401(k) Plans

19,276 topics in this forum

1. Part-time/temporary exclusion

   By PMC, December 4, 2009
   • 1 reply
   • 1.7k views
   • 
   • Laura Harrington
   • December 4, 2009

2. 1099's for Failed ADP Test - EE Paid Out

   By Rob P, December 4, 2009
   • 4 replies
   • 1.8k views
   • 
   • austin3515
   • December 7, 2009

3. 3% Safe Harbor Non-Elective + Fixed Match

   By Guest 4:15 Limit, December 4, 2009
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • December 4, 2009

4. Directed Trustee

   By pixmax, December 4, 2009
   • 2 replies
   • 1.4k views
   • 
   • JanetM
   • December 5, 2009

5. Help with Form 5300

   By fiona1, December 4, 2009
   • 0 replies
   • 874 views
   • 
   • fiona1
   • December 4, 2009

6. Is $1,000 Automatic Distribution Threshhold a Protected Benefit?

   By kgr12, December 4, 2009
   • 2 replies
   • 3.5k views
   • 
   • BG5150
   • December 4, 2009

7. 2009 RMD's and Union Plans

   By austin3515, December 4, 2009
   • 1 reply
   • 1.1k views
   • 
   • masteff
   • December 4, 2009

8. Roth Contributions

   By Dougsbpc, December 3, 2009
   • 1 reply
   • 1k views
   • 
   • WDIK
   • December 3, 2009

9. Discriminatory Investment Choices In 404(c) Plan?

   By mming, December 3, 2009
   • 7 replies
   • 1.9k views
   • 
   • Bird
   • December 8, 2009

10. Beneficiary Designation Voided by Marriage?

    By austin3515, December 3, 2009
    • 19 replies
    • 13.9k views
    • 
    • J Simmons
    • January 29, 2010

11. Timing of Auto Enrollment Required Notice

    By Guest kudler, December 3, 2009
    • 3 replies
    • 4k views
    • 
    • Guest
    • December 10, 2009

12. May a plan provide an in-service distribution only to those who will roll it over?

    By Peter Gulia, December 3, 2009
    • 13 replies
    • 1.7k views
    • 
    • Peter Gulia
    • December 5, 2009

13. SMM required?

    By Guest Peggy806, December 2, 2009
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • December 3, 2009

14. Affiliated Service Group/Controlled Group

    By Randy Watson, December 2, 2009
    • 0 replies
    • 947 views
    • 
    • Randy Watson
    • December 2, 2009

15. When can 401(k) be added to a profit sharing plan?

    By ombskid, December 2, 2009
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • December 3, 2009

16. Delayed Distribution of Employer Money

    By Guest LonePlanAdministrator, December 2, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • December 3, 2009

17. QACA Uniformity

    By Guest Statler, December 2, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 2, 2009

18. Plan merger - ADP test deadline

    By fiona1, December 2, 2009
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • December 2, 2009

19. SH plan - late notice

    By M Norton, December 2, 2009
    • 15 replies
    • 2.3k views
    • 
    • Tom Poje
    • December 3, 2009

20. Multiple Employer Plan - one sponsor discontinues

    By Guest Moira, December 2, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 16, 2009

21. Too late for a short plan year?

    By BG5150, December 1, 2009
    • 3 replies
    • 1.7k views
    • 
    • BG5150
    • December 2, 2009

22. Backdating of 401k enrollment?

    By Guest EricW, December 1, 2009
    • 7 replies
    • 4.4k views
    • 
    • K2retire
    • December 2, 2009

23. QJSA Question

    By sdix401k, November 30, 2009
    • 2 replies
    • 1.1k views
    • 
    • sdix401k
    • November 30, 2009

24. Standardized to Non-Standardized

    By Guest shaul, November 27, 2009
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 27, 2009

25. Safe Harbor Plans

    By cpc0506, November 27, 2009
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • November 30, 2009

26. ASG or multiple employer plan?

    By K2retire, November 25, 2009
    • 2 replies
    • 1.4k views
    • 
    • K2retire
    • November 27, 2009

27. Aggregating Plans for Coverage

    By Laura Harrington, November 25, 2009
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • November 25, 2009

28. Controlled Group testing

    By cpc0506, November 25, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • November 25, 2009

29. leased employees in non-excludable employee count

    By cpc0506, November 25, 2009
    • 3 replies
    • 2k views
    • 
    • cpc0506
    • November 28, 2009

30. Brother-Sister Controlled Group

    By cpc0506, November 25, 2009
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • November 28, 2009

31. Rollovers As Business Startups

    By mming, November 25, 2009
    • 6 replies
    • 1.7k views
    • 
    • mming
    • November 25, 2009

32. 1/1/2010 5500 Count

    By BeanCounterBlues, November 24, 2009
    • 6 replies
    • 1.2k views
    • 
    • BeanCounterBlues
    • November 25, 2009

33. PPA amendments

    By ERISA25, November 24, 2009
    • 2 replies
    • 1.4k views
    • 
    • ERISA25
    • November 30, 2009

34. Partial Plan Termination - Rehired Employees

    By blue, November 24, 2009
    • 3 replies
    • 2.8k views
    • 
    • david rigby
    • November 24, 2009

35. Quarterly Eligiblity

    By Dazednconfused, November 23, 2009
    • 6 replies
    • 1.5k views
    • 
    • WDIK
    • November 24, 2009

36. Plan Terminations

    By Guest lap716, November 20, 2009
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • September 22, 2010

37. Operational Logistics

    By Gary, November 20, 2009
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • December 22, 2009

38. LLC Members in a 401k PLan

    By Alex Daisy, November 20, 2009
    • 0 replies
    • 2.2k views
    • 
    • Alex Daisy
    • November 20, 2009

39. QDIA Notice Requirements

    By Lori H, November 19, 2009
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • November 20, 2009

40. 401(k) adn SEP IRA

    By justatester, November 19, 2009
    • 0 replies
    • 766 views
    • 
    • justatester
    • November 19, 2009

41. Fiduciary duty in regards to beneficiary designations

    By oriecat, November 19, 2009
    • 7 replies
    • 1.3k views
    • 
    • oriecat
    • November 20, 2009

42. Hired on Jan 2, what entry date

    By BG5150, November 19, 2009
    • 26 replies
    • 13.7k views
    • 
    • jpod
    • June 29, 2017

43. 2009 RMD's

    By ACox, November 18, 2009
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • November 8, 2010

44. 2009 3% Non-Elective Safe Harbor Contribution

    By Guest Mannix, November 18, 2009
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • November 24, 2009

45. QACA Match

    By Kevin01, November 18, 2009
    • 2 replies
    • 6.6k views
    • 
    • Kevin C
    • November 19, 2009

46. Asset Transfer

    By Randy Watson, November 18, 2009
    • 0 replies
    • 881 views
    • 
    • Randy Watson
    • November 18, 2009

47. Top Paid Group Election

    By cpc0506, November 17, 2009
    • 4 replies
    • 3.1k views
    • 
    • K2retire
    • November 19, 2009

48. QACA

    By Guest JWB19, November 17, 2009
    • 5 replies
    • 3.5k views
    • 
    • Kevin C
    • November 18, 2009

49. Payroll company stopped HCE deferrals at comp limit

    By Guest dstran, November 17, 2009
    • 5 replies
    • 1.7k views
    • 
    • MWeddell
    • November 18, 2009

50. Startup SH 401K Plan

    By ERISA13, November 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • ERISA13
    • November 19, 2009