401(k) Plans

19,334 topics in this forum

1. Military Leave

   By Nassau, December 1, 2011
   • 0 replies
   • 936 views
   • 
   • Nassau
   • December 1, 2011

2. New Safe Harbor Plan

   By Guest elang, November 30, 2011
   • 7 replies
   • 2.1k views
   • 
   • rcline46
   • December 1, 2011

3. QACA - who gets their deferral rate increased?

   By Guest Achilles, December 1, 2011
   • 1 reply
   • 814 views
   • 
   • K2retire
   • December 1, 2011

4. In-Plan Roth Conversion

   By Guest A125, December 1, 2011
   • 2 replies
   • 864 views
   • 
   • Guest
   • December 1, 2011

5. Rehire Eligibility

   By Guest Tdavid, November 11, 2011
   • 2 replies
   • 1.4k views
   • 
   • JanetM
   • November 29, 2011

6. Delinquent Safe Harbor/Top-Heavy Minimums

   By austin3515, November 22, 2011
   • 6 replies
   • 1.6k views
   • 
   • DMcGovern
   • November 28, 2011

7. Can benefitslink start a section for disclosures to employers?

   By Jim Chad, September 24, 2011
   • 1 reply
   • 812 views
   • 
   • Guest
   • November 23, 2011

8. Two plans merge...plan1 ER pays fees & plan2 plan pays fees..,

   By Guest DVW, November 23, 2011
   • 0 replies
   • 880 views
   • 
   • Guest
   • November 23, 2011

9. Amending a Safe Harbor Plan

   By austin3515, November 8, 2011
   • 18 replies
   • 2.4k views
   • 
   • austin3515
   • November 22, 2011

10. Average Benefits Test

    By justatester, November 21, 2011
    • 1 reply
    • 932 views
    • 
    • Tom Poje
    • November 21, 2011

11. Top heavy in multiple employer plan

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

12. Mid-Year Termination of Safe-Harbor Nonelective Contribution Plan

    By Guest gaham, November 17, 2011
    • 1 reply
    • 9.9k views
    • 
    • Lou S.
    • November 17, 2011

13. Applying for a Determination Letter (Form 5300)

    By fiona1, November 16, 2011
    • 3 replies
    • 1.2k views
    • 
    • fiona1
    • November 16, 2011

14. Target Date Funds - Discrimination Rules

    By Guest Tom:, November 15, 2011
    • 2 replies
    • 905 views
    • 
    • Lou S.
    • November 15, 2011

15. PPA Amendments

    By ERISA-Bubs, November 14, 2011
    • 6 replies
    • 2.1k views
    • 
    • masteff
    • November 15, 2011

16. ADP prior year test method - only otherwise excludable

    By legort69, November 9, 2011
    • 4 replies
    • 3k views
    • 
    • Kevin C
    • November 11, 2011

17. Leased Employees Change of Status

    By emmetttrudy, November 9, 2011
    • 6 replies
    • 3.3k views
    • 
    • ETA Consulting LLC
    • November 11, 2011

18. Forfeiture Timing

    By Guest Kelly44030, November 10, 2011
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • November 10, 2011

19. Safe Harbor ER Contribution

    By justatester, November 10, 2011
    • 1 reply
    • 1.6k views
    • 
    • 401king
    • November 10, 2011

20. Safe Harbor Match plus Discretionary Match

    By Bruddah Kimo, November 9, 2011
    • 6 replies
    • 2.1k views
    • 
    • Tom Poje
    • November 10, 2011

21. RMD and Rollovers

    By goldtpa, November 8, 2011
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • November 9, 2011

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

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

23. Outside Assets (Golf Equity Membership)

    By PainPA, November 8, 2011
    • 4 replies
    • 1.6k views
    • 
    • ESOP Guy
    • November 8, 2011

24. Allocating extra funds

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

25. QACA's and Permissible Withdraw

    By Guest frosty, July 18, 2011
    • 5 replies
    • 2.5k views
    • 
    • DMcGovern
    • November 7, 2011

26. Returning Excess Annual Additions >1 year later

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

27. Reward/Performance Based Matches

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

28. Participant Statements

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

29. Match Contributions Allocated After Plan Year End

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

30. Suspension Letter

    By Guest newport, December 7, 2010
    • 2 replies
    • 2.5k views
    • 
    • Kevin C
    • November 3, 2011

31. 401(K) Participant Rehire

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

32. Today's IRS Q&A at ASPPA Annual Conference 10/20/10

    By Guest Pennysaver, October 21, 2010
    • 47 replies
    • 12.5k views
    • 
    • Kevin C
    • November 3, 2011

33. Year-End Amendments - Corbel Prototype

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

34. BRF

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

35. Mid year term - still safe harbor?

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

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

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

37. Hardship Withdrawals

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

38. January 1 allocation date

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

39. Changing Entry Dates

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

40. Is it a Short Plan Year?

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

41. QNEC for new NHCE

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

42. 415 limit

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

43. Vesting

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

44. Automatic Enrollment

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

45. 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

46. When is a match not a match?

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

47. Excess Loan Repayment

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

48. A Real Doozy...

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

49. Hardship Withdrawals Leading to Excess Match?

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

50. Roth 401(k) Match Calculation

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