401(k) Plans

19,275 topics in this forum

1. My new doc has "deemed severance of employment"

   By Jim Chad, June 19, 2014
   • 7 replies
   • 10.5k views
   • 
   • SearchLight
   • June 27, 2014

2. Looking at document restatements Retirement age 62 or 65?

   By Jim Chad, June 19, 2014
   • 7 replies
   • 1.1k views
   • 
   • John Feldt ERPA CPC QPA
   • June 19, 2014

3. Lost earnings on a Match

   By JKW, June 18, 2014
   • 2 replies
   • 1.2k views
   • 
   • BG5150
   • June 19, 2014

4. For a merger of 401(k) plans, do you like December 31 or January 1

   By Peter Gulia, June 18, 2014
   • 7 replies
   • 3.3k views
   • 
   • anspai
   • March 29, 2015

5. Refund of Elective Deferrals and Earnings After Hardship Distribution

   By 12AX7, June 17, 2014
   • 1 reply
   • 1k views
   • 
   • MWeddell
   • June 19, 2014

6. re-characterization of minimum contribution to pass ADP test

   By Guest mdelin, June 17, 2014   

   • QNEC
   • 401k
   • (and 2 more)

     Tagged with:

     • QNEC
     • 401k
     • ADP
     • top heavy
   • 4 replies
   • 1.6k views
   • 
   • MWeddell
   • June 19, 2014

7. TH Minimum required by plan document to be made as QNEC

   By jkharvey, June 17, 2014   

   • Is it required to be in ADP?
   • 4 replies
   • 1.1k views
   • 
   • Kevin C
   • June 18, 2014

8. Bottom Up QNEC

   By Guest tjt169, June 17, 2014
   • 3 replies
   • 2.2k views
   • 
   • Kevin C
   • June 27, 2014

9. 401K loan to pay off a student loan

   By Guest DCMC, June 17, 2014   

   • 401K loan
   • student loan
   • 16 replies
   • 2.8k views
   • 
   • jpod
   • June 17, 2014

10. Participant dies with loan outstanding

    By austin3515, June 16, 2014
    • 19 replies
    • 10.5k views
    • 
    • Bird
    • April 27, 2021

11. Leave Cash Outs

    By Guest Pitch78, June 16, 2014
    • 13 replies
    • 5.3k views
    • 
    • jjaatirs
    • June 17, 2014

12. Non-Spouse Beneficiary

    By Guest A_Dude, June 16, 2014
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 16, 2014

13. How do you apply true up when match stopped mid year?

    By MarZDoates, June 12, 2014
    • 6 replies
    • 1.9k views
    • 
    • Bird
    • June 15, 2014

14. Key Employee

    By Guest elang, June 10, 2014   

    • Top Heavy
    • 1 reply
    • 1.5k views
    • 
    • masteff
    • June 11, 2014

15. Anybody using FT William for plan administration?

    By M Norton, June 10, 2014   

    • ftwilliam
    • 10 replies
    • 2.2k views
    • 
    • M Norton
    • June 12, 2014

16. 3 month eligibility

    By Guest decjr, June 10, 2014
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • June 10, 2014

17. Coverage Testing in a control group

    By cpc0506, June 10, 2014
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 10, 2014

18. Annual Deferral Election

    By Guest Ken Krol, June 9, 2014
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • June 12, 2014

19. Designation of Beneficiary

    By Lori H, June 9, 2014
    • 5 replies
    • 1.2k views
    • 
    • My 2 cents
    • June 10, 2014

20. How many tax laws in last 6 years?

    By Jim Chad, June 9, 2014
    • 3 replies
    • 906 views
    • 
    • Guest
    • June 10, 2014

21. Life insurance 401(k) valuation in balance sheet & on 5500

    By Guest DianeW, June 9, 2014   

    • Life Insurance
    • Balance Sheet
    • (and 3 more)

      Tagged with:

      • Life Insurance
      • Balance Sheet
      • 5500
      • Plan Valuation
      • 401(k)
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • June 10, 2014

22. Distribution from pooled 401k

    By Guest Bagwhan, June 9, 2014
    • 4 replies
    • 3.7k views
    • 
    • Guest
    • June 9, 2014

23. Distribution from 401(k) to ILIT

    By Guest SSSP, June 6, 2014
    • 7 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • June 10, 2014

24. Delayed Start to Auto Enrollment in Safe Harbor Plan

    By Guest Number5, June 6, 2014   

    • qaca
    • auto enroll
    • (and 1 more)

      Tagged with:

      • qaca
      • auto enroll
      • safe harbor
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • June 6, 2014

25. quick question

    By Guest A_Dude, June 5, 2014
    • 4 replies
    • 977 views
    • 
    • rcline46
    • June 6, 2014

26. Hiring a 401(k) administrator

    By Guest Ronnie P, June 4, 2014
    • 3 replies
    • 874 views
    • 
    • austin3515
    • June 5, 2014

27. Ownership of adopting employers for plan purposes

    By Rai401k, June 4, 2014
    • 5 replies
    • 1.2k views
    • 
    • Rai401k
    • June 6, 2014

28. Business Acquisition and SH 401(k) Plan

    By Dougsbpc, June 4, 2014
    • 1 reply
    • 984 views
    • 
    • lalaland
    • June 4, 2014

29. 403(b) deferral test/refund

    By mlp0816, June 4, 2014
    • 1 reply
    • 808 views
    • 
    • austin3515
    • June 5, 2014

30. deferral % based on comp limit or total comp?

    By WCC, June 3, 2014
    • 36 replies
    • 5.4k views
    • 
    • Bird
    • January 5, 2016

31. 30 day wait for managers

    By Jim Chad, June 3, 2014
    • 3 replies
    • 1.3k views
    • 
    • 12AX7
    • June 3, 2014

32. FBO Account Fee Disclosures

    By austin3515, June 3, 2014
    • 2 replies
    • 1.7k views
    • 
    • J Simmons
    • June 3, 2014

33. rehired employees with auto enrollment

    By K2retire, June 3, 2014
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • June 3, 2014

34. Would anyone consider a washing machine and dryer for a Hardship withdrawal?

    By Jim Chad, June 2, 2014
    • 3 replies
    • 1.1k views
    • 
    • masteff
    • June 2, 2014

35. Top Heavy Test - In-Service History after a participant terms

    By CLE401kGuy, May 30, 2014
    • 1 reply
    • 780 views
    • 
    • Lou S.
    • May 30, 2014

36. Charging Fees to Terminated Participant Accounts

    By khn, May 30, 2014
    • 8 replies
    • 2.1k views
    • 
    • Kevin C
    • May 30, 2014

37. Rollovers by Terminated Participants

    By lalaland, May 29, 2014
    • 9 replies
    • 6.9k views
    • 
    • masteff
    • May 30, 2014

38. Revenue Sharing / RIA / Co-Fiduciary

    By austin3515, May 29, 2014
    • 1 reply
    • 1.1k views
    • 
    • JRN
    • May 29, 2014

39. ACP Safe Harbor Match Mid-Year Amendment

    By JRN, May 29, 2014   

    • ACP Safe Harbor Amendment
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • June 6, 2014

40. Multiple ER Plan

    By PFranckowiak, May 29, 2014
    • 2 replies
    • 959 views
    • 
    • QDROphile
    • May 29, 2014

41. Missed Deferral Opp Fixes

    By Rai401k, May 29, 2014
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • May 30, 2014

42. Multiple K-1s and negative net comp

    By doombuggy, May 29, 2014
    • 5 replies
    • 1.7k views
    • 
    • Flyboyjohn
    • June 2, 2014

43. SSA locates missing participant

    By CLE401kGuy, May 28, 2014
    • 8 replies
    • 1.4k views
    • 
    • austin3515
    • June 16, 2014

44. 3(16) Fiduciary Status

    By austin3515, May 28, 2014
    • 15 replies
    • 4.3k views
    • 
    • austin3515
    • June 2, 2014

45. adding particpating employer agreement within a safe harbor plan

    By cpc0506, May 27, 2014
    • 1 reply
    • 914 views
    • 
    • Kevin C
    • May 27, 2014

46. 401(k) Plan as an offset

    By mphs77, May 27, 2014
    • 2 replies
    • 1k views
    • 
    • mphs77
    • May 27, 2014

47. Controlled Group - Minor Child becomes Adult

    By jmartin, May 27, 2014
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 30, 2014

48. Restating Plan in Connection w/ New Vendor

    By austin3515, May 23, 2014
    • 20 replies
    • 2.8k views
    • 
    • Belgarath
    • June 3, 2014

49. Merger of Plans Safe Harbor and Non Safe Harbor

    By 52626, May 23, 2014
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • May 27, 2014

50. Plan uses prior year testing, change to top 20% election

    By Belgarath, May 22, 2014
    • 1 reply
    • 889 views
    • 
    • Lou S.
    • May 22, 2014