401(k) Plans

19,451 topics in this forum

1. 403(b) taking excess deferrals to prevent ADP failure

   By 401_4_ever, June 26, 2013
   • 3 replies
   • 1k views
   • 
   • PensionPro
   • June 26, 2013

2. Safe Harbor NonElective contribution Employer Funding Deadline ?

   By Francis, June 16, 2010
   • 4 replies
   • 5.1k views
   • 
   • Scuba 401
   • June 26, 2013

3. Automatic Enrollment amendment

   By Lori H, June 24, 2013
   • 1 reply
   • 1.3k views
   • 
   • BG5150
   • June 24, 2013

4. Self Directed 401K Plans

   By Guest will, June 7, 2013
   • 5 replies
   • 1.7k views
   • 
   • K2retire
   • June 21, 2013

5. Prohibited Transaction

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

6. Spousal Consent

   By Guest Chuck118, June 17, 2013
   • 9 replies
   • 2.5k views
   • 
   • masteff
   • June 21, 2013

7. hardship withdrawals

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

8. Limit HCE's to 4% of pay

   By Jim Chad, June 19, 2013
   • 8 replies
   • 1.9k views
   • 
   • Tom Poje
   • June 20, 2013

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

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

10. RMD Scenario and Process Question

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

11. defaulted loan due to rejection of payments

    By WCC, June 18, 2013
    • 3 replies
    • 1k views
    • 
    • BG5150
    • June 19, 2013

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

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

13. Earnings Allocation

    By Guest boxerengine, June 16, 2013   

    • Earnings Allocation
    • 2 replies
    • 3.3k views
    • 
    • Bird
    • June 17, 2013

14. Plan Compensation definition and HSA

    By pmacduff, June 13, 2013
    • 11 replies
    • 9.7k views
    • 
    • pmacduff
    • June 14, 2013

15. match true-up

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

16. non-publicly traded stock

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

17. Terminate plan with "ponzi'd assets"

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

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

    By buckaroo, June 13, 2013
    • 3 replies
    • 1.2k views
    • 
    • 12AX7
    • June 13, 2013

19. Top Heavy Safe Harbor Non Elective Plan

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

20. Change plan comp- retroactive correction

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

21. Restating a MPP to a PSP

    By kwalified, December 5, 2012
    • 12 replies
    • 2.4k views
    • 
    • kwalified
    • June 12, 2013

22. RMD Rules

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

23. Ownership change in dental office 401-k Plan

    By KevinMc, June 11, 2013
    • 2 replies
    • 1.4k views
    • 
    • ESOP Guy
    • June 11, 2013

24. illiquid asset

    By Scuba 401, June 4, 2013
    • 25 replies
    • 7.8k views
    • 
    • John Feldt ERPA CPC QPA
    • June 7, 2013

25. From Safe Harbor to regular Match

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

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

    By Guest Spock, June 6, 2013   

    • Hardship w/d impact on comp
    • 6 replies
    • 1.3k views
    • 
    • GMK
    • June 6, 2013

27. 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
    • 2.9k views
    • 
    • Guest
    • June 6, 2013

28. Buried by custodian statements....

    By heygents, June 6, 2013
    • 3 replies
    • 1.1k views
    • 
    • heygents
    • June 6, 2013

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

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

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

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

31. Two Employees with Indential Names - Missed Deferrals

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

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

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

33. Rural Cooperatives

    By oldman, June 4, 2013
    • 3 replies
    • 2k views
    • 
    • PensionPro
    • June 5, 2013

34. Different Match Formulas

    By Logan401, June 4, 2013
    • 2 replies
    • 1.4k views
    • 
    • Logan401
    • June 4, 2013

35. Amendment Checklist

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

36. Insurance Contracts / Trust Exemption

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

37. 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
    • 5.9k views
    • 
    • Appleby
    • June 3, 2013

38. Commercial Real Estate question

    By SteveH, May 31, 2013
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • May 31, 2013

39. 401(k) and ESOP

    By AJ North, May 29, 2013
    • 2 replies
    • 1.1k views
    • 
    • AJ North
    • May 30, 2013

40. LLC (taxed as Partnership) and 401(k) Deferral

    By retbenser, May 30, 2013
    • 2 replies
    • 1.6k views
    • 
    • 12AX7
    • May 30, 2013

41. USERRA

    By Nassau, May 29, 2013   

    • Profit Sharing Contributions
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • May 29, 2013

42. IRS Targeting of 5300 Filings?

    By Blackbirch, May 29, 2013   

    • Determination Letter 5300 IRS
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 29, 2013

43. Deferral & SH Match on comp. over $255k

    By Guest Achilles, May 28, 2013
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • May 29, 2013

44. Fund Change Notices and other heahaches

    By 52626, May 24, 2013
    • 1 reply
    • 2.3k views
    • 
    • Bill Presson
    • May 26, 2013

45. Participant Loan Corrections - EPCRS

    By austin3515, May 24, 2013
    • 5 replies
    • 2.4k views
    • 
    • masteff
    • May 24, 2013

46. Plan Eligibility

    By Nassau, May 22, 2013
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • May 23, 2013

47. Eligibility

    By cdavis25, May 17, 2013
    • 3 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 22, 2013

48. Start Up - C Corp.

    By Guest RJM26, May 21, 2013
    • 2 replies
    • 944 views
    • 
    • Guest
    • May 22, 2013

49. Plan Eligibility

    By Nassau, May 22, 2013
    • 2 replies
    • 1k views
    • 
    • Tom Poje
    • May 22, 2013

50. Lost Earnings & VFCP

    By sam2012, May 22, 2013   

    • Lost Earnings
    • VFCP
    • (and 3 more)

      Tagged with:

      • Lost Earnings
      • VFCP
      • 5500
      • 5330
      • DOL
    • 0 replies
    • 2.6k views
    • 
    • sam2012
    • May 22, 2013