401(k) Plans

19,423 topics in this forum

1. Maximum 401k Match

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

2. Employee Contributions as QNEC's

   By Guest Liosis, June 9, 2012
   • 1 reply
   • 2.2k views
   • 
   • ETA Consulting LLC
   • June 12, 2012

3. Term 401k plan, payout, set up another in 12 months...

   By Oh so SIMPLE, June 8, 2012
   • 3 replies
   • 1.4k views
   • 
   • Bird
   • June 11, 2012

4. Top Heavy Determination and 401(k) Receivables

   By Rob P, June 6, 2012
   • 5 replies
   • 2.4k views
   • 
   • Rob P
   • June 7, 2012

5. Change in payroll period - affect on loans

   By cpc0506, June 5, 2012
   • 4 replies
   • 1.8k views
   • 
   • masteff
   • June 6, 2012

6. ADP/ACP Testing on wage definition different than plan operates?

   By MD-Benefits Guy, June 5, 2012
   • 2 replies
   • 1.6k views
   • 
   • Tom Poje
   • June 6, 2012

7. Controlled Group Question

   By AJ North, June 4, 2012
   • 3 replies
   • 1.1k views
   • 
   • AJ North
   • June 5, 2012

8. 60-Day Rollover Rule Question

   By Gadgetfreak, March 14, 2012
   • 13 replies
   • 5.4k views
   • 
   • MoJo
   • June 5, 2012

9. 401k Catch Up

   By CLE401kGuy, June 4, 2012
   • 5 replies
   • 1.6k views
   • 
   • CLE401kGuy
   • June 5, 2012

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

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

11. keeping sources separate

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

12. forfeiture used for offset vs. reallocation

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

13. QNECs

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

14. Rollovers from employer plan to Roth IRAs

    By Nassau, May 30, 2012
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • May 31, 2012

15. Nondiscretionary TRustee

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

16. 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
    • 5.6k views
    • 
    • Kevin C
    • May 24, 2012

17. ADP test

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

18. Severance from Employment

    By Kevin C, May 18, 2012
    • 2 replies
    • 3.8k views
    • 
    • 00hskrgrl
    • May 24, 2012

19. Missed Deferrals on Bonus Comp

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

20. Leased employees

    By Guest JPIngold, May 23, 2012
    • 6 replies
    • 3.7k views
    • 
    • 00hskrgrl
    • May 24, 2012

21. Distribution event?

    By Oh so SIMPLE, May 23, 2012
    • 2 replies
    • 2.6k views
    • 
    • 00hskrgrl
    • May 23, 2012

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

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

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

    By doombuggy, May 23, 2012
    • 0 replies
    • 1k views
    • 
    • doombuggy
    • May 23, 2012

24. Online search engine / research tool

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

25. Distribution Notice Time Line

    By Guest MEGK, April 26, 2012
    • 32 replies
    • 8.5k views
    • 
    • masteff
    • May 22, 2012

26. Withdrawals vss. distributions

    By Jim Chad, May 22, 2012
    • 2 replies
    • 1k views
    • 
    • masteff
    • May 22, 2012

27. top heavy safe harbor

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

28. Fiduciary Audit Firm

    By CharlesLeggette, May 17, 2012
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • May 18, 2012

29. Late Deposit

    By Randy Watson, May 18, 2012
    • 6 replies
    • 1.3k views
    • 
    • Randy Watson
    • May 18, 2012

30. Keeping up with State Tax Withholding Requirements

    By 401king, May 17, 2012
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • May 17, 2012

31. Top-hat Plan

    By Logan401, May 16, 2012
    • 3 replies
    • 1.1k views
    • 
    • PensionPro
    • May 16, 2012

32. ACP Testing for match exceeding Safe Harbor Match

    By buckaroo, May 16, 2012
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • May 16, 2012

33. DB/DC Combined 6% limit

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

34. ACP testing failure

    By pmacduff, March 3, 2010
    • 21 replies
    • 6.1k views
    • 
    • fiona1
    • May 15, 2012

35. Control Group

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

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

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

37. Inaccurate notice of benefit from SSA

    By Guest johnpetrancosta, May 10, 2012
    • 15 replies
    • 5.3k views
    • 
    • mbozek
    • May 11, 2012

38. Ethics

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

39. top heavy calculation

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

40. controlled group

    By pmacduff, April 17, 2012
    • 15 replies
    • 2.4k views
    • 
    • pmacduff
    • May 11, 2012

41. top heavy exemption or not

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

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

    By austin3515, May 9, 2012
    • 9 replies
    • 1.4k views
    • 
    • austin3515
    • May 10, 2012

43. SE Income

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

44. Anticipated Medical Expenses for Hardship

    By Oh so SIMPLE, May 4, 2012
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • May 9, 2012

45. service provider disclosure

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

46. Money Type

    By Guest jkhan, May 4, 2012
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • May 9, 2012

47. cross testing and gateway

    By Gary, May 9, 2012
    • 0 replies
    • 1.1k views
    • 
    • Gary
    • May 9, 2012

48. RMD - death

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

49. Your thoughts on elig

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

50. Key employee determination

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