401(k) Plans

19,411 topics in this forum

1. Top-Heavy Plan

   By ac, March 7, 2013
   • 5 replies
   • 2.3k views
   • 
   • Guest
   • April 22, 2013

2. May an employer use forfeitures to reduce 401(k) contributions?

   By Peter Gulia, April 5, 2013
   • 10 replies
   • 15.8k views
   • 
   • QDROphile
   • April 19, 2013

3. Davis Bacon Plan/401(k) Plan

   By MarZDoates, April 16, 2013
   • 4 replies
   • 2.9k views
   • 
   • 12AX7
   • April 19, 2013

4. 402(g) vs 415 Excess-Which is first?

   By justatester, April 18, 2013
   • 3 replies
   • 3.2k views
   • 
   • QDROphile
   • April 18, 2013

5. surrender charges paid by employer

   By Guest isg2013, April 18, 2013
   • 9 replies
   • 1.8k views
   • 
   • Kevin C
   • April 18, 2013

6. Rollover voluntary after tax to Roth?

   By Jim Chad, April 18, 2013
   • 1 reply
   • 1.5k views
   • 
   • ETA Consulting LLC
   • April 18, 2013

7. Merging Plans

   By Logan401, April 16, 2013
   • 9 replies
   • 1.7k views
   • 
   • rcline46
   • April 18, 2013

8. Life Insurance Premiums - Outside Assets

   By Gruegen, April 16, 2013
   • 5 replies
   • 1.6k views
   • 
   • Belgarath
   • April 18, 2013

9. Stock Sale - Successor Plan?

   By jmartin, April 17, 2013
   • 2 replies
   • 1.9k views
   • 
   • Bill Presson
   • April 17, 2013

10. Partnership compensation

    By Nassau, April 16, 2013
    • 2 replies
    • 1k views
    • 
    • 12AX7
    • April 16, 2013

11. controlled group question

    By cpc0506, April 15, 2013
    • 4 replies
    • 1k views
    • 
    • 12AX7
    • April 16, 2013

12. Cutback?

    By ERISA25, April 15, 2013
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • April 16, 2013

13. Sar Sep

    By Guest Susan M., April 15, 2013
    • 3 replies
    • 1.2k views
    • 
    • Flyboyjohn
    • April 15, 2013

14. Roth 401(k) Early Withdrawal - Simple Question

    By Guest nyykid, April 11, 2013   

    • double taxation
    • roth 401(k) early withdrawal
    • 3 replies
    • 3.5k views
    • 
    • 401king
    • April 12, 2013

15. Vesting Computation Period

    By oldman, April 11, 2013
    • 9 replies
    • 3.2k views
    • 
    • ESOP Guy
    • April 12, 2013

16. Refunding more than deferrals than necessary

    By Guest Grumpy456, April 11, 2013
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • April 11, 2013

17. 2 safe harbor plans

    By Guest New401k, April 10, 2013
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • April 11, 2013

18. Participant with fraudulent Social Security Number

    By Guest Inquire, April 10, 2013
    • 1 reply
    • 3.1k views
    • 
    • masteff
    • April 10, 2013

19. Revenue credit Program

    By cripp12, April 10, 2013
    • 0 replies
    • 1.5k views
    • 
    • cripp12
    • April 10, 2013

20. Coverage Testing in a 401(k) Safe Harbor Integrated Profit Sharing Plan

    By Guest rmwright, March 24, 2004
    • 22 replies
    • 9.3k views
    • 
    • EBDI
    • April 10, 2013

21. 415 Comp / Back Wages

    By austin3515, April 10, 2013
    • 2 replies
    • 3.5k views
    • 
    • austin3515
    • April 10, 2013

22. Military leave - loan provision

    By AKconsult, April 9, 2013
    • 0 replies
    • 851 views
    • 
    • AKconsult
    • April 9, 2013

23. Ratio % test means we're home free?

    By Flyboyjohn, April 8, 2013
    • 7 replies
    • 1.7k views
    • 
    • rcline46
    • April 9, 2013

24. Sole Proprietorships all adopting the plan?

    By jkharvey, April 2, 2013
    • 5 replies
    • 1.8k views
    • 
    • Kevin C
    • April 8, 2013

25. Control Group question when a trust is an owner

    By cpc0506, April 8, 2013
    • 4 replies
    • 1.9k views
    • 
    • masteff
    • April 8, 2013

26. Impact of Enhanced Vesting Schedule on Terminated Participants

    By 401 Chaos, March 22, 2010
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • April 5, 2013

27. Missed RMD

    By cpc0506, January 19, 2011
    • 6 replies
    • 5.1k views
    • 
    • TPApril
    • April 4, 2013

28. Roth in plan conversion

    By Santo Gold, April 4, 2013
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • April 4, 2013

29. Distribution Fee for Small Balance

    By pixmax, April 3, 2013
    • 12 replies
    • 7.1k views
    • 
    • Bill Presson
    • April 4, 2013

30. Entity type in Document

    By cpc0506, April 2, 2013
    • 7 replies
    • 1.8k views
    • 
    • Bird
    • April 4, 2013

31. Annual Recordkeeping Fees

    By Nassau, April 3, 2013   

    • Splitting
    • Cost
    • 5 replies
    • 2k views
    • 
    • Peter Gulia
    • April 3, 2013

32. Weighted Average for ADP for Permissive Aggregation

    By MLML, April 2, 2013
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • April 3, 2013

33. 401(k) Loan to purchase a foreign property

    By Guest Hgreer, April 2, 2013   

    • 401(k) Loan
    • 4 replies
    • 3.4k views
    • 
    • 12AX7
    • April 2, 2013

34. HCE Determination

    By Guest tjt169, April 2, 2013
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • April 2, 2013

35. Definition of Compensation

    By austin3515, March 29, 2013
    • 9 replies
    • 2.7k views
    • 
    • austin3515
    • April 2, 2013

36. Key Man Insurance in PS/(k) Plan

    By 12AX7, September 15, 2011
    • 11 replies
    • 2.2k views
    • 
    • Bird
    • April 2, 2013

37. Automatic Contribution Arrangement expiration

    By Guest Jones01, March 29, 2013
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 29, 2013

38. Pooled Account w Ppt discretion

    By Guest GinaD, March 28, 2013   

    • pooled account
    • gains
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 29, 2013

39. ADP test failure after 3/15/13 deadline

    By doombuggy, March 28, 2013
    • 2 replies
    • 1.7k views
    • 
    • 12AX7
    • March 28, 2013

40. correcting erroneous deposits

    By EBDI, March 27, 2013
    • 1 reply
    • 1.6k views
    • 
    • Jim Chad
    • March 28, 2013

41. Discretionary Match missed

    By imchipbrown, March 27, 2013
    • 1 reply
    • 1k views
    • 
    • ESOP Guy
    • March 28, 2013

42. Max Loan Amount

    By goldtpa, March 27, 2013
    • 2 replies
    • 1.2k views
    • 
    • 12AX7
    • March 28, 2013

43. Over 65 but still employed...how to withdrawal funds?

    By Guest tryathlons, March 27, 2013
    • 3 replies
    • 3.4k views
    • 
    • david rigby
    • March 27, 2013

44. An after-tax 401(k) account.

    By joel, March 26, 2013
    • 2 replies
    • 1.1k views
    • 
    • joel
    • March 27, 2013

45. When does eligible compensation start?

    By AlbanyConsultant, March 27, 2013
    • 1 reply
    • 1.3k views
    • 
    • Bill Presson
    • March 27, 2013

46. Discriminatory Matching Formula?

    By WesleyT, March 26, 2013
    • 3 replies
    • 2.2k views
    • 
    • MWeddell
    • March 26, 2013

47. top heavy and former key employee

    By chc93, March 26, 2013
    • 2 replies
    • 2.8k views
    • 
    • chc93
    • March 26, 2013

48. What year is it taxable?

    By Guest A_Dude, March 25, 2013   

    • 401(k) refund after rollover
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • March 26, 2013

49. Excluding employees from eligibilty in plan provisions for small PSP

    By Lori H, March 26, 2013
    • 1 reply
    • 1k views
    • 
    • QDROphile
    • March 26, 2013

50. Minimum funding requirement applicable to sole-participant plan?

    By Guest 401(k) newbie, March 25, 2013
    • 1 reply
    • 978 views
    • 
    • Lou S.
    • March 25, 2013