401(k) Plans

19,337 topics in this forum

1. HCE Determination Non-Union to Union Transfer

   By jgb44, August 22, 2013   

   • Union Transfer HCE
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • August 23, 2013

2. Eligible to Non Eligible Class

   By Lori H, April 4, 2012
   • 10 replies
   • 3.6k views
   • 
   • ESOP Guy
   • August 23, 2013

3. Pre 59 1/2 in-service withdrawals from profit sharing plan

   By Guest JER57, August 22, 2013
   • 8 replies
   • 9.6k views
   • 
   • Kevin C
   • August 23, 2013

4. Excluding HCE after becomming a participant

   By 52626, August 21, 2013
   • 13 replies
   • 1.7k views
   • 
   • BG5150
   • August 21, 2013

5. Alternative DC and Plan Acquisition

   By Guest Pippy, August 21, 2013   

   • Plan Termination
   • Acquisition
   • 3 replies
   • 1.9k views
   • 
   • jpod
   • August 21, 2013

6. Prohited Transaction through Common Ownership

   By austin3515, August 20, 2013
   • 10 replies
   • 1.2k views
   • 
   • Peter Gulia
   • August 21, 2013

7. QPSA Notice

   By ERISA25, August 19, 2013
   • 1 reply
   • 1.3k views
   • 
   • Bird
   • August 20, 2013

8. Hardship Distribution and DIVORCE

   By 52626, August 19, 2013
   • 4 replies
   • 1.6k views
   • 
   • QDROphile
   • August 19, 2013

9. Roth deferrals incorrectly put in pre-tax source

   By Dan, August 19, 2013
   • 2 replies
   • 1.2k views
   • 
   • masteff
   • August 19, 2013

10. Controlled group 401(k) first plan year as large plan

    By kwalified, August 13, 2013   

    • NQDC as an option?
    • 5 replies
    • 1k views
    • 
    • kwalified
    • August 19, 2013

11. RMD's before tax and after tax

    By Guest ragsplace, August 9, 2013
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • August 19, 2013

12. HR 10 / Keogh plan

    By Guest ppapdx, August 15, 2013
    • 1 reply
    • 2k views
    • 
    • masteff
    • August 15, 2013

13. Sole Proprietor, HCEs and Attribution

    By imchipbrown, August 15, 2013
    • 4 replies
    • 1.5k views
    • 
    • imchipbrown
    • August 15, 2013

14. top paid group/top heavy

    By Chippy, August 14, 2013
    • 8 replies
    • 2.8k views
    • 
    • masteff
    • August 15, 2013

15. End of year employer Contribution and reporting on following year's 5500

    By legort69, August 15, 2013   

    • employer contribution
    • deduction
    • (and 1 more)

      Tagged with:

      • employer contribution
      • deduction
      • timing
    • 0 replies
    • 1.4k views
    • 
    • legort69
    • August 15, 2013

16. ADP/ACP excess employer excise tax calculation

    By RRB, April 11, 2011
    • 8 replies
    • 4.3k views
    • 
    • Guest
    • August 14, 2013

17. 2011 Contribution was forgotten

    By Jim Chad, August 12, 2013
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • August 13, 2013

18. Hardship withdrawals - non-safe harbor definition

    By Belgarath, August 12, 2013   

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

19. excluding terms invested in insurance contracts

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

20. Hardship/deferrals were not stopped

    By WCC, August 8, 2013   

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

21. Fidelity Bond

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

22. Failed testing

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

23. safe harbor match 401(k)

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

24. Ineligible deferrals, not corrected

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

25. HCE determination

    By Guest ppapdx, August 7, 2013   

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

26. Partnership Tax Deductibilty of Contributions / Deposit Timing

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

27. Forced Distribution Options

    By Guest Jules1, August 4, 2013
    • 10 replies
    • 8.7k views
    • 
    • cdavis25
    • August 6, 2013

28. John Hancock platform Sch D question

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

29. BRF correction?

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

30. 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
    • 4.3k views
    • 
    • masteff
    • August 5, 2013

31. Principal Reduction - Participant Loan

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

32. Disability Benefits - 401(k) Deferrals

    By MGOAdmin, August 5, 2013   

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

33. 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

34. Changing Entry Dates

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

35. Short Plan Year - CRoss-Testing

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

36. Rollover of foreign pension money

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

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

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

38. Employee rehired after plan started

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

39. QSLOB - coverage testing

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

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

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

41. Multiemployer 401(k) Plan

    By luissaha, July 29, 2013
    • 2 replies
    • 1.5k views
    • 
    • masteff
    • July 30, 2013

42. service provider audit

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

43. Safe Harbor and laid-off employee

    By Guest etalia, July 29, 2013
    • 7 replies
    • 2.6k views
    • 
    • masteff
    • July 30, 2013

44. 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

45. Profit Sharing Plan termination

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

46. Loan Policy and Document Restatement

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

47. Break in Service Vesting

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

48. 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

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

    By cdavis25, July 23, 2013
    • 12 replies
    • 4.8k views
    • 
    • Bird
    • July 26, 2013

50. Merging 401(k) Plan

    By 52626, July 25, 2013   

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