401(k) Plans

19,275 topics in this forum

1. Eligible to Non Eligible Class

   By Lori H, April 4, 2012
   • 10 replies
   • 3.6k views
   • 
   • ESOP Guy
   • August 23, 2013

2. Calendar year plan with fiscal year PS allocation

   By Guest justatester2, April 4, 2012
   • 0 replies
   • 828 views
   • 
   • Guest
   • April 4, 2012

3. Bonuses in Safe Harbor Plans

   By Madison71, April 4, 2012
   • 8 replies
   • 8.5k views
   • 
   • BG5150
   • April 5, 2012

4. S corp can make deferrals through April 15th?

   By Jim Chad, April 4, 2012
   • 6 replies
   • 1.3k views
   • 
   • austin3515
   • April 9, 2012

5. Effect of EPCRS and ability to automatic cashout terminated employees

   By Guest benefitsnewbie, April 3, 2012
   • 2 replies
   • 1.2k views
   • 
   • BG5150
   • April 4, 2012

6. Hardship Withdrawal Documentation

   By Guest caseyb, April 3, 2012
   • 3 replies
   • 4.8k views
   • 
   • PensionPro
   • April 3, 2012

7. 401K Plans -- Prohibited Transactions

   By Guest John P., April 2, 2012
   • 0 replies
   • 840 views
   • 
   • Guest
   • April 2, 2012

8. ADP

   By Guest elang, April 2, 2012
   • 4 replies
   • 886 views
   • 
   • Guest
   • April 2, 2012

9. Compensation question

   By fiona1, April 1, 2012
   • 3 replies
   • 1.2k views
   • 
   • ETA Consulting LLC
   • April 3, 2012

10. How Many Key Employees in the Group?

    By 12AX7, April 1, 2012
    • 3 replies
    • 941 views
    • 
    • Tom Poje
    • April 2, 2012

11. Phantom Stock

    By alexa, April 1, 2012
    • 6 replies
    • 2.5k views
    • 
    • jpod
    • April 2, 2012

12. Voluntary after tax to Roth IRA

    By Jim Chad, March 30, 2012
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • March 30, 2012

13. Form 5330

    By 52626, March 30, 2012
    • 1 reply
    • 1.6k views
    • 
    • D Lewis
    • April 2, 2012

14. Carve out base on hours

    By Guest Benny Guy, March 30, 2012
    • 7 replies
    • 1.2k views
    • 
    • masteff
    • March 30, 2012

15. NEW 401K, TERMINATED DB PLAN

    By cpc0506, March 30, 2012
    • 1 reply
    • 965 views
    • 
    • rcline46
    • March 30, 2012

16. Short Plan Year

    By austin3515, March 30, 2012
    • 3 replies
    • 867 views
    • 
    • Jim Chad
    • March 30, 2012

17. 1099 Contractor or Leased Employee

    By austin3515, March 29, 2012
    • 12 replies
    • 10.3k views
    • 
    • Bill Presson
    • March 30, 2012

18. Forfeiture Account

    By PensionPro, March 28, 2012
    • 1 reply
    • 881 views
    • 
    • ESOP Guy
    • March 28, 2012

19. Forfeitures for Top Heavy

    By Madison71, March 28, 2012
    • 8 replies
    • 3.1k views
    • 
    • cpc0506
    • March 29, 2012

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

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

21. Mutual Fund Expense Ratio = Indirect Compensation

    By austin3515, March 27, 2012
    • 28 replies
    • 4.8k views
    • 
    • Tom Poje
    • April 11, 2012

22. Merger of a company

    By Guest DBSI, March 27, 2012
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 27, 2012

23. Participant count and participant definition for 401(k) plan

    By Guest steve47170, March 27, 2012
    • 14 replies
    • 17.6k views
    • 
    • GMK
    • March 27, 2012

24. Each in Own Group - Integrated

    By austin3515, March 27, 2012
    • 5 replies
    • 986 views
    • 
    • austin3515
    • March 27, 2012

25. Covered Service Provider Disclosure

    By holdco, March 26, 2012
    • 11 replies
    • 1.7k views
    • 
    • holdco
    • March 26, 2012

26. 20% withholding on eligible rollover distributions

    By Guest Molly CRP, March 23, 2012
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 26, 2012

27. How much is the covered compensation?

    By RayJJohnsonJr, March 23, 2012
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • March 26, 2012

28. Deduction Limit, ASGs, and IRC 413(c)(6)

    By Guest Pennysaver, March 23, 2012
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • March 23, 2012

29. Transfers between Union and Nonunion plan

    By PFranckowiak, March 22, 2012
    • 0 replies
    • 963 views
    • 
    • PFranckowiak
    • March 22, 2012

30. 401k Administrative costs?

    By MD-Benefits Guy, March 22, 2012
    • 13 replies
    • 6.1k views
    • 
    • austin3515
    • March 27, 2012

31. EGTRRA Non-Amender

    By austin3515, March 21, 2012
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • March 23, 2012

32. Used wrong ADP Testing Period

    By 52626, March 21, 2012
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • March 21, 2012

33. Retroactive Adoption of Safe Harbor Amendment

    By ERISA25, March 21, 2012
    • 2 replies
    • 1.5k views
    • 
    • ERISA25
    • March 21, 2012

34. loan from unrelated rollover

    By cpc0506, March 20, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • March 21, 2012

35. rollover paperwork

    By Guest doh5557, March 20, 2012
    • 13 replies
    • 8.1k views
    • 
    • mbozek
    • March 21, 2012

36. Eligibility upon Reemployment for Special Eligibility

    By Guest Pension Fun, March 20, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • March 20, 2012

37. DOL changse PN

    By Monica Barnard, March 19, 2012
    • 1 reply
    • 974 views
    • 
    • austin3515
    • March 19, 2012

38. Spin-off from ESOP plan

    By cpc0506, March 19, 2012
    • 0 replies
    • 1.2k views
    • 
    • cpc0506
    • March 19, 2012

39. Deduction for Keogh contribution

    By Guest Diane DuFresne, March 17, 2012
    • 25 replies
    • 5.3k views
    • 
    • Bird
    • March 21, 2012

40. Changing the Plan Year

    By Nassau, March 16, 2012
    • 1 reply
    • 818 views
    • 
    • ETA Consulting LLC
    • March 16, 2012

41. Initial Plan Audit

    By Guest msnow, March 15, 2012
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • March 16, 2012

42. Break in Service Rule

    By Guest TPA Guy, March 15, 2012
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 19, 2012

43. HCE exclued from plan - one contributed 401k

    By jmartin, March 15, 2012
    • 1 reply
    • 926 views
    • 
    • Tom Poje
    • March 16, 2012

44. Does anyone use ftWilliams admin software?

    By jessica401(k), March 15, 2012
    • 11 replies
    • 3k views
    • 
    • Bird
    • March 19, 2012

45. MA formula

    By Guest money40, March 15, 2012
    • 10 replies
    • 1.4k views
    • 
    • Guest
    • March 26, 2012

46. 401k elections with k-1

    By mehmgo, March 15, 2012
    • 1 reply
    • 866 views
    • 
    • QDROphile
    • March 15, 2012

47. Employer Wants to Reimburse Plan

    By austin3515, March 15, 2012
    • 13 replies
    • 2.3k views
    • 
    • Kevin C
    • March 21, 2012

48. DB/DC Combined 6% limit

    By QNPG, March 15, 2012
    • 4 replies
    • 1.7k views
    • 
    • Mike Preston
    • May 16, 2012

49. coverage

    By Gary, March 15, 2012
    • 2 replies
    • 940 views
    • 
    • chc93
    • March 15, 2012

50. 60-Day Rollover Rule Question

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