401(k) Plans

19,321 topics in this forum

1. Catch up contributions and negative compensation

   By Pixie, November 10, 2008
   • 1 reply
   • 1.3k views
   • 
   • PensionPro
   • November 10, 2008

2. Latest date to add a 401(k) Feature to a profit sharing plan

   By Guest DCquestioner, November 7, 2008
   • 5 replies
   • 2k views
   • 
   • Guest
   • November 10, 2008

3. Excess deferral and match forfeiture

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

4. 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

5. EACA to QACA

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

6. money purchase to 401(k)

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

7. Integrated Allocation w/ Safe Harbor

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

8. Off Calendar Year Limits

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

9. safe harbor timing question

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

10. Qualified CODA...

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

11. Fixed Match to Discretionary Match

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

12. Terminated 401(k) Plan Record Retention

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

13. QNEC – Grasping at Straws

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

14. Coverage/ADP question

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

15. Interest Rate on Plan Loan

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

16. Truly Discretionary Matching Contribution

    By Guest PBJ, June 11, 2007
    • 9 replies
    • 14.9k views
    • 
    • 401 Chaos
    • November 3, 2008

17. ADP refunds after full balance already distributed

    By jkharvey, October 31, 2008
    • 3 replies
    • 1.5k views
    • 
    • K2retire
    • November 3, 2008

18. 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

19. Exclude employees based on Employment Classification

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

20. Prohibited Transactions

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

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

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

22. Attempted 401(k) Contribution

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

23. Different Match Factor

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

24. 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

25. Search For New 401(k) Provider

    By Guest DBS1, October 29, 2008
    • 5 replies
    • 1.5k views
    • 
    • Kevin C
    • October 29, 2008

26. Failure to Amend

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

27. 404(c) & mapping/qualified change in investment options

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

28. EMPLOYEE DEFERRALS SENT TWICE

    By Guest MKELLY9522, October 9, 2008
    • 17 replies
    • 3.9k views
    • 
    • DMcGovern
    • October 27, 2008

29. Garnishment of IRA and 401(k) Plans

    By Guest chickbull, October 24, 2008
    • 5 replies
    • 5.3k views
    • 
    • Guest
    • October 27, 2008

30. IRA Distributions when born before 1936?

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

31. Partial year Safe Harbor plan: compensation definition

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

32. Protected Benefits

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

33. Fees charged to participants

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

34. Deferrals from Guaranteed Payments

    By jkharvey, October 22, 2008
    • 5 replies
    • 3.9k views
    • 
    • Bird
    • October 23, 2008

35. ADP refund was too much.

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

36. Administrative Limit

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

37. Bank leveraging company loan to get 401k business

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

38. Top Heavy Testing with Control Groups

    By Bruddah Kimo, October 22, 2008
    • 2 replies
    • 2.5k views
    • 
    • Bruddah Kimo
    • 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. prototype not 404(c) compliant

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

41. Mid-Year EACA

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

42. Taxation of deferrals

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

43. safe harbor - OOPS!

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

44. COLA_Rollover Chart (2008-2009)

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

45. Terminating Safe Harbor 401(k) Plan

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

46. Participant Plan Document Request

    By Guest Gumby, October 15, 2008
    • 7 replies
    • 6.7k views
    • 
    • Guest
    • October 17, 2008

47. 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

48. controlled group

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

49. SEP and 401(k)

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

50. Hardship Request - Purchase of Principal Residence

    By Guest K.C., October 15, 2008
    • 4 replies
    • 17.1k views
    • 
    • QDROphile
    • October 15, 2008