401(k) Plans

19,275 topics in this forum

1. Defaulted Loans

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

2. Post severance comp & hours

   By Craig Schiller, July 12, 2013   

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

3. Who Purchases ERISA Bond?

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

4. Who can be a Trustee

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

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

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

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

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

7. Amendment to Safe Harbor Plan

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

8. Participant Count for form 5500

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

9. SSNs on benefit statements

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

10. 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
    • 36.5k views
    • 
    • Guest
    • July 10, 2013

11. Missed Safe Harbor contribution

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

12. Non-Electing Church 401(k) Testing

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

13. Merger of practices/plans

    By Guest jvajj, July 8, 2013   

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

14. Related or unrelated rollover

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

15. Improperly Excluded Employee in 401(k) Plan

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

16. Effective Date for New Safe Harbor Plan

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

17. ERISA Recapture Accounts

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

18. VCP - participant culpability?

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

19. Forfeitures

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

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

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

21. delay in implementing an amendment

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

22. Students in Co-op program

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

23. 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

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. Safe Harbor NonElective contribution Employer Funding Deadline ?

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

26. Automatic Enrollment amendment

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

27. Self Directed 401K Plans

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

28. Prohibited Transaction

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

29. Spousal Consent

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

30. hardship withdrawals

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

31. Limit HCE's to 4% of pay

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

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

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

33. RMD Scenario and Process Question

    By Guest mmaggs, June 19, 2013
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • 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. Springing Safe Harbor -- Amendment required each year?

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

36. Earnings Allocation

    By Guest boxerengine, June 16, 2013   

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

37. Plan Compensation definition and HSA

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

38. match true-up

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

39. non-publicly traded stock

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

40. Terminate plan with "ponzi'd assets"

    By Guest JPIngold, June 13, 2013
    • 0 replies
    • 804 views
    • 
    • Guest
    • 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. Top Heavy Safe Harbor Non Elective Plan

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

43. Change plan comp- retroactive correction

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

44. Restating a MPP to a PSP

    By kwalified, December 5, 2012
    • 12 replies
    • 2.2k views
    • 
    • kwalified
    • 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. illiquid asset

    By Scuba 401, June 4, 2013
    • 25 replies
    • 7.1k views
    • 
    • John Feldt ERPA CPC QPA
    • June 7, 2013

48. From Safe Harbor to regular Match

    By cpc0506, June 5, 2013
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 7, 2013

49. Restricting Comp for PS allocation due to hardship w/d?

    By Guest Spock, June 6, 2013   

    • Hardship w/d impact on comp
    • 6 replies
    • 1.2k views
    • 
    • GMK
    • June 6, 2013

50. Can a qualified US 401(k) Plan accept a rollover contribution from a Puero Rico 1165(a) Plan?

    By Guest erisamelissa, March 24, 2004
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • June 6, 2013