401(k) Plans

19,468 topics in this forum

1. 401(k) shown on W2

   By archy22, June 13, 2015   

   • w2
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • June 15, 2015

2. Age Weighted Allocation / 3% Safe Hrbr Nonelective

   By austin3515, June 12, 2015
   • 5 replies
   • 1.7k views
   • 
   • austin3515
   • June 15, 2015

3. Distribution - re-contribution

   By MGOAdmin, June 8, 2015   

   • 401k
   • IRA
   • 2 replies
   • 2.2k views
   • 
   • Appleby
   • June 14, 2015

4. Fees Charged by IRA during Automatic IRA Forfceout

   By austin3515, March 30, 2015
   • 18 replies
   • 2.5k views
   • 
   • austin3515
   • June 14, 2015

5. Principal 401k Unimpressive earnings/ Rollover

   By vvasi9, June 12, 2015
   • 3 replies
   • 2k views
   • 
   • GMK
   • June 12, 2015

6. HCE Determinination

   By Safeharbor29, June 11, 2015   

   • HCE
   • nondiscrimination testing
   • (and 1 more)

     Tagged with:

     • HCE
     • nondiscrimination testing
     • equity firm
   • 3 replies
   • 1.8k views
   • 
   • rcline46
   • June 11, 2015

7. 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

8. 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
   • 1.3k views
   • 
   • Flyboyjohn
   • June 10, 2015

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

   By Flyboyjohn, June 9, 2015
   • 15 replies
   • 2.1k views
   • 
   • Mike Preston
   • June 10, 2015

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

    By mming, June 10, 2015
    • 9 replies
    • 1.6k views
    • 
    • david rigby
    • June 10, 2015

11. Hardship - 5 Wheeler considered primary residence?

    By katie58, June 8, 2015
    • 12 replies
    • 4.6k views
    • 
    • ESOP Guy
    • June 10, 2015

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

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

13. Missed Deferral, QNEC, Deductions

    By MGOAdmin, June 9, 2015   

    • qnec
    • deduction limit
    • (and 1 more)

      Tagged with:

      • qnec
      • deduction limit
      • missed deferral
    • 0 replies
    • 1.5k views
    • 
    • MGOAdmin
    • June 9, 2015

14. Employee Moving to Puerto Rico

    By khn, June 4, 2015
    • 6 replies
    • 2.6k views
    • 
    • khn
    • June 5, 2015

15. persuading Fidelity to fix an error

    By K2retire, June 4, 2015
    • 7 replies
    • 3.4k views
    • 
    • Kevin C
    • June 5, 2015

16. Plan holds land as asset and sells timber

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

17. 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
    • 940 views
    • 
    • ESOP Guy
    • June 4, 2015

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

    By masteff, June 3, 2015
    • 6 replies
    • 1.5k views
    • 
    • masteff
    • June 4, 2015

19. Deduction issue?

    By pixmax, May 20, 2015
    • 17 replies
    • 1.9k views
    • 
    • pixmax
    • June 4, 2015

20. Auto Enrollment and Immediate Entry Date and Administrative Lag

    By CO Bank, April 28, 2015
    • 3 replies
    • 3.6k views
    • 
    • Kevin C
    • June 4, 2015

21. Vesting Service

    By Safeharbor29, June 3, 2015   

    • prior employer
    • predecessor employer
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • June 3, 2015

22. Failing Testing Every Year?

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

23. Back pay

    By Guest ppapdx, September 9, 2013
    • 9 replies
    • 7.4k views
    • 
    • Flyboyjohn
    • June 2, 2015

24. Incorrect Safe Harbor Notice

    By 52626, June 2, 2015
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • June 2, 2015

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

    By jmartin, May 28, 2015
    • 5 replies
    • 1.9k views
    • 
    • ESOP Guy
    • June 1, 2015

26. ACA Notice

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

27. Prefunding Contributions

    By Safeharbor29, May 29, 2015
    • 2 replies
    • 3.6k views
    • 
    • Kevin C
    • May 29, 2015

28. Business acquisition - separate safe harbor 401k plans

    By Belgarath, May 28, 2015
    • 4 replies
    • 1.1k views
    • 
    • Belgarath
    • May 28, 2015

29. Participant Fee Disclosure on Conversions

    By LMOC, May 28, 2015
    • 0 replies
    • 1k views
    • 
    • LMOC
    • May 28, 2015

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

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

31. Amending a Maybe Safe Harbor Plan

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

32. Pentegra Retirement Services: Free Webcast Today

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

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

    By mitchelt, May 22, 2015
    • 4 replies
    • 1.9k views
    • 
    • mitchelt
    • May 23, 2015

34. Rollover Funds

    By Safeharbor29, May 19, 2015   

    • 403(b)(7)
    • rollover
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • May 22, 2015

35. New Regulations for puerto rico plans

    By Guest lync, May 10, 2011
    • 2 replies
    • 1.4k views
    • 
    • neekish
    • May 21, 2015

36. Safe Harbor Match Calculation- Need Help

    By coleboy, May 18, 2015
    • 9 replies
    • 3.8k views
    • 
    • ETA Consulting LLC
    • May 20, 2015

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

    By 401 Chaos, May 19, 2015
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • May 19, 2015

38. Refund of excess commissions paid

    By pensionlife, May 19, 2015   

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

39. Recordkeeping Fees

    By Kent, May 16, 2015   

    • Fees
    • 8 replies
    • 2.6k views
    • 
    • ESOP Guy
    • May 18, 2015

40. Crediting Prior Service Under New 401(k) Plan

    By 401 Chaos, June 2, 2010
    • 5 replies
    • 5.5k views
    • 
    • thepensionmaven
    • May 18, 2015

41. Compensation-K1

    By Safeharbor29, May 15, 2015   

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

      Tagged with:

      • k-1
      • compensation
      • simplified 415
    • 1 reply
    • 2.5k views
    • 
    • ETA Consulting LLC
    • May 15, 2015

42. Top-Heavy Aggregation

    By MGOAdmin, May 15, 2015   

    • top heavy
    • aggregation
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • May 15, 2015

43. The IRS Continues To Behave Badly

    By austin3515, March 11, 2014
    • 21 replies
    • 3.8k views
    • 
    • Kevin C
    • May 14, 2015

44. What compensation is used for General Testing?

    By justatester, May 13, 2015
    • 3 replies
    • 1.7k views
    • 
    • austin3515
    • May 13, 2015

45. Incorrect Management Fees Charged

    By Vlad401k, May 12, 2015
    • 6 replies
    • 1.5k views
    • 
    • Kevin C
    • May 13, 2015

46. CFP Experience Requirement - TPA

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

47. rehired participants and re-entry.

    By Lori H, May 11, 2015
    • 7 replies
    • 3.3k views
    • 
    • ESOP Guy
    • May 12, 2015

48. Delayed Investment of Employee Deferrals

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

49. bonus comp never withheld on for 10+ years

    By WCC, May 11, 2015
    • 2 replies
    • 1.2k views
    • 
    • khn
    • May 12, 2015

50. Auto Enrollment / Corbel Document

    By austin3515, May 11, 2015
    • 2 replies
    • 1k views
    • 
    • ESOP Guy
    • May 12, 2015