401(k) Plans

19,299 topics in this forum

1. Prevailing Wage Davis Bacon

   By 30Rock, March 16, 2011
   • 5 replies
   • 17.9k views
   • 
   • 30Rock
   • March 18, 2011

2. Multiple Match formulas

   By dmb, March 17, 2011
   • 8 replies
   • 3k views
   • 
   • Bill Presson
   • March 18, 2011

3. Key and HCE status

   By Earl, March 17, 2011
   • 3 replies
   • 1.1k views
   • 
   • John Feldt ERPA CPC QPA
   • March 17, 2011

4. true up vs. matching too much

   By K2retire, March 16, 2011
   • 2 replies
   • 1.3k views
   • 
   • 401king
   • March 17, 2011

5. Prevailing Wage in a 401(k) Plan

   By mgcpension, March 17, 2011
   • 1 reply
   • 1.3k views
   • 
   • Below Ground
   • March 17, 2011

6. Suspend safe harbor 3%

   By rlb64, March 17, 2011
   • 0 replies
   • 1.1k views
   • 
   • rlb64
   • March 17, 2011

7. Removing Safe Harbor 3% in 2011

   By cpc0506, March 16, 2011
   • 5 replies
   • 1.4k views
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   • QDROphile
   • March 17, 2011

8. when is the money "deposited"

   By K2retire, March 15, 2011
   • 2 replies
   • 945 views
   • 
   • Belgarath
   • March 16, 2011

9. OK for 415?

   By austin3515, March 15, 2011
   • 3 replies
   • 966 views
   • 
   • PensionPro
   • March 15, 2011

10. ADP refunds

    By Guest Joanne Davey, March 14, 2011
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 15, 2011

11. Failure to suspend deferrals after hardship

    By Guest Rebel TPA, March 14, 2011
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 15, 2011

12. Impermissible Distribution

    By oldman, March 14, 2011
    • 4 replies
    • 2.6k views
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    • K2retire
    • March 15, 2011

13. Correction of Direct Distribution with no distributable event

    By 401king, March 15, 2011
    • 0 replies
    • 1.3k views
    • 
    • 401king
    • March 15, 2011

14. Broker's Relationship

    By Guest MS TPA, March 14, 2011
    • 5 replies
    • 1.3k views
    • 
    • 12AX7
    • March 15, 2011

15. timing of sole proprietor 401k deposits

    By Guest EPS2, March 14, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 15, 2011

16. Required Minimum Distribution

    By Guest KRS401k, March 14, 2011
    • 2 replies
    • 844 views
    • 
    • Guest
    • March 14, 2011

17. 401(k) Match Options

    By oriecat, March 14, 2011
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • March 14, 2011

18. Audit for Terminated 401(k) Plan?

    By Guest LCarter3, March 10, 2011
    • 11 replies
    • 7k views
    • 
    • Guest
    • March 14, 2011

19. In-Service to Offset Loan

    By austin3515, March 12, 2011
    • 6 replies
    • 2.1k views
    • 
    • 12AX7
    • March 14, 2011

20. Spreadsheet for 401K

    By Guest Liosis, January 19, 2011
    • 9 replies
    • 7.5k views
    • 
    • GMK
    • March 14, 2011

21. Amend Compensation Definition for (k)

    By 12AX7, March 9, 2011
    • 4 replies
    • 1.3k views
    • 
    • Bird
    • March 12, 2011

22. Plan termination and IRS 5310 filing

    By 30Rock, March 10, 2011
    • 3 replies
    • 1.6k views
    • 
    • 30Rock
    • March 11, 2011

23. Roth contributions without amendment

    By kevind2010, March 11, 2011
    • 0 replies
    • 833 views
    • 
    • kevind2010
    • March 11, 2011

24. non discrimination testing

    By Gary, March 11, 2011
    • 0 replies
    • 858 views
    • 
    • Gary
    • March 11, 2011

25. Safe Harbor in Top Heavy Plan

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

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

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

27. 401k Plan Term / Eligiblity for Rollover

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

28. Prior Year Testing

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

29. Loan MINIMUM

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

30. Spreadsheet Formula for Excess Life Calculation

    By Susan S., March 10, 2011
    • 0 replies
    • 1.3k views
    • 
    • Susan S.
    • March 10, 2011

31. ADP Test

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

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

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

33. Excess Safe Harbor Match

    By GrammieMame, March 9, 2011
    • 3 replies
    • 4.2k views
    • 
    • 12AX7
    • March 9, 2011

34. Vesting

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

35. Match Annual True up to what level?

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

36. deminimus excess contributions

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

37. ADP failure/statutory exclusions

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

38. plan termination

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

39. 415 excess - 8 cents

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

40. Testing Results letter to Client

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

41. Excess Life Insurance and 3401(a) Wages

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

42. rate of match

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

43. Increasing Safe Harbor NEC

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

44. Summary Annual Report

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

45. calculating net income for APP test

    By Alex Daisy, March 4, 2011
    • 1 reply
    • 1.3k views
    • 
    • PensionPro
    • March 7, 2011

46. Add-in Mandatory Cash-out

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

47. Summary Annual Report (SAR)

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

48. Suggested Reading for Testing and Aggregation Topics

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

49. 415 and Failed ADP

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

50. PS has no last day and no hours requirement

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