401(k) Plans

19,337 topics in this forum

1. 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

2. Loan Default after Leave of Absence

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

3. Target Date Fund Disclosures for 404a5

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

4. Which Plan Year

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

5. amend a safe harbor match

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

6. Another life insurance question

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

7. When is someone a participant (again)

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

8. Terminated Participants

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

9. Hurricane Irene Relief

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

10. 404a-5 notice

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

11. Amending Profit Sharing Allocation Method

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

12. Stop Safe Harbor Match Mid year for owners

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

13. water and sewer shutoff notice Hardship Safe Harbor?

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

14. Prohibited Transaction

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

15. Contribution Classification

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

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

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

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

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

18. Controlled Group?

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

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

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

20. Top Paid Group problem

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

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

    By Nate X, August 13, 2012
    • 13 replies
    • 4.7k views
    • 
    • mbozek
    • August 15, 2012

22. 401k auto enroll recapture

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

23. 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

24. Roth Rollover

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

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

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

26. Discretionary PS Funded Year Round

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

27. Life insurance in Profit Sharing Plan

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

28. 404(a)(5) for SDBAs

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

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

    By Gadgetfreak, August 3, 2012
    • 28 replies
    • 4.9k views
    • 
    • Gadgetfreak
    • August 8, 2012

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

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

31. Off-Calendar Top Heavy Test

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

32. Service Provider Fee Disclosures

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

33. Off Calendar Year Catch-Ups

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

34. Eligible Compensation

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

35. Late ADP failure correction - earnings

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

36. One to One correction

    By austin3515, August 2, 2012
    • 8 replies
    • 3.4k views
    • 
    • fiona1
    • August 6, 2012

37. Fringe Benefits Include Sick Pay?

    By austin3515, August 3, 2012
    • 3 replies
    • 3.8k views
    • 
    • masteff
    • August 6, 2012

38. testing different match rates

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

39. Coverage Testing and Fail Safe Language

    By justatester, June 25, 2012
    • 12 replies
    • 4.8k views
    • 
    • movedon
    • August 5, 2012

40. Representative Matching Rate

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

41. 401k Compliance Issue (True Up Calc Dispute…)

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

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

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

43. Forfeitures to pay expenses

    By jkharvey, July 20, 2012
    • 18 replies
    • 7.6k views
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    • MoJo
    • August 1, 2012

44. 404(a)(5) and plans that cover only owners

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

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

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

46. Leased Employees

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

47. Earnings on Late Employer Contribution

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

48. corrective plan amendment

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

49. DFVCP

    By Jim Chad, July 30, 2012
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • July 30, 2012

50. Letter to employer with 404a notices

    By Jim Chad, July 26, 2012
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • July 30, 2012