401(k) Plans

19,299 topics in this forum

1. QSLOB - coverage testing

   By Guest ppapdx, July 31, 2013
   • 2 replies
   • 3.2k views
   • 
   • Guest
   • July 31, 2013

2. Required Annual Participant Fee Disclosure - Plan Merger - still required?

   By Guest TaxedToDeath, July 31, 2013
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • July 31, 2013

3. Multiemployer 401(k) Plan

   By luissaha, July 29, 2013
   • 2 replies
   • 1.4k views
   • 
   • masteff
   • July 30, 2013

4. service provider audit

   By Guest flpensionguy, July 30, 2013
   • 1 reply
   • 994 views
   • 
   • rcline46
   • July 30, 2013

5. Safe Harbor and laid-off employee

   By Guest etalia, July 29, 2013
   • 7 replies
   • 2.5k views
   • 
   • masteff
   • July 30, 2013

6. Has a SIMPLE and wants a 401(k)

   By Jim Chad, July 26, 2013
   • 4 replies
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • July 29, 2013

7. Profit Sharing Plan termination

   By cpc0506, July 26, 2013
   • 3 replies
   • 1.2k views
   • 
   • Bird
   • July 29, 2013

8. Loan Policy and Document Restatement

   By cpc0506, July 26, 2013
   • 1 reply
   • 909 views
   • 
   • 12AX7
   • July 27, 2013

9. Break in Service Vesting

   By Guest ghenson08, July 25, 2013
   • 5 replies
   • 2.4k views
   • 
   • masteff
   • July 26, 2013

10. Unrelated employers with separate 401(k) plans in pooled account

    By Guest TaxedToDeath, July 26, 2013
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 26, 2013

11. Surrender insurance and transfer CV into other assets in the Plan

    By cdavis25, July 23, 2013
    • 12 replies
    • 4.7k views
    • 
    • Bird
    • July 26, 2013

12. Merging 401(k) Plan

    By 52626, July 25, 2013   

    • Trustees Liability
    • 4 replies
    • 1.6k views
    • 
    • MoJo
    • July 26, 2013

13. Family Attribution w/ Trust - Adult Son

    By jmartin, July 25, 2013
    • 1 reply
    • 1.7k views
    • 
    • ETA Consulting LLC
    • July 25, 2013

14. Demutualization Proceeds

    By Atila, July 24, 2013
    • 5 replies
    • 1.1k views
    • 
    • BG5150
    • July 25, 2013

15. Form 18? Profit Sharing Contribution

    By emmetttrudy, July 23, 2013
    • 6 replies
    • 916 views
    • 
    • Gadgetfreak
    • July 24, 2013

16. Getting around the five-year rule for participant loans

    By 401(j), July 23, 2013
    • 6 replies
    • 1.2k views
    • 
    • ForksnKnives
    • July 23, 2013

17. Fee disclosure extension

    By austin3515, July 23, 2013
    • 4 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • July 23, 2013

18. Permissively Aggregate Owner's Plan with Staff Plan

    By Oh so SIMPLE, July 21, 2013
    • 9 replies
    • 1.8k views
    • 
    • ESOP Guy
    • July 23, 2013

19. Incorrect ADP refund

    By Guest niceguymike1, July 22, 2013
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 22, 2013

20. Salaried & Equivalency for Hours

    By Craig Schiller, July 16, 2013   

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

21. participant mistakenly elected to defer too much

    By Scuba 401, July 18, 2013
    • 13 replies
    • 2.4k views
    • 
    • ForksnKnives
    • July 22, 2013

22. Is an SMM required

    By cpc0506, July 18, 2013
    • 14 replies
    • 4.7k views
    • 
    • ForksnKnives
    • July 22, 2013

23. 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

24. Missed match deposit

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

25. Defaulted Loans

    By oldman, July 18, 2013
    • 2 replies
    • 932 views
    • 
    • ETA Consulting LLC
    • July 18, 2013

26. Post severance comp & hours

    By Craig Schiller, July 12, 2013   

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

27. Who Purchases ERISA Bond?

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

28. Who can be a Trustee

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

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

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

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

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

31. Amendment to Safe Harbor Plan

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

32. Participant Count for form 5500

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

33. SSNs on benefit statements

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

34. 401k Loan versus ROTH 401k Loans

    By Guest Firehawk734, January 8, 2013   

    • 401k
    • 401k loan
    • (and 1 more)

      Tagged with:

      • 401k
      • 401k loan
      • roth 401k loan
    • 15 replies
    • 36.8k views
    • 
    • Guest
    • July 10, 2013

35. Missed Safe Harbor contribution

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

36. Non-Electing Church 401(k) Testing

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

37. Merger of practices/plans

    By Guest jvajj, July 8, 2013   

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

38. Related or unrelated rollover

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

39. Improperly Excluded Employee in 401(k) Plan

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

40. Effective Date for New Safe Harbor Plan

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

41. ERISA Recapture Accounts

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

42. VCP - participant culpability?

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

43. Forfeitures

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

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

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

45. delay in implementing an amendment

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

46. Students in Co-op program

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

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

    By 401king, June 21, 2013
    • 6 replies
    • 1.8k views
    • 
    • ForksnKnives
    • June 27, 2013

48. 403(b) taking excess deferrals to prevent ADP failure

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

49. Safe Harbor NonElective contribution Employer Funding Deadline ?

    By Francis, June 16, 2010
    • 4 replies
    • 5k views
    • 
    • Scuba 401
    • June 26, 2013

50. Automatic Enrollment amendment

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