401(k) Plans

19,321 topics in this forum

1. Deferral election procedure

   By John Feldt ERPA CPC QPA, August 26, 2011
   • 1 reply
   • 1.6k views
   • 
   • ETA Consulting LLC
   • August 26, 2011

2. Can a Recordkeeper fund a QNEC ?

   By MARYMM, August 26, 2011
   • 2 replies
   • 1.1k views
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   • K2retire
   • August 26, 2011

3. 401(a)(17) limit

   By fiona1, August 26, 2011
   • 5 replies
   • 2.5k views
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   • BG5150
   • August 29, 2011

4. Davis Bacon, Safe Harbor & Top-Heavy

   By austin3515, August 26, 2011
   • 1 reply
   • 1.7k views
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   • DMcGovern
   • August 26, 2011

5. 401(k) Loan Rollover from one plan to next

   By Guest Tdavid, August 26, 2011
   • 5 replies
   • 2.6k views
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   • austin3515
   • August 29, 2011

6. 401(k) Non US based company

   By Guest nextgenplanner, August 25, 2011
   • 3 replies
   • 1.3k views
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   • austin3515
   • September 2, 2011

7. QSLOB

   By 30Rock, August 25, 2011
   • 2 replies
   • 3.5k views
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   • ESOP Guy
   • August 25, 2011

8. 414(s) Test in Relius

   By Susan S., August 25, 2011
   • 4 replies
   • 1.5k views
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   • Susan S.
   • August 25, 2011

9. HCE catch up and IRA contributions

   By jmartin, August 25, 2011
   • 2 replies
   • 1.6k views
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   • jevd
   • August 25, 2011

10. Compensation Ratio Test

    By Susan S., August 25, 2011
    • 4 replies
    • 1.6k views
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    • Susan S.
    • August 25, 2011

11. When are SH Employer Contributions Due

    By Guest JHLUBB, August 24, 2011
    • 3 replies
    • 1.8k views
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    • Kevin C
    • August 25, 2011

12. EE Options & Controlled Group

    By BeccaERISA, August 24, 2011
    • 1 reply
    • 942 views
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    • Guest
    • August 25, 2011

13. Safe Harbor 401(k)

    By R. Butler, August 24, 2011
    • 2 replies
    • 1.2k views
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    • cpc0506
    • August 24, 2011

14. Correction for missed ER match

    By Guest KLM3, August 24, 2011
    • 1 reply
    • 1k views
    • 
    • ETA Consulting LLC
    • August 24, 2011

15. 401a, why add a K feature

    By Guest mr_patch, August 23, 2011
    • 6 replies
    • 1.5k views
    • 
    • david rigby
    • August 23, 2011

16. Quick, Cheap Way to Find Lost Participants

    By austin3515, August 23, 2011
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • August 23, 2011

17. Employer Eligibility Failure

    By Guest Annette Leerhoff, August 22, 2011
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 22, 2011

18. IRS Audit

    By goldtpa, August 19, 2011
    • 4 replies
    • 1.4k views
    • 
    • ETA Consulting LLC
    • August 20, 2011

19. Undocumented Immigrant

    By Guest BED, August 19, 2011
    • 2 replies
    • 2.7k views
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    • Peter Gulia
    • August 19, 2011

20. Franchises

    By justatester, August 19, 2011
    • 1 reply
    • 1k views
    • 
    • Guest
    • August 19, 2011

21. Mortgage Loan Originator's Compensation

    By jala, August 18, 2011
    • 3 replies
    • 1.5k views
    • 
    • jala
    • August 19, 2011

22. Error on Match Calc

    By Spencer, August 18, 2011
    • 4 replies
    • 1.2k views
    • 
    • Spencer
    • August 23, 2011

23. Failure to Auto-Enroll Employee Correction?

    By holdco, August 18, 2011
    • 6 replies
    • 3.3k views
    • 
    • K2retire
    • August 26, 2011

24. beneficiary designation

    By Scuba 401, August 18, 2011
    • 3 replies
    • 1.3k views
    • 
    • Scuba 401
    • August 18, 2011

25. forfeiture of account due to fraud

    By Scuba 401, August 17, 2011
    • 11 replies
    • 5k views
    • 
    • Peter Gulia
    • October 6, 2011

26. Cure period waiver

    By Guest tmills, August 17, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 17, 2011

27. Catchup and ADP Test

    By jmartin, August 17, 2011
    • 7 replies
    • 5.1k views
    • 
    • Tom Poje
    • April 28, 2014

28. Allocation conditions for part time employees

    By 30Rock, August 16, 2011
    • 2 replies
    • 1.2k views
    • 
    • 30Rock
    • August 16, 2011

29. Participant Fee Disclosures

    By austin3515, August 16, 2011
    • 10 replies
    • 2.5k views
    • 
    • austin3515
    • August 18, 2011

30. Fund Mapping

    By Nassau, August 16, 2011
    • 0 replies
    • 1k views
    • 
    • Nassau
    • August 16, 2011

31. Fund Mapping

    By Nassau, August 16, 2011
    • 5 replies
    • 6.8k views
    • 
    • K2retire
    • August 17, 2011

32. No one has a signed doc starting Plan in 2008

    By Jim Chad, August 16, 2011
    • 2 replies
    • 1.2k views
    • 
    • Jim Chad
    • August 17, 2011

33. Vesting and BRF

    By justatester, August 15, 2011
    • 3 replies
    • 2.4k views
    • 
    • Tom Poje
    • August 16, 2011

34. Assignment of Income Problem

    By Guest dkl2214, August 15, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 15, 2011

35. 414(s) compensation and taxable dependent care benefits

    By Guest Yolanda, August 12, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 12, 2011

36. Safe Harbor Status for Terminating Plan

    By Guest phy401k, August 11, 2011
    • 3 replies
    • 1.9k views
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    • austin3515
    • August 11, 2011

37. Hardship Distribution - repayment of loan

    By Guest Sieve, August 9, 2011
    • 3 replies
    • 1.7k views
    • 
    • masteff
    • August 10, 2011

38. Transfer of ees who change status

    By ESOP Guy, August 9, 2011
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • August 10, 2011

39. Safe Harbor match with additional discretionary match

    By John Feldt ERPA CPC QPA, August 9, 2011
    • 5 replies
    • 1.2k views
    • 
    • ETA Consulting LLC
    • August 10, 2011

40. Life Insurance within a 401(k) Plan

    By Guest AndreaRyan, August 9, 2011
    • 3 replies
    • 2.3k views
    • 
    • MARYMM
    • August 10, 2011

41. safe harbor amendment

    By Gary, August 8, 2011
    • 10 replies
    • 2.5k views
    • 
    • Kevin C
    • January 13, 2012

42. Removing Safe Harbor Provisions

    By justatester, August 8, 2011
    • 3 replies
    • 2.5k views
    • 
    • Tom Poje
    • August 9, 2011

43. Amend Use of Forfeiture

    By 12AX7, August 8, 2011
    • 10 replies
    • 2.7k views
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    • GMK
    • August 8, 2011

44. Catch up contributions in off-calendar year plan

    By Guest Dave Peckham, August 5, 2011
    • 9 replies
    • 2.7k views
    • 
    • Bird
    • August 8, 2011

45. use of QMAC and QNEC

    By Gary, August 5, 2011
    • 4 replies
    • 7.4k views
    • 
    • fiona1
    • August 11, 2011

46. Roth Contribution/402(g) limit

    By britoski, August 4, 2011
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • August 5, 2011

47. Late contributions paid into new plan

    By Guest djkirby, August 3, 2011
    • 1 reply
    • 933 views
    • 
    • ETA Consulting LLC
    • August 4, 2011

48. Multiple Profit Sharing Contributions

    By WesleyT, August 3, 2011
    • 7 replies
    • 2.2k views
    • 
    • ETA Consulting LLC
    • August 4, 2011

49. Is a deferral late if payroll was never made?

    By TPApril, August 3, 2011
    • 2 replies
    • 1.2k views
    • 
    • Peter Gulia
    • August 3, 2011

50. Newlywed HCE?

    By Leopurrd, August 2, 2011
    • 9 replies
    • 1.8k views
    • 
    • 12AX7
    • August 3, 2011