401(k) Plans

19,490 topics in this forum

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

   By Guest CK401K, July 2, 2014
   • 6 replies
   • 4.9k views
   • 
   • masteff
   • July 2, 2014

2. Broker - Dealers

   By Guest scuba80, July 1, 2014
   • 4 replies
   • 2.7k views
   • 
   • Bill Presson
   • July 1, 2014

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

   By Guest mrjones, June 29, 2014
   • 4 replies
   • 1.2k views
   • 
   • david rigby
   • June 30, 2014

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

   By KTB, June 27, 2014
   • 5 replies
   • 2.2k views
   • 
   • KTB
   • June 30, 2014

5. Late deferrals - responsibility & who deposits

   By TPApril, June 27, 2014
   • 3 replies
   • 1k views
   • 
   • ESOP Guy
   • June 30, 2014

6. Unused Vacation Pay - Can it be derferred?

   By katie58, June 27, 2014
   • 3 replies
   • 7.3k views
   • 
   • MWeddell
   • June 30, 2014

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

   By Jim Chad, June 19, 2014
   • 7 replies
   • 11.1k views
   • 
   • SearchLight
   • June 27, 2014

8. Bottom Up QNEC

   By Guest tjt169, June 17, 2014
   • 3 replies
   • 2.3k views
   • 
   • Kevin C
   • June 27, 2014

9. Power of Attorney for Sick Participant

   By JKW, June 26, 2014
   • 4 replies
   • 1.4k views
   • 
   • Peter Gulia
   • June 27, 2014

10. What is W-2 Compensation?

    By justanotheradmin, June 25, 2014
    • 7 replies
    • 8.3k views
    • 
    • ESOP Guy
    • June 26, 2014

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

    By Jim Chad, June 24, 2014
    • 4 replies
    • 1.6k views
    • 
    • My 2 cents
    • June 24, 2014

12. Spouse as beneficiary

    By austin3515, June 19, 2014
    • 9 replies
    • 2k views
    • 
    • FormsRstillmylife
    • June 24, 2014

13. Safe harbor and Top Heavy

    By Craig Garner, June 23, 2014
    • 6 replies
    • 1.2k views
    • 
    • K2retire
    • June 24, 2014

14. Can we amend EACA plan mid year

    By jkharvey, June 23, 2014
    • 2 replies
    • 4.2k views
    • 
    • jkharvey
    • June 24, 2014

15. Can a Charter School have one?

    By doombuggy, June 23, 2014   

    • charter school
    • 401(k)
    • 2 replies
    • 3.4k views
    • 
    • MoJo
    • June 23, 2014

16. Basic QJSA Info

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

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

    By austin3515, June 20, 2014
    • 4 replies
    • 1.6k views
    • 
    • austin3515
    • June 23, 2014

18. compensation and gateway

    By Chippy, June 20, 2014
    • 5 replies
    • 1.9k views
    • 
    • MWeddell
    • June 23, 2014

19. Immediate Entry for Rehire?

    By Susan S., June 19, 2014
    • 2 replies
    • 3.1k views
    • 
    • My 2 cents
    • June 20, 2014

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

    By Jim Chad, June 19, 2014
    • 7 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 19, 2014

21. J&S in a Profit Sharing Plan

    By 52626, April 22, 2014
    • 8 replies
    • 5k views
    • 
    • Guest
    • June 19, 2014

22. Loan Refinance

    By Guest SLBRB, June 19, 2014
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • June 19, 2014

23. 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
    • 1.8k views
    • 
    • MWeddell
    • June 19, 2014

24. Refund of Elective Deferrals and Earnings After Hardship Distribution

    By 12AX7, June 17, 2014
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • June 19, 2014

25. Lost earnings on a Match

    By JKW, June 18, 2014
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • June 19, 2014

26. 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
    • 1.3k views
    • 
    • Kevin C
    • June 18, 2014

27. 401K loan to pay off a student loan

    By Guest DCMC, June 17, 2014   

    • 401K loan
    • student loan
    • 16 replies
    • 3.7k views
    • 
    • jpod
    • June 17, 2014

28. Leave Cash Outs

    By Guest Pitch78, June 16, 2014
    • 13 replies
    • 6.5k views
    • 
    • jjaatirs
    • June 17, 2014

29. SSA locates missing participant

    By CLE401kGuy, May 28, 2014
    • 8 replies
    • 1.6k views
    • 
    • austin3515
    • June 16, 2014

30. Non-Spouse Beneficiary

    By Guest A_Dude, June 16, 2014
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 16, 2014

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

    By MarZDoates, June 12, 2014
    • 6 replies
    • 2.4k views
    • 
    • Bird
    • June 15, 2014

32. Anybody using FT William for plan administration?

    By M Norton, June 10, 2014   

    • ftwilliam
    • 10 replies
    • 2.8k views
    • 
    • M Norton
    • June 12, 2014

33. Annual Deferral Election

    By Guest Ken Krol, June 9, 2014
    • 6 replies
    • 2k views
    • 
    • Guest
    • June 12, 2014

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

    By Jim Chad, April 10, 2014
    • 5 replies
    • 4.1k views
    • 
    • MWeddell
    • June 11, 2014

35. Key Employee

    By Guest elang, June 10, 2014   

    • Top Heavy
    • 1 reply
    • 1.6k views
    • 
    • masteff
    • June 11, 2014

36. Designation of Beneficiary

    By Lori H, June 9, 2014
    • 5 replies
    • 1.5k views
    • 
    • My 2 cents
    • June 10, 2014

37. Distribution from 401(k) to ILIT

    By Guest SSSP, June 6, 2014
    • 7 replies
    • 2.6k views
    • 
    • ETA Consulting LLC
    • June 10, 2014

38. Coverage Testing in a control group

    By cpc0506, June 10, 2014
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • June 10, 2014

39. 3 month eligibility

    By Guest decjr, June 10, 2014
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 10, 2014

40. How many tax laws in last 6 years?

    By Jim Chad, June 9, 2014
    • 3 replies
    • 1k views
    • 
    • Guest
    • June 10, 2014

41. 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
    • 2.2k views
    • 
    • Bird
    • June 10, 2014

42. Distribution from pooled 401k

    By Guest Bagwhan, June 9, 2014
    • 4 replies
    • 4.1k views
    • 
    • Guest
    • June 9, 2014

43. 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
    • 2.2k views
    • 
    • MWeddell
    • June 6, 2014

44. Ownership of adopting employers for plan purposes

    By Rai401k, June 4, 2014
    • 5 replies
    • 1.4k views
    • 
    • Rai401k
    • June 6, 2014

45. quick question

    By Guest A_Dude, June 5, 2014
    • 4 replies
    • 1.1k views
    • 
    • rcline46
    • June 6, 2014

46. ACP Safe Harbor Match Mid-Year Amendment

    By JRN, May 29, 2014   

    • ACP Safe Harbor Amendment
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • June 6, 2014

47. Hiring a 401(k) administrator

    By Guest Ronnie P, June 4, 2014
    • 3 replies
    • 1k views
    • 
    • austin3515
    • June 5, 2014

48. 403(b) deferral test/refund

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

49. Business Acquisition and SH 401(k) Plan

    By Dougsbpc, June 4, 2014
    • 1 reply
    • 1.1k views
    • 
    • lalaland
    • June 4, 2014

50. FBO Account Fee Disclosures

    By austin3515, June 3, 2014
    • 2 replies
    • 1.9k views
    • 
    • J Simmons
    • June 3, 2014