401(k) Plans

19,276 topics in this forum

1. 18 month time frame for statutory minimum calculation?

   By Guest 410b, June 24, 2009
   • 10 replies
   • 3k views
   • 
   • Mike Preston
   • June 26, 2009

2. Employer deposited more into the salary deferral account than what was actually deferred

   By Guest DCquestioner, June 24, 2009
   • 2 replies
   • 1.2k views
   • 
   • Dennis Povloski
   • June 25, 2009

3. Safe Harbor Match True-Up(Down)

   By 401king, June 23, 2009
   • 3 replies
   • 1.8k views
   • 
   • 401king
   • June 24, 2009

4. same desk rule in asset sale

   By Gudgergirl, June 22, 2009
   • 2 replies
   • 2.8k views
   • 
   • masteff
   • June 23, 2009

5. Safe Harbor Match "True UP"?

   By rodin011, June 22, 2009
   • 3 replies
   • 3.8k views
   • 
   • Blinky the 3-eyed Fish
   • June 22, 2009

6. Match of more than 100%

   By CJS07, June 18, 2009
   • 7 replies
   • 4.4k views
   • 
   • Kevin C
   • March 5, 2010

7. Top- Heavy 401k Plan Terminating SH Match

   By Guest Sayles, June 18, 2009
   • 3 replies
   • 1.5k views
   • 
   • jkdoll2
   • June 18, 2009

8. Can a Safe Harbor 401(k) plan exclude a class of employees

   By katieinny, June 18, 2009
   • 8 replies
   • 13k views
   • 
   • Guest
   • June 19, 2009

9. SEC settlement with a mutual fund company

   By John Feldt ERPA CPC QPA, June 17, 2009
   • 4 replies
   • 3.2k views
   • 
   • Peter Gulia
   • June 17, 2009

10. Basic Eligibility Question But Can't Get it Straight

    By rlb64, June 16, 2009
    • 4 replies
    • 1.4k views
    • 
    • K2retire
    • June 17, 2009

11. EACA Permissible Withdrawals

    By BeccaERISA, June 16, 2009
    • 1 reply
    • 1.9k views
    • 
    • Kevin C
    • June 19, 2009

12. Top Heavy Minimum Due - and Earnings?

    By PMC, June 16, 2009
    • 2 replies
    • 1.4k views
    • 
    • PMC
    • June 16, 2009

13. Benefits Rights and Features

    By Guest Pension Girl, June 16, 2009
    • 4 replies
    • 1.9k views
    • 
    • BG5150
    • June 18, 2009

14. DOL and $12

    By ombskid, June 15, 2009
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • June 16, 2009

15. Prohibited Transaction?

    By Guest notapensiongeek, June 15, 2009
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • June 18, 2009

16. another safe Harbor 401(K)

    By thepensionmaven, June 15, 2009
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • June 15, 2009

17. Definition of "Compensation"

    By thepensionmaven, June 13, 2009
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • June 13, 2009

18. 410(b) question

    By Kevin C, June 12, 2009
    • 17 replies
    • 4.5k views
    • 
    • Guest
    • June 17, 2009

19. Benefits, Rights, and Features Question

    By Guest DCquestioner, June 12, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 16, 2009

20. QNEC and Carve Out Method

    By CJS07, June 11, 2009
    • 2 replies
    • 2.2k views
    • 
    • BG5150
    • June 12, 2009

21. IRS Letter for Late Filing

    By KevinMc, June 11, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 11, 2009

22. Cancel a Plan Termination?

    By Guest dms9999, June 11, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 11, 2009

23. Partial Termination

    By austin3515, June 11, 2009
    • 5 replies
    • 2.2k views
    • 
    • casey72
    • November 23, 2022

24. Reduce Safe Harbor Match from 6% to 4%

    By Guest TimS, June 11, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 12, 2009

25. Top Heavy Test

    By Guest slugn, June 11, 2009
    • 0 replies
    • 984 views
    • 
    • Guest
    • June 11, 2009

26. Roth 401(k) question

    By Guest ArkansasChris, June 10, 2009
    • 2 replies
    • 932 views
    • 
    • Appleby
    • June 11, 2009

27. Notice Requirements

    By Guest nmyers, June 9, 2009
    • 6 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • June 10, 2009

28. Ineligible Rollover

    By goldtpa, June 9, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 9, 2009

29. 3% Safe Harbor

    By Jay3, June 8, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • June 8, 2009

30. Adding Roth - new EIN necessary?

    By Gudgergirl, June 8, 2009
    • 2 replies
    • 947 views
    • 
    • jkdoll2
    • June 8, 2009

31. Eliminating loans from a plan

    By tymesup, June 8, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 9, 2009

32. 401(k) with QJ&SA normal form

    By Guest braindead, June 5, 2009
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • June 7, 2009

33. Hardship question

    By PFranckowiak, June 5, 2009
    • 3 replies
    • 1.8k views
    • 
    • masteff
    • June 5, 2009

34. Post Severance Compensation

    By PFranckowiak, June 4, 2009
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 5, 2009

35. Family Attribution

    By Guest RS182, June 4, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 4, 2009

36. Prototype - Now a Multiple ER

    By PFranckowiak, June 3, 2009
    • 1 reply
    • 960 views
    • 
    • R. Butler
    • June 3, 2009

37. Form 5330 for excess contributions

    By Guest Pat Metallic, June 3, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 3, 2009

38. Contributions sent to wrong account...

    By jquazza, June 2, 2009
    • 1 reply
    • 969 views
    • 
    • J Simmons
    • June 6, 2009

39. Terminated Employees Vesting Schedule

    By Guest bouncingsoul, June 2, 2009
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • June 3, 2009

40. Changing Participant's Account to a Trust

    By Guest andmik, June 2, 2009
    • 1 reply
    • 924 views
    • 
    • QDROphile
    • June 2, 2009

41. Cancelling a 401k

    By Guest vinson7, June 2, 2009
    • 3 replies
    • 2k views
    • 
    • Guest
    • June 3, 2009

42. 401k safe harbor plan amendment logistics

    By Gary, June 2, 2009
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • June 4, 2009

43. FAS 157

    By Guest CRM, June 2, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 2, 2009

44. ACP Split Testing Method

    By Guest dsw713, June 2, 2009
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • June 4, 2009

45. Amendment Notice - change in eligibility

    By Guest jimmybeau, June 1, 2009
    • 3 replies
    • 1.7k views
    • 
    • BG5150
    • June 2, 2009

46. safe harbor match changing each year

    By SheilaD, June 1, 2009
    • 2 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • June 15, 2009

47. Harship Distributions: safe harbor requirement for employee to obtain "all other currently available distributions"

    By Guest BL333, June 1, 2009
    • 6 replies
    • 1.6k views
    • 
    • WDIK
    • June 2, 2009

48. Effective Availability

    By BTG, May 29, 2009
    • 4 replies
    • 1.5k views
    • 
    • K2retire
    • May 29, 2009

49. 401(k) deferral election exceeds available compensation (after deductions for payroll taxes, court ordered payments, loan repayments...)

    By Guest BL333, May 28, 2009
    • 2 replies
    • 2.4k views
    • 
    • Bird
    • May 29, 2009

50. PPA Quarterly Statements

    By imchipbrown, May 28, 2009
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • May 29, 2009