401(k) Plans

19,321 topics in this forum

1. Document Calls for Prior Year Testing, but TPA Used Current Year Testing

   By Dennis Povloski, November 1, 2010
   • 4 replies
   • 1.2k views
   • 
   • Dennis Povloski
   • November 2, 2010

2. Permissive Aggregation

   By rlb64, November 2, 2010
   • 0 replies
   • 930 views
   • 
   • rlb64
   • November 2, 2010

3. Automatic Rollovers below $1,000

   By 12AX7, October 29, 2010
   • 1 reply
   • 1k views
   • 
   • PFranckowiak
   • November 1, 2010

4. 401k plan year and employer contribution

   By tertue, November 1, 2010
   • 5 replies
   • 1.6k views
   • 
   • Guest
   • November 1, 2010

5. Impact of Roth IRA Contributions on 401(k) Deferral

   By Below Ground, October 28, 2010
   • 8 replies
   • 1.4k views
   • 
   • Below Ground
   • November 1, 2010

6. Worker Adjustment & Retraining Notification Act (WARN)...

   By jaemmons, June 22, 2005
   • 2 replies
   • 2.5k views
   • 
   • dcoderre
   • October 30, 2010

7. Compensation Definition

   By Guest RetirementPlanWI, October 29, 2010
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • October 30, 2010

8. Retirement and a Plan Document

   By Guest jmrivelli, October 25, 2010
   • 6 replies
   • 1.1k views
   • 
   • Guest
   • October 30, 2010

9. Line 4d of 5300 - plan's original effective date

   By fiona1, October 29, 2010
   • 2 replies
   • 1.1k views
   • 
   • DMcGovern
   • October 29, 2010

10. Former key - top heavy minimum, gateway?

    By Guest Nia_phyte, May 14, 2010
    • 5 replies
    • 4.4k views
    • 
    • Guest
    • October 29, 2010

11. Safe Harbor 401k

    By Guest austcomp, October 29, 2010
    • 1 reply
    • 942 views
    • 
    • QDROphile
    • October 29, 2010

12. RMD & Change in Ownership

    By austin3515, October 29, 2010
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • October 29, 2010

13. amendments due this year (DC Plans)

    By Scuba 401, October 29, 2010
    • 2 replies
    • 863 views
    • 
    • Scuba 401
    • October 29, 2010

14. Top heavy and different eligibility

    By Chippy, October 29, 2010
    • 1 reply
    • 971 views
    • 
    • Tom Poje
    • October 29, 2010

15. Secure File Transfer

    By 12AX7, October 26, 2010
    • 5 replies
    • 1.4k views
    • 
    • 12AX7
    • October 29, 2010

16. In-service rollover request with after tax funds

    By cpc0506, October 29, 2010
    • 1 reply
    • 868 views
    • 
    • masteff
    • October 29, 2010

17. They're here! (new limits!)

    By austin3515, October 28, 2010
    • 5 replies
    • 1.3k views
    • 
    • GMK
    • October 28, 2010

18. One employer: Two separate Safe Harbors

    By ERISA25, October 28, 2010
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • October 28, 2010

19. TH Minimum to New Keys

    By austin3515, October 28, 2010
    • 2 replies
    • 850 views
    • 
    • DMcGovern
    • October 28, 2010

20. Failed ADP Test

    By goldtpa, October 27, 2010
    • 8 replies
    • 2.8k views
    • 
    • Tom Poje
    • October 28, 2010

21. ADP and ACP Testing

    By JRN, October 27, 2010
    • 0 replies
    • 891 views
    • 
    • JRN
    • October 27, 2010

22. Employer behind depositing deferrals

    By RayJJohnsonJr, October 27, 2010
    • 2 replies
    • 943 views
    • 
    • Belgarath
    • October 27, 2010

23. Control Group issue

    By MaryM, October 27, 2010
    • 7 replies
    • 1.4k views
    • 
    • MaryM
    • October 27, 2010

24. loan payments

    By JKW, October 27, 2010
    • 1 reply
    • 892 views
    • 
    • QDROphile
    • October 27, 2010

25. LLC Units as Qualifying Employer Securities

    By ERISA25, October 27, 2010
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • October 27, 2010

26. Safe Harbor Notice

    By Guest BWNWE, October 26, 2010
    • 1 reply
    • 865 views
    • 
    • GMK
    • October 26, 2010

27. Amending a STandardized Plan

    By austin3515, October 22, 2010
    • 5 replies
    • 1.1k views
    • 
    • 12AX7
    • October 26, 2010

28. Safe harbor wait and see approach with coverage issue

    By Guest matt2800, October 26, 2010
    • 0 replies
    • 863 views
    • 
    • Guest
    • October 26, 2010

29. Top Heavy Plans that are Safe Harbor Plan

    By Guest Michele Ciz, October 26, 2010
    • 1 reply
    • 941 views
    • 
    • Tom Poje
    • October 26, 2010

30. QNEC & QMAC

    By austin3515, October 25, 2010
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • October 26, 2010

31. Roth conversions within 401(k)

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

32. Voluntary Fiduciary Compliance Program

    By bevfair, October 25, 2010
    • 3 replies
    • 1k views
    • 
    • movedon
    • October 26, 2010

33. Davis Bacon and plan expenses

    By John Feldt ERPA CPC QPA, June 4, 2008
    • 4 replies
    • 1.7k views
    • 
    • PensionPro
    • October 25, 2010

34. timing of excess aggregate distributions

    By Guest Betsy Oakey, October 25, 2010
    • 1 reply
    • 878 views
    • 
    • PensionPro
    • October 25, 2010

35. Using Matching Contributions in ADP Test

    By Guest lizano, October 22, 2010
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 22, 2010

36. Missing Participants Terminated Plans

    By Guest roseadmin, October 22, 2010
    • 0 replies
    • 762 views
    • 
    • Guest
    • October 22, 2010

37. Union Sponsored 401k

    By Guest MS TPA, October 21, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • October 22, 2010

38. 401k Loan and Severance Pay

    By oriecat, October 21, 2010
    • 2 replies
    • 9k views
    • 
    • Bird
    • October 22, 2010

39. Control Group Determination

    By pixmax, October 20, 2010
    • 14 replies
    • 2.5k views
    • 
    • austin3515
    • October 21, 2010

40. Plan Design Question

    By Spencer, October 19, 2010
    • 6 replies
    • 1.1k views
    • 
    • BG5150
    • October 21, 2010

41. Dual Eligibility

    By justatester, October 20, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • October 20, 2010

42. Form 5330 Reporting Excise Tax Due

    By MBCarey, October 20, 2010
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • October 20, 2010

43. American Co that has Canadian satalite office

    By doombuggy, October 20, 2010
    • 1 reply
    • 901 views
    • 
    • QDROphile
    • October 20, 2010

44. Non spouse Beneficiary

    By Nassau, October 19, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 19, 2010

45. Roth In-Plan Conversion

    By Guest emcelroy, October 19, 2010
    • 1 reply
    • 848 views
    • 
    • Guest
    • October 19, 2010

46. 401k in service rollover

    By Gary, October 19, 2010
    • 1 reply
    • 1.1k views
    • 
    • GMK
    • October 19, 2010

47. Summary Annual Report (SAR)

    By Nassau, October 19, 2010
    • 3 replies
    • 6.8k views
    • 
    • GMK
    • October 19, 2010

48. Employer Funding Requirements

    By Nassau, October 19, 2010
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • October 19, 2010

49. Employer Funding Requirements

    By Nassau, October 18, 2010
    • 0 replies
    • 863 views
    • 
    • Nassau
    • October 18, 2010

50. Client that is a bank

    By austin3515, October 18, 2010
    • 3 replies
    • 972 views
    • 
    • austin3515
    • October 18, 2010