401(k) Plans

19,491 topics in this forum

1. IRS questionnaire

   By PAL, February 18, 2010
   • 2 replies
   • 1.4k views
   • 
   • PAL
   • February 19, 2010

2. Service

   By fiona1, February 18, 2010
   • 1 reply
   • 1.1k views
   • 
   • J Simmons
   • February 19, 2010

3. Odd Issue

   By Guest elang, February 18, 2010
   • 6 replies
   • 1.3k views
   • 
   • david rigby
   • February 19, 2010

4. Vesting Change

   By Guest Pension Girl, February 18, 2010
   • 1 reply
   • 2.3k views
   • 
   • Tom Poje
   • February 19, 2010

5. what to do with forfeitures

   By Gudgergirl, February 17, 2010
   • 3 replies
   • 1.7k views
   • 
   • jpod
   • February 17, 2010

6. 401(a)(4) Rate Group Testing

   By Guest elang, February 16, 2010
   • 2 replies
   • 2.3k views
   • 
   • Tom Poje
   • February 17, 2010

7. ADP - ACP Failure

   By Lou S., February 12, 2010
   • 2 replies
   • 1.9k views
   • 
   • Lou S.
   • February 16, 2010

8. Vesting Schedule and anti Cutback rules

   By Alex Daisy, September 10, 2008
   • 15 replies
   • 12.3k views
   • 
   • 401 Chaos
   • February 16, 2010

9. Employer contributions after rollover

   By Guest Aubie, February 15, 2010
   • 4 replies
   • 1.7k views
   • 
   • BG5150
   • February 16, 2010

10. Vesting Changes

    By justatester, October 20, 2009
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • February 15, 2010

11. DOL 401k Deposits Safe Harbpr

    By austin3515, February 15, 2010
    • 8 replies
    • 1.5k views
    • 
    • masteff
    • February 15, 2010

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

    By davef, February 11, 2010
    • 3 replies
    • 2.1k views
    • 
    • austin3515
    • February 12, 2010

13. Forfeitures to fund late earnings ?

    By Guest jvandyke, February 12, 2010
    • 1 reply
    • 2.4k views
    • 
    • Lou S.
    • February 12, 2010

14. PPA and Quarterly Statements

    By Dazednconfused, February 11, 2010
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • February 12, 2010

15. Plan Amendment Question

    By Madison71, February 11, 2010
    • 2 replies
    • 1.2k views
    • 
    • Madison71
    • February 11, 2010

16. HCE-Attribution

    By PFranckowiak, February 10, 2010
    • 2 replies
    • 3.7k views
    • 
    • PFranckowiak
    • February 11, 2010

17. Union to Non-Union Promotion - Distributable Event

    By Guest kdddk14, February 10, 2010
    • 1 reply
    • 1.7k views
    • 
    • Jean
    • February 10, 2010

18. Safe Harbor Nonelective & QNEC

    By Guest Margaret25, February 9, 2010
    • 2 replies
    • 2.2k views
    • 
    • Kevin C
    • February 9, 2010

19. ADP Test - missed deferrals

    By blue, February 9, 2010
    • 0 replies
    • 1.1k views
    • 
    • blue
    • February 9, 2010

20. 3rd Party Sickpay

    By austin3515, February 6, 2010
    • 4 replies
    • 1.6k views
    • 
    • Belgarath
    • February 9, 2010

21. Weird Matching Contribution Allocation Formula Issue

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

22. Plan merger & ADP testing

    By Guest Amy Marie, February 8, 2010
    • 1 reply
    • 2.3k views
    • 
    • Kevin C
    • February 9, 2010

23. ADP - Additional failures

    By Guest andmik, February 8, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 8, 2010

24. Payroll deduction error

    By MoShawn, February 4, 2010
    • 7 replies
    • 2.4k views
    • 
    • MoShawn
    • February 8, 2010

25. QNEC

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

26. Prevailing Wage off-set

    By Guest Ken C, June 28, 2007
    • 4 replies
    • 3.4k views
    • 
    • R. Butler
    • February 8, 2010

27. 401k plan amends to charge participant a distribution fee

    By jkharvey, February 5, 2010
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • February 7, 2010

28. New safe harbor plan for 2009

    By Guest Georgia1, August 31, 2009
    • 12 replies
    • 1.6k views
    • 
    • Guest
    • February 5, 2010

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

    By Guest nancy814, February 5, 2010
    • 2 replies
    • 2.1k views
    • 
    • Logan401
    • February 5, 2010

30. Affiliated Service Group?

    By Dennis Povloski, February 5, 2010
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • February 5, 2010

31. Discontinued Contributions

    By John Feldt ERPA CPC QPA, March 24, 2009
    • 5 replies
    • 2.1k views
    • 
    • Kevin C
    • February 5, 2010

32. PLAN MERGER

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

33. New Comparability Plan

    By Alex Daisy, February 2, 2010
    • 9 replies
    • 2.2k views
    • 
    • Mike Preston
    • February 5, 2010

34. Mid-Year Change to Safe Harbor Plan

    By PMC, January 22, 2010
    • 3 replies
    • 4.1k views
    • 
    • Kevin C
    • February 4, 2010

35. Top-Heavy or Not Top-Heavy

    By Guest 4:15 Limit, February 4, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • February 4, 2010

36. Control Group and Plan Termination

    By Guest fidelityrose, January 26, 2010
    • 2 replies
    • 3.1k views
    • 
    • Guest
    • February 4, 2010

37. Required Minimum Distribution-2010

    By jala, February 2, 2010
    • 5 replies
    • 1.8k views
    • 
    • jala
    • February 4, 2010

38. But I forgot...

    By SoCalActuary, February 4, 2010
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • February 4, 2010

39. Mergering 401(k) plans

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

40. Severance

    By pixmax, February 4, 2010
    • 0 replies
    • 1.1k views
    • 
    • pixmax
    • February 4, 2010

41. Compensation for a Partner

    By Alex Daisy, February 1, 2010
    • 6 replies
    • 5.4k views
    • 
    • austin3515
    • February 3, 2010

42. Restricted Stock

    By fiona1, February 3, 2010
    • 0 replies
    • 2.3k views
    • 
    • fiona1
    • February 3, 2010

43. Controlled Group Partial Plan Termination

    By PFranckowiak, February 2, 2010
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • February 2, 2010

44. Change in vesting schedule

    By Doghouse, February 2, 2010
    • 0 replies
    • 1.3k views
    • 
    • Doghouse
    • February 2, 2010

45. Normal Retirement Age

    By k man, February 2, 2010
    • 0 replies
    • 1.3k views
    • 
    • k man
    • February 2, 2010

46. Minimum Loan Amount

    By Guest andmik, January 28, 2010
    • 12 replies
    • 9k views
    • 
    • K2retire
    • February 2, 2010

47. 401(a) Plan

    By Guest Form5500Guru™, January 31, 2010
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • February 1, 2010

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

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

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

    By cpc0506, January 29, 2010
    • 2 replies
    • 1.7k views
    • 
    • MSN
    • January 29, 2010

50. Plan operated contrary to documents for years

    By J Simmons, January 27, 2010
    • 5 replies
    • 1.4k views
    • 
    • Jim Chad
    • January 29, 2010