401(k) Plans

19,321 topics in this forum

1. IRS Submission Question

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

2. Loans - Safe Harbor Reasons

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

3. Solo-401(k) questions

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

4. Hardship Distribution Safe Harbor Rule

   By CAR, July 15, 2009
   • 2 replies
   • 4.6k views
   • 
   • Guest
   • July 19, 2009

5. Doctors want to contribute different percentages to the plan

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

6. Related Rollover?

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

7. New Safe Harbor 401(k)

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

8. 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

9. Full Scope Audit

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

10. Coverage and BRF Testing

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

11. 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

12. HEART ACT

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

13. Excess Salary Deferrals

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

14. ACA Mid Year

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

15. Plan document restatement

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

16. Loan requirements/in-service distribution

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

17. Severance pay and deferrals

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

18. Controlled Group Status Change

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

19. Comparitive Statements

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

20. Vesting Question

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

21. Coverage Failure - 401k

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

22. 401k Early Withdrawal Penalty

    By fidu, November 14, 2002
    • 19 replies
    • 8.5k views
    • 
    • BG5150
    • July 6, 2009

23. June 30 plan year end

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

24. Auto enrollment, withdrawal, ADP and 5500

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

25. Bussiness Hardship & safe harbor contribution

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

26. Safe Harbor Plans

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

27. safe harbor 401k plan

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

28. Post-severance compensation

    By M Norton, July 1, 2009
    • 4 replies
    • 1.6k views
    • 
    • PLAN MAN
    • July 2, 2009

29. Amendment of Match Formula

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

30. 7 Year Graded Vesting

    By Alex Daisy, July 1, 2009
    • 6 replies
    • 5.6k views
    • 
    • Kevin C
    • July 2, 2009

31. 415 limit off-calendar year plan

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

32. Maintain Salary Deferral Election Forms?

    By Guest TPAStacey, July 1, 2009
    • 6 replies
    • 3.4k views
    • 
    • K2retire
    • July 1, 2009

33. Generic or Customized Enrollment Booklets

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

34. moving money out of a plan

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

35. Discontinue SH Nonelective

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

36. Participant Statement Due Dates

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

37. Partners and deferrals

    By jkharvey, October 30, 2008
    • 9 replies
    • 11k views
    • 
    • K2retire
    • June 30, 2009

38. Successor Plan?

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

39. Payment of non-spouse beneficiary

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

40. Timing of suspending safe harbor match

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

41. Catch Up Contributions

    By Guest Michele Ciz, April 18, 2009
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • June 30, 2009

42. 401(k) deferrals and SH Match based on wrong compensation

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

43. rule of parity

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

44. New Plan in 2009

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

45. Safe Harbor Matching Contributions and ADP/ACP Testing

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

46. 18 month time frame for statutory minimum calculation?

    By Guest 410b, June 24, 2009
    • 10 replies
    • 3.1k views
    • 
    • Mike Preston
    • June 26, 2009

47. 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

48. Question about controlled groups

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

49. Revenue Ruling 77-200 adn 91-4

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

50. 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