401(k) Plans

19,321 topics in this forum

1. Roth Distributions

   By Nassau, October 7, 2010
   • 1 reply
   • 1.1k views
   • 
   • pmacduff
   • October 7, 2010

2. 1099 income

   By Scuba 401, October 6, 2010
   • 10 replies
   • 3.5k views
   • 
   • austin3515
   • November 24, 2010

3. Elective Deferrals

   By Nassau, October 6, 2010
   • 3 replies
   • 1.1k views
   • 
   • 12AX7
   • October 6, 2010

4. Administrative Fees

   By Nassau, October 6, 2010
   • 1 reply
   • 943 views
   • 
   • GMK
   • October 6, 2010

5. Web Based Communications

   By Nassau, October 6, 2010
   • 1 reply
   • 957 views
   • 
   • david rigby
   • October 6, 2010

6. True-ups for only participants hitting 402(g)

   By Guest JB517, October 6, 2010
   • 5 replies
   • 2.1k views
   • 
   • TPAMan
   • October 13, 2010

7. Roth 401k

   By Guest jim williams, October 5, 2010
   • 1 reply
   • 815 views
   • 
   • Guest
   • October 5, 2010

8. FEES

   By Nassau, October 5, 2010
   • 1 reply
   • 1.1k views
   • 
   • Jim Chad
   • October 5, 2010

9. Rebalance a Particpant Account 401K DBP

   By Guest SherylM, October 4, 2010
   • 4 replies
   • 1.5k views
   • 
   • Bird
   • October 5, 2010

10. Safe harbor match document requirements

    By Guest phy401k, October 4, 2010
    • 4 replies
    • 1.4k views
    • 
    • Kevin C
    • October 5, 2010

11. changing Lump sum distribution to rollover distribution

    By cpc0506, October 4, 2010
    • 3 replies
    • 1k views
    • 
    • masteff
    • October 4, 2010

12. Safe Harbor Plan - Adopting Employer

    By austin3515, October 2, 2010
    • 1 reply
    • 1.5k views
    • 
    • 12AX7
    • October 6, 2010

13. Who is key officer in fiscal year 401k plan

    By jkharvey, October 1, 2010
    • 1 reply
    • 3k views
    • 
    • GMK
    • October 1, 2010

14. Predessor service and entry date

    By 30Rock, October 1, 2010
    • 4 replies
    • 1.1k views
    • 
    • 12AX7
    • October 6, 2010

15. PPA Statements

    By austin3515, October 1, 2010
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • October 1, 2010

16. New 401k Plan

    By Guest dannyoc, October 1, 2010
    • 1 reply
    • 964 views
    • 
    • Tom Poje
    • October 1, 2010

17. Forfeiture Account

    By Guest dsw713, September 30, 2010
    • 4 replies
    • 1.5k views
    • 
    • 401king
    • October 1, 2010

18. Class Action Proceeds, Terminated Plan

    By Guest BWNWE, September 29, 2010
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • October 1, 2010

19. compensation used

    By Gary, September 29, 2010
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 30, 2010

20. Prohibited Transaction

    By 30Rock, September 29, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • October 5, 2010

21. New Safe Harbor Plan Effective 10-1-2010

    By steverenner, September 28, 2010
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • September 30, 2010

22. Acquisition with no plan

    By Zoey, September 28, 2010
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • September 28, 2010

23. Is distribution without a distributable event a PT?

    By jkharvey, September 23, 2010
    • 1 reply
    • 1.2k views
    • 
    • KMG77
    • September 27, 2010

24. Are QNEC and Employer Non-Elective Contributions the same thing?

    By Guest oneman546, September 22, 2010
    • 4 replies
    • 33.2k views
    • 
    • Guest
    • September 23, 2010

25. Earnings on Refunds for Failed ACP

    By MBCarey, September 22, 2010
    • 15 replies
    • 6.2k views
    • 
    • austin3515
    • September 23, 2010

26. 5500 Assistance - Failed to Submit Contributions

    By Gadgetfreak, September 22, 2010
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • September 23, 2010

27. December 401(k) contributions

    By Guest mkd*, September 21, 2010
    • 7 replies
    • 1.3k views
    • 
    • oriecat
    • September 22, 2010

28. automatic deferrals and QACA

    By Scuba 401, September 21, 2010
    • 4 replies
    • 1.4k views
    • 
    • Scuba 401
    • September 22, 2010

29. Loans

    By Guest elang, September 21, 2010
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • September 23, 2010

30. Loan interest with pooled account

    By BG5150, September 21, 2010
    • 2 replies
    • 1.2k views
    • 
    • Jim Norman
    • September 21, 2010

31. Automatic Enrollment & rehires

    By R. Butler, September 21, 2010
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • September 21, 2010

32. 401k safe harbor

    By Gary, September 20, 2010
    • 9 replies
    • 2.1k views
    • 
    • K2retire
    • September 21, 2010

33. Match and Top Heavy Minimum

    By austin3515, September 20, 2010
    • 14 replies
    • 2.4k views
    • 
    • austin3515
    • September 21, 2010

34. Items allowed in a 401(k) Plan

    By Guest KMB1978, September 20, 2010
    • 1 reply
    • 956 views
    • 
    • J Simmons
    • September 20, 2010

35. Missed Deferral

    By Nassau, September 20, 2010
    • 0 replies
    • 942 views
    • 
    • Nassau
    • September 20, 2010

36. Missed Deferral Opportunity

    By Nassau, September 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 20, 2010

37. When forfeitures pay admin expenses....

    By Guest DCPensionGal, September 17, 2010
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • September 20, 2010

38. Summary Plan Description-Poorly Written

    By Guest dsw713, September 17, 2010
    • 3 replies
    • 978 views
    • 
    • Belgarath
    • September 17, 2010

39. participant not permitted to defer

    By K2retire, September 17, 2010
    • 1 reply
    • 896 views
    • 
    • Bill Presson
    • September 17, 2010

40. Final ADP Test - Terminating Plan

    By austin3515, September 17, 2010
    • 2 replies
    • 1.1k views
    • 
    • 12AX7
    • September 17, 2010

41. Minimum coverage testing

    By 7806akp, September 16, 2010
    • 0 replies
    • 1.8k views
    • 
    • 7806akp
    • September 16, 2010

42. Top Paid Group

    By cpc0506, September 16, 2010
    • 7 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • September 16, 2010

43. Form BE- 180 Benchmark Survey

    By Nassau, September 16, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 16, 2010

44. Benefits Rights and Features (BRF) Testing – Match True-Up To Actives Only

    By buckaroo, September 16, 2010
    • 1 reply
    • 5.1k views
    • 
    • Laura Harrington
    • September 16, 2010

45. Partial Termination

    By Guest Dwang, September 16, 2010
    • 4 replies
    • 1.4k views
    • 
    • austin3515
    • September 17, 2010

46. 5500 Two Signatures?

    By CJS07, September 15, 2010
    • 1 reply
    • 969 views
    • 
    • austin3515
    • September 15, 2010

47. ADP/ACP Testing for two 401(k) Plans in single controlled group

    By 7806akp, September 15, 2010
    • 10 replies
    • 3.7k views
    • 
    • QDROphile
    • April 8, 2011

48. Roth conversions within 401(k)

    By Guest KRS401k, September 15, 2010
    • 28 replies
    • 5.1k views
    • 
    • masteff
    • October 26, 2010

49. Safe Harbor - Disqualifying Provision

    By Guest shaul, September 15, 2010
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • September 15, 2010

50. CA State Disability

    By Tinman, September 15, 2010
    • 2 replies
    • 1k views
    • 
    • Tinman
    • September 16, 2010