401(k) Plans

19,365 topics in this forum

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

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

2. keeping sources separate

   By cpc0506, June 4, 2012
   • 2 replies
   • 1k views
   • 
   • cpc0506
   • June 4, 2012

3. forfeiture used for offset vs. reallocation

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

4. QNECs

   By Gary, June 1, 2012
   • 3 replies
   • 1.4k views
   • 
   • Tom Poje
   • June 1, 2012

5. Rollovers from employer plan to Roth IRAs

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

6. Nondiscretionary TRustee

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

7. 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
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   • Kevin C
   • May 24, 2012

8. ADP test

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

9. Severance from Employment

   By Kevin C, May 18, 2012
   • 2 replies
   • 3.7k views
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   • 00hskrgrl
   • May 24, 2012

10. Missed Deferrals on Bonus Comp

    By 12AX7, May 23, 2012
    • 5 replies
    • 2.2k views
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    • 12AX7
    • May 24, 2012

11. Leased employees

    By Guest JPIngold, May 23, 2012
    • 6 replies
    • 3.5k views
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    • 00hskrgrl
    • May 24, 2012

12. Distribution event?

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

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

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

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

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

15. Online search engine / research tool

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

16. Distribution Notice Time Line

    By Guest MEGK, April 26, 2012
    • 32 replies
    • 7.9k views
    • 
    • masteff
    • May 22, 2012

17. Withdrawals vss. distributions

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

18. top heavy safe harbor

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

19. Fiduciary Audit Firm

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

20. Late Deposit

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

21. Keeping up with State Tax Withholding Requirements

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

22. Top-hat Plan

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

23. ACP Testing for match exceeding Safe Harbor Match

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

24. DB/DC Combined 6% limit

    By QNPG, March 15, 2012
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • May 16, 2012

25. ACP testing failure

    By pmacduff, March 3, 2010
    • 21 replies
    • 5.9k views
    • 
    • fiona1
    • May 15, 2012

26. Control Group

    By Guest elang, January 13, 2012
    • 4 replies
    • 1.1k views
    • 
    • ETA Consulting LLC
    • May 14, 2012

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

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

28. Inaccurate notice of benefit from SSA

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

29. Ethics

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

30. top heavy calculation

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

31. controlled group

    By pmacduff, April 17, 2012
    • 15 replies
    • 2.3k views
    • 
    • pmacduff
    • May 11, 2012

32. top heavy exemption or not

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

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

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

34. SE Income

    By Guest donl, April 13, 2012
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • May 10, 2012

35. Anticipated Medical Expenses for Hardship

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

36. service provider disclosure

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

37. Money Type

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

38. cross testing and gateway

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

39. RMD - death

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

40. Your thoughts on elig

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

41. Key employee determination

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

42. Debit Cash Balance in Trust Account

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

43. Match Formula

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

44. Rollovers for Non-REsponders - Plan Term

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

45. Controlled Group and Coverage Testing

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

46. ADP Testing

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

47. Plan-Imposed Limit on 401(k)

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

48. 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

49. No Beneficiary on File

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

50. Equivalent Vesting

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