401(k) Plans

19,275 topics in this forum

1. water and sewer shutoff notice Hardship Safe Harbor?

   By Jim Chad, August 15, 2012
   • 14 replies
   • 3.2k views
   • 
   • Lou S.
   • August 17, 2012

2. Prohibited Transaction

   By Guest elang, August 16, 2012
   • 2 replies
   • 938 views
   • 
   • masteff
   • August 17, 2012

3. Contribution Classification

   By Guest Powers, August 17, 2012
   • 0 replies
   • 788 views
   • 
   • Guest
   • August 17, 2012

4. Dependent Care Assistance - Contributions included for plan comp purposes?

   By 401king, August 16, 2012
   • 4 replies
   • 1.1k views
   • 
   • 401king
   • August 17, 2012

5. It just doesn't fee right...

   By austin3515, August 16, 2012
   • 9 replies
   • 1.4k views
   • 
   • mbozek
   • August 16, 2012

6. Controlled Group?

   By DP, August 15, 2012
   • 3 replies
   • 914 views
   • 
   • ETA Consulting LLC
   • August 15, 2012

7. Possible to be HCE and NHCE in same year?

   By gregburst, August 14, 2012
   • 2 replies
   • 1.2k views
   • 
   • gregburst
   • August 15, 2012

8. Top Paid Group problem

   By Richard Anderson, August 13, 2012
   • 6 replies
   • 2.1k views
   • 
   • chc93
   • August 15, 2012

9. Non-Partner 401(k) Contributions & Earned Income

   By Nate X, August 13, 2012
   • 13 replies
   • 4.6k views
   • 
   • mbozek
   • August 15, 2012

10. 401k auto enroll recapture

    By Guest ghal, August 14, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 14, 2012

11. Self Employed Owner Schedule C from two businesses

    By Guest jsample, August 14, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • August 14, 2012

12. Roth Rollover

    By Guest MarieNo, August 13, 2012
    • 3 replies
    • 1.8k views
    • 
    • 401king
    • August 13, 2012

13. New plan - timing of 404(a)(5) annual notice?

    By AlbanyConsultant, August 13, 2012
    • 1 reply
    • 1.5k views
    • 
    • chc93
    • August 13, 2012

14. Discretionary PS Funded Year Round

    By austin3515, August 8, 2012
    • 13 replies
    • 2.3k views
    • 
    • Bird
    • August 10, 2012

15. Life insurance in Profit Sharing Plan

    By KevinMc, August 8, 2012
    • 2 replies
    • 1.4k views
    • 
    • KevinMc
    • August 9, 2012

16. 404(a)(5) for SDBAs

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

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

    By Gadgetfreak, August 3, 2012
    • 28 replies
    • 4.7k views
    • 
    • Gadgetfreak
    • August 8, 2012

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

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

19. Off-Calendar Top Heavy Test

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

20. Service Provider Fee Disclosures

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

21. Off Calendar Year Catch-Ups

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

22. Eligible Compensation

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

23. Late ADP failure correction - earnings

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

24. One to One correction

    By austin3515, August 2, 2012
    • 8 replies
    • 3.2k views
    • 
    • fiona1
    • August 6, 2012

25. Fringe Benefits Include Sick Pay?

    By austin3515, August 3, 2012
    • 3 replies
    • 3.7k views
    • 
    • masteff
    • August 6, 2012

26. testing different match rates

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

27. Coverage Testing and Fail Safe Language

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

28. Representative Matching Rate

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

29. 401k Compliance Issue (True Up Calc Dispute…)

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

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

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

31. Forfeitures to pay expenses

    By jkharvey, July 20, 2012
    • 18 replies
    • 7.4k views
    • 
    • MoJo
    • August 1, 2012

32. 404(a)(5) and plans that cover only owners

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

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

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

34. Leased Employees

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

35. Earnings on Late Employer Contribution

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

36. corrective plan amendment

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

37. DFVCP

    By Jim Chad, July 30, 2012
    • 2 replies
    • 1k views
    • 
    • Jim Chad
    • July 30, 2012

38. Letter to employer with 404a notices

    By Jim Chad, July 26, 2012
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • July 30, 2012

39. Spin-off question

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

40. Separate Trust Agreements

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

41. Elimination of 410(b) Fail Safe

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

42. Start new safe harbor plan now

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

43. Lienable

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

44. QNEC for a missed deferral

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

45. Auto Increase

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

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

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

47. Lost Earnings

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

48. PA withholding on 401(k) contribs

    By HarleyBabe, July 23, 2012
    • 8 replies
    • 7.5k views
    • 
    • mbozek
    • July 24, 2012

49. Employees of Subsidiary Eligible to Participate?

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

50. 408b2 Disclosures 1 2

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