401(k) Plans

19,321 topics in this forum

1. Safe Harbor 3% w/ Disc Match

   By Guest North Meets South, May 26, 2009
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • May 29, 2009

2. Early Retirement in DC Plan

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

3. Match Contribution True-Up for Active Employees Only

   By buckaroo, May 22, 2009
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • May 22, 2009

4. document sponsor in footnote on adoption agreement

   By Jim Chad, May 21, 2009
   • 3 replies
   • 1k views
   • 
   • imchipbrown
   • May 28, 2009

5. Commission-Only Employees

   By Guest Tad77, May 20, 2009
   • 5 replies
   • 2.8k views
   • 
   • Blinky the 3-eyed Fish
   • May 26, 2009

6. Mandatory Cash Out

   By Guest ebailey, May 19, 2009
   • 2 replies
   • 2k views
   • 
   • QDROphile
   • May 20, 2009

7. Excess Deferral Correction

   By Guest Jill B, May 19, 2009
   • 0 replies
   • 1k views
   • 
   • Guest
   • May 19, 2009

8. Mistakenly made a Safe Harbor Match Contribution

   By Alex Daisy, May 19, 2009
   • 16 replies
   • 4.7k views
   • 
   • Kevin C
   • May 22, 2009

9. Husband/Wife solo 401(k)

   By Lori H, May 18, 2009
   • 2 replies
   • 1.8k views
   • 
   • Lori H
   • May 19, 2009

10. Union EEs in ADP test

    By Guest Pat Metallic, May 15, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • May 18, 2009

11. Davis Bacon question - ADP testing

    By AKconsult, May 15, 2009
    • 0 replies
    • 2k views
    • 
    • AKconsult
    • May 15, 2009

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

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

13. Company with SIMPLE 401k merges with Co. with 401k

    By 401king, May 15, 2009
    • 2 replies
    • 1.4k views
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    • 401king
    • May 15, 2009

14. Company Merger / 401k and Simple IRA

    By sdix401k, May 15, 2009
    • 1 reply
    • 2.1k views
    • 
    • Bird
    • May 15, 2009

15. safe harbor 4k plans

    By Guest DNH, May 14, 2009
    • 8 replies
    • 1.3k views
    • 
    • Guest
    • May 31, 2009

16. Forfeitures to reduct Employer Contribution

    By Guest ebailey, May 14, 2009
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • May 16, 2009

17. Excluded Status - Loan Availability

    By WesleyT, May 14, 2009
    • 2 replies
    • 1.8k views
    • 
    • QDROphile
    • May 14, 2009

18. int. PS formula no longer good?

    By Guest noans, May 14, 2009
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • May 15, 2009

19. Amending Discretionary Match

    By pixmax, May 14, 2009
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • May 15, 2009

20. BrightScope

    By Guest caseyb, May 13, 2009
    • 1 reply
    • 943 views
    • 
    • Fredman
    • May 15, 2009

21. Insurance Rolled Into 401(k) Plan

    By Guest DCquestioner, May 13, 2009
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • May 14, 2009

22. Davis Bacon question

    By AKconsult, May 13, 2009
    • 6 replies
    • 1.8k views
    • 
    • Below Ground
    • May 15, 2009

23. ACP Failure

    By Guest esaade, May 12, 2009
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • May 13, 2009

24. Plan status after acquisition?

    By Guest KRS401k, May 12, 2009
    • 10 replies
    • 1.7k views
    • 
    • K2retire
    • May 13, 2009

25. Lincoln National Life Insurance Prototype Document

    By blue, May 12, 2009
    • 0 replies
    • 887 views
    • 
    • blue
    • May 12, 2009

26. Form 5500 Schedule D

    By Guest Nanetta45, May 12, 2009
    • 2 replies
    • 2.5k views
    • 
    • BG5150
    • May 13, 2009

27. Controlled Group Question

    By PFranckowiak, May 11, 2009
    • 5 replies
    • 1.6k views
    • 
    • PMC
    • May 13, 2009

28. Catch-ups in ADP test

    By Guest IluvNewComp, May 11, 2009
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • May 12, 2009

29. Temps making Loan Payments

    By Guest BigBish, May 8, 2009
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • May 11, 2009

30. Participant loan has to be less than 50% of vested balance?

    By Guest Lin, May 8, 2009
    • 8 replies
    • 2.9k views
    • 
    • J Simmons
    • May 8, 2009

31. 401K audit - Participant loan in default

    By Guest Lin, May 7, 2009
    • 2 replies
    • 1.9k views
    • 
    • masteff
    • May 8, 2009

32. Per Pay Period Comp, Safe Harbor Match, and True-up

    By 401king, May 7, 2009
    • 8 replies
    • 4.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 11, 2009

33. loan for moving expenses

    By k man, May 7, 2009
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • May 8, 2009

34. EPCRS - deferral correction

    By Guest Rags, May 7, 2009
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • May 9, 2009

35. Earned Income Calculation

    By Guest notapensiongeek, May 6, 2009
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • May 7, 2009

36. Locating Lost participants

    By alexa, May 6, 2009
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • May 6, 2009

37. Amending Plan to Eliminate Match from Pre 59 1/2 withdrawals

    By rocknrolls2, May 6, 2009
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • May 6, 2009

38. Late refund of excess deferrals & Form 5330

    By MoShawn, May 6, 2009
    • 2 replies
    • 3.4k views
    • 
    • austin3515
    • May 9, 2009

39. Proper ADP compensation for testing

    By Guest 410b, May 6, 2009
    • 5 replies
    • 2.6k views
    • 
    • rcline46
    • May 6, 2009

40. Shephard Smith report

    By MSN, May 5, 2009
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 6, 2009

41. Land Held in Profit Sharing Plan will not sell

    By Pixie, May 5, 2009
    • 20 replies
    • 4.6k views
    • 
    • A Shot in the Dark
    • May 11, 2009

42. Unallocated forfeitures

    By Guest KLM3, May 5, 2009
    • 2 replies
    • 4.2k views
    • 
    • Guest
    • May 6, 2009

43. 1099 Compensation

    By emmetttrudy, May 4, 2009
    • 2 replies
    • 1.7k views
    • 
    • J Simmons
    • May 6, 2009

44. Ohterwise Excludables

    By justatester, May 4, 2009
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • May 5, 2009

45. Automatic enrollment and immediate elgibility

    By alexa, May 2, 2009
    • 3 replies
    • 1.1k views
    • 
    • PensionPro
    • May 3, 2009

46. Testing income allocation for individual participant account

    By Guest Lin, May 2, 2009
    • 3 replies
    • 6.1k views
    • 
    • Guest
    • May 5, 2009

47. Immediate and Heavy Financial Need

    By Guest meeh3704, May 1, 2009
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • May 1, 2009

48. 2008 402(g) Refund

    By Alex Daisy, May 1, 2009
    • 0 replies
    • 1.1k views
    • 
    • Alex Daisy
    • May 1, 2009

49. Amend to remove EACA mid year?

    By Jean, April 30, 2009
    • 0 replies
    • 2.3k views
    • 
    • Jean
    • April 30, 2009

50. 401 k audit question

    By Guest flpensionguy, April 30, 2009
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • April 30, 2009