401(k) Plans

19,275 topics in this forum

1. Timing of Auto Enrollment Required Notice

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

2. 402(g) and Catch Up

   By justatester, December 9, 2009
   • 3 replies
   • 1.5k views
   • 
   • Tom Poje
   • December 9, 2009

3. Compensation

   By Guest kgsingletary, April 17, 2003
   • 2 replies
   • 3.8k views
   • 
   • AmyR
   • December 9, 2009

4. Top Heavy

   By Jay3, December 7, 2009
   • 1 reply
   • 1k views
   • 
   • MSN
   • December 8, 2009

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

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

6. 1099's for Failed ADP Test - EE Paid Out

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

7. Off year ADP failure

   By Dazednconfused, December 4, 2009
   • 3 replies
   • 1k views
   • 
   • austin3515
   • December 7, 2009

8. Amending a 401k plan to allow for borrowing

   By Guest Carl C, December 4, 2009
   • 4 replies
   • 1.7k views
   • 
   • austin3515
   • December 7, 2009

9. 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

10. Directed Trustee

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

11. Mandatory contribution to 401(k)

    By Guest ToddBonham, December 4, 2009
    • 1 reply
    • 1.5k views
    • 
    • Lou S.
    • December 4, 2009

12. Part-time/temporary exclusion

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

13. 3% Safe Harbor Non-Elective + Fixed Match

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

14. Exclusion of Collectively Bargained

    By Guest boetgerinc, December 30, 1998
    • 6 replies
    • 3k views
    • 
    • Mike Preston
    • December 4, 2009

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

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

16. Help with Form 5300

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

17. 2009 RMD's and Union Plans

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

18. Roth Contributions

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

19. 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

20. SH plan - late notice

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

21. SMM required?

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

22. Delayed Distribution of Employer Money

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

23. Affiliated Service Group/Controlled Group

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

24. Plan merger - ADP test deadline

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

25. QACA Uniformity

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

26. Too late for a short plan year?

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

27. Backdating of 401k enrollment?

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

28. QDIA notices--sent to whom?

    By BG5150, December 2, 2008
    • 3 replies
    • 5.5k views
    • 
    • Kevin C
    • December 1, 2009

29. QJSA Question

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

30. PPA amendments

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

31. Safe Harbor Plans

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

32. Brother-Sister Controlled Group

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

33. leased employees in non-excludable employee count

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

34. Standardized to Non-Standardized

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

35. ASG or multiple employer plan?

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

36. Rollovers As Business Startups

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

37. Aggregating Plans for Coverage

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

38. Controlled Group testing

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

39. 1/1/2010 5500 Count

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

40. 2009 3% Non-Elective Safe Harbor Contribution

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

41. Partial Plan Termination - Rehired Employees

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

42. Quarterly Eligiblity

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

43. Fiduciary duty in regards to beneficiary designations

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

44. QDIA Notice Requirements

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

45. LLC Members in a 401k PLan

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

46. 401(k) adn SEP IRA

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

47. Startup SH 401K Plan

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

48. QACA Match

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

49. Top Paid Group Election

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

50. QACA

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