401(k) Plans

19,410 topics in this forum

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

   By MarZDoates, June 12, 2014
   • 6 replies
   • 2.1k views
   • 
   • Bird
   • June 15, 2014

2. Anybody using FT William for plan administration?

   By M Norton, June 10, 2014   

   • ftwilliam
   • 10 replies
   • 2.5k views
   • 
   • M Norton
   • June 12, 2014

3. Annual Deferral Election

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

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

   By Jim Chad, April 10, 2014
   • 5 replies
   • 3.9k views
   • 
   • MWeddell
   • June 11, 2014

5. Key Employee

   By Guest elang, June 10, 2014   

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

6. Designation of Beneficiary

   By Lori H, June 9, 2014
   • 5 replies
   • 1.3k views
   • 
   • My 2 cents
   • June 10, 2014

7. Distribution from 401(k) to ILIT

   By Guest SSSP, June 6, 2014
   • 7 replies
   • 2.3k views
   • 
   • ETA Consulting LLC
   • June 10, 2014

8. Coverage Testing in a control group

   By cpc0506, June 10, 2014
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • June 10, 2014

9. 3 month eligibility

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

10. How many tax laws in last 6 years?

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

11. 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
    • 2k views
    • 
    • Bird
    • June 10, 2014

12. Distribution from pooled 401k

    By Guest Bagwhan, June 9, 2014
    • 4 replies
    • 3.9k views
    • 
    • Guest
    • June 9, 2014

13. 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
    • 2.1k views
    • 
    • MWeddell
    • June 6, 2014

14. Ownership of adopting employers for plan purposes

    By Rai401k, June 4, 2014
    • 5 replies
    • 1.3k views
    • 
    • Rai401k
    • June 6, 2014

15. quick question

    By Guest A_Dude, June 5, 2014
    • 4 replies
    • 1k views
    • 
    • rcline46
    • June 6, 2014

16. ACP Safe Harbor Match Mid-Year Amendment

    By JRN, May 29, 2014   

    • ACP Safe Harbor Amendment
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • June 6, 2014

17. Hiring a 401(k) administrator

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

18. 403(b) deferral test/refund

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

19. Business Acquisition and SH 401(k) Plan

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

20. FBO Account Fee Disclosures

    By austin3515, June 3, 2014
    • 2 replies
    • 1.8k views
    • 
    • J Simmons
    • June 3, 2014

21. 30 day wait for managers

    By Jim Chad, June 3, 2014
    • 3 replies
    • 1.4k views
    • 
    • 12AX7
    • June 3, 2014

22. rehired employees with auto enrollment

    By K2retire, June 3, 2014
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • June 3, 2014

23. Restating Plan in Connection w/ New Vendor

    By austin3515, May 23, 2014
    • 20 replies
    • 2.9k views
    • 
    • Belgarath
    • June 3, 2014

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

    By Jim Chad, June 2, 2014
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • June 2, 2014

25. 3(16) Fiduciary Status

    By austin3515, May 28, 2014
    • 15 replies
    • 4.8k views
    • 
    • austin3515
    • June 2, 2014

26. Multiple K-1s and negative net comp

    By doombuggy, May 29, 2014
    • 5 replies
    • 1.8k views
    • 
    • Flyboyjohn
    • June 2, 2014

27. Charging Fees to Terminated Participant Accounts

    By khn, May 30, 2014
    • 8 replies
    • 2.2k views
    • 
    • Kevin C
    • May 30, 2014

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

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

29. Rollovers by Terminated Participants

    By lalaland, May 29, 2014
    • 9 replies
    • 7.6k views
    • 
    • masteff
    • May 30, 2014

30. Missed Deferral Opp Fixes

    By Rai401k, May 29, 2014
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • May 30, 2014

31. Controlled Group - Minor Child becomes Adult

    By jmartin, May 27, 2014
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 30, 2014

32. Revenue Sharing / RIA / Co-Fiduciary

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

33. Multiple ER Plan

    By PFranckowiak, May 29, 2014
    • 2 replies
    • 1k views
    • 
    • QDROphile
    • May 29, 2014

34. adp test and terminated participants

    By Chippy, May 21, 2014
    • 7 replies
    • 4.4k views
    • 
    • Chippy
    • May 28, 2014

35. adding particpating employer agreement within a safe harbor plan

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

36. 401(k) Plan as an offset

    By mphs77, May 27, 2014
    • 2 replies
    • 1.1k views
    • 
    • mphs77
    • May 27, 2014

37. Merger of Plans Safe Harbor and Non Safe Harbor

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

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

    By KevinMc, May 21, 2014
    • 2 replies
    • 1k views
    • 
    • mbozek
    • May 24, 2014

39. Fees paid by the plan....by source?

    By jmartin, November 21, 2011
    • 5 replies
    • 1.5k views
    • 
    • TPApril
    • May 23, 2014

40. Fee Disclosure and Waived Fees

    By CLE401kGuy, May 21, 2014
    • 5 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 23, 2014

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

    By Jim Chad, May 22, 2014
    • 5 replies
    • 1.3k views
    • 
    • Bird
    • May 23, 2014

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

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

43. 401(k) Contribution Correction - Prohibited Deferrals

    By MGOAdmin, May 22, 2014   

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

44. Certification that rollover is from an eleigible source

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

45. Permissive Aggregation for coverage testing

    By Guest cxs, May 21, 2014
    • 1 reply
    • 2.8k views
    • 
    • MWeddell
    • May 22, 2014

46. Compensation

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

47. Auto Enrollment - Failure to auto enroll

    By 52626, May 16, 2014
    • 5 replies
    • 2.1k views
    • 
    • GMK
    • May 21, 2014

48. In Plan Roth Conversion

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

49. Fee Disclosures

    By austin3515, May 19, 2014
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • May 20, 2014

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

    By Jim Chad, May 19, 2014
    • 2 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 19, 2014