401(k) Plans

19,276 topics in this forum

1. I made a DUMB mistake and wonder if anybody has any ideas for saving my butt?

   By RayJJohnsonJr, September 4, 2009
   • 5 replies
   • 1.5k views
   • 
   • MWeddell
   • September 8, 2009

2. Control Group?

   By 401king, September 4, 2009
   • 3 replies
   • 1.2k views
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   • R. Butler
   • September 4, 2009

3. ADP failure - too much refunded to HCEs

   By Guest Rags, September 3, 2009
   • 1 reply
   • 1.7k views
   • 
   • Tom Poje
   • September 4, 2009

4. Testing of multiemployer contributions

   By Guest hyper, September 3, 2009
   • 0 replies
   • 861 views
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   • Guest
   • September 3, 2009

5. Required match causes ACP failure

   By Belgarath, September 2, 2009
   • 10 replies
   • 2.1k views
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   • Tom Poje
   • September 4, 2009

6. Safe Harbor Match Deposit Deadline

   By Guest jvandyke, September 2, 2009
   • 4 replies
   • 6.8k views
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   • Guest
   • September 22, 2009

7. 2008 Payroll Date Cont paid in 2009.

   By Alex Daisy, September 1, 2009
   • 1 reply
   • 911 views
   • 
   • david rigby
   • September 1, 2009

8. Employer (not the plan) pays the life insurance premiums

   By jkharvey, September 1, 2009
   • 4 replies
   • 1.2k views
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   • Bird
   • September 1, 2009

9. Basic SH Match & Discretionary Match

   By Guest 4:15 Limit, August 31, 2009
   • 5 replies
   • 1.7k views
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   • MWeddell
   • September 3, 2009

10. Auto enrollment withdrawals

    By Dazednconfused, August 31, 2009
    • 0 replies
    • 1.1k views
    • 
    • Dazednconfused
    • August 31, 2009

11. New safe harbor plan for 2009

    By Guest Georgia1, August 31, 2009
    • 12 replies
    • 1.5k views
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    • Guest
    • February 5, 2010

12. Multiple Safe Harbor Formulas

    By Guest mbw, August 28, 2009
    • 4 replies
    • 1.2k views
    • 
    • MWeddell
    • August 31, 2009

13. Avoiding(?) True-ups on Catch-Ups in Safe Harbor Plan?

    By Guest EEC1, August 28, 2009
    • 7 replies
    • 1.8k views
    • 
    • GMK
    • August 28, 2009

14. Cut 401k Contirbution Limits?

    By goldtpa, August 27, 2009
    • 5 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 28, 2009

15. Tiered Safe Harbor Match

    By Guest Grumpy456, August 27, 2009
    • 4 replies
    • 4k views
    • 
    • Guest
    • August 28, 2009

16. Rollover 401k by Israeli Citizen

    By Guest scott34, August 27, 2009
    • 4 replies
    • 2.1k views
    • 
    • MWeddell
    • August 31, 2009

17. HCEs in Stock Acquistion

    By justatester, August 27, 2009
    • 0 replies
    • 884 views
    • 
    • justatester
    • August 27, 2009

18. SEP AND 401k - in same year

    By Zoey, August 27, 2009
    • 11 replies
    • 13k views
    • 
    • jevd
    • July 30, 2010

19. Plan Sponsor Bankruptcy - Deduction/Charging of Fees by Service Provider

    By Guest CaptainMarvel, August 26, 2009
    • 3 replies
    • 1.8k views
    • 
    • J Simmons
    • August 27, 2009

20. Qualified Reservist Distribution apply to QNECs?

    By Trekker, August 26, 2009
    • 0 replies
    • 1.6k views
    • 
    • Trekker
    • August 26, 2009

21. Davis Bacon testing concerns

    By pixmax, August 25, 2009
    • 0 replies
    • 1.3k views
    • 
    • pixmax
    • August 25, 2009

22. REA & 1.411(d)-4

    By ERISA25, August 25, 2009
    • 7 replies
    • 2.7k views
    • 
    • Mike Preston
    • September 2, 2009

23. Is there a prohibited transaction exemption for this?

    By jkharvey, August 25, 2009
    • 1 reply
    • 980 views
    • 
    • Belgarath
    • August 25, 2009

24. Eligibility - Salary to Hourly Mid-Year

    By 401king, August 24, 2009
    • 4 replies
    • 1.3k views
    • 
    • MWeddell
    • August 27, 2009

25. Can priest elect not to receive profit sharing contribution?

    By Guest Rags, August 23, 2009
    • 2 replies
    • 1.3k views
    • 
    • Ron Snyder
    • August 25, 2009

26. Can you exclude a named individual from a qualified retirement plan?

    By Guest rlt4, August 21, 2009
    • 2 replies
    • 2.2k views
    • 
    • MWeddell
    • August 24, 2009

27. QACA Mid Year Change?

    By PMC, August 21, 2009
    • 1 reply
    • 2.1k views
    • 
    • MWeddell
    • August 24, 2009

28. Changing Vesting Schedules By Amendment

    By Gadgetfreak, August 21, 2009
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • August 24, 2009

29. Contributing while disabled

    By Guest Pennysaver, August 20, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 4, 2009

30. severance payment paid prior to termination of employment

    By Guest rlt4, August 19, 2009
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • August 20, 2009

31. 401(k) deferrals on imputed income

    By Guest rlt4, August 19, 2009
    • 7 replies
    • 15.5k views
    • 
    • MARYMM
    • October 5, 2010

32. Change in SH contribution type

    By Guest PCS Inc, August 19, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 20, 2009

33. Safe Harbor NEC for eligible EE who quits mid-year...

    By J Simmons, August 19, 2009
    • 3 replies
    • 2.2k views
    • 
    • J Simmons
    • August 19, 2009

34. How to view Incentive Stock Options for 401(k) Comp Purposes

    By 401 Chaos, August 18, 2009
    • 1 reply
    • 5.7k views
    • 
    • Guest
    • August 21, 2009

35. Top Heavy Minimum

    By Guest lap716, August 18, 2009
    • 1 reply
    • 971 views
    • 
    • PensionPro
    • August 18, 2009

36. 401k Amendments

    By Guest sally26, August 18, 2009
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • August 18, 2009

37. Employer Matching Contribution for 401K

    By Guest Beth2009, August 18, 2009
    • 6 replies
    • 1.9k views
    • 
    • BG5150
    • August 19, 2009

38. Frozen PS Plans

    By Guest SuzieQNEC, August 15, 2009
    • 1 reply
    • 1.2k views
    • 
    • PensionPro
    • August 15, 2009

39. Safe harbor match stopped in mid year

    By Santo Gold, August 14, 2009
    • 1 reply
    • 2.1k views
    • 
    • J Simmons
    • August 14, 2009

40. SSA Letter -Participants wants $$$

    By PFranckowiak, August 14, 2009
    • 3 replies
    • 2k views
    • 
    • mbozek
    • August 15, 2009

41. Correcting failed ADP test with transfer to 403b plan

    By Pam S., August 14, 2009
    • 2 replies
    • 1.3k views
    • 
    • Pam S.
    • August 18, 2009

42. Freezing a fund inside a dc plan

    By ERISA25, August 13, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 14, 2009

43. PEO Question

    By Guest Powers, August 13, 2009
    • 2 replies
    • 927 views
    • 
    • Ron Snyder
    • August 25, 2009

44. AutoEnroll and Matching Contributions

    By Guest caseyb, August 11, 2009
    • 1 reply
    • 975 views
    • 
    • GMK
    • August 12, 2009

45. Short Plan Year and coverage failure

    By John Feldt ERPA CPC QPA, August 11, 2009
    • 10 replies
    • 2k views
    • 
    • Laura Harrington
    • August 13, 2009

46. plan amendment for 415

    By Gary, August 11, 2009
    • 3 replies
    • 1.7k views
    • 
    • KJohnson
    • August 11, 2009

47. Off Calendar Limits

    By Jay3, August 10, 2009
    • 1 reply
    • 956 views
    • 
    • Tom Poje
    • August 11, 2009

48. Primerica as Plan Investment Advisor

    By Guest caseyb, August 10, 2009
    • 3 replies
    • 2k views
    • 
    • GBurns
    • August 11, 2009

49. Safe Harbor Nonelective Contributions

    By 12AX7, August 10, 2009
    • 10 replies
    • 1.5k views
    • 
    • 12AX7
    • August 12, 2009

50. Safe Harbor Nonelective and inclusion of ineligible EE

    By Guest dhall, August 10, 2009
    • 2 replies
    • 997 views
    • 
    • WDIK
    • August 11, 2009