401(k) Plans

19,413 topics in this forum

1. Switch from safe harbor matching plan to safe harbor 3%

   By Guest rdemyan, December 24, 2009
   • 3 replies
   • 1.6k views
   • 
   • Tom Poje
   • December 29, 2009

2. Special Tax Notice

   By austin3515, December 29, 2009
   • 1 reply
   • 1.1k views
   • 
   • 401king
   • December 29, 2009

3. Required Amendments

   By Stash026, December 28, 2009
   • 1 reply
   • 1.9k views
   • 
   • Kevin C
   • December 29, 2009

4. Terminates 401(k), starts a new PS plan

   By John Feldt ERPA CPC QPA, December 28, 2009
   • 3 replies
   • 1.2k views
   • 
   • rcline46
   • December 29, 2009

5. Eliminating Safe Harbor Match

   By R. Butler, December 28, 2009
   • 2 replies
   • 1.5k views
   • 
   • Tom Poje
   • December 28, 2009

6. Matching contributions after comp limit

   By Guest Phineas, December 5, 2009
   • 9 replies
   • 3.4k views
   • 
   • masteff
   • December 28, 2009

7. K1s and W2s

   By CJS07, December 23, 2009
   • 3 replies
   • 2k views
   • 
   • Bird
   • December 25, 2009

8. handling tardy reimbursement of fee overcharges

   By Guest Iwonder, December 24, 2009
   • 1 reply
   • 1k views
   • 
   • TPAMan
   • December 24, 2009

9. late in year sorry

   By Guest ?pensionguy, December 23, 2009
   • 1 reply
   • 1.1k views
   • 
   • Jim Chad
   • December 24, 2009

10. Investments in Real Estate

    By Madison71, December 23, 2009
    • 2 replies
    • 1.1k views
    • 
    • K2retire
    • December 23, 2009

11. 401(k) plan and profit sharing

    By Guest browntrout, December 22, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • December 23, 2009

12. Hardship Withdrawal Error

    By Guest russella0829, December 23, 2009
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • December 23, 2009

13. Dividend payment election

    By Guest NGG53, December 22, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 22, 2009

14. 415 Safe Harbor Compensation

    By Madison71, December 22, 2009
    • 1 reply
    • 2.7k views
    • 
    • Madison71
    • December 22, 2009

15. terminating a self administered 401k plan...

    By Guest Carl C, December 22, 2009
    • 1 reply
    • 1.7k views
    • 
    • Bird
    • December 22, 2009

16. Operational Logistics

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

17. Surveys re: match, match suspension

    By Guest caseyb, December 17, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 21, 2009

18. Tips and Deferrals

    By Randy Watson, June 22, 2006
    • 5 replies
    • 4.1k views
    • 
    • MWeddell
    • December 21, 2009

19. Amending out of EACA

    By K2retire, December 21, 2009
    • 0 replies
    • 1.3k views
    • 
    • K2retire
    • December 21, 2009

20. New TPA: what is transferred?

    By Guest Key Lime Pie, December 12, 2009
    • 24 replies
    • 3.7k views
    • 
    • Below Ground
    • December 21, 2009

21. Plan Sponsor's cost reduction

    By Guest Iwonder, December 16, 2009
    • 7 replies
    • 1.3k views
    • 
    • cpc0506
    • December 20, 2009

22. Top-paid election

    By ERISA25, December 8, 2009
    • 9 replies
    • 5.5k views
    • 
    • 12AX7
    • December 18, 2009

23. QACA safe harbor with delayed match eligibility

    By MWeddell, December 18, 2009
    • 0 replies
    • 1.5k views
    • 
    • MWeddell
    • December 18, 2009

24. 414s problem

    By pixmax, December 17, 2009
    • 2 replies
    • 1.2k views
    • 
    • 12AX7
    • December 18, 2009

25. BRF Testing

    By justatester, December 18, 2009
    • 5 replies
    • 3.1k views
    • 
    • MWeddell
    • December 18, 2009

26. Bonuses and Dollar Amount Deferrals

    By Guest shm3803, December 17, 2009
    • 2 replies
    • 1.2k views
    • 
    • hr for me
    • December 17, 2009

27. Multiple Employer Plan - one sponsor discontinues

    By Guest Moira, December 2, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 16, 2009

28. Form 1099-R

    By Guest Phineas, December 15, 2009
    • 2 replies
    • 1.6k views
    • 
    • GMK
    • December 15, 2009

29. Shifting Elective Deferrals

    By austin3515, December 11, 2009
    • 7 replies
    • 3.4k views
    • 
    • MWeddell
    • December 15, 2009

30. Key/HCE?

    By pixmax, December 14, 2009
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • December 14, 2009

31. Form 945

    By Dazednconfused, December 14, 2009
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • December 14, 2009

32. Form 5330 dates

    By Guest Peggy806, December 11, 2009
    • 1 reply
    • 976 views
    • 
    • JanetM
    • December 12, 2009

33. YOS credited when?

    By Guest JPIngold, December 11, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 11, 2009

34. Contingent Benefit Rule

    By Guest StephenJ7976, December 11, 2009
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • December 11, 2009

35. Self directed plan

    By Gary, December 11, 2009
    • 0 replies
    • 871 views
    • 
    • Gary
    • December 11, 2009

36. Notice Requirements for Additional Benefits in Safe Harbor Plan

    By Guest W Waldan Lloyd, December 11, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 11, 2009

37. Easy Question - I'm Really Slow Today

    By Madison71, December 10, 2009
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • December 10, 2009

38. Fiduciary Rating

    By Guest Guy Incognito, December 10, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 10, 2009

39. Rehired by a new employer

    By Guest JPIngold, December 7, 2009
    • 5 replies
    • 1.3k views
    • 
    • david rigby
    • December 10, 2009

40. Timing of Auto Enrollment Required Notice

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

41. 402(g) and Catch Up

    By justatester, December 9, 2009
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 9, 2009

42. Compensation

    By Guest kgsingletary, April 17, 2003
    • 2 replies
    • 3.9k views
    • 
    • AmyR
    • December 9, 2009

43. Top Heavy

    By Jay3, December 7, 2009
    • 1 reply
    • 1.1k views
    • 
    • MSN
    • December 8, 2009

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

    By mming, December 3, 2009
    • 7 replies
    • 2k views
    • 
    • Bird
    • December 8, 2009

45. 1099's for Failed ADP Test - EE Paid Out

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

46. Off year ADP failure

    By Dazednconfused, December 4, 2009
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • December 7, 2009

47. Amending a 401k plan to allow for borrowing

    By Guest Carl C, December 4, 2009
    • 4 replies
    • 1.8k views
    • 
    • austin3515
    • December 7, 2009

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

    By Peter Gulia, December 3, 2009
    • 13 replies
    • 2k views
    • 
    • Peter Gulia
    • December 5, 2009

49. Directed Trustee

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

50. Mandatory contribution to 401(k)

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