401(k) Plans

19,492 topics in this forum

1. Amendment of Match Formula

   By Guest dms9999, July 1, 2009
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • July 2, 2009

2. 7 Year Graded Vesting

   By Alex Daisy, July 1, 2009
   • 6 replies
   • 5.9k views
   • 
   • Kevin C
   • July 2, 2009

3. 415 limit off-calendar year plan

   By Guest Peggy806, June 29, 2009
   • 4 replies
   • 2.3k views
   • 
   • Bill Presson
   • July 2, 2009

4. Maintain Salary Deferral Election Forms?

   By Guest TPAStacey, July 1, 2009
   • 6 replies
   • 3.8k views
   • 
   • K2retire
   • July 1, 2009

5. Generic or Customized Enrollment Booklets

   By Gadgetfreak, July 1, 2009
   • 2 replies
   • 1.9k views
   • 
   • Gadgetfreak
   • July 1, 2009

6. moving money out of a plan

   By Santo Gold, June 30, 2009
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • July 1, 2009

7. Discontinue SH Nonelective

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

8. Participant Statement Due Dates

   By Dazednconfused, June 30, 2009
   • 1 reply
   • 1.9k views
   • 
   • J Simmons
   • July 1, 2009

9. Partners and deferrals

   By jkharvey, October 30, 2008
   • 9 replies
   • 11.8k views
   • 
   • K2retire
   • June 30, 2009

10. Successor Plan?

    By cathyw, June 30, 2009
    • 1 reply
    • 1.4k views
    • 
    • masteff
    • June 30, 2009

11. Payment of non-spouse beneficiary

    By austin3515, June 30, 2009
    • 2 replies
    • 1.4k views
    • 
    • masteff
    • June 30, 2009

12. Timing of suspending safe harbor match

    By Laura Harrington, June 29, 2009
    • 3 replies
    • 2.1k views
    • 
    • Kevin C
    • June 30, 2009

13. Catch Up Contributions

    By Guest Michele Ciz, April 18, 2009
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • June 30, 2009

14. 401(k) deferrals and SH Match based on wrong compensation

    By rodin011, June 26, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 30, 2009

15. rule of parity

    By austin3515, June 25, 2009
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • June 29, 2009

16. New Plan in 2009

    By Gary, June 26, 2009
    • 2 replies
    • 1k views
    • 
    • John Feldt ERPA CPC QPA
    • June 29, 2009

17. Safe Harbor Matching Contributions and ADP/ACP Testing

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

18. 18 month time frame for statutory minimum calculation?

    By Guest 410b, June 24, 2009
    • 10 replies
    • 3.5k views
    • 
    • Mike Preston
    • June 26, 2009

19. Limits on Plans with Plan Year other than 12/31

    By Guest GordonJ, February 14, 2009
    • 10 replies
    • 8.9k views
    • 
    • J Simmons
    • June 26, 2009

20. Question about controlled groups

    By Guest ANON-MD, June 25, 2009
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • June 26, 2009

21. Revenue Ruling 77-200 adn 91-4

    By blue, June 25, 2009
    • 1 reply
    • 8.6k views
    • 
    • jevd
    • June 26, 2009

22. Employer deposited more into the salary deferral account than what was actually deferred

    By Guest DCquestioner, June 24, 2009
    • 2 replies
    • 1.3k views
    • 
    • Dennis Povloski
    • June 25, 2009

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

    By Guest Golden K, June 25, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 25, 2009

24. 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

25. Maximizing HCEs while Minimizing NHCEs

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

26. In-service distribution on account of disablity

    By blue, June 24, 2009
    • 0 replies
    • 1.4k views
    • 
    • blue
    • June 24, 2009

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

    By Guest rps1995, June 24, 2009
    • 0 replies
    • 3.8k views
    • 
    • Guest
    • June 24, 2009

28. Safe Harbor Match True-Up(Down)

    By 401king, June 23, 2009
    • 3 replies
    • 2k views
    • 
    • 401king
    • June 24, 2009

29. same desk rule in asset sale

    By Gudgergirl, June 22, 2009
    • 2 replies
    • 3k views
    • 
    • masteff
    • June 23, 2009

30. Safe Harbor Match "True UP"?

    By rodin011, June 22, 2009
    • 3 replies
    • 4k views
    • 
    • Blinky the 3-eyed Fish
    • June 22, 2009

31. EACA Permissible Withdrawals

    By BeccaERISA, June 16, 2009
    • 1 reply
    • 2.1k views
    • 
    • Kevin C
    • June 19, 2009

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

    By katieinny, June 18, 2009
    • 8 replies
    • 14.1k views
    • 
    • Guest
    • June 19, 2009

33. Top- Heavy 401k Plan Terminating SH Match

    By Guest Sayles, June 18, 2009
    • 3 replies
    • 1.7k views
    • 
    • jkdoll2
    • June 18, 2009

34. Benefits Rights and Features

    By Guest Pension Girl, June 16, 2009
    • 4 replies
    • 2.3k views
    • 
    • BG5150
    • June 18, 2009

35. Prohibited Transaction?

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

36. 410(b) question

    By Kevin C, June 12, 2009
    • 17 replies
    • 5.1k views
    • 
    • Guest
    • June 17, 2009

37. SEC settlement with a mutual fund company

    By John Feldt ERPA CPC QPA, June 17, 2009
    • 4 replies
    • 3.6k views
    • 
    • Peter Gulia
    • June 17, 2009

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

    By rlb64, June 16, 2009
    • 4 replies
    • 1.6k views
    • 
    • K2retire
    • June 17, 2009

39. Top Heavy Minimum Due - and Earnings?

    By PMC, June 16, 2009
    • 2 replies
    • 1.5k views
    • 
    • PMC
    • June 16, 2009

40. DOL and $12

    By ombskid, June 15, 2009
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • June 16, 2009

41. Benefits, Rights, and Features Question

    By Guest DCquestioner, June 12, 2009
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • June 16, 2009

42. another safe Harbor 401(K)

    By thepensionmaven, June 15, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • June 15, 2009

43. safe harbor match changing each year

    By SheilaD, June 1, 2009
    • 2 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • June 15, 2009

44. Definition of "Compensation"

    By thepensionmaven, June 13, 2009
    • 1 reply
    • 1.2k views
    • 
    • K2retire
    • June 13, 2009

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

    By Guest TimS, June 11, 2009
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • June 12, 2009

46. QNEC and Carve Out Method

    By CJS07, June 11, 2009
    • 2 replies
    • 2.3k views
    • 
    • BG5150
    • June 12, 2009

47. IRS Letter for Late Filing

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

48. Cancel a Plan Termination?

    By Guest dms9999, June 11, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • June 11, 2009

49. Roth 401(k) question

    By Guest ArkansasChris, June 10, 2009
    • 2 replies
    • 1k views
    • 
    • Appleby
    • June 11, 2009

50. Roth 401(k) and Brokerage Accounts

    By KateSmithPA, February 26, 2009
    • 3 replies
    • 2k views
    • 
    • Appleby
    • June 11, 2009