401(k) Plans

19,492 topics in this forum

1. Plan operated contrary to documents for years

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

2. Notice to Interested Parties

   By fiona1, January 28, 2010
   • 6 replies
   • 3.5k views
   • 
   • fiona1
   • January 29, 2010

3. Qualified Plan Distributed Annuity (QPDA)

   By Guest Tom:, January 27, 2010
   • 6 replies
   • 4.4k views
   • 
   • Tom Poje
   • January 29, 2010

4. Beneficiary Designation Voided by Marriage?

   By austin3515, December 3, 2009
   • 19 replies
   • 15.4k views
   • 
   • J Simmons
   • January 29, 2010

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

   By Guest tmills, January 26, 2010
   • 8 replies
   • 3.1k views
   • 
   • Tom Poje
   • January 28, 2010

6. 8a of the 5300

   By fiona1, January 26, 2010
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • January 27, 2010

7. Otherwise Excludable Employees Testing Compensation

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

8. Company has been using Business EIN for Trust

   By Dennis Povloski, January 25, 2010
   • 10 replies
   • 12.1k views
   • 
   • Guest
   • January 27, 2010

9. 401(a)(17) Limit

   By Guest Gumby, January 27, 2010
   • 1 reply
   • 1.1k views
   • 
   • BG5150
   • January 27, 2010

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

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

11. Retired physician receiving compensation

    By Guest JPIngold, January 25, 2010
    • 15 replies
    • 2.2k views
    • 
    • Guest
    • January 27, 2010

12. 1099Misc

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

13. First Universal Health Insurance-Now Universal 401ks

    By goldtpa, January 21, 2010
    • 3 replies
    • 1.1k views
    • 
    • K2retire
    • January 27, 2010

14. Fiduciary? (hardship approvals)

    By austin3515, January 22, 2010
    • 23 replies
    • 4.7k views
    • 
    • J Simmons
    • January 26, 2010

15. Deferral Election Forms for Partners

    By 401 Chaos, January 25, 2010
    • 2 replies
    • 2.1k views
    • 
    • MARYMM
    • January 26, 2010

16. General Testing

    By justatester, January 26, 2010
    • 4 replies
    • 1.6k views
    • 
    • justatester
    • January 26, 2010

17. FMLA accrual question

    By k man, January 25, 2010
    • 2 replies
    • 1.6k views
    • 
    • GMK
    • January 26, 2010

18. Profit Sharing formulas

    By Guest Benmark, January 19, 2010
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • January 26, 2010

19. Retirement Account Records

    By Guest mporterst, January 16, 2010
    • 4 replies
    • 1.2k views
    • 
    • MWeddell
    • January 26, 2010

20. QACA and 1 Year Wait

    By Guest Pension Girl, January 14, 2010
    • 1 reply
    • 1.9k views
    • 
    • MWeddell
    • January 26, 2010

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

    By Guest Kansas, January 25, 2010
    • 4 replies
    • 1.8k views
    • 
    • fiona1
    • January 26, 2010

22. 401(k) testing and remediation

    By Guest ojs000, January 25, 2010
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • January 25, 2010

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

    By 401king, January 20, 2010
    • 12 replies
    • 2k views
    • 
    • rcline46
    • January 22, 2010

24. Help with 3b of Form 5300

    By fiona1, January 21, 2010
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • January 21, 2010

25. Forfeiture Account Incorrectly Used

    By Guest koo, January 20, 2010
    • 7 replies
    • 2.1k views
    • 
    • austin3515
    • January 21, 2010

26. Short Plan Year 415 Limitation

    By Guest NPS Darren, January 20, 2010
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • January 21, 2010

27. Suspending SH Match Mid-Year

    By Guest LmD, January 20, 2010
    • 5 replies
    • 1.9k views
    • 
    • rcline46
    • January 21, 2010

28. Safe Harbor Notice given but plan not signed

    By Guest Pension Girl, January 20, 2010
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • January 21, 2010

29. Equipment Lease

    By Guest Sayles, January 19, 2010
    • 15 replies
    • 2.5k views
    • 
    • austin3515
    • January 20, 2010

30. College Tuition & Hardship

    By Guest SWH, January 20, 2010
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • January 20, 2010

31. Timely ADP Correction Distributions

    By Saiai, January 20, 2010
    • 0 replies
    • 1.1k views
    • 
    • Saiai
    • January 20, 2010

32. Matching Contributions

    By Madison71, January 15, 2010
    • 3 replies
    • 1.4k views
    • 
    • Madison71
    • January 19, 2010

33. Targeted QNEC question

    By BG5150, January 19, 2010
    • 2 replies
    • 2k views
    • 
    • Mike Preston
    • January 19, 2010

34. Transfer to UK

    By four01kman, January 19, 2010
    • 0 replies
    • 1.1k views
    • 
    • four01kman
    • January 19, 2010

35. Money Purchase to 401k

    By Dazednconfused, January 18, 2010
    • 8 replies
    • 1.8k views
    • 
    • D Lewis
    • January 19, 2010

36. Annuity Purchase Rates

    By austin3515, January 18, 2010
    • 8 replies
    • 4.6k views
    • 
    • Tom Poje
    • January 19, 2010

37. Notice to Interested Parties

    By Guest JWB19, January 11, 2010
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 19, 2010

38. Hardship for Medical Bills and Workmans Comp Claim

    By Guest SWH, January 18, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 18, 2010

39. Safe Harbor 401(k) plan deduction

    By John Feldt ERPA CPC QPA, January 13, 2010
    • 11 replies
    • 2.8k views
    • 
    • Kevin C
    • January 18, 2010

40. Corrective distributions from 2d plan?

    By Locust, January 15, 2010
    • 0 replies
    • 1k views
    • 
    • Locust
    • January 15, 2010

41. DOL issues final rule on safe harbor period

    By cdavis25, January 15, 2010
    • 2 replies
    • 1k views
    • 
    • austin3515
    • January 15, 2010

42. incentive to defer - raffle

    By SheilaD, January 11, 2010
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • January 14, 2010

43. Hardship

    By Madison71, January 14, 2010
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • January 14, 2010

44. Refund needed but participant took 401(k) loan

    By fiona1, January 13, 2010
    • 5 replies
    • 1.4k views
    • 
    • fiona1
    • January 14, 2010

45. Catchup and Plan Limits

    By justatester, January 14, 2010
    • 1 reply
    • 997 views
    • 
    • Jim Chad
    • January 14, 2010

46. Self Directed plan investments

    By Gary, December 19, 2009
    • 7 replies
    • 2.1k views
    • 
    • Bird
    • January 14, 2010

47. Conversion to Roth IRA

    By Guest metallic, January 13, 2010
    • 3 replies
    • 1.1k views
    • 
    • GMK
    • January 14, 2010

48. QACA Compensation testing

    By Guest Pension Girl, January 12, 2010
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 13, 2010

49. Need to Change Plan Sponsor

    By waid10, January 12, 2010
    • 1 reply
    • 1.8k views
    • 
    • Kevin C
    • January 13, 2010

50. two jobs-- one with 401K, one with 457-- two maximums?

    By Guest indie doc, November 17, 2007
    • 6 replies
    • 3.8k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2010