401(k) Plans

19,299 topics in this forum

1. safe harbor excluded groups

   By WCC, May 20, 2013   

   • first year not an HCE
   • 3 replies
   • 1.5k views
   • 
   • WCC
   • May 20, 2013

2. hardship for medical expenses

   By 52626, May 17, 2013
   • 3 replies
   • 1.2k views
   • 
   • QDROphile
   • May 17, 2013

3. 2 unrelated questions

   By CJS07, May 16, 2013   

   • Loan Receivables and 5 yr bre
   • 2 replies
   • 1.4k views
   • 
   • Bird
   • May 17, 2013

4. SH Match, Top Heavy, Integrated PS

   By ogilviesann, May 15, 2013
   • 7 replies
   • 1.6k views
   • 
   • BG5150
   • May 17, 2013

5. 8955 SSA may be entitled to a benefit

   By WCC, May 16, 2013   

   • who has to prove it?
   • 5 replies
   • 1.3k views
   • 
   • WCC
   • May 16, 2013

6. Standard Late Deposit of Salary Deferrals Question

   By rblum50, May 15, 2013
   • 7 replies
   • 5.2k views
   • 
   • MoShawn
   • May 16, 2013

7. definition of comp for safe harbor match

   By cpc0506, March 27, 2013
   • 5 replies
   • 2.1k views
   • 
   • K2retire
   • May 16, 2013

8. Safe Harbor Nonelective Plan

   By 12AX7, July 11, 2012
   • 6 replies
   • 2.9k views
   • 
   • LANDO
   • May 15, 2013

9. 414s Testing

   By justatester, January 31, 2013
   • 14 replies
   • 5.3k views
   • 
   • Tom Poje
   • May 15, 2013

10. US & Puerto Rico plans

    By Guest ppapdx, May 15, 2013
    • 0 replies
    • 768 views
    • 
    • Guest
    • May 15, 2013

11. Age 62 / Hardship Distribution / Safe Harbor Money

    By austin3515, May 14, 2013
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • May 14, 2013

12. Related or unrelated rollover

    By cpc0506, May 7, 2013
    • 14 replies
    • 5.3k views
    • 
    • Bill Presson
    • May 14, 2013

13. Original 401k adoption agreement from 2001 signed but not dated

    By Guest usafa89, April 19, 2013   

    • IRS audit cap
    • 7 replies
    • 3k views
    • 
    • Guest
    • May 13, 2013

14. Controlled Group - 1st year after transition period

    By JBones, May 13, 2013
    • 0 replies
    • 1.2k views
    • 
    • JBones
    • May 13, 2013

15. 402(g) violation and related match contribution

    By buckaroo, January 24, 2012
    • 2 replies
    • 3.7k views
    • 
    • PLAN MAN
    • May 10, 2013

16. Safe Harbor Match with dollar certain contribution

    By legort69, April 19, 2013   

    • safe harbor dollar certain
    • 12 replies
    • 2.2k views
    • 
    • GMK
    • May 10, 2013

17. BRF testing when a Merger Happens

    By justatester, May 9, 2013
    • 0 replies
    • 1k views
    • 
    • justatester
    • May 9, 2013

18. Roth Safe Harbor Plan

    By RLTGroup, May 6, 2013   

    • Roth
    • Safe Harbor
    • (and 1 more)

      Tagged with:

      • Roth
      • Safe Harbor
      • Post Tax
    • 6 replies
    • 2.2k views
    • 
    • RLTGroup
    • May 8, 2013

19. Minimum Deferral Percentage

    By justatester, May 6, 2013
    • 6 replies
    • 1.8k views
    • 
    • Doghouse
    • May 7, 2013

20. Self Directed Account

    By PFranckowiak, May 7, 2013
    • 5 replies
    • 1.3k views
    • 
    • PFranckowiak
    • May 7, 2013

21. Safe Harbor Plan and Controlled Group

    By cpc0506, May 7, 2013
    • 0 replies
    • 1.1k views
    • 
    • cpc0506
    • May 7, 2013

22. ACA Notification

    By Guest Hgreer, May 6, 2013   

    • Automatic
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 6, 2013

23. top heavy testing on a first year plan

    By Guest Susan M., May 3, 2013
    • 2 replies
    • 2.5k views
    • 
    • Tom Poje
    • May 6, 2013

24. Plan operation

    By Guest flpensionguy, May 1, 2013
    • 2 replies
    • 1k views
    • 
    • david rigby
    • May 2, 2013

25. Investment Advice for Free 55 and older - discriminatory?

    By Benefits to all, April 30, 2013
    • 5 replies
    • 1.2k views
    • 
    • Belgarath
    • May 1, 2013

26. Allocation Conditions in SH 401(k) Plan

    By MarZDoates, April 30, 2013
    • 4 replies
    • 2.3k views
    • 
    • MarZDoates
    • May 1, 2013

27. Missed RMDs for numerous years

    By cpc0506, November 5, 2012
    • 6 replies
    • 1.9k views
    • 
    • jpod
    • April 26, 2013

28. EPCRS correction

    By Guest JPIngold, April 25, 2013
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 26, 2013

29. IRS Reg for Lump Sum Eligibility Relating to Div Pass Through

    By Guest simma7, April 25, 2013   

    • 401k
    • Dividends
    • (and 2 more)

      Tagged with:

      • 401k
      • Dividends
      • NUA
      • LUMP SUM
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 25, 2013

30. Safe Harbor Match Calculation

    By 52626, April 23, 2013
    • 5 replies
    • 3.4k views
    • 
    • K2retire
    • April 25, 2013

31. Emailing new SPD

    By austin3515, April 16, 2013
    • 19 replies
    • 2k views
    • 
    • austin3515
    • April 25, 2013

32. 401k Plan under same Insurance Contract as 403b

    By austin3515, April 23, 2013
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • April 25, 2013

33. Blackout Notice - Failure to Provide to Some Participants

    By LRC, April 23, 2013
    • 0 replies
    • 1.5k views
    • 
    • LRC
    • April 23, 2013

34. Automatic Rollover IRA - Set-up Fee

    By J. Bringhurst, April 17, 2013
    • 8 replies
    • 1.6k views
    • 
    • J. Bringhurst
    • April 23, 2013

35. Below market rate of interest - Plan Loans

    By J. Bringhurst, April 23, 2013
    • 0 replies
    • 1.4k views
    • 
    • J. Bringhurst
    • April 23, 2013

36. loan payments after termination - loan policy does not allow it

    By WCC, April 22, 2013
    • 0 replies
    • 1.1k views
    • 
    • WCC
    • April 22, 2013

37. removing J&S from plan

    By cpc0506, April 22, 2013
    • 1 reply
    • 4k views
    • 
    • Tom Poje
    • April 22, 2013

38. Top-Heavy Plan

    By ac, March 7, 2013
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • April 22, 2013

39. May an employer use forfeitures to reduce 401(k) contributions?

    By Peter Gulia, April 5, 2013
    • 10 replies
    • 15.6k views
    • 
    • QDROphile
    • April 19, 2013

40. Davis Bacon Plan/401(k) Plan

    By MarZDoates, April 16, 2013
    • 4 replies
    • 2.7k views
    • 
    • 12AX7
    • April 19, 2013

41. 402(g) vs 415 Excess-Which is first?

    By justatester, April 18, 2013
    • 3 replies
    • 3.2k views
    • 
    • QDROphile
    • April 18, 2013

42. surrender charges paid by employer

    By Guest isg2013, April 18, 2013
    • 9 replies
    • 1.8k views
    • 
    • Kevin C
    • April 18, 2013

43. Rollover voluntary after tax to Roth?

    By Jim Chad, April 18, 2013
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • April 18, 2013

44. Merging Plans

    By Logan401, April 16, 2013
    • 9 replies
    • 1.6k views
    • 
    • rcline46
    • April 18, 2013

45. Life Insurance Premiums - Outside Assets

    By Gruegen, April 16, 2013
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • April 18, 2013

46. Stock Sale - Successor Plan?

    By jmartin, April 17, 2013
    • 2 replies
    • 1.8k views
    • 
    • Bill Presson
    • April 17, 2013

47. Partnership compensation

    By Nassau, April 16, 2013
    • 2 replies
    • 969 views
    • 
    • 12AX7
    • April 16, 2013

48. controlled group question

    By cpc0506, April 15, 2013
    • 4 replies
    • 962 views
    • 
    • 12AX7
    • April 16, 2013

49. Cutback?

    By ERISA25, April 15, 2013
    • 1 reply
    • 990 views
    • 
    • ETA Consulting LLC
    • April 16, 2013

50. Sar Sep

    By Guest Susan M., April 15, 2013
    • 3 replies
    • 1.1k views
    • 
    • Flyboyjohn
    • April 15, 2013