401(k) Plans

19,382 topics in this forum

1. Profit Sharing Calculation

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

2. W2 compensation

   By Guest ppapdx, February 11, 2013   

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

3. 401(k) Hardship Distributions

   By Guest marykd, February 9, 2013   

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

4. correcting excess deferrals after April 15

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

5. Affiliated Service Group

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

6. Restitution from an embezzler

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

7. Ineligible Ee

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

8. Union business owner

   By Guest clar7490, February 6, 2013   

   • Union owner in non union plan
   • 1 reply
   • 1.7k views
   • 
   • ETA Consulting LLC
   • February 7, 2013

9. EPCRS

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

10. offering hedge funds in a 401k

    By Guest xerty, June 8, 2008
    • 8 replies
    • 5.1k views
    • 
    • austin3515
    • February 6, 2013

11. 415 limits and off plan years

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

12. Short Plan Year

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

13. Small Accounts-Distribution Fees

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

14. new company, same 401k

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

15. Pro-Rata Allocation and Gateway Test

    By emmetttrudy, January 30, 2013
    • 32 replies
    • 10.1k views
    • 
    • chc93
    • February 4, 2013

16. Catch-up Rechartization after Failed ADP

    By Guest A_Dude, February 1, 2013   

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

17. New Plan Year to add Safe Harbor

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

18. delayed start of ACA

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

19. Vesting and Rehires

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

20. safe harbor maybe

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

21. Plan Compensation and HSA premiums

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

22. Loan payments for termed ee's

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

23. Independent Contractor

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

24. Testing in Non Profit 401(k) Plan

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

25. 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

26. No beneficiary

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

27. Off Calendar Plans

    By justatester, January 28, 2013   

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

28. Self-Correction

    By Belgarath, January 28, 2013   

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

29. Custodian policies on transferring assets

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

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

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

31. Form 5330

    By CLE401kGuy, January 24, 2013
    • 1 reply
    • 1.2k views
    • 
    • ESOP Guy
    • January 25, 2013

32. 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

33. Short Plan year - catch up?

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

34. De Minimis Corrections for Late Deferral/Loan Repayments

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

35. Short plan year vesting

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

36. eligibility for a rehired employee

    By EBDI, January 22, 2013
    • 4 replies
    • 3.2k views
    • 
    • EBDI
    • January 24, 2013

37. In-plan Roth TRANSFERS

    By Guest Mo', January 24, 2013   

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

38. 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

39. Compensation and Safe Harbor Match

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

40. Medical Loss Ratio (MLR) rebates

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

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

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

42. LLC deferrals into a 401(k)

    By Lori H, January 17, 2013   

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

43. Insurance in Plan

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

44. Amend SH Plan When Maybe Notice Issued

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

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

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

46. ADP Refund options

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

47. Limitations On Allocation Rates

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

48. State Levy on 401(k) Account?

    By CJS07, January 21, 2013   

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

49. 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

50. plan compensation

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