401(k) Plans

19,490 topics in this forum

1. key employee

   By mehmgo, February 15, 2013
   • 1 reply
   • 1.1k views
   • 
   • Archimage
   • February 15, 2013

2. Improper Allocation of Discretionary Contribution

   By Guest johnpetrancosta, February 14, 2013
   • 3 replies
   • 1.2k views
   • 
   • Mike Preston
   • February 15, 2013

3. Eligibility

   By pmacduff, March 15, 2002
   • 13 replies
   • 4k views
   • 
   • Tom Poje
   • February 14, 2013

4. unbundled 403b vendors

   By gregburst, February 14, 2013
   • 0 replies
   • 1k views
   • 
   • gregburst
   • February 14, 2013

5. Safe Harbor 401k added to PSP

   By chris, February 11, 2013
   • 3 replies
   • 2.1k views
   • 
   • Tom Poje
   • February 14, 2013

6. Missed Deferral Opportunity?

   By 12AX7, February 12, 2013
   • 5 replies
   • 4.5k views
   • 
   • ETA Consulting LLC
   • February 13, 2013

7. Profit Sharing Contributions

   By Nassau, February 11, 2013
   • 1 reply
   • 1.1k views
   • 
   • John Feldt ERPA CPC QPA
   • February 12, 2013

8. Profit Sharing Contributions - Deadline

   By Nassau, February 12, 2013
   • 0 replies
   • 890 views
   • 
   • Nassau
   • February 12, 2013

9. Profit Sharing Calculation

   By justatester, February 8, 2013
   • 11 replies
   • 4.2k views
   • 
   • justatester
   • February 11, 2013

10. W2 compensation

    By Guest ppapdx, February 11, 2013   

    • Payroll question
    • 3 replies
    • 3.4k views
    • 
    • david rigby
    • February 11, 2013

11. 401(k) Hardship Distributions

    By Guest marykd, February 9, 2013   

    • 401(k)
    • hardship distribution
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • February 11, 2013

12. correcting excess deferrals after April 15

    By K2retire, May 14, 2010
    • 7 replies
    • 4.2k views
    • 
    • 401 Chaos
    • February 11, 2013

13. Affiliated Service Group

    By Oh so SIMPLE, February 8, 2013
    • 2 replies
    • 1.4k views
    • 
    • Oh so SIMPLE
    • February 8, 2013

14. Restitution from an embezzler

    By Guest JPIngold, February 4, 2013
    • 7 replies
    • 4.1k views
    • 
    • Guest
    • February 8, 2013

15. Ineligible Ee

    By stevena, September 23, 2005
    • 2 replies
    • 1.6k views
    • 
    • Jim Chad
    • February 8, 2013

16. Union business owner

    By Guest clar7490, February 6, 2013   

    • Union owner in non union plan
    • 1 reply
    • 1.9k views
    • 
    • ETA Consulting LLC
    • February 7, 2013

17. EPCRS

    By austin3515, February 7, 2013
    • 1 reply
    • 983 views
    • 
    • ETA Consulting LLC
    • February 7, 2013

18. offering hedge funds in a 401k

    By Guest xerty, June 8, 2008
    • 8 replies
    • 5.6k views
    • 
    • austin3515
    • February 6, 2013

19. 415 limits and off plan years

    By Guest ppapdx, February 5, 2013
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • February 6, 2013

20. Short Plan Year

    By cdavis25, February 5, 2013
    • 1 reply
    • 893 views
    • 
    • rcline46
    • February 5, 2013

21. Small Accounts-Distribution Fees

    By Randy Watson, February 4, 2013
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • February 5, 2013

22. new company, same 401k

    By tertue, February 3, 2013
    • 5 replies
    • 1.7k views
    • 
    • 12AX7
    • February 5, 2013

23. Pro-Rata Allocation and Gateway Test

    By emmetttrudy, January 30, 2013
    • 32 replies
    • 11.1k views
    • 
    • chc93
    • February 4, 2013

24. Catch-up Rechartization after Failed ADP

    By Guest A_Dude, February 1, 2013   

    • Nondiscimination Testing
    • 10 replies
    • 6.9k views
    • 
    • K2retire
    • February 4, 2013

25. New Plan Year to add Safe Harbor

    By cpc0506, February 4, 2013
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • February 4, 2013

26. delayed start of ACA

    By cpc0506, February 1, 2013
    • 4 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • February 1, 2013

27. Vesting and Rehires

    By AJ North, January 31, 2013
    • 3 replies
    • 5.1k views
    • 
    • AJ North
    • February 1, 2013

28. safe harbor maybe

    By cpc0506, January 31, 2013
    • 5 replies
    • 3.1k views
    • 
    • Kevin C
    • January 31, 2013

29. Plan Compensation and HSA premiums

    By Dougsbpc, January 29, 2013
    • 9 replies
    • 7.6k views
    • 
    • QDROphile
    • January 31, 2013

30. Loan payments for termed ee's

    By WCC, January 30, 2013
    • 15 replies
    • 2.5k views
    • 
    • Tom Poje
    • January 31, 2013

31. Independent Contractor

    By ERISA25, January 30, 2013
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • January 30, 2013

32. Testing in Non Profit 401(k) Plan

    By Guest Jay345, January 30, 2013
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 30, 2013

33. Affiliated Service Group A-Org Group?

    By Guest mary99, January 29, 2013   

    • Affiliated Service Group
    • Controlled Group
    • (and 2 more)

      Tagged with:

      • Affiliated Service Group
      • Controlled Group
      • A-Org
      • Compensation
    • 3 replies
    • 2.2k views
    • 
    • ETA Consulting LLC
    • January 30, 2013

34. No beneficiary

    By Guest Hgreer, January 30, 2013
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • January 30, 2013

35. Off Calendar Plans

    By justatester, January 28, 2013   

    • Calendar vs Plan Year
    • 8 replies
    • 4k views
    • 
    • ETA Consulting LLC
    • January 29, 2013

36. Self-Correction

    By Belgarath, January 28, 2013   

    • Catch-up eligible
    • 3 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • January 28, 2013

37. Custodian policies on transferring assets

    By MSN, January 25, 2013
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • January 28, 2013

38. "Advanced" plan consulting (seminars / training resources?)

    By 401QUE, January 24, 2013
    • 4 replies
    • 1.6k views
    • 
    • 401QUE
    • January 25, 2013

39. Form 5330

    By CLE401kGuy, January 24, 2013
    • 1 reply
    • 1.3k views
    • 
    • ESOP Guy
    • January 25, 2013

40. HCE Determination - "Compensation" for Rehired Employee

    By Übernerd, January 23, 2013   

    • Nondiscrimination
    • compensation
    • (and 1 more)

      Tagged with:

      • Nondiscrimination
      • compensation
      • HCE
    • 5 replies
    • 3.6k views
    • 
    • Übernerd
    • January 24, 2013

41. Short Plan year - catch up?

    By PFranckowiak, January 24, 2013
    • 5 replies
    • 1.9k views
    • 
    • PFranckowiak
    • January 24, 2013

42. De Minimis Corrections for Late Deferral/Loan Repayments

    By LANDO, January 16, 2013
    • 13 replies
    • 4.1k views
    • 
    • LANDO
    • January 24, 2013

43. Short plan year vesting

    By pmacduff, January 24, 2013
    • 1 reply
    • 2.3k views
    • 
    • ETA Consulting LLC
    • January 24, 2013

44. eligibility for a rehired employee

    By EBDI, January 22, 2013
    • 4 replies
    • 3.4k views
    • 
    • EBDI
    • January 24, 2013

45. In-plan Roth TRANSFERS

    By Guest Mo', January 24, 2013   

    • Roth Transfers 1099-R 2013
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 24, 2013

46. Average Benefits Test

    By Guest guest809, January 24, 2013   

    • ABTABPT
    • coverage test
    • (and 3 more)

      Tagged with:

      • ABTABPT
      • coverage test
      • controlled group
      • merger
      • M/A
    • 1 reply
    • 3k views
    • 
    • ETA Consulting LLC
    • January 24, 2013

47. Compensation and Safe Harbor Match

    By Susan S., January 23, 2013
    • 4 replies
    • 2.3k views
    • 
    • Susan S.
    • January 24, 2013

48. Medical Loss Ratio (MLR) rebates

    By fiona1, August 14, 2012
    • 2 replies
    • 3.1k views
    • 
    • dcoderre
    • January 24, 2013

49. ACP refund processed and later determined too much was distributed

    By RPP2001, December 22, 2010
    • 7 replies
    • 2.5k views
    • 
    • BG5150
    • January 23, 2013

50. LLC deferrals into a 401(k)

    By Lori H, January 17, 2013   

    • deposits by members
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • January 23, 2013