401(k) Plans

19,365 topics in this forum

1. Private Placement in 401(k) Plan

   By Jim Chad, September 13, 2012
   • 5 replies
   • 2.5k views
   • 
   • K2retire
   • September 14, 2012

2. 401k withholding on a 409A distribution

   By Guest ghal, September 13, 2012
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • September 13, 2012

3. 401K Deferrals & 7 Day Safe Harbor

   By ERISA13, September 11, 2012
   • 3 replies
   • 1.4k views
   • 
   • Lou S.
   • September 12, 2012

4. 1 Man Plan

   By Guest elang, September 11, 2012
   • 1 reply
   • 934 views
   • 
   • ETA Consulting LLC
   • September 11, 2012

5. Rollover of Loan OUT of a Plan

   By Gadgetfreak, September 10, 2012
   • 8 replies
   • 7.4k views
   • 
   • Kevin C
   • September 11, 2012

6. Calculating K-1 earnings for 401(k) plan purposes

   By kwalified, September 10, 2012
   • 0 replies
   • 810 views
   • 
   • kwalified
   • September 10, 2012

7. Safe Harbor

   By Guest andmik, September 7, 2012
   • 7 replies
   • 1.4k views
   • 
   • Kevin C
   • September 10, 2012

8. Eligible Compensation

   By Nassau, September 7, 2012
   • 3 replies
   • 1.7k views
   • 
   • ETA Consulting LLC
   • September 7, 2012

9. Excluded in Safe Harbor 401(k) Plan

   By Dougsbpc, September 6, 2012
   • 2 replies
   • 1.1k views
   • 
   • ETA Consulting LLC
   • September 7, 2012

10. Reverse Borrowing in First Plan Year

    By justatester, September 6, 2012
    • 11 replies
    • 2.1k views
    • 
    • justatester
    • September 7, 2012

11. profil sharing election - deferral limits

    By Guest benefitstudent, August 30, 2012
    • 14 replies
    • 2k views
    • 
    • Guest
    • September 6, 2012

12. Match based on incorrect compensation

    By oldman, August 30, 2012
    • 7 replies
    • 3.6k views
    • 
    • 12AX7
    • September 6, 2012

13. Excess Correction

    By Guest Spock, September 5, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 5, 2012

14. Plan Fees from owners account

    By austin3515, September 4, 2012
    • 5 replies
    • 969 views
    • 
    • Lou S.
    • September 4, 2012

15. Affiliated Service Group in 401k

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

16. Non profit with subsidiaries

    By Jim Chad, August 31, 2012
    • 1 reply
    • 907 views
    • 
    • mbozek
    • September 3, 2012

17. Spin-off from Multiple Employer Plan

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

18. Accrued to Date testing

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

19. Retroactive Amendment

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

20. profil sharing election - deferral limits

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

21. Loans and Summer Leaves

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

22. Plan mortgage to purchase land

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

23. 404(a)(5) for Terminating Plan

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

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

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

25. 404a5 Disclosures to "Non-Participating" Participants

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

26. fee disclosure on annuity

    By K2retire, August 24, 2012
    • 4 replies
    • 1.2k views
    • 
    • K2retire
    • August 26, 2012

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

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

28. Splitting Solo 401(k)

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

29. Anyone know if the plan can invest

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

30. Loan Default after Leave of Absence

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

31. Target Date Fund Disclosures for 404a5

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

32. Which Plan Year

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

33. amend a safe harbor match

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

34. Another life insurance question

    By Guest Robertd, August 21, 2012
    • 6 replies
    • 1.2k views
    • 
    • K2retire
    • August 22, 2012

35. When is someone a participant (again)

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

36. Terminated Participants

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

37. Hurricane Irene Relief

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

38. 404a-5 notice

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

39. Amending Profit Sharing Allocation Method

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

40. Stop Safe Harbor Match Mid year for owners

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

41. water and sewer shutoff notice Hardship Safe Harbor?

    By Jim Chad, August 15, 2012
    • 14 replies
    • 3.3k views
    • 
    • Lou S.
    • August 17, 2012

42. Prohibited Transaction

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

43. Contribution Classification

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

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

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

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

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

46. Controlled Group?

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

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

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

48. Top Paid Group problem

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

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

    By Nate X, August 13, 2012
    • 13 replies
    • 4.8k views
    • 
    • mbozek
    • August 15, 2012

50. 401k auto enroll recapture

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