401(k) Plans

19,502 topics in this forum

1. Form 5330

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

2. HCE Determination - "Compensation" for Rehired Employee

   By Übernerd, January 23, 2013   

   • Nondiscrimination
   • compensation
   • (and 1 more)

     Tagged with:

     • Nondiscrimination
     • compensation
     • HCE
   • 5 replies
   • 3.7k views
   • 
   • Übernerd
   • January 24, 2013

3. Short Plan year - catch up?

   By PFranckowiak, January 24, 2013
   • 5 replies
   • 2k views
   • 
   • PFranckowiak
   • January 24, 2013

4. De Minimis Corrections for Late Deferral/Loan Repayments

   By LANDO, January 16, 2013
   • 13 replies
   • 4.2k views
   • 
   • LANDO
   • January 24, 2013

5. Short plan year vesting

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

6. eligibility for a rehired employee

   By EBDI, January 22, 2013
   • 4 replies
   • 3.5k views
   • 
   • EBDI
   • January 24, 2013

7. In-plan Roth TRANSFERS

   By Guest Mo', January 24, 2013   

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

8. 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

9. Compensation and Safe Harbor Match

   By Susan S., January 23, 2013
   • 4 replies
   • 2.4k views
   • 
   • Susan S.
   • January 24, 2013

10. Medical Loss Ratio (MLR) rebates

    By fiona1, August 14, 2012
    • 2 replies
    • 3.2k views
    • 
    • dcoderre
    • January 24, 2013

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

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

12. LLC deferrals into a 401(k)

    By Lori H, January 17, 2013   

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

13. Insurance in Plan

    By cpc0506, January 18, 2013
    • 13 replies
    • 2.6k views
    • 
    • ETA Consulting LLC
    • January 23, 2013

14. Amend SH Plan When Maybe Notice Issued

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

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

    By RRB, January 22, 2013
    • 0 replies
    • 1.3k views
    • 
    • RRB
    • January 22, 2013

16. ADP Refund options

    By 401king, January 22, 2013
    • 1 reply
    • 1.2k views
    • 
    • BG5150
    • January 22, 2013

17. Limitations On Allocation Rates

    By austin3515, January 18, 2013
    • 9 replies
    • 1.9k views
    • 
    • austin3515
    • January 22, 2013

18. State Levy on 401(k) Account?

    By CJS07, January 21, 2013   

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

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

    By Jim Chad, January 18, 2013
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • January 18, 2013

20. plan compensation

    By mehmgo, January 15, 2013
    • 6 replies
    • 3.3k views
    • 
    • Kevin C
    • January 18, 2013

21. Two plans - one brokerage account

    By BFree, February 26, 2003
    • 14 replies
    • 3.2k views
    • 
    • Guest
    • January 17, 2013

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

    By Leopurrd, October 31, 2005
    • 10 replies
    • 2.3k views
    • 
    • LANDO
    • January 16, 2013

23. Simultaneous Loan & Hardship

    By Guest Hunter401k, January 15, 2013
    • 7 replies
    • 2.9k views
    • 
    • K2retire
    • January 16, 2013

24. Safe Harbor Plan and calculation of match

    By 30Rock, January 2, 2013
    • 2 replies
    • 1.6k views
    • 
    • 30Rock
    • January 15, 2013

25. 404a5 notice for loans

    By cpc0506, January 14, 2013
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • January 14, 2013

26. service provider disclosure (notice of changes)

    By k man, January 14, 2013
    • 0 replies
    • 1k views
    • 
    • k man
    • January 14, 2013

27. Forfeiture account and expense

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

28. 401k death distribution, life insurance, RMD & 1099r

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

29. Eligibility

    By Guest andmik, January 8, 2013
    • 7 replies
    • 1.9k views
    • 
    • rcline46
    • January 11, 2013

30. Controlled Group

    By Guest JanB, January 11, 2013
    • 2 replies
    • 1.2k views
    • 
    • MoJo
    • January 11, 2013

31. Pro Rata QNEC and Bottom Up QNEC

    By austin3515, January 9, 2013
    • 6 replies
    • 4.1k views
    • 
    • MoShawn
    • January 11, 2013

32. 415 and other limits

    By Guest Tesla, January 10, 2013
    • 8 replies
    • 3.3k views
    • 
    • BG5150
    • January 11, 2013

33. In-Plan Roth Rollover and Withholding

    By Rich L. Mayer, January 10, 2013
    • 4 replies
    • 2.1k views
    • 
    • MoJo
    • January 10, 2013

34. 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
    • 1.8k views
    • 
    • david rigby
    • January 10, 2013

35. controlled group testing

    By K2retire, January 8, 2013
    • 4 replies
    • 2.5k views
    • 
    • ETA Consulting LLC
    • January 9, 2013

36. Nonbenefits employees

    By austin3515, December 28, 2012
    • 13 replies
    • 2k views
    • 
    • QDROphile
    • January 7, 2013

37. Merger of Safe Harbor plan to non safe harbor

    By Guest Mk9522, November 29, 2012
    • 7 replies
    • 5.7k views
    • 
    • justatester
    • January 7, 2013

38. 408(b)(2) Fee Disclosure

    By rcline46, January 4, 2013
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 6, 2013

39. Pre-Entry Date Compensation

    By Nassau, January 4, 2013   

    • Safe Harbor Contributions
    • 1 reply
    • 4.8k views
    • 
    • Jim Chad
    • January 5, 2013

40. Employer Stock

    By cs771, January 4, 2013
    • 6 replies
    • 2.7k views
    • 
    • cs771
    • January 4, 2013

41. Non-direct RothK rollin

    By Jed Macy, January 4, 2013
    • 2 replies
    • 1.3k views
    • 
    • Jed Macy
    • January 4, 2013

42. fiscal cliff legislation and roth 401k

    By tertue, January 4, 2013
    • 1 reply
    • 1.5k views
    • 
    • masteff
    • January 4, 2013

43. Top 20% election

    By pmacduff, December 26, 2012
    • 11 replies
    • 10.2k views
    • 
    • Mike Preston
    • January 4, 2013

44. Determination Letter Cycles

    By ERISA25, January 2, 2013
    • 1 reply
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • January 3, 2013

45. Hardship - Medical?

    By austin3515, January 3, 2013
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • January 3, 2013

46. Qualifed Match ADP Test

    By jmartin, January 3, 2013
    • 2 replies
    • 1.2k views
    • 
    • MWeddell
    • January 3, 2013

47. Prorate Compensation - SH Termination

    By 12AX7, December 28, 2012
    • 7 replies
    • 4.1k views
    • 
    • 12AX7
    • January 3, 2013

48. Safe Harbor Match and Top Heavy Minimum

    By Chippy, January 2, 2013
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 2, 2013

49. Outstanding loans and deferrals

    By tertue, January 2, 2013
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • January 2, 2013

50. company dissolving and status of 401k

    By tertue, January 2, 2013
    • 1 reply
    • 3.3k views
    • 
    • ETA Consulting LLC
    • January 2, 2013