401(k) Plans

19,320 topics in this forum

1. Hardship withdrawals - non-safe harbor definition

   By Belgarath, August 12, 2013   

   • amending plan
   • 7 replies
   • 5.2k views
   • 
   • Belgarath
   • August 13, 2013

2. excluding terms invested in insurance contracts

   By austin3515, August 9, 2013
   • 0 replies
   • 953 views
   • 
   • austin3515
   • August 9, 2013

3. Hardship/deferrals were not stopped

   By WCC, August 8, 2013   

   • amend the W2?
   • 2 replies
   • 860 views
   • 
   • masteff
   • August 9, 2013

4. Fidelity Bond

   By 401_noob, August 9, 2013
   • 1 reply
   • 1.3k views
   • 
   • PensionPro
   • August 9, 2013

5. Failed testing

   By Guest LSULLIVAN, July 31, 2007
   • 13 replies
   • 3.1k views
   • 
   • PensionPro
   • August 8, 2013

6. safe harbor match 401(k)

   By Gudgergirl, August 7, 2013
   • 13 replies
   • 2k views
   • 
   • John Feldt ERPA CPC QPA
   • August 8, 2013

7. Ineligible deferrals, not corrected

   By emmetttrudy, July 26, 2013
   • 6 replies
   • 1.4k views
   • 
   • emmetttrudy
   • August 8, 2013

8. HCE determination

   By Guest ppapdx, August 7, 2013   

   • Top paid 20%
   • 3 replies
   • 2.5k views
   • 
   • Guest
   • August 7, 2013

9. Partnership Tax Deductibilty of Contributions / Deposit Timing

   By CLE401kGuy, August 6, 2013
   • 0 replies
   • 1.2k views
   • 
   • CLE401kGuy
   • August 6, 2013

10. Forced Distribution Options

    By Guest Jules1, August 4, 2013
    • 10 replies
    • 8.6k views
    • 
    • cdavis25
    • August 6, 2013

11. John Hancock platform Sch D question

    By ESOP Guy, August 5, 2013
    • 2 replies
    • 1.4k views
    • 
    • ESOP Guy
    • August 6, 2013

12. BRF correction?

    By Tinman, July 29, 2013
    • 2 replies
    • 1k views
    • 
    • Tinman
    • August 6, 2013

13. Disproportionate Safe Harbor Match

    By Blackbirch, July 29, 2013   

    • Safe Harbor
    • Match
    • (and 2 more)

      Tagged with:

      • Safe Harbor
      • Match
      • Disproportionate Match
      • Safe Harbor Match
    • 7 replies
    • 4.2k views
    • 
    • masteff
    • August 5, 2013

14. Principal Reduction - Participant Loan

    By austin3515, July 31, 2013
    • 13 replies
    • 3k views
    • 
    • austin3515
    • August 5, 2013

15. Disability Benefits - 401(k) Deferrals

    By MGOAdmin, August 5, 2013   

    • Disability
    • Deferral
    • 2 replies
    • 1.6k views
    • 
    • BG5150
    • August 5, 2013

16. what 'value' to you use when you have an annuity contract

    By cpc0506, August 2, 2013
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • August 2, 2013

17. Changing Entry Dates

    By IRA, August 2, 2013
    • 6 replies
    • 1.8k views
    • 
    • austin3515
    • August 2, 2013

18. Short Plan Year - CRoss-Testing

    By austin3515, August 2, 2013
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • August 2, 2013

19. Rollover of foreign pension money

    By cpc0506, August 1, 2013
    • 2 replies
    • 1.7k views
    • 
    • PensionPro
    • August 1, 2013

20. Profit sharing wants to add end-of-year employment rule

    By CharlesLeggette, July 31, 2013
    • 7 replies
    • 2.4k views
    • 
    • 12AX7
    • August 1, 2013

21. Employee rehired after plan started

    By 401king, July 31, 2013
    • 6 replies
    • 1.6k views
    • 
    • 12AX7
    • August 1, 2013

22. QSLOB - coverage testing

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

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

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

24. Multiemployer 401(k) Plan

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

25. service provider audit

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

26. Safe Harbor and laid-off employee

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

27. 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

28. Profit Sharing Plan termination

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

29. Loan Policy and Document Restatement

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

30. Break in Service Vesting

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

31. 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

32. 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

33. Merging 401(k) Plan

    By 52626, July 25, 2013   

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

34. Family Attribution w/ Trust - Adult Son

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

35. Demutualization Proceeds

    By Atila, July 24, 2013
    • 5 replies
    • 1.2k views
    • 
    • BG5150
    • July 25, 2013

36. Form 18? Profit Sharing Contribution

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

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

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

38. Fee disclosure extension

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

39. 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

40. Incorrect ADP refund

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

41. Salaried & Equivalency for Hours

    By Craig Schiller, July 16, 2013   

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

42. participant mistakenly elected to defer too much

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

43. Is an SMM required

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

44. 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

45. Missed match deposit

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

46. Defaulted Loans

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

47. Post severance comp & hours

    By Craig Schiller, July 12, 2013   

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

48. Who Purchases ERISA Bond?

    By Guest BenefitsAnnie, July 17, 2013
    • 11 replies
    • 1.8k views
    • 
    • QDROphile
    • July 17, 2013

49. Who can be a Trustee

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

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

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