401(k) Plans

19,413 topics in this forum

1. 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

2. Affiliated Service Group?

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

3. Discontinued Contributions

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

4. PLAN MERGER

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

5. New Comparability Plan

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

6. Mid-Year Change to Safe Harbor Plan

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

7. Top-Heavy or Not Top-Heavy

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

8. Control Group and Plan Termination

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

9. Required Minimum Distribution-2010

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

10. But I forgot...

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

11. Mergering 401(k) plans

    By tsrl01, February 4, 2010
    • 0 replies
    • 1k views
    • 
    • tsrl01
    • February 4, 2010

12. Severance

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

13. Compensation for a Partner

    By Alex Daisy, February 1, 2010
    • 6 replies
    • 5.2k views
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    • austin3515
    • February 3, 2010

14. Restricted Stock

    By fiona1, February 3, 2010
    • 0 replies
    • 2.2k views
    • 
    • fiona1
    • February 3, 2010

15. Controlled Group Partial Plan Termination

    By PFranckowiak, February 2, 2010
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • February 2, 2010

16. Change in vesting schedule

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

17. Normal Retirement Age

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

18. Minimum Loan Amount

    By Guest andmik, January 28, 2010
    • 12 replies
    • 8k views
    • 
    • K2retire
    • February 2, 2010

19. 401(a) Plan

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

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

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

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

    By cpc0506, January 29, 2010
    • 2 replies
    • 1.6k views
    • 
    • MSN
    • January 29, 2010

22. Plan operated contrary to documents for years

    By J Simmons, January 27, 2010
    • 5 replies
    • 1.3k views
    • 
    • Jim Chad
    • January 29, 2010

23. Notice to Interested Parties

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

24. Qualified Plan Distributed Annuity (QPDA)

    By Guest Tom:, January 27, 2010
    • 6 replies
    • 4.3k views
    • 
    • Tom Poje
    • January 29, 2010

25. Beneficiary Designation Voided by Marriage?

    By austin3515, December 3, 2009
    • 19 replies
    • 14.7k views
    • 
    • J Simmons
    • January 29, 2010

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

    By Guest tmills, January 26, 2010
    • 8 replies
    • 2.9k views
    • 
    • Tom Poje
    • January 28, 2010

27. 8a of the 5300

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

28. Otherwise Excludable Employees Testing Compensation

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

29. Company has been using Business EIN for Trust

    By Dennis Povloski, January 25, 2010
    • 10 replies
    • 11.6k views
    • 
    • Guest
    • January 27, 2010

30. 401(a)(17) Limit

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

31. forfeiture buy-back -what happens to taxes paid?

    By AKconsult, January 27, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 27, 2010

32. Retired physician receiving compensation

    By Guest JPIngold, January 25, 2010
    • 15 replies
    • 1.9k views
    • 
    • Guest
    • January 27, 2010

33. 1099Misc

    By Guest eafrazier, January 27, 2010
    • 0 replies
    • 768 views
    • 
    • Guest
    • January 27, 2010

34. First Universal Health Insurance-Now Universal 401ks

    By goldtpa, January 21, 2010
    • 3 replies
    • 1k views
    • 
    • K2retire
    • January 27, 2010

35. Fiduciary? (hardship approvals)

    By austin3515, January 22, 2010
    • 23 replies
    • 4.4k views
    • 
    • J Simmons
    • January 26, 2010

36. Deferral Election Forms for Partners

    By 401 Chaos, January 25, 2010
    • 2 replies
    • 1.9k views
    • 
    • MARYMM
    • January 26, 2010

37. General Testing

    By justatester, January 26, 2010
    • 4 replies
    • 1.5k views
    • 
    • justatester
    • January 26, 2010

38. FMLA accrual question

    By k man, January 25, 2010
    • 2 replies
    • 1.5k views
    • 
    • GMK
    • January 26, 2010

39. Profit Sharing formulas

    By Guest Benmark, January 19, 2010
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • January 26, 2010

40. Retirement Account Records

    By Guest mporterst, January 16, 2010
    • 4 replies
    • 1.1k views
    • 
    • MWeddell
    • January 26, 2010

41. QACA and 1 Year Wait

    By Guest Pension Girl, January 14, 2010
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • January 26, 2010

42. Do I have to use EPCRS for 415 refund?

    By Guest Kansas, January 25, 2010
    • 4 replies
    • 1.6k views
    • 
    • fiona1
    • January 26, 2010

43. 401(k) testing and remediation

    By Guest ojs000, January 25, 2010
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • January 25, 2010

44. Loans remain with provider, or transfer with plan?

    By 401king, January 20, 2010
    • 12 replies
    • 1.9k views
    • 
    • rcline46
    • January 22, 2010

45. Help with 3b of Form 5300

    By fiona1, January 21, 2010
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • January 21, 2010

46. Forfeiture Account Incorrectly Used

    By Guest koo, January 20, 2010
    • 7 replies
    • 2k views
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    • austin3515
    • January 21, 2010

47. Short Plan Year 415 Limitation

    By Guest NPS Darren, January 20, 2010
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • January 21, 2010

48. Suspending SH Match Mid-Year

    By Guest LmD, January 20, 2010
    • 5 replies
    • 1.7k views
    • 
    • rcline46
    • January 21, 2010

49. Safe Harbor Notice given but plan not signed

    By Guest Pension Girl, January 20, 2010
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 21, 2010

50. Equipment Lease

    By Guest Sayles, January 19, 2010
    • 15 replies
    • 2.2k views
    • 
    • austin3515
    • January 20, 2010