401(k) Plans

19,365 topics in this forum

1. same desk rule in asset sale

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

2. Safe Harbor Match "True UP"?

   By rodin011, June 22, 2009
   • 3 replies
   • 3.9k views
   • 
   • Blinky the 3-eyed Fish
   • June 22, 2009

3. EACA Permissible Withdrawals

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

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

   By katieinny, June 18, 2009
   • 8 replies
   • 13.4k views
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   • Guest
   • June 19, 2009

5. Top- Heavy 401k Plan Terminating SH Match

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

6. Benefits Rights and Features

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

7. Prohibited Transaction?

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

8. 410(b) question

   By Kevin C, June 12, 2009
   • 17 replies
   • 4.6k views
   • 
   • Guest
   • June 17, 2009

9. 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

10. 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

11. Top Heavy Minimum Due - and Earnings?

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

12. DOL and $12

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

13. Benefits, Rights, and Features Question

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

14. another safe Harbor 401(K)

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

15. safe harbor match changing each year

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

16. Definition of "Compensation"

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

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

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

18. QNEC and Carve Out Method

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

19. IRS Letter for Late Filing

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

20. Cancel a Plan Termination?

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

21. Roth 401(k) question

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

22. Roth 401(k) and Brokerage Accounts

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

23. Top Heavy Test

    By Guest slugn, June 11, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 11, 2009

24. Notice Requirements

    By Guest nmyers, June 9, 2009
    • 6 replies
    • 3k views
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    • John Feldt ERPA CPC QPA
    • June 10, 2009

25. Ineligible Rollover

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

26. Late Deferral Form 5330 Filing

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

27. Eliminating loans from a plan

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

28. 3% Safe Harbor

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

29. Adding Roth - new EIN necessary?

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

30. 401(k) with QJ&SA normal form

    By Guest braindead, June 5, 2009
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • June 7, 2009

31. health insurance preimums

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

32. Contributions sent to wrong account...

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

33. Hardship question

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

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

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

35. Post Severance Compensation

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

36. ACP Split Testing Method

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

37. Family Attribution

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

38. 401k safe harbor plan amendment logistics

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

39. Prototype - Now a Multiple ER

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

40. Cancelling a 401k

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

41. Terminated Employees Vesting Schedule

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

42. Form 5330 for excess contributions

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

43. Changing Participant's Account to a Trust

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

44. Amendment Notice - change in eligibility

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

45. Harship Distributions: safe harbor requirement for employee to obtain "all other currently available distributions"

    By Guest BL333, June 1, 2009
    • 6 replies
    • 1.7k views
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    • WDIK
    • June 2, 2009

46. FAS 157

    By Guest CRM, June 2, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 2, 2009

47. safe harbor 4k plans

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

48. Effective Availability

    By BTG, May 29, 2009
    • 4 replies
    • 1.5k views
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    • K2retire
    • May 29, 2009

49. Safe Harbor 3% w/ Disc Match

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

50. PPA Quarterly Statements

    By imchipbrown, May 28, 2009
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • May 29, 2009