401(k) Plans

19,382 topics in this forum

1. Failed ADP TEST - HCE who is due refund is terminated and rollover $$$ over

   By Pammie57, February 17, 2016
   • 1 reply
   • 1.6k views
   • 
   • Lou S.
   • February 17, 2016

2. Safe Harbor Contribution for Owner in Controlled Group

   By MindyFPG, February 16, 2016
   • 1 reply
   • 812 views
   • 
   • bito'money
   • February 17, 2016

3. Non-discrimination (401(a)(4))

   By EBDI, February 16, 2016
   • 7 replies
   • 1.5k views
   • 
   • Mike Preston
   • February 16, 2016

4. Defferals Deposited to 401k Plan but not withheld from paychecks

   By Yvonne T, February 16, 2016
   • 2 replies
   • 1.8k views
   • 
   • ETA Consulting LLC
   • February 16, 2016

5. auto enroll opt out

   By pmacduff, February 3, 2016
   • 1 reply
   • 913 views
   • 
   • PainPA
   • February 16, 2016

6. Embezzle to 401(k) plan

   By sla, February 12, 2016
   • 12 replies
   • 1.5k views
   • 
   • BG5150
   • February 15, 2016

7. Prior Year vs. Current Year Testing Method

   By Pension Nerd, February 11, 2016
   • 7 replies
   • 5.2k views
   • 
   • imchipbrown
   • February 13, 2016

8. Deferred Compensation

   By austin3515, February 11, 2016
   • 16 replies
   • 1.8k views
   • 
   • jpod
   • February 12, 2016

9. Prior testing and first year match

   By Jim Chad, February 9, 2016
   • 1 reply
   • 516 views
   • 
   • Tom Poje
   • February 9, 2016

10. counted for ADP test or not

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

11. Forfeitures Not Used for SH... BUT

    By austin3515, February 2, 2016
    • 8 replies
    • 1.4k views
    • 
    • AdKu
    • February 8, 2016

12. Plan investments

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

13. 401k Plans and The Patriot Act

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

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

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

15. Ilene Ferenczy's Article in BL Newsletter

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

16. Mid-year changes to safe-harbor plans

    By Peter Gulia, January 29, 2016   

    • 1.401(k)-3; 1.401(m)-3
    • 12 replies
    • 3.6k views
    • 
    • ERISA newbie
    • February 4, 2016

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

    By Guest Phil L, January 12, 2000
    • 4 replies
    • 3.3k views
    • 
    • NNichols
    • February 3, 2016

18. 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

19. Early deposits of employee deferrals

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

20. Safe Harbor Match

    By Sir LB, February 1, 2016
    • 5 replies
    • 1.9k views
    • 
    • BG5150
    • February 2, 2016

21. QACA Compensation

    By PLAN MAN, February 2, 2016   

    • qaca
    • 414s
    • 0 replies
    • 1k views
    • 
    • PLAN MAN
    • February 2, 2016

22. HCE determination

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

23. FT Williams Users

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

24. Ineligible 401k - Deferred Compensation

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

25. Safe Harbor 401(k) & top heavy

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

26. IRS Article on What Went Wrong With Retirement Plans

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

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

    By cpc0506, January 26, 2016
    • 9 replies
    • 3.1k views
    • 
    • Bird
    • January 28, 2016

28. excess match and acp correction

    By Lori H, March 27, 2008
    • 13 replies
    • 11.2k views
    • 
    • TPApril
    • January 26, 2016

29. Calculating earnings

    By ratherbereading, January 26, 2016   

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

30. 401(k) Loan Repayments Via Check

    By Comp Ben HRIS, January 25, 2016
    • 3 replies
    • 3.9k views
    • 
    • Bird
    • January 26, 2016

31. Missed Deferrals - Correction Method

    By Vlad401k, January 22, 2016
    • 2 replies
    • 1k views
    • 
    • Comp Ben HRIS
    • January 25, 2016

32. 1099 R for Participant with Roth and non-Roth monies

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

33. Post Severance comp for Allocations

    By austin3515, January 25, 2016
    • 1 reply
    • 2.1k views
    • 
    • austin3515
    • January 25, 2016

34. Refund of Contributions EE Request

    By jennc1019, January 20, 2016   

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

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

    By Guest tcaldwell, December 3, 2003
    • 22 replies
    • 35.2k views
    • 
    • jpod
    • January 22, 2016

36. Solo plan to invest rollover in Real Estate

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

37. Determination Letter Application

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

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

    By HarleyBabe, January 21, 2016
    • 13 replies
    • 2.5k views
    • 
    • Bill Presson
    • January 21, 2016

39. Solo 401(k) question

    By cbendertpa23, January 15, 2016   

    • solo
    • individual
    • (and 3 more)

      Tagged with:

      • solo
      • individual
      • 401k
      • children
      • owner
    • 7 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • January 21, 2016

40. Loan Question

    By Deaconmomma, January 19, 2016
    • 6 replies
    • 1.6k views
    • 
    • BG5150
    • January 20, 2016

41. BRF - Match Formula

    By Gilmore, January 19, 2016
    • 8 replies
    • 2.4k views
    • 
    • Gilmore
    • January 20, 2016

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

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

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

    By Guest Pennysaver, March 17, 2011
    • 15 replies
    • 12.8k views
    • 
    • Kevin C
    • January 18, 2016

44. Relius / FIS

    By austin3515, January 18, 2016
    • 6 replies
    • 2.2k views
    • 
    • austin3515
    • January 18, 2016

45. ADP testing on new plan

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

46. SEC Custodial Rule 206(4)-2

    By austin3515, January 13, 2016
    • 5 replies
    • 2.4k views
    • 
    • Peter Gulia
    • January 15, 2016

47. 402(g) taxation quick and easy(?)

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

48. 5% Owner

    By cammy9, January 14, 2016
    • 6 replies
    • 2k views
    • 
    • Mike Preston
    • January 15, 2016

49. 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
    • 4.1k views
    • 
    • LANDO
    • January 14, 2016

50. Allowed Early Entry into 401k Plan

    By preErisa, January 11, 2016   

    • Early Entry
    • 9 replies
    • 2.9k views
    • 
    • austin3515
    • January 13, 2016