401(k) Plans

19,299 topics in this forum

1. Top Heavy 401(k) Plan

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

2. Auto Enroll Notice - Default Invesment

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

3. PS plan excesses

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

4. Merger/Acquisitions

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

5. Multiple Employer plan testing

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

6. Loan Refinance

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

7. HCE/Key Employee Only Plan

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

8. QNEC Explanation

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

9. Two Plans under same Employer

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

10. Vesting Breaks in Service

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

11. Form 5330

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

12. Limitation on Allocation Rates

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

13. 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

14. off calendar year ADP testing

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

15. 401K Excluded Groups

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

16. Loan Default

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

17. Match contribution not capped at Annual Contribution Limit

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

18. penalty for late 8955SSA?

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

19. TPA experience with working with Guardian

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

20. auto enrollment and rehires

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

21. 401(k) Contributions from Cash Back

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

22. 401K and DB 415 limit

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

23. 401(k) 3% nonelective

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

24. After Tax and Match

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

25. Non-US Citizens in 401k Plan

    By CLE401kGuy, October 15, 2012
    • 4 replies
    • 13.8k views
    • 
    • ESOP Guy
    • October 15, 2012

26. Proper 401K plan entry date in TPA records?

    By Guest 410b, October 11, 2012
    • 12 replies
    • 6.8k views
    • 
    • Guest
    • October 13, 2012

27. Crazy anti-alienation issue

    By ERISAatty, July 6, 2011
    • 6 replies
    • 2.7k views
    • 
    • mbozek
    • October 13, 2012

28. Allocation vs Accural For ABT & General Test

    By justatester, October 12, 2012
    • 2 replies
    • 3.5k views
    • 
    • Mike Preston
    • October 13, 2012

29. Quarterly entry and 1,000 hours

    By Guest JPIngold, December 1, 2011
    • 18 replies
    • 5.2k views
    • 
    • Guest
    • October 11, 2012

30. Loan Cure Period

    By Guest andmik, October 10, 2012
    • 11 replies
    • 12.5k views
    • 
    • MoJo
    • October 11, 2012

31. Traditional Safe Harbor Match

    By Nassau, October 11, 2012
    • 0 replies
    • 999 views
    • 
    • Nassau
    • October 11, 2012

32. Applying for a Determination Letter

    By fiona1, October 11, 2012
    • 0 replies
    • 868 views
    • 
    • fiona1
    • October 11, 2012

33. Multiple Match Safe Harbor

    By ConnieStorer, October 26, 2010
    • 10 replies
    • 2.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2012

34. Foreign Beneficiary on a US 401(k) Plan

    By Guest LStein, October 4, 2012
    • 4 replies
    • 2.3k views
    • 
    • mbozek
    • October 10, 2012

35. SPD Amendment For Window?

    By ERISA-Bubs, October 9, 2012
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2012

36. Plan merger and last day rule

    By 30Rock, October 9, 2012
    • 0 replies
    • 1k views
    • 
    • 30Rock
    • October 9, 2012

37. W-2 Compensation

    By Guest Dumb & Dumber, July 12, 2011
    • 7 replies
    • 4.8k views
    • 
    • 401 Chaos
    • October 9, 2012

38. 401(k) deposit check lost in mail, ultimately late, can it be excused?

    By TPApril, October 6, 2012
    • 7 replies
    • 7.2k views
    • 
    • austin3515
    • October 9, 2012

39. top heavy and family aggregation

    By Guest erisalady, October 9, 2012
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 9, 2012

40. 8955-SSA

    By austin3515, April 10, 2012
    • 13 replies
    • 3.3k views
    • 
    • Tom Poje
    • October 9, 2012

41. 401k 3% safe harbor qnec

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

42. HCE determination for short plan year for partnership

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

43. new investment provider/deposits

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

44. Deminimus for RMD's ?

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

45. employee after tax contributions

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

46. Return of Auto Deferral Contribution

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

47. Wierd Match

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

48. Shifting if ADP Fails

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

49. MPP vs 403(b)

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

50. Nondiscrimination testing

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