401(k) Plans

19,365 topics in this forum

1. Over - matching HCE and NHCE in Safe Harbor Match Plan

   By KTB, October 10, 2013
   • 2 replies
   • 1.2k views
   • 
   • shERPA
   • October 10, 2013

2. How to Handle a Sale Mid-Year?

   By justatester, October 10, 2013
   • 0 replies
   • 1k views
   • 
   • justatester
   • October 10, 2013

3. Discontinue paying advisory fees for terminated participants

   By Anonymoose, October 8, 2013
   • 3 replies
   • 1.2k views
   • 
   • Lou S.
   • October 9, 2013

4. multiple employer plan and form 5558

   By cpc0506, October 8, 2013
   • 0 replies
   • 859 views
   • 
   • cpc0506
   • October 8, 2013

5. Auto-enrollment

   By Guest ppapdx, October 8, 2013
   • 1 reply
   • 959 views
   • 
   • BG5150
   • October 8, 2013

6. Comp Definition for Deferrals

   By MarZDoates, October 7, 2013
   • 4 replies
   • 1.1k views
   • 
   • MarZDoates
   • October 8, 2013

7. Unvested portion of balance erroneously Distributed - Former Participant will not return

   By JesseQG, October 7, 2013
   • 2 replies
   • 1.3k views
   • 
   • QDROphile
   • October 7, 2013

8. US plan with one Puerto Rico resident

   By K2retire, November 12, 2012
   • 6 replies
   • 11k views
   • 
   • k man
   • October 7, 2013

9. Puerto Rican employees in US 401k

   By k man, October 7, 2013
   • 0 replies
   • 1.1k views
   • 
   • k man
   • October 7, 2013

10. 404(a)(5) Notices

    By 52626, October 3, 2013
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • October 7, 2013

11. Designated Roth Deferral - Separate Account

    By MarZDoates, October 3, 2013
    • 3 replies
    • 1.7k views
    • 
    • MarZDoates
    • October 4, 2013

12. Settlement Check

    By 52626, October 3, 2013
    • 3 replies
    • 2.4k views
    • 
    • Belgarath
    • October 3, 2013

13. Irrevocable Election Out of a Plan

    By austin3515, September 28, 2013
    • 15 replies
    • 6.3k views
    • 
    • austin3515
    • October 2, 2013

14. Simple Controlled Group Question

    By ac, October 1, 2013
    • 2 replies
    • 920 views
    • 
    • 12AX7
    • October 1, 2013

15. Solo 401(k) questions

    By UM1234, October 1, 2013
    • 1 reply
    • 981 views
    • 
    • Jim Chad
    • October 1, 2013

16. Controlled Group - 2 plans safe harbor/non safe harbor

    By WCC, September 30, 2013
    • 1 reply
    • 2.7k views
    • 
    • ETA Consulting LLC
    • September 30, 2013

17. Affiliated Service Group - Lawyers

    By MGOAdmin, September 25, 2013   

    • affiliated
    • 3 replies
    • 1.2k views
    • 
    • shERPA
    • September 30, 2013

18. Failed 401(k) Test and Rollover

    By 52626, September 30, 2013
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • September 30, 2013

19. Davis-Bacon 401(k) plan

    By Guest jreed@e-apc.com, September 26, 2013   

    • Prevailing Wage
    • 3 replies
    • 1.5k views
    • 
    • PensionPro
    • September 30, 2013

20. Allocating Foreitures

    By Guest A_Dude, September 27, 2013
    • 3 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • September 28, 2013

21. Testing Reported on Form 5500

    By ERISA25, September 26, 2013
    • 3 replies
    • 1.5k views
    • 
    • chc93
    • September 28, 2013

22. Two Entities - same Key Employee for TH Test?

    By Guest YvetteW, September 26, 2013
    • 0 replies
    • 807 views
    • 
    • Guest
    • September 26, 2013

23. 401(k) Safe Harbor match to satisfy ADP only

    By Belgarath, September 26, 2013
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • September 26, 2013

24. Partial Plan Termination - OEX

    By sdix401k, September 26, 2013
    • 2 replies
    • 1.3k views
    • 
    • sdix401k
    • September 26, 2013

25. -11(g) corrective amendment

    By Benefits to all, September 25, 2013
    • 1 reply
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • September 25, 2013

26. IRS Penalty Notice CP-283 and Approved Extension

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

27. recently terminated need to move money to safe plan

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

28. HCEs excluded from Profit Sharing Contribution

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

29. QDIA during conversion

    By Rai401k, September 24, 2013
    • 0 replies
    • 1k views
    • 
    • Rai401k
    • September 24, 2013

30. 415 Limit Off-Calendar Plan Year

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

31. DC vs DB Coverage Testing

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

32. Automatic Enrollment

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

33. Deferrals on Bonus

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

34. multiple participant statements?

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

35. Lost participants

    By cdavis25, September 10, 2012
    • 18 replies
    • 5.5k views
    • 
    • Kyle McDonald (PBI)
    • September 19, 2013

36. Plan compensation defined per A.A.

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

37. Substantial and Recurring Contributions

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

38. E-Sign

    By Guest A_Dude, September 16, 2013   

    • Plan Forms
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 18, 2013

39. Client using Prime + 0

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

40. 401(k) Plan Successor rule

    By Guest RACHELP, September 17, 2013
    • 3 replies
    • 3.1k views
    • 
    • QDROphile
    • September 17, 2013

41. 410(b) coverage testing for SLOBS

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

42. Plan Termination

    By Nassau, February 16, 2012
    • 13 replies
    • 4.9k views
    • 
    • MarZDoates
    • September 17, 2013

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

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

44. 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

45. Participant in prison , wife and father each have a power of attorney and want to withdraw full amount

    By Jim Chad, May 18, 2004
    • 7 replies
    • 7.7k views
    • 
    • TPApril
    • September 14, 2013

46. Deconversion Fees

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

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

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

48. Top Heavy and Safe Harbor match question

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

49. safe harbor match true up

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

50. Removing life insurance feature

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