401(k) Plans

19,321 topics in this forum

1. Nonqual Distribution from Roth 401k

   By austin3515, November 3, 2012
   • 2 replies
   • 845 views
   • 
   • masteff
   • November 3, 2012

2. Master Trust

   By jpod, November 2, 2012
   • 6 replies
   • 2.3k views
   • 
   • austin3515
   • November 7, 2012

3. Merging 401(k) Plans

   By Guest JPIngold, November 2, 2012
   • 2 replies
   • 1.3k views
   • 
   • QDROphile
   • November 2, 2012

4. Reverse Borrowing/Shifting

   By justatester, November 2, 2012
   • 6 replies
   • 1.8k views
   • 
   • Tom Poje
   • November 5, 2012

5. QNEC Distribution

   By Guest arihalli, November 1, 2012
   • 5 replies
   • 3.2k views
   • 
   • Guest
   • November 6, 2012

6. Prohibited Transactions

   By Guest Pippy, November 1, 2012
   • 10 replies
   • 1.7k views
   • 
   • Guest
   • November 5, 2012

7. Leaving an Open MEP

   By Jennifer D., November 1, 2012
   • 10 replies
   • 4.4k views
   • 
   • Peanut Butter Man
   • November 1, 2012

8. USERRA

   By Nassau, October 31, 2012
   • 3 replies
   • 2.1k views
   • 
   • GMK
   • October 31, 2012

9. Real Estate LP in an onwner only 401(k) Plan

   By Jim Chad, October 31, 2012
   • 6 replies
   • 1.1k views
   • 
   • PensionPro
   • November 2, 2012

10. Union Plan - Union Covers all Full-Time Ee;s

    By austin3515, October 27, 2012
    • 8 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • November 5, 2012

11. Multiple Employer plan testing

    By B21, October 26, 2012
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • October 26, 2012

12. Plan Termination Checklist

    By Guest CoffeePlease24, October 26, 2012
    • 9 replies
    • 4.9k views
    • 
    • Guest
    • December 17, 2012

13. Loan Refinance

    By Guest Hgreer, October 25, 2012
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 26, 2012

14. Auto Enroll Notice - Default Invesment

    By DTH, October 25, 2012
    • 2 replies
    • 964 views
    • 
    • DTH
    • October 31, 2012

15. HCE/Key Employee Only Plan

    By Guest Brian Anderson, October 25, 2012
    • 4 replies
    • 1.8k views
    • 
    • chc93
    • October 25, 2012

16. Two Plans under same Employer

    By cpc0506, October 25, 2012
    • 4 replies
    • 2.1k views
    • 
    • PensionPro
    • October 25, 2012

17. Vesting Breaks in Service

    By Nassau, October 25, 2012
    • 2 replies
    • 1.1k views
    • 
    • GMK
    • October 25, 2012

18. Form 5330

    By 12AX7, October 23, 2012
    • 14 replies
    • 2.6k views
    • 
    • 12AX7
    • October 25, 2012

19. Very quick question regarding vesting and terminated participants and NRA?

    By Lori H, October 22, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • October 22, 2012

20. Limitation on Allocation Rates

    By austin3515, October 22, 2012
    • 1 reply
    • 857 views
    • 
    • Kevin C
    • October 22, 2012

21. 401K Excluded Groups

    By Guest DHouse, October 21, 2012
    • 1 reply
    • 1.3k views
    • 
    • Bill Presson
    • October 21, 2012

22. Can current participants be amended out of the plan

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

23. PS plan excesses

    By cpc0506, October 19, 2012
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • October 26, 2012

24. Match contribution not capped at Annual Contribution Limit

    By Guest Powers, October 19, 2012
    • 1 reply
    • 841 views
    • 
    • ETA Consulting LLC
    • October 19, 2012

25. Loan Default

    By Guest elang, October 19, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • October 19, 2012

26. TPA experience with working with Guardian

    By Guest Diane DuFresne, October 18, 2012
    • 1 reply
    • 934 views
    • 
    • A Shot in the Dark
    • October 18, 2012

27. penalty for late 8955SSA?

    By Jim Chad, October 18, 2012
    • 3 replies
    • 1k views
    • 
    • K2retire
    • October 18, 2012

28. auto enrollment and rehires

    By K2retire, October 17, 2012
    • 3 replies
    • 4.9k views
    • 
    • BG5150
    • October 18, 2012

29. 401K and DB 415 limit

    By pgold, October 17, 2012
    • 2 replies
    • 964 views
    • 
    • rcline46
    • October 17, 2012

30. off calendar year ADP testing

    By EBDI, October 16, 2012
    • 10 replies
    • 3.8k views
    • 
    • Kevin C
    • October 22, 2012

31. 401(k) 3% nonelective

    By Belgarath, October 16, 2012
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • October 17, 2012

32. 401(k) Contributions from Cash Back

    By PensionPro, October 15, 2012
    • 20 replies
    • 3.1k views
    • 
    • Bird
    • October 17, 2012

33. After Tax and Match

    By justatester, October 15, 2012
    • 6 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • October 15, 2012

34. Non-US Citizens in 401k Plan

    By CLE401kGuy, October 15, 2012
    • 4 replies
    • 13.9k views
    • 
    • ESOP Guy
    • October 15, 2012

35. Allocation vs Accural For ABT & General Test

    By justatester, October 12, 2012
    • 2 replies
    • 3.5k views
    • 
    • Mike Preston
    • October 13, 2012

36. Merger/Acquisitions

    By Nassau, October 12, 2012
    • 2 replies
    • 2.3k views
    • 
    • Tom Poje
    • October 26, 2012

37. Proper 401K plan entry date in TPA records?

    By Guest 410b, October 11, 2012
    • 12 replies
    • 6.9k views
    • 
    • Guest
    • October 13, 2012

38. Traditional Safe Harbor Match

    By Nassau, October 11, 2012
    • 0 replies
    • 1k views
    • 
    • Nassau
    • October 11, 2012

39. Applying for a Determination Letter

    By fiona1, October 11, 2012
    • 0 replies
    • 875 views
    • 
    • fiona1
    • October 11, 2012

40. Loan Cure Period

    By Guest andmik, October 10, 2012
    • 11 replies
    • 12.6k views
    • 
    • MoJo
    • October 11, 2012

41. QNEC Explanation

    By dmwe, October 10, 2012
    • 5 replies
    • 2.6k views
    • 
    • dmwe
    • October 25, 2012

42. Plan merger and last day rule

    By 30Rock, October 9, 2012
    • 0 replies
    • 1k views
    • 
    • 30Rock
    • October 9, 2012

43. SPD Amendment For Window?

    By ERISA-Bubs, October 9, 2012
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2012

44. top heavy and family aggregation

    By Guest erisalady, October 9, 2012
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 9, 2012

45. 401(k) deposit check lost in mail, ultimately late, can it be excused?

    By TPApril, October 6, 2012
    • 7 replies
    • 7.2k views
    • 
    • austin3515
    • October 9, 2012

46. Foreign Beneficiary on a US 401(k) Plan

    By Guest LStein, October 4, 2012
    • 4 replies
    • 2.4k views
    • 
    • mbozek
    • October 10, 2012

47. HCE determination for short plan year for partnership

    By AKconsult, October 4, 2012
    • 2 replies
    • 1.9k views
    • 
    • ETA Consulting LLC
    • October 4, 2012

48. 402(g) limit

    By K-t-F, October 3, 2012
    • 9 replies
    • 4.7k views
    • 
    • Peter Gulia
    • April 13, 2020

49. 401k 3% safe harbor qnec

    By Guest Susan M., October 3, 2012
    • 10 replies
    • 3.8k views
    • 
    • 12AX7
    • October 4, 2012

50. Amend SH 401(k) Plan During Year

    By JRN, October 2, 2012
    • 13 replies
    • 7.6k views
    • 
    • James B
    • March 20, 2013