401(k) Plans

19,299 topics in this forum

1. THM - Class Exclusions

   By austin3515, February 9, 2014
   • 1 reply
   • 952 views
   • 
   • ETA Consulting LLC
   • February 9, 2014

2. New 401(k) plan and eligibility

   By cfull, February 7, 2014
   • 1 reply
   • 1.1k views
   • 
   • shERPA
   • February 7, 2014

3. 401(k) / Control Group / combined testing?

   By Guest silversurfer550, February 7, 2014
   • 3 replies
   • 1.7k views
   • 
   • Tom Poje
   • February 7, 2014

4. Any Penalty for Non-deductible employer contribution?

   By Guest Janiele, February 6, 2014
   • 1 reply
   • 1.9k views
   • 
   • ESOP Guy
   • February 7, 2014

5. Plan assets as collateral

   By Guest TrustMe401k, February 5, 2014
   • 6 replies
   • 2.5k views
   • 
   • Bill Presson
   • February 6, 2014

6. A Not-So-Worthy Competitor: Uncle Sam's myRA

   By austin3515, January 29, 2014
   • 42 replies
   • 4.3k views
   • 
   • GMK
   • February 5, 2014

7. HCE definition

   By R. Butler, February 5, 2014
   • 1 reply
   • 1.3k views
   • 
   • Kevin C
   • February 5, 2014

8. In-plan Roth conversion.

   By Guest Thornton, February 4, 2014   

   • Fully Vested?
   • 1 reply
   • 778 views
   • 
   • masteff
   • February 4, 2014

9. Match (yet to be made) and ACP Failure

   By Gadgetfreak, February 2, 2014   

   • Match
   • ACP
   • (and 1 more)

     Tagged with:

     • Match
     • ACP
     • Fail
   • 3 replies
   • 1.6k views
   • 
   • 12AX7
   • February 3, 2014

10. Allocation Requirements Retro Waiver

    By LANDO, January 31, 2014   

    • Allocation Requirements Waive
    • 3 replies
    • 1.4k views
    • 
    • LANDO
    • February 3, 2014

11. Amendment to Safe Harbor 401(k) Plan

    By Guest Celtics, January 31, 2014   

    • safe harbor amendments
    • 8 replies
    • 3.6k views
    • 
    • austin3515
    • February 3, 2014

12. Simple 401k Rollover to 401k

    By MGOAdmin, January 28, 2014   

    • simple
    • 401k
    • (and 1 more)

      Tagged with:

      • simple
      • 401k
      • rollover
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • February 3, 2014

13. ADP Refund of Roth plus gains at age 56- are gains taxable?

    By Jim Chad, January 31, 2014
    • 1 reply
    • 960 views
    • 
    • Lou S.
    • January 31, 2014

14. Jan 1 and Entry Dates

    By Guest Pippy, January 31, 2014
    • 2 replies
    • 935 views
    • 
    • ETA Consulting LLC
    • January 31, 2014

15. Stock attribution question after death

    By Lou S., January 30, 2014
    • 2 replies
    • 812 views
    • 
    • Lou S.
    • January 31, 2014

16. Top Heavy Minimums in Safe Harbor Match Plan with a DB

    By drakecohen, January 30, 2014   

    • defined
    • benefit
    • (and 5 more)

      Tagged with:

      • defined
      • benefit
      • top
      • heavy
      • safe
      • harbor
      • match
    • 2 replies
    • 1.9k views
    • 
    • K2retire
    • January 31, 2014

17. Fidelity Bond Coverage

    By KevinMc, January 30, 2014
    • 1 reply
    • 1.4k views
    • 
    • 401_noob
    • January 31, 2014

18. ADP, ACP refunds and Top Heavy

    By CLE401kGuy, January 30, 2014
    • 1 reply
    • 3.4k views
    • 
    • BG5150
    • January 30, 2014

19. Minimum deferral percent, plan year comp

    By Guest Achilles, January 30, 2014
    • 4 replies
    • 955 views
    • 
    • david rigby
    • January 30, 2014

20. Auto enroll opt out

    By pmacduff, January 24, 2014
    • 7 replies
    • 2.3k views
    • 
    • pmacduff
    • January 29, 2014

21. Forfeitures sitting around...

    By doombuggy, January 24, 2014
    • 14 replies
    • 1.5k views
    • 
    • doombuggy
    • January 29, 2014

22. Amending Safe Harbor Plans

    By MGOAdmin, January 28, 2014   

    • Amend
    • Safe Harbor
    • 5 replies
    • 1.8k views
    • 
    • Bird
    • January 29, 2014

23. RMD over MORE than the RMD?

    By austin3515, January 24, 2014
    • 21 replies
    • 3.3k views
    • 
    • Bird
    • January 29, 2014

24. Installment Payments

    By DTH, January 28, 2014
    • 0 replies
    • 1.5k views
    • 
    • DTH
    • January 28, 2014

25. Top Heavy & Safe Harbor

    By Dazednconfused, January 27, 2014
    • 1 reply
    • 992 views
    • 
    • Lou S.
    • January 27, 2014

26. VCP Filing

    By 52626, January 27, 2014
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • January 27, 2014

27. Forfeiture Use

    By 12AX7, January 27, 2014
    • 2 replies
    • 1.4k views
    • 
    • 12AX7
    • January 27, 2014

28. Periodic Pension Benefit Statement Requirement

    By PainPA, January 23, 2014   

    • Sec 508 of the 2006 PPA
    • 10 replies
    • 3.9k views
    • 
    • Bird
    • January 25, 2014

29. In-Service Distribution: Unrelated Rollover

    By Guest 4Kicks, January 24, 2014   

    • Top Heavy Test
    • 1 reply
    • 1.8k views
    • 
    • Lou S.
    • January 24, 2014

30. Severance Pay

    By 30Rock, January 23, 2014
    • 14 replies
    • 17k views
    • 
    • 30Rock
    • January 24, 2014

31. Roth Deferral

    By KevinMc, January 24, 2014
    • 1 reply
    • 864 views
    • 
    • rcline46
    • January 24, 2014

32. deferrals and catch-up

    By Chippy, January 23, 2014
    • 4 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 23, 2014

33. Carve Out Method

    By CLE401kGuy, January 22, 2014
    • 4 replies
    • 4k views
    • 
    • Tom Poje
    • January 23, 2014

34. ADP Test with no compensation

    By Guest RCAB, January 22, 2014   

    • adp
    • compensation
    • 1 reply
    • 2k views
    • 
    • Bird
    • January 23, 2014

35. Which entry date do I use?

    By Guest RCAB, January 22, 2014   

    • hours
    • participation
    • (and 1 more)

      Tagged with:

      • hours
      • participation
      • eligibility
    • 2 replies
    • 1.4k views
    • 
    • ESOP Guy
    • January 23, 2014

36. ADP/ACP and Compensation Testing

    By bevfair, January 20, 2014
    • 1 reply
    • 2k views
    • 
    • ETA Consulting LLC
    • January 20, 2014

37. Safe Harbor Discontinued / Any Creative Solutions for HCE?

    By Susan S., January 16, 2014
    • 4 replies
    • 1.1k views
    • 
    • ESOP Guy
    • January 17, 2014

38. Vested ownership? What counts for HCE determ?

    By jmartin, January 17, 2014
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • January 17, 2014

39. 1099-R 59 1/2 Distribution Code

    By PainPA, January 17, 2014
    • 2 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 17, 2014

40. IRS notice re: Fidelity Bond

    By Earl, January 8, 2014
    • 3 replies
    • 2.8k views
    • 
    • masteff
    • January 17, 2014

41. IRS information request regarding unreasonable compensation

    By 7806akp, January 16, 2014
    • 7 replies
    • 1.2k views
    • 
    • austin3515
    • January 16, 2014

42. Exclusion OK?

    By austin3515, January 15, 2014
    • 8 replies
    • 1.4k views
    • 
    • GMK
    • January 16, 2014

43. 1983 Waiver of RMD

    By 52626, January 15, 2014
    • 4 replies
    • 1.8k views
    • 
    • masteff
    • January 15, 2014

44. In-plan Roth rollovers

    By K2retire, January 14, 2014
    • 3 replies
    • 942 views
    • 
    • masteff
    • January 14, 2014

45. 401(k) Contributions passed through a Cafeteria Plan?

    By 401king, January 14, 2014
    • 5 replies
    • 5.3k views
    • 
    • masteff
    • January 14, 2014

46. Is this a successor employer?

    By AlbanyConsultant, January 14, 2014
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • January 14, 2014

47. Plan Loan

    By Guest Hgreer, January 6, 2014
    • 18 replies
    • 2.2k views
    • 
    • Jim Chad
    • January 14, 2014

48. IRS Late notices

    By justanotheradmin, October 22, 2013   

    • 5500
    • 5558
    • (and 1 more)

      Tagged with:

      • 5500
      • 5558
      • 8955-ssa
    • 5 replies
    • 1.8k views
    • 
    • PainPA
    • January 13, 2014

49. excess deferrals rolled to IRA

    By 30Rock, January 11, 2014
    • 2 replies
    • 2.3k views
    • 
    • Appleby
    • January 13, 2014

50. Profit Sharing Versus Increased Match Formula

    By Guest ghenson08, January 10, 2014
    • 5 replies
    • 1k views
    • 
    • ESOP Guy
    • January 10, 2014