401(k) Plans

19,492 topics in this forum

1. Coverage Testing in a 401(k) Safe Harbor Integrated Profit Sharing Plan

   By Guest rmwright, March 24, 2004
   • 22 replies
   • 9.7k views
   • 
   • EBDI
   • April 10, 2013

2. 415 Comp / Back Wages

   By austin3515, April 10, 2013
   • 2 replies
   • 3.7k views
   • 
   • austin3515
   • April 10, 2013

3. Military leave - loan provision

   By AKconsult, April 9, 2013
   • 0 replies
   • 956 views
   • 
   • AKconsult
   • April 9, 2013

4. Ratio % test means we're home free?

   By Flyboyjohn, April 8, 2013
   • 7 replies
   • 1.9k views
   • 
   • rcline46
   • April 9, 2013

5. Sole Proprietorships all adopting the plan?

   By jkharvey, April 2, 2013
   • 5 replies
   • 2.1k views
   • 
   • Kevin C
   • April 8, 2013

6. Control Group question when a trust is an owner

   By cpc0506, April 8, 2013
   • 4 replies
   • 2.1k views
   • 
   • masteff
   • April 8, 2013

7. Impact of Enhanced Vesting Schedule on Terminated Participants

   By 401 Chaos, March 22, 2010
   • 5 replies
   • 3.5k views
   • 
   • Guest
   • April 5, 2013

8. Missed RMD

   By cpc0506, January 19, 2011
   • 6 replies
   • 5.4k views
   • 
   • TPApril
   • April 4, 2013

9. Roth in plan conversion

   By Santo Gold, April 4, 2013
   • 1 reply
   • 1.2k views
   • 
   • K2retire
   • April 4, 2013

10. Distribution Fee for Small Balance

    By pixmax, April 3, 2013
    • 12 replies
    • 7.7k views
    • 
    • Bill Presson
    • April 4, 2013

11. Entity type in Document

    By cpc0506, April 2, 2013
    • 7 replies
    • 2k views
    • 
    • Bird
    • April 4, 2013

12. Annual Recordkeeping Fees

    By Nassau, April 3, 2013   

    • Splitting
    • Cost
    • 5 replies
    • 2.2k views
    • 
    • Peter Gulia
    • April 3, 2013

13. Weighted Average for ADP for Permissive Aggregation

    By MLML, April 2, 2013
    • 2 replies
    • 2.2k views
    • 
    • Tom Poje
    • April 3, 2013

14. 401(k) Loan to purchase a foreign property

    By Guest Hgreer, April 2, 2013   

    • 401(k) Loan
    • 4 replies
    • 3.7k views
    • 
    • 12AX7
    • April 2, 2013

15. HCE Determination

    By Guest tjt169, April 2, 2013
    • 1 reply
    • 1.2k views
    • 
    • 12AX7
    • April 2, 2013

16. Definition of Compensation

    By austin3515, March 29, 2013
    • 9 replies
    • 3k views
    • 
    • austin3515
    • April 2, 2013

17. Key Man Insurance in PS/(k) Plan

    By 12AX7, September 15, 2011
    • 11 replies
    • 2.4k views
    • 
    • Bird
    • April 2, 2013

18. Automatic Contribution Arrangement expiration

    By Guest Jones01, March 29, 2013
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 29, 2013

19. Pooled Account w Ppt discretion

    By Guest GinaD, March 28, 2013   

    • pooled account
    • gains
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 29, 2013

20. ADP test failure after 3/15/13 deadline

    By doombuggy, March 28, 2013
    • 2 replies
    • 1.9k views
    • 
    • 12AX7
    • March 28, 2013

21. correcting erroneous deposits

    By EBDI, March 27, 2013
    • 1 reply
    • 1.8k views
    • 
    • Jim Chad
    • March 28, 2013

22. Discretionary Match missed

    By imchipbrown, March 27, 2013
    • 1 reply
    • 1.1k views
    • 
    • ESOP Guy
    • March 28, 2013

23. Max Loan Amount

    By goldtpa, March 27, 2013
    • 2 replies
    • 1.3k views
    • 
    • 12AX7
    • March 28, 2013

24. Over 65 but still employed...how to withdrawal funds?

    By Guest tryathlons, March 27, 2013
    • 3 replies
    • 4.1k views
    • 
    • david rigby
    • March 27, 2013

25. An after-tax 401(k) account.

    By joel, March 26, 2013
    • 2 replies
    • 1.1k views
    • 
    • joel
    • March 27, 2013

26. When does eligible compensation start?

    By AlbanyConsultant, March 27, 2013
    • 1 reply
    • 1.6k views
    • 
    • Bill Presson
    • March 27, 2013

27. Discriminatory Matching Formula?

    By WesleyT, March 26, 2013
    • 3 replies
    • 2.3k views
    • 
    • MWeddell
    • March 26, 2013

28. top heavy and former key employee

    By chc93, March 26, 2013
    • 2 replies
    • 3k views
    • 
    • chc93
    • March 26, 2013

29. What year is it taxable?

    By Guest A_Dude, March 25, 2013   

    • 401(k) refund after rollover
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • March 26, 2013

30. Excluding employees from eligibilty in plan provisions for small PSP

    By Lori H, March 26, 2013
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • March 26, 2013

31. Minimum funding requirement applicable to sole-participant plan?

    By Guest 401(k) newbie, March 25, 2013
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • March 25, 2013

32. 415(c) excess refund prior to April 15 - what year taxed?

    By Pixie, March 22, 2013   

    • 415(c)
    • 5 replies
    • 4.6k views
    • 
    • Doghouse
    • March 25, 2013

33. Forfeitures for Plan Expenses

    By austin3515, March 23, 2013
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • March 25, 2013

34. Roth

    By goldtpa, February 15, 2013
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • March 22, 2013

35. Multiple Employer spin-off - Safe Harbor

    By PMC, February 1, 2011
    • 2 replies
    • 3.2k views
    • 
    • Benefits to all
    • March 22, 2013

36. Multiple Employer to Single Employer SH

    By Benefits to all, March 22, 2013
    • 0 replies
    • 1.1k views
    • 
    • Benefits to all
    • March 22, 2013

37. Nonelective Safe Harbor and Integration

    By Dougsbpc, March 21, 2013
    • 3 replies
    • 1.3k views
    • 
    • 12AX7
    • March 22, 2013

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

    By Guest Amy Marie, March 20, 2013
    • 3 replies
    • 2.2k views
    • 
    • masteff
    • March 21, 2013

39. ADP/ACP refund check was lost

    By Guest ppapdx, March 20, 2013
    • 2 replies
    • 2.1k views
    • 
    • Bird
    • March 21, 2013

40. Amending Standardized Plan

    By austin3515, March 21, 2013
    • 8 replies
    • 1.4k views
    • 
    • austin3515
    • March 21, 2013

41. ADP corrective distributions for wrong amount

    By DMcGovern, March 20, 2013
    • 0 replies
    • 1k views
    • 
    • DMcGovern
    • March 20, 2013

42. Blowing up a SIMPLE 401(k)

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

43. Amend SH 401(k) Plan During Year

    By JRN, October 2, 2012
    • 13 replies
    • 8.2k views
    • 
    • James B
    • March 20, 2013

44. 401(k) custodian cut off new participants from participation

    By GrammieMame, March 18, 2013
    • 7 replies
    • 1.6k views
    • 
    • Bird
    • March 20, 2013

45. Top Heavy Minimum for Terminating Plan

    By Guest RayLovesTrini*, March 19, 2013
    • 2 replies
    • 2.3k views
    • 
    • Tom Poje
    • March 19, 2013

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

    By BeanCounterBlues, March 18, 2013
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • March 19, 2013

47. Participant Security

    By austin3515, March 18, 2013
    • 15 replies
    • 1.7k views
    • 
    • austin3515
    • March 18, 2013

48. maximum interest rate on participant loan

    By Earl, March 16, 2013
    • 7 replies
    • 1.8k views
    • 
    • masteff
    • March 18, 2013

49. Refund of Prior Year 401K Deferral

    By Guest Amana, March 14, 2013
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • March 16, 2013

50. Short initial year limitations

    By Flyboyjohn, March 14, 2013
    • 5 replies
    • 5.7k views
    • 
    • Flyboyjohn
    • March 15, 2013