401(k) Plans

19,334 topics in this forum

1. Retirement age in a 401(k) Plan

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

2. Catch up contributions and a fiscal year end plan

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

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

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

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

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

5. Failed Compensation Ratio Test

   By Guest Rachelw, February 11, 2008
   • 18 replies
   • 15.8k views
   • 
   • Guest
   • May 8, 2008

6. Take over plan & mapping

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

7. Change of entity and ID #

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

8. Minimum Deferral Contribution

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

9. Definition of Comp & match

   By ombskid, April 29, 2008
   • 8 replies
   • 2.2k views
   • 
   • austin3515
   • May 5, 2008

10. SEP participant excluded from 401k

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

11. In-Service Distributions at Any Age?

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

12. A little problem

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

13. Investment Restrictions in 401(k) Plan

    By Guest notapensiongeek, April 25, 2008
    • 20 replies
    • 9.1k views
    • 
    • Guest
    • May 1, 2008

14. Controlled Group

    By Guest Mike Schwing, April 30, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 30, 2008

15. Reclassifying Salary Deferrals as Employer Contributions

    By Guest sacobb, December 16, 1999
    • 7 replies
    • 3.3k views
    • 
    • Tom Poje
    • April 30, 2008

16. Allocation of 401K Contribution /Active Participation Rules

    By Guest dancin, April 29, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 30, 2008

17. simple IRA and Safe Harbor 401(k)

    By Lori H, April 28, 2008
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • April 29, 2008

18. Vesting Question

    By MBCarey, April 28, 2008
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • April 28, 2008

19. 401(k) Match over 100%

    By nancy, April 27, 2008
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • April 28, 2008

20. investment options in 401k

    By Guest lip, April 23, 2008
    • 16 replies
    • 3.6k views
    • 
    • Guest
    • April 28, 2008

21. beneficiary question

    By k man, April 25, 2008
    • 5 replies
    • 1.6k views
    • 
    • masteff
    • April 25, 2008

22. Invalid Beneficiary Designation Form

    By Guest Thornton, April 18, 2008
    • 8 replies
    • 7.8k views
    • 
    • Peter Gulia
    • April 25, 2008

23. How to Eliminate In-Service Distributions in 401(k) in a Merger?

    By Guest woodchuck, April 22, 2008
    • 8 replies
    • 3.4k views
    • 
    • BG5150
    • April 25, 2008

24. Two Deductions From Gross Pay For Matching Contribution?

    By Guest jbergstrom, April 23, 2008
    • 5 replies
    • 4.9k views
    • 
    • JanetM
    • April 24, 2008

25. Take over plan

    By Guest lindamichals, April 22, 2008
    • 5 replies
    • 1.6k views
    • 
    • Kimberly S
    • April 22, 2008

26. Match Forfeiture reinstate

    By alexa, April 21, 2008
    • 7 replies
    • 3.4k views
    • 
    • BG5150
    • April 22, 2008

27. HCE Determination and Foreign Income

    By Guest mrnardoz, April 22, 2008
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 22, 2008

28. Non-cash prizes and awards

    By Guest FAQ, April 17, 2008
    • 5 replies
    • 4.7k views
    • 
    • Mike Preston
    • April 22, 2008

29. 401(k) and Sole Proprietorship

    By Below Ground, April 21, 2008
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • April 21, 2008

30. Freezing nondiscretionary match & Notice requirements

    By alexa, April 20, 2008
    • 1 reply
    • 1.9k views
    • 
    • JanetM
    • April 21, 2008

31. Collectively bargained employees in 401(k) plan

    By jlea, April 21, 2008
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • April 21, 2008

32. rollover of death benefit for nonspouse beneficiary

    By alexa, April 21, 2008
    • 2 replies
    • 2k views
    • 
    • Peanut Butter Man
    • April 21, 2008

33. May a 401(k) Plan Exclude non-U.S. Citizens

    By Guest Captain Pass, April 19, 2008
    • 1 reply
    • 1.8k views
    • 
    • PensionPro
    • April 19, 2008

34. QSLOBs

    By Randy Watson, April 19, 2008
    • 0 replies
    • 988 views
    • 
    • Randy Watson
    • April 19, 2008

35. Safe Harbor contribution not made

    By CJS07, April 17, 2008
    • 4 replies
    • 1.8k views
    • 
    • rcline46
    • April 18, 2008

36. 401(k) elective deferral hierarchy

    By Guest Thomas2006, April 14, 2008
    • 10 replies
    • 10.5k views
    • 
    • GMK
    • April 18, 2008

37. Safe Harbor 401(k) Plan & Top Heavy

    By Below Ground, April 17, 2008
    • 3 replies
    • 1.9k views
    • 
    • Below Ground
    • April 18, 2008

38. Resigning from case

    By k man, April 17, 2008
    • 4 replies
    • 1.5k views
    • 
    • J Simmons
    • April 17, 2008

39. 401k employee contributions

    By Guest CSJB, April 16, 2008
    • 2 replies
    • 3.4k views
    • 
    • masteff
    • April 16, 2008

40. Successor Plan Issue

    By Guest matt2800, April 16, 2008
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • April 16, 2008

41. 5330 Paid Preparer

    By Blinky the 3-eyed Fish, April 15, 2008
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • April 15, 2008

42. Distribution - spousal consent

    By Guest jimmybeau, April 15, 2008
    • 1 reply
    • 1.7k views
    • 
    • JanetM
    • April 15, 2008

43. Partner deducts 401(a) PLUS 401(k)?

    By rcline46, April 15, 2008
    • 3 replies
    • 1.5k views
    • 
    • rcline46
    • April 15, 2008

44. 401(k) Plan Automatic Enrollment Error

    By Guest Gloria Goldberg, April 15, 2008
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 15, 2008

45. Aggregating plans for testing?

    By Guest KRS401k, March 26, 2008
    • 4 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 14, 2008

46. Break In Service Rules

    By Guest PBJ, April 12, 2008
    • 6 replies
    • 5.3k views
    • 
    • PLAN MAN
    • April 14, 2008

47. Using a 401(k) Plan to Finance Franchise Business

    By 401 Chaos, April 14, 2008
    • 3 replies
    • 1.7k views
    • 
    • Belgarath
    • April 14, 2008

48. PPA Notices

    By Guest DWH, April 14, 2008
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • April 14, 2008

49. Life Insurance with Roth 401k

    By SheilaD, April 11, 2008
    • 3 replies
    • 1.2k views
    • 
    • SheilaD
    • April 14, 2008

50. safe harbor nonelective plan

    By jpod, April 11, 2008
    • 1 reply
    • 1.4k views
    • 
    • Kevin C
    • April 11, 2008