401(k) Plans

19,384 topics in this forum

1. Partners and deferrals

   By jkharvey, October 30, 2008
   • 9 replies
   • 11.3k views
   • 
   • K2retire
   • June 30, 2009

2. Successor Plan?

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

3. Payment of non-spouse beneficiary

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

4. Timing of suspending safe harbor match

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

5. Catch Up Contributions

   By Guest Michele Ciz, April 18, 2009
   • 9 replies
   • 2k views
   • 
   • Guest
   • June 30, 2009

6. 401(k) deferrals and SH Match based on wrong compensation

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

7. rule of parity

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

8. New Plan in 2009

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

9. Safe Harbor Matching Contributions and ADP/ACP Testing

   By Guest jvajj, June 26, 2009
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • June 29, 2009

10. 18 month time frame for statutory minimum calculation?

    By Guest 410b, June 24, 2009
    • 10 replies
    • 3.2k views
    • 
    • Mike Preston
    • June 26, 2009

11. 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

12. Question about controlled groups

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

13. Revenue Ruling 77-200 adn 91-4

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

14. 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

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

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

16. 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

17. Maximizing HCEs while Minimizing NHCEs

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

18. In-service distribution on account of disablity

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

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

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

20. Safe Harbor Match True-Up(Down)

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

21. same desk rule in asset sale

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

22. Safe Harbor Match "True UP"?

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

23. EACA Permissible Withdrawals

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

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

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

25. Top- Heavy 401k Plan Terminating SH Match

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

26. Benefits Rights and Features

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

27. Prohibited Transaction?

    By Guest notapensiongeek, June 15, 2009
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • June 18, 2009

28. 410(b) question

    By Kevin C, June 12, 2009
    • 17 replies
    • 4.7k views
    • 
    • Guest
    • June 17, 2009

29. SEC settlement with a mutual fund company

    By John Feldt ERPA CPC QPA, June 17, 2009
    • 4 replies
    • 3.3k views
    • 
    • Peter Gulia
    • June 17, 2009

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

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

31. Top Heavy Minimum Due - and Earnings?

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

32. DOL and $12

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

33. Benefits, Rights, and Features Question

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

34. another safe Harbor 401(K)

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

35. safe harbor match changing each year

    By SheilaD, June 1, 2009
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • June 15, 2009

36. Definition of "Compensation"

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

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

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

38. QNEC and Carve Out Method

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

39. IRS Letter for Late Filing

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

40. Cancel a Plan Termination?

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

41. Roth 401(k) question

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

42. Roth 401(k) and Brokerage Accounts

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

43. Top Heavy Test

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

44. Notice Requirements

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

45. Ineligible Rollover

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

46. Late Deferral Form 5330 Filing

    By Below Ground, March 20, 2008
    • 5 replies
    • 2.6k views
    • 
    • 401 Chaos
    • June 9, 2009

47. Eliminating loans from a plan

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

48. 3% Safe Harbor

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

49. Adding Roth - new EIN necessary?

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

50. 401(k) with QJ&SA normal form

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