401(k) Plans

19,451 topics in this forum

1. Beneficiary Problem

   By Guest snmhanson, May 7, 2014
   • 5 replies
   • 3k views
   • 
   • My 2 cents
   • May 8, 2014

2. Plan Responsibility for Beneficiary Designation

   By khn, May 5, 2014
   • 18 replies
   • 5.7k views
   • 
   • GMK
   • May 7, 2014

3. Top Heavy

   By cdavis25, March 12, 2012
   • 1 reply
   • 1.4k views
   • 
   • shERPA
   • May 7, 2014

4. excess deferrals and excess contributions ..form 5500 and statements

   By Draper55, May 6, 2014
   • 2 replies
   • 4.4k views
   • 
   • Tom Poje
   • May 6, 2014

5. Profit sharing for only one

   By ombskid, May 5, 2014
   • 7 replies
   • 1.2k views
   • 
   • BG5150
   • May 6, 2014

6. New plan waives entry requirements for anyone hired on a certain date

   By jkharvey, May 5, 2014   

   • Only the 3 owners meet it
   • 6 replies
   • 1.5k views
   • 
   • Kevin C
   • May 5, 2014

7. Recruiter Needed for TPA Position

   By Guest RetPlns1160, May 2, 2014   

   • TPA
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • May 2, 2014

8. another fiscal year catch-up question

   By R. Butler, April 30, 2014
   • 2 replies
   • 1.4k views
   • 
   • R. Butler
   • May 2, 2014

9. 401(k) Plan with Non-Citizen Trustee

   By Lame Duck, April 30, 2014   

   • Non-Citizen Trustee
   • 3 replies
   • 3.2k views
   • 
   • Peter Gulia
   • May 2, 2014

10. RMD

    By Guest glhotdog, May 1, 2014   

    • RMD Revoke
    • suspened RMD payments
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • May 1, 2014

11. Non-Publicly Traded Employer Securities Restrictions in Multiple Employer 401(k)

    By dangocek, April 29, 2014   

    • 401(k)
    • employer securities
    • (and 2 more)

      Tagged with:

      • 401(k)
      • employer securities
      • multiple employer plan
      • non-publicly traded
    • 9 replies
    • 3.6k views
    • 
    • dangocek
    • May 1, 2014

12. Using Forfeiture Account

    By khn, April 29, 2014
    • 10 replies
    • 2.4k views
    • 
    • BG5150
    • April 30, 2014

13. Leased Employee - When should she be including in coverage & non-discim testing?

    By MarZDoates, April 28, 2014
    • 2 replies
    • 1.2k views
    • 
    • MarZDoates
    • April 30, 2014

14. Converting K1 to "plan wage" for cross test

    By jmartin, April 28, 2014
    • 2 replies
    • 2.7k views
    • 
    • jmartin
    • April 28, 2014

15. Catchup and ADP Test

    By jmartin, August 17, 2011
    • 7 replies
    • 5.2k views
    • 
    • Tom Poje
    • April 28, 2014

16. Federal Tax Withholding on corrective distributions

    By 30Rock, April 25, 2014
    • 1 reply
    • 1.3k views
    • 
    • BG5150
    • April 25, 2014

17. Missed Loan Payments

    By katie58, April 24, 2014
    • 11 replies
    • 5k views
    • 
    • katie58
    • April 25, 2014

18. Roth 401k Withdrawal

    By karl, April 24, 2014
    • 4 replies
    • 1.3k views
    • 
    • QDROphile
    • April 24, 2014

19. family attribution

    By pmacduff, April 22, 2014
    • 7 replies
    • 1.7k views
    • 
    • BG5150
    • April 24, 2014

20. 6 month suspension of deferrals after hardship

    By khn, April 23, 2014
    • 2 replies
    • 2.2k views
    • 
    • My 2 cents
    • April 23, 2014

21. QDRO alternate payee's interest and award question

    By Guest Enviroavenger2014, April 23, 2014   

    • alternate payee
    • award
    • (and 3 more)

      Tagged with:

      • alternate payee
      • award
      • valuation date
      • interest
      • segregation
    • 2 replies
    • 3.9k views
    • 
    • My 2 cents
    • April 23, 2014

22. Estimating hours for part time pilots

    By Pixie, April 23, 2014
    • 4 replies
    • 1.1k views
    • 
    • QDROphile
    • April 23, 2014

23. Permissive Aggregation - merger of CG member

    By MLML, April 23, 2014
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • April 23, 2014

24. Universal Availability For Plan Loans

    By CLE401kGuy, April 17, 2014
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • April 23, 2014

25. late deposit for corp with 2 owners, no EEs

    By Guest JL Sperry, April 22, 2014   

    • late deposits
    • 1 reply
    • 905 views
    • 
    • Peter Gulia
    • April 22, 2014

26. Short Plan Year, Deferral of Accountant's Report

    By Guest mtrice, April 22, 2014   

    • Change in Plan Year
    • 401(k) Plans
    • 1 reply
    • 1.9k views
    • 
    • Flyboyjohn
    • April 22, 2014

27. Partial Year Safe Harbor Plan

    By mming, April 21, 2014
    • 1 reply
    • 1k views
    • 
    • BG5150
    • April 21, 2014

28. are flat fees reasonable

    By TPApril, April 17, 2014
    • 8 replies
    • 3.1k views
    • 
    • Kevin C
    • April 21, 2014

29. SAR

    By 30Rock, April 16, 2014
    • 1 reply
    • 1k views
    • 
    • mming
    • April 21, 2014

30. Mid Year Amendment for Safe Harbor Plan

    By 52626, April 15, 2014
    • 5 replies
    • 1.4k views
    • 
    • Kevin C
    • April 18, 2014

31. Gateway and Fail Safe Language

    By sdix401k, February 19, 2014
    • 7 replies
    • 3k views
    • 
    • Belgarath
    • April 18, 2014

32. Covering employees of unrelated entity

    By Nancy D, April 17, 2014
    • 3 replies
    • 900 views
    • 
    • QDROphile
    • April 17, 2014

33. Expand SH 401(k) to related entities during year?

    By shERPA, April 16, 2014
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • April 17, 2014

34. Automatic Enrollment and Opt Out

    By 30Rock, April 7, 2014
    • 2 replies
    • 2.9k views
    • 
    • 30Rock
    • April 17, 2014

35. Loans - Hardship Only

    By MGOAdmin, April 15, 2014   

    • hardship
    • loan
    • 5 replies
    • 2.1k views
    • 
    • BG5150
    • April 16, 2014

36. 404a5 Fee Disclosures

    By CLE401kGuy, April 11, 2014
    • 5 replies
    • 2.8k views
    • 
    • Peter Gulia
    • April 14, 2014

37. comp net deferrals... for partners

    By AlbanyConsultant, April 14, 2014
    • 0 replies
    • 951 views
    • 
    • AlbanyConsultant
    • April 14, 2014

38. top heavy to keys

    By cdavis25, April 2, 2014
    • 27 replies
    • 4.2k views
    • 
    • cdavis25
    • April 14, 2014

39. Auto Enrollment

    By Guest Celtics, April 11, 2014   

    • Amendment to add auto enroll
    • 1 reply
    • 878 views
    • 
    • justanotheradmin
    • April 11, 2014

40. Canadian subsidiaries of US corporations

    By k man, April 10, 2014
    • 1 reply
    • 942 views
    • 
    • Guest
    • April 11, 2014

41. HCE Manadatory Aggregation

    By justatester, April 9, 2014
    • 4 replies
    • 2.4k views
    • 
    • Tom Poje
    • April 11, 2014

42. Adequate Fiduciary Liability Insurance?

    By khn, April 9, 2014
    • 4 replies
    • 2.6k views
    • 
    • Peter Gulia
    • April 11, 2014

43. Crediting Service

    By IRA, April 10, 2014
    • 0 replies
    • 926 views
    • 
    • IRA
    • April 10, 2014

44. Internal Controls

    By cripp12, April 9, 2014
    • 4 replies
    • 1.5k views
    • 
    • cripp12
    • April 10, 2014

45. can ex-employee waive his right to employer contributions in a severance agreement?

    By Gudgergirl, April 7, 2014
    • 10 replies
    • 3.4k views
    • 
    • david rigby
    • April 9, 2014

46. 401(k) SH plan moves to MEP

    By jkharvey, April 9, 2014
    • 0 replies
    • 805 views
    • 
    • jkharvey
    • April 9, 2014

47. Discretionary Matching

    By SwimmingInBowelsOfERISA, April 8, 2014
    • 10 replies
    • 4k views
    • 
    • Tom Poje
    • April 9, 2014

48. Applying the Otherwise Excludable Rules

    By justatester, January 2, 2014   

    • Prior Year for ADP/ACP
    • 5 replies
    • 3.5k views
    • 
    • MWeddell
    • April 7, 2014

49. Real Estate as Investment

    By Stash026, March 25, 2014
    • 5 replies
    • 1.8k views
    • 
    • 401K_AZ
    • April 4, 2014

50. Issue 1099 for loan if current on payments and no loan offset?

    By UM1234, April 4, 2014
    • 3 replies
    • 1.4k views
    • 
    • UM1234
    • April 4, 2014