401(k) Plans

19,277 topics in this forum

1. PLAN INVESTMENTS

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

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

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

3. Prototype Documents

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

4. Safe Harbor Hardship and Compensation

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

5. Where to start?

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

6. Another rehire question

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

7. Who Signs Investment Policy Statement?

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

8. Safe Harbor Match - Compensation

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

9. Safe Harbor Match - There's no money

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

10. Safe Harbor Nonelective Contributions

    By DLavigne, March 30, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • May 7, 2010

11. De Facto After-Tax Contributions

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

12. 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

13. Minimum Deferral %

    By 30Rock, April 27, 2010
    • 16 replies
    • 2.9k views
    • 
    • GMK
    • May 7, 2010

14. 415 Failures

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

15. Safe Harbor Non Elective Cont

    By Alex Daisy, April 20, 2010
    • 12 replies
    • 6.5k views
    • 
    • Kevin C
    • May 6, 2010

16. Is K1 Partner an Employee for Testing Purposes

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

17. BRF testing and vesting

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

18. Prohibited Transaction: Loan to DQ person

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

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

    By Guest Vickey, May 4, 2010
    • 4 replies
    • 1k views
    • 
    • david rigby
    • May 5, 2010

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

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

21. Roth Deferrals and 402(g) Violation

    By buckaroo, April 27, 2010
    • 16 replies
    • 7k views
    • 
    • austin3515
    • May 4, 2010

22. 10% Penalty Exemptions

    By Guest MbCarey, May 3, 2010
    • 6 replies
    • 2k views
    • 
    • GMK
    • May 3, 2010

23. Relative Value for Money Purchase Plans?

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

24. Election to Defer "Max. % Permitted Under ADP Test"

    By Christine Roberts, April 30, 2010
    • 1 reply
    • 890 views
    • 
    • austin3515
    • April 30, 2010

25. Solo 401 and Simple - Controlled Group Questions

    By Guest xi9001, April 28, 2010
    • 7 replies
    • 2.5k views
    • 
    • austin3515
    • April 30, 2010

26. 401k fund selection - Share class

    By Guest dsw713, April 29, 2010
    • 2 replies
    • 2.9k views
    • 
    • Bird
    • April 30, 2010

27. 402(g) limit

    By Guest JPIngold, April 22, 2010
    • 13 replies
    • 1.8k views
    • 
    • Guest
    • April 29, 2010

28. Plan Expenses

    By Randy Watson, April 28, 2010
    • 1 reply
    • 1.3k views
    • 
    • jpod
    • April 28, 2010

29. Signature of Plan document

    By Gary, April 27, 2010
    • 4 replies
    • 1.5k views
    • 
    • Gary
    • April 28, 2010

30. 401k plan establishment

    By Guest sb42, April 26, 2010
    • 3 replies
    • 1.2k views
    • 
    • J Simmons
    • April 27, 2010

31. Overfunding at EOY

    By blue, April 26, 2010
    • 0 replies
    • 1.1k views
    • 
    • blue
    • April 26, 2010

32. Controlled Group and document

    By cpc0506, April 26, 2010
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • April 26, 2010

33. Change to Safe Harbor

    By Dougsbpc, April 24, 2010
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • April 26, 2010

34. ER Securities, NUA, and Roth

    By Guest JMF, April 24, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 24, 2010

35. QDRO Pending?

    By austin3515, April 23, 2010
    • 3 replies
    • 2.8k views
    • 
    • GMK
    • April 23, 2010

36. Plan restatement

    By Gary, April 22, 2010
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • April 22, 2010

37. Challenge: How to fix deferrals that should not have been made

    By RayJJohnsonJr, April 22, 2010
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • April 22, 2010

38. 5500-EZ Nonfiler

    By austin3515, April 6, 2010
    • 9 replies
    • 4k views
    • 
    • Guest
    • April 22, 2010

39. Multiple ER plan no longer multiple ER plan

    By BG5150, April 20, 2010
    • 0 replies
    • 920 views
    • 
    • BG5150
    • April 20, 2010

40. List of Modifications for Interim Doc?

    By Randy Watson, April 19, 2010
    • 0 replies
    • 879 views
    • 
    • Randy Watson
    • April 19, 2010

41. Roth 401(k) 5-taxable-year period for rehires

    By Guest riss@7477, April 19, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 19, 2010

42. Cycle E

    By 30Rock, April 5, 2010
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • April 19, 2010

43. Client Management Software

    By Gadgetfreak, March 8, 2010
    • 3 replies
    • 1.2k views
    • 
    • SheilaD
    • April 19, 2010

44. Puerto Rico HCEs

    By justatester, April 16, 2010
    • 1 reply
    • 937 views
    • 
    • Tom Poje
    • April 19, 2010

45. HCE Notification Letters

    By PainPA, April 18, 2010
    • 1 reply
    • 1.5k views
    • 
    • cpc0506
    • April 19, 2010

46. Crediting Hours of Service

    By 401 Chaos, April 14, 2010
    • 11 replies
    • 5.6k views
    • 
    • TLGeer
    • April 17, 2010

47. Negative Assets?

    By 415 Limit, April 14, 2010
    • 7 replies
    • 1.5k views
    • 
    • Ron Snyder
    • April 16, 2010

48. Safe Harbor Plan - Change In Plan Year

    By austin3515, April 16, 2010
    • 2 replies
    • 4.4k views
    • 
    • John Feldt ERPA CPC QPA
    • April 16, 2010

49. Handling residual earnings

    By PLAN MAN, April 14, 2010
    • 6 replies
    • 3.2k views
    • 
    • Jim Norman
    • April 16, 2010

50. Deadline for making top paid group election

    By Guest Dash02, April 14, 2010
    • 4 replies
    • 6k views
    • 
    • Bird
    • April 15, 2010