401(k) Plans

19,321 topics in this forum

1. Off Calendar Plans

   By justatester, January 28, 2013   

   • Calendar vs Plan Year
   • 8 replies
   • 3.7k views
   • 
   • ETA Consulting LLC
   • January 29, 2013

2. Self-Correction

   By Belgarath, January 28, 2013   

   • Catch-up eligible
   • 3 replies
   • 1.4k views
   • 
   • ETA Consulting LLC
   • January 28, 2013

3. Custodian policies on transferring assets

   By MSN, January 25, 2013
   • 2 replies
   • 989 views
   • 
   • ETA Consulting LLC
   • January 28, 2013

4. "Advanced" plan consulting (seminars / training resources?)

   By 401QUE, January 24, 2013
   • 4 replies
   • 1.4k views
   • 
   • 401QUE
   • January 25, 2013

5. Short Plan year - catch up?

   By PFranckowiak, January 24, 2013
   • 5 replies
   • 1.8k views
   • 
   • PFranckowiak
   • January 24, 2013

6. Short plan year vesting

   By pmacduff, January 24, 2013
   • 1 reply
   • 2.1k views
   • 
   • ETA Consulting LLC
   • January 24, 2013

7. In-plan Roth TRANSFERS

   By Guest Mo', January 24, 2013   

   • Roth Transfers 1099-R 2013
   • 0 replies
   • 1k views
   • 
   • Guest
   • January 24, 2013

8. Form 5330

   By CLE401kGuy, January 24, 2013
   • 1 reply
   • 1.1k views
   • 
   • ESOP Guy
   • January 25, 2013

9. Average Benefits Test

   By Guest guest809, January 24, 2013   

   • ABTABPT
   • coverage test
   • (and 3 more)

     Tagged with:

     • ABTABPT
     • coverage test
     • controlled group
     • merger
     • M/A
   • 1 reply
   • 2.7k views
   • 
   • ETA Consulting LLC
   • January 24, 2013

10. HCE Determination - "Compensation" for Rehired Employee

    By Übernerd, January 23, 2013   

    • Nondiscrimination
    • compensation
    • (and 1 more)

      Tagged with:

      • Nondiscrimination
      • compensation
      • HCE
    • 5 replies
    • 3.2k views
    • 
    • Übernerd
    • January 24, 2013

11. Compensation and Safe Harbor Match

    By Susan S., January 23, 2013
    • 4 replies
    • 2.1k views
    • 
    • Susan S.
    • January 24, 2013

12. Amend SH Plan When Maybe Notice Issued

    By Rob P, January 22, 2013
    • 0 replies
    • 1.1k views
    • 
    • Rob P
    • January 22, 2013

13. Puerto Rico Plans & Benefits, Rights & Features Testing

    By RRB, January 22, 2013
    • 0 replies
    • 1.1k views
    • 
    • RRB
    • January 22, 2013

14. ADP Refund options

    By 401king, January 22, 2013
    • 1 reply
    • 867 views
    • 
    • BG5150
    • January 22, 2013

15. eligibility for a rehired employee

    By EBDI, January 22, 2013
    • 4 replies
    • 3.1k views
    • 
    • EBDI
    • January 24, 2013

16. State Levy on 401(k) Account?

    By CJS07, January 21, 2013   

    • State of Massachusetts
    • 4 replies
    • 3.6k views
    • 
    • Mike Preston
    • January 21, 2013

17. Limitations On Allocation Rates

    By austin3515, January 18, 2013
    • 9 replies
    • 1.6k views
    • 
    • austin3515
    • January 22, 2013

18. Is some of the interest on deemed loan taxable when account is all paid out?

    By Jim Chad, January 18, 2013
    • 3 replies
    • 986 views
    • 
    • BG5150
    • January 18, 2013

19. Insurance in Plan

    By cpc0506, January 18, 2013
    • 13 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • January 23, 2013

20. LLC deferrals into a 401(k)

    By Lori H, January 17, 2013   

    • deposits by members
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • January 23, 2013

21. De Minimis Corrections for Late Deferral/Loan Repayments

    By LANDO, January 16, 2013
    • 13 replies
    • 3.5k views
    • 
    • LANDO
    • January 24, 2013

22. plan compensation

    By mehmgo, January 15, 2013
    • 6 replies
    • 2.9k views
    • 
    • Kevin C
    • January 18, 2013

23. Simultaneous Loan & Hardship

    By Guest Hunter401k, January 15, 2013
    • 7 replies
    • 2.1k views
    • 
    • K2retire
    • January 16, 2013

24. service provider disclosure (notice of changes)

    By k man, January 14, 2013
    • 0 replies
    • 829 views
    • 
    • k man
    • January 14, 2013

25. 404a5 notice for loans

    By cpc0506, January 14, 2013
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • January 14, 2013

26. S-Corp Shareholder Compensation

    By ac, January 14, 2013
    • 8 replies
    • 12.8k views
    • 
    • ERISAGal
    • February 24, 2021

27. Forfeiture account and expense

    By retbenser, January 13, 2013
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 13, 2013

28. catchup for 2012

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

29. 401k death distribution, life insurance, RMD & 1099r

    By SusanKD, January 11, 2013
    • 2 replies
    • 3.4k views
    • 
    • mbozek
    • January 12, 2013

30. Controlled Group

    By Guest JanB, January 11, 2013
    • 2 replies
    • 1k views
    • 
    • MoJo
    • January 11, 2013

31. Elective Deferral Paid By Employee Ok?

    By Guest new401kplan, January 10, 2013   

    • elective deferral
    • contirbution
    • (and 1 more)

      Tagged with:

      • elective deferral
      • contirbution
      • retroactive
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 10, 2013

32. In-Plan Roth Rollover and Withholding

    By Rich L. Mayer, January 10, 2013
    • 4 replies
    • 1.9k views
    • 
    • MoJo
    • January 10, 2013

33. 415 and other limits

    By Guest Tesla, January 10, 2013
    • 8 replies
    • 2.7k views
    • 
    • BG5150
    • January 11, 2013

34. Would they be an employee of not?

    By Guest A_Dude, January 9, 2013   

    • Ownership/Employee
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • November 5, 2013

35. Pro Rata QNEC and Bottom Up QNEC

    By austin3515, January 9, 2013
    • 6 replies
    • 3.7k views
    • 
    • MoShawn
    • January 11, 2013

36. 401k Loan versus ROTH 401k Loans

    By Guest Firehawk734, January 8, 2013   

    • 401k
    • 401k loan
    • (and 1 more)

      Tagged with:

      • 401k
      • 401k loan
      • roth 401k loan
    • 15 replies
    • 37.4k views
    • 
    • Guest
    • July 10, 2013

37. Eligibility

    By Guest andmik, January 8, 2013
    • 7 replies
    • 1.6k views
    • 
    • rcline46
    • January 11, 2013

38. controlled group testing

    By K2retire, January 8, 2013
    • 4 replies
    • 2.2k views
    • 
    • ETA Consulting LLC
    • January 9, 2013

39. Pre-Entry Date Compensation

    By Nassau, January 4, 2013   

    • Safe Harbor Contributions
    • 1 reply
    • 4.7k views
    • 
    • Jim Chad
    • January 5, 2013

40. Employer Stock

    By cs771, January 4, 2013
    • 6 replies
    • 2.4k views
    • 
    • cs771
    • January 4, 2013

41. 408(b)(2) Fee Disclosure

    By rcline46, January 4, 2013
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 6, 2013

42. Non-direct RothK rollin

    By Jed Macy, January 4, 2013
    • 2 replies
    • 1.2k views
    • 
    • Jed Macy
    • January 4, 2013

43. fiscal cliff legislation and roth 401k

    By tertue, January 4, 2013
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • January 4, 2013

44. Hardship - Medical?

    By austin3515, January 3, 2013
    • 3 replies
    • 1k views
    • 
    • austin3515
    • January 3, 2013

45. Qualifed Match ADP Test

    By jmartin, January 3, 2013
    • 2 replies
    • 1k views
    • 
    • MWeddell
    • January 3, 2013

46. Determination Letter Cycles

    By ERISA25, January 2, 2013
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • January 3, 2013

47. Safe Harbor Match and Top Heavy Minimum

    By Chippy, January 2, 2013
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • January 2, 2013

48. Outstanding loans and deferrals

    By tertue, January 2, 2013
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 2, 2013

49. company dissolving and status of 401k

    By tertue, January 2, 2013
    • 1 reply
    • 3k views
    • 
    • ETA Consulting LLC
    • January 2, 2013

50. Safe Harbor Plan and calculation of match

    By 30Rock, January 2, 2013
    • 2 replies
    • 1.5k views
    • 
    • 30Rock
    • January 15, 2013