401(k) Plans

19,502 topics in this forum

1. 3 month eligibility

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

2. How many tax laws in last 6 years?

   By Jim Chad, June 9, 2014
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • June 10, 2014

3. 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

4. Distribution from pooled 401k

   By Guest Bagwhan, June 9, 2014
   • 4 replies
   • 4.2k views
   • 
   • Guest
   • June 9, 2014

5. 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
   • 2.3k views
   • 
   • MWeddell
   • June 6, 2014

6. Ownership of adopting employers for plan purposes

   By Rai401k, June 4, 2014
   • 5 replies
   • 1.5k views
   • 
   • Rai401k
   • June 6, 2014

7. quick question

   By Guest A_Dude, June 5, 2014
   • 4 replies
   • 1.2k views
   • 
   • rcline46
   • June 6, 2014

8. ACP Safe Harbor Match Mid-Year Amendment

   By JRN, May 29, 2014   

   • ACP Safe Harbor Amendment
   • 3 replies
   • 1.7k views
   • 
   • austin3515
   • June 6, 2014

9. Hiring a 401(k) administrator

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

10. 403(b) deferral test/refund

    By mlp0816, June 4, 2014
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • June 5, 2014

11. Business Acquisition and SH 401(k) Plan

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

12. FBO Account Fee Disclosures

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

13. 30 day wait for managers

    By Jim Chad, June 3, 2014
    • 3 replies
    • 1.5k views
    • 
    • 12AX7
    • June 3, 2014

14. rehired employees with auto enrollment

    By K2retire, June 3, 2014
    • 3 replies
    • 3.1k views
    • 
    • Guest
    • June 3, 2014

15. Restating Plan in Connection w/ New Vendor

    By austin3515, May 23, 2014
    • 20 replies
    • 3.4k views
    • 
    • Belgarath
    • June 3, 2014

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

    By Jim Chad, June 2, 2014
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • June 2, 2014

17. 3(16) Fiduciary Status

    By austin3515, May 28, 2014
    • 15 replies
    • 5.5k views
    • 
    • austin3515
    • June 2, 2014

18. Multiple K-1s and negative net comp

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

19. Charging Fees to Terminated Participant Accounts

    By khn, May 30, 2014
    • 8 replies
    • 2.4k views
    • 
    • Kevin C
    • May 30, 2014

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

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

21. Rollovers by Terminated Participants

    By lalaland, May 29, 2014
    • 9 replies
    • 8.7k views
    • 
    • masteff
    • May 30, 2014

22. Missed Deferral Opp Fixes

    By Rai401k, May 29, 2014
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • May 30, 2014

23. Controlled Group - Minor Child becomes Adult

    By jmartin, May 27, 2014
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 30, 2014

24. Revenue Sharing / RIA / Co-Fiduciary

    By austin3515, May 29, 2014
    • 1 reply
    • 1.2k views
    • 
    • JRN
    • May 29, 2014

25. Multiple ER Plan

    By PFranckowiak, May 29, 2014
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • May 29, 2014

26. adp test and terminated participants

    By Chippy, May 21, 2014
    • 7 replies
    • 4.8k views
    • 
    • Chippy
    • May 28, 2014

27. adding particpating employer agreement within a safe harbor plan

    By cpc0506, May 27, 2014
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • May 27, 2014

28. 401(k) Plan as an offset

    By mphs77, May 27, 2014
    • 2 replies
    • 1.2k views
    • 
    • mphs77
    • May 27, 2014

29. Merger of Plans Safe Harbor and Non Safe Harbor

    By 52626, May 23, 2014
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • May 27, 2014

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

    By KevinMc, May 21, 2014
    • 2 replies
    • 1.1k views
    • 
    • mbozek
    • May 24, 2014

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

    By jmartin, November 21, 2011
    • 5 replies
    • 1.7k views
    • 
    • TPApril
    • May 23, 2014

32. Fee Disclosure and Waived Fees

    By CLE401kGuy, May 21, 2014
    • 5 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 23, 2014

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

    By Jim Chad, May 22, 2014
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • May 23, 2014

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

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

35. 401(k) Contribution Correction - Prohibited Deferrals

    By MGOAdmin, May 22, 2014   

    • correction
    • excess
    • 0 replies
    • 1.6k views
    • 
    • MGOAdmin
    • May 22, 2014

36. Certification that rollover is from an eleigible source

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

37. Permissive Aggregation for coverage testing

    By Guest cxs, May 21, 2014
    • 1 reply
    • 3.1k views
    • 
    • MWeddell
    • May 22, 2014

38. Compensation

    By cdavis25, May 21, 2014
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • May 22, 2014

39. Auto Enrollment - Failure to auto enroll

    By 52626, May 16, 2014
    • 5 replies
    • 2.5k views
    • 
    • GMK
    • May 21, 2014

40. In Plan Roth Conversion

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

41. Fee Disclosures

    By austin3515, May 19, 2014
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • May 20, 2014

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

    By Jim Chad, May 19, 2014
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 19, 2014

43. top heavy - in-service distributions

    By Scuba 401, May 13, 2014
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • May 17, 2014

44. Switching Recordkept Platforms and Late Deferrals

    By msmith, May 15, 2014
    • 3 replies
    • 1.5k views
    • 
    • msmith
    • May 16, 2014

45. Safe Harbor Match and Per Pay Calculation Period

    By CLE401kGuy, May 12, 2014
    • 9 replies
    • 2.1k views
    • 
    • austin3515
    • May 16, 2014

46. Late deferrals

    By EBDI, May 13, 2014
    • 6 replies
    • 2.2k views
    • 
    • EBDI
    • May 13, 2014

47. Safe Harbor Plan

    By Guest WMiller, May 9, 2014   

    • true up
    • last day requirement
    • (and 2 more)

      Tagged with:

      • true up
      • last day requirement
      • non-elective & matching ctb
      • Top Heavy test
    • 10 replies
    • 4.2k views
    • 
    • Kevin C
    • May 12, 2014

48. Safe Harbor Plan and 11g amendment

    By Dennis Povloski, May 12, 2014
    • 2 replies
    • 2.2k views
    • 
    • Tom Poje
    • May 12, 2014

49. US Wages Paid for Ee Working in foreign country

    By austin3515, May 8, 2014
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • May 9, 2014

50. Control group Determination

    By mlp0816, May 8, 2014   

    • Common ownership
    • 3 replies
    • 1.3k views
    • 
    • mlp0816
    • May 9, 2014