401(k) Plans

19,365 topics in this forum

1. Eligibility

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

2. hardship withdrawal - building their own home

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

3. 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

4. Never ran 2008 adp testing

   By Guest Bosco108, August 31, 2011
   • 1 reply
   • 1.2k views
   • 
   • austin3515
   • August 31, 2011

5. top paid group election with prior year testing

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

6. Correction under EPCRS

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

7. Fee from forfeitures, rather than by participants

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

8. 401(a)(17) limit

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

9. 401(k) Loan Rollover from one plan to next

   By Guest Tdavid, August 26, 2011
   • 5 replies
   • 2.7k views
   • 
   • austin3515
   • August 29, 2011

10. Davis Bacon, Safe Harbor & Top-Heavy

    By austin3515, August 26, 2011
    • 1 reply
    • 1.8k views
    • 
    • DMcGovern
    • August 26, 2011

11. Failure to Auto-Enroll Employee Correction?

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

12. Can a Recordkeeper fund a QNEC ?

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

13. Deferral election procedure

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

14. QSLOB

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

15. HCE catch up and IRA contributions

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

16. 414(s) Test in Relius

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

17. Compensation Ratio Test

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

18. When are SH Employer Contributions Due

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

19. EE Options & Controlled Group

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

20. Safe Harbor 401(k)

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

21. Correction for missed ER match

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

22. Quick, Cheap Way to Find Lost Participants

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

23. 401a, why add a K feature

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

24. Error on Match Calc

    By Spencer, August 18, 2011
    • 4 replies
    • 1.3k views
    • 
    • Spencer
    • August 23, 2011

25. Employer Eligibility Failure

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

26. IRS Audit

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

27. Undocumented Immigrant

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

28. Mortgage Loan Originator's Compensation

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

29. Franchises

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

30. beneficiary designation

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

31. Participant Fee Disclosures

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

32. Fund Mapping

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

33. Cure period waiver

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

34. 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

35. Allocation conditions for part time employees

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

36. Fund Mapping

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

37. Vesting and BRF

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

38. Assignment of Income Problem

    By Guest dkl2214, August 15, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 15, 2011

39. 414(s) compensation and taxable dependent care benefits

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

40. Safe Harbor Status for Terminating Plan

    By Guest phy401k, August 11, 2011
    • 3 replies
    • 2k views
    • 
    • austin3515
    • August 11, 2011

41. use of QMAC and QNEC

    By Gary, August 5, 2011
    • 4 replies
    • 7.5k views
    • 
    • fiona1
    • August 11, 2011

42. Hardship Distribution - repayment of loan

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

43. Life Insurance within a 401(k) Plan

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

44. Transfer of ees who change status

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

45. 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

46. Removing Safe Harbor Provisions

    By justatester, August 8, 2011
    • 3 replies
    • 2.6k views
    • 
    • Tom Poje
    • August 9, 2011

47. Amend Use of Forfeiture

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

48. Catch up contributions in off-calendar year plan

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

49. Roth Contribution/402(g) limit

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

50. Multiple Profit Sharing Contributions

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