401(k) Plans

19,382 topics in this forum

1. Notice Requirement for Fund Closure

   By CO Bank, June 19, 2015
   • 1 reply
   • 1.2k views
   • 
   • mbozek
   • June 20, 2015

2. Use of Excess Revenue to Pay Expenses

   By khn, June 17, 2015
   • 5 replies
   • 1.2k views
   • 
   • khn
   • June 19, 2015

3. Correction of Late Deposits

   By g bennycon, June 18, 2015
   • 4 replies
   • 1.4k views
   • 
   • g bennycon
   • June 19, 2015

4. Employer switched participants deferrals

   By khr, June 16, 2015
   • 6 replies
   • 1.2k views
   • 
   • austin3515
   • June 17, 2015

5. Interaction of self-employment income and real estate investments

   By UM1234, June 15, 2015
   • 4 replies
   • 944 views
   • 
   • ESOP Guy
   • June 17, 2015

6. Correction for potential violation of Contingent Benefit Rule

   By spartytax, June 17, 2015
   • 0 replies
   • 1.1k views
   • 
   • spartytax
   • June 17, 2015

7. Another Benefit Is Contingent on 401(k) Deferrals

   By Guest mrjones, July 10, 2006
   • 1 reply
   • 1.8k views
   • 
   • spartytax
   • June 17, 2015

8. Deferral procedures

   By Belgarath, June 15, 2015
   • 13 replies
   • 2.9k views
   • 
   • Belgarath
   • June 17, 2015

9. Compensation for SHNE 401(k) plan

   By Craig Garner, June 15, 2015
   • 4 replies
   • 5.1k views
   • 
   • QDROphile
   • June 16, 2015

10. PPA notice of assets held by plan

    By Jim Chad, June 16, 2015
    • 1 reply
    • 793 views
    • 
    • Bird
    • June 16, 2015

11. Plan Termination Question

    By austin3515, June 15, 2015
    • 7 replies
    • 1.4k views
    • 
    • Bird
    • June 16, 2015

12. Profit Sharing Allocation on Years of Service

    By 52626, June 15, 2015
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 16, 2015

13. Allocation based on years of service

    By 52626, June 15, 2015
    • 3 replies
    • 1.3k views
    • 
    • ESOP Guy
    • June 15, 2015

14. Another Amendment to Safe Harbor Plan Question

    By austin3515, June 8, 2015
    • 20 replies
    • 1.9k views
    • 
    • austin3515
    • June 15, 2015

15. 401(k) shown on W2

    By archy22, June 13, 2015   

    • w2
    • 1 reply
    • 996 views
    • 
    • Mike Preston
    • June 15, 2015

16. Age Weighted Allocation / 3% Safe Hrbr Nonelective

    By austin3515, June 12, 2015
    • 5 replies
    • 1.6k views
    • 
    • austin3515
    • June 15, 2015

17. Distribution - re-contribution

    By MGOAdmin, June 8, 2015   

    • 401k
    • IRA
    • 2 replies
    • 2.1k views
    • 
    • Appleby
    • June 14, 2015

18. Fees Charged by IRA during Automatic IRA Forfceout

    By austin3515, March 30, 2015
    • 18 replies
    • 2.1k views
    • 
    • austin3515
    • June 14, 2015

19. Principal 401k Unimpressive earnings/ Rollover

    By vvasi9, June 12, 2015
    • 3 replies
    • 1.6k views
    • 
    • GMK
    • June 12, 2015

20. HCE Determinination

    By Safeharbor29, June 11, 2015   

    • HCE
    • nondiscrimination testing
    • (and 1 more)

      Tagged with:

      • HCE
      • nondiscrimination testing
      • equity firm
    • 3 replies
    • 1.7k views
    • 
    • rcline46
    • June 11, 2015

21. 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

22. May a safe-harbor 401(k) plan omit loans, hardships, and before-retirement distributions?

    By Peter Gulia, June 10, 2015   

    • 401(k); safe-harbor
    • 4 replies
    • 1.2k views
    • 
    • Flyboyjohn
    • June 10, 2015

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

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

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

    By mming, June 10, 2015
    • 9 replies
    • 1.4k views
    • 
    • david rigby
    • June 10, 2015

25. Hardship - 5 Wheeler considered primary residence?

    By katie58, June 8, 2015
    • 12 replies
    • 4.3k views
    • 
    • ESOP Guy
    • June 10, 2015

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

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

27. 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

28. Employee Moving to Puerto Rico

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

29. persuading Fidelity to fix an error

    By K2retire, June 4, 2015
    • 7 replies
    • 3.1k views
    • 
    • Kevin C
    • June 5, 2015

30. Plan holds land as asset and sells timber

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

31. 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
    • 857 views
    • 
    • ESOP Guy
    • June 4, 2015

32. 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

33. Deduction issue?

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

34. Auto Enrollment and Immediate Entry Date and Administrative Lag

    By CO Bank, April 28, 2015
    • 3 replies
    • 3.4k views
    • 
    • Kevin C
    • June 4, 2015

35. Vesting Service

    By Safeharbor29, June 3, 2015   

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

36. Failing Testing Every Year?

    By khn, June 2, 2015
    • 3 replies
    • 872 views
    • 
    • austin3515
    • June 2, 2015

37. Back pay

    By Guest ppapdx, September 9, 2013
    • 9 replies
    • 7.2k views
    • 
    • Flyboyjohn
    • June 2, 2015

38. Incorrect Safe Harbor Notice

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

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

    By jmartin, May 28, 2015
    • 5 replies
    • 1.8k views
    • 
    • ESOP Guy
    • June 1, 2015

40. ACA Notice

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

41. Prefunding Contributions

    By Safeharbor29, May 29, 2015
    • 2 replies
    • 3.5k views
    • 
    • Kevin C
    • May 29, 2015

42. Business acquisition - separate safe harbor 401k plans

    By Belgarath, May 28, 2015
    • 4 replies
    • 1k views
    • 
    • Belgarath
    • May 28, 2015

43. Participant Fee Disclosure on Conversions

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

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

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

45. Amending a Maybe Safe Harbor Plan

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

46. Pentegra Retirement Services: Free Webcast Today

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

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

    By mitchelt, May 22, 2015
    • 4 replies
    • 1.8k views
    • 
    • mitchelt
    • May 23, 2015

48. Rollover Funds

    By Safeharbor29, May 19, 2015   

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

49. New Regulations for puerto rico plans

    By Guest lync, May 10, 2011
    • 2 replies
    • 1.3k views
    • 
    • neekish
    • May 21, 2015

50. Safe Harbor Match Calculation- Need Help

    By coleboy, May 18, 2015
    • 9 replies
    • 3.6k views
    • 
    • ETA Consulting LLC
    • May 20, 2015