401(k) Plans

19,490 topics in this forum

1. Compensation & withholding

   By R. Butler, March 13, 2013
   • 3 replies
   • 1.2k views
   • 
   • QDROphile
   • March 13, 2013

2. controlled group determination

   By Chippy, March 8, 2013
   • 3 replies
   • 1.2k views
   • 
   • Chippy
   • March 13, 2013

3. Savers Credit

   By austin3515, March 12, 2013
   • 2 replies
   • 1.3k views
   • 
   • austin3515
   • March 13, 2013

4. Age Weighted Match?

   By KateSmithPA, December 5, 2012
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • March 12, 2013

5. Transfers from 401(k) to HSA?

   By Jim Chad, March 11, 2013
   • 4 replies
   • 5.8k views
   • 
   • Jim Chad
   • March 11, 2013

6. Failed ACP refund - forfeiture or refund?

   By Santo Gold, October 2, 2012
   • 16 replies
   • 13.7k views
   • 
   • imchipbrown
   • March 11, 2013

7. Top 20% Calculation

   By justatester, March 8, 2013   

   • Impact with an asset sale
   • 1 reply
   • 2.1k views
   • 
   • 12AX7
   • March 9, 2013

8. Definition of Compensation to be used include or exclude disability payments?

   By Bruddah Kimo, March 8, 2013
   • 2 replies
   • 2.6k views
   • 
   • PensionPro
   • March 8, 2013

9. Enhanced SH match of 125 % on 6%

   By Jim Chad, March 8, 2013
   • 7 replies
   • 3.9k views
   • 
   • John Feldt ERPA CPC QPA
   • March 8, 2013

10. short plan year for safe harbor plan or retroactive effective date?

    By AKconsult, March 8, 2013
    • 1 reply
    • 1.8k views
    • 
    • K2
    • March 8, 2013

11. Comp ratio test-HCE Top 20% limit

    By Guest JackR, February 18, 2013
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • March 8, 2013

12. Safe Harbor and Non Safe Harbor Plan

    By Dougsbpc, March 8, 2013
    • 1 reply
    • 2.9k views
    • 
    • Tom Poje
    • March 8, 2013

13. Operational Failure (In-Service Distributions) - Best Way to Fix/

    By Guest lizannc, March 7, 2013   

    • Operational Failure
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • March 7, 2013

14. Failed ADP Partner deferral not deposited yet

    By SheilaD, March 7, 2013
    • 0 replies
    • 1.1k views
    • 
    • SheilaD
    • March 7, 2013

15. Benefits, Rights, and Features

    By Guest ghenson08, December 11, 2012
    • 19 replies
    • 5.1k views
    • 
    • Guest
    • March 7, 2013

16. Top Paid Election and ADP Test

    By cpc0506, March 5, 2013
    • 12 replies
    • 5k views
    • 
    • BG5150
    • March 7, 2013

17. Controlled Group - Participant balance transfer

    By sla, March 1, 2013
    • 1 reply
    • 2k views
    • 
    • MWeddell
    • March 7, 2013

18. Separate Record Keeping

    By Dougsbpc, March 6, 2013
    • 1 reply
    • 1k views
    • 
    • Bird
    • March 7, 2013

19. Beneficiary

    By Guest A_Dude, March 6, 2013   

    • Quick Question
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • March 6, 2013

20. Allocation of Corrective QNEC (missed deferrals)

    By 401QUE, November 15, 2012
    • 14 replies
    • 15.1k views
    • 
    • Guest
    • March 5, 2013

21. Can current participants be amended out of the plan

    By jkharvey, October 19, 2012
    • 8 replies
    • 2.3k views
    • 
    • ESOP Guy
    • March 5, 2013

22. Commissions paid later

    By Guest JPIngold, March 4, 2013
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • March 5, 2013

23. 401 kamounts

    By Guest Dan Shea, March 1, 2013
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 4, 2013

24. eligibility question

    By cpc0506, February 26, 2013
    • 12 replies
    • 3.5k views
    • 
    • 12AX7
    • March 1, 2013

25. New Investment Options (DIAs) and 408b2 Fee Disclosure Timing

    By Guest jvajj, March 1, 2013   

    • Fee Disclosure
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 1, 2013

26. 1099-R on Roth 401k excess deferral

    By karl, March 1, 2013
    • 0 replies
    • 1.5k views
    • 
    • karl
    • March 1, 2013

27. Death of Participant and 401k Contribution

    By Dazednconfused, February 27, 2013
    • 5 replies
    • 12.7k views
    • 
    • masteff
    • February 27, 2013

28. surrender charges not restorative payment but ER contribution

    By pmacduff, September 2, 2011
    • 4 replies
    • 2.6k views
    • 
    • BG5150
    • February 27, 2013

29. Can You Defer NOW for 2012?

    By Guest Jay345, February 25, 2013
    • 8 replies
    • 1.6k views
    • 
    • rcline46
    • February 27, 2013

30. Can A 401k Plan Be Temporarily Frozen?

    By mming, February 26, 2013
    • 9 replies
    • 8.9k views
    • 
    • mming
    • February 26, 2013

31. Affliated Service Group

    By Chippy, February 26, 2013
    • 0 replies
    • 939 views
    • 
    • Chippy
    • February 26, 2013

32. out of plan Rewards for 401(k) deferrals?

    By chuTzPA, February 25, 2013
    • 4 replies
    • 1.4k views
    • 
    • chuTzPA
    • February 26, 2013

33. catchup for 2012

    By Monica Barnard, January 12, 2013
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 25, 2013

34. Attribution of biological child who is not legally recognized as the child

    By jkharvey, February 25, 2013
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • February 25, 2013

35. Average Benefits Test

    By CLE401kGuy, February 19, 2013
    • 13 replies
    • 5.6k views
    • 
    • chc93
    • February 25, 2013

36. Ineligible Employee defers during the plan year

    By JKW, February 13, 2013
    • 8 replies
    • 7.9k views
    • 
    • Kevin C
    • February 22, 2013

37. controlled groups and testing

    By Chippy, February 22, 2013
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • February 22, 2013

38. Illegal Alien Issue

    By Guest smhjr, February 21, 2013   

    • illegal alien
    • 4 replies
    • 15.5k views
    • 
    • masteff
    • February 22, 2013

39. HCE compensation clarity request...

    By Beltane, February 21, 2013
    • 3 replies
    • 1.7k views
    • 
    • movedon
    • February 22, 2013

40. Two participants with the same SSN

    By Guest TPA Guy, February 20, 2013
    • 6 replies
    • 2.7k views
    • 
    • Peter Gulia
    • February 22, 2013

41. Non-traditional source for contributions

    By TPApril, February 20, 2013
    • 11 replies
    • 1.7k views
    • 
    • ESOP Guy
    • February 21, 2013

42. Eligibility

    By cdavis25, February 21, 2013
    • 2 replies
    • 1.8k views
    • 
    • Kevin C
    • February 21, 2013

43. Benefits, Rights, Features

    By justatester, February 21, 2013
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • February 21, 2013

44. deminimis ADP correction???

    By DMcGovern, February 19, 2013
    • 8 replies
    • 2.8k views
    • 
    • DMcGovern
    • February 20, 2013

45. 410b issue in a controlled group?

    By AlbanyConsultant, February 16, 2013
    • 8 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 19, 2013

46. safe harbor calculation for dentis with self employment income

    By KevinMc, February 18, 2013
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • February 19, 2013

47. DC 415 limit with catch-up

    By drakecohen, February 17, 2013
    • 2 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 18, 2013

48. Match Calculation

    By Rai401k, February 14, 2013
    • 7 replies
    • 1.6k views
    • 
    • BG5150
    • February 15, 2013

49. How does ObamaCare affect a 401(k) plan?

    By Peter Gulia, February 9, 2013
    • 16 replies
    • 7.2k views
    • 
    • jpod
    • February 15, 2013

50. Deferrals not stopped on terminated employee

    By JKW, February 13, 2013
    • 6 replies
    • 1.6k views
    • 
    • JKW
    • February 15, 2013