401(k) Plans

19,299 topics in this forum

1. Failed ADP test with de minimus match forfeiture

   By bevfair, February 14, 2012
   • 4 replies
   • 1.2k views
   • 
   • Tom Poje
   • February 14, 2012

2. Advisor fees charged to plan

   By Guest eafrazier, February 14, 2012
   • 0 replies
   • 819 views
   • 
   • Guest
   • February 14, 2012

3. Affiliated Service Group

   By austin3515, February 14, 2012
   • 1 reply
   • 899 views
   • 
   • ETA Consulting LLC
   • February 14, 2012

4. SH Available for Hardshipd after 59.5?

   By austin3515, February 13, 2012
   • 5 replies
   • 1.4k views
   • 
   • Lou S.
   • February 14, 2012

5. Disaggregation

   By EBDI, February 10, 2012
   • 2 replies
   • 1.5k views
   • 
   • EBDI
   • February 14, 2012

6. Failed ADP - Participant Deceased

   By PFranckowiak, February 13, 2012
   • 4 replies
   • 1.8k views
   • 
   • ETA Consulting LLC
   • February 13, 2012

7. Coverage Testing w/ Two 401(k) Plans

   By Rob P, February 11, 2012
   • 2 replies
   • 1k views
   • 
   • Rob P
   • February 13, 2012

8. Integration Level for Mid-Year New Entrant

   By Jed Macy, January 26, 2012
   • 8 replies
   • 2k views
   • 
   • austin3515
   • February 10, 2012

9. Fees to Terminated Participants

   By austin3515, February 10, 2012
   • 2 replies
   • 1.3k views
   • 
   • Kevin C
   • February 10, 2012

10. New Plan and Disaggregation

    By justatester, February 10, 2012
    • 0 replies
    • 894 views
    • 
    • justatester
    • February 10, 2012

11. Optimum SE earned income for maximum annual addition

    By SMB, February 8, 2012
    • 8 replies
    • 1.3k views
    • 
    • masteff
    • February 9, 2012

12. Compensation from related employers

    By MLML, February 8, 2012
    • 2 replies
    • 1.1k views
    • 
    • MLML
    • February 9, 2012

13. New Regs for Puerto Rico Plans - Circular Letter 11-10

    By buckaroo, February 8, 2012
    • 1 reply
    • 1.3k views
    • 
    • GMK
    • February 8, 2012

14. Can I force out a terminee

    By RayJJohnsonJr, September 26, 2011
    • 9 replies
    • 6k views
    • 
    • mbozek
    • February 8, 2012

15. in-plan Roth rollovers

    By Guest ebgroup, February 2, 2012
    • 9 replies
    • 2.1k views
    • 
    • masteff
    • February 8, 2012

16. SH Plan Mid Year Amendments

    By AJ North, February 3, 2012
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • February 7, 2012

17. $0.00 compensation for participant with service

    By 12AX7, February 3, 2012
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • February 7, 2012

18. Plan Year end change

    By Guest Brenda Schachle, February 7, 2012
    • 0 replies
    • 990 views
    • 
    • Guest
    • February 7, 2012

19. Top-Heavy Plan

    By Guest Pat of RPC, February 6, 2012
    • 1 reply
    • 951 views
    • 
    • ETA Consulting LLC
    • February 7, 2012

20. Payroll glitch causes incorrect deferral/match withholdings

    By bevfair, February 3, 2012
    • 0 replies
    • 912 views
    • 
    • bevfair
    • February 3, 2012

21. Safe Harbor Plan with After Tax

    By justatester, February 2, 2012
    • 11 replies
    • 5.2k views
    • 
    • Kevin C
    • February 3, 2012

22. Matching Contribution

    By Guest TPA Guy, February 3, 2012
    • 0 replies
    • 745 views
    • 
    • Guest
    • February 3, 2012

23. 401(k) or Money Purchase

    By Guest GMP, February 2, 2012
    • 5 replies
    • 1k views
    • 
    • masteff
    • February 3, 2012

24. Excludable v.s. Non Excludable for coverage testing

    By RRB, February 1, 2012
    • 5 replies
    • 2.3k views
    • 
    • RRB
    • February 3, 2012

25. Compensation Definition

    By Chippy, February 1, 2012
    • 1 reply
    • 1.4k views
    • 
    • QNPG
    • February 1, 2012

26. Profit Sharing Plan

    By Guest elang, January 31, 2012
    • 2 replies
    • 882 views
    • 
    • Bird
    • February 1, 2012

27. Catch up Contribution

    By Logan401, December 3, 2010
    • 12 replies
    • 1.8k views
    • 
    • K2retire
    • February 1, 2012

28. Trasition Rule under 410(b)(6)(c)

    By RRB, January 26, 2012
    • 3 replies
    • 1.3k views
    • 
    • RRB
    • February 1, 2012

29. Retroactive addition of profit sharing contribution

    By 7806akp, January 31, 2012
    • 6 replies
    • 2.9k views
    • 
    • Kevin C
    • February 1, 2012

30. Late Deposit of Safe Harbor

    By Dougsbpc, December 11, 2011
    • 6 replies
    • 5.5k views
    • 
    • TPApril
    • January 31, 2012

31. Late Filer

    By Guest elang, January 31, 2012
    • 2 replies
    • 855 views
    • 
    • shERPA
    • January 31, 2012

32. Plan Termination

    By Guest GreenERISA, January 31, 2012
    • 2 replies
    • 947 views
    • 
    • jpod
    • January 31, 2012

33. davis bacon plan

    By Guest Susan M., January 30, 2012
    • 9 replies
    • 3.3k views
    • 
    • rcline46
    • January 31, 2012

34. Entry Date for new plan

    By cpc0506, January 26, 2012
    • 3 replies
    • 2.4k views
    • 
    • cpc0506
    • January 31, 2012

35. Top Heavy allocation to "key employees"?

    By kwalified, January 31, 2012
    • 2 replies
    • 932 views
    • 
    • cpc0506
    • January 31, 2012

36. Differing Match Rates for NHCEs in QACA

    By Guest gaham, January 31, 2012
    • 0 replies
    • 801 views
    • 
    • Guest
    • January 31, 2012

37. Statutory exclusion question.

    By MR, January 24, 2001
    • 27 replies
    • 12k views
    • 
    • buckaroo
    • January 31, 2012

38. qdia not followed

    By Guest doh5557, January 30, 2012
    • 0 replies
    • 833 views
    • 
    • Guest
    • January 30, 2012

39. Participant Fee Disclosures

    By austin3515, January 30, 2012
    • 3 replies
    • 895 views
    • 
    • jpod
    • January 30, 2012

40. 401(k) Plans

    By MPLSLAW, January 29, 2012
    • 1 reply
    • 910 views
    • 
    • ETA Consulting LLC
    • January 29, 2012

41. Muliple Employer, Affilliated Service, Controlled Group?

    By HarleyBabe, January 23, 2012
    • 2 replies
    • 981 views
    • 
    • Guest
    • January 29, 2012

42. QNECS on a Corbel prototype style VS

    By Jim Chad, January 27, 2012
    • 1 reply
    • 742 views
    • 
    • Guest
    • January 28, 2012

43. Non-discrimination Testing

    By AJ North, January 25, 2012
    • 3 replies
    • 1.3k views
    • 
    • AJ North
    • January 26, 2012

44. Safe Harbor / Different Eligibility for 401k and PS

    By CLE401kGuy, January 25, 2012
    • 3 replies
    • 1.4k views
    • 
    • Bill Presson
    • January 25, 2012

45. Eligibility upon rehire

    By gregburst, January 24, 2012
    • 4 replies
    • 2.1k views
    • 
    • Tom Poje
    • January 25, 2012

46. w-2 box 13

    By ESOP Guy, January 24, 2012
    • 2 replies
    • 2.1k views
    • 
    • Belgarath
    • January 25, 2012

47. Automatic Enrollment (Year End Match)

    By PainPA, January 20, 2012
    • 4 replies
    • 1k views
    • 
    • PainPA
    • January 21, 2012

48. Residence changed to rental and has 20 year loan

    By Jim Chad, January 19, 2012
    • 2 replies
    • 872 views
    • 
    • masteff
    • January 21, 2012

49. 401k deferrals after reaching 250k of income?

    By MD-Benefits Guy, January 19, 2012
    • 7 replies
    • 4.3k views
    • 
    • masteff
    • January 21, 2012

50. ERPA TEST

    By KTB, January 3, 2012
    • 9 replies
    • 2.1k views
    • 
    • KTB
    • January 20, 2012