401(k) Plans

19,321 topics in this forum

1. Military Leave - USERRA

   By Nassau, June 3, 2011
   • 0 replies
   • 932 views
   • 
   • Nassau
   • June 3, 2011

2. Participant Confirmations

   By Nassau, June 3, 2011
   • 1 reply
   • 1.4k views
   • 
   • EPCRSGuru
   • June 7, 2011

3. Safe Harbor 401k Plan

   By Guest Dumb & Dumber, June 2, 2011
   • 6 replies
   • 1.3k views
   • 
   • 12AX7
   • June 3, 2011

4. An executive will be out of the office on an 18 month PAID leave of absence

   By katieinny, June 2, 2011
   • 2 replies
   • 1k views
   • 
   • katieinny
   • June 3, 2011

5. Controlled Group - Plans have different Plan Year Ends

   By Steve Waddo, June 2, 2011
   • 6 replies
   • 3k views
   • 
   • Trekker
   • October 8, 2014

6. Can Estate rollover to an IRA?

   By ERISA-Bubs, June 2, 2011
   • 1 reply
   • 4.3k views
   • 
   • masteff
   • June 2, 2011

7. Mid Year SH QNEC

   By AJ North, June 1, 2011
   • 3 replies
   • 1.2k views
   • 
   • AJ North
   • June 3, 2011

8. coordination of SEP and 401k plan

   By Gary, June 1, 2011
   • 5 replies
   • 2.5k views
   • 
   • austin3515
   • June 1, 2011

9. Spouse as Beneficiary

   By Nassau, June 1, 2011
   • 1 reply
   • 945 views
   • 
   • austin3515
   • June 1, 2011

10. Spousal Beneficiary

    By Nassau, June 1, 2011
    • 1 reply
    • 1k views
    • 
    • mbozek
    • June 4, 2011

11. Negative compensation

    By jkharvey, June 1, 2011
    • 0 replies
    • 1.3k views
    • 
    • jkharvey
    • June 1, 2011

12. immediate eligibility and break in service

    By Dennis Povloski, June 1, 2011
    • 0 replies
    • 1k views
    • 
    • Dennis Povloski
    • June 1, 2011

13. Roth Contributions

    By Nassau, May 31, 2011
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • June 1, 2011

14. RMD

    By Guest Jappybaby, May 27, 2011
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • May 31, 2011

15. safe harbor match cessation

    By pmacduff, May 27, 2011
    • 3 replies
    • 1.3k views
    • 
    • QNPG
    • May 27, 2011

16. Puerto Rico Participants

    By Randy Watson, May 26, 2011
    • 0 replies
    • 893 views
    • 
    • Randy Watson
    • May 26, 2011

17. controlled group, separate eligibility

    By Guest sabecker, May 26, 2011
    • 4 replies
    • 1.4k views
    • 
    • PensionPro
    • May 26, 2011

18. Mid year EACA

    By PMC, May 26, 2011
    • 1 reply
    • 1.5k views
    • 
    • QNPG
    • May 26, 2011

19. eligibility and rehires

    By Guest MKELLY9522, May 25, 2011
    • 2 replies
    • 1.2k views
    • 
    • K2retire
    • May 26, 2011

20. Notification for removing loan

    By emmetttrudy, May 25, 2011
    • 4 replies
    • 1.4k views
    • 
    • Belgarath
    • May 26, 2011

21. Executrix of the estate

    By Nassau, May 25, 2011
    • 3 replies
    • 1k views
    • 
    • Bird
    • May 25, 2011

22. amendment to a SH plan

    By Guest plan admin questions, May 24, 2011
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • May 24, 2011

23. Maximum PS Contribution under Two Plans

    By DP, May 23, 2011
    • 1 reply
    • 1.7k views
    • 
    • Lou S.
    • May 23, 2011

24. SH that Excludes HCE's and Discretionary Match

    By austin3515, May 23, 2011
    • 15 replies
    • 2.9k views
    • 
    • Tom Poje
    • May 24, 2011

25. Payroll period match and compensation limit

    By RPP2001, May 23, 2011
    • 5 replies
    • 5.7k views
    • 
    • Kevin C
    • October 2, 2015

26. not safe harbor automatic deferral

    By Jim Chad, May 22, 2011
    • 0 replies
    • 882 views
    • 
    • Jim Chad
    • May 22, 2011

27. Black Out

    By PFranckowiak, May 20, 2011
    • 3 replies
    • 1.2k views
    • 
    • Bill Presson
    • May 23, 2011

28. Change for stricter eligibility

    By Guest Peggy806, May 20, 2011
    • 18 replies
    • 6.3k views
    • 
    • BG5150
    • May 1, 2018

29. Roth Simple 401(k)

    By Gary Lesser, May 20, 2011
    • 3 replies
    • 1.5k views
    • 
    • masteff
    • May 21, 2011

30. Executor of the estate

    By Nassau, May 20, 2011
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • May 20, 2011

31. No elective deferral suspension for non-hardship in-service distribution....Right?

    By ERISAatty, May 19, 2011
    • 3 replies
    • 1.7k views
    • 
    • QDROphile
    • May 20, 2011

32. Plan distribution after deemed distribution of defaulted loan

    By 7806akp, May 18, 2011
    • 4 replies
    • 4.4k views
    • 
    • 7806akp
    • May 18, 2011

33. Safe harbor formula

    By QNPG, May 18, 2011
    • 2 replies
    • 1.2k views
    • 
    • QNPG
    • May 18, 2011

34. Have a profit sharing plan question

    By Guest DonnaF, May 17, 2011
    • 10 replies
    • 2.9k views
    • 
    • Tom Poje
    • May 19, 2011

35. Takeover Plan

    By 415 Limit, May 17, 2011
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • May 18, 2011

36. Installments and Rehires

    By Guest Mel Kiper Jr., May 16, 2011
    • 3 replies
    • 2.3k views
    • 
    • masteff
    • May 17, 2011

37. Participant Statements

    By Nassau, May 16, 2011
    • 0 replies
    • 991 views
    • 
    • Nassau
    • May 16, 2011

38. QACA Safe Harbor Match & Testing

    By justatester, May 16, 2011
    • 2 replies
    • 2.4k views
    • 
    • justatester
    • May 16, 2011

39. Participant Statements

    By Nassau, May 16, 2011
    • 1 reply
    • 992 views
    • 
    • Bird
    • May 16, 2011

40. QACA Safe Harbor Match

    By Effen, May 13, 2011
    • 2 replies
    • 2.6k views
    • 
    • Effen
    • May 14, 2011

41. Salary Deferral never Deposited

    By rblum50, May 13, 2011
    • 0 replies
    • 1k views
    • 
    • rblum50
    • May 13, 2011

42. Death of Solo K Owner

    By Zoey, May 12, 2011
    • 3 replies
    • 1.2k views
    • 
    • Zoey
    • May 12, 2011

43. Is testing necessary if plan satisfies QACA?

    By taxllm, May 12, 2011
    • 3 replies
    • 936 views
    • 
    • QDROphile
    • May 12, 2011

44. employee elects NOT to participate

    By cpc0506, May 12, 2011
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • May 12, 2011

45. Employee Deferrals

    By Guest SandraCrowley, May 11, 2011
    • 1 reply
    • 877 views
    • 
    • QDROphile
    • May 11, 2011

46. In-Plan Roth Conversions

    By Guest Tom:, May 11, 2011
    • 8 replies
    • 2.4k views
    • 
    • masteff
    • May 12, 2011

47. Fiscal Year Catch Up

    By RobN, May 11, 2011
    • 4 replies
    • 983 views
    • 
    • Kevin C
    • May 11, 2011

48. SH 401k & Coverage

    By Guest Pete Joachim, May 11, 2011
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • May 11, 2011

49. Negative Earnings

    By Guest psu83, May 11, 2011
    • 11 replies
    • 2.3k views
    • 
    • Tom Poje
    • May 13, 2011

50. EXCLUDING EMPLOYEES FROM PARTICIPATION AND/OR EMPLOYER CONTRIBUTIONS - PLEASE HELP!

    By Guest bariww, May 11, 2011
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • May 11, 2011