401(k) Plans

19,334 topics in this forum

1. Payroll Service Stops 401k Deduction in Error

   By DP, September 23, 2009
   • 7 replies
   • 6.5k views
   • 
   • Kevin C
   • October 1, 2009

2. Change to Elig for SH Nonelective Mid-Year

   By Laura Harrington, September 30, 2009
   • 3 replies
   • 1.3k views
   • 
   • Kevin C
   • October 1, 2009

3. Understanding regs for payroll period method in SH plan

   By Guest Miller426, September 24, 2009
   • 17 replies
   • 5.3k views
   • 
   • Bird
   • October 1, 2009

4. gap period income

   By Guest JTK, September 23, 2009
   • 1 reply
   • 1.2k views
   • 
   • fiona1
   • September 30, 2009

5. ACAs, QACAs & EACAs

   By Tom Poje, September 8, 2009
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • September 30, 2009

6. Impermissible investments

   By Guest Iwonder, September 30, 2009
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • September 30, 2009

7. 402 (g) limit question

   By Guest Enda80, September 30, 2009
   • 4 replies
   • 1.6k views
   • 
   • masteff
   • September 30, 2009

8. 2009 RMD Waiver - Sample Language

   By Gadgetfreak, September 30, 2009
   • 0 replies
   • 1.3k views
   • 
   • Gadgetfreak
   • September 30, 2009

9. Compensation in LLC

   By Guest Tired TPA, September 30, 2009
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • September 30, 2009

10. Mid-Year safe Harbor Merger

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

11. Roth IRA to QP

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

12. eligibility

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

13. Auto Enroll with No Match

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

14. transfer to new investment advisor

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

15. 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

16. Hardship/Mother's medical expenses

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

17. SEP and 401(k) Combo

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

18. Employer Match Timing

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

19. Employer Match Forefeitable

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

20. Definition of Compensation for ADP-ACP Test

    By Guest CRM, September 25, 2009
    • 2 replies
    • 5.2k views
    • 
    • MWeddell
    • September 25, 2009

21. Mandatory Match

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

22. QDIA's

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

23. US Citizens Working in Canada

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

24. Controlled Groups and the Transition Rule

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

25. PS allocation before year end

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

26. 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

27. Terminating Plan

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

28. IRC 415(c) limit

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

29. Fiduciary Liability

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

30. 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

31. ADP Testing in multiple employer plan

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

32. Money Purchase Plan

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

33. 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

34. Safe Harbor Match Deposit Deadline

    By Guest jvandyke, September 2, 2009
    • 4 replies
    • 6.9k views
    • 
    • Guest
    • September 22, 2009

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

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

36. Participating Employer Contribution

    By Dougsbpc, September 18, 2009
    • 6 replies
    • 2.4k views
    • 
    • Dougsbpc
    • September 22, 2009

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

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

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

    By Gadgetfreak, September 18, 2009
    • 2 replies
    • 1.2k views
    • 
    • Gadgetfreak
    • September 21, 2009

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

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

40. Enhanced SH Match + Discretionary Match

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

41. Prevailing Wage Fringe into a SIMPLE IRA

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

42. Missed ADP Refund and correction

    By buckaroo, September 11, 2009
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • September 18, 2009

43. Coverage & Participation Fails

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

44. 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

45. Keogh to MEP

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

46. LLP Deposit Deadline

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

47. Rollover from 401K to ROTH IRA

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

48. Amendment Timing

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

49. returning excess allocations

    By Guest nynaeve, September 10, 2009
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • September 11, 2009

50. Controlled Group - One Plan

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