401(k) Plans

19,299 topics in this forum

1. Short Plan Year

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

2. DOL Invititation to VFCP

   By austin3515, March 9, 2012
   • 6 replies
   • 1k views
   • 
   • Guest
   • March 30, 2012

3. Voluntary after tax to Roth IRA

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

4. NEW 401K, TERMINATED DB PLAN

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

5. Forfeitures for Top Heavy

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

6. Using DOL Online Calculator Without VFCP Application?

   By Guest hybrid2148, March 9, 2012
   • 6 replies
   • 9.8k views
   • 
   • John Feldt ERPA CPC QPA
   • March 29, 2012

7. Loan

   By Guest Hgreer, March 13, 2012
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • March 29, 2012

8. Forfeiture Account

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

9. Merger of a company

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

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

    By Guest steve47170, March 27, 2012
    • 14 replies
    • 17.7k views
    • 
    • GMK
    • March 27, 2012

11. Each in Own Group - Integrated

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

12. 401k Administrative costs?

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

13. Covered Service Provider Disclosure

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

14. MA formula

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

15. How much is the covered compensation?

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

16. 20% withholding on eligible rollover distributions

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

17. EGTRRA Non-Amender

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

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

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

19. Transfers between Union and Nonunion plan

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

20. rollover paperwork

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

21. Deduction for Keogh contribution

    By Guest Diane DuFresne, March 17, 2012
    • 25 replies
    • 5.4k views
    • 
    • Bird
    • March 21, 2012

22. Used wrong ADP Testing Period

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

23. Retroactive Adoption of Safe Harbor Amendment

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

24. Employer Wants to Reimburse Plan

    By austin3515, March 15, 2012
    • 13 replies
    • 2.4k views
    • 
    • Kevin C
    • March 21, 2012

25. loan from unrelated rollover

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

26. Eligibility upon Reemployment for Special Eligibility

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

27. Does anyone use ftWilliams admin software?

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

28. DOL changse PN

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

29. Break in Service Rule

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

30. Spin-off from ESOP plan

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

31. "Same plan year" for permissive aggregation

    By MWeddell, February 7, 2012
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • March 19, 2012

32. Top Heavy/Key/Deferral question

    By Cathy from Chicago, March 9, 2011
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • March 19, 2012

33. Changing the Plan Year

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

34. Initial Plan Audit

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

35. HCE exclued from plan - one contributed 401k

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

36. coverage

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

37. 401k elections with k-1

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

38. Safe Harbor Correction

    By pixmax, March 13, 2012
    • 2 replies
    • 942 views
    • 
    • Lou S.
    • March 13, 2012

39. -11(g) Amendment

    By austin3515, March 12, 2012
    • 13 replies
    • 4.2k views
    • 
    • movedon
    • March 13, 2012

40. Not really a match?

    By Earl, March 13, 2012
    • 4 replies
    • 962 views
    • 
    • Earl
    • March 13, 2012

41. Top Heavy contribution for deceased participant?

    By Guest persie, March 13, 2012
    • 1 reply
    • 1.2k views
    • 
    • movedon
    • March 13, 2012

42. Is this match ok, or is additional testing needed

    By jkharvey, March 11, 2012
    • 2 replies
    • 883 views
    • 
    • movedon
    • March 13, 2012

43. sticky situation bank and foreclosure

    By Guest ?pensionguy, March 12, 2012
    • 4 replies
    • 1k views
    • 
    • Guest
    • March 13, 2012

44. Employer/Employee/Affiliated Service Group?

    By imchipbrown, March 11, 2012
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • March 12, 2012

45. IRS Says Prime is NOT Reasonable

    By austin3515, March 6, 2012
    • 28 replies
    • 10.5k views
    • 
    • ESOP Guy
    • March 12, 2012

46. top heavy

    By Gary, March 12, 2012
    • 2 replies
    • 849 views
    • 
    • PensionPro
    • March 12, 2012

47. 404a-5 Change Notice

    By Archimage, February 7, 2012
    • 2 replies
    • 2k views
    • 
    • Bird
    • March 12, 2012

48. Top Heavy Allocation

    By KevinMc, March 10, 2012
    • 2 replies
    • 894 views
    • 
    • KevinMc
    • March 12, 2012

49. partnership self-employment income

    By Guest Diane DuFresne, March 8, 2012
    • 2 replies
    • 1k views
    • 
    • Bird
    • March 8, 2012

50. 401(k) Plan Termination

    By Guest ABABAK, March 7, 2012
    • 2 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • March 8, 2012