401(k) Plans

19,451 topics in this forum

1. Form 5330

   By 52626, March 30, 2012
   • 1 reply
   • 1.7k views
   • 
   • D Lewis
   • April 2, 2012

2. Carve out base on hours

   By Guest Benny Guy, March 30, 2012
   • 7 replies
   • 1.3k views
   • 
   • masteff
   • March 30, 2012

3. 1099 Contractor or Leased Employee

   By austin3515, March 29, 2012
   • 12 replies
   • 11k views
   • 
   • Bill Presson
   • March 30, 2012

4. Short Plan Year

   By austin3515, March 30, 2012
   • 3 replies
   • 927 views
   • 
   • Jim Chad
   • March 30, 2012

5. DOL Invititation to VFCP

   By austin3515, March 9, 2012
   • 6 replies
   • 1.1k views
   • 
   • Guest
   • March 30, 2012

6. Voluntary after tax to Roth IRA

   By Jim Chad, March 30, 2012
   • 1 reply
   • 1.9k views
   • 
   • ETA Consulting LLC
   • March 30, 2012

7. NEW 401K, TERMINATED DB PLAN

   By cpc0506, March 30, 2012
   • 1 reply
   • 1k views
   • 
   • rcline46
   • March 30, 2012

8. Forfeitures for Top Heavy

   By Madison71, March 28, 2012
   • 8 replies
   • 3.2k views
   • 
   • cpc0506
   • March 29, 2012

9. Using DOL Online Calculator Without VFCP Application?

   By Guest hybrid2148, March 9, 2012
   • 6 replies
   • 10.3k views
   • 
   • John Feldt ERPA CPC QPA
   • March 29, 2012

10. Loan

    By Guest Hgreer, March 13, 2012
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 29, 2012

11. Forfeiture Account

    By PensionPro, March 28, 2012
    • 1 reply
    • 964 views
    • 
    • ESOP Guy
    • March 28, 2012

12. Merger of a company

    By Guest DBSI, March 27, 2012
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 27, 2012

13. Participant count and participant definition for 401(k) plan

    By Guest steve47170, March 27, 2012
    • 14 replies
    • 19.1k views
    • 
    • GMK
    • March 27, 2012

14. Each in Own Group - Integrated

    By austin3515, March 27, 2012
    • 5 replies
    • 1.1k views
    • 
    • austin3515
    • March 27, 2012

15. 401k Administrative costs?

    By MD-Benefits Guy, March 22, 2012
    • 13 replies
    • 7.1k views
    • 
    • austin3515
    • March 27, 2012

16. Covered Service Provider Disclosure

    By holdco, March 26, 2012
    • 11 replies
    • 1.8k views
    • 
    • holdco
    • March 26, 2012

17. MA formula

    By Guest money40, March 15, 2012
    • 10 replies
    • 1.5k views
    • 
    • Guest
    • March 26, 2012

18. How much is the covered compensation?

    By RayJJohnsonJr, March 23, 2012
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • March 26, 2012

19. 20% withholding on eligible rollover distributions

    By Guest Molly CRP, March 23, 2012
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • March 26, 2012

20. EGTRRA Non-Amender

    By austin3515, March 21, 2012
    • 11 replies
    • 3.3k views
    • 
    • Guest
    • March 23, 2012

21. Deduction Limit, ASGs, and IRC 413(c)(6)

    By Guest Pennysaver, March 23, 2012
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • March 23, 2012

22. Transfers between Union and Nonunion plan

    By PFranckowiak, March 22, 2012
    • 0 replies
    • 1k views
    • 
    • PFranckowiak
    • March 22, 2012

23. rollover paperwork

    By Guest doh5557, March 20, 2012
    • 13 replies
    • 8.7k views
    • 
    • mbozek
    • March 21, 2012

24. Deduction for Keogh contribution

    By Guest Diane DuFresne, March 17, 2012
    • 25 replies
    • 6.9k views
    • 
    • Bird
    • March 21, 2012

25. Used wrong ADP Testing Period

    By 52626, March 21, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • March 21, 2012

26. Retroactive Adoption of Safe Harbor Amendment

    By ERISA25, March 21, 2012
    • 2 replies
    • 1.5k views
    • 
    • ERISA25
    • March 21, 2012

27. Employer Wants to Reimburse Plan

    By austin3515, March 15, 2012
    • 13 replies
    • 2.5k views
    • 
    • Kevin C
    • March 21, 2012

28. loan from unrelated rollover

    By cpc0506, March 20, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • March 21, 2012

29. Eligibility upon Reemployment for Special Eligibility

    By Guest Pension Fun, March 20, 2012
    • 1 reply
    • 1.1k views
    • 
    • ETA Consulting LLC
    • March 20, 2012

30. Does anyone use ftWilliams admin software?

    By jessica401(k), March 15, 2012
    • 11 replies
    • 3.3k views
    • 
    • Bird
    • March 19, 2012

31. DOL changse PN

    By Monica Barnard, March 19, 2012
    • 1 reply
    • 1k views
    • 
    • austin3515
    • March 19, 2012

32. Break in Service Rule

    By Guest TPA Guy, March 15, 2012
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 19, 2012

33. Spin-off from ESOP plan

    By cpc0506, March 19, 2012
    • 0 replies
    • 1.3k views
    • 
    • cpc0506
    • March 19, 2012

34. "Same plan year" for permissive aggregation

    By MWeddell, February 7, 2012
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • March 19, 2012

35. Top Heavy/Key/Deferral question

    By Cathy from Chicago, March 9, 2011
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • March 19, 2012

36. Changing the Plan Year

    By Nassau, March 16, 2012
    • 1 reply
    • 877 views
    • 
    • ETA Consulting LLC
    • March 16, 2012

37. Initial Plan Audit

    By Guest msnow, March 15, 2012
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • March 16, 2012

38. HCE exclued from plan - one contributed 401k

    By jmartin, March 15, 2012
    • 1 reply
    • 979 views
    • 
    • Tom Poje
    • March 16, 2012

39. coverage

    By Gary, March 15, 2012
    • 2 replies
    • 1k views
    • 
    • chc93
    • March 15, 2012

40. 401k elections with k-1

    By mehmgo, March 15, 2012
    • 1 reply
    • 926 views
    • 
    • QDROphile
    • March 15, 2012

41. Safe Harbor Correction

    By pixmax, March 13, 2012
    • 2 replies
    • 997 views
    • 
    • Lou S.
    • March 13, 2012

42. -11(g) Amendment

    By austin3515, March 12, 2012
    • 13 replies
    • 4.5k views
    • 
    • movedon
    • March 13, 2012

43. Not really a match?

    By Earl, March 13, 2012
    • 4 replies
    • 1.1k views
    • 
    • Earl
    • March 13, 2012

44. Top Heavy contribution for deceased participant?

    By Guest persie, March 13, 2012
    • 1 reply
    • 1.3k views
    • 
    • movedon
    • March 13, 2012

45. Is this match ok, or is additional testing needed

    By jkharvey, March 11, 2012
    • 2 replies
    • 937 views
    • 
    • movedon
    • March 13, 2012

46. sticky situation bank and foreclosure

    By Guest ?pensionguy, March 12, 2012
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 13, 2012

47. Employer/Employee/Affiliated Service Group?

    By imchipbrown, March 11, 2012
    • 5 replies
    • 1.3k views
    • 
    • ETA Consulting LLC
    • March 12, 2012

48. IRS Says Prime is NOT Reasonable

    By austin3515, March 6, 2012
    • 28 replies
    • 12.7k views
    • 
    • ESOP Guy
    • March 12, 2012

49. top heavy

    By Gary, March 12, 2012
    • 2 replies
    • 920 views
    • 
    • PensionPro
    • March 12, 2012

50. 404a-5 Change Notice

    By Archimage, February 7, 2012
    • 2 replies
    • 2k views
    • 
    • Bird
    • March 12, 2012