401(k) Plans

19,299 topics in this forum

1. Elapsed Time Vesting

   By MBCarey, June 28, 2012
   • 1 reply
   • 2.8k views
   • 
   • Tom Poje
   • June 28, 2012

2. 404a Participant Disclosures

   By austin3515, June 20, 2012
   • 9 replies
   • 1.8k views
   • 
   • austin3515
   • June 27, 2012

3. Merging 2 safe harbor plans mid-year

   By Guest FAQ, June 26, 2012
   • 1 reply
   • 3k views
   • 
   • Tom Poje
   • June 26, 2012

4. Safe Harbor deposit due date?

   By doombuggy, June 22, 2012
   • 5 replies
   • 2.3k views
   • 
   • ETA Consulting LLC
   • June 25, 2012

5. ADP using net compensation

   By Guest Dumb & Dumber, June 21, 2012
   • 7 replies
   • 2.6k views
   • 
   • BG5150
   • June 25, 2012

6. 408(b)(2) regulation

   By KevinMc, June 24, 2012
   • 2 replies
   • 943 views
   • 
   • KevinMc
   • June 25, 2012

7. 408(b)(2) and PEOs

   By Christine Roberts, June 24, 2012
   • 0 replies
   • 1.1k views
   • 
   • Christine Roberts
   • June 24, 2012

8. withdrawl from multiple er plan and transfer of assets

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

9. Small Cashouts - Require Proof of Age to Determine Present Value?

   By Guest LazLama, June 7, 2012
   • 2 replies
   • 981 views
   • 
   • 00hskrgrl
   • June 22, 2012

10. USERRA, HEART Act, Make-Up Contributions, Military Differential

    By Guest BWNWE, March 28, 2012
    • 2 replies
    • 7k views
    • 
    • 00hskrgrl
    • June 22, 2012

11. ADP testing for Roth Deferrals

    By KevinMc, June 21, 2012
    • 5 replies
    • 3.3k views
    • 
    • ETA Consulting LLC
    • June 22, 2012

12. Conditional profit-sharing allocation requirement...legal?

    By gle318612, June 20, 2012
    • 3 replies
    • 2.2k views
    • 
    • gle318612
    • June 22, 2012

13. 457 Spinoff to a 401(k)

    By oldman, June 22, 2012
    • 0 replies
    • 858 views
    • 
    • oldman
    • June 22, 2012

14. Completion of Enrollment form

    By CLE401kGuy, June 21, 2012
    • 2 replies
    • 996 views
    • 
    • 00hskrgrl
    • June 22, 2012

15. Safe Harbor Match - changing compensation definition

    By Belgarath, June 21, 2012
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • June 21, 2012

16. FAS 87 Report

    By rcline46, June 20, 2012
    • 1 reply
    • 944 views
    • 
    • david rigby
    • June 20, 2012

17. Guaranteed Annuity Contracts and "Insured"

    By jkharvey, June 19, 2012
    • 2 replies
    • 797 views
    • 
    • Guest
    • June 20, 2012

18. 408(b)(2) and the plan sponsor

    By CLE401kGuy, June 17, 2012
    • 6 replies
    • 1.4k views
    • 
    • GMK
    • June 19, 2012

19. Hardship Distribution

    By CLE401kGuy, June 14, 2012
    • 19 replies
    • 5.3k views
    • 
    • ETA Consulting LLC
    • June 18, 2012

20. HCE Parity Restoration – Whose advice do you value more?

    By Mark Whitelaw, June 13, 2012
    • 8 replies
    • 1.9k views
    • 
    • Mark Whitelaw
    • June 18, 2012

21. Alternative Defined Contribution Plan Failure

    By Guest RandomQuestion, June 15, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 15, 2012

22. Self Directed Brokerage Account Disclosures

    By jeff77, June 15, 2012
    • 1 reply
    • 844 views
    • 
    • Bird
    • June 15, 2012

23. Suspending Safe Harbor Match-Top Heavy

    By Guest JCM, June 14, 2012
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • June 15, 2012

24. Plan Document Providers

    By Stevo-PDX, June 15, 2012
    • 3 replies
    • 1.3k views
    • 
    • SheilaD
    • June 15, 2012

25. Combined Testing

    By sdix401k, June 14, 2012
    • 2 replies
    • 1.7k views
    • 
    • sdix401k
    • June 15, 2012

26. Maximum 401k Match

    By perkinsran, June 14, 2012
    • 4 replies
    • 1.3k views
    • 
    • perkinsran
    • June 14, 2012

27. Employee Contributions as QNEC's

    By Guest Liosis, June 9, 2012
    • 1 reply
    • 2.1k views
    • 
    • ETA Consulting LLC
    • June 12, 2012

28. Term 401k plan, payout, set up another in 12 months...

    By Oh so SIMPLE, June 8, 2012
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • June 11, 2012

29. Top Heavy Determination and 401(k) Receivables

    By Rob P, June 6, 2012
    • 5 replies
    • 2.3k views
    • 
    • Rob P
    • June 7, 2012

30. Change in payroll period - affect on loans

    By cpc0506, June 5, 2012
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • June 6, 2012

31. ADP/ACP Testing on wage definition different than plan operates?

    By MD-Benefits Guy, June 5, 2012
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 6, 2012

32. Controlled Group Question

    By AJ North, June 4, 2012
    • 3 replies
    • 1k views
    • 
    • AJ North
    • June 5, 2012

33. 60-Day Rollover Rule Question

    By Gadgetfreak, March 14, 2012
    • 13 replies
    • 4.3k views
    • 
    • MoJo
    • June 5, 2012

34. 401k Catch Up

    By CLE401kGuy, June 4, 2012
    • 5 replies
    • 1.6k views
    • 
    • CLE401kGuy
    • June 5, 2012

35. rollover of Roth money into a 401(k) plan

    By K2retire, June 4, 2012
    • 1 reply
    • 838 views
    • 
    • masteff
    • June 4, 2012

36. keeping sources separate

    By cpc0506, June 4, 2012
    • 2 replies
    • 992 views
    • 
    • cpc0506
    • June 4, 2012

37. forfeiture used for offset vs. reallocation

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

38. QNECs

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

39. Rollovers from employer plan to Roth IRAs

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

40. Nondiscretionary TRustee

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

41. 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
    • 5.3k views
    • 
    • Kevin C
    • May 24, 2012

42. ADP test

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

43. Severance from Employment

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

44. Missed Deferrals on Bonus Comp

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

45. Leased employees

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

46. Distribution event?

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

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

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

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

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

49. Online search engine / research tool

    By VincentBocchinfuso CPC, January 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • pmacduff
    • May 23, 2012

50. Distribution Notice Time Line

    By Guest MEGK, April 26, 2012
    • 32 replies
    • 7.5k views
    • 
    • masteff
    • May 22, 2012