401(k) Plans

19,298 topics in this forum

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

   By Guest Miller426, September 14, 2009
   • 24 replies
   • 2.9k views
   • 
   • K2retire
   • September 21, 2009

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

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

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

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

4. Enhanced SH Match + Discretionary Match

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

5. Prevailing Wage Fringe into a SIMPLE IRA

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

6. Missed ADP Refund and correction

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

7. Coverage & Participation Fails

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

8. 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

9. Keogh to MEP

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

10. LLP Deposit Deadline

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

11. Rollover from 401K to ROTH IRA

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

12. Amendment Timing

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

13. returning excess allocations

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

14. Controlled Group - One Plan

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

15. Control Group/ Testing

    By pixmax, September 10, 2009
    • 6 replies
    • 2k views
    • 
    • Sully
    • September 10, 2009

16. Unincorporated partnership

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

17. Vesting for rehired employees after partial plan termination

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

18. 415 Definition of Compensation

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

19. 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

20. 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
    • 21.9k views
    • 
    • Guest
    • September 9, 2009

21. Fund not accepting liquidation requests

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

22. HELP! - 401(k) Coverage Test

    By Doghouse, September 6, 2009
    • 3 replies
    • 2.5k views
    • 
    • Doghouse
    • September 8, 2009

23. 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

24. QDIA issues

    By pixmax, September 8, 2009
    • 0 replies
    • 1k views
    • 
    • pixmax
    • September 8, 2009

25. Plan covers only HCE's - Safe Harbor Notice Required?

    By Guest SarahB, September 4, 2009
    • 6 replies
    • 1.7k views
    • 
    • K2retire
    • September 8, 2009

26. Contributing while disabled

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

27. Control Group?

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

28. Required match causes ACP failure

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

29. ADP failure - too much refunded to HCEs

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

30. Testing of multiemployer contributions

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

31. Basic SH Match & Discretionary Match

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

32. REA & 1.411(d)-4

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

33. 2008 Payroll Date Cont paid in 2009.

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

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

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

35. Eligibility and Auto Enroll

    By Guest lgm, May 15, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 2009

36. Auto enrollment withdrawals

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

37. Rollover 401k by Israeli Citizen

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

38. Multiple Safe Harbor Formulas

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

39. 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

40. Tiered Safe Harbor Match

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

41. Cut 401k Contirbution Limits?

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

42. HCEs in Stock Acquistion

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

43. 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

44. Eligibility - Salary to Hourly Mid-Year

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

45. Qualified Reservist Distribution apply to QNECs?

    By Trekker, August 26, 2009
    • 0 replies
    • 1.7k views
    • 
    • Trekker
    • August 26, 2009

46. 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

47. PEO Question

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

48. Davis Bacon testing concerns

    By pixmax, August 25, 2009
    • 0 replies
    • 1.4k views
    • 
    • pixmax
    • August 25, 2009

49. Is there a prohibited transaction exemption for this?

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

50. Changing Vesting Schedules By Amendment

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