401(k) Plans

19,490 topics in this forum

1. Merger of a company

   By Guest DBSI, March 27, 2012
   • 3 replies
   • 2k views
   • 
   • Guest
   • March 27, 2012

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

   By Guest steve47170, March 27, 2012
   • 14 replies
   • 19.6k views
   • 
   • GMK
   • March 27, 2012

3. Each in Own Group - Integrated

   By austin3515, March 27, 2012
   • 5 replies
   • 1.2k views
   • 
   • austin3515
   • March 27, 2012

4. 401k Administrative costs?

   By MD-Benefits Guy, March 22, 2012
   • 13 replies
   • 7.4k views
   • 
   • austin3515
   • March 27, 2012

5. Covered Service Provider Disclosure

   By holdco, March 26, 2012
   • 11 replies
   • 2k views
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   • holdco
   • March 26, 2012

6. MA formula

   By Guest money40, March 15, 2012
   • 10 replies
   • 1.6k views
   • 
   • Guest
   • March 26, 2012

7. How much is the covered compensation?

   By RayJJohnsonJr, March 23, 2012
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • March 26, 2012

8. 20% withholding on eligible rollover distributions

   By Guest Molly CRP, March 23, 2012
   • 1 reply
   • 2.4k views
   • 
   • Tom Poje
   • March 26, 2012

9. EGTRRA Non-Amender

   By austin3515, March 21, 2012
   • 11 replies
   • 3.5k views
   • 
   • Guest
   • March 23, 2012

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

    By Guest Pennysaver, March 23, 2012
    • 4 replies
    • 2.6k views
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    • Guest
    • March 23, 2012

11. Transfers between Union and Nonunion plan

    By PFranckowiak, March 22, 2012
    • 0 replies
    • 1.2k views
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    • PFranckowiak
    • March 22, 2012

12. rollover paperwork

    By Guest doh5557, March 20, 2012
    • 13 replies
    • 8.9k views
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    • mbozek
    • March 21, 2012

13. Deduction for Keogh contribution

    By Guest Diane DuFresne, March 17, 2012
    • 25 replies
    • 7.3k views
    • 
    • Bird
    • March 21, 2012

14. Used wrong ADP Testing Period

    By 52626, March 21, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • March 21, 2012

15. Retroactive Adoption of Safe Harbor Amendment

    By ERISA25, March 21, 2012
    • 2 replies
    • 1.6k views
    • 
    • ERISA25
    • March 21, 2012

16. Employer Wants to Reimburse Plan

    By austin3515, March 15, 2012
    • 13 replies
    • 2.7k views
    • 
    • Kevin C
    • March 21, 2012

17. loan from unrelated rollover

    By cpc0506, March 20, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • March 21, 2012

18. Eligibility upon Reemployment for Special Eligibility

    By Guest Pension Fun, March 20, 2012
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • March 20, 2012

19. Does anyone use ftWilliams admin software?

    By jessica401(k), March 15, 2012
    • 11 replies
    • 3.5k views
    • 
    • Bird
    • March 19, 2012

20. DOL changse PN

    By Monica Barnard, March 19, 2012
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • March 19, 2012

21. Break in Service Rule

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

22. Spin-off from ESOP plan

    By cpc0506, March 19, 2012
    • 0 replies
    • 1.4k views
    • 
    • cpc0506
    • March 19, 2012

23. "Same plan year" for permissive aggregation

    By MWeddell, February 7, 2012
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • March 19, 2012

24. Top Heavy/Key/Deferral question

    By Cathy from Chicago, March 9, 2011
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • March 19, 2012

25. Changing the Plan Year

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

26. Initial Plan Audit

    By Guest msnow, March 15, 2012
    • 3 replies
    • 1.8k views
    • 
    • rcline46
    • March 16, 2012

27. HCE exclued from plan - one contributed 401k

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

28. coverage

    By Gary, March 15, 2012
    • 2 replies
    • 1.1k views
    • 
    • chc93
    • March 15, 2012

29. 401k elections with k-1

    By mehmgo, March 15, 2012
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • March 15, 2012

30. Safe Harbor Correction

    By pixmax, March 13, 2012
    • 2 replies
    • 1.1k views
    • 
    • Lou S.
    • March 13, 2012

31. -11(g) Amendment

    By austin3515, March 12, 2012
    • 13 replies
    • 4.7k views
    • 
    • movedon
    • March 13, 2012

32. Not really a match?

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

33. Top Heavy contribution for deceased participant?

    By Guest persie, March 13, 2012
    • 1 reply
    • 1.5k views
    • 
    • movedon
    • March 13, 2012

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

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

35. sticky situation bank and foreclosure

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

36. Employer/Employee/Affiliated Service Group?

    By imchipbrown, March 11, 2012
    • 5 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • March 12, 2012

37. IRS Says Prime is NOT Reasonable

    By austin3515, March 6, 2012
    • 28 replies
    • 13.5k views
    • 
    • ESOP Guy
    • March 12, 2012

38. top heavy

    By Gary, March 12, 2012
    • 2 replies
    • 1.1k views
    • 
    • PensionPro
    • March 12, 2012

39. 404a-5 Change Notice

    By Archimage, February 7, 2012
    • 2 replies
    • 2.1k views
    • 
    • Bird
    • March 12, 2012

40. Top Heavy Allocation

    By KevinMc, March 10, 2012
    • 2 replies
    • 1.1k views
    • 
    • KevinMc
    • March 12, 2012

41. partnership self-employment income

    By Guest Diane DuFresne, March 8, 2012
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • March 8, 2012

42. 401(k) Plan Termination

    By Guest ABABAK, March 7, 2012
    • 2 replies
    • 1.4k views
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    • ETA Consulting LLC
    • March 8, 2012

43. Top Heavy/Safe Harbor match/Profit Sharing

    By Guest Diane DuFresne, March 7, 2012
    • 4 replies
    • 2.8k views
    • 
    • ETA Consulting LLC
    • March 7, 2012

44. Top Paid Group Former Owners

    By Guest shm3803, March 7, 2012
    • 3 replies
    • 1.1k views
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    • ETA Consulting LLC
    • March 7, 2012

45. Conversions and QDIA vs Mapping

    By austin3515, March 7, 2012
    • 1 reply
    • 4.9k views
    • 
    • mbozek
    • March 7, 2012

46. DC/DB Combo Top-Heavy Minimum

    By austin3515, March 6, 2012
    • 5 replies
    • 3.3k views
    • 
    • Tom Poje
    • March 7, 2012

47. Self-Employed Match Calculation Question

    By Laura Harrington, March 5, 2012
    • 4 replies
    • 2k views
    • 
    • masteff
    • March 6, 2012

48. Part time employees

    By Guest jefe96, April 14, 2005
    • 17 replies
    • 3.8k views
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    • Gadgetfreak
    • March 6, 2012

49. loan fee

    By EBDI, March 5, 2012
    • 1 reply
    • 998 views
    • 
    • ETA Consulting LLC
    • March 6, 2012

50. HCE

    By mehmgo, March 5, 2012
    • 1 reply
    • 1.5k views
    • 
    • Lou S.
    • March 6, 2012