401(k) Plans

19,502 topics in this forum

1. Benefits, Rights, and Features Question

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

2. another safe Harbor 401(K)

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

3. safe harbor match changing each year

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

4. Definition of "Compensation"

   By thepensionmaven, June 13, 2009
   • 1 reply
   • 1.3k views
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   • K2retire
   • June 13, 2009

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

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

6. QNEC and Carve Out Method

   By CJS07, June 11, 2009
   • 2 replies
   • 2.4k views
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   • BG5150
   • June 12, 2009

7. IRS Letter for Late Filing

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

8. Cancel a Plan Termination?

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

9. Roth 401(k) question

   By Guest ArkansasChris, June 10, 2009
   • 2 replies
   • 1.1k views
   • 
   • Appleby
   • June 11, 2009

10. Roth 401(k) and Brokerage Accounts

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

11. Top Heavy Test

    By Guest slugn, June 11, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 11, 2009

12. Notice Requirements

    By Guest nmyers, June 9, 2009
    • 6 replies
    • 3.7k views
    • 
    • John Feldt ERPA CPC QPA
    • June 10, 2009

13. Ineligible Rollover

    By goldtpa, June 9, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 9, 2009

14. Late Deferral Form 5330 Filing

    By Below Ground, March 20, 2008
    • 5 replies
    • 2.9k views
    • 
    • 401 Chaos
    • June 9, 2009

15. Eliminating loans from a plan

    By tymesup, June 8, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 9, 2009

16. 3% Safe Harbor

    By Jay3, June 8, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • June 8, 2009

17. Adding Roth - new EIN necessary?

    By Gudgergirl, June 8, 2009
    • 2 replies
    • 1.1k views
    • 
    • jkdoll2
    • June 8, 2009

18. 401(k) with QJ&SA normal form

    By Guest braindead, June 5, 2009
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • June 7, 2009

19. health insurance preimums

    By LIBERTYKID, April 23, 2009
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • June 7, 2009

20. Contributions sent to wrong account...

    By jquazza, June 2, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • June 6, 2009

21. Hardship question

    By PFranckowiak, June 5, 2009
    • 3 replies
    • 2k views
    • 
    • masteff
    • June 5, 2009

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

    By Tom Poje, May 15, 2009
    • 29 replies
    • 5.6k views
    • 
    • Tom Poje
    • June 5, 2009

23. Post Severance Compensation

    By PFranckowiak, June 4, 2009
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • June 5, 2009

24. ACP Split Testing Method

    By Guest dsw713, June 2, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • June 4, 2009

25. Family Attribution

    By Guest RS182, June 4, 2009
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • June 4, 2009

26. 401k safe harbor plan amendment logistics

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

27. Prototype - Now a Multiple ER

    By PFranckowiak, June 3, 2009
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • June 3, 2009

28. Cancelling a 401k

    By Guest vinson7, June 2, 2009
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • June 3, 2009

29. Terminated Employees Vesting Schedule

    By Guest bouncingsoul, June 2, 2009
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • June 3, 2009

30. Form 5330 for excess contributions

    By Guest Pat Metallic, June 3, 2009
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • June 3, 2009

31. Changing Participant's Account to a Trust

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

32. Amendment Notice - change in eligibility

    By Guest jimmybeau, June 1, 2009
    • 3 replies
    • 1.9k views
    • 
    • BG5150
    • June 2, 2009

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

    By Guest BL333, June 1, 2009
    • 6 replies
    • 1.8k views
    • 
    • WDIK
    • June 2, 2009

34. FAS 157

    By Guest CRM, June 2, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • June 2, 2009

35. safe harbor 4k plans

    By Guest DNH, May 14, 2009
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • May 31, 2009

36. Effective Availability

    By BTG, May 29, 2009
    • 4 replies
    • 2k views
    • 
    • K2retire
    • May 29, 2009

37. Safe Harbor 3% w/ Disc Match

    By Guest North Meets South, May 26, 2009
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • May 29, 2009

38. PPA Quarterly Statements

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

39. 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
    • 2.7k views
    • 
    • Bird
    • May 29, 2009

40. Safe Harbor NEC to HCE

    By Guest Peggy806, May 27, 2009
    • 2 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 28, 2009

41. One-to-One Correction

    By 12AX7, May 28, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 28, 2009

42. VCFP vs. self correction

    By Guest CRM, May 28, 2009
    • 2 replies
    • 6.1k views
    • 
    • Guest
    • May 28, 2009

43. Multiemployer 401(k) Plan

    By PJ2009, May 27, 2009
    • 6 replies
    • 2.5k views
    • 
    • PJ2009
    • May 28, 2009

44. document sponsor in footnote on adoption agreement

    By Jim Chad, May 21, 2009
    • 3 replies
    • 1.2k views
    • 
    • imchipbrown
    • May 28, 2009

45. Multiple Employer Plan to Single Employer Plan

    By justatester, May 27, 2009
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • May 28, 2009

46. Commission-Only Employees

    By Guest Tad77, May 20, 2009
    • 5 replies
    • 3.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2009

47. Match Contribution True-Up for Active Employees Only

    By buckaroo, May 22, 2009
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 22, 2009

48. Mistakenly made a Safe Harbor Match Contribution

    By Alex Daisy, May 19, 2009
    • 16 replies
    • 5.7k views
    • 
    • Kevin C
    • May 22, 2009

49. Mandatory Cash Out

    By Guest ebailey, May 19, 2009
    • 2 replies
    • 2.1k views
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    • QDROphile
    • May 20, 2009

50. Excess Deferral Correction

    By Guest Jill B, May 19, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 19, 2009