401(k) Plans

19,275 topics in this forum

1. EPCRS

   By austin3515, February 7, 2013
   • 1 reply
   • 883 views
   • 
   • ETA Consulting LLC
   • February 7, 2013

2. offering hedge funds in a 401k

   By Guest xerty, June 8, 2008
   • 8 replies
   • 4.8k views
   • 
   • austin3515
   • February 6, 2013

3. 415 limits and off plan years

   By Guest ppapdx, February 5, 2013
   • 3 replies
   • 1.4k views
   • 
   • Mike Preston
   • February 6, 2013

4. Short Plan Year

   By cdavis25, February 5, 2013
   • 1 reply
   • 795 views
   • 
   • rcline46
   • February 5, 2013

5. Small Accounts-Distribution Fees

   By Randy Watson, February 4, 2013
   • 4 replies
   • 1.2k views
   • 
   • Belgarath
   • February 5, 2013

6. new company, same 401k

   By tertue, February 3, 2013
   • 5 replies
   • 1.4k views
   • 
   • 12AX7
   • February 5, 2013

7. Pro-Rata Allocation and Gateway Test

   By emmetttrudy, January 30, 2013
   • 32 replies
   • 9.7k views
   • 
   • chc93
   • February 4, 2013

8. Catch-up Rechartization after Failed ADP

   By Guest A_Dude, February 1, 2013   

   • Nondiscimination Testing
   • 10 replies
   • 6.2k views
   • 
   • K2retire
   • February 4, 2013

9. New Plan Year to add Safe Harbor

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

10. delayed start of ACA

    By cpc0506, February 1, 2013
    • 4 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • February 1, 2013

11. Vesting and Rehires

    By AJ North, January 31, 2013
    • 3 replies
    • 4.8k views
    • 
    • AJ North
    • February 1, 2013

12. safe harbor maybe

    By cpc0506, January 31, 2013
    • 5 replies
    • 2.8k views
    • 
    • Kevin C
    • January 31, 2013

13. Plan Compensation and HSA premiums

    By Dougsbpc, January 29, 2013
    • 9 replies
    • 6.7k views
    • 
    • QDROphile
    • January 31, 2013

14. Loan payments for termed ee's

    By WCC, January 30, 2013
    • 15 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 31, 2013

15. Independent Contractor

    By ERISA25, January 30, 2013
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • January 30, 2013

16. Testing in Non Profit 401(k) Plan

    By Guest Jay345, January 30, 2013
    • 2 replies
    • 924 views
    • 
    • Guest
    • January 30, 2013

17. Affiliated Service Group A-Org Group?

    By Guest mary99, January 29, 2013   

    • Affiliated Service Group
    • Controlled Group
    • (and 2 more)

      Tagged with:

      • Affiliated Service Group
      • Controlled Group
      • A-Org
      • Compensation
    • 3 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • January 30, 2013

18. No beneficiary

    By Guest Hgreer, January 30, 2013
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • January 30, 2013

19. Off Calendar Plans

    By justatester, January 28, 2013   

    • Calendar vs Plan Year
    • 8 replies
    • 3.6k views
    • 
    • ETA Consulting LLC
    • January 29, 2013

20. Self-Correction

    By Belgarath, January 28, 2013   

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

21. Custodian policies on transferring assets

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

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

    By 401QUE, January 24, 2013
    • 4 replies
    • 1.3k views
    • 
    • 401QUE
    • January 25, 2013

23. Form 5330

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

24. HCE Determination - "Compensation" for Rehired Employee

    By Übernerd, January 23, 2013   

    • Nondiscrimination
    • compensation
    • (and 1 more)

      Tagged with:

      • Nondiscrimination
      • compensation
      • HCE
    • 5 replies
    • 3.1k views
    • 
    • Übernerd
    • January 24, 2013

25. Short Plan year - catch up?

    By PFranckowiak, January 24, 2013
    • 5 replies
    • 1.7k views
    • 
    • PFranckowiak
    • January 24, 2013

26. De Minimis Corrections for Late Deferral/Loan Repayments

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

27. Short plan year vesting

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

28. eligibility for a rehired employee

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

29. In-plan Roth TRANSFERS

    By Guest Mo', January 24, 2013   

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

30. 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

31. Compensation and Safe Harbor Match

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

32. Medical Loss Ratio (MLR) rebates

    By fiona1, August 14, 2012
    • 2 replies
    • 2.6k views
    • 
    • dcoderre
    • January 24, 2013

33. ACP refund processed and later determined too much was distributed

    By RPP2001, December 22, 2010
    • 7 replies
    • 2.2k views
    • 
    • BG5150
    • January 23, 2013

34. LLC deferrals into a 401(k)

    By Lori H, January 17, 2013   

    • deposits by members
    • 3 replies
    • 1.3k views
    • 
    • austin3515
    • January 23, 2013

35. Insurance in Plan

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

36. Amend SH Plan When Maybe Notice Issued

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

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

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

38. ADP Refund options

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

39. Limitations On Allocation Rates

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

40. State Levy on 401(k) Account?

    By CJS07, January 21, 2013   

    • State of Massachusetts
    • 4 replies
    • 3.5k views
    • 
    • Mike Preston
    • January 21, 2013

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

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

42. plan compensation

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

43. Two plans - one brokerage account

    By BFree, February 26, 2003
    • 14 replies
    • 2.7k views
    • 
    • Guest
    • January 17, 2013

44. Late Deposits as a Result of Investment Firm Error?

    By Leopurrd, October 31, 2005
    • 10 replies
    • 1.9k views
    • 
    • LANDO
    • January 16, 2013

45. Simultaneous Loan & Hardship

    By Guest Hunter401k, January 15, 2013
    • 7 replies
    • 1.9k views
    • 
    • K2retire
    • January 16, 2013

46. Safe Harbor Plan and calculation of match

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

47. 404a5 notice for loans

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

48. service provider disclosure (notice of changes)

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

49. Forfeiture account and expense

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

50. 401k death distribution, life insurance, RMD & 1099r

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