401(k) Plans

19,365 topics in this forum

1. Minimum Deferral %

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

2. 415 Failures

   By justatester, May 6, 2010
   • 6 replies
   • 1.7k views
   • 
   • Mike Preston
   • May 6, 2010

3. Safe Harbor Non Elective Cont

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

4. Is K1 Partner an Employee for Testing Purposes

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

5. BRF testing and vesting

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

6. Prohibited Transaction: Loan to DQ person

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

7. 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

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

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

9. Roth Deferrals and 402(g) Violation

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

10. 10% Penalty Exemptions

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

11. Relative Value for Money Purchase Plans?

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

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

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

13. Solo 401 and Simple - Controlled Group Questions

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

14. 401k fund selection - Share class

    By Guest dsw713, April 29, 2010
    • 2 replies
    • 3k views
    • 
    • Bird
    • April 30, 2010

15. 402(g) limit

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

16. Plan Expenses

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

17. Signature of Plan document

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

18. 401k plan establishment

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

19. Overfunding at EOY

    By blue, April 26, 2010
    • 0 replies
    • 1.2k views
    • 
    • blue
    • April 26, 2010

20. Controlled Group and document

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

21. Change to Safe Harbor

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

22. ER Securities, NUA, and Roth

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

23. QDRO Pending?

    By austin3515, April 23, 2010
    • 3 replies
    • 2.9k views
    • 
    • GMK
    • April 23, 2010

24. Plan restatement

    By Gary, April 22, 2010
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • April 22, 2010

25. 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

26. 5500-EZ Nonfiler

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

27. Multiple ER plan no longer multiple ER plan

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

28. List of Modifications for Interim Doc?

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

29. 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

30. Cycle E

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

31. Client Management Software

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

32. Puerto Rico HCEs

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

33. HCE Notification Letters

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

34. Crediting Hours of Service

    By 401 Chaos, April 14, 2010
    • 11 replies
    • 5.8k views
    • 
    • TLGeer
    • April 17, 2010

35. Negative Assets?

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

36. 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

37. Handling residual earnings

    By PLAN MAN, April 14, 2010
    • 6 replies
    • 3.3k views
    • 
    • Jim Norman
    • April 16, 2010

38. Deadline for making top paid group election

    By Guest Dash02, April 14, 2010
    • 4 replies
    • 6.1k views
    • 
    • Bird
    • April 15, 2010

39. User fee applies or not?

    By BG5150, April 15, 2010
    • 1 reply
    • 811 views
    • 
    • Belgarath
    • April 15, 2010

40. company closing 401k plan

    By Guest molly55, April 15, 2010
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • April 15, 2010

41. Special Effective Dates and REstatements

    By austin3515, April 14, 2010
    • 4 replies
    • 1.2k views
    • 
    • cpc0506
    • April 15, 2010

42. 5500 Feature Code 2T

    By austin3515, April 13, 2010
    • 2 replies
    • 3.1k views
    • 
    • rcline46
    • April 14, 2010

43. Leased Employee & leasing company can't do pre-tax deferrals

    By Dennis Povloski, April 13, 2010
    • 9 replies
    • 1.8k views
    • 
    • Jim Chad
    • April 14, 2010

44. Minority Law partner and Self Employed consultant

    By RayJJohnsonJr, April 7, 2010
    • 8 replies
    • 1.5k views
    • 
    • Jim Chad
    • April 13, 2010

45. European 401k Plan and U.S. 401k Plan

    By Zoey, April 7, 2010
    • 2 replies
    • 1.4k views
    • 
    • Zoey
    • April 13, 2010

46. Safe Harbor Plan / Top Heavy Question

    By Guest MikeD, April 6, 2010
    • 6 replies
    • 1.5k views
    • 
    • rcline46
    • April 13, 2010

47. Discretionary Match

    By justatester, April 9, 2010
    • 3 replies
    • 1.6k views
    • 
    • austin3515
    • April 13, 2010

48. Prototype Document

    By austin3515, April 12, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 12, 2010

49. QACA Rules

    By Brenda Wren, April 12, 2010
    • 1 reply
    • 2.8k views
    • 
    • Brenda Wren
    • April 12, 2010

50. Spouse of owner always HCE

    By ombskid, April 10, 2010
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • April 11, 2010