401(k) Plans

19,320 topics in this forum

1. Rural Cooperatives

   By oldman, June 4, 2013
   • 3 replies
   • 1.9k views
   • 
   • PensionPro
   • June 5, 2013

2. Different Match Formulas

   By Logan401, June 4, 2013
   • 2 replies
   • 1.3k views
   • 
   • Logan401
   • June 4, 2013

3. Amendment Checklist

   By austin3515, June 3, 2013
   • 1 reply
   • 994 views
   • 
   • Jim Chad
   • June 4, 2013

4. Insurance Contracts / Trust Exemption

   By austin3515, April 26, 2013
   • 6 replies
   • 1.3k views
   • 
   • austin3515
   • June 3, 2013

5. Rollover/Transfer of 401K Funds

   By Guest John P., May 29, 2013   

   • 401K rollovers
   • direct 401k transfers
   • (and 1 more)

     Tagged with:

     • 401K rollovers
     • direct 401k transfers
     • IRS rollover documentation
   • 7 replies
   • 4.9k views
   • 
   • Appleby
   • June 3, 2013

6. Commercial Real Estate question

   By SteveH, May 31, 2013
   • 1 reply
   • 1.1k views
   • 
   • QDROphile
   • May 31, 2013

7. 401(k) and ESOP

   By AJ North, May 29, 2013
   • 2 replies
   • 1.1k views
   • 
   • AJ North
   • May 30, 2013

8. LLC (taxed as Partnership) and 401(k) Deferral

   By retbenser, May 30, 2013
   • 2 replies
   • 1.6k views
   • 
   • 12AX7
   • May 30, 2013

9. USERRA

   By Nassau, May 29, 2013   

   • Profit Sharing Contributions
   • 2 replies
   • 1.2k views
   • 
   • QDROphile
   • May 29, 2013

10. IRS Targeting of 5300 Filings?

    By Blackbirch, May 29, 2013   

    • Determination Letter 5300 IRS
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 29, 2013

11. Deferral & SH Match on comp. over $255k

    By Guest Achilles, May 28, 2013
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • May 29, 2013

12. Fund Change Notices and other heahaches

    By 52626, May 24, 2013
    • 1 reply
    • 2.2k views
    • 
    • Bill Presson
    • May 26, 2013

13. Participant Loan Corrections - EPCRS

    By austin3515, May 24, 2013
    • 5 replies
    • 2.3k views
    • 
    • masteff
    • May 24, 2013

14. Plan Eligibility

    By Nassau, May 22, 2013
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • May 23, 2013

15. Eligibility

    By cdavis25, May 17, 2013
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 22, 2013

16. Start Up - C Corp.

    By Guest RJM26, May 21, 2013
    • 2 replies
    • 903 views
    • 
    • Guest
    • May 22, 2013

17. Plan Eligibility

    By Nassau, May 22, 2013
    • 2 replies
    • 959 views
    • 
    • Tom Poje
    • May 22, 2013

18. Lost Earnings & VFCP

    By sam2012, May 22, 2013   

    • Lost Earnings
    • VFCP
    • (and 3 more)

      Tagged with:

      • Lost Earnings
      • VFCP
      • 5500
      • 5330
      • DOL
    • 0 replies
    • 2.6k views
    • 
    • sam2012
    • May 22, 2013

19. ACP Correction

    By Guest Donell, May 20, 2013   

    • ADP/ACP Corrections
    • 4 replies
    • 1.5k views
    • 
    • BG5150
    • May 21, 2013

20. gap earnings

    By Chippy, May 20, 2013
    • 5 replies
    • 1.8k views
    • 
    • BG5150
    • May 20, 2013

21. I have money purchase plan,SEP IRA Can I open a 401K?

    By caryn22359, May 20, 2013
    • 6 replies
    • 2.1k views
    • 
    • ESOP Guy
    • May 20, 2013

22. safe harbor excluded groups

    By WCC, May 20, 2013   

    • first year not an HCE
    • 3 replies
    • 1.5k views
    • 
    • WCC
    • May 20, 2013

23. hardship for medical expenses

    By 52626, May 17, 2013
    • 3 replies
    • 1.2k views
    • 
    • QDROphile
    • May 17, 2013

24. 2 unrelated questions

    By CJS07, May 16, 2013   

    • Loan Receivables and 5 yr bre
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • May 17, 2013

25. SH Match, Top Heavy, Integrated PS

    By ogilviesann, May 15, 2013
    • 7 replies
    • 1.6k views
    • 
    • BG5150
    • May 17, 2013

26. 8955 SSA may be entitled to a benefit

    By WCC, May 16, 2013   

    • who has to prove it?
    • 5 replies
    • 1.3k views
    • 
    • WCC
    • May 16, 2013

27. Standard Late Deposit of Salary Deferrals Question

    By rblum50, May 15, 2013
    • 7 replies
    • 5.3k views
    • 
    • MoShawn
    • May 16, 2013

28. definition of comp for safe harbor match

    By cpc0506, March 27, 2013
    • 5 replies
    • 2.1k views
    • 
    • K2retire
    • May 16, 2013

29. Safe Harbor Nonelective Plan

    By 12AX7, July 11, 2012
    • 6 replies
    • 2.9k views
    • 
    • LANDO
    • May 15, 2013

30. 414s Testing

    By justatester, January 31, 2013
    • 14 replies
    • 5.4k views
    • 
    • Tom Poje
    • May 15, 2013

31. US & Puerto Rico plans

    By Guest ppapdx, May 15, 2013
    • 0 replies
    • 774 views
    • 
    • Guest
    • May 15, 2013

32. Age 62 / Hardship Distribution / Safe Harbor Money

    By austin3515, May 14, 2013
    • 4 replies
    • 1.1k views
    • 
    • BG5150
    • May 14, 2013

33. Related or unrelated rollover

    By cpc0506, May 7, 2013
    • 14 replies
    • 5.4k views
    • 
    • Bill Presson
    • May 14, 2013

34. Original 401k adoption agreement from 2001 signed but not dated

    By Guest usafa89, April 19, 2013   

    • IRS audit cap
    • 7 replies
    • 3k views
    • 
    • Guest
    • May 13, 2013

35. Controlled Group - 1st year after transition period

    By JBones, May 13, 2013
    • 0 replies
    • 1.3k views
    • 
    • JBones
    • May 13, 2013

36. 402(g) violation and related match contribution

    By buckaroo, January 24, 2012
    • 2 replies
    • 3.7k views
    • 
    • PLAN MAN
    • May 10, 2013

37. Safe Harbor Match with dollar certain contribution

    By legort69, April 19, 2013   

    • safe harbor dollar certain
    • 12 replies
    • 2.3k views
    • 
    • GMK
    • May 10, 2013

38. BRF testing when a Merger Happens

    By justatester, May 9, 2013
    • 0 replies
    • 1k views
    • 
    • justatester
    • May 9, 2013

39. Roth Safe Harbor Plan

    By RLTGroup, May 6, 2013   

    • Roth
    • Safe Harbor
    • (and 1 more)

      Tagged with:

      • Roth
      • Safe Harbor
      • Post Tax
    • 6 replies
    • 2.2k views
    • 
    • RLTGroup
    • May 8, 2013

40. Minimum Deferral Percentage

    By justatester, May 6, 2013
    • 6 replies
    • 1.8k views
    • 
    • Doghouse
    • May 7, 2013

41. Self Directed Account

    By PFranckowiak, May 7, 2013
    • 5 replies
    • 1.3k views
    • 
    • PFranckowiak
    • May 7, 2013

42. Safe Harbor Plan and Controlled Group

    By cpc0506, May 7, 2013
    • 0 replies
    • 1.1k views
    • 
    • cpc0506
    • May 7, 2013

43. ACA Notification

    By Guest Hgreer, May 6, 2013   

    • Automatic
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 6, 2013

44. top heavy testing on a first year plan

    By Guest Susan M., May 3, 2013
    • 2 replies
    • 2.5k views
    • 
    • Tom Poje
    • May 6, 2013

45. Plan operation

    By Guest flpensionguy, May 1, 2013
    • 2 replies
    • 1k views
    • 
    • david rigby
    • May 2, 2013

46. Investment Advice for Free 55 and older - discriminatory?

    By Benefits to all, April 30, 2013
    • 5 replies
    • 1.2k views
    • 
    • Belgarath
    • May 1, 2013

47. Allocation Conditions in SH 401(k) Plan

    By MarZDoates, April 30, 2013
    • 4 replies
    • 2.3k views
    • 
    • MarZDoates
    • May 1, 2013

48. Missed RMDs for numerous years

    By cpc0506, November 5, 2012
    • 6 replies
    • 1.9k views
    • 
    • jpod
    • April 26, 2013

49. EPCRS correction

    By Guest JPIngold, April 25, 2013
    • 2 replies
    • 1k views
    • 
    • Guest
    • April 26, 2013

50. IRS Reg for Lump Sum Eligibility Relating to Div Pass Through

    By Guest simma7, April 25, 2013   

    • 401k
    • Dividends
    • (and 2 more)

      Tagged with:

      • 401k
      • Dividends
      • NUA
      • LUMP SUM
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 25, 2013