401(k) Plans

19,334 topics in this forum

1. QDIA during conversion

   By Rai401k, September 24, 2013
   • 0 replies
   • 998 views
   • 
   • Rai401k
   • September 24, 2013

2. HCEs excluded from Profit Sharing Contribution

   By MarZDoates, September 24, 2013
   • 1 reply
   • 1.9k views
   • 
   • Lou S.
   • September 24, 2013

3. Controlled group testing - ADP

   By Guest Achilles, September 24, 2013
   • 5 replies
   • 5.8k views
   • 
   • 00hskrgrl
   • October 10, 2013

4. IRS Penalty Notice CP-283 and Approved Extension

   By steverenner, September 24, 2013
   • 6 replies
   • 4.6k views
   • 
   • Tom Poje
   • September 25, 2013

5. 415 Limit Off-Calendar Plan Year

   By 12AX7, September 24, 2013
   • 3 replies
   • 4.5k views
   • 
   • Kevin C
   • September 24, 2013

6. DC vs DB Coverage Testing

   By justatester, September 23, 2013
   • 4 replies
   • 1.7k views
   • 
   • John Feldt ERPA CPC QPA
   • September 24, 2013

7. recently terminated need to move money to safe plan

   By Guest mdwsgrc, September 23, 2013
   • 2 replies
   • 931 views
   • 
   • ESOP Guy
   • September 24, 2013

8. Deferrals on Bonus

   By khn, September 20, 2013
   • 3 replies
   • 1.2k views
   • 
   • Bill Presson
   • September 20, 2013

9. Automatic Enrollment

   By CLE401kGuy, September 20, 2013
   • 2 replies
   • 1.2k views
   • 
   • Belgarath
   • September 24, 2013

10. multiple participant statements?

    By AlbanyConsultant, September 20, 2013
    • 2 replies
    • 1k views
    • 
    • Bird
    • September 20, 2013

11. Plan compensation defined per A.A.

    By Lori H, September 18, 2013
    • 8 replies
    • 2.9k views
    • 
    • rcline46
    • September 19, 2013

12. Client using Prime + 0

    By austin3515, September 18, 2013
    • 1 reply
    • 843 views
    • 
    • Guest
    • September 18, 2013

13. Substantial and Recurring Contributions

    By austin3515, September 17, 2013
    • 16 replies
    • 4.3k views
    • 
    • david rigby
    • September 18, 2013

14. 410(b) coverage testing for SLOBS

    By Guest Thornton, September 17, 2013
    • 2 replies
    • 1.5k views
    • 
    • DMcGovern
    • September 17, 2013

15. 401(k) Plan Successor rule

    By Guest RACHELP, September 17, 2013
    • 3 replies
    • 3k views
    • 
    • QDROphile
    • September 17, 2013

16. Non-Profit wanting to make ER Contribution

    By Guest GinaD, September 16, 2013   

    • profit sharing
    • nonprofit
    • (and 2 more)

      Tagged with:

      • profit sharing
      • nonprofit
      • bonus
      • grants
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 16, 2013

17. Vest a source that wasn't allowed? Updating vesting

    By 401king, September 16, 2013
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 17, 2013

18. E-Sign

    By Guest A_Dude, September 16, 2013   

    • Plan Forms
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 18, 2013

19. Self Employed (SEI) - Timing of election to defer?

    By jgb44, September 12, 2013
    • 5 replies
    • 2.1k views
    • 
    • Bird
    • September 13, 2013

20. Does this qualify as buying a house for 30 year loan or hardship

    By Jim Chad, September 12, 2013
    • 1 reply
    • 867 views
    • 
    • QDROphile
    • September 12, 2013

21. safe harbor match true up

    By K2retire, September 12, 2013
    • 3 replies
    • 1.5k views
    • 
    • K2retire
    • September 13, 2013

22. Deconversion Fees

    By cpc0506, September 12, 2013
    • 1 reply
    • 1.7k views
    • 
    • Jim Chad
    • September 13, 2013

23. Removing life insurance feature

    By Guest Schitze32, September 12, 2013
    • 3 replies
    • 914 views
    • 
    • Guest
    • September 13, 2013

24. Loans against insurance policy in 401k plan

    By jkharvey, September 12, 2013
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • September 12, 2013

25. How much time is involved in "In plan Roth Rollovers and Transfers"

    By Jim Chad, September 11, 2013
    • 1 reply
    • 849 views
    • 
    • K2retire
    • October 28, 2013

26. Top Heavy and Safe Harbor match question

    By Lori H, September 11, 2013
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • September 13, 2013

27. Improper 2012 401k Contribution for LLC

    By Gadgetfreak, September 11, 2013
    • 4 replies
    • 1.3k views
    • 
    • Kevin C
    • September 12, 2013

28. Automatic Enrollment population - Modification of Alloc %

    By buckaroo, September 11, 2013
    • 3 replies
    • 1.1k views
    • 
    • buckaroo
    • September 12, 2013

29. Segregated 401(k) Accounts

    By Saiai, September 11, 2013   

    • segregated account
    • 1 reply
    • 3.5k views
    • 
    • ETA Consulting LLC
    • September 11, 2013

30. Separate Plans for HCEs & NHCEs

    By Guest benefitsguy12, September 11, 2013
    • 5 replies
    • 1k views
    • 
    • david rigby
    • September 12, 2013

31. In-plan Roth transfers and conversions

    By Guest JPIngold, September 11, 2013
    • 1 reply
    • 2.2k views
    • 
    • ETA Consulting LLC
    • September 11, 2013

32. K-1 compensation for calculating match/profit sharing?

    By Lori H, September 10, 2013
    • 2 replies
    • 4.3k views
    • 
    • Bird
    • September 11, 2013

33. Participant Diversification

    By khn, September 10, 2013
    • 1 reply
    • 828 views
    • 
    • GMK
    • September 10, 2013

34. Options for HCEs

    By Guest Curiousgeorge, September 10, 2013
    • 8 replies
    • 2.8k views
    • 
    • GMK
    • September 10, 2013

35. Back pay

    By Guest ppapdx, September 9, 2013
    • 9 replies
    • 7k views
    • 
    • Flyboyjohn
    • June 2, 2015

36. 401k - 3% Safe Harbor Contribution made by employer but he made me pay him back

    By Guest tiredbutnotretired, September 9, 2013
    • 5 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • September 9, 2013

37. Plan termination - safe harbor match

    By Belgarath, September 9, 2013
    • 5 replies
    • 2.9k views
    • 
    • Bird
    • September 10, 2013

38. excess contribution definition

    By K2retire, September 6, 2013
    • 15 replies
    • 2.1k views
    • 
    • david rigby
    • September 9, 2013

39. Taking away 1000 hour and last year rule

    By cpc0506, September 5, 2013
    • 4 replies
    • 1.4k views
    • 
    • cpc0506
    • September 5, 2013

40. Minimum deferral to receive match.

    By Guest Thornton, September 5, 2013
    • 5 replies
    • 2.2k views
    • 
    • Tom Poje
    • September 9, 2013

41. Allocation of Forfeiture (415 Deadline)

    By 12AX7, September 3, 2013
    • 2 replies
    • 1.2k views
    • 
    • 12AX7
    • September 4, 2013

42. Enchanced Safe Harbor Match

    By 52626, September 3, 2013
    • 4 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • September 3, 2013

43. Does sungard plan language require coverage and contributions?

    By Floridaattorney, August 30, 2013
    • 2 replies
    • 1.2k views
    • 
    • cdavis25
    • September 3, 2013

44. Compensation definition for safe harbor match only

    By Belgarath, August 30, 2013
    • 5 replies
    • 2.6k views
    • 
    • Belgarath
    • September 3, 2013

45. Settlor Fee or not

    By cpc0506, August 30, 2013
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • August 30, 2013

46. Simple K Plan - to reg K Plan

    By HarleyBabe, August 29, 2013
    • 4 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • August 29, 2013

47. IRS Continues Its Trend Of Anti-Plan Sponsor Interpretations

    By austin3515, August 28, 2013
    • 15 replies
    • 1.8k views
    • 
    • Belgarath
    • September 3, 2013

48. death of beneficiary

    By Jennifer D., August 28, 2013
    • 7 replies
    • 3.4k views
    • 
    • masteff
    • August 29, 2013

49. Ongoing 408(b)(2) Requirements?

    By khn, August 28, 2013
    • 5 replies
    • 2k views
    • 
    • MoJo
    • August 28, 2013

50. Employees works in the UK, paid through a payroll company in the UK but the firm is in the US - Help? Are They Eligible?

    By HarleyBabe, August 27, 2013
    • 3 replies
    • 932 views
    • 
    • MoJo
    • August 28, 2013