401(k) Plans

19,534 topics in this forum

1. top heavy allocation

   By Gary, April 4, 2011
   • 5 replies
   • 2.4k views
   • 
   • GMK
   • April 4, 2011

2. General Test

   By justatester, March 29, 2011
   • 4 replies
   • 1.9k views
   • 
   • justatester
   • April 4, 2011

3. Does a CBA supersede ERISA

   By Rai401k, April 1, 2011
   • 4 replies
   • 2.5k views
   • 
   • QDROphile
   • April 1, 2011

4. Severance From Employment in a Union Plan

   By emmetttrudy, April 1, 2011
   • 1 reply
   • 1.8k views
   • 
   • PensionPro
   • April 1, 2011

5. Distribution Fee Question

   By Guest Solbesado, April 1, 2011
   • 2 replies
   • 1.3k views
   • 
   • GMK
   • April 1, 2011

6. Rev Proc 2008-50 Appendix A QNEC calculation

   By Guest CherylWD, March 23, 2011
   • 9 replies
   • 5k views
   • 
   • ETA Consulting LLC
   • April 1, 2011

7. Limitation Year different than Plan Year

   By Guest Golden401k, April 1, 2011
   • 0 replies
   • 3k views
   • 
   • Guest
   • April 1, 2011

8. Failed ADP test

   By Guest Lil Anderson, March 31, 2011
   • 1 reply
   • 1.2k views
   • 
   • Lou S.
   • March 31, 2011

9. Safe harbor nonelective

   By Belgarath, March 25, 2011
   • 11 replies
   • 2.8k views
   • 
   • Earl
   • March 31, 2011

10. RMD

    By Nassau, March 31, 2011
    • 2 replies
    • 1.4k views
    • 
    • PensionPro
    • March 31, 2011

11. Simple IRA and 401k

    By cpc0506, March 31, 2011
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 31, 2011

12. Voluntary Deemed Loan

    By Guest NGG53, March 28, 2011
    • 9 replies
    • 2.8k views
    • 
    • masteff
    • March 31, 2011

13. Death of Participant

    By Earl, March 29, 2011
    • 9 replies
    • 2.2k views
    • 
    • Earl
    • March 31, 2011

14. Fiscal Year Catch-Up

    By Kevin C, March 22, 2011
    • 13 replies
    • 4.3k views
    • 
    • Lou S.
    • March 30, 2011

15. RMD for a 5% owner

    By Nassau, March 29, 2011
    • 1 reply
    • 1.9k views
    • 
    • ETA Consulting LLC
    • March 29, 2011

16. Paperless?

    By austin3515, March 28, 2011
    • 2 replies
    • 1.6k views
    • 
    • K2retire
    • March 29, 2011

17. Safe Harbor and Top Heavy Contributions

    By AJ North, March 25, 2011
    • 5 replies
    • 3.4k views
    • 
    • Tom Poje
    • March 29, 2011

18. 10% excise tax penalty

    By Guest lindamichals, March 28, 2011
    • 3 replies
    • 2k views
    • 
    • ETA Consulting LLC
    • March 28, 2011

19. Controlled Groups

    By Guest Erin W, March 23, 2011
    • 1 reply
    • 1.8k views
    • 
    • ETA Consulting LLC
    • March 28, 2011

20. 401(ik) elective deferral - contribution deadline

    By retbenser, March 22, 2011
    • 4 replies
    • 4.1k views
    • 
    • K2retire
    • March 25, 2011

21. document language, redux

    By Guest cbclark, March 23, 2011
    • 10 replies
    • 1.6k views
    • 
    • Guest
    • March 25, 2011

22. Does vesting credit at separated firm count?

    By Jim Chad, March 23, 2011
    • 2 replies
    • 1.3k views
    • 
    • Jim Chad
    • March 25, 2011

23. Changes in 2010 SE Calculation... Or Not?

    By austin3515, January 27, 2011
    • 12 replies
    • 2.4k views
    • 
    • 12AX7
    • March 23, 2011

24. Control groups

    By Guest money40, March 23, 2011
    • 1 reply
    • 1k views
    • 
    • Guest
    • March 23, 2011

25. Match formula that wants to be SH

    By AlbanyConsultant, March 23, 2011
    • 12 replies
    • 2.6k views
    • 
    • Guest
    • March 23, 2011

26. Short Serviced Employee

    By Dennis Povloski, March 22, 2011
    • 5 replies
    • 1.8k views
    • 
    • Dennis Povloski
    • March 23, 2011

27. Contribution Deduction Limit for Self Employed Cross Tested

    By jkharvey, March 23, 2011
    • 0 replies
    • 1.2k views
    • 
    • jkharvey
    • March 23, 2011

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

    By ERISAatty, March 18, 2011
    • 2 replies
    • 1.2k views
    • 
    • ERISAatty
    • March 22, 2011

29. Deduction Timing of Employer Contributions

    By Lou S., March 22, 2011
    • 2 replies
    • 1.3k views
    • 
    • Lou S.
    • March 22, 2011

30. plan amendments

    By Guest mmc, March 22, 2011
    • 1 reply
    • 1.3k views
    • 
    • QNPG
    • March 22, 2011

31. Prevailing Wage - HCE Exclusion

    By kevind2010, March 22, 2011
    • 0 replies
    • 1.5k views
    • 
    • kevind2010
    • March 22, 2011

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

    By Guest JPIngold, March 17, 2011
    • 4 replies
    • 1.7k views
    • 
    • Kevin C
    • March 21, 2011

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

    By Guest shark, March 21, 2011
    • 1 reply
    • 7k views
    • 
    • K2retire
    • March 21, 2011

34. Catch up on match?

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

35. QPSA notice requirement satisfied via SPD?

    By Guest Pennysaver, March 21, 2011
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 21, 2011

36. Prohibited Transaction

    By 30Rock, March 18, 2011
    • 0 replies
    • 1.4k views
    • 
    • 30Rock
    • March 18, 2011

37. Prevailing Wage Davis Bacon

    By 30Rock, March 16, 2011
    • 5 replies
    • 19.2k views
    • 
    • 30Rock
    • March 18, 2011

38. Multiple Match formulas

    By dmb, March 17, 2011
    • 8 replies
    • 3.5k views
    • 
    • Bill Presson
    • March 18, 2011

39. Key and HCE status

    By Earl, March 17, 2011
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2011

40. true up vs. matching too much

    By K2retire, March 16, 2011
    • 2 replies
    • 1.6k views
    • 
    • 401king
    • March 17, 2011

41. Prevailing Wage in a 401(k) Plan

    By mgcpension, March 17, 2011
    • 1 reply
    • 1.7k views
    • 
    • Below Ground
    • March 17, 2011

42. Suspend safe harbor 3%

    By rlb64, March 17, 2011
    • 0 replies
    • 1.2k views
    • 
    • rlb64
    • March 17, 2011

43. Removing Safe Harbor 3% in 2011

    By cpc0506, March 16, 2011
    • 5 replies
    • 1.6k views
    • 
    • QDROphile
    • March 17, 2011

44. when is the money "deposited"

    By K2retire, March 15, 2011
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • March 16, 2011

45. OK for 415?

    By austin3515, March 15, 2011
    • 3 replies
    • 1.2k views
    • 
    • PensionPro
    • March 15, 2011

46. ADP refunds

    By Guest Joanne Davey, March 14, 2011
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 15, 2011

47. Failure to suspend deferrals after hardship

    By Guest Rebel TPA, March 14, 2011
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • March 15, 2011

48. Impermissible Distribution

    By oldman, March 14, 2011
    • 4 replies
    • 2.9k views
    • 
    • K2retire
    • March 15, 2011

49. Correction of Direct Distribution with no distributable event

    By 401king, March 15, 2011
    • 0 replies
    • 1.7k views
    • 
    • 401king
    • March 15, 2011

50. Broker's Relationship

    By Guest MS TPA, March 14, 2011
    • 5 replies
    • 1.5k views
    • 
    • 12AX7
    • March 15, 2011