401(k) Plans

19,321 topics in this forum

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

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

2. 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

3. Maximizing HCEs while Minimizing NHCEs

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

4. In-service distribution on account of disablity

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

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

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

6. Safe Harbor Match True-Up(Down)

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

7. same desk rule in asset sale

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

8. Safe Harbor Match "True UP"?

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

9. EACA Permissible Withdrawals

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

10. Can a Safe Harbor 401(k) plan exclude a class of employees

    By katieinny, June 18, 2009
    • 8 replies
    • 13.2k views
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    • Guest
    • June 19, 2009

11. Top- Heavy 401k Plan Terminating SH Match

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

12. Benefits Rights and Features

    By Guest Pension Girl, June 16, 2009
    • 4 replies
    • 2k views
    • 
    • BG5150
    • June 18, 2009

13. Prohibited Transaction?

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

14. 410(b) question

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

15. SEC settlement with a mutual fund company

    By John Feldt ERPA CPC QPA, June 17, 2009
    • 4 replies
    • 3.2k views
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    • Peter Gulia
    • June 17, 2009

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

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

17. Top Heavy Minimum Due - and Earnings?

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

18. DOL and $12

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

19. Benefits, Rights, and Features Question

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

20. another safe Harbor 401(K)

    By thepensionmaven, June 15, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • June 15, 2009

21. safe harbor match changing each year

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

22. Definition of "Compensation"

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

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

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

24. QNEC and Carve Out Method

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

25. IRS Letter for Late Filing

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

26. Cancel a Plan Termination?

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

27. Roth 401(k) question

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

28. Roth 401(k) and Brokerage Accounts

    By KateSmithPA, February 26, 2009
    • 3 replies
    • 1.7k views
    • 
    • Appleby
    • June 11, 2009

29. Top Heavy Test

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

30. Notice Requirements

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

31. Ineligible Rollover

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

32. Late Deferral Form 5330 Filing

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

33. Eliminating loans from a plan

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

34. 3% Safe Harbor

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

35. Adding Roth - new EIN necessary?

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

36. 401(k) with QJ&SA normal form

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

37. health insurance preimums

    By LIBERTYKID, April 23, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • June 7, 2009

38. Contributions sent to wrong account...

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

39. Hardship question

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

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

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

41. Post Severance Compensation

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

42. ACP Split Testing Method

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

43. Family Attribution

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

44. 401k safe harbor plan amendment logistics

    By Gary, June 2, 2009
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • June 4, 2009

45. Prototype - Now a Multiple ER

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

46. Cancelling a 401k

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

47. Terminated Employees Vesting Schedule

    By Guest bouncingsoul, June 2, 2009
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • June 3, 2009

48. Form 5330 for excess contributions

    By Guest Pat Metallic, June 3, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 3, 2009

49. Changing Participant's Account to a Trust

    By Guest andmik, June 2, 2009
    • 1 reply
    • 932 views
    • 
    • QDROphile
    • June 2, 2009

50. Amendment Notice - change in eligibility

    By Guest jimmybeau, June 1, 2009
    • 3 replies
    • 1.7k views
    • 
    • BG5150
    • June 2, 2009