401(k) Plans

19,365 topics in this forum

1. Salary Deferrals post hardship Distribution

   By Dougsbpc, February 22, 2012
   • 15 replies
   • 2.9k views
   • 
   • Dougsbpc
   • February 23, 2012

2. HCE plan limits

   By fiona1, February 16, 2012
   • 13 replies
   • 4.3k views
   • 
   • PensionPro
   • February 23, 2012

3. Hardship Withdrawal

   By Nassau, February 22, 2012
   • 5 replies
   • 1.3k views
   • 
   • Nassau
   • February 22, 2012

4. Participant Statements

   By Nassau, February 22, 2012
   • 1 reply
   • 809 views
   • 
   • GMK
   • February 22, 2012

5. Nondeductible Contributions

   By Randy Watson, February 21, 2012
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • February 22, 2012

6. Participant Statements

   By Nassau, February 21, 2012
   • 2 replies
   • 994 views
   • 
   • QDROphile
   • February 21, 2012

7. HCE only otherwise excudable for ADP Test

   By Guest padmin, February 21, 2012
   • 1 reply
   • 889 views
   • 
   • ETA Consulting LLC
   • February 21, 2012

8. Plan Loan

   By Madison71, November 27, 2007
   • 5 replies
   • 2k views
   • 
   • Jim Chad
   • February 20, 2012

9. Qrops USA residents

   By Guest navdha555, February 20, 2012
   • 0 replies
   • 903 views
   • 
   • Guest
   • February 20, 2012

10. On call hours/hours of service

    By Guest Peggy806, January 21, 2009
    • 13 replies
    • 5.5k views
    • 
    • Jim Chad
    • February 18, 2012

11. Match Allocation vs Formula Condition

    By justatester, February 17, 2012
    • 2 replies
    • 1k views
    • 
    • austin3515
    • February 18, 2012

12. Rehired employee

    By cdavis25, February 17, 2012
    • 1 reply
    • 915 views
    • 
    • ETA Consulting LLC
    • February 17, 2012

13. Coverage Testing

    By Chippy, February 16, 2012
    • 2 replies
    • 1k views
    • 
    • Chippy
    • February 17, 2012

14. TPA fees passed to TERM Paticipants

    By PainPA, February 10, 2012
    • 24 replies
    • 3k views
    • 
    • GMK
    • February 16, 2012

15. Once eligible always eligible "rule"

    By Guest JMH1962, February 13, 2012
    • 2 replies
    • 4.5k views
    • 
    • Guest
    • February 16, 2012

16. Late funding of participant contributions

    By Nassau, February 16, 2012
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • February 16, 2012

17. Failed ADP test with de minimus match forfeiture

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

18. Advisor fees charged to plan

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

19. Affiliated Service Group

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

20. SH Available for Hardshipd after 59.5?

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

21. Disaggregation

    By EBDI, February 10, 2012
    • 2 replies
    • 1.6k views
    • 
    • EBDI
    • February 14, 2012

22. Failed ADP - Participant Deceased

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

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

    By Rob P, February 11, 2012
    • 2 replies
    • 1.1k views
    • 
    • Rob P
    • February 13, 2012

24. Integration Level for Mid-Year New Entrant

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

25. Fees to Terminated Participants

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

26. New Plan and Disaggregation

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

27. Optimum SE earned income for maximum annual addition

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

28. Compensation from related employers

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

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

    By buckaroo, February 8, 2012
    • 1 reply
    • 1.4k views
    • 
    • GMK
    • February 8, 2012

30. Can I force out a terminee

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

31. in-plan Roth rollovers

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

32. SH Plan Mid Year Amendments

    By AJ North, February 3, 2012
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • February 7, 2012

33. $0.00 compensation for participant with service

    By 12AX7, February 3, 2012
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • February 7, 2012

34. Plan Year end change

    By Guest Brenda Schachle, February 7, 2012
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 7, 2012

35. Top-Heavy Plan

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

36. Payroll glitch causes incorrect deferral/match withholdings

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

37. Safe Harbor Plan with After Tax

    By justatester, February 2, 2012
    • 11 replies
    • 5.3k views
    • 
    • Kevin C
    • February 3, 2012

38. Matching Contribution

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

39. 401(k) or Money Purchase

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

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

    By RRB, February 1, 2012
    • 5 replies
    • 2.4k views
    • 
    • RRB
    • February 3, 2012

41. Compensation Definition

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

42. Profit Sharing Plan

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

43. Catch up Contribution

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

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

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

45. Retroactive addition of profit sharing contribution

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

46. Late Deposit of Safe Harbor

    By Dougsbpc, December 11, 2011
    • 6 replies
    • 5.6k views
    • 
    • TPApril
    • January 31, 2012

47. Late Filer

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

48. Plan Termination

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

49. davis bacon plan

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

50. Entry Date for new plan

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