401(k) Plans

19,275 topics in this forum

1. Life Insurance Plans in 401(k)

   By 401(k) DUDE, March 28, 2017
   • 1 reply
   • 395 views
   • 
   • Belgarath
   • March 29, 2017

2. Excluding Interns as a Class from 401(k) Plan Participation

   By coleboy, March 28, 2017
   • 10 replies
   • 9k views
   • 
   • jpod
   • April 4, 2017

3. SEP IRA In SAme Year as 401k

   By austin3515, March 28, 2017
   • 7 replies
   • 1k views
   • 
   • austin3515
   • March 28, 2017

4. 401k vesting lost when transferring abroad

   By George, March 27, 2017
   • 2 replies
   • 618 views
   • 
   • MoJo
   • March 28, 2017

5. Successor plan rule

   By R.G., March 27, 2017
   • 21 replies
   • 6.7k views
   • 
   • MoJo
   • March 28, 2017

6. Empower/KGPF Lawsuit

   By austin3515, March 24, 2017
   • 12 replies
   • 10.1k views
   • 
   • RatherBeGolfing
   • March 27, 2017

7. Term of Service Waiver

   By whistlingvivaldi, March 23, 2017   

   • 401k
   • 3 replies
   • 405 views
   • 
   • Bill Presson
   • March 24, 2017

8. Earned Income Calculation

   By austin3515, March 23, 2017
   • 1 reply
   • 382 views
   • 
   • Bird
   • March 24, 2017

9. Earned Income Calculation

   By austin3515, March 23, 2017
   • 1 reply
   • 515 views
   • 
   • Belgarath
   • March 23, 2017

10. State FMLA and Break In Service

    By goldtpa, March 22, 2017
    • 1 reply
    • 599 views
    • 
    • Peter Gulia
    • March 24, 2017

11. Remove Auto Enroll

    By CJS07, March 22, 2017   

    • timing?
    • 2 replies
    • 2.3k views
    • 
    • TPAJake
    • March 23, 2017

12. ERISA Pre-emption where participant murders spouse

    By TamB, March 21, 2017   

    • erisa
    • murder
    • (and 1 more)

      Tagged with:

      • erisa
      • murder
      • non-participant
    • 11 replies
    • 2.8k views
    • 
    • david rigby
    • March 1, 2019

13. Discretionary Match

    By Nuts, March 21, 2017   

    • discretionary match
    • amendment after year end
    • (and 1 more)

      Tagged with:

      • discretionary match
      • amendment after year end
      • top heavy
    • 4 replies
    • 1.2k views
    • 
    • Nuts
    • April 4, 2017

14. EPCRS Correction / Loan Default

    By austin3515, March 21, 2017
    • 15 replies
    • 2.4k views
    • 
    • Tom Poje
    • March 23, 2017

15. New Comparability, NOT top heavy, No safe harbor

    By Pension Panda, March 21, 2017
    • 12 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 21, 2017

16. Must an individual-designed-plan be restated if compliant?

    By kmhaab, March 17, 2017   

    • restatement
    • nonamender failure
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • March 23, 2017

17. ADP/ACP, Ratio Percentage

    By fiona1, March 17, 2017
    • 1 reply
    • 548 views
    • 
    • BG5150
    • March 17, 2017

18. Hardship Withdrawal vs. Loan for First Time Home buyers

    By Pammie57, March 17, 2017
    • 1 reply
    • 583 views
    • 
    • Belgarath
    • March 17, 2017

19. New Safe Harbor 401K & Terminated Employees

    By JToenes, March 17, 2017   

    • safe harbor
    • terminated employee
    • (and 4 more)

      Tagged with:

      • safe harbor
      • terminated employee
      • terminated employees
      • 401(k)
      • 401
      • new
    • 3 replies
    • 2k views
    • 
    • Mr Bagwell
    • March 20, 2017

20. Match refunded or forfeited in this case

    By BG5150, March 16, 2017
    • 4 replies
    • 513 views
    • 
    • Tom Poje
    • March 16, 2017

21. Hardships / Self-Certification

    By austin3515, March 15, 2017
    • 10 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • March 16, 2017

22. Safe Harbor Nonelective with exclusions

    By AKPension, March 15, 2017
    • 5 replies
    • 494 views
    • 
    • ETA Consulting LLC
    • March 15, 2017

23. Gift cards - how to include in comp & treat for 401k

    By TPApril, March 15, 2017
    • 10 replies
    • 6.2k views
    • 
    • RatherBeGolfing
    • March 16, 2017

24. Plan doesn't allow Roth, but Participants made Roth Deferrals

    By Danny CPA, March 14, 2017
    • 11 replies
    • 2k views
    • 
    • duckthing
    • October 4, 2023

25. Cross tested Calc

    By Pammie57, March 14, 2017
    • 4 replies
    • 547 views
    • 
    • CuseFan
    • March 14, 2017

26. Cash in lue of fringe benefit counted as comp?

    By Jim Chad, March 13, 2017
    • 2 replies
    • 819 views
    • 
    • Mike Preston
    • March 13, 2017

27. How bad does this mid-year SHM change feel?

    By AlbanyConsultant, March 13, 2017
    • 6 replies
    • 1.2k views
    • 
    • Kevin C
    • March 14, 2017

28. Affiliated employer wants to start own plan

    By Santo Gold, March 13, 2017
    • 0 replies
    • 399 views
    • 
    • Santo Gold
    • March 13, 2017

29. Safe Harbor Nonelective & HCE exclusion

    By AdKu, March 13, 2017
    • 2 replies
    • 562 views
    • 
    • Bird
    • March 14, 2017

30. Short Plan Year - New Plan

    By Pammie57, March 13, 2017
    • 3 replies
    • 2k views
    • 
    • Tom Poje
    • March 13, 2017

31. Mid-Year Open MEP Conversion - 5500 Filings

    By The 402"(G)", March 10, 2017   

    • 5500
    • mep
    • (and 4 more)

      Tagged with:

      • 5500
      • mep
      • multiple
      • employer
      • plan
      • multiple employer plan
    • 2 replies
    • 895 views
    • 
    • The 402"(G)"
    • March 14, 2017

32. Disadvantage of ADP Refunds

    By austin3515, March 10, 2017
    • 10 replies
    • 803 views
    • 
    • austin3515
    • March 10, 2017

33. 415 confusion - non calendar year

    By WCC, March 9, 2017
    • 5 replies
    • 1.2k views
    • 
    • WCC
    • March 9, 2017

34. Missed Safe Harbor and ADP testing

    By BG5150, March 9, 2017
    • 8 replies
    • 1.7k views
    • 
    • RatherBeGolfing
    • March 10, 2017

35. Schedule C Income- 2 Separate Businesses

    By steverenner, March 9, 2017   

    • sole proprietor
    • 5 replies
    • 1.3k views
    • 
    • Kevin C
    • March 10, 2017

36. Electronic Distribution of Fund Change Notice

    By 52626, March 8, 2017
    • 1 reply
    • 542 views
    • 
    • RatherBeGolfing
    • March 8, 2017

37. CONTROLLED GROUP/ADP TESTING

    By Chippy, March 8, 2017
    • 6 replies
    • 523 views
    • 
    • Tom Poje
    • March 8, 2017

38. HCE violated 402(g)... effect on profit sharing?

    By AlbanyConsultant, March 7, 2017
    • 2 replies
    • 486 views
    • 
    • AlbanyConsultant
    • March 8, 2017

39. RMD Rules

    By austin3515, March 7, 2017
    • 11 replies
    • 1.7k views
    • 
    • austin3515
    • March 9, 2017

40. ADP failure refund for takeover plan

    By leighl, March 7, 2017
    • 5 replies
    • 786 views
    • 
    • ESOP Guy
    • March 7, 2017

41. New Plan Termination

    By coleboy, March 6, 2017
    • 4 replies
    • 591 views
    • 
    • Lou S.
    • March 6, 2017

42. Failed coverage, no fail-safe

    By BG5150, March 3, 2017
    • 3 replies
    • 702 views
    • 
    • Tom Poje
    • March 6, 2017

43. QLAC

    By cathyw, March 3, 2017
    • 0 replies
    • 396 views
    • 
    • cathyw
    • March 3, 2017

44. Different 401k for groups of employees

    By bort, March 3, 2017
    • 3 replies
    • 1.4k views
    • 
    • CuseFan
    • March 3, 2017

45. EPCRS Retro Amendment for HCE

    By austin3515, March 2, 2017
    • 7 replies
    • 1.1k views
    • 
    • CuseFan
    • March 3, 2017

46. Catch Up Contributions When Compensation Is Low

    By mming, March 2, 2017
    • 4 replies
    • 577 views
    • 
    • CuseFan
    • March 3, 2017

47. Failed ADP test -QNEC & TH contribution relationship

    By Pammie57, March 2, 2017
    • 4 replies
    • 2.8k views
    • 
    • Pammie57
    • March 3, 2017

48. Catch-up and payroll companies

    By K2retire, March 2, 2017
    • 5 replies
    • 972 views
    • 
    • K2retire
    • March 3, 2017

49. Deferral in Error

    By PFranckowiak, March 2, 2017
    • 2 replies
    • 425 views
    • 
    • BG5150
    • March 3, 2017

50. Can you correct 401k loan defaulted by "mistake"?

    By kmhaab, March 1, 2017   

    • vcp
    • loan correction
    • (and 1 more)

      Tagged with:

      • vcp
      • loan correction
      • 401(k)
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • March 2, 2017