401(k) Plans

19,321 topics in this forum

1. Profit Sharing Plan for a S Corp.

   By KevinMc, July 17, 2012
   • 2 replies
   • 1.7k views
   • 
   • cpc0506
   • July 17, 2012

2. Payroll Company Error May Cost Big $$$ - Any Alternatives?

   By Guest orangehorse, July 16, 2012
   • 4 replies
   • 1.6k views
   • 
   • ETA Consulting LLC
   • July 17, 2012

3. Top Heavy Minimum / Plan Termination

   By austin3515, July 16, 2012
   • 8 replies
   • 4.2k views
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   • austin3515
   • July 16, 2012

4. Holding Company with plan

   By Guest tjt169, July 10, 2012
   • 3 replies
   • 2.2k views
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   • 12AX7
   • July 15, 2012

5. employee deferrals

   By EBDI, July 12, 2012
   • 4 replies
   • 1.2k views
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   • K2retire
   • July 13, 2012

6. Penalty for not distributing 404a

   By Jim Chad, July 11, 2012
   • 5 replies
   • 1.4k views
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   • BG5150
   • July 13, 2012

7. Annual Disclosure Notice to Participants

   By gregburst, July 10, 2012
   • 7 replies
   • 1.4k views
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   • cpc0506
   • July 13, 2012

8. No Beneficiary Designation On File

   By waid10, July 12, 2012
   • 4 replies
   • 1.7k views
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   • Peanut Butter Man
   • July 13, 2012

9. Correction for Failure to Effect Participant Election

   By Guest BWNWE, July 11, 2012
   • 2 replies
   • 1.3k views
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   • Guest
   • July 12, 2012

10. Hardship Suspension Period

    By ERISA25, July 12, 2012
    • 5 replies
    • 3.8k views
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    • ETA Consulting LLC
    • July 12, 2012

11. Safe Harbor Plan

    By MarZDoates, July 11, 2012
    • 1 reply
    • 892 views
    • 
    • ETA Consulting LLC
    • July 12, 2012

12. Calculating 401k Match

    By four01kman, July 11, 2012
    • 2 replies
    • 1k views
    • 
    • GMK
    • July 11, 2012

13. 404a disclsure for brokerage account - Stocks?

    By Jim Chad, July 11, 2012
    • 0 replies
    • 813 views
    • 
    • Jim Chad
    • July 11, 2012

14. Older partner wants to max out PS contribution, younger partner wants cash

    By Guest Bearlee, June 29, 2012
    • 13 replies
    • 2k views
    • 
    • Guest
    • July 10, 2012

15. 404a5 and brokerage accounts...

    By CLE401kGuy, July 2, 2012
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 9, 2012

16. RMD required or not?

    By Brenda Wren, July 6, 2012
    • 3 replies
    • 1.2k views
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    • ETA Consulting LLC
    • July 9, 2012

17. Service-Based Allocations - eligible to participate, but no allocation

    By 00hskrgrl, June 22, 2012
    • 4 replies
    • 2.7k views
    • 
    • Kevin C
    • July 6, 2012

18. Part Time Employees

    By Dougsbpc, June 26, 2012
    • 5 replies
    • 2k views
    • 
    • Dougsbpc
    • July 6, 2012

19. Disclosure of bundled service fees

    By TPApril, July 3, 2012
    • 0 replies
    • 920 views
    • 
    • TPApril
    • July 3, 2012

20. 410(b)(6)(c) Transition

    By Young Curmudgeon, July 3, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • July 3, 2012

21. Eligible for hardship distribution?

    By Jim Chad, June 28, 2012
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • June 30, 2012

22. Discretionary match suspension notice

    By ombskid, June 25, 2012
    • 11 replies
    • 6.1k views
    • 
    • ombskid
    • June 28, 2012

23. Elapsed Time Vesting

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

24. 404a Participant Disclosures

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

25. Merging 2 safe harbor plans mid-year

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

26. Safe Harbor deposit due date?

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

27. ADP using net compensation

    By Guest Dumb & Dumber, June 21, 2012
    • 7 replies
    • 2.7k views
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    • BG5150
    • June 25, 2012

28. 408(b)(2) regulation

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

29. 408(b)(2) and PEOs

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

30. withdrawl from multiple er plan and transfer of assets

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

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

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

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

    By Guest BWNWE, March 28, 2012
    • 2 replies
    • 7.1k views
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    • 00hskrgrl
    • June 22, 2012

33. ADP testing for Roth Deferrals

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

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

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

35. 457 Spinoff to a 401(k)

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

36. Completion of Enrollment form

    By CLE401kGuy, June 21, 2012
    • 2 replies
    • 1k views
    • 
    • 00hskrgrl
    • June 22, 2012

37. Safe Harbor Match - changing compensation definition

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

38. FAS 87 Report

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

39. Guaranteed Annuity Contracts and "Insured"

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

40. 408(b)(2) and the plan sponsor

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

41. Hardship Distribution

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

42. 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

43. Alternative Defined Contribution Plan Failure

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

44. Self Directed Brokerage Account Disclosures

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

45. Suspending Safe Harbor Match-Top Heavy

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

46. Plan Document Providers

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

47. Combined Testing

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

48. Maximum 401k Match

    By perkinsran, June 14, 2012
    • 4 replies
    • 1.4k views
    • 
    • perkinsran
    • June 14, 2012

49. Employee Contributions as QNEC's

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

50. 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