401(k) Plans

19,299 topics in this forum

1. Waiver of 10% penalty for Disability

   By Jennifer D., July 8, 2014
   • 4 replies
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • July 8, 2014

2. one-to-one correction for failed ADP test

   By AKconsult, July 7, 2014   

   • EPCRS
   • QNEC
   • (and 2 more)

     Tagged with:

     • EPCRS
     • QNEC
     • one-to-one
     • restructure
   • 2 replies
   • 2.4k views
   • 
   • Kevin C
   • July 8, 2014

3. can a change in vesting schedule affect a terminated employee?

   By Gudgergirl, July 7, 2014
   • 7 replies
   • 5.4k views
   • 
   • Kevin C
   • July 8, 2014

4. recovery of "re-pricing" investment losses - how to allocate?

   By t.haley, July 3, 2014
   • 1 reply
   • 1k views
   • 
   • chc93
   • July 4, 2014

5. Plan Amendments

   By Guest JanB, June 25, 2014
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • July 3, 2014

6. Participant owes Co Money but left

   By JKW, June 26, 2014
   • 2 replies
   • 987 views
   • 
   • Guest
   • July 3, 2014

7. Plan has last day entry

   By CLE401kGuy, July 1, 2014
   • 5 replies
   • 1k views
   • 
   • ETA Consulting LLC
   • July 3, 2014

8. top heavy requirement if Key employee is over 50 and defers catch up only?

   By Lori H, July 2, 2014
   • 4 replies
   • 934 views
   • 
   • Lori H
   • July 2, 2014

9. What happens when the beneficiary dies the day after the participant?

   By Guest CK401K, July 2, 2014
   • 6 replies
   • 4.3k views
   • 
   • masteff
   • July 2, 2014

10. Broker - Dealers

    By Guest scuba80, July 1, 2014
    • 4 replies
    • 1.9k views
    • 
    • Bill Presson
    • July 1, 2014

11. Top Heavy Contribution -- 3% of Which Year's Comp?

    By Guest mrjones, June 29, 2014
    • 4 replies
    • 1k views
    • 
    • david rigby
    • June 30, 2014

12. Over-Vested - Paid out too much Employer Match to Employee

    By KTB, June 27, 2014
    • 5 replies
    • 1.7k views
    • 
    • KTB
    • June 30, 2014

13. Late deferrals - responsibility & who deposits

    By TPApril, June 27, 2014
    • 3 replies
    • 889 views
    • 
    • ESOP Guy
    • June 30, 2014

14. Unused Vacation Pay - Can it be derferred?

    By katie58, June 27, 2014
    • 3 replies
    • 6.7k views
    • 
    • MWeddell
    • June 30, 2014

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

    By Jim Chad, June 19, 2014
    • 7 replies
    • 10.6k views
    • 
    • SearchLight
    • June 27, 2014

16. Bottom Up QNEC

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

17. Power of Attorney for Sick Participant

    By JKW, June 26, 2014
    • 4 replies
    • 1.3k views
    • 
    • Peter Gulia
    • June 27, 2014

18. What is W-2 Compensation?

    By justanotheradmin, June 25, 2014
    • 7 replies
    • 7.2k views
    • 
    • ESOP Guy
    • June 26, 2014

19. In most plans, do you have rule of Parity for both Eligibility and vesting?

    By Jim Chad, June 24, 2014
    • 4 replies
    • 1.4k views
    • 
    • My 2 cents
    • June 24, 2014

20. Spouse as beneficiary

    By austin3515, June 19, 2014
    • 9 replies
    • 1.6k views
    • 
    • FormsRstillmylife
    • June 24, 2014

21. Safe harbor and Top Heavy

    By Craig Garner, June 23, 2014
    • 6 replies
    • 1.1k views
    • 
    • K2retire
    • June 24, 2014

22. Can we amend EACA plan mid year

    By jkharvey, June 23, 2014
    • 2 replies
    • 3.9k views
    • 
    • jkharvey
    • June 24, 2014

23. Can a Charter School have one?

    By doombuggy, June 23, 2014   

    • charter school
    • 401(k)
    • 2 replies
    • 3.2k views
    • 
    • MoJo
    • June 23, 2014

24. Basic QJSA Info

    By Guest Dee401kLady, June 23, 2014
    • 0 replies
    • 787 views
    • 
    • Guest
    • June 23, 2014

25. e-Delivery of Part. Fee Disclosures - Dazed and Confused

    By austin3515, June 20, 2014
    • 4 replies
    • 1.4k views
    • 
    • austin3515
    • June 23, 2014

26. compensation and gateway

    By Chippy, June 20, 2014
    • 5 replies
    • 1.6k views
    • 
    • MWeddell
    • June 23, 2014

27. Immediate Entry for Rehire?

    By Susan S., June 19, 2014
    • 2 replies
    • 2.9k views
    • 
    • My 2 cents
    • June 20, 2014

28. 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

29. J&S in a Profit Sharing Plan

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

30. Loan Refinance

    By Guest SLBRB, June 19, 2014
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • June 19, 2014

31. 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

32. Refund of Elective Deferrals and Earnings After Hardship Distribution

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

33. Lost earnings on a Match

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

34. 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

35. 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

36. Leave Cash Outs

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

37. SSA locates missing participant

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

38. Non-Spouse Beneficiary

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

39. 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

40. Anybody using FT William for plan administration?

    By M Norton, June 10, 2014   

    • ftwilliam
    • 10 replies
    • 2.3k views
    • 
    • M Norton
    • June 12, 2014

41. Annual Deferral Election

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

42. Do voluntary aftertax contributions count toward 402(g) limit?

    By Jim Chad, April 10, 2014
    • 5 replies
    • 3.8k views
    • 
    • MWeddell
    • June 11, 2014

43. Key Employee

    By Guest elang, June 10, 2014   

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

44. Designation of Beneficiary

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

45. Distribution from 401(k) to ILIT

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

46. Coverage Testing in a control group

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

47. 3 month eligibility

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

48. How many tax laws in last 6 years?

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

49. 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

50. Distribution from pooled 401k

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