401(k) Plans

19,382 topics in this forum

1. Enhanced SH match of 125 % on 6%

   By Jim Chad, March 8, 2013
   • 7 replies
   • 3.7k views
   • 
   • John Feldt ERPA CPC QPA
   • March 8, 2013

2. short plan year for safe harbor plan or retroactive effective date?

   By AKconsult, March 8, 2013
   • 1 reply
   • 1.7k views
   • 
   • K2
   • March 8, 2013

3. Comp ratio test-HCE Top 20% limit

   By Guest JackR, February 18, 2013
   • 9 replies
   • 1.8k views
   • 
   • Guest
   • March 8, 2013

4. Safe Harbor and Non Safe Harbor Plan

   By Dougsbpc, March 8, 2013
   • 1 reply
   • 2.7k views
   • 
   • Tom Poje
   • March 8, 2013

5. Operational Failure (In-Service Distributions) - Best Way to Fix/

   By Guest lizannc, March 7, 2013   

   • Operational Failure
   • 2 replies
   • 1.2k views
   • 
   • masteff
   • March 7, 2013

6. Failed ADP Partner deferral not deposited yet

   By SheilaD, March 7, 2013
   • 0 replies
   • 994 views
   • 
   • SheilaD
   • March 7, 2013

7. Benefits, Rights, and Features

   By Guest ghenson08, December 11, 2012
   • 19 replies
   • 4.8k views
   • 
   • Guest
   • March 7, 2013

8. Top Paid Election and ADP Test

   By cpc0506, March 5, 2013
   • 12 replies
   • 4.6k views
   • 
   • BG5150
   • March 7, 2013

9. Controlled Group - Participant balance transfer

   By sla, March 1, 2013
   • 1 reply
   • 1.8k views
   • 
   • MWeddell
   • March 7, 2013

10. Separate Record Keeping

    By Dougsbpc, March 6, 2013
    • 1 reply
    • 963 views
    • 
    • Bird
    • March 7, 2013

11. Beneficiary

    By Guest A_Dude, March 6, 2013   

    • Quick Question
    • 4 replies
    • 1.2k views
    • 
    • david rigby
    • March 6, 2013

12. Allocation of Corrective QNEC (missed deferrals)

    By 401QUE, November 15, 2012
    • 14 replies
    • 14.6k views
    • 
    • Guest
    • March 5, 2013

13. Can current participants be amended out of the plan

    By jkharvey, October 19, 2012
    • 8 replies
    • 2k views
    • 
    • ESOP Guy
    • March 5, 2013

14. Commissions paid later

    By Guest JPIngold, March 4, 2013
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • March 5, 2013

15. 401 kamounts

    By Guest Dan Shea, March 1, 2013
    • 3 replies
    • 990 views
    • 
    • Guest
    • March 4, 2013

16. eligibility question

    By cpc0506, February 26, 2013
    • 12 replies
    • 3.2k views
    • 
    • 12AX7
    • March 1, 2013

17. New Investment Options (DIAs) and 408b2 Fee Disclosure Timing

    By Guest jvajj, March 1, 2013   

    • Fee Disclosure
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 1, 2013

18. 1099-R on Roth 401k excess deferral

    By karl, March 1, 2013
    • 0 replies
    • 1.4k views
    • 
    • karl
    • March 1, 2013

19. Death of Participant and 401k Contribution

    By Dazednconfused, February 27, 2013
    • 5 replies
    • 12k views
    • 
    • masteff
    • February 27, 2013

20. surrender charges not restorative payment but ER contribution

    By pmacduff, September 2, 2011
    • 4 replies
    • 2.5k views
    • 
    • BG5150
    • February 27, 2013

21. Can You Defer NOW for 2012?

    By Guest Jay345, February 25, 2013
    • 8 replies
    • 1.5k views
    • 
    • rcline46
    • February 27, 2013

22. Can A 401k Plan Be Temporarily Frozen?

    By mming, February 26, 2013
    • 9 replies
    • 8.4k views
    • 
    • mming
    • February 26, 2013

23. Affliated Service Group

    By Chippy, February 26, 2013
    • 0 replies
    • 837 views
    • 
    • Chippy
    • February 26, 2013

24. out of plan Rewards for 401(k) deferrals?

    By chuTzPA, February 25, 2013
    • 4 replies
    • 1.2k views
    • 
    • chuTzPA
    • February 26, 2013

25. catchup for 2012

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

26. Attribution of biological child who is not legally recognized as the child

    By jkharvey, February 25, 2013
    • 1 reply
    • 991 views
    • 
    • rcline46
    • February 25, 2013

27. Average Benefits Test

    By CLE401kGuy, February 19, 2013
    • 13 replies
    • 5.1k views
    • 
    • chc93
    • February 25, 2013

28. Ineligible Employee defers during the plan year

    By JKW, February 13, 2013
    • 8 replies
    • 7.6k views
    • 
    • Kevin C
    • February 22, 2013

29. controlled groups and testing

    By Chippy, February 22, 2013
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • February 22, 2013

30. Illegal Alien Issue

    By Guest smhjr, February 21, 2013   

    • illegal alien
    • 4 replies
    • 15.3k views
    • 
    • masteff
    • February 22, 2013

31. HCE compensation clarity request...

    By Beltane, February 21, 2013
    • 3 replies
    • 1.6k views
    • 
    • movedon
    • February 22, 2013

32. Two participants with the same SSN

    By Guest TPA Guy, February 20, 2013
    • 6 replies
    • 2.4k views
    • 
    • Peter Gulia
    • February 22, 2013

33. Non-traditional source for contributions

    By TPApril, February 20, 2013
    • 11 replies
    • 1.4k views
    • 
    • ESOP Guy
    • February 21, 2013

34. Eligibility

    By cdavis25, February 21, 2013
    • 2 replies
    • 1.7k views
    • 
    • Kevin C
    • February 21, 2013

35. Benefits, Rights, Features

    By justatester, February 21, 2013
    • 1 reply
    • 968 views
    • 
    • MWeddell
    • February 21, 2013

36. deminimis ADP correction???

    By DMcGovern, February 19, 2013
    • 8 replies
    • 2.6k views
    • 
    • DMcGovern
    • February 20, 2013

37. 410b issue in a controlled group?

    By AlbanyConsultant, February 16, 2013
    • 8 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 19, 2013

38. safe harbor calculation for dentis with self employment income

    By KevinMc, February 18, 2013
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • February 19, 2013

39. DC 415 limit with catch-up

    By drakecohen, February 17, 2013
    • 2 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 18, 2013

40. Match Calculation

    By Rai401k, February 14, 2013
    • 7 replies
    • 1.4k views
    • 
    • BG5150
    • February 15, 2013

41. How does ObamaCare affect a 401(k) plan?

    By Peter Gulia, February 9, 2013
    • 16 replies
    • 6.7k views
    • 
    • jpod
    • February 15, 2013

42. Deferrals not stopped on terminated employee

    By JKW, February 13, 2013
    • 6 replies
    • 1.4k views
    • 
    • JKW
    • February 15, 2013

43. key employee

    By mehmgo, February 15, 2013
    • 1 reply
    • 984 views
    • 
    • Archimage
    • February 15, 2013

44. Improper Allocation of Discretionary Contribution

    By Guest johnpetrancosta, February 14, 2013
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 15, 2013

45. Eligibility

    By pmacduff, March 15, 2002
    • 13 replies
    • 3.7k views
    • 
    • Tom Poje
    • February 14, 2013

46. unbundled 403b vendors

    By gregburst, February 14, 2013
    • 0 replies
    • 879 views
    • 
    • gregburst
    • February 14, 2013

47. Safe Harbor 401k added to PSP

    By chris, February 11, 2013
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • February 14, 2013

48. Missed Deferral Opportunity?

    By 12AX7, February 12, 2013
    • 5 replies
    • 4.1k views
    • 
    • ETA Consulting LLC
    • February 13, 2013

49. Profit Sharing Contributions

    By Nassau, February 11, 2013
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 12, 2013

50. Profit Sharing Contributions - Deadline

    By Nassau, February 12, 2013
    • 0 replies
    • 834 views
    • 
    • Nassau
    • February 12, 2013