401(k) Plans

19,275 topics in this forum

1. Eligibility

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

2. Controlled Group

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

3. Pro Rata QNEC and Bottom Up QNEC

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

4. 415 and other limits

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

5. In-Plan Roth Rollover and Withholding

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

6. 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

7. controlled group testing

   By K2retire, January 8, 2013
   • 4 replies
   • 2.1k views
   • 
   • ETA Consulting LLC
   • January 9, 2013

8. Nonbenefits employees

   By austin3515, December 28, 2012
   • 13 replies
   • 1.6k views
   • 
   • QDROphile
   • January 7, 2013

9. Merger of Safe Harbor plan to non safe harbor

   By Guest Mk9522, November 29, 2012
   • 7 replies
   • 5.4k views
   • 
   • justatester
   • January 7, 2013

10. 408(b)(2) Fee Disclosure

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

11. Pre-Entry Date Compensation

    By Nassau, January 4, 2013   

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

12. Employer Stock

    By cs771, January 4, 2013
    • 6 replies
    • 2.3k views
    • 
    • cs771
    • January 4, 2013

13. Non-direct RothK rollin

    By Jed Macy, January 4, 2013
    • 2 replies
    • 1.1k views
    • 
    • Jed Macy
    • January 4, 2013

14. fiscal cliff legislation and roth 401k

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

15. Top 20% election

    By pmacduff, December 26, 2012
    • 11 replies
    • 9.3k views
    • 
    • Mike Preston
    • January 4, 2013

16. Determination Letter Cycles

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

17. Hardship - Medical?

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

18. Qualifed Match ADP Test

    By jmartin, January 3, 2013
    • 2 replies
    • 990 views
    • 
    • MWeddell
    • January 3, 2013

19. Prorate Compensation - SH Termination

    By 12AX7, December 28, 2012
    • 7 replies
    • 3.6k views
    • 
    • 12AX7
    • January 3, 2013

20. Safe Harbor Match and Top Heavy Minimum

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

21. Outstanding loans and deferrals

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

22. company dissolving and status of 401k

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

23. Adding Salary Deferral and Safe Harbor Match

    By Dougsbpc, December 28, 2012
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • December 28, 2012

24. Separate deferral election on bonuses...

    By kwalified, December 28, 2012
    • 6 replies
    • 5.3k views
    • 
    • masteff
    • December 28, 2012

25. Terminating Safe Harbor After Notice Sent but Before Year Starts

    By Guest DuChamp, December 26, 2012
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • December 28, 2012

26. ROBS Arrangement

    By rblum50, December 22, 2012
    • 5 replies
    • 2.9k views
    • 
    • rblum50
    • December 27, 2012

27. 401(k) Loan Deem and Offset

    By Guest Tdavid, December 20, 2012
    • 6 replies
    • 22.7k views
    • 
    • Guest
    • December 21, 2012

28. Evergreen Deferral Election for Sched C / K-1

    By austin3515, December 21, 2012
    • 6 replies
    • 1.4k views
    • 
    • 12AX7
    • December 21, 2012

29. plans split for audit

    By cpc0506, December 21, 2012
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • December 21, 2012

30. Controlled GRoup?

    By austin3515, December 20, 2012
    • 2 replies
    • 864 views
    • 
    • four01kman
    • December 20, 2012

31. Prototype solo 401(k) switching plan document provider ("restatement")

    By Guest hk73, December 19, 2012
    • 8 replies
    • 4.3k views
    • 
    • movedon
    • December 20, 2012

32. Mistake or not?

    By Guest HJoseph, December 19, 2012
    • 8 replies
    • 1.7k views
    • 
    • shERPA
    • December 20, 2012

33. Ownership change of existing entity

    By Bird, December 19, 2012
    • 3 replies
    • 967 views
    • 
    • Bird
    • December 19, 2012

34. 401(k) SH change prior to plan year

    By Guest AP914, December 19, 2012
    • 2 replies
    • 796 views
    • 
    • Guest
    • December 19, 2012

35. statutory exclusion and elapsed time

    By cpc0506, December 18, 2012
    • 0 replies
    • 1.2k views
    • 
    • cpc0506
    • December 18, 2012

36. grandfather date

    By gregburst, December 18, 2012
    • 0 replies
    • 1k views
    • 
    • gregburst
    • December 18, 2012

37. Plan Termination Checklist

    By Guest CoffeePlease24, October 26, 2012
    • 9 replies
    • 4.9k views
    • 
    • Guest
    • December 17, 2012

38. loan default/prohibited transaction

    By Guest KPong, December 17, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • December 17, 2012

39. Beneficiary Designation Forms

    By CLE401kGuy, December 14, 2012
    • 7 replies
    • 1.4k views
    • 
    • masteff
    • December 17, 2012

40. Leased Employees

    By TPA Bob, December 15, 2012
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • December 15, 2012

41. Continuing 401(k) deferrals while using vacation prior to actual DOT?

    By Guest TaxedToDeath, December 11, 2012
    • 6 replies
    • 1.9k views
    • 
    • ESOP Guy
    • December 14, 2012

42. Mid-Year Corporate ADP testing

    By PMC, December 14, 2012
    • 0 replies
    • 1.3k views
    • 
    • PMC
    • December 14, 2012

43. Completely Discretionary Match in Safe Harbor Profit Sharing plan

    By 401king, December 13, 2012
    • 4 replies
    • 1.6k views
    • 
    • BG5150
    • December 14, 2012

44. Amendment and effect on eligibility

    By cpc0506, December 13, 2012
    • 1 reply
    • 966 views
    • 
    • MoJo
    • December 13, 2012

45. Form 5310

    By ERISA25, December 11, 2012
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • December 13, 2012

46. Roth 401K

    By pgold, December 13, 2012
    • 2 replies
    • 922 views
    • 
    • GMK
    • December 13, 2012

47. Takeover from MEP Plan

    By austin3515, December 12, 2012
    • 2 replies
    • 1.1k views
    • 
    • 12AX7
    • December 13, 2012

48. Successor Plan Sponsor

    By 12AX7, December 12, 2012
    • 2 replies
    • 1.6k views
    • 
    • 12AX7
    • December 13, 2012

49. Fee Reimbursement

    By Guest Big Al, December 10, 2012
    • 9 replies
    • 3.6k views
    • 
    • jpod
    • December 11, 2012

50. deferral basis

    By Guest Moira, December 11, 2012
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • December 11, 2012