401(k) Plans

19,334 topics in this forum

1. Employer contributions after rollover

   By Guest Aubie, February 15, 2010
   • 4 replies
   • 1.3k views
   • 
   • BG5150
   • February 16, 2010

2. Vesting Changes

   By justatester, October 20, 2009
   • 2 replies
   • 1.6k views
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   • david rigby
   • February 15, 2010

3. DOL 401k Deposits Safe Harbpr

   By austin3515, February 15, 2010
   • 8 replies
   • 1.3k views
   • 
   • masteff
   • February 15, 2010

4. SH Plan -- Mid-Year Amendment to Compensation Definition

   By davef, February 11, 2010
   • 3 replies
   • 1.9k views
   • 
   • austin3515
   • February 12, 2010

5. Forfeitures to fund late earnings ?

   By Guest jvandyke, February 12, 2010
   • 1 reply
   • 2.2k views
   • 
   • Lou S.
   • February 12, 2010

6. PPA and Quarterly Statements

   By Dazednconfused, February 11, 2010
   • 2 replies
   • 1k views
   • 
   • austin3515
   • February 12, 2010

7. Plan Amendment Question

   By Madison71, February 11, 2010
   • 2 replies
   • 1.1k views
   • 
   • Madison71
   • February 11, 2010

8. HCE-Attribution

   By PFranckowiak, February 10, 2010
   • 2 replies
   • 3.3k views
   • 
   • PFranckowiak
   • February 11, 2010

9. Union to Non-Union Promotion - Distributable Event

   By Guest kdddk14, February 10, 2010
   • 1 reply
   • 1.5k views
   • 
   • Jean
   • February 10, 2010

10. Safe Harbor Nonelective & QNEC

    By Guest Margaret25, February 9, 2010
    • 2 replies
    • 2.1k views
    • 
    • Kevin C
    • February 9, 2010

11. ADP Test - missed deferrals

    By blue, February 9, 2010
    • 0 replies
    • 1k views
    • 
    • blue
    • February 9, 2010

12. 3rd Party Sickpay

    By austin3515, February 6, 2010
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • February 9, 2010

13. Weird Matching Contribution Allocation Formula Issue

    By Guest Willy, December 21, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 9, 2010

14. Plan merger & ADP testing

    By Guest Amy Marie, February 8, 2010
    • 1 reply
    • 2.1k views
    • 
    • Kevin C
    • February 9, 2010

15. ADP - Additional failures

    By Guest andmik, February 8, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • February 8, 2010

16. Payroll deduction error

    By MoShawn, February 4, 2010
    • 7 replies
    • 2.1k views
    • 
    • MoShawn
    • February 8, 2010

17. QNEC

    By Logan401, February 5, 2010
    • 2 replies
    • 1.8k views
    • 
    • Logan401
    • February 8, 2010

18. Prevailing Wage off-set

    By Guest Ken C, June 28, 2007
    • 4 replies
    • 3.1k views
    • 
    • R. Butler
    • February 8, 2010

19. 401k plan amends to charge participant a distribution fee

    By jkharvey, February 5, 2010
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • February 7, 2010

20. New safe harbor plan for 2009

    By Guest Georgia1, August 31, 2009
    • 12 replies
    • 1.5k views
    • 
    • Guest
    • February 5, 2010

21. Does Safe Harbor Matching Contr count toward meeting Top Heavy requirement

    By Guest nancy814, February 5, 2010
    • 2 replies
    • 2k views
    • 
    • Logan401
    • February 5, 2010

22. Affiliated Service Group?

    By Dennis Povloski, February 5, 2010
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • February 5, 2010

23. Discontinued Contributions

    By John Feldt ERPA CPC QPA, March 24, 2009
    • 5 replies
    • 1.9k views
    • 
    • Kevin C
    • February 5, 2010

24. PLAN MERGER

    By Logan401, February 5, 2010
    • 0 replies
    • 917 views
    • 
    • Logan401
    • February 5, 2010

25. New Comparability Plan

    By Alex Daisy, February 2, 2010
    • 9 replies
    • 2k views
    • 
    • Mike Preston
    • February 5, 2010

26. Mid-Year Change to Safe Harbor Plan

    By PMC, January 22, 2010
    • 3 replies
    • 4k views
    • 
    • Kevin C
    • February 4, 2010

27. Top-Heavy or Not Top-Heavy

    By Guest 4:15 Limit, February 4, 2010
    • 1 reply
    • 954 views
    • 
    • austin3515
    • February 4, 2010

28. Control Group and Plan Termination

    By Guest fidelityrose, January 26, 2010
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • February 4, 2010

29. Required Minimum Distribution-2010

    By jala, February 2, 2010
    • 5 replies
    • 1.7k views
    • 
    • jala
    • February 4, 2010

30. But I forgot...

    By SoCalActuary, February 4, 2010
    • 2 replies
    • 935 views
    • 
    • Tom Poje
    • February 4, 2010

31. Mergering 401(k) plans

    By tsrl01, February 4, 2010
    • 0 replies
    • 981 views
    • 
    • tsrl01
    • February 4, 2010

32. Severance

    By pixmax, February 4, 2010
    • 0 replies
    • 978 views
    • 
    • pixmax
    • February 4, 2010

33. Compensation for a Partner

    By Alex Daisy, February 1, 2010
    • 6 replies
    • 5.1k views
    • 
    • austin3515
    • February 3, 2010

34. Restricted Stock

    By fiona1, February 3, 2010
    • 0 replies
    • 2.1k views
    • 
    • fiona1
    • February 3, 2010

35. Controlled Group Partial Plan Termination

    By PFranckowiak, February 2, 2010
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • February 2, 2010

36. Change in vesting schedule

    By Doghouse, February 2, 2010
    • 0 replies
    • 1.2k views
    • 
    • Doghouse
    • February 2, 2010

37. Normal Retirement Age

    By k man, February 2, 2010
    • 0 replies
    • 1.2k views
    • 
    • k man
    • February 2, 2010

38. Minimum Loan Amount

    By Guest andmik, January 28, 2010
    • 12 replies
    • 7.5k views
    • 
    • K2retire
    • February 2, 2010

39. 401(a) Plan

    By Guest Form5500Guru™, January 31, 2010
    • 1 reply
    • 987 views
    • 
    • K2retire
    • February 1, 2010

40. Must withdrawals come out pro rata Roth and pre-tax?

    By Guest Rissa, January 30, 2010
    • 1 reply
    • 833 views
    • 
    • Guest
    • January 31, 2010

41. Changing a safe harbor match plan to allow 'true-up of contribution' in current year

    By cpc0506, January 29, 2010
    • 2 replies
    • 1.5k views
    • 
    • MSN
    • January 29, 2010

42. Plan operated contrary to documents for years

    By J Simmons, January 27, 2010
    • 5 replies
    • 1.2k views
    • 
    • Jim Chad
    • January 29, 2010

43. Notice to Interested Parties

    By fiona1, January 28, 2010
    • 6 replies
    • 3.3k views
    • 
    • fiona1
    • January 29, 2010

44. Qualified Plan Distributed Annuity (QPDA)

    By Guest Tom:, January 27, 2010
    • 6 replies
    • 4.2k views
    • 
    • Tom Poje
    • January 29, 2010

45. Beneficiary Designation Voided by Marriage?

    By austin3515, December 3, 2009
    • 19 replies
    • 14.2k views
    • 
    • J Simmons
    • January 29, 2010

46. ACP prior year test w/ no prior year match

    By Guest tmills, January 26, 2010
    • 8 replies
    • 2.8k views
    • 
    • Tom Poje
    • January 28, 2010

47. 8a of the 5300

    By fiona1, January 26, 2010
    • 2 replies
    • 902 views
    • 
    • Guest
    • January 27, 2010

48. Otherwise Excludable Employees Testing Compensation

    By Guest kdddk14, January 26, 2010
    • 2 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • January 27, 2010

49. Company has been using Business EIN for Trust

    By Dennis Povloski, January 25, 2010
    • 10 replies
    • 11.2k views
    • 
    • Guest
    • January 27, 2010

50. 401(a)(17) Limit

    By Guest Gumby, January 27, 2010
    • 1 reply
    • 1k views
    • 
    • BG5150
    • January 27, 2010