401(k) Plans

19,275 topics in this forum

1. 401(k) Contribution Correction - Prohibited Deferrals

   By MGOAdmin, May 22, 2014   

   • correction
   • excess
   • 0 replies
   • 1.5k views
   • 
   • MGOAdmin
   • May 22, 2014

2. New documents: Will you allow rollover-in-kind?

   By Jim Chad, May 22, 2014
   • 5 replies
   • 1.2k views
   • 
   • Bird
   • May 23, 2014

3. Certification that rollover is from an eleigible source

   By Jim Chad, May 22, 2014
   • 0 replies
   • 724 views
   • 
   • Jim Chad
   • May 22, 2014

4. Compensation

   By cdavis25, May 21, 2014
   • 2 replies
   • 944 views
   • 
   • Bird
   • May 22, 2014

5. Permissive Aggregation for coverage testing

   By Guest cxs, May 21, 2014
   • 1 reply
   • 2.7k views
   • 
   • MWeddell
   • May 22, 2014

6. Fee Disclosure and Waived Fees

   By CLE401kGuy, May 21, 2014
   • 5 replies
   • 1k views
   • 
   • John Feldt ERPA CPC QPA
   • May 23, 2014

7. RMD's from Defined Contribution (401-k) Plans

   By KevinMc, May 21, 2014
   • 2 replies
   • 991 views
   • 
   • mbozek
   • May 24, 2014

8. adp test and terminated participants

   By Chippy, May 21, 2014
   • 7 replies
   • 4.2k views
   • 
   • Chippy
   • May 28, 2014

9. In Plan Roth Conversion

   By CLE401kGuy, May 20, 2014
   • 1 reply
   • 931 views
   • 
   • Guest
   • May 20, 2014

10. Fee Disclosures

    By austin3515, May 19, 2014
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • May 20, 2014

11. Is there a 12 month requirement when adding SH coda to a PS?

    By Jim Chad, May 19, 2014
    • 2 replies
    • 984 views
    • 
    • John Feldt ERPA CPC QPA
    • May 19, 2014

12. Auto Enrollment - Failure to auto enroll

    By 52626, May 16, 2014
    • 5 replies
    • 2k views
    • 
    • GMK
    • May 21, 2014

13. Switching Recordkept Platforms and Late Deferrals

    By msmith, May 15, 2014
    • 3 replies
    • 1.2k views
    • 
    • msmith
    • May 16, 2014

14. PPA Restatement Fees

    By austin3515, May 13, 2014
    • 2 replies
    • 2.6k views
    • 
    • BG5150
    • September 10, 2014

15. Late deferrals

    By EBDI, May 13, 2014
    • 6 replies
    • 1.8k views
    • 
    • EBDI
    • May 13, 2014

16. top heavy - in-service distributions

    By Scuba 401, May 13, 2014
    • 2 replies
    • 1k views
    • 
    • austin3515
    • May 17, 2014

17. Safe Harbor Plan and 11g amendment

    By Dennis Povloski, May 12, 2014
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • May 12, 2014

18. Safe Harbor Match and Per Pay Calculation Period

    By CLE401kGuy, May 12, 2014
    • 9 replies
    • 1.8k views
    • 
    • austin3515
    • May 16, 2014

19. Safe Harbor Plan

    By Guest WMiller, May 9, 2014   

    • true up
    • last day requirement
    • (and 2 more)

      Tagged with:

      • true up
      • last day requirement
      • non-elective & matching ctb
      • Top Heavy test
    • 10 replies
    • 3.6k views
    • 
    • Kevin C
    • May 12, 2014

20. US Wages Paid for Ee Working in foreign country

    By austin3515, May 8, 2014
    • 1 reply
    • 860 views
    • 
    • masteff
    • May 9, 2014

21. Control group Determination

    By mlp0816, May 8, 2014   

    • Common ownership
    • 3 replies
    • 1.1k views
    • 
    • mlp0816
    • May 9, 2014

22. Senior Moment

    By thepensionmaven, May 7, 2014
    • 5 replies
    • 1k views
    • 
    • Kevin C
    • May 8, 2014

23. Beneficiary Problem

    By Guest snmhanson, May 7, 2014
    • 5 replies
    • 2.7k views
    • 
    • My 2 cents
    • May 8, 2014

24. Beneficiary Is Minor Child

    By austin3515, May 6, 2014
    • 8 replies
    • 18.6k views
    • 
    • JulesInCNY
    • June 21, 2024

25. excess deferrals and excess contributions ..form 5500 and statements

    By Draper55, May 6, 2014
    • 2 replies
    • 4.3k views
    • 
    • Tom Poje
    • May 6, 2014

26. Plan Responsibility for Beneficiary Designation

    By khn, May 5, 2014
    • 18 replies
    • 4.9k views
    • 
    • GMK
    • May 7, 2014

27. Profit sharing for only one

    By ombskid, May 5, 2014
    • 7 replies
    • 1.1k views
    • 
    • BG5150
    • May 6, 2014

28. New plan waives entry requirements for anyone hired on a certain date

    By jkharvey, May 5, 2014   

    • Only the 3 owners meet it
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • May 5, 2014

29. Controlled Group

    By MGOAdmin, May 2, 2014   

    • controlled group
    • entry
    • (and 1 more)

      Tagged with:

      • controlled group
      • entry
      • eligibility
    • 6 replies
    • 2.9k views
    • 
    • LANDO
    • November 19, 2015

30. Recruiter Needed for TPA Position

    By Guest RetPlns1160, May 2, 2014   

    • TPA
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 2, 2014

31. RMD

    By Guest glhotdog, May 1, 2014   

    • RMD Revoke
    • suspened RMD payments
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • May 1, 2014

32. 401(k) Plan with Non-Citizen Trustee

    By Lame Duck, April 30, 2014   

    • Non-Citizen Trustee
    • 3 replies
    • 3k views
    • 
    • Peter Gulia
    • May 2, 2014

33. another fiscal year catch-up question

    By R. Butler, April 30, 2014
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • May 2, 2014

34. Non-Publicly Traded Employer Securities Restrictions in Multiple Employer 401(k)

    By dangocek, April 29, 2014   

    • 401(k)
    • employer securities
    • (and 2 more)

      Tagged with:

      • 401(k)
      • employer securities
      • multiple employer plan
      • non-publicly traded
    • 9 replies
    • 3.2k views
    • 
    • dangocek
    • May 1, 2014

35. Using Forfeiture Account

    By khn, April 29, 2014
    • 10 replies
    • 2.3k views
    • 
    • BG5150
    • April 30, 2014

36. Converting K1 to "plan wage" for cross test

    By jmartin, April 28, 2014
    • 2 replies
    • 2.4k views
    • 
    • jmartin
    • April 28, 2014

37. Leased Employee - When should she be including in coverage & non-discim testing?

    By MarZDoates, April 28, 2014
    • 2 replies
    • 1.1k views
    • 
    • MarZDoates
    • April 30, 2014

38. Federal Tax Withholding on corrective distributions

    By 30Rock, April 25, 2014
    • 1 reply
    • 1.3k views
    • 
    • BG5150
    • April 25, 2014

39. Missed Loan Payments

    By katie58, April 24, 2014
    • 11 replies
    • 4.5k views
    • 
    • katie58
    • April 25, 2014

40. Roth 401k Withdrawal

    By karl, April 24, 2014
    • 4 replies
    • 1.2k views
    • 
    • QDROphile
    • April 24, 2014

41. 6 month suspension of deferrals after hardship

    By khn, April 23, 2014
    • 2 replies
    • 2.1k views
    • 
    • My 2 cents
    • April 23, 2014

42. QDRO alternate payee's interest and award question

    By Guest Enviroavenger2014, April 23, 2014   

    • alternate payee
    • award
    • (and 3 more)

      Tagged with:

      • alternate payee
      • award
      • valuation date
      • interest
      • segregation
    • 2 replies
    • 3.6k views
    • 
    • My 2 cents
    • April 23, 2014

43. Estimating hours for part time pilots

    By Pixie, April 23, 2014
    • 4 replies
    • 1k views
    • 
    • QDROphile
    • April 23, 2014

44. Permissive Aggregation - merger of CG member

    By MLML, April 23, 2014
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • April 23, 2014

45. family attribution

    By pmacduff, April 22, 2014
    • 7 replies
    • 1.6k views
    • 
    • BG5150
    • April 24, 2014

46. Short Plan Year, Deferral of Accountant's Report

    By Guest mtrice, April 22, 2014   

    • Change in Plan Year
    • 401(k) Plans
    • 1 reply
    • 1.8k views
    • 
    • Flyboyjohn
    • April 22, 2014

47. J&S in a Profit Sharing Plan

    By 52626, April 22, 2014
    • 8 replies
    • 4.6k views
    • 
    • Guest
    • June 19, 2014

48. late deposit for corp with 2 owners, no EEs

    By Guest JL Sperry, April 22, 2014   

    • late deposits
    • 1 reply
    • 853 views
    • 
    • Peter Gulia
    • April 22, 2014

49. Partial Year Safe Harbor Plan

    By mming, April 21, 2014
    • 1 reply
    • 984 views
    • 
    • BG5150
    • April 21, 2014

50. Covering employees of unrelated entity

    By Nancy D, April 17, 2014
    • 3 replies
    • 812 views
    • 
    • QDROphile
    • April 17, 2014