401(k) Plans

19,365 topics in this forum

1. Missed Safe Harbor contribution

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

2. Non-Electing Church 401(k) Testing

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

3. Merger of practices/plans

   By Guest jvajj, July 8, 2013   

   • Merging Practices and Plans
   • 0 replies
   • 1k views
   • 
   • Guest
   • July 8, 2013

4. Related or unrelated rollover

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

5. Improperly Excluded Employee in 401(k) Plan

   By PensionPro, July 3, 2013
   • 2 replies
   • 1k views
   • 
   • MoShawn
   • July 5, 2013

6. Effective Date for New Safe Harbor Plan

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

7. ERISA Recapture Accounts

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

8. VCP - participant culpability?

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

9. Forfeitures

   By cdavis25, June 27, 2013
   • 9 replies
   • 1.9k views
   • 
   • K2retire
   • July 2, 2013

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

    By heygents, June 26, 2013
    • 3 replies
    • 1.5k views
    • 
    • Kevin C
    • June 27, 2013

11. delay in implementing an amendment

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

12. Students in Co-op program

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

13. 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

14. 403(b) taking excess deferrals to prevent ADP failure

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

15. Safe Harbor NonElective contribution Employer Funding Deadline ?

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

16. Automatic Enrollment amendment

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

17. Self Directed 401K Plans

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

18. Prohibited Transaction

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

19. Spousal Consent

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

20. hardship withdrawals

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

21. Limit HCE's to 4% of pay

    By Jim Chad, June 19, 2013
    • 8 replies
    • 1.8k views
    • 
    • Tom Poje
    • June 20, 2013

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

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

23. RMD Scenario and Process Question

    By Guest mmaggs, June 19, 2013
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • June 19, 2013

24. defaulted loan due to rejection of payments

    By WCC, June 18, 2013
    • 3 replies
    • 984 views
    • 
    • BG5150
    • June 19, 2013

25. Springing Safe Harbor -- Amendment required each year?

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

26. Earnings Allocation

    By Guest boxerengine, June 16, 2013   

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

27. Plan Compensation definition and HSA

    By pmacduff, June 13, 2013
    • 11 replies
    • 9.2k views
    • 
    • pmacduff
    • June 14, 2013

28. match true-up

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

29. non-publicly traded stock

    By gregburst, June 13, 2013
    • 1 reply
    • 1.8k views
    • 
    • ESOP Guy
    • June 13, 2013

30. Terminate plan with "ponzi'd assets"

    By Guest JPIngold, June 13, 2013
    • 0 replies
    • 825 views
    • 
    • Guest
    • June 13, 2013

31. Distribution and "Buy Back". How is Roth Handled?

    By buckaroo, June 13, 2013
    • 3 replies
    • 1.1k views
    • 
    • 12AX7
    • June 13, 2013

32. Top Heavy Safe Harbor Non Elective Plan

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

33. Change plan comp- retroactive correction

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

34. Restating a MPP to a PSP

    By kwalified, December 5, 2012
    • 12 replies
    • 2.2k views
    • 
    • kwalified
    • June 12, 2013

35. RMD Rules

    By austin3515, June 11, 2013
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • June 11, 2013

36. Ownership change in dental office 401-k Plan

    By KevinMc, June 11, 2013
    • 2 replies
    • 1.3k views
    • 
    • ESOP Guy
    • June 11, 2013

37. illiquid asset

    By Scuba 401, June 4, 2013
    • 25 replies
    • 7.3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 7, 2013

38. From Safe Harbor to regular Match

    By cpc0506, June 5, 2013
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • June 7, 2013

39. 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

40. 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

41. Buried by custodian statements....

    By heygents, June 6, 2013
    • 3 replies
    • 1k views
    • 
    • heygents
    • June 6, 2013

42. Profit Sharing plan adding 401(k) Mid-Year

    By Tinman, June 6, 2013
    • 1 reply
    • 1.7k views
    • 
    • BG5150
    • June 6, 2013

43. Bonus Election (Each time or One Time?)

    By jmartin, June 6, 2013
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • June 6, 2013

44. Two Employees with Indential Names - Missed Deferrals

    By Guest SLBRB, June 6, 2013
    • 0 replies
    • 949 views
    • 
    • Guest
    • June 6, 2013

45. Change from participant directed acc't to trustee directed

    By pgold, June 5, 2013
    • 4 replies
    • 1.5k views
    • 
    • Jim Chad
    • June 6, 2013

46. Rural Cooperatives

    By oldman, June 4, 2013
    • 3 replies
    • 1.9k views
    • 
    • PensionPro
    • June 5, 2013

47. Different Match Formulas

    By Logan401, June 4, 2013
    • 2 replies
    • 1.3k views
    • 
    • Logan401
    • June 4, 2013

48. Amendment Checklist

    By austin3515, June 3, 2013
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • June 4, 2013

49. Insurance Contracts / Trust Exemption

    By austin3515, April 26, 2013
    • 6 replies
    • 1.4k views
    • 
    • austin3515
    • June 3, 2013

50. Rollover/Transfer of 401K Funds

    By Guest John P., May 29, 2013   

    • 401K rollovers
    • direct 401k transfers
    • (and 1 more)

      Tagged with:

      • 401K rollovers
      • direct 401k transfers
      • IRS rollover documentation
    • 7 replies
    • 5.3k views
    • 
    • Appleby
    • June 3, 2013