401(k) Plans

19,299 topics in this forum

1. 401(k) Testing

   By S- Milwaukee, February 24, 2015   

   • ADP test
   • 1 reply
   • 946 views
   • 
   • Lou S.
   • February 24, 2015

2. QDRO

   By austin3515, February 19, 2015
   • 28 replies
   • 5.2k views
   • 
   • mbozek
   • February 24, 2015

3. ACP Failure - Match Funded AFTER March 15th

   By kevind2010, February 19, 2015
   • 4 replies
   • 2.5k views
   • 
   • chc93
   • February 20, 2015

4. Separate forfeiture account

   By ratherbereading, February 19, 2015   

   • Balance forward
   • forfeiture
   • (and 1 more)

     Tagged with:

     • Balance forward
     • forfeiture
     • 401k
   • 3 replies
   • 2k views
   • 
   • Bird
   • February 20, 2015

5. Safe harbor match for HCEs

   By ssntrr, February 19, 2015
   • 2 replies
   • 982 views
   • 
   • ssntrr
   • February 19, 2015

6. Spinoff - new company asset sale - HCEs

   By Lou S., February 18, 2015
   • 2 replies
   • 1.6k views
   • 
   • Lou S.
   • February 18, 2015

7. Plan imposed deferral limits for HCEs

   By cpc0506, February 16, 2015
   • 3 replies
   • 1.7k views
   • 
   • cpc0506
   • February 17, 2015

8. True-up only for individuals who hit the 402(g) limit

   By bitsyhaze, February 16, 2015
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • February 17, 2015

9. Change in Ownership - Closely Held Corp. Top Heavy Requirements

   By LangLangTPA, February 16, 2015
   • 2 replies
   • 984 views
   • 
   • Kevin C
   • February 16, 2015

10. 401(k) Safe Harbor Plan and Participating Employer

    By LMOC, January 23, 2015
    • 6 replies
    • 2.4k views
    • 
    • LMOC
    • February 16, 2015

11. Davis Bacon Plan and QNECs for HCEs

    By Vlad401k, February 13, 2015
    • 2 replies
    • 1.5k views
    • 
    • KATS
    • February 16, 2015

12. Employer Or Employee Paid Medical Benefits?

    By austin3515, February 13, 2015
    • 4 replies
    • 1k views
    • 
    • QDROphile
    • February 13, 2015

13. When is a stockholder/owner considered "terminated"?

    By jkharvey, February 13, 2015
    • 3 replies
    • 1k views
    • 
    • Bill Presson
    • February 13, 2015

14. Employer Profit Sharing Contribution before 1 YOS eligibility

    By jpmurphjp, February 13, 2015
    • 5 replies
    • 1.7k views
    • 
    • jpmurphjp
    • February 13, 2015

15. annual addition limits

    By pmacduff, February 12, 2015
    • 5 replies
    • 1.5k views
    • 
    • Lou S.
    • February 13, 2015

16. Hardship after loan default

    By Bird, February 11, 2015
    • 6 replies
    • 1.7k views
    • 
    • hr for me
    • February 13, 2015

17. Match As-You-Go w/ Allocation Conditions

    By LANDO, February 12, 2015   

    • Match
    • allocation conditions
    • 4 replies
    • 1.7k views
    • 
    • LANDO
    • February 13, 2015

18. Participant Education

    By 52626, February 11, 2015
    • 5 replies
    • 1.7k views
    • 
    • GMK
    • February 12, 2015

19. Salary Continuation Considered for SH 3% Contribution?

    By chris, February 12, 2015
    • 2 replies
    • 1.6k views
    • 
    • chris
    • February 12, 2015

20. Deferral deposit for large plans

    By 52626, February 10, 2015
    • 16 replies
    • 3.7k views
    • 
    • John Feldt ERPA CPC QPA
    • February 12, 2015

21. Over Match Due to Reaching Comp Limit

    By KTB, February 11, 2015
    • 2 replies
    • 1.1k views
    • 
    • KTB
    • February 11, 2015

22. Inclusion of participant prior to entry date.

    By Lori H, February 10, 2015
    • 4 replies
    • 873 views
    • 
    • Lori H
    • February 11, 2015

23. Voluntary Correction Program - Missed Safe Harbor Contribtions

    By Alex Daisy, February 11, 2015
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • February 11, 2015

24. Simple RMD Question

    By newplananalyst, February 6, 2015
    • 2 replies
    • 876 views
    • 
    • My 2 cents
    • February 11, 2015

25. One Person Plan and 401(k) Deferral Deposit Deadline

    By PensionPro, February 10, 2015
    • 7 replies
    • 2k views
    • 
    • Bill Presson
    • February 11, 2015

26. Rehire Rules for New Plan

    By clangeland, February 10, 2015
    • 2 replies
    • 1.2k views
    • 
    • clangeland
    • February 10, 2015

27. BR&F - Match formula based on YOS

    By austin3515, February 8, 2015
    • 16 replies
    • 1.8k views
    • 
    • Tom Poje
    • February 10, 2015

28. Catch-all "anti-abuse" reg for ADP Testing

    By austin3515, February 7, 2015
    • 4 replies
    • 1.2k views
    • 
    • austin3515
    • February 10, 2015

29. Who can be the plan administrator/trustee?

    By KevinMc, February 6, 2015
    • 4 replies
    • 1.9k views
    • 
    • QDROphile
    • February 10, 2015

30. Related Parties - Insurance Agency

    By TPA Bob, February 9, 2015   

    • Insurance Agent and Agency
    • 0 replies
    • 903 views
    • 
    • TPA Bob
    • February 9, 2015

31. Company name on AA does not match the w-2

    By cpc0506, February 6, 2015
    • 3 replies
    • 1.3k views
    • 
    • cpc0506
    • February 6, 2015

32. self employment earnings in a partnership and ADP testing

    By Chippy, February 5, 2015
    • 5 replies
    • 1.6k views
    • 
    • Chippy
    • February 6, 2015

33. Is it an RMD if taken before the RBD?

    By MrKnowItLittle, February 4, 2015
    • 16 replies
    • 2.6k views
    • 
    • mbozek
    • February 6, 2015

34. ADP failure - refunds needed, but....

    By doombuggy, February 4, 2015   

    • adp testing
    • refunds
    • 3 replies
    • 1.3k views
    • 
    • Lou S.
    • February 5, 2015

35. Is a participant who terminates at NRA or ERA entitled to a Top Heavy contribution?

    By bevfair, February 5, 2015
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • February 5, 2015

36. Deferral only plan - coverage problem, or not?

    By John Feldt ERPA CPC QPA, July 1, 2014   

    • deferral only
    • average benefits
    • 3 replies
    • 1.7k views
    • 
    • BettyBoop83
    • February 5, 2015

37. Testing "Most" Otherwise Excludibles Separately

    By austin3515, February 3, 2015
    • 17 replies
    • 1.4k views
    • 
    • MrKnowItLittle
    • February 5, 2015

38. Life expectancy

    By GMK, February 4, 2015
    • 0 replies
    • 790 views
    • 
    • GMK
    • February 4, 2015

39. Roth 401K

    By thepensionmaven, February 3, 2015
    • 5 replies
    • 1.1k views
    • 
    • GMK
    • February 4, 2015

40. Mapping

    By merciless, January 29, 2015
    • 28 replies
    • 8.4k views
    • 
    • ESOP Guy
    • February 4, 2015

41. 401k Accounting for IRA transfer

    By SeanTankarian, February 3, 2015   

    • IRA 401k rollover
    • 1 reply
    • 814 views
    • 
    • QDROphile
    • February 3, 2015

42. 401(k) Plan with Safe Harbor and last day requirement

    By pensionnube, February 2, 2015   

    • 401(k)
    • Safe Harbor
    • (and 3 more)

      Tagged with:

      • 401(k)
      • Safe Harbor
      • Last Day
      • gateway
      • correcive amendment
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 2, 2015

43. Purchase of Principal Residence Hardship

    By TPA Bob, February 13, 2013
    • 5 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • February 2, 2015

44. Money Purchase to 401(k)

    By rcline46, February 2, 2015
    • 1 reply
    • 884 views
    • 
    • jpod
    • February 2, 2015

45. Switching from elapsed time to counting hours for vesting

    By Rai401k, January 30, 2015
    • 3 replies
    • 4.4k views
    • 
    • Rai401k
    • January 30, 2015

46. Safe Harbor Amendment

    By nancy, January 28, 2015   

    • Safe Harbor
    • 5 replies
    • 1.9k views
    • 
    • Kevin C
    • January 30, 2015

47. Timing of employer matching contributions to a participant's account

    By gle3186, January 28, 2015
    • 13 replies
    • 9k views
    • 
    • austin3515
    • January 29, 2015

48. Quarterly Match, Last Day of Quarter, and True-Up

    By Steve Waddo, January 28, 2015
    • 2 replies
    • 1.7k views
    • 
    • ESOP Guy
    • January 28, 2015

49. Can MDs keep their plan after moving employees to ASG?

    By drakecohen, January 26, 2015
    • 8 replies
    • 1.1k views
    • 
    • K2retire
    • January 28, 2015

50. Use of Excess Revenue

    By khn, January 23, 2015
    • 1 reply
    • 872 views
    • 
    • BG5150
    • January 28, 2015