401(k) Plans

19,517 topics in this forum

1. Mid-year changes to safe-harbor plans

   By Peter Gulia, January 29, 2016   

   • 1.401(k)-3; 1.401(m)-3
   • 12 replies
   • 4.3k views
   • 
   • ERISA newbie
   • February 4, 2016

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

   By Guest Phil L, January 12, 2000
   • 4 replies
   • 3.6k views
   • 
   • NNichols
   • February 3, 2016

3. Excess Deferral and Allocable Loss

   By CO Bank, February 2, 2016   

   • 401
   • 457b
   • (and 1 more)

     Tagged with:

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

4. Early deposits of employee deferrals

   By DLavigne, February 2, 2016
   • 2 replies
   • 1.2k views
   • 
   • Doghouse
   • February 2, 2016

5. Safe Harbor Match

   By Sir LB, February 1, 2016
   • 5 replies
   • 2.2k views
   • 
   • BG5150
   • February 2, 2016

6. QACA Compensation

   By PLAN MAN, February 2, 2016   

   • qaca
   • 414s
   • 0 replies
   • 1.2k views
   • 
   • PLAN MAN
   • February 2, 2016

7. HCE determination

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

8. FT Williams Users

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

9. Ineligible 401k - Deferred Compensation

   By austin3515, February 1, 2016
   • 0 replies
   • 1.2k views
   • 
   • austin3515
   • February 1, 2016

10. Safe Harbor 401(k) & top heavy

    By R. Butler, January 28, 2016
    • 3 replies
    • 1.3k views
    • 
    • Gadgetfreak
    • January 29, 2016

11. IRS Article on What Went Wrong With Retirement Plans

    By austin3515, January 28, 2016
    • 2 replies
    • 1k views
    • 
    • austin3515
    • January 29, 2016

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

    By cpc0506, January 26, 2016
    • 9 replies
    • 3.9k views
    • 
    • Bird
    • January 28, 2016

13. excess match and acp correction

    By Lori H, March 27, 2008
    • 13 replies
    • 11.9k views
    • 
    • TPApril
    • January 26, 2016

14. Calculating earnings

    By ratherbereading, January 26, 2016   

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

15. 401(k) Loan Repayments Via Check

    By Comp Ben HRIS, January 25, 2016
    • 3 replies
    • 4.7k views
    • 
    • Bird
    • January 26, 2016

16. Missed Deferrals - Correction Method

    By Vlad401k, January 22, 2016
    • 2 replies
    • 1.2k views
    • 
    • Comp Ben HRIS
    • January 25, 2016

17. 1099 R for Participant with Roth and non-Roth monies

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

18. Post Severance comp for Allocations

    By austin3515, January 25, 2016
    • 1 reply
    • 2.3k views
    • 
    • austin3515
    • January 25, 2016

19. Refund of Contributions EE Request

    By jennc1019, January 20, 2016   

    • 401k
    • Refund
    • 4 replies
    • 1.8k views
    • 
    • GBurns
    • January 22, 2016

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

    By Guest tcaldwell, December 3, 2003
    • 22 replies
    • 37.7k views
    • 
    • jpod
    • January 22, 2016

21. Solo plan to invest rollover in Real Estate

    By Jim Chad, December 18, 2015
    • 8 replies
    • 1.4k views
    • 
    • Belgarath
    • January 21, 2016

22. Determination Letter Application

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

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

    By HarleyBabe, January 21, 2016
    • 13 replies
    • 3.2k views
    • 
    • Bill Presson
    • January 21, 2016

24. Solo 401(k) question

    By cbendertpa23, January 15, 2016   

    • solo
    • individual
    • (and 3 more)

      Tagged with:

      • solo
      • individual
      • 401k
      • children
      • owner
    • 7 replies
    • 2.2k views
    • 
    • ETA Consulting LLC
    • January 21, 2016

25. Loan Question

    By Deaconmomma, January 19, 2016
    • 6 replies
    • 1.9k views
    • 
    • BG5150
    • January 20, 2016

26. BRF - Match Formula

    By Gilmore, January 19, 2016
    • 8 replies
    • 2.9k views
    • 
    • Gilmore
    • January 20, 2016

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

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

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

    By Guest Pennysaver, March 17, 2011
    • 15 replies
    • 14k views
    • 
    • Kevin C
    • January 18, 2016

29. Relius / FIS

    By austin3515, January 18, 2016
    • 6 replies
    • 2.7k views
    • 
    • austin3515
    • January 18, 2016

30. ADP testing on new plan

    By Belgarath, January 18, 2016
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • January 18, 2016

31. SEC Custodial Rule 206(4)-2

    By austin3515, January 13, 2016
    • 5 replies
    • 3.1k views
    • 
    • Peter Gulia
    • January 15, 2016

32. 402(g) taxation quick and easy(?)

    By BG5150, January 13, 2016
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • January 15, 2016

33. 5% Owner

    By cammy9, January 14, 2016
    • 6 replies
    • 2.5k views
    • 
    • Mike Preston
    • January 15, 2016

34. 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
    • 4.6k views
    • 
    • LANDO
    • January 14, 2016

35. Allowed Early Entry into 401k Plan

    By preErisa, January 11, 2016   

    • Early Entry
    • 9 replies
    • 3.4k views
    • 
    • austin3515
    • January 13, 2016

36. 5% Owner -HCE status-ADP test

    By Pammie57, January 13, 2016
    • 2 replies
    • 1.6k views
    • 
    • Lou S.
    • January 13, 2016

37. Form 5308

    By bitsyhaze, January 13, 2016   

    • Short Plan Year
    • Form 5308
    • 0 replies
    • 1.1k views
    • 
    • bitsyhaze
    • January 13, 2016

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

    By SwimmingInBowelsOfERISA, January 8, 2016
    • 20 replies
    • 7k views
    • 
    • austin3515
    • January 12, 2016

39. 1099r for a roth 401k

    By Beemer, January 9, 2016
    • 2 replies
    • 1k views
    • 
    • Beemer
    • January 11, 2016

40. National Independent 401(k) Benchmarking Services

    By Eric Taylor, January 6, 2016
    • 3 replies
    • 1.3k views
    • 
    • Bill Presson
    • January 8, 2016

41. auto enrollment failure

    By Earl, January 7, 2016
    • 4 replies
    • 1.4k views
    • 
    • EBECatty
    • January 8, 2016

42. PPA 06 restatement effective date 2016 or 2017?

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

43. Start a 401k plan

    By ombskid, November 5, 2013
    • 10 replies
    • 2.3k views
    • 
    • SwimmingInBowelsOfERISA
    • January 8, 2016

44. 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
    • 1.8k views
    • 
    • Kevin C
    • January 7, 2016

45. Legally Married In New York

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

46. Controlled Group/For Profit/Non-Profit

    By austin3515, January 7, 2016
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • January 7, 2016

47. plan took 401k contribution on Bonus

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

48. Missed Auto Increase

    By S- Milwaukee, January 6, 2016
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • January 7, 2016

49. Controlled Group ADP Testing

    By JBones, January 6, 2016   

    • controlled group
    • disaggregation
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 6, 2016

50. Notification of Stable Value Rate Change

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