401(k) Plans

19,277 topics in this forum

1. Mid-year amendment to SH 401k

   By dmb, March 22, 2010
   • 0 replies
   • 924 views
   • 
   • dmb
   • March 22, 2010

2. Trailing earnings and ADP/ACP tests

   By Guest Quacka, March 20, 2010
   • 1 reply
   • 1.9k views
   • 
   • Tom Poje
   • March 22, 2010

3. LLC income

   By pixmax, March 19, 2010
   • 3 replies
   • 1.2k views
   • 
   • GBurns
   • March 20, 2010

4. Def of HCE and elections

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

5. Changing Plan's Eligibility Provisions

   By msmith, March 17, 2010
   • 11 replies
   • 6.5k views
   • 
   • msmith
   • March 19, 2010

6. Rolling over a 403(b) loan to a 401(k)

   By Lori H, March 19, 2010
   • 0 replies
   • 892 views
   • 
   • Lori H
   • March 19, 2010

7. How do you obtain compensation info?

   By Lori H, March 16, 2010
   • 8 replies
   • 1.8k views
   • 
   • Jim Chad
   • March 19, 2010

8. Refinancings

   By austin3515, March 18, 2010
   • 4 replies
   • 1.2k views
   • 
   • Jim Chad
   • March 19, 2010

9. Late Safe Harbor for one Participant

   By BG5150, March 18, 2010
   • 2 replies
   • 883 views
   • 
   • BG5150
   • March 19, 2010

10. Controlled Group-Lost Opportunity

    By Guest Kevin1, March 17, 2010
    • 6 replies
    • 1.1k views
    • 
    • austin3515
    • March 19, 2010

11. Waiving Eligiblity

    By austin3515, March 16, 2010
    • 5 replies
    • 1.6k views
    • 
    • austin3515
    • March 17, 2010

12. Active Particpant in 401k wants to Roll over his IRA into plan to avoid RMD

    By PainPA, March 17, 2010
    • 4 replies
    • 2.3k views
    • 
    • PainPA
    • March 17, 2010

13. Partnership income for part of plan year?

    By Guest esi-jht, February 16, 2006
    • 2 replies
    • 1.4k views
    • 
    • MSN
    • March 17, 2010

14. Investment Advisor Fees

    By Guest BenefitMgr, March 17, 2010
    • 4 replies
    • 1.6k views
    • 
    • MSN
    • March 17, 2010

15. One year only window for in-service distributions

    By J Simmons, January 17, 2010
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • March 16, 2010

16. Calendar Year Election

    By Guest Pension Girl, March 16, 2010
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • March 16, 2010

17. ADP Refund Deadline

    By Guest milehighheel, March 15, 2010
    • 2 replies
    • 1.4k views
    • 
    • Bill Presson
    • March 15, 2010

18. ADP refunds following a hardship

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

19. Separate Loan Policy

    By Guest Iwonder, March 12, 2010
    • 5 replies
    • 1.6k views
    • 
    • BG5150
    • March 15, 2010

20. Contribution due date

    By Guest Pension Girl, March 12, 2010
    • 1 reply
    • 1k views
    • 
    • Guest
    • March 12, 2010

21. Compensation in LLC under Plan

    By Guest alifarr, March 11, 2010
    • 5 replies
    • 2.4k views
    • 
    • austin3515
    • March 12, 2010

22. Spin off or transfer

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

23. 1st Year safe harbor plan and Top Heavy

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

24. Stale dated checks

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

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

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

26. Pre tax health premiums and compensation

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

27. Safe Harbor Match

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

28. In-Service Distribution

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

29. 401(k) Plan investment review

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

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

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

31. arrgghhh. stupid ADP failure

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

32. ADP Test - HCE Compensation of .01

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

33. 1099 for Excess Contribution

    By Rob P, March 3, 2010
    • 8 replies
    • 2.4k views
    • 
    • Tom Poje
    • March 8, 2010

34. Fringe Benefits and THM<

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

35. Mid-year change to safe harbor plan

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

36. DC Plans and QOSA Benefits

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

37. Permissable match allocation

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

38. HCE Elections fo ADP Refunds

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

39. Match of more than 100%

    By CJS07, June 18, 2009
    • 7 replies
    • 4.4k views
    • 
    • Kevin C
    • March 5, 2010

40. 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
    • 942 views
    • 
    • Trekker
    • March 5, 2010

41. Off plan year ADP testing

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

42. basic safe harbor match

    By Lori H, February 19, 2010
    • 10 replies
    • 2.2k views
    • 
    • Lori H
    • March 4, 2010

43. amending plan to add QNEC

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

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

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

45. ACP Test Failing - "Borrowing Method"?

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

46. Rehired After Opting Out vs. Definition of Participant

    By Guest Erin W, March 2, 2010
    • 13 replies
    • 3.3k views
    • 
    • Guest
    • March 4, 2010

47. 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

48. Safe Harbor notice for termianting plan

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

49. Ineligible PS received & distributed

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

50. Ee's are Union AND Nonunion

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