401(k) Plans

19,384 topics in this forum

1. Hardship Withdrawals - new TPA procedure

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

2. 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

3. Discretionary Match

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

4. Part Time Employee Exclusion

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

5. Target Date Funds -- DOL Guidance

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

6. Supplemental Retirement Account

   By Dennis Povloski, May 13, 2010
   • 2 replies
   • 1k views
   • 
   • Dennis Povloski
   • May 13, 2010

7. Incorrect Salary Deferral Deduction

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

8. Partial Loan Payments

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

9. PLAN INVESTMENTS

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

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

    By IRA, May 11, 2010
    • 5 replies
    • 2.3k views
    • 
    • RCK
    • May 12, 2010

11. Prototype Documents

    By austin3515, May 12, 2010
    • 7 replies
    • 2.4k views
    • 
    • Below Ground
    • May 12, 2010

12. Safe Harbor Hardship and Compensation

    By Below Ground, May 12, 2010
    • 0 replies
    • 1k views
    • 
    • Below Ground
    • May 12, 2010

13. Where to start?

    By Guest jbf, May 11, 2010
    • 3 replies
    • 1.1k views
    • 
    • Jim Norman
    • May 11, 2010

14. Another rehire question

    By ombskid, May 9, 2010
    • 2 replies
    • 1.1k views
    • 
    • PLAN MAN
    • May 10, 2010

15. Who Signs Investment Policy Statement?

    By Guest Ms. Kate, May 10, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 10, 2010

16. Safe Harbor Match - Compensation

    By Guest Jstriley, May 10, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 10, 2010

17. Safe Harbor Match - There's no money

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

18. Safe Harbor Nonelective Contributions

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

19. De Facto After-Tax Contributions

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

20. 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

21. Minimum Deferral %

    By 30Rock, April 27, 2010
    • 16 replies
    • 3k views
    • 
    • GMK
    • May 7, 2010

22. 415 Failures

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

23. Safe Harbor Non Elective Cont

    By Alex Daisy, April 20, 2010
    • 12 replies
    • 6.6k views
    • 
    • Kevin C
    • May 6, 2010

24. Is K1 Partner an Employee for Testing Purposes

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

25. BRF testing and vesting

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

26. Prohibited Transaction: Loan to DQ person

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

27. 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

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

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

29. Roth Deferrals and 402(g) Violation

    By buckaroo, April 27, 2010
    • 16 replies
    • 7.1k views
    • 
    • austin3515
    • May 4, 2010

30. 10% Penalty Exemptions

    By Guest MbCarey, May 3, 2010
    • 6 replies
    • 2.2k views
    • 
    • GMK
    • May 3, 2010

31. Relative Value for Money Purchase Plans?

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

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

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

33. Solo 401 and Simple - Controlled Group Questions

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

34. 401k fund selection - Share class

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

35. 402(g) limit

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

36. Plan Expenses

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

37. Signature of Plan document

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

38. 401k plan establishment

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

39. Overfunding at EOY

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

40. Controlled Group and document

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

41. Change to Safe Harbor

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

42. ER Securities, NUA, and Roth

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

43. QDRO Pending?

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

44. Plan restatement

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

45. 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

46. 5500-EZ Nonfiler

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

47. Multiple ER plan no longer multiple ER plan

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

48. List of Modifications for Interim Doc?

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

49. 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

50. Cycle E

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