401(k) Plans

19,388 topics in this forum

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

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

2. 415 limit question

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

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

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

4. LLCs forming PLLC

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

5. Retirement age in a 401(k) Plan

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

6. Catch up contributions and a fiscal year end plan

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

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

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

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

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

9. Failed Compensation Ratio Test

   By Guest Rachelw, February 11, 2008
   • 18 replies
   • 16.1k views
   • 
   • Guest
   • May 8, 2008

10. Take over plan & mapping

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

11. Change of entity and ID #

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

12. Minimum Deferral Contribution

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

13. Definition of Comp & match

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

14. SEP participant excluded from 401k

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

15. In-Service Distributions at Any Age?

    By Guest Thornton, April 30, 2008
    • 14 replies
    • 3k views
    • 
    • Below Ground
    • May 2, 2008

16. A little problem

    By Guest furiousfurrball, April 30, 2008
    • 2 replies
    • 1.5k views
    • 
    • BG5150
    • May 1, 2008

17. Investment Restrictions in 401(k) Plan

    By Guest notapensiongeek, April 25, 2008
    • 20 replies
    • 9.7k views
    • 
    • Guest
    • May 1, 2008

18. Controlled Group

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

19. Reclassifying Salary Deferrals as Employer Contributions

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

20. Allocation of 401K Contribution /Active Participation Rules

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

21. simple IRA and Safe Harbor 401(k)

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

22. Vesting Question

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

23. 401(k) Match over 100%

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

24. investment options in 401k

    By Guest lip, April 23, 2008
    • 16 replies
    • 3.7k views
    • 
    • Guest
    • April 28, 2008

25. beneficiary question

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

26. Invalid Beneficiary Designation Form

    By Guest Thornton, April 18, 2008
    • 8 replies
    • 7.9k views
    • 
    • Peter Gulia
    • April 25, 2008

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

    By Guest woodchuck, April 22, 2008
    • 8 replies
    • 3.5k views
    • 
    • BG5150
    • April 25, 2008

28. Two Deductions From Gross Pay For Matching Contribution?

    By Guest jbergstrom, April 23, 2008
    • 5 replies
    • 5.3k views
    • 
    • JanetM
    • April 24, 2008

29. Take over plan

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

30. Match Forfeiture reinstate

    By alexa, April 21, 2008
    • 7 replies
    • 3.5k views
    • 
    • BG5150
    • April 22, 2008

31. HCE Determination and Foreign Income

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

32. Non-cash prizes and awards

    By Guest FAQ, April 17, 2008
    • 5 replies
    • 4.8k views
    • 
    • Mike Preston
    • April 22, 2008

33. 401(k) and Sole Proprietorship

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

34. Freezing nondiscretionary match & Notice requirements

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

35. Collectively bargained employees in 401(k) plan

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

36. rollover of death benefit for nonspouse beneficiary

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

37. 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

38. QSLOBs

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

39. Safe Harbor contribution not made

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

40. 401(k) elective deferral hierarchy

    By Guest Thomas2006, April 14, 2008
    • 10 replies
    • 10.7k views
    • 
    • GMK
    • April 18, 2008

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

    By Below Ground, April 17, 2008
    • 3 replies
    • 2k views
    • 
    • Below Ground
    • April 18, 2008

42. Resigning from case

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

43. 401k employee contributions

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

44. Successor Plan Issue

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

45. 5330 Paid Preparer

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

46. Distribution - spousal consent

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

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

    By rcline46, April 15, 2008
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • April 15, 2008

48. 401(k) Plan Automatic Enrollment Error

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

49. Aggregating plans for testing?

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

50. Break In Service Rules

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