401(k) Plans

19,276 topics in this forum

1. Required Minimim Distributions for 2008

   By Alex Daisy, December 24, 2008
   • 1 reply
   • 1.2k views
   • 
   • MSN
   • December 24, 2008

2. Last Day Requirement

   By erinak03, December 22, 2008
   • 2 replies
   • 1.3k views
   • 
   • jpod
   • December 23, 2008

3. Safe Harbor Method Change

   By Guest jimmybeau, December 22, 2008
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • December 22, 2008

4. Safe Harbor - revised for previous year

   By Guest jimmybeau, December 22, 2008
   • 12 replies
   • 1.9k views
   • 
   • Kevin C
   • December 31, 2008

5. Mid Year Suspension of Non-elective Contributions

   By J. Bringhurst, December 19, 2008
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • December 21, 2008

6. Administrative Challenge

   By Gary, December 19, 2008
   • 6 replies
   • 1.5k views
   • 
   • JanetM
   • December 23, 2008

7. After Tax contribution limit

   By Guest Mst Shake, December 19, 2008
   • 6 replies
   • 3.3k views
   • 
   • Bird
   • December 22, 2008

8. Withdrawal of pre funded employer contribution

   By k man, December 19, 2008
   • 4 replies
   • 1.4k views
   • 
   • k man
   • December 23, 2008

9. Eligibility question- rehire

   By britoski, December 17, 2008
   • 2 replies
   • 2k views
   • 
   • Guest
   • December 18, 2008

10. Terminating DC Plan with ADP Excess

    By Guest dms9999, December 17, 2008
    • 2 replies
    • 1.2k views
    • 
    • Lou S.
    • December 19, 2008

11. QNEC Correction for improperly-excluded leased employees

    By Guest JackPoint, December 16, 2008
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2008

12. Seeking a clarification for employee contribution

    By basumukherji, December 16, 2008
    • 2 replies
    • 1.2k views
    • 
    • Don Levit
    • December 16, 2008

13. Amending Safe Harbor Plan

    By Shannon, December 16, 2008
    • 2 replies
    • 2k views
    • 
    • K2retire
    • March 13, 2009

14. Discontinue safe harbor 3%

    By rlb64, December 16, 2008
    • 25 replies
    • 6.4k views
    • 
    • Kevin C
    • December 29, 2008

15. Safe Harbor Non Elective Contribution

    By Alex Daisy, December 16, 2008
    • 4 replies
    • 2.4k views
    • 
    • Tom Poje
    • December 17, 2008

16. discretionary contribution deposit deadline

    By Kimberly S, December 16, 2008
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • December 17, 2008

17. Who can deposit funds into a plan?

    By buckaroo, December 16, 2008
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • December 16, 2008

18. Use of Forfeitures

    By BTG, December 15, 2008
    • 0 replies
    • 1.1k views
    • 
    • BTG
    • December 15, 2008

19. Safe Harbor and Changing Compensation

    By Randy Watson, December 15, 2008
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • December 15, 2008

20. Auto Enroll Safe Harbor Match

    By Guest Jamie Hayes, December 15, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 15, 2008

21. Safe Harbor Matching - Plan Design

    By Guest TooMuchFreeTime, December 15, 2008
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • December 17, 2008

22. doc allows catchups, payroll sdept. does not

    By Jim Chad, December 14, 2008
    • 3 replies
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2008

23. match on after-tax

    By alexa, December 12, 2008
    • 1 reply
    • 986 views
    • 
    • J Simmons
    • December 13, 2008

24. Blackout Notice

    By Alex Daisy, December 12, 2008
    • 1 reply
    • 919 views
    • 
    • Guest
    • December 15, 2008

25. 401(a)(9) relief for 2009?

    By Kathy, December 12, 2008
    • 11 replies
    • 1.9k views
    • 
    • Bird
    • December 15, 2008

26. EACA/QACA

    By msmith, December 12, 2008
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 15, 2008

27. Simple IRA and 401(k)

    By Guest Tbrown, December 12, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • December 18, 2008

28. company wants to add LLC to current 401(k)

    By Lori H, December 11, 2008
    • 8 replies
    • 2.3k views
    • 
    • K2retire
    • December 19, 2008

29. Max deferral

    By alexa, December 11, 2008
    • 4 replies
    • 1.6k views
    • 
    • alexa
    • December 12, 2008

30. Distributions for Annual valuated plan

    By Guest NPS Darren, December 11, 2008
    • 6 replies
    • 2k views
    • 
    • SMB
    • December 15, 2008

31. Successor Plan

    By Guest lvegas, December 11, 2008
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 15, 2008

32. Timing of Forfeiture of related match on ADP corrective conts.

    By buckaroo, December 11, 2008
    • 2 replies
    • 3.7k views
    • 
    • buckaroo
    • December 16, 2008

33. Safe Harbor

    By Earl, December 11, 2008
    • 5 replies
    • 1.1k views
    • 
    • Earl
    • December 12, 2008

34. 415(c) limitation apply to the employer or the person?

    By Guest fender5150, December 11, 2008
    • 3 replies
    • 1.2k views
    • 
    • K2retire
    • December 11, 2008

35. Prototype vs. Volume Submitter "Check the Box"

    By austin3515, December 10, 2008
    • 10 replies
    • 8.6k views
    • 
    • Guest
    • December 11, 2008

36. 404(c)

    By Guest ArkansasChris, December 10, 2008
    • 5 replies
    • 1.7k views
    • 
    • J Simmons
    • December 11, 2008

37. Permitted Disparity Factor

    By austin3515, December 10, 2008
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • December 11, 2008

38. Real estate investment

    By Guest Quacka, December 10, 2008
    • 12 replies
    • 1.6k views
    • 
    • Guest
    • December 11, 2008

39. credit for service at old firm

    By Jim Chad, December 9, 2008
    • 3 replies
    • 1k views
    • 
    • QDROphile
    • December 10, 2008

40. Is there a way around match limits?

    By Guest kg78, December 9, 2008
    • 8 replies
    • 1.5k views
    • 
    • GMK
    • December 10, 2008

41. Software for 401K analysis

    By Guest wealthmgmt, December 9, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 11, 2008

42. SPD's

    By Guest HRD, December 8, 2008
    • 6 replies
    • 1.3k views
    • 
    • Lori Friedman
    • December 9, 2008

43. Trust Identification Number

    By jala, December 8, 2008
    • 5 replies
    • 1.7k views
    • 
    • Bird
    • December 9, 2008

44. Excess match & deminimus distribution of $50

    By alexa, December 8, 2008
    • 2 replies
    • 1.8k views
    • 
    • alexa
    • December 9, 2008

45. Rollover from non-Roth 401(k) directly to Roth IRA

    By Guest mickiemurphy, December 8, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 9, 2008

46. What happens if one of my participants overcontributes?

    By Guest DFR, December 8, 2008
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • December 8, 2008

47. Per Pay Match to Partners

    By WesleyT, December 8, 2008
    • 1 reply
    • 954 views
    • 
    • Bird
    • December 8, 2008

48. Can you rescind a Safe Harbor Notice?

    By Guest SVA Retirement Plan Svc., December 8, 2008
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 8, 2008

49. Eligibility of 500 hours in 6 months

    By Jim Chad, December 5, 2008
    • 5 replies
    • 5.5k views
    • 
    • Tom Poje
    • December 5, 2008

50. Change in Plan Sponsor - Amended and Restated Plan

    By Alex Daisy, December 4, 2008
    • 7 replies
    • 3.4k views
    • 
    • jpod
    • December 8, 2008