401(k) Plans

19,468 topics in this forum

1. ADP prior year test method - only otherwise excludable

   By legort69, November 9, 2011
   • 4 replies
   • 3.2k views
   • 
   • Kevin C
   • November 11, 2011

2. Leased Employees Change of Status

   By emmetttrudy, November 9, 2011
   • 6 replies
   • 3.4k views
   • 
   • ETA Consulting LLC
   • November 11, 2011

3. Forfeiture Timing

   By Guest Kelly44030, November 10, 2011
   • 1 reply
   • 1.5k views
   • 
   • ETA Consulting LLC
   • November 10, 2011

4. Safe Harbor ER Contribution

   By justatester, November 10, 2011
   • 1 reply
   • 1.7k views
   • 
   • 401king
   • November 10, 2011

5. Safe Harbor Match plus Discretionary Match

   By Bruddah Kimo, November 9, 2011
   • 6 replies
   • 2.3k views
   • 
   • Tom Poje
   • November 10, 2011

6. RMD and Rollovers

   By goldtpa, November 8, 2011
   • 2 replies
   • 1.3k views
   • 
   • masteff
   • November 9, 2011

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

   By SMB, November 1, 2011
   • 3 replies
   • 1.2k views
   • 
   • SMB
   • November 8, 2011

8. Outside Assets (Golf Equity Membership)

   By PainPA, November 8, 2011
   • 4 replies
   • 1.9k views
   • 
   • ESOP Guy
   • November 8, 2011

9. Allocating extra funds

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

10. QACA's and Permissible Withdraw

    By Guest frosty, July 18, 2011
    • 5 replies
    • 2.6k views
    • 
    • DMcGovern
    • November 7, 2011

11. Returning Excess Annual Additions >1 year later

    By Gadgetfreak, November 3, 2011
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • November 7, 2011

12. Reward/Performance Based Matches

    By Guest elmo27, November 4, 2011
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • November 7, 2011

13. Participant Statements

    By Mr B., November 4, 2011
    • 7 replies
    • 1.5k views
    • 
    • austin3515
    • November 7, 2011

14. Match Contributions Allocated After Plan Year End

    By 12AX7, November 4, 2011
    • 2 replies
    • 1.1k views
    • 
    • 12AX7
    • November 5, 2011

15. Suspension Letter

    By Guest newport, December 7, 2010
    • 2 replies
    • 2.6k views
    • 
    • Kevin C
    • November 3, 2011

16. 401(K) Participant Rehire

    By Guest Ohiobcat, November 3, 2011
    • 1 reply
    • 2.2k views
    • 
    • Tom Poje
    • November 3, 2011

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

    By Guest Pennysaver, October 21, 2010
    • 47 replies
    • 13.3k views
    • 
    • Kevin C
    • November 3, 2011

18. Year-End Amendments - Corbel Prototype

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

19. BRF

    By justatester, November 1, 2011
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • November 2, 2011

20. Mid year term - still safe harbor?

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

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

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

22. Hardship Withdrawals

    By Nassau, November 1, 2011
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • November 1, 2011

23. January 1 allocation date

    By 30Rock, October 28, 2011
    • 9 replies
    • 1.9k views
    • 
    • 30Rock
    • November 1, 2011

24. Changing Entry Dates

    By Monica Barnard, October 27, 2011
    • 12 replies
    • 3.4k views
    • 
    • Monica Barnard
    • October 31, 2011

25. Is it a Short Plan Year?

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

26. QNEC for new NHCE

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

27. 415 limit

    By PFranckowiak, October 25, 2011
    • 4 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • October 27, 2011

28. Vesting

    By CLE401kGuy, October 17, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 26, 2011

29. Automatic Enrollment

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

30. Excluded HCEs, top heavy plan

    By John Feldt ERPA CPC QPA, October 26, 2011
    • 4 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • October 26, 2011

31. When is a match not a match?

    By K2retire, October 20, 2011
    • 10 replies
    • 1.5k views
    • 
    • JanetM
    • October 24, 2011

32. Excess Loan Repayment

    By Guest Susan M., October 20, 2011
    • 6 replies
    • 2.1k views
    • 
    • Jim Chad
    • October 22, 2011

33. A Real Doozy...

    By austin3515, October 20, 2011
    • 5 replies
    • 1.6k views
    • 
    • austin3515
    • October 21, 2011

34. Hardship Withdrawals Leading to Excess Match?

    By Guest GmcyWT, October 19, 2011
    • 3 replies
    • 2k views
    • 
    • masteff
    • October 20, 2011

35. Roth 401(k) Match Calculation

    By Guest Julie, October 20, 2011
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • October 20, 2011

36. LRM's on SH's and Forfeitures

    By austin3515, October 19, 2011
    • 16 replies
    • 4.1k views
    • 
    • K2retire
    • October 20, 2011

37. Terminating 401k plan

    By Guest MikeD, October 20, 2011
    • 2 replies
    • 1.4k views
    • 
    • Jim Chad
    • October 20, 2011

38. Control Groups: adopting employer vs non-adopting

    By doombuggy, October 19, 2011
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • October 20, 2011

39. Controlled Group?

    By Guest YvonneT, October 19, 2011
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • October 19, 2011

40. DC Plan Audit

    By jala, October 17, 2011
    • 4 replies
    • 1.3k views
    • 
    • GMK
    • October 18, 2011

41. Employee wants to terminate service to avoid loan repayment

    By katie58, October 15, 2011
    • 6 replies
    • 1.8k views
    • 
    • katie58
    • October 18, 2011

42. Safe harbor 401(k)

    By Guest Salvador A Mander, October 17, 2011
    • 0 replies
    • 881 views
    • 
    • Guest
    • October 17, 2011

43. Over deferral limit for calendar year

    By doombuggy, October 17, 2011
    • 2 replies
    • 1.2k views
    • 
    • doombuggy
    • October 17, 2011

44. Hardships and Special Tax Notice

    By austin3515, October 10, 2011
    • 4 replies
    • 2.4k views
    • 
    • doombuggy
    • October 17, 2011

45. Amended 1065 - Additional PS?

    By austin3515, October 12, 2011
    • 13 replies
    • 3.3k views
    • 
    • mbozek
    • October 15, 2011

46. Prefunded PS

    By PFranckowiak, October 14, 2011
    • 3 replies
    • 1.1k views
    • 
    • Bill Presson
    • October 14, 2011

47. SIMPLE IRA Shenanagins (sp?)

    By austin3515, October 13, 2011
    • 1 reply
    • 950 views
    • 
    • ETA Consulting LLC
    • October 13, 2011

48. Carry Over Contributions

    By Guest srwatts, September 8, 2011
    • 1 reply
    • 1.4k views
    • 
    • EBDI
    • October 13, 2011

49. lost earnings

    By pmacduff, October 13, 2011
    • 3 replies
    • 1.4k views
    • 
    • pmacduff
    • October 13, 2011

50. SHNEC not contributed for Partners

    By Spencer, September 22, 2011
    • 7 replies
    • 1.5k views
    • 
    • ETA Consulting LLC
    • October 11, 2011