401(k) Plans

19,413 topics in this forum

1. 415 Amendments - Prototypes

   By austin3515, May 28, 2008
   • 2 replies
   • 1.9k views
   • 
   • austin3515
   • May 29, 2008

2. DOL Proposed Regs for Timely Deposits

   By 12AX7, May 21, 2008
   • 21 replies
   • 3.8k views
   • 
   • Don Levit
   • May 29, 2008

3. Exclude HCE's from SHNEC for flexibility

   By Jim Chad, May 21, 2008
   • 13 replies
   • 3.8k views
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   • Jim Chad
   • May 29, 2008

4. Contingent Benefit Rule and NQDC Plans

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

5. Money Purcahse merged with Profit Sharing

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

6. Unfunded 3% Safe Harbor

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

7. ACP Safe Harbor hardship withdrawal

   By PMC, May 21, 2008
   • 3 replies
   • 3.9k views
   • 
   • Tom Poje
   • May 27, 2008

8. Determination letter filing for controlled group member

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

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

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

10. Datair Windows - Coverge Testing

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

11. Incorrect ACP Refund

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

12. Multiple plan loans

    By mariemonroe, May 20, 2008
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • May 21, 2008

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

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

14. Oops, we forgot to amend the Plan

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

15. foreign national foreign subsidiary

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

16. Parnter Forfeits

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

17. 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

18. 415(c)(4) Business Explanation Needed

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

19. Automatice Enrollment (Not EACA/Not QACA)

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

20. 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

21. PPA - change in PT rules

    By JanetM, November 17, 2006
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • May 14, 2008

22. Participant Loan

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

23. 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

24. 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

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

    By Guest EPlus, May 7, 2008
    • 7 replies
    • 12.3k views
    • 
    • Guest
    • May 10, 2008

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

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

27. 415 limit question

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

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

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

29. LLCs forming PLLC

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

30. Retirement age in a 401(k) Plan

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

31. Catch up contributions and a fiscal year end plan

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

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

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

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

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

34. Failed Compensation Ratio Test

    By Guest Rachelw, February 11, 2008
    • 18 replies
    • 16.2k views
    • 
    • Guest
    • May 8, 2008

35. Take over plan & mapping

    By blue, May 6, 2008
    • 3 replies
    • 1.7k views
    • 
    • blue
    • May 7, 2008

36. Change of entity and ID #

    By Guest EPS2, May 6, 2008
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • May 6, 2008

37. Minimum Deferral Contribution

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

38. Definition of Comp & match

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

39. SEP participant excluded from 401k

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

40. In-Service Distributions at Any Age?

    By Guest Thornton, April 30, 2008
    • 14 replies
    • 3.1k views
    • 
    • Below Ground
    • May 2, 2008

41. A little problem

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

42. Investment Restrictions in 401(k) Plan

    By Guest notapensiongeek, April 25, 2008
    • 20 replies
    • 9.9k views
    • 
    • Guest
    • May 1, 2008

43. Controlled Group

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

44. Reclassifying Salary Deferrals as Employer Contributions

    By Guest sacobb, December 16, 1999
    • 7 replies
    • 3.4k views
    • 
    • Tom Poje
    • April 30, 2008

45. Allocation of 401K Contribution /Active Participation Rules

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

46. simple IRA and Safe Harbor 401(k)

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

47. Vesting Question

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

48. 401(k) Match over 100%

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

49. investment options in 401k

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

50. beneficiary question

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