401(k) Plans

19,413 topics in this forum

1. Retirement and a Plan Document

   By Guest jmrivelli, October 25, 2010
   • 6 replies
   • 1.2k views
   • 
   • Guest
   • October 30, 2010

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

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

3. Former key - top heavy minimum, gateway?

   By Guest Nia_phyte, May 14, 2010
   • 5 replies
   • 4.5k views
   • 
   • Guest
   • October 29, 2010

4. Safe Harbor 401k

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

5. RMD & Change in Ownership

   By austin3515, October 29, 2010
   • 1 reply
   • 1.9k views
   • 
   • Tom Poje
   • October 29, 2010

6. amendments due this year (DC Plans)

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

7. Top heavy and different eligibility

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

8. Secure File Transfer

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

9. In-service rollover request with after tax funds

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

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

    By austin3515, October 28, 2010
    • 5 replies
    • 1.4k views
    • 
    • GMK
    • October 28, 2010

11. One employer: Two separate Safe Harbors

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

12. TH Minimum to New Keys

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

13. Failed ADP Test

    By goldtpa, October 27, 2010
    • 8 replies
    • 2.9k views
    • 
    • Tom Poje
    • October 28, 2010

14. ADP and ACP Testing

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

15. Employer behind depositing deferrals

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

16. Control Group issue

    By MaryM, October 27, 2010
    • 7 replies
    • 1.5k views
    • 
    • MaryM
    • October 27, 2010

17. loan payments

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

18. LLC Units as Qualifying Employer Securities

    By ERISA25, October 27, 2010
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • October 27, 2010

19. Safe Harbor Notice

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

20. Amending a STandardized Plan

    By austin3515, October 22, 2010
    • 5 replies
    • 1.2k views
    • 
    • 12AX7
    • October 26, 2010

21. Safe harbor wait and see approach with coverage issue

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

22. Top Heavy Plans that are Safe Harbor Plan

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

23. QNEC & QMAC

    By austin3515, October 25, 2010
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • October 26, 2010

24. Roth conversions within 401(k)

    By Guest KRS401k, September 15, 2010
    • 28 replies
    • 5.5k views
    • 
    • masteff
    • October 26, 2010

25. Voluntary Fiduciary Compliance Program

    By bevfair, October 25, 2010
    • 3 replies
    • 1.1k views
    • 
    • movedon
    • October 26, 2010

26. Davis Bacon and plan expenses

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

27. timing of excess aggregate distributions

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

28. Using Matching Contributions in ADP Test

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

29. Missing Participants Terminated Plans

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

30. Union Sponsored 401k

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

31. 401k Loan and Severance Pay

    By oriecat, October 21, 2010
    • 2 replies
    • 9.1k views
    • 
    • Bird
    • October 22, 2010

32. Control Group Determination

    By pixmax, October 20, 2010
    • 14 replies
    • 2.6k views
    • 
    • austin3515
    • October 21, 2010

33. Plan Design Question

    By Spencer, October 19, 2010
    • 6 replies
    • 1.2k views
    • 
    • BG5150
    • October 21, 2010

34. Dual Eligibility

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

35. Form 5330 Reporting Excise Tax Due

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

36. American Co that has Canadian satalite office

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

37. Non spouse Beneficiary

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

38. Roth In-Plan Conversion

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

39. 401k in service rollover

    By Gary, October 19, 2010
    • 1 reply
    • 1.2k views
    • 
    • GMK
    • October 19, 2010

40. Summary Annual Report (SAR)

    By Nassau, October 19, 2010
    • 3 replies
    • 6.9k views
    • 
    • GMK
    • October 19, 2010

41. Employer Funding Requirements

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

42. Employer Funding Requirements

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

43. Client that is a bank

    By austin3515, October 18, 2010
    • 3 replies
    • 1k views
    • 
    • austin3515
    • October 18, 2010

44. Loan failure withholding issue

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

45. 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
    • 780 views
    • 
    • katieinny
    • October 15, 2010

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

    By Sully, August 27, 2010
    • 15 replies
    • 9.9k views
    • 
    • Tom Poje
    • October 15, 2010

47. 410(b)(6)(C) transition period

    By Guest usafa89, October 15, 2010
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • October 15, 2010

48. RMD

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

49. Top-Heavy Question

    By Guest Cinadr, October 11, 2010
    • 19 replies
    • 4.1k views
    • 
    • Kevin C
    • October 15, 2010

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

    By Lori H, October 13, 2010
    • 7 replies
    • 1.3k views
    • 
    • rcline46
    • October 14, 2010