401(k) Plans

19,321 topics in this forum

1. Hardships -- Primary Residence Purchase

   By Guest erisafried, June 2, 2008
   • 4 replies
   • 4.9k views
   • 
   • Belgarath
   • June 2, 2008

2. FICA Elective deferrals - States that do/don't track Code

   By Guest CJA, June 2, 2008
   • 5 replies
   • 1.4k views
   • 
   • Lori Friedman
   • June 2, 2008

3. Controlled Group

   By Guest Twinky, June 2, 2008
   • 8 replies
   • 1.9k views
   • 
   • BG5150
   • June 9, 2008

4. Calandar/Fiscal Yr. Control Group

   By sdix401k, May 30, 2008
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • June 2, 2008

5. Hardship Withdrawal - Prevent Foreclosure

   By Guest saotampa, May 30, 2008
   • 5 replies
   • 11.8k views
   • 
   • Guest
   • June 2, 2008

6. Loan AFTER Hardship

   By Guest Twinky, May 30, 2008
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • May 30, 2008

7. Incorrect adp refund

   By Santo Gold, May 29, 2008
   • 1 reply
   • 1.9k views
   • 
   • fiona1
   • May 30, 2008

8. 415 Amendments - Prototypes

   By austin3515, May 28, 2008
   • 2 replies
   • 1.8k views
   • 
   • austin3515
   • May 29, 2008

9. Converting money purchase plan to 401(k)

   By Guest Jill41402, May 28, 2008
   • 15 replies
   • 5.8k views
   • 
   • Guest
   • July 8, 2008

10. Contingent Benefit Rule and NQDC Plans

    By Guest mbw, May 28, 2008
    • 3 replies
    • 2.1k views
    • 
    • QDROphile
    • May 28, 2008

11. Money Purcahse merged with Profit Sharing

    By blue, May 27, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • May 28, 2008

12. Unfunded 3% Safe Harbor

    By DP, May 27, 2008
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • May 27, 2008

13. Determination letter filing for controlled group member

    By jlea, May 23, 2008
    • 0 replies
    • 1.3k views
    • 
    • jlea
    • May 23, 2008

14. Top Heavy 401(k)

    By pmacduff, May 22, 2008
    • 7 replies
    • 2.6k views
    • 
    • pmacduff
    • June 4, 2008

15. Mandatory IRA rollover 401(a)31(b)

    By Guest bouncingsoul, May 22, 2008
    • 2 replies
    • 1.9k views
    • 
    • Kevin C
    • May 22, 2008

16. DOL Proposed Regs for Timely Deposits

    By 12AX7, May 21, 2008
    • 21 replies
    • 3.7k views
    • 
    • Don Levit
    • May 29, 2008

17. Datair Windows - Coverge Testing

    By blue, May 21, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • May 21, 2008

18. Incorrect ACP Refund

    By Guest KJNFLA, May 21, 2008
    • 1 reply
    • 1k views
    • 
    • Bill Presson
    • May 21, 2008

19. ACP Safe Harbor hardship withdrawal

    By PMC, May 21, 2008
    • 3 replies
    • 3.8k views
    • 
    • Tom Poje
    • May 27, 2008

20. Exclude HCE's from SHNEC for flexibility

    By Jim Chad, May 21, 2008
    • 13 replies
    • 3.7k views
    • 
    • Jim Chad
    • May 29, 2008

21. Multiple plan loans

    By mariemonroe, May 20, 2008
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • May 21, 2008

22. Money Purchase/401(k) merger - late 5500

    By rlb64, May 20, 2008
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • May 20, 2008

23. Oops, we forgot to amend the Plan

    By Guest PBJ, May 19, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 19, 2008

24. foreign national foreign subsidiary

    By k man, May 19, 2008
    • 4 replies
    • 1.7k views
    • 
    • k man
    • May 19, 2008

25. Eligibility and Auto Enroll

    By Guest lgm, May 15, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 31, 2009

26. Automatice Enrollment (Not EACA/Not QACA)

    By KateSmithPA, May 15, 2008
    • 2 replies
    • 1.5k views
    • 
    • KateSmithPA
    • May 15, 2008

27. 415(c)(4) Business Explanation Needed

    By Guest TACLord, May 15, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 16, 2008

28. vanilla 401(k) and each person in their own class

    By Jim Chad, May 14, 2008
    • 4 replies
    • 1.2k views
    • 
    • Jim Chad
    • May 15, 2008

29. Picking and Choosing Among NHCEs If All HCEs are Excluded

    By Guest jhall, May 14, 2008
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • May 16, 2008

30. Participant Loan

    By Guest Stella P., May 14, 2008
    • 4 replies
    • 2k views
    • 
    • BG5150
    • May 14, 2008

31. 20% Federal w/h on rollover to Roth IRA?

    By Guest mac_qka, May 13, 2008
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • May 14, 2008

32. Parnter Forfeits

    By austin3515, May 12, 2008
    • 9 replies
    • 2.3k views
    • 
    • Bird
    • May 19, 2008

33. Compensaton Definition for Safe Harbor Non-Elective Plan

    By Bruddah Kimo, May 12, 2008
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 12, 2008

34. Davis Bacon EE contributions?

    By Guest Green92, May 12, 2008
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • June 13, 2008

35. Can you Merge a PS plan into a 403b?

    By austin3515, May 9, 2008
    • 0 replies
    • 2k views
    • 
    • austin3515
    • May 9, 2008

36. Final 401(k) 401(m) Amendments

    By Guest bouncingsoul, May 9, 2008
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • May 9, 2008

37. LLCs forming PLLC

    By Tinman, May 8, 2008
    • 2 replies
    • 1.2k views
    • 
    • Tinman
    • May 9, 2008

38. Retirement age in a 401(k) Plan

    By Jim Chad, May 8, 2008
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • May 8, 2008

39. True-Up Match for Prior year and Safe Harbor

    By PMC, May 8, 2008
    • 1 reply
    • 2.6k views
    • 
    • QDROphile
    • May 8, 2008

40. Change of force out back to $5,000

    By Jim Chad, May 7, 2008
    • 5 replies
    • 1.7k views
    • 
    • masteff
    • May 8, 2008

41. Catch up contributions and a fiscal year end plan

    By Guest EPS2, May 7, 2008
    • 5 replies
    • 3.7k views
    • 
    • dmwe
    • May 8, 2008

42. How to transfer the contribution from Sep-IRA to Solo-401k

    By Guest EPlus, May 7, 2008
    • 7 replies
    • 11.6k views
    • 
    • Guest
    • May 10, 2008

43. Take over plan & mapping

    By blue, May 6, 2008
    • 3 replies
    • 1.6k views
    • 
    • blue
    • May 7, 2008

44. 415 limit question

    By BG5150, May 6, 2008
    • 1 reply
    • 1.1k views
    • 
    • BG5150
    • May 9, 2008

45. Change of entity and ID #

    By Guest EPS2, May 6, 2008
    • 2 replies
    • 1.8k views
    • 
    • Bird
    • May 6, 2008

46. Hardship provisions...which do you use?

    By Jim Chad, May 6, 2008
    • 10 replies
    • 2.9k views
    • 
    • Guest
    • July 2, 2008

47. SEP participant excluded from 401k

    By ombskid, May 5, 2008
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • May 5, 2008

48. Minimum Deferral Contribution

    By Guest saotampa, May 5, 2008
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • May 6, 2008

49. A little problem

    By Guest furiousfurrball, April 30, 2008
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • May 1, 2008

50. In-Service Distributions at Any Age?

    By Guest Thornton, April 30, 2008
    • 14 replies
    • 2.9k views
    • 
    • Below Ground
    • May 2, 2008