401(k) Plans

19,382 topics in this forum

1. Two plans - one brokerage account

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

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

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

3. Simultaneous Loan & Hardship

   By Guest Hunter401k, January 15, 2013
   • 7 replies
   • 2.4k views
   • 
   • K2retire
   • January 16, 2013

4. Safe Harbor Plan and calculation of match

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

5. 404a5 notice for loans

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

6. service provider disclosure (notice of changes)

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

7. Forfeiture account and expense

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

8. 401k death distribution, life insurance, RMD & 1099r

   By SusanKD, January 11, 2013
   • 2 replies
   • 3.5k views
   • 
   • mbozek
   • January 12, 2013

9. Eligibility

   By Guest andmik, January 8, 2013
   • 7 replies
   • 1.7k views
   • 
   • rcline46
   • January 11, 2013

10. Controlled Group

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

11. Pro Rata QNEC and Bottom Up QNEC

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

12. 415 and other limits

    By Guest Tesla, January 10, 2013
    • 8 replies
    • 2.9k views
    • 
    • BG5150
    • January 11, 2013

13. In-Plan Roth Rollover and Withholding

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

14. 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

15. controlled group testing

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

16. Nonbenefits employees

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

17. Merger of Safe Harbor plan to non safe harbor

    By Guest Mk9522, November 29, 2012
    • 7 replies
    • 5.5k views
    • 
    • justatester
    • January 7, 2013

18. 408(b)(2) Fee Disclosure

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

19. Pre-Entry Date Compensation

    By Nassau, January 4, 2013   

    • Safe Harbor Contributions
    • 1 reply
    • 4.7k views
    • 
    • Jim Chad
    • January 5, 2013

20. Employer Stock

    By cs771, January 4, 2013
    • 6 replies
    • 2.4k views
    • 
    • cs771
    • January 4, 2013

21. Non-direct RothK rollin

    By Jed Macy, January 4, 2013
    • 2 replies
    • 1.2k views
    • 
    • Jed Macy
    • January 4, 2013

22. fiscal cliff legislation and roth 401k

    By tertue, January 4, 2013
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • January 4, 2013

23. Top 20% election

    By pmacduff, December 26, 2012
    • 11 replies
    • 9.6k views
    • 
    • Mike Preston
    • January 4, 2013

24. Determination Letter Cycles

    By ERISA25, January 2, 2013
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • January 3, 2013

25. Hardship - Medical?

    By austin3515, January 3, 2013
    • 3 replies
    • 1k views
    • 
    • austin3515
    • January 3, 2013

26. Qualifed Match ADP Test

    By jmartin, January 3, 2013
    • 2 replies
    • 1k views
    • 
    • MWeddell
    • January 3, 2013

27. Prorate Compensation - SH Termination

    By 12AX7, December 28, 2012
    • 7 replies
    • 3.7k views
    • 
    • 12AX7
    • January 3, 2013

28. Safe Harbor Match and Top Heavy Minimum

    By Chippy, January 2, 2013
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • January 2, 2013

29. Outstanding loans and deferrals

    By tertue, January 2, 2013
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • January 2, 2013

30. company dissolving and status of 401k

    By tertue, January 2, 2013
    • 1 reply
    • 3.1k views
    • 
    • ETA Consulting LLC
    • January 2, 2013

31. Adding Salary Deferral and Safe Harbor Match

    By Dougsbpc, December 28, 2012
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • December 28, 2012

32. Separate deferral election on bonuses...

    By kwalified, December 28, 2012
    • 6 replies
    • 6.1k views
    • 
    • masteff
    • December 28, 2012

33. Terminating Safe Harbor After Notice Sent but Before Year Starts

    By Guest DuChamp, December 26, 2012
    • 3 replies
    • 1.7k views
    • 
    • MWeddell
    • December 28, 2012

34. ROBS Arrangement

    By rblum50, December 22, 2012
    • 5 replies
    • 3.2k views
    • 
    • rblum50
    • December 27, 2012

35. 401(k) Loan Deem and Offset

    By Guest Tdavid, December 20, 2012
    • 6 replies
    • 22.9k views
    • 
    • Guest
    • December 21, 2012

36. Evergreen Deferral Election for Sched C / K-1

    By austin3515, December 21, 2012
    • 6 replies
    • 1.5k views
    • 
    • 12AX7
    • December 21, 2012

37. plans split for audit

    By cpc0506, December 21, 2012
    • 2 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • December 21, 2012

38. Controlled GRoup?

    By austin3515, December 20, 2012
    • 2 replies
    • 891 views
    • 
    • four01kman
    • December 20, 2012

39. Prototype solo 401(k) switching plan document provider ("restatement")

    By Guest hk73, December 19, 2012
    • 8 replies
    • 4.7k views
    • 
    • movedon
    • December 20, 2012

40. Mistake or not?

    By Guest HJoseph, December 19, 2012
    • 8 replies
    • 1.8k views
    • 
    • shERPA
    • December 20, 2012

41. Ownership change of existing entity

    By Bird, December 19, 2012
    • 3 replies
    • 997 views
    • 
    • Bird
    • December 19, 2012

42. 401(k) SH change prior to plan year

    By Guest AP914, December 19, 2012
    • 2 replies
    • 837 views
    • 
    • Guest
    • December 19, 2012

43. statutory exclusion and elapsed time

    By cpc0506, December 18, 2012
    • 0 replies
    • 1.2k views
    • 
    • cpc0506
    • December 18, 2012

44. grandfather date

    By gregburst, December 18, 2012
    • 0 replies
    • 1k views
    • 
    • gregburst
    • December 18, 2012

45. Plan Termination Checklist

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

46. loan default/prohibited transaction

    By Guest KPong, December 17, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • December 17, 2012

47. Beneficiary Designation Forms

    By CLE401kGuy, December 14, 2012
    • 7 replies
    • 1.6k views
    • 
    • masteff
    • December 17, 2012

48. Leased Employees

    By TPA Bob, December 15, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • December 15, 2012

49. Continuing 401(k) deferrals while using vacation prior to actual DOT?

    By Guest TaxedToDeath, December 11, 2012
    • 6 replies
    • 2k views
    • 
    • ESOP Guy
    • December 14, 2012

50. Mid-Year Corporate ADP testing

    By PMC, December 14, 2012
    • 0 replies
    • 1.3k views
    • 
    • PMC
    • December 14, 2012