401(k) Plans

19,299 topics in this forum

1. In a 401(k) can the definition of compensation be amended to give the participants the option to defer on bonuses?

   By Guest sugar daddy, September 28, 2011
   • 9 replies
   • 1.8k views
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   • K2retire
   • September 29, 2011

2. Can we stop fixed match mid year?

   By Jim Chad, April 21, 2011
   • 14 replies
   • 5.7k views
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   • Kevin C
   • September 29, 2011

3. Late 401(k) Contributions

   By PFranckowiak, September 23, 2011
   • 1 reply
   • 1.1k views
   • 
   • 12AX7
   • September 27, 2011

4. Record Retention - what and how long?

   By PFranckowiak, September 27, 2011
   • 1 reply
   • 980 views
   • 
   • 12AX7
   • September 27, 2011

5. Withholding on hardship distributions

   By Jim Chad, July 23, 2011
   • 13 replies
   • 10.2k views
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   • Peter Gulia
   • September 26, 2011

6. Non-discrimination testing for partial year

   By jukeboy56, September 26, 2011
   • 0 replies
   • 1.1k views
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   • jukeboy56
   • September 26, 2011

7. Brother Sister Controlled Group

   By Guest MEGK, September 23, 2011
   • 6 replies
   • 1.7k views
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   • Guest
   • September 23, 2011

8. In-plan Roth conversion & 5500

   By Monica Barnard, September 23, 2011
   • 4 replies
   • 2.8k views
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   • Tom Poje
   • September 23, 2011

9. Is this a 401k transfer or rollover? And reporting requirements.

   By Guest Carl C, September 23, 2011
   • 4 replies
   • 3k views
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   • ESOP Guy
   • September 23, 2011

10. Safe Harbor 401(k) and Compensation Amendment

    By msmith, September 22, 2011
    • 1 reply
    • 1.1k views
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    • Tom Poje
    • September 22, 2011

11. Timing of filing Form 5330 for late deposits

    By BG5150, September 21, 2011
    • 0 replies
    • 1.4k views
    • 
    • BG5150
    • September 21, 2011

12. 2012 COLA

    By Fisher, September 20, 2011
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • September 20, 2011

13. matching contribution

    By Scuba 401, September 14, 2011
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 19, 2011

14. USERRA - Company Contributions

    By Guest Tdavid, September 13, 2011
    • 6 replies
    • 3k views
    • 
    • GMK
    • September 16, 2011

15. EIN/SS# for 1099-R / 1096

    By austin3515, September 14, 2011
    • 17 replies
    • 8.2k views
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    • Bird
    • September 15, 2011

16. Does Hurricane Relief Extend Contribution Deadline

    By ERISA1, September 14, 2011
    • 1 reply
    • 1.3k views
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    • david rigby
    • September 14, 2011

17. Rehire

    By PFranckowiak, September 14, 2011
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • September 14, 2011

18. Rehire after Five Year Break in Service

    By jmartin, September 12, 2011
    • 5 replies
    • 26.5k views
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    • Tom Poje
    • September 14, 2011

19. Roth In-Plan Conversion

    By Nassau, September 12, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 12, 2011

20. union employees and separate plan provisions

    By Guest Iwonder, September 2, 2011
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • September 12, 2011

21. VCP - filing question

    By PFranckowiak, September 9, 2011
    • 0 replies
    • 1.1k views
    • 
    • PFranckowiak
    • September 9, 2011

22. Platform Providers

    By SMB, September 7, 2011
    • 5 replies
    • 2k views
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    • Bird
    • September 9, 2011

23. Automatic Enrollment and Nondiscrimination

    By Guest Offender, September 8, 2011
    • 1 reply
    • 1.3k views
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    • ETA Consulting LLC
    • September 9, 2011

24. LLC Electing to be Taxed as a Corporation

    By jpod, September 6, 2011
    • 1 reply
    • 907 views
    • 
    • jpod
    • September 8, 2011

25. Forfeitures

    By Nassau, September 8, 2011
    • 1 reply
    • 1.1k views
    • 
    • rcline46
    • September 8, 2011

26. Safe Harbor, sort of

    By austin3515, September 7, 2011
    • 7 replies
    • 1.1k views
    • 
    • austin3515
    • September 8, 2011

27. Plan Design

    By Guest WCHB, September 8, 2011
    • 5 replies
    • 1.3k views
    • 
    • Leopurrd
    • September 8, 2011

28. Safe Harbor Spin-Off

    By PMC, April 15, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 8, 2011

29. Minimum deferral to get a match

    By fiona1, September 7, 2011
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • September 8, 2011

30. 125 PLAN

    By Guest BCCFLEX, September 7, 2011
    • 0 replies
    • 794 views
    • 
    • Guest
    • September 7, 2011

31. 5500 for MEPs

    By 30Rock, September 2, 2011
    • 1 reply
    • 1.2k views
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    • ETA Consulting LLC
    • September 2, 2011

32. Non-Spouse Beneficiary

    By Nassau, September 2, 2011
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • September 2, 2011

33. 401(k) Non US based company

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

34. Spousal Consent

    By 30Rock, August 29, 2011
    • 5 replies
    • 2.9k views
    • 
    • masteff
    • September 2, 2011

35. Eligibility

    By Guest elang, September 1, 2011
    • 8 replies
    • 1.5k views
    • 
    • ESOP Guy
    • September 1, 2011

36. hardship withdrawal - building their own home

    By Guest erisalady, August 31, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 1, 2011

37. Do deferral refunds on a SARSEP count against 402(g) limit in a 401(k)?

    By Guest sugar daddy, August 31, 2011
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 1, 2011

38. Never ran 2008 adp testing

    By Guest Bosco108, August 31, 2011
    • 1 reply
    • 1.1k views
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    • austin3515
    • August 31, 2011

39. top paid group election with prior year testing

    By K2retire, August 30, 2011
    • 1 reply
    • 1.4k views
    • 
    • BG5150
    • August 30, 2011

40. Correction under EPCRS

    By austin3515, August 29, 2011
    • 1 reply
    • 993 views
    • 
    • DMcGovern
    • August 29, 2011

41. Fee from forfeitures, rather than by participants

    By Guest Iwonder, August 26, 2011
    • 2 replies
    • 966 views
    • 
    • Guest
    • August 29, 2011

42. 401(a)(17) limit

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

43. 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

44. Davis Bacon, Safe Harbor & Top-Heavy

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

45. Failure to Auto-Enroll Employee Correction?

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

46. Can a Recordkeeper fund a QNEC ?

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

47. Deferral election procedure

    By John Feldt ERPA CPC QPA, August 26, 2011
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • August 26, 2011

48. QSLOB

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

49. HCE catch up and IRA contributions

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

50. 414(s) Test in Relius

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