401(k) Plans

19,321 topics in this forum

1. Hardship - 5 Wheeler considered primary residence?

   By katie58, June 8, 2015
   • 12 replies
   • 4.2k views
   • 
   • ESOP Guy
   • June 10, 2015

2. Over Match

   By Safeharbor29, June 8, 2015   

   • correction
   • safe harbor
   • (and 1 more)

     Tagged with:

     • correction
     • safe harbor
     • compensation limit
   • 1 reply
   • 1.7k views
   • 
   • Kevin C
   • June 10, 2015

3. Another Amendment to Safe Harbor Plan Question

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

4. Distribution - re-contribution

   By MGOAdmin, June 8, 2015   

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

5. persuading Fidelity to fix an error

   By K2retire, June 4, 2015
   • 7 replies
   • 2.8k views
   • 
   • Kevin C
   • June 5, 2015

6. Employee Moving to Puerto Rico

   By khn, June 4, 2015
   • 6 replies
   • 2.4k views
   • 
   • khn
   • June 5, 2015

7. 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
   • 836 views
   • 
   • ESOP Guy
   • June 4, 2015

8. 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
   • 3.5k views
   • 
   • LANDO
   • March 2, 2016

9. Vesting Service

   By Safeharbor29, June 3, 2015   

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

10. Safe harbor plan fails coverage

    By 30Rock, June 3, 2015
    • 3 replies
    • 1.6k views
    • 
    • PensionPro
    • February 23, 2017

11. 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

12. Failing Testing Every Year?

    By khn, June 2, 2015
    • 3 replies
    • 855 views
    • 
    • austin3515
    • June 2, 2015
13. Weird QDRO Question

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

14. Incorrect Safe Harbor Notice

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

15. Plan holds land as asset and sells timber

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

16. ACA Notice

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

17. Prefunding Contributions

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

18. Participant Fee Disclosure on Conversions

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

19. Business acquisition - separate safe harbor 401k plans

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

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

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

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

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

22. Amending a Maybe Safe Harbor Plan

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

23. Pentegra Retirement Services: Free Webcast Today

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

24. Top Heavy question

    By drewmc2001, May 25, 2015   

    • Top Heavy
    • 6 replies
    • 2k views
    • 
    • Tom Poje
    • November 11, 2015

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

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

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

    By MAM08, May 21, 2015
    • 11 replies
    • 2.3k views
    • 
    • austin3515
    • July 28, 2016

27. Forfeiture Reallocation

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

28. Deduction issue?

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

29. Rollover Funds

    By Safeharbor29, May 19, 2015   

    • 403(b)(7)
    • rollover
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • May 22, 2015

30. 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

31. Refund of excess commissions paid

    By pensionlife, May 19, 2015   

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

32. Safe Harbor Match Calculation- Need Help

    By coleboy, May 18, 2015
    • 9 replies
    • 3.5k views
    • 
    • ETA Consulting LLC
    • May 20, 2015

33. Recordkeeping Fees

    By Kent, May 16, 2015   

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

34. 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

35. Top-Heavy Aggregation

    By MGOAdmin, May 15, 2015   

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

36. What compensation is used for General Testing?

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

37. CFP Experience Requirement - TPA

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

38. 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

39. Delayed Investment of Employee Deferrals

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

40. Incorrect Management Fees Charged

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

41. rehired participants and re-entry.

    By Lori H, May 11, 2015
    • 7 replies
    • 2.9k views
    • 
    • ESOP Guy
    • May 12, 2015

42. Auto Enrollment / Corbel Document

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

43. Control Group Question

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

44. bonus comp never withheld on for 10+ years

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

45. Non-Safe Harbor Matching Question

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

46. Accrued Interest calculation for loan correction under VCP

    By LMD1, May 10, 2015
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • May 10, 2015

47. SH Match True-Up

    By khn, May 7, 2015
    • 4 replies
    • 1.3k views
    • 
    • khn
    • May 8, 2015

48. Fiscal Year 401k / Deferral Limits

    By cheersmate, May 6, 2015   

    • fiscal year
    • maximum limits
    • 2 replies
    • 3.6k views
    • 
    • cheersmate
    • May 6, 2015

49. new corp assumes sponsorship of old plan

    By gregburst, May 6, 2015
    • 1 reply
    • 927 views
    • 
    • Bill Presson
    • May 6, 2015

50. Owner-only 401(k) plans; why not cover children or parents too?

    By spiritrider, May 5, 2015
    • 5 replies
    • 2.7k views
    • 
    • ETA Consulting LLC
    • May 6, 2015