401(k) Plans

19,277 topics in this forum

1. Roth In-Plan Conversion

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

2. 401k in service rollover

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

3. Summary Annual Report (SAR)

   By Nassau, October 19, 2010
   • 3 replies
   • 6.7k views
   • 
   • GMK
   • October 19, 2010

4. Employer Funding Requirements

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

5. Employer Funding Requirements

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

6. Client that is a bank

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

7. Loan failure withholding issue

   By Guest EBcounsel, October 16, 2010
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • October 16, 2010

8. What happens when due to the buying/selling of stock, companies are no longer a controlled group part way through the year?

   By katieinny, October 15, 2010
   • 0 replies
   • 752 views
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   • katieinny
   • October 15, 2010

9. Forfeitures cannot be used for QNEC's, what about safe harbor contributions?

   By Sully, August 27, 2010
   • 15 replies
   • 9.8k views
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   • Tom Poje
   • October 15, 2010

10. 410(b)(6)(C) transition period

    By Guest usafa89, October 15, 2010
    • 0 replies
    • 2.4k views
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    • Guest
    • October 15, 2010

11. RMD

    By JKW, October 15, 2010
    • 2 replies
    • 1k views
    • 
    • JKW
    • October 15, 2010

12. Top-Heavy Question

    By Guest Cinadr, October 11, 2010
    • 19 replies
    • 3.9k views
    • 
    • Kevin C
    • October 15, 2010

13. Employer wants to establish a new 401(k) but does not necessarily want employees participating

    By Lori H, October 13, 2010
    • 7 replies
    • 1.2k views
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    • rcline46
    • October 14, 2010

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

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

15. If an employer revises a prototype to specify an investment alternative, is it still okay to rely on the prototype’s opinion letter?

    By Peter Gulia, October 12, 2010
    • 5 replies
    • 1.1k views
    • 
    • Peter Gulia
    • October 13, 2010

16. 414s Compensation

    By Guest Michele Ciz, October 12, 2010
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • October 12, 2010

17. Brokerage Account in 401k Plan

    By cpc0506, October 8, 2010
    • 13 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • October 11, 2010

18. 401k profit sharing plan term

    By Gary, October 9, 2010
    • 2 replies
    • 992 views
    • 
    • K2retire
    • October 9, 2010

19. Automatic Enrollment

    By PMC, October 8, 2010
    • 1 reply
    • 950 views
    • 
    • Bill Presson
    • October 8, 2010

20. Roth Distributions

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

21. Involuntary Roth cashouts

    By Nassau, October 7, 2010
    • 0 replies
    • 917 views
    • 
    • Nassau
    • October 7, 2010

22. Elective Deferrals

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

23. Safe Harbor Plan - Adopting Employer

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

24. Administrative Fees

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

25. Predessor service and entry date

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

26. Web Based Communications

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

27. Prohibited Transaction

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

28. 401(k) deferrals on imputed income

    By Guest rlt4, August 19, 2009
    • 7 replies
    • 15.5k views
    • 
    • MARYMM
    • October 5, 2010

29. FEES

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

30. Roth 401k

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

31. Safe harbor match document requirements

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

32. Rebalance a Particpant Account 401K DBP

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

33. changing Lump sum distribution to rollover distribution

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

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

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

35. Class Action Proceeds, Terminated Plan

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

36. Forfeiture Account

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

37. PPA Statements

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

38. New 401k Plan

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

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

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

40. compensation used

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

41. Fiscal Year Deferral Limit vs calender year limit

    By Cathy from Chicago, September 2, 2010
    • 4 replies
    • 3.6k views
    • 
    • Tom Poje
    • September 30, 2010

42. missed p/s contribution deadline

    By wsp, October 6, 2004
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • September 28, 2010

43. Acquisition with no plan

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

44. POA For Signing 5500

    By austin3515, July 15, 2010
    • 8 replies
    • 3.1k views
    • 
    • austin3515
    • September 27, 2010

45. Is distribution without a distributable event a PT?

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

46. Earnings on Refunds for Failed ACP

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

47. Loans

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

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

    By Guest oneman546, September 22, 2010
    • 4 replies
    • 33.1k views
    • 
    • Guest
    • September 23, 2010

49. 5500 Assistance - Failed to Submit Contributions

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

50. automatic deferrals and QACA

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