401(k) Plans

19,384 topics in this forum

1. Stumped on Plan Loan/Payroll Repayment Default Issue

   By ERISAatty, July 24, 2009
   • 8 replies
   • 7.8k views
   • 
   • Peter Gulia
   • July 28, 2009

2. Missed Loan repayment

   By Guest lbz123, July 23, 2009
   • 4 replies
   • 3k views
   • 
   • Guest
   • July 28, 2009

3. Suspension of Safe Harbor Nonelectives

   By PJ2009, July 23, 2009
   • 3 replies
   • 1.2k views
   • 
   • PJ2009
   • July 24, 2009

4. 410(b) Issue for 401(k) Plan

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

5. BRF Testing

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

6. Start-up 401(k)

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

7. Minor Beneficiary

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

8. Property in Earmarked Account

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

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

   By Guest wallacea, February 28, 2000
   • 7 replies
   • 2.9k views
   • 
   • K2retire
   • July 23, 2009

10. BRF Testing

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

11. 401(k) Rollover to Roth IRA

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

12. How to fix this mess?

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

13. Eligibility Question

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

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

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

15. IRS Submission Question

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

16. Loans - Safe Harbor Reasons

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

17. Solo-401(k) questions

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

18. Hardship Distribution Safe Harbor Rule

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

19. Doctors want to contribute different percentages to the plan

    By katieinny, July 17, 2009
    • 4 replies
    • 1.2k views
    • 
    • J Simmons
    • July 17, 2009

20. Related Rollover?

    By Guest BarbaraG, July 16, 2009
    • 4 replies
    • 6.3k views
    • 
    • Laura Harrington
    • July 17, 2009

21. New Safe Harbor 401(k)

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

22. 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

23. Full Scope Audit

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

24. Coverage and BRF Testing

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

25. 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

26. HEART ACT

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

27. Excess Salary Deferrals

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

28. ACA Mid Year

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

29. Plan document restatement

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

30. Loan requirements/in-service distribution

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

31. Severance pay and deferrals

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

32. Controlled Group Status Change

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

33. Comparitive Statements

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

34. Vesting Question

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

35. Coverage Failure - 401k

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

36. 401k Early Withdrawal Penalty

    By fidu, November 14, 2002
    • 19 replies
    • 8.8k views
    • 
    • BG5150
    • July 6, 2009

37. June 30 plan year end

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

38. Auto enrollment, withdrawal, ADP and 5500

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

39. Bussiness Hardship & safe harbor contribution

    By blue, July 2, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 3, 2009

40. Safe Harbor Plans

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

41. safe harbor 401k plan

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

42. Post-severance compensation

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

43. Amendment of Match Formula

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

44. 7 Year Graded Vesting

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

45. 415 limit off-calendar year plan

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

46. Maintain Salary Deferral Election Forms?

    By Guest TPAStacey, July 1, 2009
    • 6 replies
    • 3.5k views
    • 
    • K2retire
    • July 1, 2009

47. Generic or Customized Enrollment Booklets

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

48. moving money out of a plan

    By Santo Gold, June 30, 2009
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • July 1, 2009

49. Discontinue SH Nonelective

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

50. Participant Statement Due Dates

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