401(k) Plans

19,321 topics in this forum

1. 404(a)(5) for SDBAs

   By Gadgetfreak, August 8, 2012
   • 4 replies
   • 1.3k views
   • 
   • Gadgetfreak
   • August 9, 2012

2. Can I impute disparity at the $40,000 level?

   By Jim Chad, August 8, 2012
   • 2 replies
   • 1.1k views
   • 
   • Bird
   • August 8, 2012

3. Discretionary PS Funded Year Round

   By austin3515, August 8, 2012
   • 13 replies
   • 2.4k views
   • 
   • Bird
   • August 10, 2012

4. Service Provider Fee Disclosures

   By Guest Saturn, August 7, 2012
   • 0 replies
   • 723 views
   • 
   • Guest
   • August 7, 2012

5. Eligible Compensation

   By Nassau, August 7, 2012
   • 2 replies
   • 1.2k views
   • 
   • BG5150
   • August 7, 2012

6. Off-Calendar Top Heavy Test

   By Guest compliance31, August 6, 2012
   • 7 replies
   • 2.2k views
   • 
   • Guest
   • August 8, 2012

7. Off Calendar Year Catch-Ups

   By Guest BUG, August 6, 2012
   • 3 replies
   • 1.4k views
   • 
   • ETA Consulting LLC
   • August 7, 2012

8. Representative Matching Rate

   By austin3515, August 5, 2012
   • 0 replies
   • 965 views
   • 
   • austin3515
   • August 5, 2012

9. testing different match rates

   By K2retire, August 5, 2012
   • 1 reply
   • 1.5k views
   • 
   • austin3515
   • August 5, 2012

10. Yet Another 404(a)(5) Thread for Recordkeepers

    By Gadgetfreak, August 3, 2012
    • 28 replies
    • 4.8k views
    • 
    • Gadgetfreak
    • August 8, 2012

11. 401k Compliance Issue (True Up Calc Dispute…)

    By Guest 4o1kAdm1n, August 3, 2012
    • 5 replies
    • 6.3k views
    • 
    • K2retire
    • August 3, 2012

12. Fringe Benefits Include Sick Pay?

    By austin3515, August 3, 2012
    • 3 replies
    • 3.8k views
    • 
    • masteff
    • August 6, 2012

13. Late ADP failure correction - earnings

    By AlbanyConsultant, August 3, 2012
    • 3 replies
    • 2.9k views
    • 
    • BG5150
    • August 7, 2012

14. One to One correction

    By austin3515, August 2, 2012
    • 8 replies
    • 3.3k views
    • 
    • fiona1
    • August 6, 2012

15. 404(a)(5) and plans that cover only owners

    By 12AX7, July 31, 2012
    • 8 replies
    • 1.2k views
    • 
    • austin3515
    • July 31, 2012

16. Leased Employees

    By justatester, July 31, 2012
    • 2 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • July 31, 2012

17. Earnings on Late Employer Contribution

    By PensionPro, July 30, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • July 30, 2012

18. DOL Relents on De Facto DIA's in Brokerage Windows

    By austin3515, July 30, 2012
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • August 2, 2012

19. corrective plan amendment

    By Gary, July 30, 2012
    • 3 replies
    • 1.8k views
    • 
    • PensionPro
    • July 30, 2012

20. DFVCP

    By Jim Chad, July 30, 2012
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • July 30, 2012

21. Mid-year change creates multiple employer plan

    By Guest Pennysaver, July 28, 2012
    • 24 replies
    • 11.2k views
    • 
    • EBECatty
    • March 10, 2016

22. Separate Trust Agreements

    By Stevo-PDX, July 27, 2012
    • 0 replies
    • 807 views
    • 
    • Stevo-PDX
    • July 27, 2012

23. Elimination of 410(b) Fail Safe

    By KJohnson, July 26, 2012
    • 4 replies
    • 4.1k views
    • 
    • ETA Consulting LLC
    • July 27, 2012

24. Start new safe harbor plan now

    By Richard Anderson, July 26, 2012
    • 5 replies
    • 1.4k views
    • 
    • PensionPro
    • July 26, 2012

25. Income Withheld on sale of assets within 401(k) Plan

    By rblum50, July 26, 2012
    • 9 replies
    • 1.3k views
    • 
    • rblum50
    • July 31, 2012

26. Letter to employer with 404a notices

    By Jim Chad, July 26, 2012
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • July 30, 2012

27. Lienable

    By kgr12, July 26, 2012
    • 1 reply
    • 5.2k views
    • 
    • MoJo
    • July 26, 2012

28. QNEC for a missed deferral

    By fiona1, July 25, 2012
    • 4 replies
    • 7.1k views
    • 
    • 00hskrgrl
    • July 25, 2012

29. Lost Earnings

    By cpc0506, July 24, 2012
    • 0 replies
    • 1.5k views
    • 
    • cpc0506
    • July 24, 2012

30. Auto Increase

    By Guest GoHeels1282, July 24, 2012
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 25, 2012

31. Participant Disclosures - What does non-compliance mean?

    By austin3515, July 24, 2012
    • 7 replies
    • 2k views
    • 
    • MoJo
    • July 24, 2012

32. Employees of Subsidiary Eligible to Participate?

    By Guest 409A newbie, July 23, 2012
    • 1 reply
    • 1.8k views
    • 
    • K2retire
    • July 23, 2012

33. PA withholding on 401(k) contribs

    By HarleyBabe, July 23, 2012
    • 8 replies
    • 8.5k views
    • 
    • mbozek
    • July 24, 2012

34. Forfeitures to pay expenses

    By jkharvey, July 20, 2012
    • 18 replies
    • 7.5k views
    • 
    • MoJo
    • August 1, 2012

35. Spin-off question

    By fiona1, July 20, 2012
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 28, 2012

36. Compensation for Plan Purposes

    By Dougsbpc, July 17, 2012
    • 2 replies
    • 1.8k views
    • 
    • PensionPro
    • July 17, 2012

37. 415 limit

    By Lori H, July 17, 2012
    • 4 replies
    • 1k views
    • 
    • Tom Poje
    • July 18, 2012

38. Profit Sharing Plan for a S Corp.

    By KevinMc, July 17, 2012
    • 2 replies
    • 1.7k views
    • 
    • cpc0506
    • July 17, 2012

39. Payroll Company Error May Cost Big $$$ - Any Alternatives?

    By Guest orangehorse, July 16, 2012
    • 4 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • July 17, 2012

40. Employeer terminated 401k plan for ONLY our branch

    By Guest rapidskies, July 16, 2012
    • 2 replies
    • 1k views
    • 
    • Guest
    • July 18, 2012

41. Top Heavy Minimum / Plan Termination

    By austin3515, July 16, 2012
    • 8 replies
    • 4.2k views
    • 
    • austin3515
    • July 16, 2012

42. employee deferrals

    By EBDI, July 12, 2012
    • 4 replies
    • 1.2k views
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    • K2retire
    • July 13, 2012

43. No Beneficiary Designation On File

    By waid10, July 12, 2012
    • 4 replies
    • 1.7k views
    • 
    • Peanut Butter Man
    • July 13, 2012

44. Hardship Suspension Period

    By ERISA25, July 12, 2012
    • 5 replies
    • 3.9k views
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    • ETA Consulting LLC
    • July 12, 2012

45. Safe Harbor Nonelective Plan

    By 12AX7, July 11, 2012
    • 6 replies
    • 2.9k views
    • 
    • LANDO
    • May 15, 2013

46. Safe Harbor Plan

    By MarZDoates, July 11, 2012
    • 1 reply
    • 892 views
    • 
    • ETA Consulting LLC
    • July 12, 2012

47. Correction for Failure to Effect Participant Election

    By Guest BWNWE, July 11, 2012
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 12, 2012

48. Calculating 401k Match

    By four01kman, July 11, 2012
    • 2 replies
    • 1k views
    • 
    • GMK
    • July 11, 2012

49. 404a disclsure for brokerage account - Stocks?

    By Jim Chad, July 11, 2012
    • 0 replies
    • 816 views
    • 
    • Jim Chad
    • July 11, 2012

50. Penalty for not distributing 404a

    By Jim Chad, July 11, 2012
    • 5 replies
    • 1.4k views
    • 
    • BG5150
    • July 13, 2012