401(k) Plans

19,321 topics in this forum

1. forfeiture used for offset vs. reallocation

   By Guest ghal, June 1, 2012
   • 7 replies
   • 2.1k views
   • 
   • movedon
   • June 4, 2012

2. QNECs

   By Gary, June 1, 2012
   • 3 replies
   • 1.3k views
   • 
   • Tom Poje
   • June 1, 2012

3. Rollovers from employer plan to Roth IRAs

   By Nassau, May 30, 2012
   • 2 replies
   • 1.1k views
   • 
   • mbozek
   • May 31, 2012

4. Nondiscretionary TRustee

   By austin3515, May 29, 2012
   • 2 replies
   • 3.3k views
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   • John Feldt ERPA CPC QPA
   • May 30, 2012

5. withdrawl from multiple er plan and transfer of assets

   By Draper55, May 25, 2012
   • 1 reply
   • 1.3k views
   • 
   • 00hskrgrl
   • June 22, 2012

6. ADP test

   By Belgarath, May 24, 2012
   • 2 replies
   • 1.2k views
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   • Belgarath
   • May 24, 2012

7. Leased employees

   By Guest JPIngold, May 23, 2012
   • 6 replies
   • 3.4k views
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   • 00hskrgrl
   • May 24, 2012

8. Missed Deferrals on Bonus Comp

   By 12AX7, May 23, 2012
   • 5 replies
   • 2.1k views
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   • 12AX7
   • May 24, 2012

9. Distribution event?

   By Oh so SIMPLE, May 23, 2012
   • 2 replies
   • 2.5k views
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   • 00hskrgrl
   • May 23, 2012

10. impremissable w/d in Dec 2011 & March 2012 AND....

    By doombuggy, May 23, 2012
    • 0 replies
    • 975 views
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    • doombuggy
    • May 23, 2012

11. Is there a waiting period or not (for testing)?

    By Guest user99, May 22, 2012
    • 8 replies
    • 1.8k views
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    • Guest
    • May 23, 2012

12. Withdrawals vss. distributions

    By Jim Chad, May 22, 2012
    • 2 replies
    • 970 views
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    • masteff
    • May 22, 2012

13. top heavy safe harbor

    By pmacduff, May 21, 2012
    • 1 reply
    • 944 views
    • 
    • K2retire
    • May 21, 2012

14. Severance from Employment

    By Kevin C, May 18, 2012
    • 2 replies
    • 3.6k views
    • 
    • 00hskrgrl
    • May 24, 2012

15. Late Deposit

    By Randy Watson, May 18, 2012
    • 6 replies
    • 1.2k views
    • 
    • Randy Watson
    • May 18, 2012

16. What is to prevent a SH 401(k) from having a month of service on deferrals;YOS on SH Match?

    By kwalified, May 18, 2012
    • 23 replies
    • 5.4k views
    • 
    • Kevin C
    • May 24, 2012

17. Keeping up with State Tax Withholding Requirements

    By 401king, May 17, 2012
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • May 17, 2012

18. Fiduciary Audit Firm

    By CharlesLeggette, May 17, 2012
    • 1 reply
    • 1k views
    • 
    • mbozek
    • May 18, 2012

19. Top-hat Plan

    By Logan401, May 16, 2012
    • 3 replies
    • 1k views
    • 
    • PensionPro
    • May 16, 2012

20. ACP Testing for match exceeding Safe Harbor Match

    By buckaroo, May 16, 2012
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • May 16, 2012

21. How fix failed coverage test when 100% benefitting?

    By Guest TaxedToDeath, May 11, 2012
    • 1 reply
    • 1.8k views
    • 
    • Mike Preston
    • May 14, 2012

22. Ethics

    By Dan, May 11, 2012
    • 1 reply
    • 1.1k views
    • 
    • Bill Presson
    • May 11, 2012

23. top heavy calculation

    By Guest ghal, May 11, 2012
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • May 11, 2012

24. Inaccurate notice of benefit from SSA

    By Guest johnpetrancosta, May 10, 2012
    • 15 replies
    • 5.1k views
    • 
    • mbozek
    • May 11, 2012

25. top heavy exemption or not

    By Gary, May 10, 2012
    • 2 replies
    • 2k views
    • 
    • chc93
    • May 10, 2012

26. Pension Auditors are Better than the DOL give credit for!

    By austin3515, May 9, 2012
    • 9 replies
    • 1.3k views
    • 
    • austin3515
    • May 10, 2012

27. cross testing and gateway

    By Gary, May 9, 2012
    • 0 replies
    • 1k views
    • 
    • Gary
    • May 9, 2012

28. RMD - death

    By mehmgo, May 8, 2012
    • 1 reply
    • 964 views
    • 
    • jpod
    • May 8, 2012

29. Your thoughts on elig

    By doombuggy, May 8, 2012
    • 1 reply
    • 1k views
    • 
    • rcline46
    • May 8, 2012

30. service provider disclosure

    By Scuba 401, May 8, 2012
    • 2 replies
    • 1.1k views
    • 
    • Scuba 401
    • May 9, 2012

31. Key employee determination

    By Guest KRettler, May 6, 2012
    • 2 replies
    • 2.3k views
    • 
    • Mike Preston
    • May 7, 2012

32. Match Formula

    By Logan401, May 4, 2012
    • 1 reply
    • 883 views
    • 
    • ETA Consulting LLC
    • May 4, 2012

33. Anticipated Medical Expenses for Hardship

    By Oh so SIMPLE, May 4, 2012
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • May 9, 2012

34. Debit Cash Balance in Trust Account

    By Guest Bosco108, May 4, 2012
    • 3 replies
    • 1k views
    • 
    • mbozek
    • May 4, 2012

35. Money Type

    By Guest jkhan, May 4, 2012
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 9, 2012

36. Controlled Group and Coverage Testing

    By justatester, May 3, 2012
    • 5 replies
    • 2.1k views
    • 
    • Tom Poje
    • May 4, 2012

37. Content Requirement for Safe Harbor Notice

    By John Feldt ERPA CPC QPA, May 2, 2012
    • 2 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 3, 2012

38. No Beneficiary on File

    By JKW, May 2, 2012
    • 3 replies
    • 1.2k views
    • 
    • JKW
    • May 3, 2012

39. Rollovers for Non-REsponders - Plan Term

    By austin3515, May 2, 2012
    • 5 replies
    • 1k views
    • 
    • austin3515
    • May 4, 2012

40. Equivalent Vesting

    By RRB, May 2, 2012
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • May 2, 2012

41. ADP Testing

    By Guest elang, May 2, 2012
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • May 4, 2012

42. Plan-Imposed Limit on 401(k)

    By Doghouse, April 26, 2012
    • 13 replies
    • 3k views
    • 
    • mbozek
    • May 3, 2012

43. corrective amendment

    By Gary, April 26, 2012
    • 4 replies
    • 2.1k views
    • 
    • chc93
    • April 27, 2012

44. Distribution Notice Time Line

    By Guest MEGK, April 26, 2012
    • 32 replies
    • 7.7k views
    • 
    • masteff
    • May 22, 2012

45. Ineligible employee deferred

    By cdavis25, April 26, 2012
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • April 26, 2012

46. Hardship Withdraw - property taxes

    By mehmgo, April 26, 2012
    • 5 replies
    • 11.1k views
    • 
    • masteff
    • April 27, 2012

47. IRS audit and eligibility definition

    By pmacduff, April 25, 2012
    • 4 replies
    • 1.3k views
    • 
    • pmacduff
    • April 26, 2012

48. Is it allowable to have a match provided to only first year employees?

    By 401king, April 25, 2012
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • April 25, 2012

49. Life insurance on partner

    By Guest charlesperry, April 24, 2012
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • May 2, 2012

50. RMD and Roth Contributions

    By Guest Michele Ciz, April 23, 2012
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • April 24, 2012