401(k) Plans

19,275 topics in this forum

1. counted for ADP test or not

   By thepensionmaven, February 8, 2016
   • 2 replies
   • 663 views
   • 
   • Tom Poje
   • February 9, 2016

2. Forfeitures Not Used for SH... BUT

   By austin3515, February 2, 2016
   • 8 replies
   • 1.3k views
   • 
   • AdKu
   • February 8, 2016

3. Plan investments

   By Chippy, February 5, 2016
   • 2 replies
   • 687 views
   • 
   • Peter Gulia
   • February 5, 2016

4. 401k Plans and The Patriot Act

   By ratherbereading, January 29, 2016
   • 16 replies
   • 3.9k views
   • 
   • Mike Preston
   • February 4, 2016

5. ADP Testing for New Plan who uses prior year testing....

   By Pammie57, February 3, 2016
   • 5 replies
   • 938 views
   • 
   • BG5150
   • February 4, 2016

6. Ilene Ferenczy's Article in BL Newsletter

   By austin3515, February 4, 2016
   • 1 reply
   • 683 views
   • 
   • austin3515
   • February 4, 2016

7. Mid-year changes to safe-harbor plans

   By Peter Gulia, January 29, 2016   

   • 1.401(k)-3; 1.401(m)-3
   • 12 replies
   • 3.5k views
   • 
   • ERISA newbie
   • February 4, 2016

8. Is trustee required to report interest on 1098 form?

   By Guest Phil L, January 12, 2000
   • 4 replies
   • 3k views
   • 
   • NNichols
   • February 3, 2016

9. Excess Deferral and Allocable Loss

   By CO Bank, February 2, 2016   

   • 401
   • 457b
   • (and 1 more)

     Tagged with:

     • 401
     • 457b
     • Excess Deferral
   • 5 replies
   • 1.7k views
   • 
   • CO Bank
   • February 2, 2016

10. Early deposits of employee deferrals

    By DLavigne, February 2, 2016
    • 2 replies
    • 790 views
    • 
    • Doghouse
    • February 2, 2016

11. Safe Harbor Match

    By Sir LB, February 1, 2016
    • 5 replies
    • 1.8k views
    • 
    • BG5150
    • February 2, 2016

12. QACA Compensation

    By PLAN MAN, February 2, 2016   

    • qaca
    • 414s
    • 0 replies
    • 979 views
    • 
    • PLAN MAN
    • February 2, 2016

13. HCE determination

    By R. Butler, February 1, 2016
    • 1 reply
    • 769 views
    • 
    • Lou S.
    • February 1, 2016

14. FT Williams Users

    By coleboy, February 1, 2016
    • 0 replies
    • 615 views
    • 
    • coleboy
    • February 1, 2016

15. Ineligible 401k - Deferred Compensation

    By austin3515, February 1, 2016
    • 0 replies
    • 910 views
    • 
    • austin3515
    • February 1, 2016

16. Safe Harbor 401(k) & top heavy

    By R. Butler, January 28, 2016
    • 3 replies
    • 1.1k views
    • 
    • Gadgetfreak
    • January 29, 2016

17. IRS Article on What Went Wrong With Retirement Plans

    By austin3515, January 28, 2016
    • 2 replies
    • 783 views
    • 
    • austin3515
    • January 29, 2016

18. Life Insurance in a 401k plan- CSV reported or not

    By cpc0506, January 26, 2016
    • 9 replies
    • 2.9k views
    • 
    • Bird
    • January 28, 2016

19. excess match and acp correction

    By Lori H, March 27, 2008
    • 13 replies
    • 10.9k views
    • 
    • TPApril
    • January 26, 2016

20. Calculating earnings

    By ratherbereading, January 26, 2016   

    • distribution error
    • earnings calculation
    • 1 reply
    • 627 views
    • 
    • ESOP Guy
    • January 26, 2016

21. 401(k) Loan Repayments Via Check

    By Comp Ben HRIS, January 25, 2016
    • 3 replies
    • 3.1k views
    • 
    • Bird
    • January 26, 2016

22. Missed Deferrals - Correction Method

    By Vlad401k, January 22, 2016
    • 2 replies
    • 977 views
    • 
    • Comp Ben HRIS
    • January 25, 2016

23. 1099 R for Participant with Roth and non-Roth monies

    By Pammie57, January 25, 2016
    • 1 reply
    • 640 views
    • 
    • Lou S.
    • January 25, 2016

24. Post Severance comp for Allocations

    By austin3515, January 25, 2016
    • 1 reply
    • 2k views
    • 
    • austin3515
    • January 25, 2016

25. Refund of Contributions EE Request

    By jennc1019, January 20, 2016   

    • 401k
    • Refund
    • 4 replies
    • 1.4k views
    • 
    • GBurns
    • January 22, 2016

26. can a person with power of attorney change a beneficiary designation

    By Guest tcaldwell, December 3, 2003
    • 22 replies
    • 33.6k views
    • 
    • jpod
    • January 22, 2016

27. Solo plan to invest rollover in Real Estate

    By Jim Chad, December 18, 2015
    • 8 replies
    • 1k views
    • 
    • Belgarath
    • January 21, 2016

28. Determination Letter Application

    By kcav2006, January 21, 2016
    • 1 reply
    • 686 views
    • 
    • spicerfam
    • January 21, 2016

29. Initial Eligibility Period Anniversary to Plan Year - Help on the entry date?

    By HarleyBabe, January 21, 2016
    • 13 replies
    • 2.2k views
    • 
    • Bill Presson
    • January 21, 2016

30. Solo 401(k) question

    By cbendertpa23, January 15, 2016   

    • solo
    • individual
    • (and 3 more)

      Tagged with:

      • solo
      • individual
      • 401k
      • children
      • owner
    • 7 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 21, 2016

31. Loan Question

    By Deaconmomma, January 19, 2016
    • 6 replies
    • 1.5k views
    • 
    • BG5150
    • January 20, 2016

32. BRF - Match Formula

    By Gilmore, January 19, 2016
    • 8 replies
    • 2.3k views
    • 
    • Gilmore
    • January 20, 2016

33. Auto Enroll Feature with Financial Institution Where They Track Hours and Determine Elig. But Not Bundled Plan

    By HarleyBabe, January 18, 2016
    • 2 replies
    • 715 views
    • 
    • HarleyBabe
    • January 19, 2016

34. Can RMD from IRA be avoided by rolling into 401(k)?

    By Guest Pennysaver, March 17, 2011
    • 15 replies
    • 12.3k views
    • 
    • Kevin C
    • January 18, 2016

35. Relius / FIS

    By austin3515, January 18, 2016
    • 6 replies
    • 2.1k views
    • 
    • austin3515
    • January 18, 2016

36. ADP testing on new plan

    By Belgarath, January 18, 2016
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 18, 2016

37. SEC Custodial Rule 206(4)-2

    By austin3515, January 13, 2016
    • 5 replies
    • 2.1k views
    • 
    • Peter Gulia
    • January 15, 2016

38. 402(g) taxation quick and easy(?)

    By BG5150, January 13, 2016
    • 2 replies
    • 958 views
    • 
    • Tom Poje
    • January 15, 2016

39. 5% Owner

    By cammy9, January 14, 2016
    • 6 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 15, 2016

40. Acquisition of Subsidiary, Merging Safe Harbor Plans

    By LANDO, January 13, 2016   

    • safe harbor plan
    • merger
    • (and 2 more)

      Tagged with:

      • safe harbor plan
      • merger
      • acquisition
      • mid-year amendment
    • 9 replies
    • 4k views
    • 
    • LANDO
    • January 14, 2016

41. Allowed Early Entry into 401k Plan

    By preErisa, January 11, 2016   

    • Early Entry
    • 9 replies
    • 2.8k views
    • 
    • austin3515
    • January 13, 2016

42. 5% Owner -HCE status-ADP test

    By Pammie57, January 13, 2016
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • January 13, 2016

43. Form 5308

    By bitsyhaze, January 13, 2016   

    • Short Plan Year
    • Form 5308
    • 0 replies
    • 836 views
    • 
    • bitsyhaze
    • January 13, 2016

44. Confused Self Directed Solo 401k Plan - Trust vs Custodial Account

    By SwimmingInBowelsOfERISA, January 8, 2016
    • 20 replies
    • 4.9k views
    • 
    • austin3515
    • January 12, 2016

45. 1099r for a roth 401k

    By Beemer, January 9, 2016
    • 2 replies
    • 714 views
    • 
    • Beemer
    • January 11, 2016

46. National Independent 401(k) Benchmarking Services

    By Eric Taylor, January 6, 2016
    • 3 replies
    • 977 views
    • 
    • Bill Presson
    • January 8, 2016

47. auto enrollment failure

    By Earl, January 7, 2016
    • 4 replies
    • 1.2k views
    • 
    • EBECatty
    • January 8, 2016

48. PPA 06 restatement effective date 2016 or 2017?

    By Pension Panda, January 7, 2016
    • 2 replies
    • 1.8k views
    • 
    • Pension Panda
    • January 8, 2016

49. Start a 401k plan

    By ombskid, November 5, 2013
    • 10 replies
    • 1.7k views
    • 
    • SwimmingInBowelsOfERISA
    • January 8, 2016

50. Union Plan Allocation Conditions

    By John Feldt ERPA CPC QPA, January 7, 2016   

    • union
    • collectively bargained
    • (and 4 more)

      Tagged with:

      • union
      • collectively bargained
      • accrual
      • allocation conditions
      • allocation requirements
      • special rules
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • January 7, 2016