401(k) Plans

19,275 topics in this forum

1. ADP prior year test method - only otherwise excludable

   By legort69, November 9, 2011
   • 4 replies
   • 3k views
   • 
   • Kevin C
   • November 11, 2011

2. RMD and Rollovers

   By goldtpa, November 8, 2011
   • 2 replies
   • 1.2k views
   • 
   • masteff
   • November 9, 2011

3. Amending a Safe Harbor Plan

   By austin3515, November 8, 2011
   • 18 replies
   • 2.4k views
   • 
   • austin3515
   • November 22, 2011

4. Outside Assets (Golf Equity Membership)

   By PainPA, November 8, 2011
   • 4 replies
   • 1.6k views
   • 
   • ESOP Guy
   • November 8, 2011

5. Allocating extra funds

   By TPApril, November 8, 2011
   • 4 replies
   • 1.5k views
   • 
   • ESOP Guy
   • November 8, 2011

6. Match Contributions Allocated After Plan Year End

   By 12AX7, November 4, 2011
   • 2 replies
   • 982 views
   • 
   • 12AX7
   • November 5, 2011

7. Participant Statements

   By Mr B., November 4, 2011
   • 7 replies
   • 1.3k views
   • 
   • austin3515
   • November 7, 2011

8. Reward/Performance Based Matches

   By Guest elmo27, November 4, 2011
   • 5 replies
   • 1.1k views
   • 
   • Guest
   • November 7, 2011

9. Returning Excess Annual Additions >1 year later

   By Gadgetfreak, November 3, 2011
   • 2 replies
   • 1.3k views
   • 
   • masteff
   • November 7, 2011

10. 401(K) Participant Rehire

    By Guest Ohiobcat, November 3, 2011
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • November 3, 2011

11. Year-End Amendments - Corbel Prototype

    By austin3515, November 2, 2011
    • 1 reply
    • 945 views
    • 
    • Lou S.
    • November 2, 2011

12. Adding "11th Hour" 401(k) Arrangement

    By SMB, November 1, 2011
    • 3 replies
    • 1.1k views
    • 
    • SMB
    • November 8, 2011

13. BRF

    By justatester, November 1, 2011
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • November 2, 2011

14. Mid year term - still safe harbor?

    By Lou S., November 1, 2011
    • 2 replies
    • 847 views
    • 
    • Lou S.
    • November 1, 2011

15. Any Limits on Match in 401(k)?

    By ERISA-Bubs, November 1, 2011
    • 2 replies
    • 883 views
    • 
    • ETA Consulting LLC
    • November 1, 2011

16. Hardship Withdrawals

    By Nassau, November 1, 2011
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • November 1, 2011

17. Is it a Short Plan Year?

    By Guest Phineas, October 28, 2011
    • 2 replies
    • 893 views
    • 
    • 12AX7
    • October 28, 2011

18. January 1 allocation date

    By 30Rock, October 28, 2011
    • 9 replies
    • 1.7k views
    • 
    • 30Rock
    • November 1, 2011

19. QNEC for new NHCE

    By jmartin, October 28, 2011
    • 0 replies
    • 861 views
    • 
    • jmartin
    • October 28, 2011

20. Changing Entry Dates

    By Monica Barnard, October 27, 2011
    • 12 replies
    • 3.2k views
    • 
    • Monica Barnard
    • October 31, 2011

21. Top heavy in multiple employer plan

    By pmacduff, October 26, 2011
    • 5 replies
    • 1.2k views
    • 
    • Lou S.
    • November 18, 2011

22. Excluded HCEs, top heavy plan

    By John Feldt ERPA CPC QPA, October 26, 2011
    • 4 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 26, 2011

23. 415 limit

    By PFranckowiak, October 25, 2011
    • 4 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • October 27, 2011

24. Automatic Enrollment

    By Guest Salvador A Mander, October 20, 2011
    • 1 reply
    • 856 views
    • 
    • Guest
    • October 26, 2011

25. A Real Doozy...

    By austin3515, October 20, 2011
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • October 21, 2011

26. Excess Loan Repayment

    By Guest Susan M., October 20, 2011
    • 6 replies
    • 2k views
    • 
    • Jim Chad
    • October 22, 2011

27. When is a match not a match?

    By K2retire, October 20, 2011
    • 10 replies
    • 1.3k views
    • 
    • JanetM
    • October 24, 2011

28. Roth 401(k) Match Calculation

    By Guest Julie, October 20, 2011
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • October 20, 2011

29. Terminating 401k plan

    By Guest MikeD, October 20, 2011
    • 2 replies
    • 1.3k views
    • 
    • Jim Chad
    • October 20, 2011

30. Hardship Withdrawals Leading to Excess Match?

    By Guest GmcyWT, October 19, 2011
    • 3 replies
    • 1.9k views
    • 
    • masteff
    • October 20, 2011

31. Control Groups: adopting employer vs non-adopting

    By doombuggy, October 19, 2011
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • October 20, 2011

32. LRM's on SH's and Forfeitures

    By austin3515, October 19, 2011
    • 16 replies
    • 3.8k views
    • 
    • K2retire
    • October 20, 2011

33. Controlled Group?

    By Guest YvonneT, October 19, 2011
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • October 19, 2011

34. Safe harbor 401(k)

    By Guest Salvador A Mander, October 17, 2011
    • 0 replies
    • 808 views
    • 
    • Guest
    • October 17, 2011

35. DC Plan Audit

    By jala, October 17, 2011
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • October 18, 2011

36. Over deferral limit for calendar year

    By doombuggy, October 17, 2011
    • 2 replies
    • 1.1k views
    • 
    • doombuggy
    • October 17, 2011

37. Vesting

    By CLE401kGuy, October 17, 2011
    • 1 reply
    • 924 views
    • 
    • Guest
    • October 26, 2011

38. Employee wants to terminate service to avoid loan repayment

    By katie58, October 15, 2011
    • 6 replies
    • 1.6k views
    • 
    • katie58
    • October 18, 2011

39. Prefunded PS

    By PFranckowiak, October 14, 2011
    • 3 replies
    • 1k views
    • 
    • Bill Presson
    • October 14, 2011

40. SIMPLE IRA Shenanagins (sp?)

    By austin3515, October 13, 2011
    • 1 reply
    • 888 views
    • 
    • ETA Consulting LLC
    • October 13, 2011

41. lost earnings

    By pmacduff, October 13, 2011
    • 3 replies
    • 1.3k views
    • 
    • pmacduff
    • October 13, 2011

42. Amended 1065 - Additional PS?

    By austin3515, October 12, 2011
    • 13 replies
    • 2.7k views
    • 
    • mbozek
    • October 15, 2011

43. Overfunding Contributions

    By Nassau, October 10, 2011
    • 7 replies
    • 3k views
    • 
    • Kevin C
    • October 11, 2011

44. Exclusive Benefit Rule

    By Nassau, October 10, 2011
    • 0 replies
    • 952 views
    • 
    • Nassau
    • October 10, 2011

45. Hardships and Special Tax Notice

    By austin3515, October 10, 2011
    • 4 replies
    • 2.2k views
    • 
    • doombuggy
    • October 17, 2011

46. BRF Testing

    By justatester, October 10, 2011
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • October 11, 2011

47. Employer Erroneously Issued Hardship Withdrawal

    By Guest Kristily, October 7, 2011
    • 2 replies
    • 1.3k views
    • 
    • shERPA
    • October 7, 2011

48. When are Sole Prop's 401(k) Deferrals due?

    By CJS07, October 7, 2011
    • 4 replies
    • 1.2k views
    • 
    • mbozek
    • October 8, 2011

49. What do YOU do when the client never submits the data required for testing/5500?

    By 401king, October 7, 2011
    • 2 replies
    • 918 views
    • 
    • shERPA
    • October 8, 2011

50. Plan Termination

    By austin3515, October 7, 2011
    • 5 replies
    • 1.3k views
    • 
    • 12AX7
    • October 8, 2011