401(k) Plans

19,321 topics in this forum

1. Separate Loan Policy

   By Guest Iwonder, March 12, 2010
   • 5 replies
   • 1.7k views
   • 
   • BG5150
   • March 15, 2010

2. ADP refunds following a hardship

   By K2retire, March 12, 2010
   • 2 replies
   • 1.7k views
   • 
   • rcline46
   • March 15, 2010

3. Def of HCE and elections

   By Guest Pension Girl, March 12, 2010
   • 9 replies
   • 2.6k views
   • 
   • cpc0506
   • March 20, 2010

4. 1st Year safe harbor plan and Top Heavy

   By Lori H, March 11, 2010
   • 5 replies
   • 1.4k views
   • 
   • austin3515
   • March 12, 2010

5. Compensation in LLC under Plan

   By Guest alifarr, March 11, 2010
   • 5 replies
   • 2.5k views
   • 
   • austin3515
   • March 12, 2010

6. 41(b) failed coverage

   By Guest Pension Girl, March 11, 2010
   • 7 replies
   • 1.3k views
   • 
   • Guest
   • June 23, 2010

7. When/how to send special tax notice for after-tax withdrawals?

   By Guest khartford, March 11, 2010
   • 1 reply
   • 1k views
   • 
   • GMK
   • March 11, 2010

8. Pre tax health premiums and compensation

   By Guest tmills, March 11, 2010
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • March 11, 2010

9. Spin off or transfer

   By Guest Pension Girl, March 11, 2010
   • 6 replies
   • 6.7k views
   • 
   • Bird
   • March 12, 2010

10. Safe Harbor Match

    By Below Ground, March 10, 2010
    • 2 replies
    • 960 views
    • 
    • Below Ground
    • March 11, 2010

11. In-Service Distribution

    By austin3515, March 10, 2010
    • 11 replies
    • 1.5k views
    • 
    • BG5150
    • March 10, 2010

12. ACP Failure, but match not made yet

    By BG5150, March 10, 2010
    • 10 replies
    • 2.7k views
    • 
    • rcline46
    • July 23, 2010

13. Stale dated checks

    By Jim Chad, March 9, 2010
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 11, 2010

14. Client got a letter from the SSA...on an old plan

    By doombuggy, March 9, 2010
    • 3 replies
    • 1k views
    • 
    • K2retire
    • March 10, 2010

15. Client Management Software

    By Gadgetfreak, March 8, 2010
    • 3 replies
    • 1.2k views
    • 
    • SheilaD
    • April 19, 2010

16. arrgghhh. stupid ADP failure

    By Tom Poje, March 8, 2010
    • 5 replies
    • 1k views
    • 
    • Tom Poje
    • March 9, 2010

17. Mid-year change to safe harbor plan

    By Sully, March 7, 2010
    • 1 reply
    • 1k views
    • 
    • austin3515
    • March 7, 2010

18. Fringe Benefits and THM<

    By austin3515, March 6, 2010
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 8, 2010

19. ADP Test - HCE Compensation of .01

    By PFranckowiak, March 5, 2010
    • 8 replies
    • 3.1k views
    • 
    • austin3515
    • March 9, 2010

20. ADP/ACP when Seller's plan terminated and HCE's then move to Buyer's plan mid-year

    By Trekker, March 5, 2010
    • 0 replies
    • 959 views
    • 
    • Trekker
    • March 5, 2010

21. HCE Elections fo ADP Refunds

    By austin3515, March 4, 2010
    • 6 replies
    • 1.1k views
    • 
    • austin3515
    • March 6, 2010

22. Permissable match allocation

    By Guest Margaret25, March 4, 2010
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 6, 2010

23. amending plan to add QNEC

    By AKconsult, March 4, 2010
    • 0 replies
    • 970 views
    • 
    • AKconsult
    • March 4, 2010

24. What information must you include in determination letter request re plan-to-plan transfer

    By Guest BL333, March 4, 2010
    • 0 replies
    • 803 views
    • 
    • Guest
    • March 4, 2010

25. Off plan year ADP testing

    By Guest KRS401k, March 4, 2010
    • 4 replies
    • 1.6k views
    • 
    • BG5150
    • March 5, 2010

26. ACP Test Failing - "Borrowing Method"?

    By Guest christine_FL, March 4, 2010
    • 3 replies
    • 9.9k views
    • 
    • Tom Poje
    • March 4, 2010

27. 1099 for Excess Contribution

    By Rob P, March 3, 2010
    • 8 replies
    • 2.5k views
    • 
    • Tom Poje
    • March 8, 2010

28. Owner who made 401(k) Deferrals with zero Earned Income

    By Alex Daisy, March 3, 2010
    • 2 replies
    • 1.3k views
    • 
    • Alex Daisy
    • March 3, 2010

29. DC Plans and QOSA Benefits

    By Guest Tom:, March 3, 2010
    • 1 reply
    • 1k views
    • 
    • Guest
    • March 7, 2010

30. ACP testing failure

    By pmacduff, March 3, 2010
    • 21 replies
    • 5.8k views
    • 
    • fiona1
    • May 15, 2012

31. Rehired After Opting Out vs. Definition of Participant

    By Guest Erin W, March 2, 2010
    • 13 replies
    • 3.4k views
    • 
    • Guest
    • March 4, 2010

32. Safe Harbor notice for termianting plan

    By BG5150, March 2, 2010
    • 3 replies
    • 1.1k views
    • 
    • Kevin C
    • March 3, 2010

33. What exactly is a successor plan?

    By BG5150, March 2, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 2, 2010

34. Ineligible PS received & distributed

    By Dazednconfused, March 2, 2010
    • 2 replies
    • 1.6k views
    • 
    • Dazednconfused
    • March 3, 2010

35. Too much withheld from paycheck

    By Guest Peggy806, March 2, 2010
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 2, 2010

36. 401(k) Plan investment review

    By Guest ojs000, March 2, 2010
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 10, 2010

37. Short Plan Year situation

    By Guest PCS Inc, March 1, 2010
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 2, 2010

38. Ee's are Union AND Nonunion

    By austin3515, March 1, 2010
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • March 2, 2010

39. ADP Refund and death

    By Guest jvandyke, March 1, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 2, 2010

40. PS w/grouping & changing allocation %

    By Guest MississippiTPAgal, February 27, 2010
    • 1 reply
    • 862 views
    • 
    • Jim Chad
    • February 27, 2010

41. 401k plan investments

    By Gary, February 26, 2010
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • February 27, 2010

42. Look Back Yr Comp Limits

    By Guest elang, February 26, 2010
    • 1 reply
    • 957 views
    • 
    • david rigby
    • February 26, 2010

43. safe harbor plan with 415 excess

    By AKconsult, February 26, 2010
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • March 2, 2010

44. basis adjusment for loan repayment to Roth 401(k)?

    By Guest riss@7477, February 26, 2010
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • February 26, 2010

45. Employer pays the deductible

    By austin3515, February 26, 2010
    • 0 replies
    • 801 views
    • 
    • austin3515
    • February 26, 2010

46. Match to HCE

    By Guest bernie lomax, February 26, 2010
    • 6 replies
    • 1.2k views
    • 
    • austin3515
    • March 1, 2010

47. Imputed Income from Domestic Partner Benefits

    By Christine Roberts, February 26, 2010
    • 5 replies
    • 6.6k views
    • 
    • K2retire
    • October 12, 2015

48. No match on Roth 401k

    By austin3515, February 25, 2010
    • 8 replies
    • 1.8k views
    • 
    • Kevin C
    • February 26, 2010

49. Individual allocation groups

    By emmetttrudy, February 25, 2010
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • February 25, 2010

50. Otherwise Excludible HCEs?

    By Guest beppie_stark, February 25, 2010
    • 1 reply
    • 938 views
    • 
    • Tom Poje
    • February 25, 2010