401(k) Plans

19,321 topics in this forum

1. Safe Harbor NonElective contribution Employer Funding Deadline ?

   By Francis, June 16, 2010
   • 4 replies
   • 5k views
   • 
   • Scuba 401
   • June 26, 2013

2. Multiple Employer Plan Spin-offs

   By Guest ACO1, June 16, 2010
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • June 16, 2010

3. Family attribution for HCE's?

   By Guest 410b, June 16, 2010
   • 2 replies
   • 1.7k views
   • 
   • BG5150
   • June 16, 2010

4. Beneficiaries

   By Nassau, June 15, 2010
   • 7 replies
   • 1.7k views
   • 
   • My 2 cents
   • June 16, 2010

5. Safe Harbor match true-up not made to HCEs

   By Guest Jill B, June 15, 2010
   • 6 replies
   • 2k views
   • 
   • KMG77
   • June 17, 2010

6. Can partners reverse deferrals after year end?

   By Spencer, June 14, 2010
   • 10 replies
   • 2.4k views
   • 
   • Spencer
   • June 23, 2010

7. Partnership earned income/deferrals

   By Doghouse, June 14, 2010
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • June 15, 2010

8. Participant Loan and Change in Payroll Period

   By Dennis Povloski, June 14, 2010
   • 2 replies
   • 2k views
   • 
   • Dennis Povloski
   • June 14, 2010

9. 401k deferrals and Compensation Limits..

   By Guest alyssakim, June 13, 2010
   • 9 replies
   • 1.4k views
   • 
   • Guest
   • June 14, 2010

10. Change to an Excluded Class

    By Guest andmik, June 11, 2010
    • 3 replies
    • 2.5k views
    • 
    • Mike Preston
    • June 11, 2010

11. Granting vesting

    By 30Rock, June 11, 2010
    • 4 replies
    • 1k views
    • 
    • Guest
    • June 14, 2010

12. loan defaults while employed

    By JKW, June 11, 2010
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 15, 2010

13. Testing using net comp - K-1's

    By austin3515, June 11, 2010
    • 1 reply
    • 935 views
    • 
    • Blinky the 3-eyed Fish
    • June 11, 2010

14. Forced distributions timing

    By Guest BarbaraB, June 10, 2010
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • June 10, 2010

15. ADP/ACP

    By justatester, June 8, 2010
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • June 10, 2010

16. Short Plan Year solution to reinstating Safe Harbor mid-year?

    By Guest Pennysaver, June 8, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 8, 2010

17. Improper exclusion from Plan: Catch-up Missed Oppty question

    By ERISA25, June 8, 2010
    • 0 replies
    • 881 views
    • 
    • ERISA25
    • June 8, 2010

18. Permissive aggregation for coverage

    By fiona1, June 7, 2010
    • 1 reply
    • 2.5k views
    • 
    • Mike Preston
    • June 8, 2010

19. Commingling qualified plan and 403(b) plan assets

    By Guest StephanieB, June 7, 2010
    • 1 reply
    • 2.4k views
    • 
    • david rigby
    • June 7, 2010

20. Pro's and con's of a FY versus CY 401 k plan year?

    By Guest BarbaraB, June 7, 2010
    • 6 replies
    • 1.4k views
    • 
    • Mike Preston
    • June 7, 2010

21. Individual 401K - owner that is not employee

    By Guest NorCal-EastBay, June 5, 2010
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • June 6, 2010

22. Plan contributions

    By Gary, June 4, 2010
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • June 5, 2010

23. Does an annuity contract mean that a disqualified plan's investment income is zero?

    By Peter Gulia, June 4, 2010
    • 9 replies
    • 1.7k views
    • 
    • panther
    • June 21, 2010

24. Diversification Notice

    By Guest shaul, June 4, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 4, 2010

25. Record Keeping Fee Application

    By Guest andmik, June 3, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 4, 2010

26. Failure to Withhold Elected Deferral

    By oriecat, June 3, 2010
    • 6 replies
    • 1.6k views
    • 
    • oriecat
    • June 3, 2010

27. Crediting Prior Service Under New 401(k) Plan

    By 401 Chaos, June 2, 2010
    • 5 replies
    • 5.3k views
    • 
    • thepensionmaven
    • May 18, 2015

28. Additional Form 5330

    By Guest koo, June 2, 2010
    • 0 replies
    • 943 views
    • 
    • Guest
    • June 2, 2010

29. IRS Compliance Check

    By Guest 4:15 Limit, June 1, 2010
    • 10 replies
    • 2.1k views
    • 
    • PensionPro
    • August 10, 2010

30. Freezing a 401k Plan

    By pixmax, June 1, 2010
    • 5 replies
    • 11.3k views
    • 
    • Guest
    • June 1, 2010

31. Paperless Enrollment

    By SRP, May 27, 2010
    • 0 replies
    • 1k views
    • 
    • SRP
    • May 27, 2010

32. Excluding Seasonal Employees from Discretionary Profit Sharing

    By 401 Chaos, May 27, 2010
    • 4 replies
    • 4.2k views
    • 
    • BG5150
    • May 27, 2010

33. Failure to contribute SH 3%

    By Brenda Wren, May 26, 2010
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • May 27, 2010

34. Cost of Full Scope Audit?

    By SFSD, May 26, 2010
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • May 26, 2010

35. Top Paid Group

    By Guest elang, May 25, 2010
    • 8 replies
    • 3.1k views
    • 
    • Guest
    • May 26, 2010

36. Valuation & Distribution Timing

    By Dazednconfused, May 25, 2010
    • 2 replies
    • 1.1k views
    • 
    • cpc0506
    • May 26, 2010

37. Distribution to foreign citizen

    By ombskid, May 25, 2010
    • 0 replies
    • 1k views
    • 
    • ombskid
    • May 25, 2010

38. Self directed plan

    By Guest Tony Ramsey, May 25, 2010
    • 4 replies
    • 1.2k views
    • 
    • 401king
    • May 25, 2010

39. Contribution Crediting Rules under Section 415

    By Guest CharlieLaur, May 24, 2010
    • 1 reply
    • 949 views
    • 
    • Kevin C
    • May 25, 2010

40. what to say in a 402(f) notice if the sender doesn't know whether the plan is tax-qualified?

    By Peter Gulia, May 24, 2010
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • May 25, 2010

41. 401(k) to 403(b)

    By R. Butler, May 24, 2010
    • 0 replies
    • 846 views
    • 
    • R. Butler
    • May 24, 2010

42. beneficiary designation form

    By ERISA25, May 24, 2010
    • 0 replies
    • 1.2k views
    • 
    • ERISA25
    • May 24, 2010

43. Control Group determination

    By cdavis25, May 24, 2010
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • May 24, 2010

44. Deduction

    By JBones, May 22, 2010
    • 1 reply
    • 896 views
    • 
    • Mike Preston
    • May 23, 2010

45. Deadline for recharacterizing excess deferrals

    By MWeddell, May 21, 2010
    • 2 replies
    • 1.6k views
    • 
    • MWeddell
    • May 24, 2010

46. "otherwise excludable" ADP testing and cross-testing

    By Craig Garner, May 20, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 21, 2010

47. Bizarre Allocation Method

    By austin3515, May 20, 2010
    • 2 replies
    • 1.4k views
    • 
    • Below Ground
    • May 21, 2010

48. Safe Harbor "True Up" for non-participants?

    By Guest Sleigher, May 19, 2010
    • 9 replies
    • 3.1k views
    • 
    • K2retire
    • May 22, 2010

49. 401k audit

    By Guest VEBAPLAN, May 19, 2010
    • 0 replies
    • 2k views
    • 
    • Guest
    • May 19, 2010

50. Match contribution

    By fiona1, May 19, 2010
    • 1 reply
    • 981 views
    • 
    • Guest
    • May 19, 2010