coleboy, March 28, 2017
   • 10 replies
   • 10.3k views
   • 
   • jpod
   • April 4, 2017

5. New Comp Contribution red flags

   By Sammiemor, April 4, 2017
   • 7 replies
   • 1.3k views
   • 
   • K2
   • April 4, 2017

6. Discretionary Match

   By Nuts, March 21, 2017   

   • discretionary match
   • amendment after year end
   • (and 1 more)

     Tagged with:

     • discretionary match
     • amendment after year end
     • top heavy
   • 4 replies
   • 1.8k views
   • 
   • Nuts
   • April 4, 2017

7. VFCP Program

   By austin3515, March 30, 2017
   • 8 replies
   • 1.7k views
   • 
   • austin3515
   • April 3, 2017

8. 401K active loan, then hardship request on balance with resignation

   By Aeolia, April 3, 2017
   • 2 replies
   • 1k views
   • 
   • Lou S.
   • April 3, 2017

9. 401(k) plan + SEP, and nondiscrimination testing

   By AndrewZ, April 3, 2017
   • 0 replies
   • 929 views
   • 
   • AndrewZ
   • April 3, 2017

10. Hardships and Rehire

    By 52626, March 30, 2017
    • 2 replies
    • 1.1k views
    • 
    • 52626
    • March 30, 2017

11. Can you exclude catchups from SH Match?

    By Jim Chad, March 30, 2017
    • 2 replies
    • 967 views
    • 
    • Tom Poje
    • March 30, 2017

12. ADP Failure but funds rolled over

    By Blinky the 3-eyed Fish, March 28, 2017
    • 6 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • March 29, 2017

13. Life Insurance Plans in 401(k)

    By 401(k) DUDE, March 28, 2017
    • 1 reply
    • 685 views
    • 
    • Belgarath
    • March 29, 2017

14. SEP IRA In SAme Year as 401k

    By austin3515, March 28, 2017
    • 7 replies
    • 1.6k views
    • 
    • austin3515
    • March 28, 2017

15. Successor plan rule

    By R.G., March 27, 2017
    • 21 replies
    • 9.2k views
    • 
    • MoJo
    • March 28, 2017

16. 401k vesting lost when transferring abroad

    By George, March 27, 2017
    • 2 replies
    • 941 views
    • 
    • MoJo
    • March 28, 2017

17. Empower/KGPF Lawsuit

    By austin3515, March 24, 2017
    • 12 replies
    • 12k views
    • 
    • RatherBeGolfing
    • March 27, 2017

18. State FMLA and Break In Service

    By goldtpa, March 22, 2017
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • March 24, 2017

19. Term of Service Waiver

    By whistlingvivaldi, March 23, 2017   

    • 401k
    • 3 replies
    • 778 views
    • 
    • Bill Presson
    • March 24, 2017

20. Earned Income Calculation

    By austin3515, March 23, 2017
    • 1 reply
    • 708 views
    • 
    • Bird
    • March 24, 2017

21. Earned Income Calculation

    By austin3515, March 23, 2017
    • 1 reply
    • 810 views
    • 
    • Belgarath
    • March 23, 2017

22. Remove Auto Enroll

    By CJS07, March 22, 2017   

    • timing?
    • 2 replies
    • 2.7k views
    • 
    • TPAJake
    • March 23, 2017

23. Must an individual-designed-plan be restated if compliant?

    By kmhaab, March 17, 2017   

    • restatement
    • nonamender failure
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • March 23, 2017

24. EPCRS Correction / Loan Default

    By austin3515, March 21, 2017
    • 15 replies
    • 3.6k views
    • 
    • Tom Poje
    • March 23, 2017

25. New Comparability, NOT top heavy, No safe harbor

    By Pension Panda, March 21, 2017
    • 12 replies
    • 3.3k views
    • 
    • Mike Preston
    • March 21, 2017

26. New Safe Harbor 401K & Terminated Employees

    By JToenes, March 17, 2017   

    • safe harbor
    • terminated employee
    • (and 4 more)

      Tagged with:

      • safe harbor
      • terminated employee
      • terminated employees
      • 401(k)
      • 401
      • new
    • 3 replies
    • 2.5k views
    • 
    • Mr Bagwell
    • March 20, 2017

27. ADP/ACP, Ratio Percentage

    By fiona1, March 17, 2017
    • 1 reply
    • 883 views
    • 
    • BG5150
    • March 17, 2017

28. Hardship Withdrawal vs. Loan for First Time Home buyers

    By Pammie57, March 17, 2017
    • 1 reply
    • 811 views
    • 
    • Belgarath
    • March 17, 2017

29. Gift cards - how to include in comp & treat for 401k

    By TPApril, March 15, 2017
    • 10 replies
    • 7.3k views
    • 
    • RatherBeGolfing
    • March 16, 2017

30. Match refunded or forfeited in this case

    By BG5150, March 16, 2017
    • 4 replies
    • 998 views
    • 
    • Tom Poje
    • March 16, 2017

31. Hardships / Self-Certification

    By austin3515, March 15, 2017
    • 10 replies
    • 2.5k views
    • 
    • RatherBeGolfing
    • March 16, 2017

32. Early Entry Deferrals/1 yr wait for match

    By Guest Effie Clark, February 28, 2000
    • 5 replies
    • 2.2k views
    • 
    • K2retire
    • March 16, 2017

33. Safe Harbor Nonelective with exclusions

    By AKPension, March 15, 2017
    • 5 replies
    • 888 views
    • 
    • ETA Consulting LLC
    • March 15, 2017

34. Cross tested Calc

    By Pammie57, March 14, 2017
    • 4 replies
    • 1.1k views
    • 
    • CuseFan
    • March 14, 2017

35. Mid-Year Open MEP Conversion - 5500 Filings

    By The 402"(G)", March 10, 2017   

    • 5500
    • mep
    • (and 4 more)

      Tagged with:

      • 5500
      • mep
      • multiple
      • employer
      • plan
      • multiple employer plan
    • 2 replies
    • 1.5k views
    • 
    • The 402"(G)"
    • March 14, 2017

36. How bad does this mid-year SHM change feel?

    By AlbanyConsultant, March 13, 2017
    • 6 replies
    • 1.9k views
    • 
    • Kevin C
    • March 14, 2017

37. Safe Harbor Nonelective & HCE exclusion

    By AdKu, March 13, 2017
    • 2 replies
    • 806 views
    • 
    • Bird
    • March 14, 2017

38. Safe Harbor to HCEs

    By Gilmore, March 1, 2016
    • 15 replies
    • 5.5k views
    • 
    • Tom Poje
    • March 14, 2017

39. Cash in lue of fringe benefit counted as comp?

    By Jim Chad, March 13, 2017
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 13, 2017

40. Affiliated employer wants to start own plan

    By Santo Gold, March 13, 2017
    • 0 replies
    • 617 views
    • 
    • Santo Gold
    • March 13, 2017

41. Short Plan Year - New Plan

    By Pammie57, March 13, 2017
    • 3 replies
    • 2.5k views
    • 
    • Tom Poje
    • March 13, 2017

42. Schedule C Income- 2 Separate Businesses

    By steverenner, March 9, 2017   

    • sole proprietor
    • 5 replies
    • 2.3k views
    • 
    • Kevin C
    • March 10, 2017

43. Disadvantage of ADP Refunds

    By austin3515, March 10, 2017
    • 10 replies
    • 1.4k views
    • 
    • austin3515
    • March 10, 2017

44. Missed Safe Harbor and ADP testing

    By BG5150, March 9, 2017
    • 8 replies
    • 2.5k views
    • 
    • RatherBeGolfing
    • March 10, 2017

45. 415 confusion - non calendar year

    By WCC, March 9, 2017
    • 5 replies
    • 1.6k views
    • 
    • WCC
    • March 9, 2017

46. RMD Rules

    By austin3515, March 7, 2017
    • 11 replies
    • 2.4k views
    • 
    • austin3515
    • March 9, 2017

47. HCE violated 402(g)... effect on profit sharing?

    By AlbanyConsultant, March 7, 2017
    • 2 replies
    • 896 views
    • 
    • AlbanyConsultant
    • March 8, 2017

48. Safe Harbor 401(k) top-heavy if profit sharing contributions also made?

    By Guest Hilarion, December 9, 2003
    • 15 replies
    • 14k views
    • 
    • Reluctant Actuary
    • March 8, 2017

49. CONTROLLED GROUP/ADP TESTING

    By Chippy, March 8, 2017
    • 6 replies
    • 940 views
    • 
    • Tom Poje
    • March 8, 2017

50. Electronic Distribution of Fund Change Notice

    By 52626, March 8, 2017
    • 1 reply
    • 812 views
    • 
    • RatherBeGolfing
    • March 8, 2017