401(k) Plans

19,365 topics in this forum

1. Vesting and Rehires

   By AJ North, January 31, 2013
   • 3 replies
   • 4.9k views
   • 
   • AJ North
   • February 1, 2013

2. safe harbor maybe

   By cpc0506, January 31, 2013
   • 5 replies
   • 2.9k views
   • 
   • Kevin C
   • January 31, 2013

3. Plan Compensation and HSA premiums

   By Dougsbpc, January 29, 2013
   • 9 replies
   • 7k views
   • 
   • QDROphile
   • January 31, 2013

4. Loan payments for termed ee's

   By WCC, January 30, 2013
   • 15 replies
   • 2.1k views
   • 
   • Tom Poje
   • January 31, 2013

5. Independent Contractor

   By ERISA25, January 30, 2013
   • 2 replies
   • 1.6k views
   • 
   • QDROphile
   • January 30, 2013

6. Testing in Non Profit 401(k) Plan

   By Guest Jay345, January 30, 2013
   • 2 replies
   • 942 views
   • 
   • Guest
   • January 30, 2013

7. Affiliated Service Group A-Org Group?

   By Guest mary99, January 29, 2013   

   • Affiliated Service Group
   • Controlled Group
   • (and 2 more)

     Tagged with:

     • Affiliated Service Group
     • Controlled Group
     • A-Org
     • Compensation
   • 3 replies
   • 2k views
   • 
   • ETA Consulting LLC
   • January 30, 2013

8. No beneficiary

   By Guest Hgreer, January 30, 2013
   • 2 replies
   • 1.1k views
   • 
   • masteff
   • January 30, 2013

9. Off Calendar Plans

   By justatester, January 28, 2013   

   • Calendar vs Plan Year
   • 8 replies
   • 3.7k views
   • 
   • ETA Consulting LLC
   • January 29, 2013

10. Self-Correction

    By Belgarath, January 28, 2013   

    • Catch-up eligible
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • January 28, 2013

11. Custodian policies on transferring assets

    By MSN, January 25, 2013
    • 2 replies
    • 1k views
    • 
    • ETA Consulting LLC
    • January 28, 2013

12. "Advanced" plan consulting (seminars / training resources?)

    By 401QUE, January 24, 2013
    • 4 replies
    • 1.4k views
    • 
    • 401QUE
    • January 25, 2013

13. Form 5330

    By CLE401kGuy, January 24, 2013
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • January 25, 2013

14. HCE Determination - "Compensation" for Rehired Employee

    By Übernerd, January 23, 2013   

    • Nondiscrimination
    • compensation
    • (and 1 more)

      Tagged with:

      • Nondiscrimination
      • compensation
      • HCE
    • 5 replies
    • 3.2k views
    • 
    • Übernerd
    • January 24, 2013

15. Short Plan year - catch up?

    By PFranckowiak, January 24, 2013
    • 5 replies
    • 1.8k views
    • 
    • PFranckowiak
    • January 24, 2013

16. De Minimis Corrections for Late Deferral/Loan Repayments

    By LANDO, January 16, 2013
    • 13 replies
    • 3.6k views
    • 
    • LANDO
    • January 24, 2013

17. Short plan year vesting

    By pmacduff, January 24, 2013
    • 1 reply
    • 2.1k views
    • 
    • ETA Consulting LLC
    • January 24, 2013

18. eligibility for a rehired employee

    By EBDI, January 22, 2013
    • 4 replies
    • 3.1k views
    • 
    • EBDI
    • January 24, 2013

19. In-plan Roth TRANSFERS

    By Guest Mo', January 24, 2013   

    • Roth Transfers 1099-R 2013
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 24, 2013

20. Average Benefits Test

    By Guest guest809, January 24, 2013   

    • ABTABPT
    • coverage test
    • (and 3 more)

      Tagged with:

      • ABTABPT
      • coverage test
      • controlled group
      • merger
      • M/A
    • 1 reply
    • 2.7k views
    • 
    • ETA Consulting LLC
    • January 24, 2013

21. Compensation and Safe Harbor Match

    By Susan S., January 23, 2013
    • 4 replies
    • 2.1k views
    • 
    • Susan S.
    • January 24, 2013

22. Medical Loss Ratio (MLR) rebates

    By fiona1, August 14, 2012
    • 2 replies
    • 2.8k views
    • 
    • dcoderre
    • January 24, 2013

23. ACP refund processed and later determined too much was distributed

    By RPP2001, December 22, 2010
    • 7 replies
    • 2.3k views
    • 
    • BG5150
    • January 23, 2013

24. LLC deferrals into a 401(k)

    By Lori H, January 17, 2013   

    • deposits by members
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • January 23, 2013

25. Insurance in Plan

    By cpc0506, January 18, 2013
    • 13 replies
    • 2.1k views
    • 
    • ETA Consulting LLC
    • January 23, 2013

26. Amend SH Plan When Maybe Notice Issued

    By Rob P, January 22, 2013
    • 0 replies
    • 1.2k views
    • 
    • Rob P
    • January 22, 2013

27. Puerto Rico Plans & Benefits, Rights & Features Testing

    By RRB, January 22, 2013
    • 0 replies
    • 1.1k views
    • 
    • RRB
    • January 22, 2013

28. ADP Refund options

    By 401king, January 22, 2013
    • 1 reply
    • 878 views
    • 
    • BG5150
    • January 22, 2013

29. Limitations On Allocation Rates

    By austin3515, January 18, 2013
    • 9 replies
    • 1.6k views
    • 
    • austin3515
    • January 22, 2013

30. State Levy on 401(k) Account?

    By CJS07, January 21, 2013   

    • State of Massachusetts
    • 4 replies
    • 3.6k views
    • 
    • Mike Preston
    • January 21, 2013

31. Is some of the interest on deemed loan taxable when account is all paid out?

    By Jim Chad, January 18, 2013
    • 3 replies
    • 1k views
    • 
    • BG5150
    • January 18, 2013

32. plan compensation

    By mehmgo, January 15, 2013
    • 6 replies
    • 2.9k views
    • 
    • Kevin C
    • January 18, 2013

33. Two plans - one brokerage account

    By BFree, February 26, 2003
    • 14 replies
    • 2.8k views
    • 
    • Guest
    • January 17, 2013

34. Late Deposits as a Result of Investment Firm Error?

    By Leopurrd, October 31, 2005
    • 10 replies
    • 1.9k views
    • 
    • LANDO
    • January 16, 2013

35. Simultaneous Loan & Hardship

    By Guest Hunter401k, January 15, 2013
    • 7 replies
    • 2.3k views
    • 
    • K2retire
    • January 16, 2013

36. Safe Harbor Plan and calculation of match

    By 30Rock, January 2, 2013
    • 2 replies
    • 1.5k views
    • 
    • 30Rock
    • January 15, 2013

37. 404a5 notice for loans

    By cpc0506, January 14, 2013
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • January 14, 2013

38. service provider disclosure (notice of changes)

    By k man, January 14, 2013
    • 0 replies
    • 837 views
    • 
    • k man
    • January 14, 2013

39. Forfeiture account and expense

    By retbenser, January 13, 2013
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 13, 2013

40. 401k death distribution, life insurance, RMD & 1099r

    By SusanKD, January 11, 2013
    • 2 replies
    • 3.4k views
    • 
    • mbozek
    • January 12, 2013

41. Eligibility

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

42. Controlled Group

    By Guest JanB, January 11, 2013
    • 2 replies
    • 1k views
    • 
    • MoJo
    • January 11, 2013

43. Pro Rata QNEC and Bottom Up QNEC

    By austin3515, January 9, 2013
    • 6 replies
    • 3.8k views
    • 
    • MoShawn
    • January 11, 2013

44. 415 and other limits

    By Guest Tesla, January 10, 2013
    • 8 replies
    • 2.8k views
    • 
    • BG5150
    • January 11, 2013

45. In-Plan Roth Rollover and Withholding

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

46. 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
    • 1.6k views
    • 
    • david rigby
    • January 10, 2013

47. controlled group testing

    By K2retire, January 8, 2013
    • 4 replies
    • 2.2k views
    • 
    • ETA Consulting LLC
    • January 9, 2013

48. Nonbenefits employees

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

49. Merger of Safe Harbor plan to non safe harbor

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

50. 408(b)(2) Fee Disclosure

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