401(k) Plans

19,298 topics in this forum

1. Pooled and Individual Account Mix - PPA Requirement

   By Pixie, July 30, 2009
   • 2 replies
   • 1.9k views
   • 
   • Bird
   • July 31, 2009

2. FACTA - Indentity Theft Red Flags Rule

   By k man, July 31, 2009
   • 1 reply
   • 1.1k views
   • 
   • MSN
   • July 31, 2009

3. Company went bankrupt, cannot get access to funds

   By Guest provingring, July 31, 2009
   • 3 replies
   • 2k views
   • 
   • Kevin C
   • July 31, 2009

4. Plan Termination

   By Alex Daisy, July 31, 2009
   • 0 replies
   • 1k views
   • 
   • Alex Daisy
   • July 31, 2009

5. Terminating Plan - Outstanding loans

   By Guest nmyers, July 28, 2009
   • 9 replies
   • 6.1k views
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   • J Simmons
   • July 30, 2009

6. Davis-Bacon

   By Guest JLHKD, July 30, 2009
   • 0 replies
   • 999 views
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   • Guest
   • July 30, 2009

7. Eligibility of Rehires

   By 7806akp, July 29, 2009
   • 5 replies
   • 4.5k views
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   • Guest
   • July 30, 2009

8. Outstanding Loan When Terminated and then Rehired

   By Guest benefitsanalyst, July 30, 2009
   • 2 replies
   • 2.4k views
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   • J Simmons
   • July 30, 2009

9. QDIA default investment

   By k man, July 29, 2009
   • 1 reply
   • 1.1k views
   • 
   • J Simmons
   • July 30, 2009

10. QACA Definition of Compensation

    By ERISA25, July 28, 2009
    • 6 replies
    • 3k views
    • 
    • ERISA25
    • July 29, 2009

11. Payment of Plan Expenses from Forfeitures

    By Guest Born2Run, July 23, 2009
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 28, 2009

12. More K-1 LLC questions

    By Guest Born2Run, July 28, 2009
    • 5 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • July 28, 2009

13. BRF Testing

    By justatester, July 22, 2009
    • 7 replies
    • 2.4k views
    • 
    • Jim Chad
    • July 28, 2009

14. Stumped on Plan Loan/Payroll Repayment Default Issue

    By ERISAatty, July 24, 2009
    • 8 replies
    • 7.7k views
    • 
    • Peter Gulia
    • July 28, 2009

15. Missed Loan repayment

    By Guest lbz123, July 23, 2009
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • July 28, 2009

16. Suspension of Safe Harbor Nonelectives

    By PJ2009, July 23, 2009
    • 3 replies
    • 1.1k views
    • 
    • PJ2009
    • July 24, 2009

17. 410(b) Issue for 401(k) Plan

    By Guest emcelroy, July 23, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 24, 2009

18. BRF Testing

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

19. Start-up 401(k)

    By rlb64, July 23, 2009
    • 6 replies
    • 2k views
    • 
    • Tom Poje
    • July 24, 2009

20. Minor Beneficiary

    By Guest mrtnoc, July 23, 2009
    • 3 replies
    • 2.9k views
    • 
    • Bird
    • July 24, 2009

21. Property in Earmarked Account

    By Guest notapensiongeek, July 21, 2009
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • July 24, 2009

22. Payout of participants with balance <$5,000

    By Guest wallacea, February 28, 2000
    • 7 replies
    • 2.8k views
    • 
    • K2retire
    • July 23, 2009

23. BRF Testing

    By Guest Pennysaver, July 23, 2009
    • 3 replies
    • 949 views
    • 
    • Blinky the 3-eyed Fish
    • July 23, 2009

24. 401(k) Rollover to Roth IRA

    By Guest mbw, July 23, 2009
    • 0 replies
    • 933 views
    • 
    • Guest
    • July 23, 2009

25. How to fix this mess?

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

26. Eligibility Question

    By Guest Spock, July 21, 2009
    • 5 replies
    • 2.1k views
    • 
    • Kevin C
    • July 21, 2009

27. Match formula changed mid-year/plan has SEI

    By Laura Harrington, July 21, 2009
    • 2 replies
    • 1.2k views
    • 
    • Bill Presson
    • July 21, 2009

28. IRS Submission Question

    By Guest notapensiongeek, July 20, 2009
    • 4 replies
    • 1k views
    • 
    • Guest
    • July 20, 2009

29. Loans - Safe Harbor Reasons

    By PainPA, July 20, 2009
    • 4 replies
    • 1.5k views
    • 
    • BG5150
    • July 20, 2009

30. Solo-401(k) questions

    By Guest BruceC, July 20, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 20, 2009

31. Hardship Distribution Safe Harbor Rule

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

32. Doctors want to contribute different percentages to the plan

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

33. Related Rollover?

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

34. New Safe Harbor 401(k)

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

35. 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

36. Full Scope Audit

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

37. Coverage and BRF Testing

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

38. 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

39. HEART ACT

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

40. Excess Salary Deferrals

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

41. ACA Mid Year

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

42. Plan document restatement

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

43. Loan requirements/in-service distribution

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

44. Severance pay and deferrals

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

45. Controlled Group Status Change

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

46. Comparitive Statements

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

47. Vesting Question

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

48. Coverage Failure - 401k

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

49. 401k Early Withdrawal Penalty

    By fidu, November 14, 2002
    • 19 replies
    • 8.4k views
    • 
    • BG5150
    • July 6, 2009

50. June 30 plan year end

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