401(k) Plans

19,412 topics in this forum

1. 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

2. 415(c) excess refund prior to April 15 - what year taxed?

   By Pixie, March 22, 2013   

   • 415(c)
   • 5 replies
   • 4.3k views
   • 
   • Doghouse
   • March 25, 2013

3. Forfeitures for Plan Expenses

   By austin3515, March 23, 2013
   • 4 replies
   • 1.2k views
   • 
   • austin3515
   • March 25, 2013

4. Roth

   By goldtpa, February 15, 2013
   • 6 replies
   • 1.2k views
   • 
   • Guest
   • March 22, 2013

5. Multiple Employer spin-off - Safe Harbor

   By PMC, February 1, 2011
   • 2 replies
   • 3.1k views
   • 
   • Benefits to all
   • March 22, 2013

6. Multiple Employer to Single Employer SH

   By Benefits to all, March 22, 2013
   • 0 replies
   • 950 views
   • 
   • Benefits to all
   • March 22, 2013

7. Nonelective Safe Harbor and Integration

   By Dougsbpc, March 21, 2013
   • 3 replies
   • 1.2k views
   • 
   • 12AX7
   • March 22, 2013

8. Retitling deceased ppt's acct in name of spouse as beneficiary

   By Guest Amy Marie, March 20, 2013
   • 3 replies
   • 2.1k views
   • 
   • masteff
   • March 21, 2013

9. ADP/ACP refund check was lost

   By Guest ppapdx, March 20, 2013
   • 2 replies
   • 1.9k views
   • 
   • Bird
   • March 21, 2013

10. Amending Standardized Plan

    By austin3515, March 21, 2013
    • 8 replies
    • 1.2k views
    • 
    • austin3515
    • March 21, 2013

11. ADP corrective distributions for wrong amount

    By DMcGovern, March 20, 2013
    • 0 replies
    • 960 views
    • 
    • DMcGovern
    • March 20, 2013

12. Blowing up a SIMPLE 401(k)

    By Flyboyjohn, March 20, 2013
    • 0 replies
    • 901 views
    • 
    • Flyboyjohn
    • March 20, 2013

13. Amend SH 401(k) Plan During Year

    By JRN, October 2, 2012
    • 13 replies
    • 7.8k views
    • 
    • James B
    • March 20, 2013

14. 401(k) custodian cut off new participants from participation

    By GrammieMame, March 18, 2013
    • 7 replies
    • 1.3k views
    • 
    • Bird
    • March 20, 2013

15. Top Heavy Minimum for Terminating Plan

    By Guest RayLovesTrini*, March 19, 2013
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • March 19, 2013

16. Profit Sharing Contribution - Operational Failure (suggestions for correcting?)

    By BeanCounterBlues, March 18, 2013
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • March 19, 2013

17. Participant Security

    By austin3515, March 18, 2013
    • 15 replies
    • 1.4k views
    • 
    • austin3515
    • March 18, 2013

18. maximum interest rate on participant loan

    By Earl, March 16, 2013
    • 7 replies
    • 1.6k views
    • 
    • masteff
    • March 18, 2013

19. Refund of Prior Year 401K Deferral

    By Guest Amana, March 14, 2013
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • March 16, 2013

20. Short initial year limitations

    By Flyboyjohn, March 14, 2013
    • 5 replies
    • 5.5k views
    • 
    • Flyboyjohn
    • March 15, 2013

21. Deduction Limit in Multiple Employer Plan with new Adopter

    By RPP2001, March 13, 2013
    • 3 replies
    • 1.3k views
    • 
    • Flyboyjohn
    • March 14, 2013

22. Loan Refi's if Loan Program discontinued

    By austin3515, March 14, 2013
    • 1 reply
    • 985 views
    • 
    • Belgarath
    • March 14, 2013

23. Compensation & withholding

    By R. Butler, March 13, 2013
    • 3 replies
    • 1.1k views
    • 
    • QDROphile
    • March 13, 2013

24. controlled group determination

    By Chippy, March 8, 2013
    • 3 replies
    • 1.1k views
    • 
    • Chippy
    • March 13, 2013

25. Savers Credit

    By austin3515, March 12, 2013
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • March 13, 2013

26. Age Weighted Match?

    By KateSmithPA, December 5, 2012
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 12, 2013

27. Transfers from 401(k) to HSA?

    By Jim Chad, March 11, 2013
    • 4 replies
    • 5.6k views
    • 
    • Jim Chad
    • March 11, 2013

28. Failed ACP refund - forfeiture or refund?

    By Santo Gold, October 2, 2012
    • 16 replies
    • 13.4k views
    • 
    • imchipbrown
    • March 11, 2013

29. Top 20% Calculation

    By justatester, March 8, 2013   

    • Impact with an asset sale
    • 1 reply
    • 1.9k views
    • 
    • 12AX7
    • March 9, 2013

30. Definition of Compensation to be used include or exclude disability payments?

    By Bruddah Kimo, March 8, 2013
    • 2 replies
    • 2.5k views
    • 
    • PensionPro
    • March 8, 2013

31. Enhanced SH match of 125 % on 6%

    By Jim Chad, March 8, 2013
    • 7 replies
    • 3.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 8, 2013

32. 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

33. Comp ratio test-HCE Top 20% limit

    By Guest JackR, February 18, 2013
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • March 8, 2013

34. Safe Harbor and Non Safe Harbor Plan

    By Dougsbpc, March 8, 2013
    • 1 reply
    • 2.8k views
    • 
    • Tom Poje
    • March 8, 2013

35. 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

36. Failed ADP Partner deferral not deposited yet

    By SheilaD, March 7, 2013
    • 0 replies
    • 1k views
    • 
    • SheilaD
    • March 7, 2013

37. Benefits, Rights, and Features

    By Guest ghenson08, December 11, 2012
    • 19 replies
    • 4.9k views
    • 
    • Guest
    • March 7, 2013

38. Top Paid Election and ADP Test

    By cpc0506, March 5, 2013
    • 12 replies
    • 4.7k views
    • 
    • BG5150
    • March 7, 2013

39. Controlled Group - Participant balance transfer

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

40. Separate Record Keeping

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

41. Beneficiary

    By Guest A_Dude, March 6, 2013   

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

42. Allocation of Corrective QNEC (missed deferrals)

    By 401QUE, November 15, 2012
    • 14 replies
    • 14.7k views
    • 
    • Guest
    • March 5, 2013

43. Can current participants be amended out of the plan

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

44. Commissions paid later

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

45. 401 kamounts

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

46. eligibility question

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

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

    By Guest jvajj, March 1, 2013   

    • Fee Disclosure
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 1, 2013

48. 1099-R on Roth 401k excess deferral

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

49. Death of Participant and 401k Contribution

    By Dazednconfused, February 27, 2013
    • 5 replies
    • 12.2k views
    • 
    • masteff
    • February 27, 2013

50. surrender charges not restorative payment but ER contribution

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