401(k) Plans

19,321 topics in this forum

1. Allocating extra funds

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

2. Match Contributions Allocated After Plan Year End

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

3. Participant Statements

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

4. Reward/Performance Based Matches

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

5. Returning Excess Annual Additions >1 year later

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

6. 401(K) Participant Rehire

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

7. Year-End Amendments - Corbel Prototype

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

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

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

9. BRF

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

10. Mid year term - still safe harbor?

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

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

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

12. Hardship Withdrawals

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

13. Is it a Short Plan Year?

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

14. January 1 allocation date

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

15. QNEC for new NHCE

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

16. Changing Entry Dates

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

17. Top heavy in multiple employer plan

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

18. 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

19. 415 limit

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

20. Automatic Enrollment

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

21. A Real Doozy...

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

22. Excess Loan Repayment

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

23. When is a match not a match?

    By K2retire, October 20, 2011
    • 10 replies
    • 1.4k views
    • 
    • JanetM
    • October 24, 2011

24. Roth 401(k) Match Calculation

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

25. Terminating 401k plan

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

26. Hardship Withdrawals Leading to Excess Match?

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

27. Control Groups: adopting employer vs non-adopting

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

28. LRM's on SH's and Forfeitures

    By austin3515, October 19, 2011
    • 16 replies
    • 3.9k views
    • 
    • K2retire
    • October 20, 2011

29. Controlled Group?

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

30. Safe harbor 401(k)

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

31. DC Plan Audit

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

32. Over deferral limit for calendar year

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

33. Vesting

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

34. Employee wants to terminate service to avoid loan repayment

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

35. Prefunded PS

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

36. SIMPLE IRA Shenanagins (sp?)

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

37. lost earnings

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

38. Amended 1065 - Additional PS?

    By austin3515, October 12, 2011
    • 13 replies
    • 2.8k views
    • 
    • mbozek
    • October 15, 2011

39. Overfunding Contributions

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

40. Exclusive Benefit Rule

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

41. Hardships and Special Tax Notice

    By austin3515, October 10, 2011
    • 4 replies
    • 2.3k views
    • 
    • doombuggy
    • October 17, 2011

42. BRF Testing

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

43. Employer Erroneously Issued Hardship Withdrawal

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

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

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

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

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

46. Plan Termination

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

47. 403b deferrals in the ABT

    By 30Rock, October 6, 2011
    • 0 replies
    • 849 views
    • 
    • 30Rock
    • October 6, 2011

48. EACA/ACA Plans

    By kevind2010, October 6, 2011
    • 0 replies
    • 1.4k views
    • 
    • kevind2010
    • October 6, 2011

49. Form 8955-SSA

    By Guest Achilles, October 5, 2011
    • 1 reply
    • 1.2k views
    • 
    • ESOP Guy
    • October 5, 2011

50. 5500 and late deposits

    By JKW, October 4, 2011
    • 0 replies
    • 1k views
    • 
    • JKW
    • October 4, 2011