401(k) Plans

19,365 topics in this forum

1. Death of Participant and 401k Contribution

   By Dazednconfused, February 27, 2013
   • 5 replies
   • 11.9k views
   • 
   • masteff
   • February 27, 2013

2. surrender charges not restorative payment but ER contribution

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

3. Can You Defer NOW for 2012?

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

4. Can A 401k Plan Be Temporarily Frozen?

   By mming, February 26, 2013
   • 9 replies
   • 8.3k views
   • 
   • mming
   • February 26, 2013

5. Affliated Service Group

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

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

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

7. catchup for 2012

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

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

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

9. Average Benefits Test

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

10. Ineligible Employee defers during the plan year

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

11. controlled groups and testing

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

12. Illegal Alien Issue

    By Guest smhjr, February 21, 2013   

    • illegal alien
    • 4 replies
    • 15.2k views
    • 
    • masteff
    • February 22, 2013

13. HCE compensation clarity request...

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

14. Two participants with the same SSN

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

15. Non-traditional source for contributions

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

16. Eligibility

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

17. Benefits, Rights, Features

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

18. deminimis ADP correction???

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

19. 410b issue in a controlled group?

    By AlbanyConsultant, February 16, 2013
    • 8 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 19, 2013

20. safe harbor calculation for dentis with self employment income

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

21. DC 415 limit with catch-up

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

22. Match Calculation

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

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

    By Peter Gulia, February 9, 2013
    • 16 replies
    • 6.6k views
    • 
    • jpod
    • February 15, 2013

24. Deferrals not stopped on terminated employee

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

25. key employee

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

26. Improper Allocation of Discretionary Contribution

    By Guest johnpetrancosta, February 14, 2013
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • February 15, 2013

27. Eligibility

    By pmacduff, March 15, 2002
    • 13 replies
    • 3.6k views
    • 
    • Tom Poje
    • February 14, 2013

28. unbundled 403b vendors

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

29. Safe Harbor 401k added to PSP

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

30. Missed Deferral Opportunity?

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

31. Profit Sharing Contributions

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

32. Profit Sharing Contributions - Deadline

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

33. Profit Sharing Calculation

    By justatester, February 8, 2013
    • 11 replies
    • 3.4k views
    • 
    • justatester
    • February 11, 2013

34. W2 compensation

    By Guest ppapdx, February 11, 2013   

    • Payroll question
    • 3 replies
    • 3.1k views
    • 
    • david rigby
    • February 11, 2013

35. 401(k) Hardship Distributions

    By Guest marykd, February 9, 2013   

    • 401(k)
    • hardship distribution
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 11, 2013

36. correcting excess deferrals after April 15

    By K2retire, May 14, 2010
    • 7 replies
    • 3.9k views
    • 
    • 401 Chaos
    • February 11, 2013

37. Affiliated Service Group

    By Oh so SIMPLE, February 8, 2013
    • 2 replies
    • 1.2k views
    • 
    • Oh so SIMPLE
    • February 8, 2013

38. Restitution from an embezzler

    By Guest JPIngold, February 4, 2013
    • 7 replies
    • 3.8k views
    • 
    • Guest
    • February 8, 2013

39. Ineligible Ee

    By stevena, September 23, 2005
    • 2 replies
    • 1.5k views
    • 
    • Jim Chad
    • February 8, 2013

40. Union business owner

    By Guest clar7490, February 6, 2013   

    • Union owner in non union plan
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • February 7, 2013

41. EPCRS

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

42. offering hedge funds in a 401k

    By Guest xerty, June 8, 2008
    • 8 replies
    • 5k views
    • 
    • austin3515
    • February 6, 2013

43. 415 limits and off plan years

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

44. Short Plan Year

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

45. Small Accounts-Distribution Fees

    By Randy Watson, February 4, 2013
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • February 5, 2013

46. new company, same 401k

    By tertue, February 3, 2013
    • 5 replies
    • 1.5k views
    • 
    • 12AX7
    • February 5, 2013

47. Pro-Rata Allocation and Gateway Test

    By emmetttrudy, January 30, 2013
    • 32 replies
    • 10k views
    • 
    • chc93
    • February 4, 2013

48. Catch-up Rechartization after Failed ADP

    By Guest A_Dude, February 1, 2013   

    • Nondiscimination Testing
    • 10 replies
    • 6.4k views
    • 
    • K2retire
    • February 4, 2013

49. New Plan Year to add Safe Harbor

    By cpc0506, February 4, 2013
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 4, 2013

50. delayed start of ACA

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