401(k) Plans

19,363 topics in this forum

1. QACA Compensation

   By PLAN MAN, February 2, 2016   

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

2. HCE determination

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

3. FT Williams Users

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

4. Ineligible 401k - Deferred Compensation

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

5. Safe Harbor 401(k) & top heavy

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

6. IRS Article on What Went Wrong With Retirement Plans

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

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

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

8. excess match and acp correction

   By Lori H, March 27, 2008
   • 13 replies
   • 11.1k views
   • 
   • TPApril
   • January 26, 2016

9. Calculating earnings

   By ratherbereading, January 26, 2016   

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

10. 401(k) Loan Repayments Via Check

    By Comp Ben HRIS, January 25, 2016
    • 3 replies
    • 3.7k views
    • 
    • Bird
    • January 26, 2016

11. Missed Deferrals - Correction Method

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

12. 1099 R for Participant with Roth and non-Roth monies

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

13. Post Severance comp for Allocations

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

14. Refund of Contributions EE Request

    By jennc1019, January 20, 2016   

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

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

    By Guest tcaldwell, December 3, 2003
    • 22 replies
    • 34.7k views
    • 
    • jpod
    • January 22, 2016

16. Solo plan to invest rollover in Real Estate

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

17. Determination Letter Application

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

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

    By HarleyBabe, January 21, 2016
    • 13 replies
    • 2.4k views
    • 
    • Bill Presson
    • January 21, 2016

19. 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

20. Loan Question

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

21. BRF - Match Formula

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

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

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

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

    By Guest Pennysaver, March 17, 2011
    • 15 replies
    • 12.6k views
    • 
    • Kevin C
    • January 18, 2016

24. Relius / FIS

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

25. ADP testing on new plan

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

26. SEC Custodial Rule 206(4)-2

    By austin3515, January 13, 2016
    • 5 replies
    • 2.3k views
    • 
    • Peter Gulia
    • January 15, 2016

27. 402(g) taxation quick and easy(?)

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

28. 5% Owner

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

29. 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

30. Allowed Early Entry into 401k Plan

    By preErisa, January 11, 2016   

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

31. 5% Owner -HCE status-ADP test

    By Pammie57, January 13, 2016
    • 2 replies
    • 1.4k views
    • 
    • Lou S.
    • January 13, 2016

32. Form 5308

    By bitsyhaze, January 13, 2016   

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

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

    By SwimmingInBowelsOfERISA, January 8, 2016
    • 20 replies
    • 5.4k views
    • 
    • austin3515
    • January 12, 2016

34. 1099r for a roth 401k

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

35. National Independent 401(k) Benchmarking Services

    By Eric Taylor, January 6, 2016
    • 3 replies
    • 1k views
    • 
    • Bill Presson
    • January 8, 2016

36. auto enrollment failure

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

37. PPA 06 restatement effective date 2016 or 2017?

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

38. Start a 401k plan

    By ombskid, November 5, 2013
    • 10 replies
    • 1.8k views
    • 
    • SwimmingInBowelsOfERISA
    • January 8, 2016

39. 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

40. Legally Married In New York

    By austin3515, January 7, 2016
    • 2 replies
    • 551 views
    • 
    • My 2 cents
    • January 7, 2016

41. Controlled Group/For Profit/Non-Profit

    By austin3515, January 7, 2016
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • January 7, 2016

42. plan took 401k contribution on Bonus

    By JKW, January 7, 2016
    • 0 replies
    • 705 views
    • 
    • JKW
    • January 7, 2016

43. Missed Auto Increase

    By S- Milwaukee, January 6, 2016
    • 1 reply
    • 850 views
    • 
    • Belgarath
    • January 7, 2016

44. Controlled Group ADP Testing

    By JBones, January 6, 2016   

    • controlled group
    • disaggregation
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • January 6, 2016

45. Notification of Stable Value Rate Change

    By khn, January 6, 2016
    • 0 replies
    • 766 views
    • 
    • khn
    • January 6, 2016

46. Safe Harbor Amendment Restriction Work Around

    By Young Curmudgeon, December 30, 2015
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 5, 2016

47. deferral % based on comp limit or total comp?

    By WCC, June 3, 2014
    • 36 replies
    • 5.7k views
    • 
    • Bird
    • January 5, 2016

48. HCEs in both US and Puerto Rico Plan

    By justatester, January 5, 2016
    • 0 replies
    • 855 views
    • 
    • justatester
    • January 5, 2016

49. Elect Def Failures (RP 2015-28)

    By austin3515, January 2, 2016
    • 0 replies
    • 822 views
    • 
    • austin3515
    • January 2, 2016

50. Plan Design - Exclude HCEs

    By Gilmore, December 30, 2015
    • 5 replies
    • 1.1k views
    • 
    • K2retire
    • December 31, 2015