401(k) Plans

19,321 topics in this forum

1. 401-k In Service Withdrawal

   By KevinMc, October 21, 2009
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • October 21, 2009

2. 414(s) test failures

   By Guest phy401k, October 21, 2009
   • 3 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • October 21, 2009

3. 401(k) - Loan Default

   By waid10, October 20, 2009
   • 4 replies
   • 2.5k views
   • 
   • masteff
   • October 21, 2009

4. Avoiding Independent Audit Requirement

   By TPA Bob, October 20, 2009
   • 5 replies
   • 1.3k views
   • 
   • TPA Bob
   • October 20, 2009

5. Vesting Changes

   By justatester, October 20, 2009
   • 2 replies
   • 1.6k views
   • 
   • david rigby
   • February 15, 2010

6. loan default

   By Guest Peggy806, October 20, 2009
   • 12 replies
   • 2.2k views
   • 
   • K2retire
   • November 4, 2009

7. Individual Investment Advisor Payment From Personal Accout

   By Guest AnonymousAttorney, October 19, 2009
   • 3 replies
   • 1.1k views
   • 
   • Bird
   • October 20, 2009

8. Where to get an IRA ROTH

   By Guest mlconsumer, October 19, 2009
   • 5 replies
   • 1.1k views
   • 
   • GMK
   • October 20, 2009

9. Running a ADP/ACP Test beyond 12 Months

   By justatester, October 16, 2009
   • 1 reply
   • 984 views
   • 
   • BG5150
   • October 16, 2009

10. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
    • 1 reply
    • 896 views
    • 
    • Guest
    • October 22, 2009

11. New plan, service and age waived, what about 410(b)

    By John Feldt ERPA CPC QPA, October 14, 2009
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • October 14, 2009

12. Which DOL regulation requires that deferrals occur timely?

    By Guest Enda80, October 14, 2009
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • October 14, 2009

13. Does that mean that one would not pass it even if one runs the ACP or ADP test?

    By Guest Enda80, October 13, 2009
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • October 20, 2009

14. Employer terminated 401k plan

    By Guest flgirl, October 13, 2009
    • 9 replies
    • 9.3k views
    • 
    • Bird
    • October 16, 2009

15. 401K Deferrals plus Separate SEP PLan

    By rfahey, October 13, 2009
    • 2 replies
    • 1.2k views
    • 
    • Fisher
    • October 14, 2009

16. Top Heavy contribution required

    By katieinny, October 13, 2009
    • 7 replies
    • 1.4k views
    • 
    • rcline46
    • October 13, 2009

17. I didn't think you could do this

    By PLAN MAN, October 13, 2009
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • October 28, 2009

18. Deferrals made on negative Sch C income

    By Guest fiddler, October 12, 2009
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • October 12, 2009

19. Back to back short years

    By Dazednconfused, October 11, 2009
    • 4 replies
    • 1.4k views
    • 
    • PensionPro
    • October 13, 2009

20. Time taking aim at 401k plans

    By J Simmons, October 11, 2009
    • 23 replies
    • 3.6k views
    • 
    • GMK
    • October 14, 2009

21. True-up Matching Contribution - Employment on Last Day Eligibility Requirement

    By rocknrolls2, October 9, 2009
    • 8 replies
    • 4.9k views
    • 
    • BG5150
    • October 12, 2009

22. Rollover Funds Disbursed

    By Guest WCHB, October 8, 2009
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • October 9, 2009

23. 401k Deduction from Bonus Check

    By Guest koo, October 8, 2009
    • 7 replies
    • 19.3k views
    • 
    • Guest
    • October 9, 2009

24. 401(k) Election Form 404(c) Compliance

    By Guest fatcatsplat, October 8, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 8, 2009

25. Who is the best ERISA attorney in the U.S.

    By Guest koo, October 8, 2009
    • 16 replies
    • 7.7k views
    • 
    • Ron Snyder
    • October 16, 2009

26. did not fund solo mpp and solo 401(k) for years

    By Jim Chad, October 6, 2009
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • October 8, 2009

27. Unusual Coverage Testing and OEE employees

    By buckaroo, October 6, 2009
    • 12 replies
    • 2.8k views
    • 
    • buckaroo
    • October 12, 2009

28. Rolling traditional 401k to Roth 401k - Tax Question

    By Guest cjsmith, October 6, 2009
    • 9 replies
    • 1.5k views
    • 
    • masteff
    • October 7, 2009

29. Capital Call

    By Guest koo, October 5, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 5, 2009

30. Shareholder liability 401k (employer match)

    By Guest koo, October 5, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 5, 2009

31. Non-elective Safe Harbor

    By Dazednconfused, October 2, 2009
    • 6 replies
    • 3.6k views
    • 
    • Guest
    • October 5, 2009

32. Roth deferral percentages

    By Guest durktracy, October 1, 2009
    • 3 replies
    • 1.7k views
    • 
    • jkdoll2
    • October 2, 2009

33. Change to Elig for SH Nonelective Mid-Year

    By Laura Harrington, September 30, 2009
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • October 1, 2009

34. Impermissible investments

    By Guest Iwonder, September 30, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 30, 2009

35. 2009 RMD Waiver - Sample Language

    By Gadgetfreak, September 30, 2009
    • 0 replies
    • 1.3k views
    • 
    • Gadgetfreak
    • September 30, 2009

36. Compensation in LLC

    By Guest Tired TPA, September 30, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 30, 2009

37. 402 (g) limit question

    By Guest Enda80, September 30, 2009
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • September 30, 2009

38. Top heavy

    By Guest Sieve, September 29, 2009
    • 22 replies
    • 2.2k views
    • 
    • Guest
    • May 24, 2010

39. Mid-Year safe Harbor Merger

    By PMC, September 29, 2009
    • 0 replies
    • 1.3k views
    • 
    • PMC
    • September 29, 2009

40. SH QNEC and additoinal NEC

    By justatester, September 29, 2009
    • 9 replies
    • 2k views
    • 
    • Tom Poje
    • October 1, 2009

41. Auto Enroll with No Match

    By Guest RSSJay, September 28, 2009
    • 0 replies
    • 969 views
    • 
    • Guest
    • September 28, 2009

42. eligibility

    By Guest Moira, September 28, 2009
    • 5 replies
    • 1.5k views
    • 
    • K2retire
    • September 29, 2009

43. Roth IRA to QP

    By SMB, September 28, 2009
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • September 29, 2009

44. Outline of concerns regarding the qualification status of my 401k plan

    By Guest Miller426, September 26, 2009
    • 6 replies
    • 1.6k views
    • 
    • Bird
    • September 28, 2009

45. Definition of Compensation for ADP-ACP Test

    By Guest CRM, September 25, 2009
    • 2 replies
    • 5.2k views
    • 
    • MWeddell
    • September 25, 2009

46. Employer Match Forefeitable

    By Guest koo, September 24, 2009
    • 3 replies
    • 1.4k views
    • 
    • MWeddell
    • September 25, 2009

47. QDIA's

    By austin3515, September 24, 2009
    • 0 replies
    • 901 views
    • 
    • austin3515
    • September 24, 2009

48. US Citizens Working in Canada

    By justatester, September 24, 2009
    • 0 replies
    • 942 views
    • 
    • justatester
    • September 24, 2009

49. Hardship/Mother's medical expenses

    By Guest Georgia1, September 24, 2009
    • 2 replies
    • 1.5k views
    • 
    • K2retire
    • September 28, 2009

50. transfer to new investment advisor

    By Guest erisaauditor, September 24, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • September 28, 2009