401(k) Plans

19,275 topics in this forum

1. Limits on Plans with Plan Year other than 12/31

   By Guest GordonJ, February 14, 2009
   • 10 replies
   • 8.6k views
   • 
   • J Simmons
   • June 26, 2009

2. Question about controlled groups

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

3. Revenue Ruling 77-200 adn 91-4

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

4. 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

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

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

6. 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

7. Maximizing HCEs while Minimizing NHCEs

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

8. In-service distribution on account of disablity

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

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

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

10. Safe Harbor Match True-Up(Down)

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

11. same desk rule in asset sale

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

12. Safe Harbor Match "True UP"?

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

13. EACA Permissible Withdrawals

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

14. 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

15. Top- Heavy 401k Plan Terminating SH Match

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

16. Benefits Rights and Features

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

17. Prohibited Transaction?

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

18. 410(b) question

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

19. 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

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

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

21. Top Heavy Minimum Due - and Earnings?

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

22. DOL and $12

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

23. Benefits, Rights, and Features Question

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

24. another safe Harbor 401(K)

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

25. safe harbor match changing each year

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

26. Definition of "Compensation"

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

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

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

28. QNEC and Carve Out Method

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

29. IRS Letter for Late Filing

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

30. Cancel a Plan Termination?

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

31. Roth 401(k) question

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

32. Roth 401(k) and Brokerage Accounts

    By KateSmithPA, February 26, 2009
    • 3 replies
    • 1.6k views
    • 
    • Appleby
    • June 11, 2009

33. Top Heavy Test

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

34. Notice Requirements

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

35. Ineligible Rollover

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

36. Late Deferral Form 5330 Filing

    By Below Ground, March 20, 2008
    • 5 replies
    • 2.5k views
    • 
    • 401 Chaos
    • June 9, 2009

37. Eliminating loans from a plan

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

38. 3% Safe Harbor

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

39. Adding Roth - new EIN necessary?

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

40. 401(k) with QJ&SA normal form

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

41. health insurance preimums

    By LIBERTYKID, April 23, 2009
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • June 7, 2009

42. Contributions sent to wrong account...

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

43. Hardship question

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

44. latest info on eliminating 3% safe harbor mid year

    By Tom Poje, May 15, 2009
    • 29 replies
    • 5k views
    • 
    • Tom Poje
    • June 5, 2009

45. Post Severance Compensation

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

46. ACP Split Testing Method

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

47. Family Attribution

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

48. 401k safe harbor plan amendment logistics

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

49. Prototype - Now a Multiple ER

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

50. Cancelling a 401k

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