401(k) Plans

19,384 topics in this forum

1. in-plan Roth rollovers

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

2. SH Plan Mid Year Amendments

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

3. $0.00 compensation for participant with service

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

4. Plan Year end change

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

5. Top-Heavy Plan

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

6. Payroll glitch causes incorrect deferral/match withholdings

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

7. Safe Harbor Plan with After Tax

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

8. Matching Contribution

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

9. 401(k) or Money Purchase

   By Guest GMP, February 2, 2012
   • 5 replies
   • 1.1k views
   • 
   • masteff
   • February 3, 2012

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

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

11. Compensation Definition

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

12. Profit Sharing Plan

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

13. Catch up Contribution

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

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

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

15. Retroactive addition of profit sharing contribution

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

16. Late Deposit of Safe Harbor

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

17. Late Filer

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

18. Plan Termination

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

19. davis bacon plan

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

20. Entry Date for new plan

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

21. Top Heavy allocation to "key employees"?

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

22. Differing Match Rates for NHCEs in QACA

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

23. Statutory exclusion question.

    By MR, January 24, 2001
    • 27 replies
    • 12.3k views
    • 
    • buckaroo
    • January 31, 2012

24. qdia not followed

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

25. Participant Fee Disclosures

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

26. 401(k) Plans

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

27. Muliple Employer, Affilliated Service, Controlled Group?

    By HarleyBabe, January 23, 2012
    • 2 replies
    • 1k views
    • 
    • Guest
    • January 29, 2012

28. QNECS on a Corbel prototype style VS

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

29. Non-discrimination Testing

    By AJ North, January 25, 2012
    • 3 replies
    • 1.4k views
    • 
    • AJ North
    • January 26, 2012

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

    By CLE401kGuy, January 25, 2012
    • 3 replies
    • 1.5k views
    • 
    • Bill Presson
    • January 25, 2012

31. Eligibility upon rehire

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

32. w-2 box 13

    By ESOP Guy, January 24, 2012
    • 2 replies
    • 2.2k views
    • 
    • Belgarath
    • January 25, 2012

33. Automatic Enrollment (Year End Match)

    By PainPA, January 20, 2012
    • 4 replies
    • 1.1k views
    • 
    • PainPA
    • January 21, 2012

34. Residence changed to rental and has 20 year loan

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

35. 401k deferrals after reaching 250k of income?

    By MD-Benefits Guy, January 19, 2012
    • 7 replies
    • 4.4k views
    • 
    • masteff
    • January 21, 2012

36. ERPA TEST

    By KTB, January 3, 2012
    • 9 replies
    • 2.2k views
    • 
    • KTB
    • January 20, 2012

37. Eligible Compensation

    By Guest Benny Comply, January 20, 2012
    • 1 reply
    • 4.5k views
    • 
    • ETA Consulting LLC
    • January 20, 2012

38. Loan Default / IRA Rollover Contribution

    By austin3515, January 19, 2012
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • January 19, 2012

39. Designated Invesmtent Manager

    By austin3515, January 18, 2012
    • 1 reply
    • 990 views
    • 
    • Kevin C
    • January 18, 2012

40. Self Employment Calculation for 2011

    By TPApril, January 14, 2012
    • 14 replies
    • 2.3k views
    • 
    • Mike Preston
    • January 17, 2012

41. Relius 15.0

    By Guest Amishcountry, January 17, 2012
    • 1 reply
    • 868 views
    • 
    • Tom Poje
    • January 17, 2012

42. Military salary continuation payments

    By AKconsult, January 17, 2012
    • 0 replies
    • 1.6k views
    • 
    • AKconsult
    • January 17, 2012

43. Participant Level Fee Disclosures

    By ERISA1, January 17, 2012
    • 1 reply
    • 2.3k views
    • 
    • Belgarath
    • January 17, 2012

44. entry date

    By Chippy, January 11, 2012
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 15, 2012

45. Census Gross Income

    By Guest Hgreer, January 13, 2012
    • 3 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • January 14, 2012

46. Plan Termination and Loansd

    By austin3515, January 13, 2012
    • 5 replies
    • 1.2k views
    • 
    • austin3515
    • January 13, 2012

47. Nonelecitve Xfer Between 401k and 403b?

    By austin3515, January 12, 2012
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • January 13, 2012

48. safe harbor amendment

    By Gary, August 8, 2011
    • 10 replies
    • 2.6k views
    • 
    • Kevin C
    • January 13, 2012

49. Participant Disclosure Requirements

    By Guest JMN, November 11, 2011
    • 10 replies
    • 2.8k views
    • 
    • ERISA1
    • January 12, 2012

50. True-up contribution

    By goldtpa, January 12, 2012
    • 5 replies
    • 4.3k views
    • 
    • masteff
    • January 12, 2012