401(k) Plans

19,365 topics in this forum

1. Partnership income for part of plan year?

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

2. Investment Advisor Fees

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

3. One year only window for in-service distributions

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

4. Calendar Year Election

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

5. ADP Refund Deadline

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

6. ADP refunds following a hardship

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

7. Separate Loan Policy

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

8. Contribution due date

   By Guest Pension Girl, March 12, 2010
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • March 12, 2010

9. Compensation in LLC under Plan

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

10. Spin off or transfer

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

11. 1st Year safe harbor plan and Top Heavy

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

12. Stale dated checks

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

13. 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

14. Pre tax health premiums and compensation

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

15. Safe Harbor Match

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

16. In-Service Distribution

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

17. 401(k) Plan investment review

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

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

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

19. arrgghhh. stupid ADP failure

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

20. ADP Test - HCE Compensation of .01

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

21. 1099 for Excess Contribution

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

22. Fringe Benefits and THM<

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

23. Mid-year change to safe harbor plan

    By Sully, March 7, 2010
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • March 7, 2010

24. DC Plans and QOSA Benefits

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

25. Permissable match allocation

    By Guest Margaret25, March 4, 2010
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 6, 2010

26. HCE Elections fo ADP Refunds

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

27. Match of more than 100%

    By CJS07, June 18, 2009
    • 7 replies
    • 4.5k views
    • 
    • Kevin C
    • March 5, 2010

28. 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
    • 971 views
    • 
    • Trekker
    • March 5, 2010

29. Off plan year ADP testing

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

30. basic safe harbor match

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

31. amending plan to add QNEC

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

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

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

33. ACP Test Failing - "Borrowing Method"?

    By Guest christine_FL, March 4, 2010
    • 3 replies
    • 10.1k views
    • 
    • Tom Poje
    • March 4, 2010

34. Rehired After Opting Out vs. Definition of Participant

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

35. 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

36. Safe Harbor notice for termianting plan

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

37. Ineligible PS received & distributed

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

38. Ee's are Union AND Nonunion

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

39. ADP Test Lay offs

    By PFranckowiak, February 24, 2010
    • 4 replies
    • 2k views
    • 
    • fiona1
    • March 2, 2010

40. What exactly is a successor plan?

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

41. Too much withheld from paycheck

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

42. safe harbor plan with 415 excess

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

43. ADP Refund and death

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

44. Short Plan Year situation

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

45. Match to HCE

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

46. PS w/grouping & changing allocation %

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

47. 401k plan investments

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

48. Look Back Yr Comp Limits

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

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

    By Guest riss@7477, February 26, 2010
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • February 26, 2010

50. Excess contributions & fed tax withholding

    By SusanKD, February 17, 2010
    • 7 replies
    • 3.1k views
    • 
    • GMK
    • February 26, 2010