401(k) Plans

19,276 topics in this forum

1. Plans that require 1 year of service PLUS 1,000 hours

   By Guest meeh3704, September 22, 2008
   • 20 replies
   • 6.4k views
   • 
   • Guest
   • September 24, 2008

2. 5330 - 402g Limit

   By CJS07, September 23, 2008
   • 1 reply
   • 2.3k views
   • 
   • Lou S.
   • September 23, 2008

3. earnings on a 415 refund

   By fiona1, September 23, 2008
   • 1 reply
   • 3.4k views
   • 
   • Lou S.
   • September 23, 2008

4. Dual Eligibility

   By Kimberly S, September 16, 2008
   • 10 replies
   • 3k views
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   • Kimberly S
   • September 23, 2008

5. 401(k) Loan

   By Alex Daisy, September 23, 2008
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • September 23, 2008

6. Form 5330

   By commishvp, September 19, 2008
   • 4 replies
   • 3k views
   • 
   • BG5150
   • September 23, 2008

7. 401(k) limit

   By Guest notapensiongeek, September 22, 2008
   • 5 replies
   • 1.2k views
   • 
   • Guest
   • September 23, 2008

8. Payroll shifts from bi-weekly to monthly for person w/ loan

   By BG5150, September 19, 2008
   • 8 replies
   • 3.4k views
   • 
   • R. Butler
   • September 22, 2008

9. Form 5310

   By Guest benefitsanalyst, September 22, 2008
   • 1 reply
   • 1.2k views
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   • J Simmons
   • September 22, 2008

10. Year End Discretionary/Interim Amendments for DC Plans

    By Guest ggbrock, September 22, 2008
    • 1 reply
    • 920 views
    • 
    • Guest
    • September 22, 2008

11. Determination Letter with VCP

    By Guest meeh3704, September 15, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • September 20, 2008

12. Excess Contribution

    By Guest Rutager, September 19, 2008
    • 4 replies
    • 1.5k views
    • 
    • fiona1
    • September 19, 2008

13. Deferral % or Dollar Amount

    By Guest notapensiongeek, September 17, 2008
    • 4 replies
    • 1.3k views
    • 
    • ERISAnut
    • September 19, 2008

14. Safe Harbor Match

    By jkdoll2, September 18, 2008
    • 2 replies
    • 1.5k views
    • 
    • Kevin C
    • September 18, 2008

15. moving from common law to leased employee

    By Guest Livia, September 16, 2008
    • 9 replies
    • 2.9k views
    • 
    • ERISAnut
    • September 18, 2008

16. Deferral Limit on HCE's

    By Guest scuba80, September 17, 2008
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • September 18, 2008

17. Conduit IRA for Roth contributions?

    By Guest jims, September 15, 2008
    • 3 replies
    • 4.4k views
    • 
    • jevd
    • September 18, 2008

18. QACA Automatic Enrollment Increase

    By DTH, September 17, 2008
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • September 17, 2008

19. Illegal alien and testing

    By Kimberly S, September 17, 2008
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • September 17, 2008

20. Filing Claim for Refund of PT Excise Tax?

    By Guest ggbrock, September 16, 2008
    • 0 replies
    • 907 views
    • 
    • Guest
    • September 16, 2008

21. Safe Harbor Contribution to Selective HCEs

    By Guest mcw, September 11, 2008
    • 6 replies
    • 1.7k views
    • 
    • buckaroo
    • September 16, 2008

22. Safe Harbor 401(k) and Modified Compensation Definition

    By buckaroo, September 15, 2008
    • 7 replies
    • 8.6k views
    • 
    • John Feldt ERPA CPC QPA
    • September 16, 2008

23. Mulitple Employer Plans

    By justatester, September 15, 2008
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • September 16, 2008

24. Withholding Too Much under Plan's Compsenation Definition

    By Guest ggbrock, September 15, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 15, 2008

25. Self Directed Plan

    By Gary, September 12, 2008
    • 16 replies
    • 2.1k views
    • 
    • J Simmons
    • September 15, 2008

26. Converstion of 401k to IRA

    By Guest giri, September 14, 2008
    • 3 replies
    • 932 views
    • 
    • ERISAnut
    • September 15, 2008

27. Investment Fiduciary & non-owner W2 employee of plan sponsor?

    By Guest Ohio-RIA, September 13, 2008
    • 1 reply
    • 927 views
    • 
    • ERISAnut
    • September 13, 2008

28. Suspensing Money

    By Guest andmik, September 8, 2008
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • September 12, 2008

29. 401(k) Balances into Roth

    By fiona1, September 11, 2008
    • 5 replies
    • 1.2k views
    • 
    • JanetM
    • September 12, 2008

30. Participant had deferrals taken in error

    By Guest nynaeve, September 11, 2008
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • September 12, 2008

31. Definition of Compensation

    By Guest notapensiongeek, September 12, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 12, 2008

32. 5500 problem

    By SRP, September 11, 2008
    • 3 replies
    • 1.2k views
    • 
    • ERISAnut
    • September 12, 2008

33. Is this cutting back a protected benefit?

    By Jim Chad, September 10, 2008
    • 17 replies
    • 3.6k views
    • 
    • Kevin C
    • September 11, 2008

34. New Audit requirements for small plans?

    By Guest fender5150, September 6, 2008
    • 11 replies
    • 2.6k views
    • 
    • Bird
    • September 11, 2008

35. Contribution Deadline

    By Guest SuzieQNEC, September 10, 2008
    • 2 replies
    • 1.2k views
    • 
    • ERISAnut
    • September 10, 2008

36. Plan Design

    By Guest naveen, September 8, 2008
    • 6 replies
    • 1.2k views
    • 
    • GBurns
    • September 9, 2008

37. Safe Harbor Match and Highly Compensated

    By Gadgetfreak, August 11, 2008
    • 5 replies
    • 4.8k views
    • 
    • Guest
    • September 8, 2008

38. Deduction When Plan Year / Tax Year Do Not Coincide

    By Guest notapensiongeek, September 5, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 8, 2008

39. ER Match/BRF Issue

    By Laura Harrington, August 26, 2008
    • 29 replies
    • 7.6k views
    • 
    • Guest
    • September 6, 2008

40. Contingent Benefit Rule

    By XTitan, September 5, 2008
    • 6 replies
    • 8.6k views
    • 
    • XTitan
    • September 6, 2008

41. Increasing the match mid-year

    By fiona1, September 4, 2008
    • 12 replies
    • 4.3k views
    • 
    • ERISAnut
    • September 5, 2008

42. Custodial Account vs. Trust

    By Guest Penelope, September 4, 2008
    • 3 replies
    • 3.9k views
    • 
    • masteff
    • September 5, 2008

43. Correction for loan for more than 50% vested balance

    By BG5150, September 2, 2008
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • September 3, 2008

44. Revocation of Spousal Consent to Non-Spouse Beneficiary

    By Guest kdddk14, September 3, 2008
    • 1 reply
    • 1.9k views
    • 
    • masteff
    • September 3, 2008

45. New EPCRS procedures

    By Kimberly S, August 27, 2008
    • 16 replies
    • 2.4k views
    • 
    • Guest
    • September 3, 2008

46. Vesting question

    By jkharvey, September 2, 2008
    • 4 replies
    • 1.3k views
    • 
    • J Simmons
    • September 3, 2008

47. Coverage-After Tax and Match

    By justatester, August 27, 2008
    • 16 replies
    • 2.7k views
    • 
    • BG5150
    • August 29, 2008

48. Employer wants to reduce prior discretionary contrib

    By Guest bevb, August 29, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 29, 2008

49. Old-school after tax vs. ACP Test

    By AlbanyConsultant, August 29, 2008
    • 2 replies
    • 1.5k views
    • 
    • ERISAnut
    • August 29, 2008

50. Earnings Calc on 415 Excess

    By Guest mac_qka, August 26, 2008
    • 3 replies
    • 1.3k views
    • 
    • ERISAnut
    • August 27, 2008