401(k) Plans

19,275 topics in this forum

1. Mid-Year safe Harbor Merger

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

2. Roth IRA to QP

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

3. eligibility

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

4. Auto Enroll with No Match

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

5. transfer to new investment advisor

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

6. 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

7. Hardship/Mother's medical expenses

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

8. SEP and 401(k) Combo

   By ERISA1, September 22, 2009
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 28, 2009

9. Employer Match Timing

   By Guest koo, September 24, 2009
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • September 28, 2009

10. Employer Match Forefeitable

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

11. Definition of Compensation for ADP-ACP Test

    By Guest CRM, September 25, 2009
    • 2 replies
    • 5.1k views
    • 
    • MWeddell
    • September 25, 2009

12. Mandatory Match

    By Randy Watson, September 22, 2009
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • September 24, 2009

13. QDIA's

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

14. US Citizens Working in Canada

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

15. Controlled Groups and the Transition Rule

    By justatester, September 23, 2009
    • 8 replies
    • 2.7k views
    • 
    • justatester
    • September 24, 2009

16. PS allocation before year end

    By Santo Gold, September 24, 2009
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 24, 2009

17. Payroll Error led to over and under employee Contributions in 2008

    By Alex Daisy, September 23, 2009
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • September 24, 2009

18. Terminating Plan

    By PFranckowiak, September 22, 2009
    • 5 replies
    • 1.5k views
    • 
    • PFranckowiak
    • September 24, 2009

19. IRC 415(c) limit

    By Guest koo, September 23, 2009
    • 3 replies
    • 3.5k views
    • 
    • SheilaD
    • September 24, 2009

20. Fiduciary Liability

    By Randy Watson, September 23, 2009
    • 1 reply
    • 911 views
    • 
    • J Simmons
    • September 23, 2009

21. Profit Sharing for owner who is the only eligible participant

    By Alex Daisy, September 16, 2009
    • 12 replies
    • 1.5k views
    • 
    • Guest
    • September 23, 2009

22. ADP Testing in multiple employer plan

    By RDY2RTR, September 22, 2009
    • 3 replies
    • 2.9k views
    • 
    • RDY2RTR
    • September 23, 2009

23. Money Purchase Plan

    By Guest koo, September 23, 2009
    • 1 reply
    • 932 views
    • 
    • J Simmons
    • September 23, 2009

24. Is this a Discretionary Match that Can Be Reduced Now?

    By 401 Chaos, September 21, 2009
    • 7 replies
    • 2.6k views
    • 
    • K2retire
    • September 22, 2009

25. Safe Harbor Match Deposit Deadline

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

26. Plan Sponsor is Ins. Co. making commisisons on investments in the plan

    By jkharvey, September 22, 2009
    • 2 replies
    • 971 views
    • 
    • Ron Snyder
    • September 22, 2009

27. Participating Employer Contribution

    By Dougsbpc, September 18, 2009
    • 6 replies
    • 2.3k views
    • 
    • Dougsbpc
    • September 22, 2009

28. Must deferrals be stopped if a loan is taken?

    By Guest Miller426, September 14, 2009
    • 24 replies
    • 2.8k views
    • 
    • K2retire
    • September 21, 2009

29. Traditional 401k to Roth 401k or Roth IRS

    By Gadgetfreak, September 18, 2009
    • 2 replies
    • 1.1k views
    • 
    • Gadgetfreak
    • September 21, 2009

30. Pre-tax 401k Rolled into a ROth IRA

    By austin3515, September 14, 2009
    • 12 replies
    • 2.9k views
    • 
    • austin3515
    • September 20, 2009

31. Enhanced SH Match + Discretionary Match

    By Guest notapensiongeek, September 18, 2009
    • 2 replies
    • 974 views
    • 
    • MWeddell
    • September 18, 2009

32. Prevailing Wage Fringe into a SIMPLE IRA

    By Guest Green92, September 18, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 18, 2009

33. Missed ADP Refund and correction

    By buckaroo, September 11, 2009
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • September 18, 2009

34. Coverage & Participation Fails

    By Gadgetfreak, September 16, 2009
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • September 17, 2009

35. Rolling INTO a designated Roth account (Roth 401(k))?

    By Guest Rissa, September 16, 2009
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • September 16, 2009

36. Keogh to MEP

    By Guest FJMISS, September 14, 2009
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • September 16, 2009

37. LLP Deposit Deadline

    By Rob P, September 15, 2009
    • 2 replies
    • 1.4k views
    • 
    • Rob P
    • September 15, 2009

38. Rollover from 401K to ROTH IRA

    By Alex Daisy, September 11, 2009
    • 4 replies
    • 1.2k views
    • 
    • R. Butler
    • September 11, 2009

39. Amendment Timing

    By Stash026, September 11, 2009
    • 1 reply
    • 1k views
    • 
    • Guest
    • September 11, 2009

40. returning excess allocations

    By Guest nynaeve, September 10, 2009
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • September 11, 2009

41. Controlled Group - One Plan

    By PFranckowiak, September 10, 2009
    • 1 reply
    • 1.1k views
    • 
    • Laura Harrington
    • September 10, 2009

42. Control Group/ Testing

    By pixmax, September 10, 2009
    • 6 replies
    • 1.9k views
    • 
    • Sully
    • September 10, 2009

43. Unincorporated partnership

    By Belgarath, September 10, 2009
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • September 10, 2009

44. Vesting for rehired employees after partial plan termination

    By taxllm, September 10, 2009
    • 1 reply
    • 2.3k views
    • 
    • PensionPro
    • September 10, 2009

45. 415 Definition of Compensation

    By ERISA25, September 9, 2009
    • 4 replies
    • 7.5k views
    • 
    • Guest
    • September 10, 2009

46. Can a Key/HCE receive a reduced Safe Harbor Match?

    By Guest PensionPrincess, September 8, 2009
    • 5 replies
    • 1.2k views
    • 
    • rcline46
    • September 10, 2009

47. Must a partner draw a salary and receive a W-2 to participate in a 401k plan?

    By Guest longterminvestor, September 8, 2009
    • 7 replies
    • 21.8k views
    • 
    • Guest
    • September 9, 2009

48. Fund not accepting liquidation requests

    By K2retire, September 8, 2009
    • 3 replies
    • 1k views
    • 
    • mbozek
    • September 8, 2009

49. HELP! - 401(k) Coverage Test

    By Doghouse, September 6, 2009
    • 3 replies
    • 2.4k views
    • 
    • Doghouse
    • September 8, 2009

50. 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