401(k) Plans

19,275 topics in this forum

1. Safe Harbor in Top Heavy Plan

   By ombskid, March 10, 2011
   • 6 replies
   • 2.6k views
   • 
   • BG5150
   • March 10, 2011

2. OK, why can't you do this?

   By RayJJohnsonJr, March 10, 2011
   • 6 replies
   • 1.3k views
   • 
   • RayJJohnsonJr
   • March 10, 2011

3. 401k Plan Term / Eligiblity for Rollover

   By austin3515, March 8, 2011
   • 3 replies
   • 1.2k views
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   • austin3515
   • March 10, 2011

4. Prior Year Testing

   By Guest mmc, March 10, 2011
   • 3 replies
   • 1.5k views
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   • rcline46
   • March 10, 2011

5. Loan MINIMUM

   By Guest dhall, March 10, 2011
   • 2 replies
   • 1.1k views
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   • BG5150
   • March 10, 2011

6. Spreadsheet Formula for Excess Life Calculation

   By Susan S., March 10, 2011
   • 0 replies
   • 1.2k views
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   • Susan S.
   • March 10, 2011

7. ADP Test

   By pixmax, March 10, 2011
   • 2 replies
   • 1.1k views
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   • Sully
   • March 10, 2011

8. ERISA 3(21)(A)(ii) Fiduciary Participant Advice

   By Guest RJ20, March 10, 2011
   • 0 replies
   • 2.1k views
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   • Guest
   • March 10, 2011

9. Excess Safe Harbor Match

   By GrammieMame, March 9, 2011
   • 3 replies
   • 4.1k views
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   • 12AX7
   • March 9, 2011

10. Vesting

    By Guest Chicchica, March 7, 2011
    • 4 replies
    • 3.3k views
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    • GMK
    • March 9, 2011

11. Match Annual True up to what level?

    By Jim Chad, March 9, 2011
    • 5 replies
    • 1.2k views
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    • QDROphile
    • March 9, 2011

12. deminimus excess contributions

    By Guest mmc, March 9, 2011
    • 0 replies
    • 929 views
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    • Guest
    • March 9, 2011

13. ADP failure/statutory exclusions

    By pmacduff, March 9, 2011
    • 1 reply
    • 911 views
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    • Lou S.
    • March 9, 2011

14. plan termination

    By Guest mmc, March 9, 2011
    • 2 replies
    • 1.1k views
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    • ESOP Guy
    • March 9, 2011

15. 415 excess - 8 cents

    By fiona1, March 8, 2011
    • 8 replies
    • 1.3k views
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    • K2retire
    • March 9, 2011

16. Testing Results letter to Client

    By Alex Daisy, March 8, 2011
    • 0 replies
    • 825 views
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    • Alex Daisy
    • March 8, 2011

17. Excess Life Insurance and 3401(a) Wages

    By Susan S., March 8, 2011
    • 0 replies
    • 1.3k views
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    • Susan S.
    • March 8, 2011

18. rate of match

    By Earl, March 7, 2011
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • March 8, 2011

19. Increasing Safe Harbor NEC

    By Logan401, March 7, 2011
    • 12 replies
    • 1.8k views
    • 
    • austin3515
    • March 7, 2011

20. Summary Annual Report

    By Nassau, March 7, 2011
    • 0 replies
    • 821 views
    • 
    • Nassau
    • March 7, 2011

21. calculating net income for APP test

    By Alex Daisy, March 4, 2011
    • 1 reply
    • 1.2k views
    • 
    • PensionPro
    • March 7, 2011

22. Add-in Mandatory Cash-out

    By Guest ebailey, April 30, 2009
    • 2 replies
    • 1.7k views
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    • Christine Roberts
    • March 7, 2011

23. Summary Annual Report (SAR)

    By Nassau, March 7, 2011
    • 0 replies
    • 777 views
    • 
    • Nassau
    • March 7, 2011

24. Suggested Reading for Testing and Aggregation Topics

    By Guest jjq, March 5, 2011
    • 1 reply
    • 841 views
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    • 12AX7
    • March 7, 2011

25. 415 and Failed ADP

    By austin3515, March 4, 2011
    • 2 replies
    • 923 views
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    • PensionPro
    • March 5, 2011

26. PS has no last day and no hours requirement

    By John Feldt ERPA CPC QPA, March 4, 2011
    • 1 reply
    • 849 views
    • 
    • 12AX7
    • March 4, 2011

27. 401k enrollment forms

    By austin3515, March 4, 2011
    • 22 replies
    • 2.2k views
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    • GMK
    • March 4, 2011

28. Single Employer to Multiple Employer - Testing Implications

    By kevind2010, March 4, 2011
    • 1 reply
    • 1.7k views
    • 
    • QNPG
    • March 4, 2011

29. Merge or terminate SHNEC Plan In Corporate Transaction

    By PMC, March 4, 2011
    • 0 replies
    • 899 views
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    • PMC
    • March 4, 2011

30. Top Heavy

    By Lou S., March 3, 2011
    • 3 replies
    • 3k views
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    • Belgarath
    • March 4, 2011

31. Cut Back?

    By austin3515, March 2, 2011
    • 4 replies
    • 2.1k views
    • 
    • 12AX7
    • March 3, 2011

32. Failed ADP

    By Guest BarbaraG, February 18, 2011
    • 15 replies
    • 6.1k views
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    • Lou S.
    • March 3, 2011

33. Source Specific Beneficiary Designation

    By Nassau, March 3, 2011
    • 1 reply
    • 854 views
    • 
    • QDROphile
    • March 3, 2011

34. Catch Up Question

    By Guest JHeller, March 3, 2011
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 3, 2011

35. Special Tax Notice - 402(f)

    By Nassau, March 1, 2011
    • 4 replies
    • 3k views
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    • austin3515
    • March 3, 2011

36. Employer Contributions - Timing of Deposit

    By Guest Stacey Potts, March 1, 2011
    • 2 replies
    • 1.6k views
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    • austin3515
    • March 2, 2011

37. Safe harbor match formula

    By Guest metallic, March 1, 2011
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 1, 2011

38. Mandatory State Tax Withholding

    By Gadgetfreak, January 18, 2011
    • 3 replies
    • 1.3k views
    • 
    • GMK
    • March 1, 2011

39. New Comp PS calculation, where K-1 in involved

    By Alex Daisy, March 1, 2011
    • 1 reply
    • 862 views
    • 
    • Jim Chad
    • March 1, 2011

40. Relius 16.0

    By Guest ElmiraExpress, March 1, 2011
    • 1 reply
    • 994 views
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    • Tom Poje
    • March 1, 2011

41. TPA Merges with Another

    By austin3515, February 28, 2011
    • 2 replies
    • 977 views
    • 
    • david rigby
    • March 1, 2011

42. Compensation Less Deferrals in ADP/ACP testing

    By Tinman, February 28, 2011
    • 4 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • March 1, 2011

43. ADP ACP testing and comp used in test

    By John Feldt ERPA CPC QPA, February 28, 2011
    • 3 replies
    • 3.8k views
    • 
    • BG5150
    • March 1, 2011

44. Corrective Contribution

    By blue, February 28, 2011
    • 4 replies
    • 2.9k views
    • 
    • BG5150
    • March 1, 2011

45. SARSEP has failed ADP for 2010

    By Guest sugar daddy, February 28, 2011
    • 0 replies
    • 880 views
    • 
    • Guest
    • February 28, 2011

46. Lost Interest Deductible?

    By austin3515, February 25, 2011
    • 2 replies
    • 974 views
    • 
    • austin3515
    • February 28, 2011

47. Does 401K pretax contribution stop automatically at limit?

    By Guest Rita555, February 27, 2011
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • February 28, 2011

48. Prevailing wage question

    By K2retire, February 25, 2011
    • 3 replies
    • 5.7k views
    • 
    • Kevin C
    • February 25, 2011

49. corrective distribution, no funds available

    By DMcGovern, February 25, 2011
    • 1 reply
    • 890 views
    • 
    • rcline46
    • February 25, 2011

50. Not Funding Safe Harbor for 2010

    By 30Rock, February 24, 2011
    • 4 replies
    • 1.1k views
    • 
    • 30Rock
    • February 25, 2011