401(k) Plans

19,321 topics in this forum

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

   By kgr12, December 4, 2009
   • 2 replies
   • 3.6k views
   • 
   • BG5150
   • December 4, 2009

2. 2009 RMD's and Union Plans

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

3. Roth Contributions

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

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

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

5. Beneficiary Designation Voided by Marriage?

   By austin3515, December 3, 2009
   • 19 replies
   • 14.1k views
   • 
   • J Simmons
   • January 29, 2010

6. Timing of Auto Enrollment Required Notice

   By Guest kudler, December 3, 2009
   • 3 replies
   • 4.1k views
   • 
   • Guest
   • December 10, 2009

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

   By Peter Gulia, December 3, 2009
   • 13 replies
   • 1.8k views
   • 
   • Peter Gulia
   • December 5, 2009

8. SMM required?

   By Guest Peggy806, December 2, 2009
   • 2 replies
   • 1.6k views
   • 
   • Bird
   • December 3, 2009

9. Affiliated Service Group/Controlled Group

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

10. 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

11. Delayed Distribution of Employer Money

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

12. QACA Uniformity

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

13. Plan merger - ADP test deadline

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

14. SH plan - late notice

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

15. Multiple Employer Plan - one sponsor discontinues

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

16. Too late for a short plan year?

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

17. Backdating of 401k enrollment?

    By Guest EricW, December 1, 2009
    • 7 replies
    • 4.5k views
    • 
    • K2retire
    • December 2, 2009

18. QJSA Question

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

19. Standardized to Non-Standardized

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

20. Safe Harbor Plans

    By cpc0506, November 27, 2009
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 30, 2009

21. ASG or multiple employer plan?

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

22. Aggregating Plans for Coverage

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

23. Controlled Group testing

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

24. leased employees in non-excludable employee count

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

25. Brother-Sister Controlled Group

    By cpc0506, November 25, 2009
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • November 28, 2009

26. Rollovers As Business Startups

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

27. 1/1/2010 5500 Count

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

28. PPA amendments

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

29. Partial Plan Termination - Rehired Employees

    By blue, November 24, 2009
    • 3 replies
    • 2.9k views
    • 
    • david rigby
    • November 24, 2009

30. Quarterly Eligiblity

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

31. Plan Terminations

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

32. Operational Logistics

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

33. LLC Members in a 401k PLan

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

34. QDIA Notice Requirements

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

35. 401(k) adn SEP IRA

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

36. Fiduciary duty in regards to beneficiary designations

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

37. Hired on Jan 2, what entry date

    By BG5150, November 19, 2009
    • 26 replies
    • 14.1k views
    • 
    • jpod
    • June 29, 2017

38. 2009 RMD's

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

39. 2009 3% Non-Elective Safe Harbor Contribution

    By Guest Mannix, November 18, 2009
    • 4 replies
    • 1.2k views
    • 
    • MWeddell
    • November 24, 2009

40. QACA Match

    By Kevin01, November 18, 2009
    • 2 replies
    • 6.7k views
    • 
    • Kevin C
    • November 19, 2009

41. Asset Transfer

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

42. Top Paid Group Election

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

43. QACA

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

44. Payroll company stopped HCE deferrals at comp limit

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

45. Startup SH 401K Plan

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

46. Minimum Required Distributions

    By ERISA25, November 17, 2009
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • November 17, 2009

47. FMLA and Controlled Group

    By Guest MFJ, November 17, 2009
    • 2 replies
    • 2.1k views
    • 
    • oriecat
    • November 18, 2009

48. Document failure

    By blue, November 16, 2009
    • 2 replies
    • 1.1k views
    • 
    • blue
    • November 17, 2009

49. Auto-Increase mistakes

    By fiona1, November 12, 2009
    • 2 replies
    • 1.3k views
    • 
    • RCK
    • November 13, 2009

50. ACP refund late but ADP refund on time

    By Guest Peggy806, November 12, 2009
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • November 13, 2009