401(k) Plans

19,295 topics in this forum

1. HCEs & ADP

   By pmacduff, January 8, 2008
   • 2 replies
   • 1.1k views
   • 
   • Tom Poje
   • January 9, 2008

2. HCE and Employer Match

   By Guest think2much, January 8, 2008
   • 5 replies
   • 2.4k views
   • 
   • Tom Poje
   • January 9, 2008

3. Plan money has been escheated?

   By jkharvey, January 8, 2008
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • January 9, 2008

4. PT to FT eligibility

   By Guest JohnSB, January 8, 2008
   • 2 replies
   • 1k views
   • 
   • WDIK
   • January 8, 2008

5. Assets of Multiple Employer Plan prevented from leaving

   By Guest Iwonder, January 7, 2008
   • 1 reply
   • 1.3k views
   • 
   • Jean
   • January 8, 2008

6. 415 limit met, ok to reduce ps contrib to hce?

   By Guest jc1457, January 7, 2008
   • 8 replies
   • 1.5k views
   • 
   • QDROphile
   • January 8, 2008

7. Beneficiary

   By Guest JDK, January 7, 2008
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • January 8, 2008

8. Hardship Distributions

   By Guest bostonborn, January 3, 2008
   • 4 replies
   • 1.6k views
   • 
   • masteff
   • January 7, 2008

9. QACA

   By Belgarath, January 7, 2008
   • 2 replies
   • 1.5k views
   • 
   • Belgarath
   • January 7, 2008

10. Coverage Testing

    By Guest Mike Schwing, January 3, 2008
    • 6 replies
    • 2.6k views
    • 
    • zimbo
    • January 7, 2008

11. Spouse death results in hardship

    By Guest jdstar, January 6, 2008
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • January 6, 2008

12. Safe Harbor Match -- Additional Formula

    By Archimage, January 4, 2008
    • 0 replies
    • 1.3k views
    • 
    • Archimage
    • January 4, 2008

13. Catch-Up Reclass / Changes in plan-imposed limits during the plan year

    By Guest m2b2, December 26, 2007
    • 4 replies
    • 1.5k views
    • 
    • blue
    • January 4, 2008

14. Completing Form 5330

    By PLAN MAN, December 19, 2007
    • 5 replies
    • 3.2k views
    • 
    • JanetM
    • January 3, 2008

15. Re-hire Question

    By Oh so SIMPLE, January 3, 2008
    • 0 replies
    • 1.2k views
    • 
    • Oh so SIMPLE
    • January 3, 2008

16. per capita QNEC's

    By austin3515, January 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • January 3, 2008

17. Top-heavy Requirement?

    By Guest notapensiongeek, December 27, 2007
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 2, 2008

18. 401(k) excess profit sharing contributions

    By Guest paytaxesforusa, December 29, 2007
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 29, 2007

19. Top Heavy & Permissible Withdrawals

    By Jean, November 19, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 27, 2007

20. Proposed 408(b)(2) Regulations

    By jpod, December 27, 2007
    • 0 replies
    • 900 views
    • 
    • jpod
    • December 27, 2007

21. Forfeitures Used to Make Correction?

    By Guest shelterps, December 21, 2007
    • 3 replies
    • 1.7k views
    • 
    • pmacduff
    • December 26, 2007

22. Revocable Living Trust Agreement for 401(k) account registration

    By SRP, December 24, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 26, 2007

23. Controlled Group Clarification

    By amcorson, December 19, 2007
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • December 24, 2007

24. Individual Rate of Return Calculation

    By SRP, December 18, 2007
    • 5 replies
    • 2.4k views
    • 
    • RCK
    • December 21, 2007

25. Change Safe harbor from match to non-elective

    By ombskid, December 21, 2007
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2007

26. mental block... Max Allocation... SH MATCH/pro rata ER

    By K-t-F, December 20, 2007
    • 2 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • December 20, 2007

27. Disregarded LLC?

    By Guest bouncingsoul, April 11, 2007
    • 5 replies
    • 4.4k views
    • 
    • AndyT
    • December 19, 2007

28. Required Minimum Distribution

    By Guest hstew, December 19, 2007
    • 1 reply
    • 1k views
    • 
    • WDIK
    • December 19, 2007

29. Safe Harbor Notice

    By Guest igglesfan, December 18, 2007
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • December 19, 2007

30. 410(b) coverage during partial termination

    By Pension Panda, December 7, 2007
    • 9 replies
    • 1.7k views
    • 
    • ak2ary
    • December 18, 2007

31. Order in the Universe

    By rcline46, December 14, 2007
    • 6 replies
    • 1.8k views
    • 
    • JanetM
    • December 18, 2007

32. Eligibility Amendment

    By Alex Daisy, December 14, 2007
    • 4 replies
    • 1.7k views
    • 
    • Mike Preston
    • December 18, 2007

33. Eliminating Optional Forms of Benefit for a Money Purchase Plan

    By Guest arasalin, December 14, 2007
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • December 17, 2007

34. QACA Maybe?

    By Brenda Wren, December 14, 2007
    • 4 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 17, 2007

35. Late ADP refund

    By Guest padmin, December 17, 2007
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • December 17, 2007

36. Auto Enroll/QDIA Notice

    By Randy Watson, December 17, 2007
    • 0 replies
    • 1.5k views
    • 
    • Randy Watson
    • December 17, 2007

37. commingle SHNEC and SHMAC

    By Jim Chad, December 14, 2007
    • 2 replies
    • 6.7k views
    • 
    • Bill Presson
    • December 17, 2007

38. Hardship - prevent foreclosure

    By austin3515, December 14, 2007
    • 3 replies
    • 2.1k views
    • 
    • BG5150
    • December 17, 2007

39. deadline to set up 401(k) Plan

    By Earl, December 13, 2007
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • December 14, 2007

40. Auto Enrollment & Military Leave

    By Guest igglesfan, December 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 14, 2007

41. PPA Technical Corrections Bill

    By blue, December 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • blue
    • December 13, 2007

42. Safe Harbor notice - OOPS!

    By PAL, December 13, 2007
    • 3 replies
    • 1.3k views
    • 
    • JanetM
    • December 13, 2007

43. Traditional SH Match/Top Heavy

    By Cathy from Chicago, December 11, 2007
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • December 13, 2007

44. Eligibility Amendment

    By Guest AJM 34, December 3, 2007
    • 11 replies
    • 2k views
    • 
    • Guest
    • December 12, 2007

45. Late Deferrals/Voluntary Correction Program?

    By CJS07, December 12, 2007
    • 0 replies
    • 1.4k views
    • 
    • CJS07
    • December 12, 2007

46. minimum distribution question

    By James Matt Ullakko, December 6, 2007
    • 5 replies
    • 1.7k views
    • 
    • Appleby
    • December 12, 2007

47. VFCP for late deposits

    By Dan, December 7, 2007
    • 3 replies
    • 1.6k views
    • 
    • Dan
    • December 10, 2007

48. In-Service Withdrawal after attainment of NRA

    By Pixie, December 4, 2007
    • 5 replies
    • 2.5k views
    • 
    • Kimberly S
    • December 10, 2007

49. 402(g) Refund after 4/15

    By Bruddah Kimo, December 7, 2007
    • 3 replies
    • 2k views
    • 
    • 401_4_ever
    • December 7, 2007

50. Are safe harbor contributions available for in-service withdrawal?

    By Trekker, December 6, 2007
    • 3 replies
    • 7.5k views
    • 
    • Trekker
    • December 7, 2007