401(k) Plans

19,490 topics in this forum

1. eligibility and rehires

   By Guest MKELLY9522, May 25, 2011
   • 2 replies
   • 1.3k views
   • 
   • K2retire
   • May 26, 2011

2. Executrix of the estate

   By Nassau, May 25, 2011
   • 3 replies
   • 1.1k views
   • 
   • Bird
   • May 25, 2011

3. amendment to a SH plan

   By Guest plan admin questions, May 24, 2011
   • 3 replies
   • 1.8k views
   • 
   • Kevin C
   • May 24, 2011

4. SH that Excludes HCE's and Discretionary Match

   By austin3515, May 23, 2011
   • 15 replies
   • 3.3k views
   • 
   • Tom Poje
   • May 24, 2011

5. Maximum PS Contribution under Two Plans

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

6. Black Out

   By PFranckowiak, May 20, 2011
   • 3 replies
   • 1.3k views
   • 
   • Bill Presson
   • May 23, 2011

7. not safe harbor automatic deferral

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

8. Roth Simple 401(k)

   By Gary Lesser, May 20, 2011
   • 3 replies
   • 1.8k views
   • 
   • masteff
   • May 21, 2011

9. Executor of the estate

   By Nassau, May 20, 2011
   • 1 reply
   • 1.7k views
   • 
   • QDROphile
   • May 20, 2011

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

    By ERISAatty, May 19, 2011
    • 3 replies
    • 1.8k views
    • 
    • QDROphile
    • May 20, 2011

11. Have a profit sharing plan question

    By Guest DonnaF, May 17, 2011
    • 10 replies
    • 3.5k views
    • 
    • Tom Poje
    • May 19, 2011

12. Plan distribution after deemed distribution of defaulted loan

    By 7806akp, May 18, 2011
    • 4 replies
    • 4.7k views
    • 
    • 7806akp
    • May 18, 2011

13. Safe harbor formula

    By QNPG, May 18, 2011
    • 2 replies
    • 1.4k views
    • 
    • QNPG
    • May 18, 2011

14. Takeover Plan

    By 415 Limit, May 17, 2011
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • May 18, 2011

15. Installments and Rehires

    By Guest Mel Kiper Jr., May 16, 2011
    • 3 replies
    • 2.6k views
    • 
    • masteff
    • May 17, 2011

16. Maximum Loan Amount

    By emmetttrudy, April 1, 2011
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • May 17, 2011

17. QACA Safe Harbor Match & Testing

    By justatester, May 16, 2011
    • 2 replies
    • 2.5k views
    • 
    • justatester
    • May 16, 2011

18. Fiduciary Responsibility

    By pixmax, April 27, 2011
    • 2 replies
    • 1.2k views
    • 
    • TPApril
    • May 16, 2011

19. Participant Statements

    By Nassau, May 16, 2011
    • 0 replies
    • 1.2k views
    • 
    • Nassau
    • May 16, 2011

20. Participant Statements

    By Nassau, May 16, 2011
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • May 16, 2011

21. QACA Safe Harbor Match

    By Effen, May 13, 2011
    • 2 replies
    • 2.8k views
    • 
    • Effen
    • May 14, 2011

22. Salary Deferral never Deposited

    By rblum50, May 13, 2011
    • 0 replies
    • 1.2k views
    • 
    • rblum50
    • May 13, 2011

23. Negative Earnings

    By Guest psu83, May 11, 2011
    • 11 replies
    • 2.6k views
    • 
    • Tom Poje
    • May 13, 2011

24. Death of Solo K Owner

    By Zoey, May 12, 2011
    • 3 replies
    • 1.4k views
    • 
    • Zoey
    • May 12, 2011

25. Is testing necessary if plan satisfies QACA?

    By taxllm, May 12, 2011
    • 3 replies
    • 1.1k views
    • 
    • QDROphile
    • May 12, 2011

26. In-Plan Roth Conversions

    By Guest Tom:, May 11, 2011
    • 8 replies
    • 2.8k views
    • 
    • masteff
    • May 12, 2011

27. employee elects NOT to participate

    By cpc0506, May 12, 2011
    • 3 replies
    • 1.4k views
    • 
    • masteff
    • May 12, 2011

28. Employee Deferrals

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

29. Fiscal Year Catch Up

    By RobN, May 11, 2011
    • 4 replies
    • 1.1k views
    • 
    • Kevin C
    • May 11, 2011

30. SH 401k & Coverage

    By Guest Pete Joachim, May 11, 2011
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • May 11, 2011

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

    By Guest bariww, May 11, 2011
    • 2 replies
    • 1.7k views
    • 
    • jpod
    • May 11, 2011

32. QDRO where both are participants...

    By austin3515, May 9, 2011
    • 8 replies
    • 1.6k views
    • 
    • david rigby
    • May 10, 2011

33. Plan terminating mid year

    By 30Rock, May 10, 2011
    • 2 replies
    • 1.4k views
    • 
    • 30Rock
    • May 10, 2011

34. 401K Plan for Nanny?

    By ERISA13, May 9, 2011
    • 5 replies
    • 3.8k views
    • 
    • Guest
    • May 10, 2011

35. Trust needs to be notarized?

    By Dennis Povloski, May 5, 2011
    • 5 replies
    • 2.2k views
    • 
    • Bill Presson
    • May 9, 2011

36. Enhanced Discretionary Safe harbor Match

    By SheilaD, May 5, 2011
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • May 6, 2011

37. Compensation and Deferral Election

    By Dazednconfused, May 5, 2011
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • May 5, 2011

38. Plan Loans - In-service withdrawal

    By Nassau, May 4, 2011
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • May 5, 2011

39. SARSEP TO 401K SH FOUL UP...HELP!

    By Guest tomhard, May 5, 2011
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 5, 2011

40. Severance paid day before last day

    By austin3515, May 4, 2011
    • 14 replies
    • 4.6k views
    • 
    • PensionPro
    • May 4, 2011

41. Return of Deferrals to ineligible participant

    By Guest Theresa Irvin, May 4, 2011
    • 4 replies
    • 3.3k views
    • 
    • QNPG
    • May 4, 2011

42. Want to make ineligible a department tha is now eligilbe

    By Jim Chad, April 29, 2011
    • 13 replies
    • 1.6k views
    • 
    • 12AX7
    • May 4, 2011

43. 2010 1099-R

    By austin3515, May 4, 2011
    • 2 replies
    • 1.1k views
    • 
    • 12AX7
    • May 4, 2011

44. Sample QDRO

    By austin3515, May 4, 2011
    • 2 replies
    • 1.8k views
    • 
    • ESOP Guy
    • May 4, 2011

45. 401(k) Safe Harbor Notice and Loans

    By AJ North, May 2, 2011
    • 2 replies
    • 2.5k views
    • 
    • Tom Poje
    • May 4, 2011

46. Partner Deferrals Not Received at Financial Institution

    By Spencer, May 2, 2011
    • 2 replies
    • 1.3k views
    • 
    • Spencer
    • May 3, 2011

47. Employee excess deferrals moved to forfeiture account

    By Guest Quacka, April 28, 2011
    • 5 replies
    • 3k views
    • 
    • masteff
    • May 2, 2011

48. Excess distribution and 1099?

    By Dennis Povloski, May 2, 2011
    • 2 replies
    • 989 views
    • 
    • Dennis Povloski
    • May 2, 2011

49. Safe Harbor matching plan

    By Belgarath, May 2, 2011
    • 1 reply
    • 1k views
    • 
    • GMK
    • May 2, 2011

50. Top Heavy Contributions

    By Dazednconfused, April 30, 2011
    • 1 reply
    • 941 views
    • 
    • 12AX7
    • May 1, 2011