401(k) Plans

19,365 topics in this forum

1. New Safe Harbor 401(k)

   By Dougsbpc, July 2, 2009
   • 17 replies
   • 5.3k views
   • 
   • Guest
   • July 17, 2009

2. 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

3. Full Scope Audit

   By Guest scott34, July 7, 2009
   • 14 replies
   • 4.1k views
   • 
   • Guest
   • July 17, 2009

4. Coverage and BRF Testing

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

5. 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

6. HEART ACT

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

7. Excess Salary Deferrals

   By Dougsbpc, July 15, 2009
   • 2 replies
   • 3.3k views
   • 
   • BG5150
   • July 15, 2009

8. ACA Mid Year

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

9. Plan document restatement

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

10. Loan requirements/in-service distribution

    By Guest Peggy806, July 8, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 10, 2009

11. Severance pay and deferrals

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

12. Controlled Group Status Change

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

13. Comparitive Statements

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

14. Vesting Question

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

15. Coverage Failure - 401k

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

16. 401k Early Withdrawal Penalty

    By fidu, November 14, 2002
    • 19 replies
    • 8.7k views
    • 
    • BG5150
    • July 6, 2009

17. June 30 plan year end

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

18. Auto enrollment, withdrawal, ADP and 5500

    By Dazednconfused, July 2, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 3, 2009

19. Bussiness Hardship & safe harbor contribution

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

20. Safe Harbor Plans

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

21. safe harbor 401k plan

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

22. Post-severance compensation

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

23. Amendment of Match Formula

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

24. 7 Year Graded Vesting

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

25. 415 limit off-calendar year plan

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

26. Maintain Salary Deferral Election Forms?

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

27. Generic or Customized Enrollment Booklets

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

28. moving money out of a plan

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

29. Discontinue SH Nonelective

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

30. Participant Statement Due Dates

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

31. Partners and deferrals

    By jkharvey, October 30, 2008
    • 9 replies
    • 11.2k views
    • 
    • K2retire
    • June 30, 2009

32. Successor Plan?

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

33. Payment of non-spouse beneficiary

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

34. Timing of suspending safe harbor match

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

35. Catch Up Contributions

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

36. 401(k) deferrals and SH Match based on wrong compensation

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

37. rule of parity

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

38. New Plan in 2009

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

39. Safe Harbor Matching Contributions and ADP/ACP Testing

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

40. 18 month time frame for statutory minimum calculation?

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

41. 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

42. Question about controlled groups

    By Guest ANON-MD, June 25, 2009
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • June 26, 2009

43. Revenue Ruling 77-200 adn 91-4

    By blue, June 25, 2009
    • 1 reply
    • 8.5k views
    • 
    • jevd
    • June 26, 2009

44. 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

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

    By Guest Golden K, June 25, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 25, 2009

46. What is proper key employee compensation for a fiscal year plan?

    By Guest 410b, June 24, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 25, 2009

47. Maximizing HCEs while Minimizing NHCEs

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

48. In-service distribution on account of disablity

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

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

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

50. Safe Harbor Match True-Up(Down)

    By 401king, June 23, 2009
    • 3 replies
    • 1.9k views
    • 
    • 401king
    • June 24, 2009