401(k) Plans

19,321 topics in this forum

1. DFVCP & IRS Penalties on late 5500

   By Dennis Povloski, May 19, 2010
   • 4 replies
   • 3k views
   • 
   • Belgarath
   • May 19, 2010

2. StepChild

   By 30Rock, May 19, 2010
   • 15 replies
   • 6.7k views
   • 
   • Mike Preston
   • May 21, 2010

3. Top Heavy Determination

   By Janice F, May 19, 2010
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • June 25, 2010

4. Coverage-General Testing

   By justatester, May 18, 2010
   • 9 replies
   • 1.4k views
   • 
   • Kevin C
   • May 19, 2010

5. state tax withholding

   By JKW, May 18, 2010
   • 1 reply
   • 1.8k views
   • 
   • david rigby
   • May 18, 2010

6. Is payroll end plan-year considered "calendar-year"?

   By Guest nmendicott, May 18, 2010
   • 8 replies
   • 3k views
   • 
   • david rigby
   • May 18, 2010

7. PTO Contribution Amendment

   By Guest Statler, May 18, 2010
   • 0 replies
   • 825 views
   • 
   • Guest
   • May 18, 2010

8. Amending a safe harbor plan mid year

   By oldman, May 18, 2010
   • 7 replies
   • 13.8k views
   • 
   • 30Rock
   • May 20, 2010

9. Top Heavy and under 1,000 HOS

   By Guest dhall, May 18, 2010
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • May 18, 2010

10. Rule of Parity...Grrrrrrr

    By Just Me, May 17, 2010
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • May 18, 2010

11. Spousal Consent

    By JKW, May 17, 2010
    • 4 replies
    • 1.5k views
    • 
    • JKW
    • May 18, 2010

12. Matching By Payroll Period - No True Ups

    By Dennis Povloski, May 17, 2010
    • 8 replies
    • 2.2k views
    • 
    • Dennis Povloski
    • May 18, 2010

13. Plan fails ADP test, but no refunds

    By BG5150, May 17, 2010
    • 6 replies
    • 1.4k views
    • 
    • austin3515
    • May 18, 2010

14. 402(g) in terminating 401(k) plan

    By Guest Tbrown, May 17, 2010
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • May 17, 2010

15. Loan paid off, but payments kept coming in

    By BG5150, May 17, 2010
    • 0 replies
    • 843 views
    • 
    • BG5150
    • May 17, 2010

16. No Assets, No 5500

    By Guest MS TPA, May 17, 2010
    • 7 replies
    • 2.2k views
    • 
    • Mike Preston
    • May 19, 2010

17. correcting excess deferrals after April 15

    By K2retire, May 14, 2010
    • 7 replies
    • 3.9k views
    • 
    • 401 Chaos
    • February 11, 2013

18. ROTH IRA ROLLOVERS

    By Gary, May 14, 2010
    • 2 replies
    • 1k views
    • 
    • Gary
    • May 17, 2010

19. A not-for-profit entity sponsors a 401(k) plan but expects to add several for-profit companies to its growing list of businesses

    By katieinny, May 14, 2010
    • 2 replies
    • 1.1k views
    • 
    • katieinny
    • May 14, 2010

20. Former key - top heavy minimum, gateway?

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

21. Hardship Withdrawals - new TPA procedure

    By Guest Aust916, May 13, 2010
    • 8 replies
    • 3.6k views
    • 
    • QDROphile
    • May 14, 2010

22. Credential Sharing is Here...

    By austin3515, May 13, 2010
    • 32 replies
    • 4.7k views
    • 
    • austin3515
    • May 20, 2010

23. Target Date Funds -- DOL Guidance

    By Guest Ms. Kate, May 13, 2010
    • 0 replies
    • 948 views
    • 
    • Guest
    • May 13, 2010

24. Incorrect Salary Deferral Deduction

    By Guest fidelityrose, May 13, 2010
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 13, 2010

25. Supplemental Retirement Account

    By Dennis Povloski, May 13, 2010
    • 2 replies
    • 995 views
    • 
    • Dennis Povloski
    • May 13, 2010

26. Part Time Employee Exclusion

    By Randy Watson, May 13, 2010
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • May 13, 2010

27. Discretionary Match

    By Guest jjren, May 13, 2010
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • May 13, 2010

28. PLAN INVESTMENTS

    By Gary, May 12, 2010
    • 1 reply
    • 985 views
    • 
    • K2retire
    • May 12, 2010

29. Partial Loan Payments

    By Guest sritts, May 12, 2010
    • 8 replies
    • 1.6k views
    • 
    • rcline46
    • May 13, 2010

30. Prototype Documents

    By austin3515, May 12, 2010
    • 7 replies
    • 2.3k views
    • 
    • Below Ground
    • May 12, 2010

31. Safe Harbor Hardship and Compensation

    By Below Ground, May 12, 2010
    • 0 replies
    • 998 views
    • 
    • Below Ground
    • May 12, 2010

32. How Do You Terminate a 401(k) Plan?

    By IRA, May 11, 2010
    • 5 replies
    • 2.2k views
    • 
    • RCK
    • May 12, 2010

33. Where to start?

    By Guest jbf, May 11, 2010
    • 3 replies
    • 1k views
    • 
    • Jim Norman
    • May 11, 2010

34. Loans

    By Alex Daisy, May 10, 2010
    • 11 replies
    • 6k views
    • 
    • Tom Poje
    • May 27, 2010

35. Can bonus amounts be excluded from deferral election?

    By Guest Dash02, May 10, 2010
    • 5 replies
    • 5.8k views
    • 
    • Guest
    • January 6, 2012

36. Who Signs Investment Policy Statement?

    By Guest Ms. Kate, May 10, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • May 10, 2010

37. Safe Harbor Match - Compensation

    By Guest Jstriley, May 10, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • May 10, 2010

38. Another rehire question

    By ombskid, May 9, 2010
    • 2 replies
    • 1k views
    • 
    • PLAN MAN
    • May 10, 2010

39. Safe Harbor Match - There's no money

    By Guest Shrek'sconfused, May 7, 2010
    • 0 replies
    • 858 views
    • 
    • Guest
    • May 7, 2010

40. Question about Top heavy exemption for SH Plan with Dual eligibility

    By Jim Chad, May 7, 2010
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • May 7, 2010

41. Eligbility for rehire

    By PFranckowiak, May 6, 2010
    • 11 replies
    • 6.6k views
    • 
    • pmacduff
    • May 17, 2010

42. 415 Failures

    By justatester, May 6, 2010
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • May 6, 2010

43. Is K1 Partner an Employee for Testing Purposes

    By Rich L. Mayer, May 5, 2010
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • May 5, 2010

44. BRF testing and vesting

    By 30Rock, May 5, 2010
    • 0 replies
    • 916 views
    • 
    • 30Rock
    • May 5, 2010

45. Prohibited Transaction: Loan to DQ person

    By Guest Pennysaver, May 5, 2010
    • 0 replies
    • 911 views
    • 
    • Guest
    • May 5, 2010

46. To be restated during a cyle, signing requirement?

    By Guest Iwonder, May 4, 2010
    • 0 replies
    • 837 views
    • 
    • Guest
    • May 4, 2010

47. Fees and benefits of having an outside advisor on a 401Kplan

    By Guest Vickey, May 4, 2010
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • May 5, 2010

48. De Facto After-Tax Contributions

    By Guest RJRogers, May 3, 2010
    • 3 replies
    • 1.1k views
    • 
    • jpod
    • May 7, 2010

49. 10% Penalty Exemptions

    By Guest MbCarey, May 3, 2010
    • 6 replies
    • 2.1k views
    • 
    • GMK
    • May 3, 2010

50. Relative Value for Money Purchase Plans?

    By austin3515, May 3, 2010
    • 2 replies
    • 1.3k views
    • 
    • KJohnson
    • May 3, 2010