401(k) Plans

19,275 topics in this forum

1. Match formula that wants to be SH

   By AlbanyConsultant, March 23, 2011
   • 12 replies
   • 1.7k views
   • 
   • Guest
   • March 23, 2011

2. Contribution Deduction Limit for Self Employed Cross Tested

   By jkharvey, March 23, 2011
   • 0 replies
   • 901 views
   • 
   • jkharvey
   • March 23, 2011

3. 401(ik) elective deferral - contribution deadline

   By retbenser, March 22, 2011
   • 4 replies
   • 3.7k views
   • 
   • K2retire
   • March 25, 2011

4. Short Serviced Employee

   By Dennis Povloski, March 22, 2011
   • 5 replies
   • 1.5k views
   • 
   • Dennis Povloski
   • March 23, 2011

5. Fiscal Year Catch-Up

   By Kevin C, March 22, 2011
   • 13 replies
   • 3.2k views
   • 
   • Lou S.
   • March 30, 2011

6. Deduction Timing of Employer Contributions

   By Lou S., March 22, 2011
   • 2 replies
   • 1.1k views
   • 
   • Lou S.
   • March 22, 2011

7. plan amendments

   By Guest mmc, March 22, 2011
   • 1 reply
   • 1.1k views
   • 
   • QNPG
   • March 22, 2011

8. Prevailing Wage - HCE Exclusion

   By kevind2010, March 22, 2011
   • 0 replies
   • 1.3k views
   • 
   • kevind2010
   • March 22, 2011

9. QPSA notice requirement satisfied via SPD?

   By Guest Pennysaver, March 21, 2011
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • March 21, 2011

10. reimbursement of investment management fees incurred by participants in the 401(k)/Profit Sharing Plan

    By Guest shark, March 21, 2011
    • 1 reply
    • 6.5k views
    • 
    • K2retire
    • March 21, 2011

11. Catch up on match?

    By Guest Key Lime Pie, March 20, 2011
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 21, 2011

12. Prohibited Transaction

    By 30Rock, March 18, 2011
    • 0 replies
    • 1.1k views
    • 
    • 30Rock
    • March 18, 2011

13. Anyone know EBSA/DOL's preferred document format?

    By ERISAatty, March 18, 2011
    • 2 replies
    • 962 views
    • 
    • ERISAatty
    • March 22, 2011

14. Can RMD from IRA be avoided by rolling into 401(k)?

    By Guest Pennysaver, March 17, 2011
    • 15 replies
    • 12.3k views
    • 
    • Kevin C
    • January 18, 2016

15. Solo 401(k) / 415 limit / Catch-up

    By Guest JPIngold, March 17, 2011
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • March 21, 2011

16. Multiple Match formulas

    By dmb, March 17, 2011
    • 8 replies
    • 3k views
    • 
    • Bill Presson
    • March 18, 2011

17. Suspend safe harbor 3%

    By rlb64, March 17, 2011
    • 0 replies
    • 1.1k views
    • 
    • rlb64
    • March 17, 2011

18. Prevailing Wage in a 401(k) Plan

    By mgcpension, March 17, 2011
    • 1 reply
    • 1.3k views
    • 
    • Below Ground
    • March 17, 2011

19. Key and HCE status

    By Earl, March 17, 2011
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2011

20. true up vs. matching too much

    By K2retire, March 16, 2011
    • 2 replies
    • 1.3k views
    • 
    • 401king
    • March 17, 2011

21. Prevailing Wage Davis Bacon

    By 30Rock, March 16, 2011
    • 5 replies
    • 17.9k views
    • 
    • 30Rock
    • March 18, 2011

22. Removing Safe Harbor 3% in 2011

    By cpc0506, March 16, 2011
    • 5 replies
    • 1.4k views
    • 
    • QDROphile
    • March 17, 2011

23. when is the money "deposited"

    By K2retire, March 15, 2011
    • 2 replies
    • 942 views
    • 
    • Belgarath
    • March 16, 2011

24. OK for 415?

    By austin3515, March 15, 2011
    • 3 replies
    • 961 views
    • 
    • PensionPro
    • March 15, 2011

25. Correction of Direct Distribution with no distributable event

    By 401king, March 15, 2011
    • 0 replies
    • 1.3k views
    • 
    • 401king
    • March 15, 2011

26. Failure to suspend deferrals after hardship

    By Guest Rebel TPA, March 14, 2011
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 15, 2011

27. timing of sole proprietor 401k deposits

    By Guest EPS2, March 14, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 15, 2011

28. ADP refunds

    By Guest Joanne Davey, March 14, 2011
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 15, 2011

29. 401(k) Match Options

    By oriecat, March 14, 2011
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • March 14, 2011

30. Broker's Relationship

    By Guest MS TPA, March 14, 2011
    • 5 replies
    • 1.3k views
    • 
    • 12AX7
    • March 15, 2011

31. Required Minimum Distribution

    By Guest KRS401k, March 14, 2011
    • 2 replies
    • 840 views
    • 
    • Guest
    • March 14, 2011

32. Impermissible Distribution

    By oldman, March 14, 2011
    • 4 replies
    • 2.6k views
    • 
    • K2retire
    • March 15, 2011

33. In-Service to Offset Loan

    By austin3515, March 12, 2011
    • 6 replies
    • 2.1k views
    • 
    • 12AX7
    • March 14, 2011

34. Roth contributions without amendment

    By kevind2010, March 11, 2011
    • 0 replies
    • 828 views
    • 
    • kevind2010
    • March 11, 2011

35. non discrimination testing

    By Gary, March 11, 2011
    • 0 replies
    • 852 views
    • 
    • Gary
    • March 11, 2011

36. Plan termination and IRS 5310 filing

    By 30Rock, March 10, 2011
    • 3 replies
    • 1.6k views
    • 
    • 30Rock
    • March 11, 2011

37. Audit for Terminated 401(k) Plan?

    By Guest LCarter3, March 10, 2011
    • 11 replies
    • 7k views
    • 
    • Guest
    • March 14, 2011

38. Safe Harbor in Top Heavy Plan

    By ombskid, March 10, 2011
    • 6 replies
    • 2.6k views
    • 
    • BG5150
    • March 10, 2011

39. Spreadsheet Formula for Excess Life Calculation

    By Susan S., March 10, 2011
    • 0 replies
    • 1.2k views
    • 
    • Susan S.
    • March 10, 2011

40. OK, why can't you do this?

    By RayJJohnsonJr, March 10, 2011
    • 6 replies
    • 1.3k views
    • 
    • RayJJohnsonJr
    • March 10, 2011

41. Loan MINIMUM

    By Guest dhall, March 10, 2011
    • 2 replies
    • 1.1k views
    • 
    • BG5150
    • March 10, 2011

42. Prior Year Testing

    By Guest mmc, March 10, 2011
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • March 10, 2011

43. ERISA 3(21)(A)(ii) Fiduciary Participant Advice

    By Guest RJ20, March 10, 2011
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • March 10, 2011

44. ADP Test

    By pixmax, March 10, 2011
    • 2 replies
    • 1.1k views
    • 
    • Sully
    • March 10, 2011

45. Excess Safe Harbor Match

    By GrammieMame, March 9, 2011
    • 3 replies
    • 4.1k views
    • 
    • 12AX7
    • March 9, 2011

46. deminimus excess contributions

    By Guest mmc, March 9, 2011
    • 0 replies
    • 929 views
    • 
    • Guest
    • March 9, 2011

47. Amend Compensation Definition for (k)

    By 12AX7, March 9, 2011
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • March 12, 2011

48. ADP failure/statutory exclusions

    By pmacduff, March 9, 2011
    • 1 reply
    • 911 views
    • 
    • Lou S.
    • March 9, 2011

49. Match Annual True up to what level?

    By Jim Chad, March 9, 2011
    • 5 replies
    • 1.2k views
    • 
    • QDROphile
    • March 9, 2011

50. Forfeitures to pay plan expenses

    By BG5150, March 9, 2011
    • 17 replies
    • 5.9k views
    • 
    • austin3515
    • November 5, 2013