401(k) Plans

19,299 topics in this forum

1. Spin-off from Multiple Employer Plan

   By QNPG, August 29, 2012
   • 1 reply
   • 2.5k views
   • 
   • 12AX7
   • September 2, 2012

2. Accrued to Date testing

   By John Feldt ERPA CPC QPA, August 23, 2012
   • 2 replies
   • 1.5k views
   • 
   • Kevin C
   • August 31, 2012

3. Retroactive Amendment

   By ERISA-Bubs, August 30, 2012
   • 0 replies
   • 1.1k views
   • 
   • ERISA-Bubs
   • August 30, 2012

4. profil sharing election - deferral limits

   By Guest benefitstudent, August 30, 2012
   • 1 reply
   • 845 views
   • 
   • ETA Consulting LLC
   • August 30, 2012

5. Loans and Summer Leaves

   By austin3515, August 29, 2012
   • 7 replies
   • 1.4k views
   • 
   • Guest
   • August 29, 2012

6. Plan mortgage to purchase land

   By Guest jrc, August 29, 2012
   • 0 replies
   • 827 views
   • 
   • Guest
   • August 29, 2012

7. 404(a)(5) for Terminating Plan

   By nancy, August 17, 2012
   • 6 replies
   • 1.8k views
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   • BG5150
   • August 28, 2012

8. another 404(a)(5) question - duplicate mailings?

   By TPAnnie, August 27, 2012
   • 1 reply
   • 996 views
   • 
   • Guest
   • August 28, 2012

9. 404a5 Disclosures to "Non-Participating" Participants

   By austin3515, August 27, 2012
   • 3 replies
   • 1.5k views
   • 
   • austin3515
   • August 27, 2012

10. fee disclosure on annuity

    By K2retire, August 24, 2012
    • 4 replies
    • 1.1k views
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    • K2retire
    • August 26, 2012

11. is investment managed by money manager considered brokerage window?

    By Tina W, August 23, 2012
    • 4 replies
    • 946 views
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    • Tina W
    • August 25, 2012

12. Splitting Solo 401(k)

    By Guest hk73, August 23, 2012
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • August 24, 2012

13. Anyone know if the plan can invest

    By jkharvey, August 23, 2012
    • 5 replies
    • 1.1k views
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    • ESOP Guy
    • August 24, 2012

14. Loan Default after Leave of Absence

    By Guest Dumb & Dumber, August 23, 2012
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • August 23, 2012

15. Target Date Fund Disclosures for 404a5

    By austin3515, August 20, 2012
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 23, 2012

16. Which Plan Year

    By justatester, August 20, 2012
    • 17 replies
    • 1.6k views
    • 
    • BG5150
    • August 23, 2012

17. amend a safe harbor match

    By Santo Gold, August 22, 2012
    • 5 replies
    • 1.1k views
    • 
    • Santo Gold
    • August 23, 2012

18. Another life insurance question

    By Guest Robertd, August 21, 2012
    • 6 replies
    • 1.1k views
    • 
    • K2retire
    • August 22, 2012

19. When is someone a participant (again)

    By BG5150, August 21, 2012
    • 1 reply
    • 812 views
    • 
    • ETA Consulting LLC
    • August 21, 2012

20. Terminated Participants

    By Nassau, August 21, 2012
    • 4 replies
    • 1.9k views
    • 
    • K2retire
    • August 21, 2012

21. Hurricane Irene Relief

    By Guest TomB432, August 20, 2012
    • 1 reply
    • 792 views
    • 
    • david rigby
    • August 21, 2012

22. 404a-5 notice

    By Chippy, August 20, 2012
    • 1 reply
    • 1.6k views
    • 
    • cpc0506
    • August 20, 2012

23. Amending Profit Sharing Allocation Method

    By emmetttrudy, August 17, 2012
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • August 18, 2012

24. Stop Safe Harbor Match Mid year for owners

    By Guest Solara, August 17, 2012
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 17, 2012

25. water and sewer shutoff notice Hardship Safe Harbor?

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

26. Prohibited Transaction

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

27. Contribution Classification

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

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

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

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

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

30. Controlled Group?

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

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

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

32. Top Paid Group problem

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

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

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

34. 401k auto enroll recapture

    By Guest ghal, August 14, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • August 14, 2012

35. 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

36. Roth Rollover

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

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

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

38. Discretionary PS Funded Year Round

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

39. Life insurance in Profit Sharing Plan

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

40. 404(a)(5) for SDBAs

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

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

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

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

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

43. Off-Calendar Top Heavy Test

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

44. Service Provider Fee Disclosures

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

45. Off Calendar Year Catch-Ups

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

46. Eligible Compensation

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

47. Late ADP failure correction - earnings

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

48. One to One correction

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

49. Fringe Benefits Include Sick Pay?

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

50. testing different match rates

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