401(k) Plans

19,334 topics in this forum

1. Contributions sent to wrong account...

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

2. Hardship question

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

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

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

4. Post Severance Compensation

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

5. ACP Split Testing Method

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

6. Family Attribution

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

7. 401k safe harbor plan amendment logistics

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

8. Prototype - Now a Multiple ER

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

9. Cancelling a 401k

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

10. Terminated Employees Vesting Schedule

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

11. Form 5330 for excess contributions

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

12. Changing Participant's Account to a Trust

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

13. Amendment Notice - change in eligibility

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

14. 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
    • 
    • WDIK
    • June 2, 2009

15. FAS 157

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

16. safe harbor 4k plans

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

17. Effective Availability

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

18. Safe Harbor 3% w/ Disc Match

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

19. PPA Quarterly Statements

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

20. 401(k) deferral election exceeds available compensation (after deductions for payroll taxes, court ordered payments, loan repayments...)

    By Guest BL333, May 28, 2009
    • 2 replies
    • 2.5k views
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    • Bird
    • May 29, 2009

21. Safe Harbor NEC to HCE

    By Guest Peggy806, May 27, 2009
    • 2 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 28, 2009

22. One-to-One Correction

    By 12AX7, May 28, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 28, 2009

23. VCFP vs. self correction

    By Guest CRM, May 28, 2009
    • 2 replies
    • 5.8k views
    • 
    • Guest
    • May 28, 2009

24. Multiemployer 401(k) Plan

    By PJ2009, May 27, 2009
    • 6 replies
    • 2.3k views
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    • PJ2009
    • May 28, 2009

25. document sponsor in footnote on adoption agreement

    By Jim Chad, May 21, 2009
    • 3 replies
    • 1k views
    • 
    • imchipbrown
    • May 28, 2009

26. Multiple Employer Plan to Single Employer Plan

    By justatester, May 27, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 28, 2009

27. Commission-Only Employees

    By Guest Tad77, May 20, 2009
    • 5 replies
    • 2.8k views
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    • Blinky the 3-eyed Fish
    • May 26, 2009

28. Match Contribution True-Up for Active Employees Only

    By buckaroo, May 22, 2009
    • 1 reply
    • 1.2k views
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    • Guest
    • May 22, 2009

29. Mistakenly made a Safe Harbor Match Contribution

    By Alex Daisy, May 19, 2009
    • 16 replies
    • 4.7k views
    • 
    • Kevin C
    • May 22, 2009

30. Mandatory Cash Out

    By Guest ebailey, May 19, 2009
    • 2 replies
    • 2k views
    • 
    • QDROphile
    • May 20, 2009

31. Excess Deferral Correction

    By Guest Jill B, May 19, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 19, 2009

32. Husband/Wife solo 401(k)

    By Lori H, May 18, 2009
    • 2 replies
    • 1.8k views
    • 
    • Lori H
    • May 19, 2009

33. Union EEs in ADP test

    By Guest Pat Metallic, May 15, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • May 18, 2009

34. Forfeitures to reduct Employer Contribution

    By Guest ebailey, May 14, 2009
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • May 16, 2009

35. Davis Bacon question

    By AKconsult, May 13, 2009
    • 6 replies
    • 1.8k views
    • 
    • Below Ground
    • May 15, 2009

36. Company with SIMPLE 401k merges with Co. with 401k

    By 401king, May 15, 2009
    • 2 replies
    • 1.5k views
    • 
    • 401king
    • May 15, 2009

37. Company Merger / 401k and Simple IRA

    By sdix401k, May 15, 2009
    • 1 reply
    • 2.1k views
    • 
    • Bird
    • May 15, 2009

38. Davis Bacon question - ADP testing

    By AKconsult, May 15, 2009
    • 0 replies
    • 2k views
    • 
    • AKconsult
    • May 15, 2009

39. Amending Discretionary Match

    By pixmax, May 14, 2009
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • May 15, 2009

40. BrightScope

    By Guest caseyb, May 13, 2009
    • 1 reply
    • 944 views
    • 
    • Fredman
    • May 15, 2009

41. int. PS formula no longer good?

    By Guest noans, May 14, 2009
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • May 15, 2009

42. Excluded Status - Loan Availability

    By WesleyT, May 14, 2009
    • 2 replies
    • 1.8k views
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    • QDROphile
    • May 14, 2009

43. Insurance Rolled Into 401(k) Plan

    By Guest DCquestioner, May 13, 2009
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • May 14, 2009

44. Plan status after acquisition?

    By Guest KRS401k, May 12, 2009
    • 10 replies
    • 1.7k views
    • 
    • K2retire
    • May 13, 2009

45. What is reported if plan passes ratio test but has to use average bene

    By John A, February 7, 2002
    • 5 replies
    • 1.9k views
    • 
    • Laura Harrington
    • May 13, 2009

46. Form 5500 Schedule D

    By Guest Nanetta45, May 12, 2009
    • 2 replies
    • 2.5k views
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    • BG5150
    • May 13, 2009

47. Controlled Group Question

    By PFranckowiak, May 11, 2009
    • 5 replies
    • 1.7k views
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    • PMC
    • May 13, 2009

48. ACP Failure

    By Guest esaade, May 12, 2009
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • May 13, 2009

49. Catch-ups in ADP test

    By Guest IluvNewComp, May 11, 2009
    • 5 replies
    • 1.3k views
    • 
    • austin3515
    • May 12, 2009

50. Lincoln National Life Insurance Prototype Document

    By blue, May 12, 2009
    • 0 replies
    • 890 views
    • 
    • blue
    • May 12, 2009