401(k) Plans

19,423 topics in this forum

1. Defined Contribution Plan

   By Guest GoneToSoon, December 26, 2008
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • December 26, 2008

2. 415 excess correction / EPCRS

   By fiona1, September 4, 2008
   • 5 replies
   • 5.9k views
   • 
   • QDROphile
   • December 25, 2008

3. SH Match - calling all, especially Tom Poje

   By Blinky the 3-eyed Fish, December 2, 2008
   • 13 replies
   • 2.9k views
   • 
   • K2retire
   • December 25, 2008

4. Required Minimim Distributions for 2008

   By Alex Daisy, December 24, 2008
   • 1 reply
   • 1.3k views
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   • MSN
   • December 24, 2008

5. Last Day Requirement

   By erinak03, December 22, 2008
   • 2 replies
   • 1.4k views
   • 
   • jpod
   • December 23, 2008

6. Administrative Challenge

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

7. Withdrawal of pre funded employer contribution

   By k man, December 19, 2008
   • 4 replies
   • 1.5k views
   • 
   • k man
   • December 23, 2008

8. Safe Harbor Method Change

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

9. After Tax contribution limit

   By Guest Mst Shake, December 19, 2008
   • 6 replies
   • 3.4k views
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   • Bird
   • December 22, 2008

10. Mid Year Suspension of Non-elective Contributions

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

11. Terminating DC Plan with ADP Excess

    By Guest dms9999, December 17, 2008
    • 2 replies
    • 1.3k views
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    • Lou S.
    • December 19, 2008

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

    By Lori H, December 11, 2008
    • 8 replies
    • 2.4k views
    • 
    • K2retire
    • December 19, 2008

13. Forfeitures used to reduce future employer contributions

    By Guest SuperMan, November 22, 1999
    • 7 replies
    • 3.6k views
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    • BG5150
    • December 18, 2008

14. Eligibility question- rehire

    By britoski, December 17, 2008
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 18, 2008

15. Simple IRA and 401(k)

    By Guest Tbrown, December 12, 2008
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • December 18, 2008

16. Safe Harbor Matching - Plan Design

    By Guest TooMuchFreeTime, December 15, 2008
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • December 17, 2008

17. QNEC Correction for improperly-excluded leased employees

    By Guest JackPoint, December 16, 2008
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 17, 2008

18. Safe Harbor Non Elective Contribution

    By Alex Daisy, December 16, 2008
    • 4 replies
    • 2.5k views
    • 
    • Tom Poje
    • December 17, 2008

19. discretionary contribution deposit deadline

    By Kimberly S, December 16, 2008
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • December 17, 2008

20. Seeking a clarification for employee contribution

    By basumukherji, December 16, 2008
    • 2 replies
    • 1.3k views
    • 
    • Don Levit
    • December 16, 2008

21. Who can deposit funds into a plan?

    By buckaroo, December 16, 2008
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • December 16, 2008

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

    By buckaroo, December 11, 2008
    • 2 replies
    • 3.8k views
    • 
    • buckaroo
    • December 16, 2008

23. Distributions for Annual valuated plan

    By Guest NPS Darren, December 11, 2008
    • 6 replies
    • 2.1k views
    • 
    • SMB
    • December 15, 2008

24. Use of Forfeitures

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

25. Safe Harbor and Changing Compensation

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

26. 401(a)(9) relief for 2009?

    By Kathy, December 12, 2008
    • 11 replies
    • 2k views
    • 
    • Bird
    • December 15, 2008

27. Auto Enroll Safe Harbor Match

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

28. doc allows catchups, payroll sdept. does not

    By Jim Chad, December 14, 2008
    • 3 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2008

29. Blackout Notice

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

30. Successor Plan

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

31. EACA/QACA

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

32. match on after-tax

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

33. Safe Harbor

    By Earl, December 11, 2008
    • 5 replies
    • 1.2k views
    • 
    • Earl
    • December 12, 2008

34. Max deferral

    By alexa, December 11, 2008
    • 4 replies
    • 1.7k views
    • 
    • alexa
    • December 12, 2008

35. Real estate investment

    By Guest Quacka, December 10, 2008
    • 12 replies
    • 1.7k views
    • 
    • Guest
    • December 11, 2008

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

    By austin3515, December 10, 2008
    • 10 replies
    • 9k views
    • 
    • Guest
    • December 11, 2008

37. Permitted Disparity Factor

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

38. 404(c)

    By Guest ArkansasChris, December 10, 2008
    • 5 replies
    • 1.8k views
    • 
    • J Simmons
    • December 11, 2008

39. 415(c) limitation apply to the employer or the person?

    By Guest fender5150, December 11, 2008
    • 3 replies
    • 1.4k views
    • 
    • K2retire
    • December 11, 2008

40. Software for 401K analysis

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

41. credit for service at old firm

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

42. Rule of Parity

    By IRA, November 25, 2008
    • 6 replies
    • 3.8k views
    • 
    • IRA
    • December 10, 2008

43. Is there a way around match limits?

    By Guest kg78, December 9, 2008
    • 8 replies
    • 1.6k views
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    • GMK
    • December 10, 2008

44. SPD's

    By Guest HRD, December 8, 2008
    • 6 replies
    • 1.4k views
    • 
    • Lori Friedman
    • December 9, 2008

45. Solo-K for SE Income

    By SMB, December 3, 2008
    • 3 replies
    • 1.2k views
    • 
    • SMB
    • December 9, 2008

46. Matching with company stock

    By Guest DBS1, December 2, 2008
    • 2 replies
    • 975 views
    • 
    • Guest
    • December 9, 2008

47. 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

48. Trust Identification Number

    By jala, December 8, 2008
    • 5 replies
    • 1.8k views
    • 
    • Bird
    • December 9, 2008

49. Excess match & deminimus distribution of $50

    By alexa, December 8, 2008
    • 2 replies
    • 1.9k views
    • 
    • alexa
    • December 9, 2008

50. What happens if one of my participants overcontributes?

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