401(k) Plans

19,275 topics in this forum

1. Missed match deposit

   By Chippy, July 18, 2013
   • 7 replies
   • 1k views
   • 
   • Chippy
   • July 18, 2013

2. Who Purchases ERISA Bond?

   By Guest BenefitsAnnie, July 17, 2013
   • 11 replies
   • 1.7k views
   • 
   • QDROphile
   • July 17, 2013

3. Who can be a Trustee

   By cpc0506, July 17, 2013
   • 2 replies
   • 952 views
   • 
   • david rigby
   • July 17, 2013

4. Who's a good service provider for a super-micro 401(k) plan?

   By Peter Gulia, July 16, 2013
   • 21 replies
   • 3k views
   • 
   • Peter Gulia
   • July 19, 2013

5. Salaried & Equivalency for Hours

   By Craig Schiller, July 16, 2013   

   • False equivalency
   • 4 replies
   • 4.5k views
   • 
   • ForksnKnives
   • July 22, 2013

6. Safe Harbor / 401k = Different Eligibility Allowed?

   By jmartin, July 15, 2013
   • 18 replies
   • 8.5k views
   • 
   • BG5150
   • July 17, 2013

7. Post severance comp & hours

   By Craig Schiller, July 12, 2013   

   • PS $ & HRS
   • 5 replies
   • 5.3k views
   • 
   • Craig Schiller
   • July 18, 2013

8. Amendment to Safe Harbor Plan

   By msmith, July 11, 2013
   • 12 replies
   • 7.3k views
   • 
   • msmith
   • July 13, 2013

9. Controlled Group Situation & Owner Sold One Business - Help

   By HarleyBabe, July 11, 2013
   • 7 replies
   • 1.3k views
   • 
   • MoJo
   • July 16, 2013

10. Participant Count for form 5500

    By EBDI, July 11, 2013
    • 8 replies
    • 1.5k views
    • 
    • BG5150
    • July 11, 2013

11. SSNs on benefit statements

    By pcbenefits007, July 10, 2013
    • 6 replies
    • 1.3k views
    • 
    • masteff
    • July 10, 2013

12. Missed Safe Harbor contribution

    By JKW, July 9, 2013
    • 1 reply
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 9, 2013

13. Non-Electing Church 401(k) Testing

    By oldman, July 9, 2013
    • 0 replies
    • 1.4k views
    • 
    • oldman
    • July 9, 2013

14. Merger of practices/plans

    By Guest jvajj, July 8, 2013   

    • Merging Practices and Plans
    • 0 replies
    • 978 views
    • 
    • Guest
    • July 8, 2013

15. Matching Contribution -True up

    By Nassau, July 8, 2013
    • 7 replies
    • 7.1k views
    • 
    • 401king
    • December 22, 2014

16. Related or unrelated rollover

    By cpc0506, July 5, 2013
    • 1 reply
    • 2k views
    • 
    • masteff
    • July 5, 2013

17. Effective Date for New Safe Harbor Plan

    By Susan S., July 3, 2013
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • July 4, 2013

18. Improperly Excluded Employee in 401(k) Plan

    By PensionPro, July 3, 2013
    • 2 replies
    • 980 views
    • 
    • MoShawn
    • July 5, 2013

19. ERISA Recapture Accounts

    By austin3515, July 3, 2013
    • 1 reply
    • 2.7k views
    • 
    • austin3515
    • July 3, 2013

20. VCP - participant culpability?

    By 401(j), July 1, 2013
    • 4 replies
    • 1.1k views
    • 
    • jpod
    • July 2, 2013

21. Forfeitures

    By cdavis25, June 27, 2013
    • 9 replies
    • 1.8k views
    • 
    • K2retire
    • July 2, 2013

22. Students in Co-op program

    By jkharvey, June 27, 2013
    • 2 replies
    • 2.2k views
    • 
    • Bill Presson
    • June 27, 2013

23. delay in implementing an amendment

    By K2retire, June 26, 2013
    • 9 replies
    • 1.7k views
    • 
    • QDROphile
    • June 27, 2013

24. 403(b) taking excess deferrals to prevent ADP failure

    By 401_4_ever, June 26, 2013
    • 3 replies
    • 960 views
    • 
    • PensionPro
    • June 26, 2013

25. Match Reinstatement - What to do with ACP Testing???

    By heygents, June 26, 2013
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • June 27, 2013

26. Automatic Enrollment amendment

    By Lori H, June 24, 2013
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • June 24, 2013

27. Prohibited Transaction

    By 52626, June 21, 2013
    • 0 replies
    • 869 views
    • 
    • 52626
    • June 21, 2013

28. Beneficiary of account is an old boyfriend - Can family change after death?

    By 401king, June 21, 2013
    • 6 replies
    • 1.7k views
    • 
    • ForksnKnives
    • June 27, 2013

29. hardship withdrawals

    By Chippy, June 20, 2013
    • 1 reply
    • 992 views
    • 
    • BG5150
    • June 20, 2013

30. Limit HCE's to 4% of pay

    By Jim Chad, June 19, 2013
    • 8 replies
    • 1.7k views
    • 
    • Tom Poje
    • June 20, 2013

31. Requirement for independent audit for plans with over 100 ptps.

    By KevinMc, June 19, 2013
    • 2 replies
    • 857 views
    • 
    • BG5150
    • June 19, 2013

32. RMD Scenario and Process Question

    By Guest mmaggs, June 19, 2013
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • June 19, 2013

33. Springing Safe Harbor -- Amendment required each year?

    By Guest phy401k, June 18, 2013
    • 4 replies
    • 3.8k views
    • 
    • Kevin C
    • June 19, 2013

34. defaulted loan due to rejection of payments

    By WCC, June 18, 2013
    • 3 replies
    • 963 views
    • 
    • BG5150
    • June 19, 2013

35. Is a 5330 Necessary If Late Deposit of Deferrals Is Corrected Under VFC?

    By Übernerd, June 17, 2013   

    • 5330
    • VFCP
    • (and 1 more)

      Tagged with:

      • 5330
      • VFCP
      • PTE 2002-51
    • 8 replies
    • 5.4k views
    • 
    • jim241
    • December 15, 2020

36. Spousal Consent

    By Guest Chuck118, June 17, 2013
    • 9 replies
    • 2.3k views
    • 
    • masteff
    • June 21, 2013

37. Earnings Allocation

    By Guest boxerengine, June 16, 2013   

    • Earnings Allocation
    • 2 replies
    • 3.2k views
    • 
    • Bird
    • June 17, 2013

38. match true-up

    By cpc0506, June 14, 2013
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • June 14, 2013

39. Terminate plan with "ponzi'd assets"

    By Guest JPIngold, June 13, 2013
    • 0 replies
    • 804 views
    • 
    • Guest
    • June 13, 2013

40. non-publicly traded stock

    By gregburst, June 13, 2013
    • 1 reply
    • 1.7k views
    • 
    • ESOP Guy
    • June 13, 2013

41. Distribution and "Buy Back". How is Roth Handled?

    By buckaroo, June 13, 2013
    • 3 replies
    • 1.1k views
    • 
    • 12AX7
    • June 13, 2013

42. Plan Compensation definition and HSA

    By pmacduff, June 13, 2013
    • 11 replies
    • 8.8k views
    • 
    • pmacduff
    • June 14, 2013

43. Change plan comp- retroactive correction

    By jmartin, June 12, 2013
    • 3 replies
    • 913 views
    • 
    • jmartin
    • June 12, 2013

44. Top Heavy Safe Harbor Non Elective Plan

    By KevinMc, June 12, 2013
    • 2 replies
    • 1.2k views
    • 
    • KevinMc
    • June 12, 2013

45. RMD Rules

    By austin3515, June 11, 2013
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • June 11, 2013

46. Ownership change in dental office 401-k Plan

    By KevinMc, June 11, 2013
    • 2 replies
    • 1.3k views
    • 
    • ESOP Guy
    • June 11, 2013

47. Self Directed 401K Plans

    By Guest will, June 7, 2013
    • 5 replies
    • 1.6k views
    • 
    • K2retire
    • June 21, 2013

48. 401K Margin Trading Account

    By Guest will, June 6, 2013
    • 5 replies
    • 13.5k views
    • 
    • CaptainObvious
    • January 17, 2015

49. Profit Sharing plan adding 401(k) Mid-Year

    By Tinman, June 6, 2013
    • 1 reply
    • 1.7k views
    • 
    • BG5150
    • June 6, 2013

50. Bonus Election (Each time or One Time?)

    By jmartin, June 6, 2013
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • June 6, 2013