401(k) Plans

19,276 topics in this forum

1. Top Paid Election and ADP Test

   By cpc0506, March 5, 2013
   • 12 replies
   • 4.5k views
   • 
   • BG5150
   • March 7, 2013

2. Controlled Group - Participant balance transfer

   By sla, March 1, 2013
   • 1 reply
   • 1.7k views
   • 
   • MWeddell
   • March 7, 2013

3. Separate Record Keeping

   By Dougsbpc, March 6, 2013
   • 1 reply
   • 945 views
   • 
   • Bird
   • March 7, 2013

4. Beneficiary

   By Guest A_Dude, March 6, 2013   

   • Quick Question
   • 4 replies
   • 1.2k views
   • 
   • david rigby
   • March 6, 2013

5. Allocation of Corrective QNEC (missed deferrals)

   By 401QUE, November 15, 2012
   • 14 replies
   • 14.4k views
   • 
   • Guest
   • March 5, 2013

6. Can current participants be amended out of the plan

   By jkharvey, October 19, 2012
   • 8 replies
   • 2k views
   • 
   • ESOP Guy
   • March 5, 2013

7. Commissions paid later

   By Guest JPIngold, March 4, 2013
   • 1 reply
   • 1.1k views
   • 
   • rcline46
   • March 5, 2013

8. 401 kamounts

   By Guest Dan Shea, March 1, 2013
   • 3 replies
   • 971 views
   • 
   • Guest
   • March 4, 2013

9. eligibility question

   By cpc0506, February 26, 2013
   • 12 replies
   • 3.1k views
   • 
   • 12AX7
   • March 1, 2013

10. New Investment Options (DIAs) and 408b2 Fee Disclosure Timing

    By Guest jvajj, March 1, 2013   

    • Fee Disclosure
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 1, 2013

11. 1099-R on Roth 401k excess deferral

    By karl, March 1, 2013
    • 0 replies
    • 1.3k views
    • 
    • karl
    • March 1, 2013

12. Death of Participant and 401k Contribution

    By Dazednconfused, February 27, 2013
    • 5 replies
    • 11.5k views
    • 
    • masteff
    • February 27, 2013

13. surrender charges not restorative payment but ER contribution

    By pmacduff, September 2, 2011
    • 4 replies
    • 2.5k views
    • 
    • BG5150
    • February 27, 2013

14. Can You Defer NOW for 2012?

    By Guest Jay345, February 25, 2013
    • 8 replies
    • 1.5k views
    • 
    • rcline46
    • February 27, 2013

15. Can A 401k Plan Be Temporarily Frozen?

    By mming, February 26, 2013
    • 9 replies
    • 8.2k views
    • 
    • mming
    • February 26, 2013

16. Affliated Service Group

    By Chippy, February 26, 2013
    • 0 replies
    • 814 views
    • 
    • Chippy
    • February 26, 2013

17. out of plan Rewards for 401(k) deferrals?

    By chuTzPA, February 25, 2013
    • 4 replies
    • 1.2k views
    • 
    • chuTzPA
    • February 26, 2013

18. catchup for 2012

    By Monica Barnard, January 12, 2013
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 25, 2013

19. Attribution of biological child who is not legally recognized as the child

    By jkharvey, February 25, 2013
    • 1 reply
    • 958 views
    • 
    • rcline46
    • February 25, 2013

20. Average Benefits Test

    By CLE401kGuy, February 19, 2013
    • 13 replies
    • 4.9k views
    • 
    • chc93
    • February 25, 2013

21. Ineligible Employee defers during the plan year

    By JKW, February 13, 2013
    • 8 replies
    • 7.5k views
    • 
    • Kevin C
    • February 22, 2013

22. controlled groups and testing

    By Chippy, February 22, 2013
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • February 22, 2013

23. Illegal Alien Issue

    By Guest smhjr, February 21, 2013   

    • illegal alien
    • 4 replies
    • 15.1k views
    • 
    • masteff
    • February 22, 2013

24. HCE compensation clarity request...

    By Beltane, February 21, 2013
    • 3 replies
    • 1.5k views
    • 
    • movedon
    • February 22, 2013

25. Two participants with the same SSN

    By Guest TPA Guy, February 20, 2013
    • 6 replies
    • 2.2k views
    • 
    • Peter Gulia
    • February 22, 2013

26. Non-traditional source for contributions

    By TPApril, February 20, 2013
    • 11 replies
    • 1.3k views
    • 
    • ESOP Guy
    • February 21, 2013

27. Eligibility

    By cdavis25, February 21, 2013
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • February 21, 2013

28. Benefits, Rights, Features

    By justatester, February 21, 2013
    • 1 reply
    • 944 views
    • 
    • MWeddell
    • February 21, 2013

29. deminimis ADP correction???

    By DMcGovern, February 19, 2013
    • 8 replies
    • 2.5k views
    • 
    • DMcGovern
    • February 20, 2013

30. 410b issue in a controlled group?

    By AlbanyConsultant, February 16, 2013
    • 8 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 19, 2013

31. safe harbor calculation for dentis with self employment income

    By KevinMc, February 18, 2013
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • February 19, 2013

32. DC 415 limit with catch-up

    By drakecohen, February 17, 2013
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 18, 2013

33. Match Calculation

    By Rai401k, February 14, 2013
    • 7 replies
    • 1.3k views
    • 
    • BG5150
    • February 15, 2013

34. How does ObamaCare affect a 401(k) plan?

    By Peter Gulia, February 9, 2013
    • 16 replies
    • 6.5k views
    • 
    • jpod
    • February 15, 2013

35. Deferrals not stopped on terminated employee

    By JKW, February 13, 2013
    • 6 replies
    • 1.4k views
    • 
    • JKW
    • February 15, 2013

36. key employee

    By mehmgo, February 15, 2013
    • 1 reply
    • 950 views
    • 
    • Archimage
    • February 15, 2013

37. Improper Allocation of Discretionary Contribution

    By Guest johnpetrancosta, February 14, 2013
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 15, 2013

38. Eligibility

    By pmacduff, March 15, 2002
    • 13 replies
    • 3.5k views
    • 
    • Tom Poje
    • February 14, 2013

39. unbundled 403b vendors

    By gregburst, February 14, 2013
    • 0 replies
    • 857 views
    • 
    • gregburst
    • February 14, 2013

40. Safe Harbor 401k added to PSP

    By chris, February 11, 2013
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • February 14, 2013

41. Missed Deferral Opportunity?

    By 12AX7, February 12, 2013
    • 5 replies
    • 4.1k views
    • 
    • ETA Consulting LLC
    • February 13, 2013

42. Profit Sharing Contributions

    By Nassau, February 11, 2013
    • 1 reply
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 12, 2013

43. Profit Sharing Contributions - Deadline

    By Nassau, February 12, 2013
    • 0 replies
    • 804 views
    • 
    • Nassau
    • February 12, 2013

44. Profit Sharing Calculation

    By justatester, February 8, 2013
    • 11 replies
    • 3.2k views
    • 
    • justatester
    • February 11, 2013

45. W2 compensation

    By Guest ppapdx, February 11, 2013   

    • Payroll question
    • 3 replies
    • 3k views
    • 
    • david rigby
    • February 11, 2013

46. 401(k) Hardship Distributions

    By Guest marykd, February 9, 2013   

    • 401(k)
    • hardship distribution
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 11, 2013

47. correcting excess deferrals after April 15

    By K2retire, May 14, 2010
    • 7 replies
    • 3.9k views
    • 
    • 401 Chaos
    • February 11, 2013

48. Affiliated Service Group

    By Oh so SIMPLE, February 8, 2013
    • 2 replies
    • 1.1k views
    • 
    • Oh so SIMPLE
    • February 8, 2013

49. Restitution from an embezzler

    By Guest JPIngold, February 4, 2013
    • 7 replies
    • 3.7k views
    • 
    • Guest
    • February 8, 2013

50. Ineligible Ee

    By stevena, September 23, 2005
    • 2 replies
    • 1.4k views
    • 
    • Jim Chad
    • February 8, 2013