401(k) Plans

19,276 topics in this forum

1. safe harbor plan merging into non-safe harbor plan, different plan years

   By maverick, November 6, 2008
   • 0 replies
   • 1.1k views
   • 
   • maverick
   • November 6, 2008

2. Excess deferral and match forfeiture

   By alexa, November 6, 2008
   • 1 reply
   • 1.6k views
   • 
   • Jim Chad
   • November 7, 2008

3. money purchase to 401(k)

   By Lori H, November 6, 2008
   • 10 replies
   • 2.7k views
   • 
   • Guest
   • November 6, 2008

4. Off Calendar Year Limits

   By MBCarey, November 6, 2008
   • 3 replies
   • 7.7k views
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   • Tom Poje
   • November 6, 2008

5. Integrated Allocation w/ Safe Harbor

   By Guest tzuck, November 6, 2008
   • 5 replies
   • 1.1k views
   • 
   • Guest
   • November 6, 2008

6. Company that pays weekly wants to send census to me quarterly

   By Jim Chad, November 6, 2008
   • 15 replies
   • 1.5k views
   • 
   • cdavis25
   • November 13, 2008

7. Fixed Match to Discretionary Match

   By Guest notapensiongeek, November 6, 2008
   • 1 reply
   • 1.4k views
   • 
   • J Simmons
   • November 6, 2008

8. safe harbor timing question

   By K2retire, November 6, 2008
   • 2 replies
   • 1.3k views
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   • K2retire
   • November 6, 2008

9. Terminated 401(k) Plan Record Retention

   By Guest staceycaylor, November 5, 2008
   • 3 replies
   • 2.2k views
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   • Guest
   • November 5, 2008

10. EACA to QACA

    By PMC, November 5, 2008
    • 2 replies
    • 1.4k views
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    • K2retire
    • November 6, 2008

11. Qualified CODA...

    By Guest EPS2, November 5, 2008
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • November 6, 2008

12. Coverage/ADP question

    By fiona1, November 5, 2008
    • 0 replies
    • 891 views
    • 
    • fiona1
    • November 5, 2008

13. QNEC – Grasping at Straws

    By buckaroo, November 4, 2008
    • 10 replies
    • 2.7k views
    • 
    • fiona1
    • November 5, 2008

14. Interest Rate on Plan Loan

    By Guest meeh3704, November 4, 2008
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • November 4, 2008

15. 410(b) testing of 403(b) and 401(k) plans of related entities

    By Guest Paula G, October 31, 2008
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • October 31, 2008

16. Attempted 401(k) Contribution

    By Guest ccl, October 31, 2008
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • October 31, 2008

17. ADP refunds after full balance already distributed

    By jkharvey, October 31, 2008
    • 3 replies
    • 1.4k views
    • 
    • K2retire
    • November 3, 2008

18. Exclude employees based on Employment Classification

    By Alex Daisy, October 30, 2008
    • 3 replies
    • 1.6k views
    • 
    • BG5150
    • October 31, 2008

19. Different Match Factor

    By justatester, October 30, 2008
    • 0 replies
    • 1.1k views
    • 
    • justatester
    • October 30, 2008

20. Partners and deferrals

    By jkharvey, October 30, 2008
    • 9 replies
    • 10.8k views
    • 
    • K2retire
    • June 30, 2009

21. Maximum Annual Addition for Non-Calendar Plan Year End

    By Guest Albatross, October 29, 2008
    • 4 replies
    • 2.3k views
    • 
    • Lou S.
    • October 30, 2008

22. Search For New 401(k) Provider

    By Guest DBS1, October 29, 2008
    • 5 replies
    • 1.4k views
    • 
    • Kevin C
    • October 29, 2008

23. Need suggestion for speaker for Milwaukee-based retirement professionals' group

    By ERISAatty, October 28, 2008
    • 2 replies
    • 1.1k views
    • 
    • ERISAatty
    • October 31, 2008

24. 404(c) & mapping/qualified change in investment options

    By Guest ggbrock, October 27, 2008
    • 5 replies
    • 5.9k views
    • 
    • J Simmons
    • October 27, 2008

25. IRA Distributions when born before 1936?

    By Guest chickbull, October 25, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • October 27, 2008

26. Garnishment of IRA and 401(k) Plans

    By Guest chickbull, October 24, 2008
    • 5 replies
    • 5.2k views
    • 
    • Guest
    • October 27, 2008

27. Prohibited Transactions

    By Guest eparrs, October 24, 2008
    • 1 reply
    • 1.5k views
    • 
    • Ron Snyder
    • October 31, 2008

28. Fees charged to participants

    By CJS07, October 23, 2008
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • October 23, 2008

29. Protected Benefits

    By Nassau, October 23, 2008
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • October 24, 2008

30. Administrative Limit

    By Earl, October 22, 2008
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • October 23, 2008

31. Failure to Amend

    By Guest TooMuchFreeTime, October 22, 2008
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 27, 2008

32. Deferrals from Guaranteed Payments

    By jkharvey, October 22, 2008
    • 5 replies
    • 3.8k views
    • 
    • Bird
    • October 23, 2008

33. Top Heavy Testing with Control Groups

    By Bruddah Kimo, October 22, 2008
    • 2 replies
    • 2.4k views
    • 
    • Bruddah Kimo
    • October 22, 2008

34. Partial year Safe Harbor plan: compensation definition

    By AndrewZ, October 21, 2008
    • 5 replies
    • 3.2k views
    • 
    • Tom Poje
    • October 24, 2008

35. Bank leveraging company loan to get 401k business

    By Guest dstran, October 21, 2008
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • October 22, 2008

36. ADP refund was too much.

    By fiona1, October 21, 2008
    • 3 replies
    • 3k views
    • 
    • Tom Poje
    • October 23, 2008

37. Mid-Year EACA

    By DTH, October 21, 2008
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • October 21, 2008

38. prototype not 404(c) compliant

    By jlea, October 20, 2008
    • 19 replies
    • 3.2k views
    • 
    • J Simmons
    • October 22, 2008

39. Investment Company TPA Fees - 408 - Req'd Info Unavail.

    By BeanCounterBlues, October 20, 2008
    • 3 replies
    • 1.5k views
    • 
    • BeanCounterBlues
    • October 22, 2008

40. COLA_Rollover Chart (2008-2009)

    By Gary Lesser, October 20, 2008
    • 0 replies
    • 930 views
    • 
    • Gary Lesser
    • October 20, 2008

41. Taxation of deferrals

    By Guest Sieve, October 19, 2008
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • October 20, 2008

42. safe harbor - OOPS!

    By mphs77, October 16, 2008
    • 4 replies
    • 2k views
    • 
    • BG5150
    • October 20, 2008

43. Terminating Safe Harbor 401(k) Plan

    By Guest notapensiongeek, October 16, 2008
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 17, 2008

44. Participant Plan Document Request

    By Guest Gumby, October 15, 2008
    • 7 replies
    • 6.4k views
    • 
    • Guest
    • October 17, 2008

45. ASG member adopts existing SH in final 3 months-OK?

    By Guest lushbenefits, October 15, 2008
    • 2 replies
    • 1k views
    • 
    • Jim Chad
    • October 16, 2008

46. Hardship Request - Purchase of Principal Residence

    By Guest K.C., October 15, 2008
    • 4 replies
    • 16.9k views
    • 
    • QDROphile
    • October 15, 2008

47. SEP and 401(k)

    By Kimberly S, October 14, 2008
    • 7 replies
    • 1.5k views
    • 
    • Kimberly S
    • October 15, 2008

48. controlled group

    By Guest Jodi S., October 14, 2008
    • 4 replies
    • 1.9k views
    • 
    • jkdoll2
    • October 15, 2008

49. Ceasing SH NEC

    By Guest Sieve, October 14, 2008
    • 17 replies
    • 3.2k views
    • 
    • WDIK
    • February 2, 2009

50. Prevailing Wage and Quarterly Match

    By Guest Tbrown, October 14, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • October 14, 2008