401(k) Plans

19,299 topics in this forum

1. Changing Vesting Schedules By Amendment

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

2. QACA Mid Year Change?

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

3. 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

4. Deferring before eligible

   By Guest CGBS, February 24, 2000
   • 11 replies
   • 4.2k views
   • 
   • Guest
   • August 21, 2009

5. 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

6. Change in SH contribution type

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

7. severance payment paid prior to termination of employment

   By Guest rlt4, August 19, 2009
   • 4 replies
   • 3k views
   • 
   • Guest
   • August 20, 2009

8. Employer Matching Contribution for 401K

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

9. Rollover Contribution to Frozen Plan

   By Guest AEA, April 14, 2006
   • 2 replies
   • 2.4k views
   • 
   • ERISA25
   • August 19, 2009

10. 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

11. Top Heavy Minimum

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

12. 401k Amendments

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

13. 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

14. Late Deposit or Not?-Form 5500

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

15. Early Retirement in DC Plan

    By Guest new2this, May 23, 2009
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • August 17, 2009

16. Frozen PS Plans

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

17. SSA Letter -Participants wants $$$

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

18. Failure to suspend deferrals following hardship withdrawal

    By Belgarath, September 13, 2006
    • 6 replies
    • 2.9k views
    • 
    • Zoey
    • August 15, 2009

19. Safe harbor match stopped in mid year

    By Santo Gold, August 14, 2009
    • 1 reply
    • 2.2k views
    • 
    • J Simmons
    • August 14, 2009

20. Freezing a fund inside a dc plan

    By ERISA25, August 13, 2009
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 14, 2009

21. Short Plan Year and coverage failure

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

22. Hardship Distribution Suspension

    By Guest JFBEARB, July 17, 2002
    • 5 replies
    • 10.1k views
    • 
    • MWeddell
    • August 12, 2009

23. Inclusion in ACP test

    By rcline46, August 7, 2009
    • 6 replies
    • 2.7k views
    • 
    • MWeddell
    • August 12, 2009

24. Aggregation of Plan for Top Heavy

    By Lori Foresz, February 11, 2009
    • 10 replies
    • 3.5k views
    • 
    • jpod
    • August 12, 2009

25. AutoEnroll and Matching Contributions

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

26. Safe Harbor Nonelective Contributions

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

27. plan amendment for 415

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

28. Safe Harbor Nonelective and inclusion of ineligible EE

    By Guest dhall, August 10, 2009
    • 2 replies
    • 1k views
    • 
    • WDIK
    • August 11, 2009

29. Off Calendar Limits

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

30. Primerica as Plan Investment Advisor

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

31. Employer Deposit Deadline Change?

    By Guest CSTS, August 6, 2009
    • 2 replies
    • 1.1k views
    • 
    • jkdoll2
    • August 10, 2009

32. HCE determination and comp limits for 2009

    By buckaroo, August 7, 2009
    • 5 replies
    • 3.7k views
    • 
    • buckaroo
    • August 10, 2009

33. ACP test questions

    By Guest saddiew, August 8, 2009
    • 1 reply
    • 1.7k views
    • 
    • K2retire
    • August 8, 2009

34. QDRO for Top Hat Plan

    By ERISA25, August 6, 2009
    • 4 replies
    • 2.6k views
    • 
    • mbozek
    • August 7, 2009

35. HCE Determination with a Stock Deal

    By justatester, August 6, 2009
    • 0 replies
    • 937 views
    • 
    • justatester
    • August 6, 2009

36. Fidelity Bond

    By PFranckowiak, August 5, 2009
    • 2 replies
    • 1.4k views
    • 
    • PFranckowiak
    • August 6, 2009

37. New eligible group

    By Guest Philip2, August 5, 2009
    • 1 reply
    • 976 views
    • 
    • J Simmons
    • August 6, 2009

38. Union employees

    By fiona1, August 5, 2009
    • 0 replies
    • 1k views
    • 
    • fiona1
    • August 5, 2009

39. Safe Harbor Plan

    By Guest Pension Girl, August 4, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • August 5, 2009

40. merger safe harbor plan and non safe harbor plan

    By k man, August 3, 2009
    • 2 replies
    • 1.5k views
    • 
    • k man
    • August 5, 2009

41. Determination Letter Question

    By Guest ohioattorney, August 4, 2009
    • 2 replies
    • 1k views
    • 
    • Jim Chad
    • August 4, 2009

42. Getting Ex-Husbands 401K part of divorce

    By Guest Natasha S, August 4, 2009
    • 2 replies
    • 1.4k views
    • 
    • jkdoll2
    • August 4, 2009

43. Restructuring a 401(k) for coverage

    By MSN, July 30, 2009
    • 6 replies
    • 2k views
    • 
    • MSN
    • August 4, 2009

44. Partial Plan Termination

    By Guest CCarter, March 18, 2002
    • 16 replies
    • 5.8k views
    • 
    • Guest
    • August 4, 2009

45. ACP excess was forfeited instead of paid

    By BG5150, August 4, 2009
    • 0 replies
    • 932 views
    • 
    • BG5150
    • August 4, 2009

46. Hardship / counterproductive actions

    By austin3515, August 4, 2009
    • 0 replies
    • 1k views
    • 
    • austin3515
    • August 4, 2009

47. Suspension of Employer Match

    By Guest sjlbenefits, August 3, 2009
    • 4 replies
    • 1.9k views
    • 
    • Bird
    • August 4, 2009

48. Return of automatic deferrals

    By Guest Sieve, August 3, 2009
    • 2 replies
    • 1.4k views
    • 
    • Kevin C
    • August 3, 2009

49. Statement Due dates

    By Dazednconfused, August 3, 2009
    • 0 replies
    • 866 views
    • 
    • Dazednconfused
    • August 3, 2009

50. Super Integrated

    By Logan401, July 30, 2009
    • 6 replies
    • 2k views
    • 
    • Bird
    • August 1, 2009