401(k) Plans

19,276 topics in this forum

1. Return from Military Leave - Right to Make up if Not Deferring Before Military Leave?

   By rocknrolls2, July 17, 2009
   • 2 replies
   • 1.4k views
   • 
   • rocknrolls2
   • July 17, 2009

2. Late Deposit or Not?-Form 5500

   By Guest Lawrenceg, July 17, 2009
   • 15 replies
   • 4.1k views
   • 
   • Kevin C
   • August 17, 2009

3. Doctors want to contribute different percentages to the plan

   By katieinny, July 17, 2009
   • 4 replies
   • 1.1k views
   • 
   • J Simmons
   • July 17, 2009

4. Related Rollover?

   By Guest BarbaraG, July 16, 2009
   • 4 replies
   • 6.2k views
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   • Laura Harrington
   • July 17, 2009

5. Hardship Distribution Safe Harbor Rule

   By CAR, July 15, 2009
   • 2 replies
   • 4.5k views
   • 
   • Guest
   • July 19, 2009

6. Definition of "Related Educational Fees" for purposes of 401(k) hardship distribution

   By Guest BL333, July 15, 2009
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • July 15, 2009

7. How to fix this mess?

   By Guest Zephyr, July 15, 2009
   • 11 replies
   • 2.3k views
   • 
   • K2retire
   • July 21, 2009

8. Excess Salary Deferrals

   By Dougsbpc, July 15, 2009
   • 2 replies
   • 3.2k views
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   • BG5150
   • July 15, 2009

9. Coverage and BRF Testing

   By justatester, July 14, 2009
   • 4 replies
   • 1.6k views
   • 
   • justatester
   • July 16, 2009

10. ACA Mid Year

    By Doghouse, July 10, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 10, 2009

11. HEART ACT

    By LIBERTYKID, July 10, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 15, 2009

12. Plan document restatement

    By Gary, July 10, 2009
    • 3 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • July 10, 2009

13. Plan or No Plan?

    By Guest CygnusX1, July 9, 2009
    • 11 replies
    • 1.7k views
    • 
    • Guest
    • August 20, 2010

14. Loan requirements/in-service distribution

    By Guest Peggy806, July 8, 2009
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • July 10, 2009

15. Severance pay and deferrals

    By Guest Peggy806, July 8, 2009
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • July 8, 2009

16. BRF Testing

    By Guest justatester2, July 8, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 24, 2009

17. Comparitive Statements

    By Guest EWESTENBERGER, July 7, 2009
    • 0 replies
    • 900 views
    • 
    • Guest
    • July 7, 2009

18. Full Scope Audit

    By Guest scott34, July 7, 2009
    • 14 replies
    • 4k views
    • 
    • Guest
    • July 17, 2009

19. Vesting Question

    By Guest Powers, July 7, 2009
    • 1 reply
    • 1k views
    • 
    • WDIK
    • July 7, 2009

20. Coverage Failure - 401k

    By Guest RS182, July 6, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 6, 2009

21. Auto enrollment, withdrawal, ADP and 5500

    By Dazednconfused, July 2, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 3, 2009

22. Bussiness Hardship & safe harbor contribution

    By blue, July 2, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 3, 2009

23. New Safe Harbor 401(k)

    By Dougsbpc, July 2, 2009
    • 17 replies
    • 5.2k views
    • 
    • Guest
    • July 17, 2009

24. 7 Year Graded Vesting

    By Alex Daisy, July 1, 2009
    • 6 replies
    • 5.5k views
    • 
    • Kevin C
    • July 2, 2009

25. Amendment of Match Formula

    By Guest dms9999, July 1, 2009
    • 4 replies
    • 2k views
    • 
    • Guest
    • July 2, 2009

26. Post-severance compensation

    By M Norton, July 1, 2009
    • 4 replies
    • 1.5k views
    • 
    • PLAN MAN
    • July 2, 2009

27. Generic or Customized Enrollment Booklets

    By Gadgetfreak, July 1, 2009
    • 2 replies
    • 1.7k views
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    • Gadgetfreak
    • July 1, 2009

28. Safe Harbor Plans

    By Guest andmik, July 1, 2009
    • 4 replies
    • 1.2k views
    • 
    • Jim Chad
    • July 3, 2009

29. Maintain Salary Deferral Election Forms?

    By Guest TPAStacey, July 1, 2009
    • 6 replies
    • 3.3k views
    • 
    • K2retire
    • July 1, 2009

30. Participant Statement Due Dates

    By Dazednconfused, June 30, 2009
    • 1 reply
    • 1.7k views
    • 
    • J Simmons
    • July 1, 2009

31. Discontinue SH Nonelective

    By austin3515, June 30, 2009
    • 1 reply
    • 833 views
    • 
    • Jim Chad
    • July 1, 2009

32. moving money out of a plan

    By Santo Gold, June 30, 2009
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • July 1, 2009

33. safe harbor 401k plan

    By Oh so SIMPLE, June 30, 2009
    • 4 replies
    • 3.6k views
    • 
    • J Simmons
    • July 2, 2009

34. Successor Plan?

    By cathyw, June 30, 2009
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • June 30, 2009

35. Payment of non-spouse beneficiary

    By austin3515, June 30, 2009
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • June 30, 2009

36. June 30 plan year end

    By John Feldt ERPA CPC QPA, June 29, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 3, 2009

37. 415 limit off-calendar year plan

    By Guest Peggy806, June 29, 2009
    • 4 replies
    • 2.2k views
    • 
    • Bill Presson
    • July 2, 2009

38. Timing of suspending safe harbor match

    By Laura Harrington, June 29, 2009
    • 3 replies
    • 2k views
    • 
    • Kevin C
    • June 30, 2009

39. New Plan in 2009

    By Gary, June 26, 2009
    • 2 replies
    • 896 views
    • 
    • John Feldt ERPA CPC QPA
    • June 29, 2009

40. Safe Harbor Matching Contributions and ADP/ACP Testing

    By Guest jvajj, June 26, 2009
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • June 29, 2009

41. 401(k) deferrals and SH Match based on wrong compensation

    By rodin011, June 26, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 30, 2009

42. Revenue Ruling 77-200 adn 91-4

    By blue, June 25, 2009
    • 1 reply
    • 8.4k views
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    • jevd
    • June 26, 2009

43. rule of parity

    By austin3515, June 25, 2009
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • June 29, 2009

44. Question about controlled groups

    By Guest ANON-MD, June 25, 2009
    • 8 replies
    • 1.3k views
    • 
    • Guest
    • June 26, 2009

45. Failing Coverage in 401(k) Safe Harbor Plan

    By Guest Golden K, June 25, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 25, 2009

46. In-service distribution on account of disablity

    By blue, June 24, 2009
    • 0 replies
    • 1.2k views
    • 
    • blue
    • June 24, 2009

47. VFCP Calculator - Late 401k Deposits - 5500 - 5300

    By Guest rps1995, June 24, 2009
    • 0 replies
    • 3.6k views
    • 
    • Guest
    • June 24, 2009

48. Maximizing HCEs while Minimizing NHCEs

    By Guest NewB, June 24, 2009
    • 1 reply
    • 1.5k views
    • 
    • K2retire
    • June 25, 2009

49. Controlled Group Status Change

    By PMC, June 24, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 8, 2009

50. What is proper key employee compensation for a fiscal year plan?

    By Guest 410b, June 24, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • June 25, 2009