401(k) Plans

19,333 topics in this forum

1. K-1 Income

   By Guest shm3803, October 28, 2010
   • 8 replies
   • 2.5k views
   • 
   • Guest
   • November 4, 2010

2. Post-Severance Compensation

   By Guest shaul, November 4, 2010
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • November 4, 2010

3. MEP Plan

   By Guest Pension250, November 3, 2010
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • November 4, 2010

4. HCE, Catch-Ups and Off-Calendar

   By austin3515, November 3, 2010
   • 2 replies
   • 867 views
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   • austin3515
   • November 3, 2010

5. More RMD Fun After Death

   By austin3515, November 2, 2010
   • 8 replies
   • 2.1k views
   • 
   • Guest
   • November 3, 2010

6. Reclassify after-tax contributions

   By Nassau, November 3, 2010
   • 0 replies
   • 1.3k views
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   • Nassau
   • November 3, 2010

7. Auditor "Statement of Financial Assets"

   By Guest Form5500, November 3, 2010
   • 1 reply
   • 969 views
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   • TPAMan
   • November 3, 2010

8. QSLOBS

   By Guest JeffRed, November 2, 2010
   • 1 reply
   • 1.1k views
   • 
   • rcline46
   • November 2, 2010

9. Loan Refinancing

   By austin3515, November 2, 2010
   • 2 replies
   • 1.1k views
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   • K2retire
   • November 2, 2010

10. Top Paid Group Determination

    By Guest bw101, February 4, 2010
    • 9 replies
    • 9.9k views
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    • PensionPro
    • November 2, 2010

11. RMD to Spouse After Death

    By austin3515, October 29, 2010
    • 23 replies
    • 6.2k views
    • 
    • masteff
    • November 2, 2010

12. RMD for deceased participant

    By Guest HoopsForBM, November 1, 2010
    • 2 replies
    • 1.8k views
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    • Guest
    • November 2, 2010

13. 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

14. Permissive Aggregation

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

15. Automatic Rollovers below $1,000

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

16. 401k plan year and employer contribution

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

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

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

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

    By jaemmons, June 22, 2005
    • 2 replies
    • 2.6k views
    • 
    • dcoderre
    • October 30, 2010

19. Compensation Definition

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

20. Retirement and a Plan Document

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

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

    By fiona1, October 29, 2010
    • 2 replies
    • 1.2k views
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    • DMcGovern
    • October 29, 2010

22. Former key - top heavy minimum, gateway?

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

23. Safe Harbor 401k

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

24. RMD & Change in Ownership

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

25. amendments due this year (DC Plans)

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

26. Top heavy and different eligibility

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

27. Secure File Transfer

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

28. In-service rollover request with after tax funds

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

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

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

30. One employer: Two separate Safe Harbors

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

31. TH Minimum to New Keys

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

32. Failed ADP Test

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

33. ADP and ACP Testing

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

34. Employer behind depositing deferrals

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

35. Control Group issue

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

36. loan payments

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

37. LLC Units as Qualifying Employer Securities

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

38. Safe Harbor Notice

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

39. Amending a STandardized Plan

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

40. Safe harbor wait and see approach with coverage issue

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

41. Top Heavy Plans that are Safe Harbor Plan

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

42. QNEC & QMAC

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

43. Roth conversions within 401(k)

    By Guest KRS401k, September 15, 2010
    • 28 replies
    • 5.2k views
    • 
    • masteff
    • October 26, 2010

44. Voluntary Fiduciary Compliance Program

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

45. Davis Bacon and plan expenses

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

46. timing of excess aggregate distributions

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

47. Using Matching Contributions in ADP Test

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

48. Missing Participants Terminated Plans

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

49. Union Sponsored 401k

    By Guest MS TPA, October 21, 2010
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • October 22, 2010

50. 401k Loan and Severance Pay

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