401(k) Plans

19,490 topics in this forum

1. Small Cashouts - Require Proof of Age to Determine Present Value?

   By Guest LazLama, June 7, 2012
   • 2 replies
   • 1.1k views
   • 
   • 00hskrgrl
   • June 22, 2012

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

   By Guest BWNWE, March 28, 2012
   • 2 replies
   • 8k views
   • 
   • 00hskrgrl
   • June 22, 2012

3. ADP testing for Roth Deferrals

   By KevinMc, June 21, 2012
   • 5 replies
   • 3.6k views
   • 
   • ETA Consulting LLC
   • June 22, 2012

4. Conditional profit-sharing allocation requirement...legal?

   By gle318612, June 20, 2012
   • 3 replies
   • 2.4k views
   • 
   • gle318612
   • June 22, 2012

5. 457 Spinoff to a 401(k)

   By oldman, June 22, 2012
   • 0 replies
   • 989 views
   • 
   • oldman
   • June 22, 2012

6. Completion of Enrollment form

   By CLE401kGuy, June 21, 2012
   • 2 replies
   • 1.3k views
   • 
   • 00hskrgrl
   • June 22, 2012

7. Safe Harbor Match - changing compensation definition

   By Belgarath, June 21, 2012
   • 2 replies
   • 1.3k views
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   • Belgarath
   • June 21, 2012

8. FAS 87 Report

   By rcline46, June 20, 2012
   • 1 reply
   • 1.1k views
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   • david rigby
   • June 20, 2012

9. Guaranteed Annuity Contracts and "Insured"

   By jkharvey, June 19, 2012
   • 2 replies
   • 885 views
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   • Guest
   • June 20, 2012

10. 408(b)(2) and the plan sponsor

    By CLE401kGuy, June 17, 2012
    • 6 replies
    • 1.7k views
    • 
    • GMK
    • June 19, 2012

11. Hardship Distribution

    By CLE401kGuy, June 14, 2012
    • 19 replies
    • 6.1k views
    • 
    • ETA Consulting LLC
    • June 18, 2012

12. HCE Parity Restoration – Whose advice do you value more?

    By Mark Whitelaw, June 13, 2012
    • 8 replies
    • 2.1k views
    • 
    • Mark Whitelaw
    • June 18, 2012

13. Alternative Defined Contribution Plan Failure

    By Guest RandomQuestion, June 15, 2012
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 15, 2012

14. Self Directed Brokerage Account Disclosures

    By jeff77, June 15, 2012
    • 1 reply
    • 952 views
    • 
    • Bird
    • June 15, 2012

15. Suspending Safe Harbor Match-Top Heavy

    By Guest JCM, June 14, 2012
    • 5 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • June 15, 2012

16. Plan Document Providers

    By Stevo-PDX, June 15, 2012
    • 3 replies
    • 1.5k views
    • 
    • SheilaD
    • June 15, 2012

17. Combined Testing

    By sdix401k, June 14, 2012
    • 2 replies
    • 1.9k views
    • 
    • sdix401k
    • June 15, 2012

18. Maximum 401k Match

    By perkinsran, June 14, 2012
    • 4 replies
    • 1.5k views
    • 
    • perkinsran
    • June 14, 2012

19. Employee Contributions as QNEC's

    By Guest Liosis, June 9, 2012
    • 1 reply
    • 2.4k views
    • 
    • ETA Consulting LLC
    • June 12, 2012

20. 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

21. Top Heavy Determination and 401(k) Receivables

    By Rob P, June 6, 2012
    • 5 replies
    • 2.6k views
    • 
    • Rob P
    • June 7, 2012

22. Change in payroll period - affect on loans

    By cpc0506, June 5, 2012
    • 4 replies
    • 2k views
    • 
    • masteff
    • June 6, 2012

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

    By MD-Benefits Guy, June 5, 2012
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • June 6, 2012

24. Controlled Group Question

    By AJ North, June 4, 2012
    • 3 replies
    • 1.2k views
    • 
    • AJ North
    • June 5, 2012

25. 60-Day Rollover Rule Question

    By Gadgetfreak, March 14, 2012
    • 13 replies
    • 6k views
    • 
    • MoJo
    • June 5, 2012

26. 401k Catch Up

    By CLE401kGuy, June 4, 2012
    • 5 replies
    • 1.8k views
    • 
    • CLE401kGuy
    • June 5, 2012

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

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

28. keeping sources separate

    By cpc0506, June 4, 2012
    • 2 replies
    • 1.1k views
    • 
    • cpc0506
    • June 4, 2012

29. forfeiture used for offset vs. reallocation

    By Guest ghal, June 1, 2012
    • 7 replies
    • 2.3k views
    • 
    • movedon
    • June 4, 2012

30. QNECs

    By Gary, June 1, 2012
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 1, 2012

31. Rollovers from employer plan to Roth IRAs

    By Nassau, May 30, 2012
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • May 31, 2012

32. Nondiscretionary TRustee

    By austin3515, May 29, 2012
    • 2 replies
    • 3.5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 30, 2012

33. 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
    • 6k views
    • 
    • Kevin C
    • May 24, 2012

34. ADP test

    By Belgarath, May 24, 2012
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • May 24, 2012

35. Severance from Employment

    By Kevin C, May 18, 2012
    • 2 replies
    • 4k views
    • 
    • 00hskrgrl
    • May 24, 2012

36. Missed Deferrals on Bonus Comp

    By 12AX7, May 23, 2012
    • 5 replies
    • 2.3k views
    • 
    • 12AX7
    • May 24, 2012

37. Leased employees

    By Guest JPIngold, May 23, 2012
    • 6 replies
    • 4k views
    • 
    • 00hskrgrl
    • May 24, 2012

38. Distribution event?

    By Oh so SIMPLE, May 23, 2012
    • 2 replies
    • 2.9k views
    • 
    • 00hskrgrl
    • May 23, 2012

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

    By Guest user99, May 22, 2012
    • 8 replies
    • 2k views
    • 
    • Guest
    • May 23, 2012

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

    By doombuggy, May 23, 2012
    • 0 replies
    • 1.1k views
    • 
    • doombuggy
    • May 23, 2012

41. Online search engine / research tool

    By VincentBocchinfuso CPC, January 19, 2009
    • 5 replies
    • 1.5k views
    • 
    • pmacduff
    • May 23, 2012

42. Distribution Notice Time Line

    By Guest MEGK, April 26, 2012
    • 32 replies
    • 9.2k views
    • 
    • masteff
    • May 22, 2012

43. Withdrawals vss. distributions

    By Jim Chad, May 22, 2012
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • May 22, 2012

44. top heavy safe harbor

    By pmacduff, May 21, 2012
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • May 21, 2012

45. Fiduciary Audit Firm

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

46. Late Deposit

    By Randy Watson, May 18, 2012
    • 6 replies
    • 1.4k views
    • 
    • Randy Watson
    • May 18, 2012

47. Keeping up with State Tax Withholding Requirements

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

48. Top-hat Plan

    By Logan401, May 16, 2012
    • 3 replies
    • 1.2k views
    • 
    • PensionPro
    • May 16, 2012

49. ACP Testing for match exceeding Safe Harbor Match

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

50. DB/DC Combined 6% limit

    By QNPG, March 15, 2012
    • 4 replies
    • 2k views
    • 
    • Mike Preston
    • May 16, 2012