401(k) Plans

19,320 topics in this forum

1. 4 plans merging into 1

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

2. Employee using another's SS

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

3. Participant Disclosure and Plan Amendment

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

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

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

5. Master Trust

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

6. 401K Loan to Charity

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

7. Un-Terminate a Plan

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

8. QNEC Distribution

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

9. Union Plan - Union Covers all Full-Time Ee;s

   By austin3515, October 27, 2012
   • 8 replies
   • 1.1k views
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   • ETA Consulting LLC
   • November 5, 2012

10. 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

11. Participant Death Surviving Spouse over 70.5 RMD?

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

12. Reverse Borrowing/Shifting

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

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

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

14. Prohibited Transactions

    By Guest Pippy, November 1, 2012
    • 10 replies
    • 1.7k views
    • 
    • Guest
    • November 5, 2012

15. Valid Document or Not

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

16. Nonqual Distribution from Roth 401k

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

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

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

18. Merging 401(k) Plans

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

19. Leaving an Open MEP

    By Jennifer D., November 1, 2012
    • 10 replies
    • 4.4k views
    • 
    • Peanut Butter Man
    • November 1, 2012

20. Late 401(k) deposits & Payroll date

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

21. USERRA

    By Nassau, October 31, 2012
    • 3 replies
    • 2.1k views
    • 
    • GMK
    • October 31, 2012

22. Top Heavy 401(k) Plan

    By bzorc, February 3, 2012
    • 13 replies
    • 2.4k views
    • 
    • chc93
    • October 31, 2012

23. Auto Enroll Notice - Default Invesment

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

24. PS plan excesses

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

25. Merger/Acquisitions

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

26. Multiple Employer plan testing

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

27. Loan Refinance

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

28. HCE/Key Employee Only Plan

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

29. QNEC Explanation

    By dmwe, October 10, 2012
    • 5 replies
    • 2.6k views
    • 
    • dmwe
    • October 25, 2012

30. Two Plans under same Employer

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

31. Vesting Breaks in Service

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

32. Form 5330

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

33. Limitation on Allocation Rates

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

34. 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

35. off calendar year ADP testing

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

36. 401K Excluded Groups

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

37. Loan Default

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

38. Match contribution not capped at Annual Contribution Limit

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

39. penalty for late 8955SSA?

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

40. TPA experience with working with Guardian

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

41. auto enrollment and rehires

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

42. 401(k) Contributions from Cash Back

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

43. 401K and DB 415 limit

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

44. 401(k) 3% nonelective

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

45. After Tax and Match

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

46. Non-US Citizens in 401k Plan

    By CLE401kGuy, October 15, 2012
    • 4 replies
    • 13.9k views
    • 
    • ESOP Guy
    • October 15, 2012

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

    By Guest 410b, October 11, 2012
    • 12 replies
    • 6.9k views
    • 
    • Guest
    • October 13, 2012

48. Crazy anti-alienation issue

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

49. Allocation vs Accural For ABT & General Test

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

50. Quarterly entry and 1,000 hours

    By Guest JPIngold, December 1, 2011
    • 18 replies
    • 5.3k views
    • 
    • Guest
    • October 11, 2012