401(k) Plans

19,334 topics in this forum

1. Top Heavy Testing with Control Groups

   By Bruddah Kimo, October 22, 2008
   • 2 replies
   • 2.5k views
   • 
   • Bruddah Kimo
   • October 22, 2008

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

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

3. prototype not 404(c) compliant

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

4. Mid-Year EACA

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

5. Taxation of deferrals

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

6. safe harbor - OOPS!

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

7. COLA_Rollover Chart (2008-2009)

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

8. Terminating Safe Harbor 401(k) Plan

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

9. Participant Plan Document Request

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

10. 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

11. controlled group

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

12. SEP and 401(k)

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

13. Hardship Request - Purchase of Principal Residence

    By Guest K.C., October 15, 2008
    • 4 replies
    • 17.2k views
    • 
    • QDROphile
    • October 15, 2008

14. Excluded Employess & Cross Testing

    By Guest Michele Ciz, September 30, 2008
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • October 14, 2008

15. Prevailing Wage and Quarterly Match

    By Guest Tbrown, October 14, 2008
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • October 14, 2008

16. DB/DC Combination Contribution Limit

    By emmetttrudy, October 9, 2008
    • 9 replies
    • 4.4k views
    • 
    • Guest
    • October 13, 2008

17. Brokerage link

    By alexa, October 12, 2008
    • 5 replies
    • 1.8k views
    • 
    • J Simmons
    • October 13, 2008

18. New group in an existing profit sharing plan

    By Guest SuzieQNEC, October 12, 2008
    • 2 replies
    • 1.3k views
    • 
    • J Simmons
    • October 12, 2008

19. Super Basic 401K question(s) - Please Help =)

    By Guest kroach001, September 30, 2008
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • October 11, 2008

20. NON Quilified DRO

    By Guest BeBunk, October 10, 2008
    • 1 reply
    • 897 views
    • 
    • david rigby
    • October 11, 2008

21. Eligibility

    By Guest Butterfly, October 10, 2008
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • October 10, 2008

22. employer moved account to a riskier fund

    By Guest orm, October 8, 2008
    • 20 replies
    • 3.7k views
    • 
    • GBurns
    • October 10, 2008

23. LLC Loss - Catch up eligible?

    By Sully, October 7, 2008
    • 3 replies
    • 1.8k views
    • 
    • Kevin C
    • October 8, 2008

24. Prohibited Transaction

    By Guest mbw, October 8, 2008
    • 1 reply
    • 1k views
    • 
    • Kevin C
    • October 8, 2008

25. Form 5330: Late ADP/ACP corrections

    By justatester, October 1, 2008
    • 5 replies
    • 5.7k views
    • 
    • justatester
    • October 8, 2008

26. Form 5500 Reporting: Nonexempt Transaction

    By Guest meeh3704, October 7, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 7, 2008

27. Union Plan

    By Randy Watson, October 6, 2008
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • October 6, 2008

28. Employer over-withheld deferrals from employees' pay

    By Guest A. Kintner, March 21, 2008
    • 4 replies
    • 5.9k views
    • 
    • Guest
    • October 6, 2008

29. form 5500 ez filing, no EIN only SSN

    By Lori H, October 3, 2008
    • 7 replies
    • 3.4k views
    • 
    • Guest
    • October 6, 2008

30. Plan Administration

    By Gary, October 2, 2008
    • 6 replies
    • 2.1k views
    • 
    • ERISAnut
    • October 4, 2008

31. Two tiered matching formula

    By dmb, October 2, 2008
    • 4 replies
    • 3.7k views
    • 
    • J Simmons
    • October 3, 2008

32. Integrated Top Heavy P.S. Allocation

    By Lori H, September 30, 2008
    • 9 replies
    • 5k views
    • 
    • Mike Preston
    • October 3, 2008

33. elimination of disability distribution = cutback?

    By Guest Eris@rab, October 3, 2008
    • 1 reply
    • 1.6k views
    • 
    • ERISAnut
    • October 3, 2008

34. PPA

    By Nassau, October 3, 2008
    • 0 replies
    • 1.2k views
    • 
    • Nassau
    • October 3, 2008

35. Highly Compensated

    By MBCarey, September 11, 2008
    • 8 replies
    • 1.6k views
    • 
    • BG5150
    • October 3, 2008

36. PPA provision

    By Nassau, October 3, 2008
    • 0 replies
    • 1.1k views
    • 
    • Nassau
    • October 3, 2008

37. Increasing safe harbor match during plan year

    By MWeddell, October 1, 2008
    • 13 replies
    • 4.5k views
    • 
    • MWeddell
    • October 3, 2008

38. Separate Deferral Election on Bonus

    By Guest km6719, October 2, 2008
    • 4 replies
    • 6.1k views
    • 
    • J Simmons
    • October 3, 2008

39. Mistake of Fact question

    By Kimberly S, October 1, 2008
    • 10 replies
    • 4.1k views
    • 
    • Guest
    • October 2, 2008

40. QDRO Required?

    By Guest jvandyke, October 2, 2008
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 2, 2008

41. Can a person irrevocable waive receiving a PS contribution?

    By BG5150, October 1, 2008
    • 18 replies
    • 6.7k views
    • 
    • J Simmons
    • October 2, 2008

42. extra contribution for former DB participants

    By mariemonroe, September 29, 2008
    • 5 replies
    • 1.1k views
    • 
    • Jim Chad
    • October 1, 2008

43. Reduce or Stop Salary Deferral

    By §#$%!, September 30, 2008
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • October 1, 2008

44. Rollover Issue

    By Guest meeh3704, September 30, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • September 30, 2008

45. Can you do hardship for home in construction phase?

    By Guest SWH, September 30, 2008
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • September 30, 2008

46. ADP failure for 2006

    By fiona1, September 30, 2008
    • 5 replies
    • 1.6k views
    • 
    • Leopurrd
    • September 30, 2008

47. 401 k plan account insured?

    By Guest Dan Shea, September 30, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 30, 2008

48. Controlled Group & 401(k) Individual

    By Guest jkhanna, September 30, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 30, 2008

49. URGENT! New Safe Harbor Plan Establishment Deadline

    By Guest bariww, September 30, 2008
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • September 30, 2008

50. Top Heavy Determination

    By RPP2001, September 29, 2008
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • September 30, 2008