401(k) Plans

19,275 topics in this forum

1. HCE determination for short plan year for partnership

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

2. 402(g) limit

   By K-t-F, October 3, 2012
   • 9 replies
   • 4.5k views
   • 
   • Peter Gulia
   • April 13, 2020

3. 401k 3% safe harbor qnec

   By Guest Susan M., October 3, 2012
   • 10 replies
   • 3.7k views
   • 
   • 12AX7
   • October 4, 2012

4. Amend SH 401(k) Plan During Year

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

5. new investment provider/deposits

   By pmacduff, October 2, 2012
   • 11 replies
   • 1.4k views
   • 
   • MoJo
   • October 3, 2012

6. employee after tax contributions

   By K2retire, October 2, 2012
   • 1 reply
   • 769 views
   • 
   • ETA Consulting LLC
   • October 2, 2012

7. Failed ACP refund - forfeiture or refund?

   By Santo Gold, October 2, 2012
   • 16 replies
   • 13k views
   • 
   • imchipbrown
   • March 11, 2013

8. Deminimus for RMD's ?

   By Jim Chad, October 2, 2012
   • 5 replies
   • 1.5k views
   • 
   • ETA Consulting LLC
   • October 2, 2012

9. MPP vs 403(b)

   By justatester, October 1, 2012
   • 2 replies
   • 1.2k views
   • 
   • Tom Poje
   • October 2, 2012

10. Wierd Match

    By PFranckowiak, October 1, 2012
    • 3 replies
    • 973 views
    • 
    • Guest
    • October 2, 2012

11. Shifting if ADP Fails

    By austin3515, October 1, 2012
    • 7 replies
    • 3.1k views
    • 
    • Tom Poje
    • October 2, 2012

12. Nondiscrimination testing

    By holdco, October 1, 2012
    • 3 replies
    • 2.7k views
    • 
    • Mike Preston
    • October 1, 2012

13. IRS website Help please

    By Jim Chad, September 28, 2012
    • 5 replies
    • 1k views
    • 
    • Belgarath
    • October 1, 2012

14. Statutory Entry Requirements

    By emmetttrudy, September 28, 2012
    • 10 replies
    • 5.1k views
    • 
    • BG5150
    • October 1, 2012

15. 410b coverage testing when plan is amended

    By AKconsult, September 28, 2012
    • 0 replies
    • 1.1k views
    • 
    • AKconsult
    • September 28, 2012

16. Disability Payments into a 401(k) Plan

    By AJ North, September 28, 2012
    • 0 replies
    • 981 views
    • 
    • AJ North
    • September 28, 2012

17. Return of Auto Deferral Contribution

    By Guest SLBRB, September 28, 2012
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • October 2, 2012

18. General Test

    By justatester, September 28, 2012
    • 2 replies
    • 1.4k views
    • 
    • justatester
    • September 28, 2012

19. Participant Distribution & QDRO

    By Guest davsun, September 27, 2012
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • September 28, 2012

20. Failure under 410(b) Nondiscrimination Testing

    By holdco, September 27, 2012
    • 3 replies
    • 2.1k views
    • 
    • holdco
    • September 28, 2012

21. 401(k) converting to a 403(b)

    By Guest Eagle54, September 27, 2012
    • 6 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • September 28, 2012

22. Hardship Limitations

    By PainPA, September 27, 2012
    • 3 replies
    • 1.2k views
    • 
    • PainPA
    • September 28, 2012

23. obvious controlled group?

    By gregburst, September 27, 2012
    • 5 replies
    • 966 views
    • 
    • Mike Preston
    • September 28, 2012

24. Aggregation

    By Guest elang, September 26, 2012
    • 4 replies
    • 1k views
    • 
    • Lou S.
    • September 28, 2012

25. When can we start another 401(k) Plan?

    By Jim Chad, September 25, 2012
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • September 25, 2012

26. Can an employer deposit 401k early?

    By TBob, September 25, 2012
    • 2 replies
    • 2k views
    • 
    • Kevin C
    • September 25, 2012

27. Cash out 401k keep loan active?

    By Guest HRNewb, September 25, 2012
    • 1 reply
    • 1k views
    • 
    • MoJo
    • September 25, 2012

28. freezing a safe harbor 401(k) plan

    By R. Butler, September 24, 2012
    • 1 reply
    • 3.1k views
    • 
    • Kevin C
    • September 27, 2012

29. Deferring on non-cash items

    By fiona1, September 24, 2012
    • 4 replies
    • 1.9k views
    • 
    • david rigby
    • September 24, 2012

30. controlled group; self-employed

    By pmacduff, September 24, 2012
    • 8 replies
    • 2.9k views
    • 
    • pmacduff
    • September 25, 2012

31. Safe harbor 401(k) plans mid-year amendments

    By Belgarath, September 24, 2012
    • 2 replies
    • 1.7k views
    • 
    • Belgarath
    • September 24, 2012

32. Suspending loan payment while on leave of absence?

    By Guest A_Dude, September 20, 2012
    • 5 replies
    • 6.1k views
    • 
    • Guest
    • September 21, 2012

33. 401k part owner not participating in plan

    By tertue, September 20, 2012
    • 7 replies
    • 2.6k views
    • 
    • ETA Consulting LLC
    • September 20, 2012

34. multiple 401k plans same employer

    By Gary, September 19, 2012
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • September 20, 2012

35. 204(h) Notice

    By Guest Eagle54, September 19, 2012
    • 3 replies
    • 3.1k views
    • 
    • AKconsult
    • September 21, 2012

36. Late 401(k) deposits & Payroll date

    By TPApril, September 19, 2012
    • 7 replies
    • 1.4k views
    • 
    • ESOP Guy
    • November 1, 2012

37. terminated employee

    By Gary, September 19, 2012
    • 2 replies
    • 1.1k views
    • 
    • Gary
    • September 19, 2012

38. Board Resolution signature date

    By Benefits 101, September 18, 2012
    • 6 replies
    • 4.3k views
    • 
    • Bird
    • September 19, 2012

39. Family Attribution - Owner elects out of plan

    By jmartin, September 18, 2012
    • 2 replies
    • 939 views
    • 
    • BG5150
    • September 18, 2012

40. Severance--12 months of no 401k deferrals

    By Oh so SIMPLE, September 17, 2012
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • September 18, 2012

41. Top Heavy Minimum and funding of PY PS in not top heavy plan year

    By legort69, September 16, 2012
    • 2 replies
    • 1k views
    • 
    • BG5150
    • September 17, 2012

42. 401(k) Buy/Sell Program for Employer Stock

    By ERISA25, September 16, 2012
    • 10 replies
    • 1.3k views
    • 
    • Guest
    • September 26, 2012

43. 401K contributions for LLC

    By thepensionmaven, September 14, 2012
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • September 15, 2012

44. Overpayment / EPCRS

    By austin3515, September 14, 2012
    • 3 replies
    • 1.9k views
    • 
    • SheilaD
    • September 15, 2012

45. Made up social security numbers

    By Jim Chad, September 14, 2012
    • 2 replies
    • 932 views
    • 
    • Jim Chad
    • September 14, 2012

46. Excess life insurance included in definition of compensation?

    By kwalified, September 13, 2012
    • 4 replies
    • 2.9k views
    • 
    • kwalified
    • September 17, 2012

47. Inadvertent Distribution from Roth Account

    By ERISA25, September 13, 2012
    • 5 replies
    • 1.3k views
    • 
    • BG5150
    • September 14, 2012

48. 401k withholding on a 409A distribution

    By Guest ghal, September 13, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • September 13, 2012

49. Private Placement in 401(k) Plan

    By Jim Chad, September 13, 2012
    • 5 replies
    • 2.4k views
    • 
    • K2retire
    • September 14, 2012

50. Brokerage accounts (again)

    By Bird, September 13, 2012
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • September 14, 2012