401(k) Plans

19,534 topics in this forum

1. 401K Excluded Groups

   By Guest DHouse, October 21, 2012
   • 1 reply
   • 1.5k views
   • 
   • Bill Presson
   • October 21, 2012

2. Loan Default

   By Guest elang, October 19, 2012
   • 3 replies
   • 1.4k views
   • 
   • ETA Consulting LLC
   • October 19, 2012

3. Match contribution not capped at Annual Contribution Limit

   By Guest Powers, October 19, 2012
   • 1 reply
   • 1k views
   • 
   • ETA Consulting LLC
   • October 19, 2012

4. penalty for late 8955SSA?

   By Jim Chad, October 18, 2012
   • 3 replies
   • 1.3k views
   • 
   • K2retire
   • October 18, 2012

5. TPA experience with working with Guardian

   By Guest Diane DuFresne, October 18, 2012
   • 1 reply
   • 1.1k views
   • 
   • A Shot in the Dark
   • October 18, 2012

6. auto enrollment and rehires

   By K2retire, October 17, 2012
   • 3 replies
   • 5.2k views
   • 
   • BG5150
   • October 18, 2012

7. 401(k) Contributions from Cash Back

   By PensionPro, October 15, 2012
   • 20 replies
   • 4.4k views
   • 
   • Bird
   • October 17, 2012

8. 401K and DB 415 limit

   By pgold, October 17, 2012
   • 2 replies
   • 1.3k views
   • 
   • rcline46
   • October 17, 2012

9. 401(k) 3% nonelective

   By Belgarath, October 16, 2012
   • 2 replies
   • 1.7k views
   • 
   • Kevin C
   • October 17, 2012

10. After Tax and Match

    By justatester, October 15, 2012
    • 6 replies
    • 1.6k views
    • 
    • ETA Consulting LLC
    • October 15, 2012

11. Non-US Citizens in 401k Plan

    By CLE401kGuy, October 15, 2012
    • 4 replies
    • 15k views
    • 
    • ESOP Guy
    • October 15, 2012

12. Proper 401K plan entry date in TPA records?

    By Guest 410b, October 11, 2012
    • 12 replies
    • 7.7k views
    • 
    • Guest
    • October 13, 2012

13. Crazy anti-alienation issue

    By ERISAatty, July 6, 2011
    • 6 replies
    • 3.2k views
    • 
    • mbozek
    • October 13, 2012

14. Allocation vs Accural For ABT & General Test

    By justatester, October 12, 2012
    • 2 replies
    • 3.9k views
    • 
    • Mike Preston
    • October 13, 2012

15. Quarterly entry and 1,000 hours

    By Guest JPIngold, December 1, 2011
    • 18 replies
    • 6.1k views
    • 
    • Guest
    • October 11, 2012

16. Loan Cure Period

    By Guest andmik, October 10, 2012
    • 11 replies
    • 13.9k views
    • 
    • MoJo
    • October 11, 2012

17. Traditional Safe Harbor Match

    By Nassau, October 11, 2012
    • 0 replies
    • 1.3k views
    • 
    • Nassau
    • October 11, 2012

18. Applying for a Determination Letter

    By fiona1, October 11, 2012
    • 0 replies
    • 1.1k views
    • 
    • fiona1
    • October 11, 2012

19. Multiple Match Safe Harbor

    By ConnieStorer, October 26, 2010
    • 10 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2012

20. Foreign Beneficiary on a US 401(k) Plan

    By Guest LStein, October 4, 2012
    • 4 replies
    • 3.1k views
    • 
    • mbozek
    • October 10, 2012

21. SPD Amendment For Window?

    By ERISA-Bubs, October 9, 2012
    • 3 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • October 10, 2012

22. Plan merger and last day rule

    By 30Rock, October 9, 2012
    • 0 replies
    • 1.2k views
    • 
    • 30Rock
    • October 9, 2012

23. W-2 Compensation

    By Guest Dumb & Dumber, July 12, 2011
    • 7 replies
    • 5.8k views
    • 
    • 401 Chaos
    • October 9, 2012

24. 401(k) deposit check lost in mail, ultimately late, can it be excused?

    By TPApril, October 6, 2012
    • 7 replies
    • 8k views
    • 
    • austin3515
    • October 9, 2012

25. top heavy and family aggregation

    By Guest erisalady, October 9, 2012
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 9, 2012

26. 8955-SSA

    By austin3515, April 10, 2012
    • 13 replies
    • 4.4k views
    • 
    • Tom Poje
    • October 9, 2012

27. 401k 3% safe harbor qnec

    By Guest Susan M., October 3, 2012
    • 10 replies
    • 4.2k views
    • 
    • 12AX7
    • October 4, 2012

28. HCE determination for short plan year for partnership

    By AKconsult, October 4, 2012
    • 2 replies
    • 2.3k views
    • 
    • ETA Consulting LLC
    • October 4, 2012

29. new investment provider/deposits

    By pmacduff, October 2, 2012
    • 11 replies
    • 2.1k views
    • 
    • MoJo
    • October 3, 2012

30. Deminimus for RMD's ?

    By Jim Chad, October 2, 2012
    • 5 replies
    • 1.8k views
    • 
    • ETA Consulting LLC
    • October 2, 2012

31. employee after tax contributions

    By K2retire, October 2, 2012
    • 1 reply
    • 999 views
    • 
    • ETA Consulting LLC
    • October 2, 2012

32. Return of Auto Deferral Contribution

    By Guest SLBRB, September 28, 2012
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • October 2, 2012

33. Wierd Match

    By PFranckowiak, October 1, 2012
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • October 2, 2012

34. Shifting if ADP Fails

    By austin3515, October 1, 2012
    • 7 replies
    • 3.7k views
    • 
    • Tom Poje
    • October 2, 2012

35. MPP vs 403(b)

    By justatester, October 1, 2012
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • October 2, 2012

36. Nondiscrimination testing

    By holdco, October 1, 2012
    • 3 replies
    • 3.6k views
    • 
    • Mike Preston
    • October 1, 2012

37. Statutory Entry Requirements

    By emmetttrudy, September 28, 2012
    • 10 replies
    • 5.9k views
    • 
    • BG5150
    • October 1, 2012

38. IRS website Help please

    By Jim Chad, September 28, 2012
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • October 1, 2012

39. Aggregation

    By Guest elang, September 26, 2012
    • 4 replies
    • 1.3k views
    • 
    • Lou S.
    • September 28, 2012

40. 410b coverage testing when plan is amended

    By AKconsult, September 28, 2012
    • 0 replies
    • 1.5k views
    • 
    • AKconsult
    • September 28, 2012

41. General Test

    By justatester, September 28, 2012
    • 2 replies
    • 1.7k views
    • 
    • justatester
    • September 28, 2012

42. Participant Distribution & QDRO

    By Guest davsun, September 27, 2012
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • September 28, 2012

43. Disability Payments into a 401(k) Plan

    By AJ North, September 28, 2012
    • 0 replies
    • 1.2k views
    • 
    • AJ North
    • September 28, 2012

44. 401(k) converting to a 403(b)

    By Guest Eagle54, September 27, 2012
    • 6 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • September 28, 2012

45. Failure under 410(b) Nondiscrimination Testing

    By holdco, September 27, 2012
    • 3 replies
    • 2.5k views
    • 
    • holdco
    • September 28, 2012

46. Hardship Limitations

    By PainPA, September 27, 2012
    • 3 replies
    • 1.4k views
    • 
    • PainPA
    • September 28, 2012

47. obvious controlled group?

    By gregburst, September 27, 2012
    • 5 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 28, 2012

48. freezing a safe harbor 401(k) plan

    By R. Butler, September 24, 2012
    • 1 reply
    • 3.4k views
    • 
    • Kevin C
    • September 27, 2012

49. 401(k) Buy/Sell Program for Employer Stock

    By ERISA25, September 16, 2012
    • 10 replies
    • 1.7k views
    • 
    • Guest
    • September 26, 2012

50. When can we start another 401(k) Plan?

    By Jim Chad, September 25, 2012
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • September 25, 2012