401(k) Plans

19,333 topics in this forum

1. Plan contributions

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

2. Record Keeping Fee Application

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

3. Diversification Notice

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

4. Failure to Withhold Elected Deferral

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

5. Additional Form 5330

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

6. Freezing a 401k Plan

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

7. ERPA Exam Sample Test Question

   By Dennis Povloski, February 14, 2010
   • 12 replies
   • 4.1k views
   • 
   • D Lewis
   • June 1, 2010

8. Excluding Seasonal Employees from Discretionary Profit Sharing

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

9. Failure to contribute SH 3%

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

10. Paperless Enrollment

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

11. Loans

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

12. Cost of Full Scope Audit?

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

13. Top Paid Group

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

14. Valuation & Distribution Timing

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

15. Distribution to foreign citizen

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

16. Self directed plan

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

17. Contribution Crediting Rules under Section 415

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

18. 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

19. Top heavy

    By Guest Sieve, September 29, 2009
    • 22 replies
    • 2.2k views
    • 
    • Guest
    • May 24, 2010

20. Control Group determination

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

21. Deadline for recharacterizing excess deferrals

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

22. 401(k) to 403(b)

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

23. beneficiary designation form

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

24. Deduction

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

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

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

26. StepChild

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

27. Bizarre Allocation Method

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

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

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

29. Credential Sharing is Here...

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

30. Amending a safe harbor plan mid year

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

31. 401k audit

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

32. Match contribution

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

33. DFVCP & IRS Penalties on late 5500

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

34. No Assets, No 5500

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

35. Coverage-General Testing

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

36. Top Heavy Calculation

    By Guest JLecas, April 23, 2010
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 19, 2010

37. Plan fails ADP test, but no refunds

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

38. state tax withholding

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

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

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

40. Matching By Payroll Period - No True Ups

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

41. Spousal Consent

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

42. PTO Contribution Amendment

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

43. Top Heavy and under 1,000 HOS

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

44. Rule of Parity...Grrrrrrr

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

45. Eligbility for rehire

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

46. ROTH IRA ROLLOVERS

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

47. 402(g) in terminating 401(k) plan

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

48. Loan paid off, but payments kept coming in

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

49. Hardship Withdrawals - new TPA procedure

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

50. 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