401(k) Plans

19,321 topics in this forum

1. new investment provider/deposits

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

2. employee after tax contributions

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

3. Failed ACP refund - forfeiture or refund?

   By Santo Gold, October 2, 2012
   • 16 replies
   • 13.1k views
   • 
   • imchipbrown
   • March 11, 2013

4. Deminimus for RMD's ?

   By Jim Chad, October 2, 2012
   • 5 replies
   • 1.6k views
   • 
   • ETA Consulting LLC
   • October 2, 2012

5. MPP vs 403(b)

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

6. Wierd Match

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

7. Shifting if ADP Fails

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

8. Nondiscrimination testing

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

9. IRS website Help please

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

10. Statutory Entry Requirements

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

11. 410b coverage testing when plan is amended

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

12. Disability Payments into a 401(k) Plan

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

13. Return of Auto Deferral Contribution

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

14. General Test

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

15. Participant Distribution & QDRO

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

16. Failure under 410(b) Nondiscrimination Testing

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

17. 401(k) converting to a 403(b)

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

18. Hardship Limitations

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

19. obvious controlled group?

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

20. Aggregation

    By Guest elang, September 26, 2012
    • 4 replies
    • 1.1k views
    • 
    • Lou S.
    • September 28, 2012

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

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

22. Can an employer deposit 401k early?

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

23. Cash out 401k keep loan active?

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

24. freezing a safe harbor 401(k) plan

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

25. Deferring on non-cash items

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

26. controlled group; self-employed

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

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

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

28. Suspending loan payment while on leave of absence?

    By Guest A_Dude, September 20, 2012
    • 5 replies
    • 6.2k views
    • 
    • Guest
    • September 21, 2012

29. 401k part owner not participating in plan

    By tertue, September 20, 2012
    • 7 replies
    • 2.7k views
    • 
    • ETA Consulting LLC
    • September 20, 2012

30. multiple 401k plans same employer

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

31. 204(h) Notice

    By Guest Eagle54, September 19, 2012
    • 3 replies
    • 3.2k views
    • 
    • AKconsult
    • September 21, 2012

32. Late 401(k) deposits & Payroll date

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

33. terminated employee

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

34. Board Resolution signature date

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

35. Family Attribution - Owner elects out of plan

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

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

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

37. 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

38. 401(k) Buy/Sell Program for Employer Stock

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

39. 401K contributions for LLC

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

40. Overpayment / EPCRS

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

41. Made up social security numbers

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

42. Excess life insurance included in definition of compensation?

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

43. Inadvertent Distribution from Roth Account

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

44. 401k withholding on a 409A distribution

    By Guest ghal, September 13, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 13, 2012

45. Private Placement in 401(k) Plan

    By Jim Chad, September 13, 2012
    • 5 replies
    • 2.5k views
    • 
    • K2retire
    • September 14, 2012

46. Brokerage accounts (again)

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

47. 1 Man Plan

    By Guest elang, September 11, 2012
    • 1 reply
    • 923 views
    • 
    • ETA Consulting LLC
    • September 11, 2012

48. 401K Deferrals & 7 Day Safe Harbor

    By ERISA13, September 11, 2012
    • 3 replies
    • 1.4k views
    • 
    • Lou S.
    • September 12, 2012

49. Rollover of Loan OUT of a Plan

    By Gadgetfreak, September 10, 2012
    • 8 replies
    • 7.3k views
    • 
    • Kevin C
    • September 11, 2012

50. Calculating K-1 earnings for 401(k) plan purposes

    By kwalified, September 10, 2012
    • 0 replies
    • 801 views
    • 
    • kwalified
    • September 10, 2012