401(k) Plans

19,490 topics in this forum

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

   By Guest phy401k, June 18, 2013
   • 4 replies
   • 4.1k views
   • 
   • Kevin C
   • June 19, 2013

2. Earnings Allocation

   By Guest boxerengine, June 16, 2013   

   • Earnings Allocation
   • 2 replies
   • 3.4k views
   • 
   • Bird
   • June 17, 2013

3. Plan Compensation definition and HSA

   By pmacduff, June 13, 2013
   • 11 replies
   • 10.1k views
   • 
   • pmacduff
   • June 14, 2013

4. match true-up

   By cpc0506, June 14, 2013
   • 3 replies
   • 1.5k views
   • 
   • ETA Consulting LLC
   • June 14, 2013

5. non-publicly traded stock

   By gregburst, June 13, 2013
   • 1 reply
   • 1.9k views
   • 
   • ESOP Guy
   • June 13, 2013

6. Terminate plan with "ponzi'd assets"

   By Guest JPIngold, June 13, 2013
   • 0 replies
   • 1k views
   • 
   • Guest
   • June 13, 2013

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

   By buckaroo, June 13, 2013
   • 3 replies
   • 1.3k views
   • 
   • 12AX7
   • June 13, 2013

8. Top Heavy Safe Harbor Non Elective Plan

   By KevinMc, June 12, 2013
   • 2 replies
   • 1.3k views
   • 
   • KevinMc
   • June 12, 2013

9. Change plan comp- retroactive correction

   By jmartin, June 12, 2013
   • 3 replies
   • 1k views
   • 
   • jmartin
   • June 12, 2013

10. Restating a MPP to a PSP

    By kwalified, December 5, 2012
    • 12 replies
    • 2.6k views
    • 
    • kwalified
    • June 12, 2013

11. RMD Rules

    By austin3515, June 11, 2013
    • 1 reply
    • 1.4k views
    • 
    • austin3515
    • June 11, 2013

12. Ownership change in dental office 401-k Plan

    By KevinMc, June 11, 2013
    • 2 replies
    • 1.5k views
    • 
    • ESOP Guy
    • June 11, 2013

13. illiquid asset

    By Scuba 401, June 4, 2013
    • 25 replies
    • 8.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 7, 2013

14. From Safe Harbor to regular Match

    By cpc0506, June 5, 2013
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • June 7, 2013

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

    By Guest Spock, June 6, 2013   

    • Hardship w/d impact on comp
    • 6 replies
    • 1.4k views
    • 
    • GMK
    • June 6, 2013

16. 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

17. Buried by custodian statements....

    By heygents, June 6, 2013
    • 3 replies
    • 1.2k views
    • 
    • heygents
    • June 6, 2013

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

    By Tinman, June 6, 2013
    • 1 reply
    • 1.8k views
    • 
    • BG5150
    • June 6, 2013

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

    By jmartin, June 6, 2013
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • June 6, 2013

20. Two Employees with Indential Names - Missed Deferrals

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

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

    By pgold, June 5, 2013
    • 4 replies
    • 1.6k views
    • 
    • Jim Chad
    • June 6, 2013

22. Rural Cooperatives

    By oldman, June 4, 2013
    • 3 replies
    • 2.1k views
    • 
    • PensionPro
    • June 5, 2013

23. Different Match Formulas

    By Logan401, June 4, 2013
    • 2 replies
    • 1.5k views
    • 
    • Logan401
    • June 4, 2013

24. Amendment Checklist

    By austin3515, June 3, 2013
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • June 4, 2013

25. Insurance Contracts / Trust Exemption

    By austin3515, April 26, 2013
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • June 3, 2013

26. 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
    • 6.2k views
    • 
    • Appleby
    • June 3, 2013

27. Commercial Real Estate question

    By SteveH, May 31, 2013
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • May 31, 2013

28. 401(k) and ESOP

    By AJ North, May 29, 2013
    • 2 replies
    • 1.2k views
    • 
    • AJ North
    • May 30, 2013

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

    By retbenser, May 30, 2013
    • 2 replies
    • 1.8k views
    • 
    • 12AX7
    • May 30, 2013

30. USERRA

    By Nassau, May 29, 2013   

    • Profit Sharing Contributions
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • May 29, 2013

31. IRS Targeting of 5300 Filings?

    By Blackbirch, May 29, 2013   

    • Determination Letter 5300 IRS
    • 3 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 29, 2013

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

    By Guest Achilles, May 28, 2013
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • May 29, 2013

33. Fund Change Notices and other heahaches

    By 52626, May 24, 2013
    • 1 reply
    • 2.4k views
    • 
    • Bill Presson
    • May 26, 2013

34. Participant Loan Corrections - EPCRS

    By austin3515, May 24, 2013
    • 5 replies
    • 2.6k views
    • 
    • masteff
    • May 24, 2013

35. Plan Eligibility

    By Nassau, May 22, 2013
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • May 23, 2013

36. Eligibility

    By cdavis25, May 17, 2013
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • May 22, 2013

37. Start Up - C Corp.

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

38. Plan Eligibility

    By Nassau, May 22, 2013
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • May 22, 2013

39. Lost Earnings & VFCP

    By sam2012, May 22, 2013   

    • Lost Earnings
    • VFCP
    • (and 3 more)

      Tagged with:

      • Lost Earnings
      • VFCP
      • 5500
      • 5330
      • DOL
    • 0 replies
    • 2.8k views
    • 
    • sam2012
    • May 22, 2013

40. ACP Correction

    By Guest Donell, May 20, 2013   

    • ADP/ACP Corrections
    • 4 replies
    • 1.7k views
    • 
    • BG5150
    • May 21, 2013

41. gap earnings

    By Chippy, May 20, 2013
    • 5 replies
    • 1.9k views
    • 
    • BG5150
    • May 20, 2013

42. I have money purchase plan,SEP IRA Can I open a 401K?

    By caryn22359, May 20, 2013
    • 6 replies
    • 2.4k views
    • 
    • ESOP Guy
    • May 20, 2013

43. safe harbor excluded groups

    By WCC, May 20, 2013   

    • first year not an HCE
    • 3 replies
    • 1.6k views
    • 
    • WCC
    • May 20, 2013

44. hardship for medical expenses

    By 52626, May 17, 2013
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • May 17, 2013

45. 2 unrelated questions

    By CJS07, May 16, 2013   

    • Loan Receivables and 5 yr bre
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • May 17, 2013

46. SH Match, Top Heavy, Integrated PS

    By ogilviesann, May 15, 2013
    • 7 replies
    • 1.8k views
    • 
    • BG5150
    • May 17, 2013

47. 8955 SSA may be entitled to a benefit

    By WCC, May 16, 2013   

    • who has to prove it?
    • 5 replies
    • 1.4k views
    • 
    • WCC
    • May 16, 2013

48. Standard Late Deposit of Salary Deferrals Question

    By rblum50, May 15, 2013
    • 7 replies
    • 6.1k views
    • 
    • MoShawn
    • May 16, 2013

49. definition of comp for safe harbor match

    By cpc0506, March 27, 2013
    • 5 replies
    • 2.3k views
    • 
    • K2retire
    • May 16, 2013

50. Safe Harbor Nonelective Plan

    By 12AX7, July 11, 2012
    • 6 replies
    • 3.1k views
    • 
    • LANDO
    • May 15, 2013