401(k) Plans

19,468 topics in this forum

1. Pro-Rata Allocation and Gateway Test

   By emmetttrudy, January 30, 2013
   • 32 replies
   • 10.8k views
   • 
   • chc93
   • February 4, 2013

2. Catch-up Rechartization after Failed ADP

   By Guest A_Dude, February 1, 2013   

   • Nondiscimination Testing
   • 10 replies
   • 6.6k views
   • 
   • K2retire
   • February 4, 2013

3. New Plan Year to add Safe Harbor

   By cpc0506, February 4, 2013
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • February 4, 2013

4. delayed start of ACA

   By cpc0506, February 1, 2013
   • 4 replies
   • 1.2k views
   • 
   • ETA Consulting LLC
   • February 1, 2013

5. Vesting and Rehires

   By AJ North, January 31, 2013
   • 3 replies
   • 5k views
   • 
   • AJ North
   • February 1, 2013

6. safe harbor maybe

   By cpc0506, January 31, 2013
   • 5 replies
   • 3k views
   • 
   • Kevin C
   • January 31, 2013

7. Plan Compensation and HSA premiums

   By Dougsbpc, January 29, 2013
   • 9 replies
   • 7.4k views
   • 
   • QDROphile
   • January 31, 2013

8. Loan payments for termed ee's

   By WCC, January 30, 2013
   • 15 replies
   • 2.3k views
   • 
   • Tom Poje
   • January 31, 2013

9. Independent Contractor

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

10. Testing in Non Profit 401(k) Plan

    By Guest Jay345, January 30, 2013
    • 2 replies
    • 1k views
    • 
    • Guest
    • January 30, 2013

11. 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
    • 2.1k views
    • 
    • ETA Consulting LLC
    • January 30, 2013

12. No beneficiary

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

13. Off Calendar Plans

    By justatester, January 28, 2013   

    • Calendar vs Plan Year
    • 8 replies
    • 3.9k views
    • 
    • ETA Consulting LLC
    • January 29, 2013

14. Self-Correction

    By Belgarath, January 28, 2013   

    • Catch-up eligible
    • 3 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • January 28, 2013

15. Custodian policies on transferring assets

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

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

    By 401QUE, January 24, 2013
    • 4 replies
    • 1.5k views
    • 
    • 401QUE
    • January 25, 2013

17. Form 5330

    By CLE401kGuy, January 24, 2013
    • 1 reply
    • 1.2k views
    • 
    • ESOP Guy
    • January 25, 2013

18. HCE Determination - "Compensation" for Rehired Employee

    By Übernerd, January 23, 2013   

    • Nondiscrimination
    • compensation
    • (and 1 more)

      Tagged with:

      • Nondiscrimination
      • compensation
      • HCE
    • 5 replies
    • 3.4k views
    • 
    • Übernerd
    • January 24, 2013

19. Short Plan year - catch up?

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

20. De Minimis Corrections for Late Deferral/Loan Repayments

    By LANDO, January 16, 2013
    • 13 replies
    • 3.8k views
    • 
    • LANDO
    • January 24, 2013

21. Short plan year vesting

    By pmacduff, January 24, 2013
    • 1 reply
    • 2.2k views
    • 
    • ETA Consulting LLC
    • January 24, 2013

22. eligibility for a rehired employee

    By EBDI, January 22, 2013
    • 4 replies
    • 3.3k views
    • 
    • EBDI
    • January 24, 2013

23. In-plan Roth TRANSFERS

    By Guest Mo', January 24, 2013   

    • Roth Transfers 1099-R 2013
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • January 24, 2013

24. 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
    • 2.8k views
    • 
    • ETA Consulting LLC
    • January 24, 2013

25. Compensation and Safe Harbor Match

    By Susan S., January 23, 2013
    • 4 replies
    • 2.2k views
    • 
    • Susan S.
    • January 24, 2013

26. Medical Loss Ratio (MLR) rebates

    By fiona1, August 14, 2012
    • 2 replies
    • 3k views
    • 
    • dcoderre
    • January 24, 2013

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

    By RPP2001, December 22, 2010
    • 7 replies
    • 2.4k views
    • 
    • BG5150
    • January 23, 2013

28. LLC deferrals into a 401(k)

    By Lori H, January 17, 2013   

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

29. Insurance in Plan

    By cpc0506, January 18, 2013
    • 13 replies
    • 2.3k views
    • 
    • ETA Consulting LLC
    • January 23, 2013

30. Amend SH Plan When Maybe Notice Issued

    By Rob P, January 22, 2013
    • 0 replies
    • 1.2k views
    • 
    • Rob P
    • January 22, 2013

31. Puerto Rico Plans & Benefits, Rights & Features Testing

    By RRB, January 22, 2013
    • 0 replies
    • 1.2k views
    • 
    • RRB
    • January 22, 2013

32. ADP Refund options

    By 401king, January 22, 2013
    • 1 reply
    • 998 views
    • 
    • BG5150
    • January 22, 2013

33. Limitations On Allocation Rates

    By austin3515, January 18, 2013
    • 9 replies
    • 1.7k views
    • 
    • austin3515
    • January 22, 2013

34. State Levy on 401(k) Account?

    By CJS07, January 21, 2013   

    • State of Massachusetts
    • 4 replies
    • 3.8k views
    • 
    • Mike Preston
    • January 21, 2013

35. Is some of the interest on deemed loan taxable when account is all paid out?

    By Jim Chad, January 18, 2013
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • January 18, 2013

36. plan compensation

    By mehmgo, January 15, 2013
    • 6 replies
    • 3.1k views
    • 
    • Kevin C
    • January 18, 2013

37. Two plans - one brokerage account

    By BFree, February 26, 2003
    • 14 replies
    • 3k views
    • 
    • Guest
    • January 17, 2013

38. Late Deposits as a Result of Investment Firm Error?

    By Leopurrd, October 31, 2005
    • 10 replies
    • 2.1k views
    • 
    • LANDO
    • January 16, 2013

39. Simultaneous Loan & Hardship

    By Guest Hunter401k, January 15, 2013
    • 7 replies
    • 2.7k views
    • 
    • K2retire
    • January 16, 2013

40. Safe Harbor Plan and calculation of match

    By 30Rock, January 2, 2013
    • 2 replies
    • 1.5k views
    • 
    • 30Rock
    • January 15, 2013

41. 404a5 notice for loans

    By cpc0506, January 14, 2013
    • 2 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • January 14, 2013

42. service provider disclosure (notice of changes)

    By k man, January 14, 2013
    • 0 replies
    • 908 views
    • 
    • k man
    • January 14, 2013

43. Forfeiture account and expense

    By retbenser, January 13, 2013
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • January 13, 2013

44. 401k death distribution, life insurance, RMD & 1099r

    By SusanKD, January 11, 2013
    • 2 replies
    • 3.6k views
    • 
    • mbozek
    • January 12, 2013

45. Eligibility

    By Guest andmik, January 8, 2013
    • 7 replies
    • 1.8k views
    • 
    • rcline46
    • January 11, 2013

46. Controlled Group

    By Guest JanB, January 11, 2013
    • 2 replies
    • 1.1k views
    • 
    • MoJo
    • January 11, 2013

47. Pro Rata QNEC and Bottom Up QNEC

    By austin3515, January 9, 2013
    • 6 replies
    • 3.9k views
    • 
    • MoShawn
    • January 11, 2013

48. 415 and other limits

    By Guest Tesla, January 10, 2013
    • 8 replies
    • 3.1k views
    • 
    • BG5150
    • January 11, 2013

49. In-Plan Roth Rollover and Withholding

    By Rich L. Mayer, January 10, 2013
    • 4 replies
    • 2k views
    • 
    • MoJo
    • January 10, 2013

50. Elective Deferral Paid By Employee Ok?

    By Guest new401kplan, January 10, 2013   

    • elective deferral
    • contirbution
    • (and 1 more)

      Tagged with:

      • elective deferral
      • contirbution
      • retroactive
    • 3 replies
    • 1.7k views
    • 
    • david rigby
    • January 10, 2013