401(k) Plans

19,275 topics in this forum

1. Catch up when regular deferrals split between 2 plans

   By Guest k-k-kuz, November 8, 2009
   • 5 replies
   • 1.5k views
   • 
   • ETA Consulting LLC
   • November 9, 2012

2. Which is Worse? QDIA Options

   By austin3515, July 7, 2012
   • 20 replies
   • 4.4k views
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   • BG5150
   • November 9, 2012

3. multiple employer 401k plan doc

   By Guest ghal, November 9, 2012
   • 1 reply
   • 942 views
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   • John Feldt ERPA CPC QPA
   • November 9, 2012

4. RMD's (QDRO related)

   By Nassau, November 9, 2012
   • 1 reply
   • 2k views
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   • mbozek
   • November 9, 2012

5. Finding Missing Participants

   By Guest CarolynA, November 8, 2012
   • 3 replies
   • 1.4k views
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   • mbozek
   • November 9, 2012

6. 4 plans merging into 1

   By justatester, November 9, 2012
   • 0 replies
   • 651 views
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   • justatester
   • November 9, 2012

7. Employee using another's SS

   By cpc0506, November 8, 2012
   • 5 replies
   • 900 views
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   • ESOP Guy
   • November 9, 2012

8. Participant Disclosure and Plan Amendment

   By Jennifer D., November 8, 2012
   • 3 replies
   • 1k views
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   • MoJo
   • November 8, 2012

9. One-to-one ADP correction & top heavy

   By R. Butler, November 7, 2012
   • 0 replies
   • 905 views
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   • R. Butler
   • November 7, 2012

10. Master Trust

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

11. 401K Loan to Charity

    By Guest John P., November 7, 2012
    • 0 replies
    • 952 views
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    • Guest
    • November 7, 2012

12. Un-Terminate a Plan

    By Dougsbpc, November 6, 2012
    • 4 replies
    • 2.2k views
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    • ETA Consulting LLC
    • November 6, 2012

13. QNEC Distribution

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

14. 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

15. Service Contract Act fringe benefits as unvested 401(k) match

    By Guest janie, November 5, 2012
    • 0 replies
    • 2k views
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    • Guest
    • November 5, 2012

16. Participant Death Surviving Spouse over 70.5 RMD?

    By Guest SLBRB, November 5, 2012
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 5, 2012

17. Reverse Borrowing/Shifting

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

18. Hours of Service - Use of Different Equivalencies Within Single Plan

    By Guest Lane, November 5, 2012
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • November 5, 2012

19. Prohibited Transactions

    By Guest Pippy, November 1, 2012
    • 10 replies
    • 1.6k views
    • 
    • Guest
    • November 5, 2012

20. Valid Document or Not

    By cpc0506, November 5, 2012
    • 1 reply
    • 796 views
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    • MoJo
    • November 5, 2012

21. Nonqual Distribution from Roth 401k

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

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

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

23. Merging 401(k) Plans

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

24. Leaving an Open MEP

    By Jennifer D., November 1, 2012
    • 10 replies
    • 4.3k views
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    • Peanut Butter Man
    • November 1, 2012

25. Late 401(k) deposits & Payroll date

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

26. USERRA

    By Nassau, October 31, 2012
    • 3 replies
    • 2k views
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    • GMK
    • October 31, 2012

27. Top Heavy 401(k) Plan

    By bzorc, February 3, 2012
    • 13 replies
    • 2.3k views
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    • chc93
    • October 31, 2012

28. Auto Enroll Notice - Default Invesment

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

29. PS plan excesses

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

30. Merger/Acquisitions

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

31. Multiple Employer plan testing

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

32. Loan Refinance

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

33. HCE/Key Employee Only Plan

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

34. QNEC Explanation

    By dmwe, October 10, 2012
    • 5 replies
    • 2.5k views
    • 
    • dmwe
    • October 25, 2012

35. Two Plans under same Employer

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

36. Vesting Breaks in Service

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

37. Form 5330

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

38. Limitation on Allocation Rates

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

39. 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

40. off calendar year ADP testing

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

41. 401K Excluded Groups

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

42. Loan Default

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

43. Match contribution not capped at Annual Contribution Limit

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

44. penalty for late 8955SSA?

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

45. TPA experience with working with Guardian

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

46. auto enrollment and rehires

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

47. 401(k) Contributions from Cash Back

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

48. 401K and DB 415 limit

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

49. 401(k) 3% nonelective

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

50. After Tax and Match

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