401(k) Plans

19,333 topics in this forum

1. ACP Test Failing - "Borrowing Method"?

   By Guest christine_FL, March 4, 2010
   • 3 replies
   • 10k views
   • 
   • Tom Poje
   • March 4, 2010

2. Rehired After Opting Out vs. Definition of Participant

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

3. 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

4. Safe Harbor notice for termianting plan

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

5. Ineligible PS received & distributed

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

6. Ee's are Union AND Nonunion

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

7. ADP Test Lay offs

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

8. What exactly is a successor plan?

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

9. Too much withheld from paycheck

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

10. safe harbor plan with 415 excess

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

11. ADP Refund and death

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

12. Short Plan Year situation

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

13. Match to HCE

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

14. PS w/grouping & changing allocation %

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

15. 401k plan investments

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

16. Look Back Yr Comp Limits

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

17. 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

18. Excess contributions & fed tax withholding

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

19. IRS Field Auditor decides not to make issue of...

    By J Simmons, February 22, 2010
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 26, 2010

20. Employer pays the deductible

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

21. No match on Roth 401k

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

22. Multiple Employer Plan

    By Zoey, February 24, 2010
    • 4 replies
    • 1.2k views
    • 
    • Zoey
    • February 26, 2010

23. PPA Remedial Amendment Period

    By IRA, February 24, 2010
    • 4 replies
    • 2.7k views
    • 
    • Kevin C
    • February 25, 2010

24. Elimination of Optional Form of Benefit

    By Guest SFH, February 17, 2010
    • 1 reply
    • 1.9k views
    • 
    • Logan401
    • February 25, 2010

25. Individual allocation groups

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

26. Otherwise Excludible HCEs?

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

27. Terminating a SH Plan

    By austin3515, February 23, 2010
    • 7 replies
    • 6k views
    • 
    • Guest
    • February 25, 2010

28. Exclusions

    By Guest Pension Girl, February 25, 2010
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 25, 2010

29. ADP Test Lay offs

    By PFranckowiak, February 24, 2010
    • 0 replies
    • 841 views
    • 
    • PFranckowiak
    • February 24, 2010

30. Affiliated Service Group/Controlled Group

    By Randy Watson, February 23, 2010
    • 2 replies
    • 1.2k views
    • 
    • justatester
    • February 24, 2010

31. ADP Failure and Match Contribution

    By Dazednconfused, February 23, 2010
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • February 23, 2010

32. Sch. K-1 amounts paid for medical insurance

    By R. Butler, February 22, 2010
    • 0 replies
    • 847 views
    • 
    • R. Butler
    • February 22, 2010

33. matching contributions

    By Guest Salvador A Mander, February 21, 2010
    • 1 reply
    • 835 views
    • 
    • Tom Poje
    • February 22, 2010

34. average benefits test and other plans

    By Guest Pension Girl, February 21, 2010
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 22, 2010

35. Non-elective safe harbor contribution for newly eligible employee

    By Guest cereader, February 20, 2010
    • 6 replies
    • 3.9k views
    • 
    • Guest
    • February 22, 2010

36. timing of election for partnership deferrals

    By Guest anitatpa, February 22, 2010
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 22, 2010

37. Trust Statement Due Date

    By Guest koo, February 19, 2010
    • 4 replies
    • 1.2k views
    • 
    • Peter Gulia
    • February 20, 2010

38. Written deferral election required

    By Belgarath, February 19, 2010
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 19, 2010

39. QDRO

    By Madison71, February 18, 2010
    • 17 replies
    • 2.9k views
    • 
    • Madison71
    • February 19, 2010

40. Excluding HCEs

    By IRA, February 19, 2010
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • February 19, 2010

41. Safe Harbor Match Reinstated

    By Logan401, February 19, 2010
    • 0 replies
    • 1.2k views
    • 
    • Logan401
    • February 19, 2010

42. IRS questionnaire

    By PAL, February 18, 2010
    • 2 replies
    • 1.3k views
    • 
    • PAL
    • February 19, 2010

43. Service

    By fiona1, February 18, 2010
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • February 19, 2010

44. Odd Issue

    By Guest elang, February 18, 2010
    • 6 replies
    • 1.2k views
    • 
    • david rigby
    • February 19, 2010

45. Vesting Change

    By Guest Pension Girl, February 18, 2010
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • February 19, 2010

46. what to do with forfeitures

    By Gudgergirl, February 17, 2010
    • 3 replies
    • 1.6k views
    • 
    • jpod
    • February 17, 2010

47. 401(a)(4) Rate Group Testing

    By Guest elang, February 16, 2010
    • 2 replies
    • 2.2k views
    • 
    • Tom Poje
    • February 17, 2010

48. ADP - ACP Failure

    By Lou S., February 12, 2010
    • 2 replies
    • 1.7k views
    • 
    • Lou S.
    • February 16, 2010

49. Vesting Schedule and anti Cutback rules

    By Alex Daisy, September 10, 2008
    • 15 replies
    • 11.5k views
    • 
    • 401 Chaos
    • February 16, 2010

50. Employer contributions after rollover

    By Guest Aubie, February 15, 2010
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • February 16, 2010