401(k) Plans

19,275 topics in this forum

1. Info that old TPA is obligated to supply for a takeover?

   By mming, June 10, 2015
   • 9 replies
   • 1.3k views
   • 
   • david rigby
   • June 10, 2015

2. Is the addition of an adopting employer (creates a MEP) allowed mid year for SH Plan

   By jkharvey, June 9, 2015
   • 3 replies
   • 689 views
   • 
   • QDROphile
   • June 9, 2015

3. Missed Deferral, QNEC, Deductions

   By MGOAdmin, June 9, 2015   

   • qnec
   • deduction limit
   • (and 1 more)

     Tagged with:

     • qnec
     • deduction limit
     • missed deferral
   • 0 replies
   • 1.4k views
   • 
   • MGOAdmin
   • June 9, 2015

4. Using catch-up in ADP testing of terminated HCE?

   By Flyboyjohn, June 9, 2015
   • 15 replies
   • 1.9k views
   • 
   • Mike Preston
   • June 10, 2015

5. Hardship - 5 Wheeler considered primary residence?

   By katie58, June 8, 2015
   • 12 replies
   • 4.1k views
   • 
   • ESOP Guy
   • June 10, 2015

6. Over Match

   By Safeharbor29, June 8, 2015   

   • correction
   • safe harbor
   • (and 1 more)

     Tagged with:

     • correction
     • safe harbor
     • compensation limit
   • 1 reply
   • 1.6k views
   • 
   • Kevin C
   • June 10, 2015

7. Another Amendment to Safe Harbor Plan Question

   By austin3515, June 8, 2015
   • 20 replies
   • 1.8k views
   • 
   • austin3515
   • June 15, 2015

8. Distribution - re-contribution

   By MGOAdmin, June 8, 2015   

   • 401k
   • IRA
   • 2 replies
   • 2k views
   • 
   • Appleby
   • June 14, 2015

9. persuading Fidelity to fix an error

   By K2retire, June 4, 2015
   • 7 replies
   • 2.7k views
   • 
   • Kevin C
   • June 5, 2015

10. Employee Moving to Puerto Rico

    By khn, June 4, 2015
    • 6 replies
    • 2.3k views
    • 
    • khn
    • June 5, 2015

11. Any issues to watch out for if the PS contribution is based on a participant making elective deferrals?

    By jkharvey, June 4, 2015
    • 5 replies
    • 823 views
    • 
    • ESOP Guy
    • June 4, 2015

12. escalation, auto-escalation, auto enrollment, ACA, automatic contribution arrangement

    By LANDO, June 3, 2015   

    • automatic escalation
    • aca
    • (and 1 more)

      Tagged with:

      • automatic escalation
      • aca
      • auto enrollment
    • 6 replies
    • 3.4k views
    • 
    • LANDO
    • March 2, 2016

13. Vesting Service

    By Safeharbor29, June 3, 2015   

    • prior employer
    • predecessor employer
    • 2 replies
    • 1k views
    • 
    • Mike Preston
    • June 3, 2015

14. Safe harbor plan fails coverage

    By 30Rock, June 3, 2015
    • 3 replies
    • 1.5k views
    • 
    • PensionPro
    • February 23, 2017

15. Safe Harbor - can we change mid-year to fund match faster?

    By masteff, June 3, 2015
    • 6 replies
    • 1.3k views
    • 
    • masteff
    • June 4, 2015

16. Failing Testing Every Year?

    By khn, June 2, 2015
    • 3 replies
    • 846 views
    • 
    • austin3515
    • June 2, 2015
17. Weird QDRO Question

    Topic was moved to forum Qualified Domestic Relations Orders (QDROs)

18. Incorrect Safe Harbor Notice

    By 52626, June 2, 2015
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • June 2, 2015

19. Plan holds land as asset and sells timber

    By jkharvey, June 2, 2015
    • 2 replies
    • 790 views
    • 
    • masteff
    • June 4, 2015

20. ACA Notice

    By Safeharbor29, June 1, 2015
    • 1 reply
    • 739 views
    • 
    • Flyboyjohn
    • June 1, 2015

21. Prefunding Contributions

    By Safeharbor29, May 29, 2015
    • 2 replies
    • 3.4k views
    • 
    • Kevin C
    • May 29, 2015

22. Participant Fee Disclosure on Conversions

    By LMOC, May 28, 2015
    • 0 replies
    • 944 views
    • 
    • LMOC
    • May 28, 2015

23. Business acquisition - separate safe harbor 401k plans

    By Belgarath, May 28, 2015
    • 4 replies
    • 968 views
    • 
    • Belgarath
    • May 28, 2015

24. Doc investing in real estate; appraisal/5500 question

    By jmartin, May 28, 2015
    • 5 replies
    • 1.7k views
    • 
    • ESOP Guy
    • June 1, 2015

25. Prevailing Wage/Davis Bacon - dealing with awarding agencies?

    By AndrewZ, May 28, 2015
    • 0 replies
    • 735 views
    • 
    • AndrewZ
    • May 28, 2015

26. Amending a Maybe Safe Harbor Plan

    By kgr12, May 27, 2015
    • 1 reply
    • 807 views
    • 
    • Lou S.
    • May 27, 2015

27. Pentegra Retirement Services: Free Webcast Today

    By Pentegra Retirement Serv., May 26, 2015
    • 0 replies
    • 934 views
    • 
    • Pentegra Retirement Serv.
    • May 26, 2015

28. Top Heavy question

    By drewmc2001, May 25, 2015   

    • Top Heavy
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • November 11, 2015

29. Safe Harbor 401(k) Discretionary Contributions/Profit Sharing

    By mitchelt, May 22, 2015
    • 4 replies
    • 1.7k views
    • 
    • mitchelt
    • May 23, 2015

30. Can bargaining parties exclude employees from right to defer?

    By MAM08, May 21, 2015
    • 11 replies
    • 2.2k views
    • 
    • austin3515
    • July 28, 2016

31. Forfeiture Reallocation

    By Chippy, May 21, 2015
    • 6 replies
    • 3.3k views
    • 
    • Bird
    • September 4, 2015

32. Deduction issue?

    By pixmax, May 20, 2015
    • 17 replies
    • 1.6k views
    • 
    • pixmax
    • June 4, 2015

33. Rollover Funds

    By Safeharbor29, May 19, 2015   

    • 403(b)(7)
    • rollover
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • May 22, 2015

34. Amending Plan's Cash-Out From $1,000 to $5,000

    By 401 Chaos, May 19, 2015
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • May 19, 2015

35. Refund of excess commissions paid

    By pensionlife, May 19, 2015   

    • commission error
    • 1 reply
    • 875 views
    • 
    • QDROphile
    • May 19, 2015

36. Safe Harbor Match Calculation- Need Help

    By coleboy, May 18, 2015
    • 9 replies
    • 3.4k views
    • 
    • ETA Consulting LLC
    • May 20, 2015

37. Recordkeeping Fees

    By Kent, May 16, 2015   

    • Fees
    • 8 replies
    • 2.4k views
    • 
    • ESOP Guy
    • May 18, 2015

38. Compensation-K1

    By Safeharbor29, May 15, 2015   

    • k-1
    • compensation
    • (and 1 more)

      Tagged with:

      • k-1
      • compensation
      • simplified 415
    • 1 reply
    • 2.4k views
    • 
    • ETA Consulting LLC
    • May 15, 2015

39. Top-Heavy Aggregation

    By MGOAdmin, May 15, 2015   

    • top heavy
    • aggregation
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • May 15, 2015

40. What compensation is used for General Testing?

    By justatester, May 13, 2015
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • May 13, 2015

41. CFP Experience Requirement - TPA

    By ERISA13, May 12, 2015
    • 0 replies
    • 824 views
    • 
    • ERISA13
    • May 12, 2015

42. Primary Residential Loans

    By Safeharbor29, May 12, 2015   

    • Loans
    • primary residence
    • (and 1 more)

      Tagged with:

      • Loans
      • primary residence
      • penalties
    • 4 replies
    • 2.7k views
    • 
    • K2retire
    • October 16, 2017

43. Delayed Investment of Employee Deferrals

    By Guest Golden401k, May 12, 2015
    • 2 replies
    • 760 views
    • 
    • Mike Preston
    • May 12, 2015

44. Incorrect Management Fees Charged

    By Vlad401k, May 12, 2015
    • 6 replies
    • 1.3k views
    • 
    • Kevin C
    • May 13, 2015

45. rehired participants and re-entry.

    By Lori H, May 11, 2015
    • 7 replies
    • 2.8k views
    • 
    • ESOP Guy
    • May 12, 2015

46. Auto Enrollment / Corbel Document

    By austin3515, May 11, 2015
    • 2 replies
    • 895 views
    • 
    • ESOP Guy
    • May 12, 2015

47. Control Group Question

    By Alex Daisy, May 11, 2015
    • 1 reply
    • 868 views
    • 
    • Tom Poje
    • May 11, 2015

48. bonus comp never withheld on for 10+ years

    By WCC, May 11, 2015
    • 2 replies
    • 1.1k views
    • 
    • khn
    • May 12, 2015

49. Non-Safe Harbor Matching Question

    By Stash026, May 11, 2015
    • 2 replies
    • 1.7k views
    • 
    • Stash026
    • May 11, 2015

50. Accrued Interest calculation for loan correction under VCP

    By LMD1, May 10, 2015
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • May 10, 2015