401(k) Plans

19,451 topics in this forum

1. Leaving an Open MEP

   By Jennifer D., November 1, 2012
   • 10 replies
   • 4.5k views
   • 
   • Peanut Butter Man
   • November 1, 2012

2. Late 401(k) deposits & Payroll date

   By TPApril, September 19, 2012
   • 7 replies
   • 1.6k views
   • 
   • ESOP Guy
   • November 1, 2012

3. USERRA

   By Nassau, October 31, 2012
   • 3 replies
   • 2.3k views
   • 
   • GMK
   • October 31, 2012

4. Top Heavy 401(k) Plan

   By bzorc, February 3, 2012
   • 13 replies
   • 2.5k views
   • 
   • chc93
   • October 31, 2012

5. Auto Enroll Notice - Default Invesment

   By DTH, October 25, 2012
   • 2 replies
   • 1k views
   • 
   • DTH
   • October 31, 2012

6. PS plan excesses

   By cpc0506, October 19, 2012
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • October 26, 2012

7. Merger/Acquisitions

   By Nassau, October 12, 2012
   • 2 replies
   • 2.4k views
   • 
   • Tom Poje
   • October 26, 2012

8. Multiple Employer plan testing

   By B21, October 26, 2012
   • 1 reply
   • 1.4k views
   • 
   • rcline46
   • October 26, 2012

9. Loan Refinance

   By Guest Hgreer, October 25, 2012
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • October 26, 2012

10. HCE/Key Employee Only Plan

    By Guest Brian Anderson, October 25, 2012
    • 4 replies
    • 1.9k views
    • 
    • chc93
    • October 25, 2012

11. QNEC Explanation

    By dmwe, October 10, 2012
    • 5 replies
    • 2.7k views
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    • dmwe
    • October 25, 2012

12. Two Plans under same Employer

    By cpc0506, October 25, 2012
    • 4 replies
    • 2.3k views
    • 
    • PensionPro
    • October 25, 2012

13. Vesting Breaks in Service

    By Nassau, October 25, 2012
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • October 25, 2012

14. Form 5330

    By 12AX7, October 23, 2012
    • 14 replies
    • 2.8k views
    • 
    • 12AX7
    • October 25, 2012

15. Limitation on Allocation Rates

    By austin3515, October 22, 2012
    • 1 reply
    • 909 views
    • 
    • Kevin C
    • October 22, 2012

16. Very quick question regarding vesting and terminated participants and NRA?

    By Lori H, October 22, 2012
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • October 22, 2012

17. off calendar year ADP testing

    By EBDI, October 16, 2012
    • 10 replies
    • 3.9k views
    • 
    • Kevin C
    • October 22, 2012

18. 401K Excluded Groups

    By Guest DHouse, October 21, 2012
    • 1 reply
    • 1.4k views
    • 
    • Bill Presson
    • October 21, 2012

19. Loan Default

    By Guest elang, October 19, 2012
    • 3 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • October 19, 2012

20. Match contribution not capped at Annual Contribution Limit

    By Guest Powers, October 19, 2012
    • 1 reply
    • 882 views
    • 
    • ETA Consulting LLC
    • October 19, 2012

21. penalty for late 8955SSA?

    By Jim Chad, October 18, 2012
    • 3 replies
    • 1.1k views
    • 
    • K2retire
    • October 18, 2012

22. TPA experience with working with Guardian

    By Guest Diane DuFresne, October 18, 2012
    • 1 reply
    • 1k views
    • 
    • A Shot in the Dark
    • October 18, 2012

23. auto enrollment and rehires

    By K2retire, October 17, 2012
    • 3 replies
    • 5k views
    • 
    • BG5150
    • October 18, 2012

24. 401(k) Contributions from Cash Back

    By PensionPro, October 15, 2012
    • 20 replies
    • 3.6k views
    • 
    • Bird
    • October 17, 2012

25. 401K and DB 415 limit

    By pgold, October 17, 2012
    • 2 replies
    • 1k views
    • 
    • rcline46
    • October 17, 2012

26. 401(k) 3% nonelective

    By Belgarath, October 16, 2012
    • 2 replies
    • 1.3k views
    • 
    • Kevin C
    • October 17, 2012

27. After Tax and Match

    By justatester, October 15, 2012
    • 6 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • October 15, 2012

28. Non-US Citizens in 401k Plan

    By CLE401kGuy, October 15, 2012
    • 4 replies
    • 14.3k views
    • 
    • ESOP Guy
    • October 15, 2012

29. Proper 401K plan entry date in TPA records?

    By Guest 410b, October 11, 2012
    • 12 replies
    • 7.2k views
    • 
    • Guest
    • October 13, 2012

30. Crazy anti-alienation issue

    By ERISAatty, July 6, 2011
    • 6 replies
    • 2.9k views
    • 
    • mbozek
    • October 13, 2012

31. Allocation vs Accural For ABT & General Test

    By justatester, October 12, 2012
    • 2 replies
    • 3.6k views
    • 
    • Mike Preston
    • October 13, 2012

32. Quarterly entry and 1,000 hours

    By Guest JPIngold, December 1, 2011
    • 18 replies
    • 5.6k views
    • 
    • Guest
    • October 11, 2012

33. Loan Cure Period

    By Guest andmik, October 10, 2012
    • 11 replies
    • 13.2k views
    • 
    • MoJo
    • October 11, 2012

34. Traditional Safe Harbor Match

    By Nassau, October 11, 2012
    • 0 replies
    • 1k views
    • 
    • Nassau
    • October 11, 2012

35. Applying for a Determination Letter

    By fiona1, October 11, 2012
    • 0 replies
    • 920 views
    • 
    • fiona1
    • October 11, 2012

36. Multiple Match Safe Harbor

    By ConnieStorer, October 26, 2010
    • 10 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2012

37. Foreign Beneficiary on a US 401(k) Plan

    By Guest LStein, October 4, 2012
    • 4 replies
    • 2.6k views
    • 
    • mbozek
    • October 10, 2012

38. SPD Amendment For Window?

    By ERISA-Bubs, October 9, 2012
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2012

39. Plan merger and last day rule

    By 30Rock, October 9, 2012
    • 0 replies
    • 1.1k views
    • 
    • 30Rock
    • October 9, 2012

40. W-2 Compensation

    By Guest Dumb & Dumber, July 12, 2011
    • 7 replies
    • 5.3k views
    • 
    • 401 Chaos
    • October 9, 2012

41. 401(k) deposit check lost in mail, ultimately late, can it be excused?

    By TPApril, October 6, 2012
    • 7 replies
    • 7.4k views
    • 
    • austin3515
    • October 9, 2012

42. top heavy and family aggregation

    By Guest erisalady, October 9, 2012
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 9, 2012

43. 8955-SSA

    By austin3515, April 10, 2012
    • 13 replies
    • 3.7k views
    • 
    • Tom Poje
    • October 9, 2012

44. 401k 3% safe harbor qnec

    By Guest Susan M., October 3, 2012
    • 10 replies
    • 3.9k views
    • 
    • 12AX7
    • October 4, 2012

45. HCE determination for short plan year for partnership

    By AKconsult, October 4, 2012
    • 2 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • October 4, 2012

46. new investment provider/deposits

    By pmacduff, October 2, 2012
    • 11 replies
    • 1.6k views
    • 
    • MoJo
    • October 3, 2012

47. Deminimus for RMD's ?

    By Jim Chad, October 2, 2012
    • 5 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • October 2, 2012

48. employee after tax contributions

    By K2retire, October 2, 2012
    • 1 reply
    • 821 views
    • 
    • ETA Consulting LLC
    • October 2, 2012

49. Return of Auto Deferral Contribution

    By Guest SLBRB, September 28, 2012
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 2, 2012

50. Wierd Match

    By PFranckowiak, October 1, 2012
    • 3 replies
    • 1k views
    • 
    • Guest
    • October 2, 2012