401(k) Plans

19,275 topics in this forum

1. Correction for Failure to Effect Participant Election

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

2. Calculating 401k Match

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

3. 404a disclsure for brokerage account - Stocks?

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

4. Penalty for not distributing 404a

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

5. Annual Disclosure Notice to Participants

   By gregburst, July 10, 2012
   • 7 replies
   • 1.4k views
   • 
   • cpc0506
   • July 13, 2012

6. Holding Company with plan

   By Guest tjt169, July 10, 2012
   • 3 replies
   • 2.2k views
   • 
   • 12AX7
   • July 15, 2012

7. Which is Worse? QDIA Options

   By austin3515, July 7, 2012
   • 20 replies
   • 4.4k views
   • 
   • BG5150
   • November 9, 2012

8. RMD required or not?

   By Brenda Wren, July 6, 2012
   • 3 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • July 9, 2012

9. Affiliated Service Group in 401k

   By CLE401kGuy, July 5, 2012
   • 5 replies
   • 2.2k views
   • 
   • Mike Preston
   • September 4, 2012

10. Safe Harbor Match Miscalculated on Payroll by Payroll Basis?

    By kwalified, July 5, 2012
    • 18 replies
    • 3.5k views
    • 
    • austin3515
    • July 18, 2012

11. Disclosure of bundled service fees

    By TPApril, July 3, 2012
    • 0 replies
    • 909 views
    • 
    • TPApril
    • July 3, 2012

12. 410(b)(6)(c) Transition

    By Young Curmudgeon, July 3, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 3, 2012

13. 404a5 and brokerage accounts...

    By CLE401kGuy, July 2, 2012
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 9, 2012

14. Older partner wants to max out PS contribution, younger partner wants cash

    By Guest Bearlee, June 29, 2012
    • 13 replies
    • 2k views
    • 
    • Guest
    • July 10, 2012

15. Eligible for hardship distribution?

    By Jim Chad, June 28, 2012
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • June 30, 2012

16. Elapsed Time Vesting

    By MBCarey, June 28, 2012
    • 1 reply
    • 2.8k views
    • 
    • Tom Poje
    • June 28, 2012

17. Part Time Employees

    By Dougsbpc, June 26, 2012
    • 5 replies
    • 1.9k views
    • 
    • Dougsbpc
    • July 6, 2012

18. Merging 2 safe harbor plans mid-year

    By Guest FAQ, June 26, 2012
    • 1 reply
    • 2.9k views
    • 
    • Tom Poje
    • June 26, 2012

19. Second 401K Loan Question

    By Guest stancel, June 25, 2012
    • 18 replies
    • 34.9k views
    • 
    • hr for me
    • August 17, 2017

20. Coverage Testing and Fail Safe Language

    By justatester, June 25, 2012
    • 12 replies
    • 4.7k views
    • 
    • movedon
    • August 5, 2012

21. Discretionary match suspension notice

    By ombskid, June 25, 2012
    • 11 replies
    • 6.1k views
    • 
    • ombskid
    • June 28, 2012

22. 408(b)(2) and PEOs

    By Christine Roberts, June 24, 2012
    • 0 replies
    • 1.1k views
    • 
    • Christine Roberts
    • June 24, 2012

23. 408(b)(2) regulation

    By KevinMc, June 24, 2012
    • 2 replies
    • 939 views
    • 
    • KevinMc
    • June 25, 2012

24. Service-Based Allocations - eligible to participate, but no allocation

    By 00hskrgrl, June 22, 2012
    • 4 replies
    • 2.7k views
    • 
    • Kevin C
    • July 6, 2012

25. 457 Spinoff to a 401(k)

    By oldman, June 22, 2012
    • 0 replies
    • 853 views
    • 
    • oldman
    • June 22, 2012

26. Safe Harbor deposit due date?

    By doombuggy, June 22, 2012
    • 5 replies
    • 2.3k views
    • 
    • ETA Consulting LLC
    • June 25, 2012

27. Completion of Enrollment form

    By CLE401kGuy, June 21, 2012
    • 2 replies
    • 987 views
    • 
    • 00hskrgrl
    • June 22, 2012

28. ADP testing for Roth Deferrals

    By KevinMc, June 21, 2012
    • 5 replies
    • 3.3k views
    • 
    • ETA Consulting LLC
    • June 22, 2012

29. Safe Harbor Match - changing compensation definition

    By Belgarath, June 21, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • June 21, 2012

30. ADP using net compensation

    By Guest Dumb & Dumber, June 21, 2012
    • 7 replies
    • 2.6k views
    • 
    • BG5150
    • June 25, 2012

31. Conditional profit-sharing allocation requirement...legal?

    By gle318612, June 20, 2012
    • 3 replies
    • 2.2k views
    • 
    • gle318612
    • June 22, 2012

32. FAS 87 Report

    By rcline46, June 20, 2012
    • 1 reply
    • 940 views
    • 
    • david rigby
    • June 20, 2012

33. 404a Participant Disclosures

    By austin3515, June 20, 2012
    • 9 replies
    • 1.8k views
    • 
    • austin3515
    • June 27, 2012

34. Guaranteed Annuity Contracts and "Insured"

    By jkharvey, June 19, 2012
    • 2 replies
    • 793 views
    • 
    • Guest
    • June 20, 2012

35. 408(b)(2) and the plan sponsor

    By CLE401kGuy, June 17, 2012
    • 6 replies
    • 1.4k views
    • 
    • GMK
    • June 19, 2012

36. Alternative Defined Contribution Plan Failure

    By Guest RandomQuestion, June 15, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 15, 2012

37. Self Directed Brokerage Account Disclosures

    By jeff77, June 15, 2012
    • 1 reply
    • 842 views
    • 
    • Bird
    • June 15, 2012

38. Plan Document Providers

    By Stevo-PDX, June 15, 2012
    • 3 replies
    • 1.2k views
    • 
    • SheilaD
    • June 15, 2012

39. Suspending Safe Harbor Match-Top Heavy

    By Guest JCM, June 14, 2012
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • June 15, 2012

40. Maximum 401k Match

    By perkinsran, June 14, 2012
    • 4 replies
    • 1.3k views
    • 
    • perkinsran
    • June 14, 2012

41. Hardship Distribution

    By CLE401kGuy, June 14, 2012
    • 19 replies
    • 5.3k views
    • 
    • ETA Consulting LLC
    • June 18, 2012

42. Combined Testing

    By sdix401k, June 14, 2012
    • 2 replies
    • 1.6k views
    • 
    • sdix401k
    • June 15, 2012

43. HCE Parity Restoration – Whose advice do you value more?

    By Mark Whitelaw, June 13, 2012
    • 8 replies
    • 1.9k views
    • 
    • Mark Whitelaw
    • June 18, 2012

44. Employee Contributions as QNEC's

    By Guest Liosis, June 9, 2012
    • 1 reply
    • 2.1k views
    • 
    • ETA Consulting LLC
    • June 12, 2012

45. Term 401k plan, payout, set up another in 12 months...

    By Oh so SIMPLE, June 8, 2012
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • June 11, 2012

46. 408b2 Disclosures 1 2

    By austin3515, June 7, 2012
    • 65 replies
    • 10.7k views
    • 
    • Bird
    • July 19, 2012

47. Small Cashouts - Require Proof of Age to Determine Present Value?

    By Guest LazLama, June 7, 2012
    • 2 replies
    • 979 views
    • 
    • 00hskrgrl
    • June 22, 2012

48. Top Heavy Determination and 401(k) Receivables

    By Rob P, June 6, 2012
    • 5 replies
    • 2.3k views
    • 
    • Rob P
    • June 7, 2012

49. ADP/ACP Testing on wage definition different than plan operates?

    By MD-Benefits Guy, June 5, 2012
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 6, 2012

50. Change in payroll period - affect on loans

    By cpc0506, June 5, 2012
    • 4 replies
    • 1.5k views
    • 
    • masteff
    • June 6, 2012