401(k) Plans

19,321 topics in this forum

1. Fiscal Year Catch-Up

   By Kevin C, March 22, 2011
   • 13 replies
   • 3.3k views
   • 
   • Lou S.
   • March 30, 2011

2. Deduction Timing of Employer Contributions

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

3. plan amendments

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

4. Prevailing Wage - HCE Exclusion

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

5. QPSA notice requirement satisfied via SPD?

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

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

   By Guest shark, March 21, 2011
   • 1 reply
   • 6.6k views
   • 
   • K2retire
   • March 21, 2011

7. Catch up on match?

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

8. Prohibited Transaction

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

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

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

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

    By Guest Pennysaver, March 17, 2011
    • 15 replies
    • 12.4k views
    • 
    • Kevin C
    • January 18, 2016

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

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

12. Multiple Match formulas

    By dmb, March 17, 2011
    • 8 replies
    • 3.1k views
    • 
    • Bill Presson
    • March 18, 2011

13. Suspend safe harbor 3%

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

14. Prevailing Wage in a 401(k) Plan

    By mgcpension, March 17, 2011
    • 1 reply
    • 1.4k views
    • 
    • Below Ground
    • March 17, 2011

15. Key and HCE status

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

16. true up vs. matching too much

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

17. Prevailing Wage Davis Bacon

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

18. Removing Safe Harbor 3% in 2011

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

19. when is the money "deposited"

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

20. OK for 415?

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

21. Correction of Direct Distribution with no distributable event

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

22. Failure to suspend deferrals after hardship

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

23. timing of sole proprietor 401k deposits

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

24. ADP refunds

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

25. 401(k) Match Options

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

26. Broker's Relationship

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

27. Required Minimum Distribution

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

28. Impermissible Distribution

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

29. In-Service to Offset Loan

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

30. Roth contributions without amendment

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

31. non discrimination testing

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

32. Plan termination and IRS 5310 filing

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

33. Audit for Terminated 401(k) Plan?

    By Guest LCarter3, March 10, 2011
    • 11 replies
    • 7.1k views
    • 
    • Guest
    • March 14, 2011

34. Safe Harbor in Top Heavy Plan

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

35. Spreadsheet Formula for Excess Life Calculation

    By Susan S., March 10, 2011
    • 0 replies
    • 1.3k views
    • 
    • Susan S.
    • March 10, 2011

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

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

37. Loan MINIMUM

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

38. Prior Year Testing

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

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

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

40. ADP Test

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

41. Excess Safe Harbor Match

    By GrammieMame, March 9, 2011
    • 3 replies
    • 4.2k views
    • 
    • 12AX7
    • March 9, 2011

42. deminimus excess contributions

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

43. Amend Compensation Definition for (k)

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

44. ADP failure/statutory exclusions

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

45. Match Annual True up to what level?

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

46. Forfeitures to pay plan expenses

    By BG5150, March 9, 2011
    • 17 replies
    • 6k views
    • 
    • austin3515
    • November 5, 2013

47. Top Heavy/Key/Deferral question

    By Cathy from Chicago, March 9, 2011
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • March 19, 2012

48. plan termination

    By Guest mmc, March 9, 2011
    • 2 replies
    • 1.1k views
    • 
    • ESOP Guy
    • March 9, 2011

49. 401k Plan Term / Eligiblity for Rollover

    By austin3515, March 8, 2011
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • March 10, 2011

50. Testing Results letter to Client

    By Alex Daisy, March 8, 2011
    • 0 replies
    • 841 views
    • 
    • Alex Daisy
    • March 8, 2011