401(k) Plans

19,365 topics in this forum

1. Hardship Distribution - post-secondary education

   By austin3515, July 21, 2014
   • 5 replies
   • 4.4k views
   • 
   • masteff
   • July 22, 2014

2. Late Fee Disclosure for Fee Reduction

   By khn, July 21, 2014
   • 2 replies
   • 1.1k views
   • 
   • Lou S.
   • July 21, 2014

3. Simple IRA or 401-k to Regular 401-k

   By KevinMc, July 19, 2014
   • 5 replies
   • 1.9k views
   • 
   • masteff
   • July 21, 2014

4. Can you use component/restructuring to pass ADP/ACP Test?

   By MrKnowItLittle, July 19, 2014   

   • component plan
   • restructuring plan
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • July 21, 2014

5. Sponsoring a SEP and 401(k)

   By austin3515, July 18, 2014
   • 1 reply
   • 888 views
   • 
   • ETA Consulting LLC
   • July 18, 2014

6. Technical Advice Memorandum re Specifically-Named EEs?

   By Guest TaxedToDeath, July 14, 2014
   • 10 replies
   • 1.9k views
   • 
   • KJohnson
   • July 17, 2014

7. distribution for lost participant after plan termination

   By Pixie, July 17, 2014   

   • lost participant
   • plan termination
   • 2 replies
   • 1.3k views
   • 
   • david rigby
   • July 17, 2014

8. Matching Contribution in a solo(k)

   By erisa parrot, July 14, 2014
   • 3 replies
   • 1.6k views
   • 
   • masteff
   • July 16, 2014

9. one bad apple in a mep

   By TPApril, July 15, 2014
   • 1 reply
   • 1.7k views
   • 
   • MoJo
   • July 16, 2014

10. Parent Subidiary issue

    By 52626, July 14, 2014
    • 1 reply
    • 918 views
    • 
    • K2retire
    • July 14, 2014

11. LLC Owner in 401(k) Plan

    By LMOC, July 11, 2014
    • 11 replies
    • 2.1k views
    • 
    • Bird
    • July 11, 2014

12. Suspend Safe Harbor Match, Implement Match Subj to Vesting

    By CLE401kGuy, July 9, 2014
    • 2 replies
    • 957 views
    • 
    • BG5150
    • July 9, 2014

13. Forfeitures & buy-back provisions in the plan doc

    By TPApril, July 8, 2014
    • 7 replies
    • 2k views
    • 
    • BG5150
    • July 9, 2014

14. Involuntary Employer Suspension of Employee Deferrals

    By LMOC, July 9, 2014
    • 7 replies
    • 1.3k views
    • 
    • Kevin C
    • July 9, 2014

15. Locating missing participants

    By JKW, July 8, 2014
    • 4 replies
    • 1.4k views
    • 
    • JKW
    • July 9, 2014

16. Abandoned Checks

    By Guest CK401K, July 2, 2014
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • July 9, 2014

17. Waiver of 10% penalty for Disability

    By Jennifer D., July 8, 2014
    • 4 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • July 8, 2014

18. 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

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

    By Gudgergirl, July 7, 2014
    • 7 replies
    • 5.5k views
    • 
    • Kevin C
    • July 8, 2014

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

    By t.haley, July 3, 2014
    • 1 reply
    • 1.1k views
    • 
    • chc93
    • July 4, 2014

21. Plan Amendments

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

22. Participant owes Co Money but left

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

23. Plan has last day entry

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

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

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

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

    By Guest CK401K, July 2, 2014
    • 6 replies
    • 4.5k views
    • 
    • masteff
    • July 2, 2014

26. Broker - Dealers

    By Guest scuba80, July 1, 2014
    • 4 replies
    • 2k views
    • 
    • Bill Presson
    • July 1, 2014

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

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

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

    By KTB, June 27, 2014
    • 5 replies
    • 1.8k views
    • 
    • KTB
    • June 30, 2014

29. Late deferrals - responsibility & who deposits

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

30. Unused Vacation Pay - Can it be derferred?

    By katie58, June 27, 2014
    • 3 replies
    • 6.9k views
    • 
    • MWeddell
    • June 30, 2014

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

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

32. Bottom Up QNEC

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

33. Power of Attorney for Sick Participant

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

34. What is W-2 Compensation?

    By justanotheradmin, June 25, 2014
    • 7 replies
    • 7.5k views
    • 
    • ESOP Guy
    • June 26, 2014

35. 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

36. Spouse as beneficiary

    By austin3515, June 19, 2014
    • 9 replies
    • 1.7k views
    • 
    • FormsRstillmylife
    • June 24, 2014

37. Safe harbor and Top Heavy

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

38. Can we amend EACA plan mid year

    By jkharvey, June 23, 2014
    • 2 replies
    • 4k views
    • 
    • jkharvey
    • June 24, 2014

39. Can a Charter School have one?

    By doombuggy, June 23, 2014   

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

40. Basic QJSA Info

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

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

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

42. compensation and gateway

    By Chippy, June 20, 2014
    • 5 replies
    • 1.7k views
    • 
    • MWeddell
    • June 23, 2014

43. Immediate Entry for Rehire?

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

44. 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

45. J&S in a Profit Sharing Plan

    By 52626, April 22, 2014
    • 8 replies
    • 4.7k views
    • 
    • Guest
    • June 19, 2014

46. Loan Refinance

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

47. 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

48. Refund of Elective Deferrals and Earnings After Hardship Distribution

    By 12AX7, June 17, 2014
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • June 19, 2014

49. Lost earnings on a Match

    By JKW, June 18, 2014
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • June 19, 2014

50. 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