401(k) Plans

19,275 topics in this forum

1. Safe Harbor Nonelective & QNEC

   By Guest Margaret25, February 9, 2010
   • 2 replies
   • 2k views
   • 
   • Kevin C
   • February 9, 2010

2. ADP Test - missed deferrals

   By blue, February 9, 2010
   • 0 replies
   • 966 views
   • 
   • blue
   • February 9, 2010

3. 3rd Party Sickpay

   By austin3515, February 6, 2010
   • 4 replies
   • 1.3k views
   • 
   • Belgarath
   • February 9, 2010

4. Weird Matching Contribution Allocation Formula Issue

   By Guest Willy, December 21, 2009
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • February 9, 2010

5. Plan merger & ADP testing

   By Guest Amy Marie, February 8, 2010
   • 1 reply
   • 2.1k views
   • 
   • Kevin C
   • February 9, 2010

6. ADP - Additional failures

   By Guest andmik, February 8, 2010
   • 2 replies
   • 1k views
   • 
   • Guest
   • February 8, 2010

7. Payroll deduction error

   By MoShawn, February 4, 2010
   • 7 replies
   • 2.1k views
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   • MoShawn
   • February 8, 2010

8. QNEC

   By Logan401, February 5, 2010
   • 2 replies
   • 1.8k views
   • 
   • Logan401
   • February 8, 2010

9. Prevailing Wage off-set

   By Guest Ken C, June 28, 2007
   • 4 replies
   • 3.1k views
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   • R. Butler
   • February 8, 2010

10. 401k plan amends to charge participant a distribution fee

    By jkharvey, February 5, 2010
    • 1 reply
    • 1.2k views
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    • J Simmons
    • February 7, 2010

11. New safe harbor plan for 2009

    By Guest Georgia1, August 31, 2009
    • 12 replies
    • 1.5k views
    • 
    • Guest
    • February 5, 2010

12. Does Safe Harbor Matching Contr count toward meeting Top Heavy requirement

    By Guest nancy814, February 5, 2010
    • 2 replies
    • 1.9k views
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    • Logan401
    • February 5, 2010

13. Affiliated Service Group?

    By Dennis Povloski, February 5, 2010
    • 1 reply
    • 986 views
    • 
    • Belgarath
    • February 5, 2010

14. Discontinued Contributions

    By John Feldt ERPA CPC QPA, March 24, 2009
    • 5 replies
    • 1.9k views
    • 
    • Kevin C
    • February 5, 2010

15. PLAN MERGER

    By Logan401, February 5, 2010
    • 0 replies
    • 906 views
    • 
    • Logan401
    • February 5, 2010

16. New Comparability Plan

    By Alex Daisy, February 2, 2010
    • 9 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 5, 2010

17. Mid-Year Change to Safe Harbor Plan

    By PMC, January 22, 2010
    • 3 replies
    • 3.9k views
    • 
    • Kevin C
    • February 4, 2010

18. Top-Heavy or Not Top-Heavy

    By Guest 4:15 Limit, February 4, 2010
    • 1 reply
    • 939 views
    • 
    • austin3515
    • February 4, 2010

19. Control Group and Plan Termination

    By Guest fidelityrose, January 26, 2010
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • February 4, 2010

20. Required Minimum Distribution-2010

    By jala, February 2, 2010
    • 5 replies
    • 1.7k views
    • 
    • jala
    • February 4, 2010

21. But I forgot...

    By SoCalActuary, February 4, 2010
    • 2 replies
    • 920 views
    • 
    • Tom Poje
    • February 4, 2010

22. Mergering 401(k) plans

    By tsrl01, February 4, 2010
    • 0 replies
    • 966 views
    • 
    • tsrl01
    • February 4, 2010

23. Severance

    By pixmax, February 4, 2010
    • 0 replies
    • 965 views
    • 
    • pixmax
    • February 4, 2010

24. Compensation for a Partner

    By Alex Daisy, February 1, 2010
    • 6 replies
    • 5k views
    • 
    • austin3515
    • February 3, 2010

25. Restricted Stock

    By fiona1, February 3, 2010
    • 0 replies
    • 2.1k views
    • 
    • fiona1
    • February 3, 2010

26. Controlled Group Partial Plan Termination

    By PFranckowiak, February 2, 2010
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • February 2, 2010

27. Change in vesting schedule

    By Doghouse, February 2, 2010
    • 0 replies
    • 1.2k views
    • 
    • Doghouse
    • February 2, 2010

28. Normal Retirement Age

    By k man, February 2, 2010
    • 0 replies
    • 1.2k views
    • 
    • k man
    • February 2, 2010

29. Minimum Loan Amount

    By Guest andmik, January 28, 2010
    • 12 replies
    • 7.1k views
    • 
    • K2retire
    • February 2, 2010

30. 401(a) Plan

    By Guest Form5500Guru™, January 31, 2010
    • 1 reply
    • 973 views
    • 
    • K2retire
    • February 1, 2010

31. Must withdrawals come out pro rata Roth and pre-tax?

    By Guest Rissa, January 30, 2010
    • 1 reply
    • 822 views
    • 
    • Guest
    • January 31, 2010

32. Changing a safe harbor match plan to allow 'true-up of contribution' in current year

    By cpc0506, January 29, 2010
    • 2 replies
    • 1.5k views
    • 
    • MSN
    • January 29, 2010

33. Plan operated contrary to documents for years

    By J Simmons, January 27, 2010
    • 5 replies
    • 1.2k views
    • 
    • Jim Chad
    • January 29, 2010

34. Notice to Interested Parties

    By fiona1, January 28, 2010
    • 6 replies
    • 3.2k views
    • 
    • fiona1
    • January 29, 2010

35. Qualified Plan Distributed Annuity (QPDA)

    By Guest Tom:, January 27, 2010
    • 6 replies
    • 4.1k views
    • 
    • Tom Poje
    • January 29, 2010

36. Beneficiary Designation Voided by Marriage?

    By austin3515, December 3, 2009
    • 19 replies
    • 13.9k views
    • 
    • J Simmons
    • January 29, 2010

37. ACP prior year test w/ no prior year match

    By Guest tmills, January 26, 2010
    • 8 replies
    • 2.8k views
    • 
    • Tom Poje
    • January 28, 2010

38. 8a of the 5300

    By fiona1, January 26, 2010
    • 2 replies
    • 888 views
    • 
    • Guest
    • January 27, 2010

39. Otherwise Excludable Employees Testing Compensation

    By Guest kdddk14, January 26, 2010
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • January 27, 2010

40. Company has been using Business EIN for Trust

    By Dennis Povloski, January 25, 2010
    • 10 replies
    • 11k views
    • 
    • Guest
    • January 27, 2010

41. 401(a)(17) Limit

    By Guest Gumby, January 27, 2010
    • 1 reply
    • 998 views
    • 
    • BG5150
    • January 27, 2010

42. forfeiture buy-back -what happens to taxes paid?

    By AKconsult, January 27, 2010
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 27, 2010

43. Retired physician receiving compensation

    By Guest JPIngold, January 25, 2010
    • 15 replies
    • 1.8k views
    • 
    • Guest
    • January 27, 2010

44. 1099Misc

    By Guest eafrazier, January 27, 2010
    • 0 replies
    • 730 views
    • 
    • Guest
    • January 27, 2010

45. First Universal Health Insurance-Now Universal 401ks

    By goldtpa, January 21, 2010
    • 3 replies
    • 979 views
    • 
    • K2retire
    • January 27, 2010

46. Fiduciary? (hardship approvals)

    By austin3515, January 22, 2010
    • 23 replies
    • 4.2k views
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    • J Simmons
    • January 26, 2010

47. Deferral Election Forms for Partners

    By 401 Chaos, January 25, 2010
    • 2 replies
    • 1.8k views
    • 
    • MARYMM
    • January 26, 2010

48. General Testing

    By justatester, January 26, 2010
    • 4 replies
    • 1.4k views
    • 
    • justatester
    • January 26, 2010

49. FMLA accrual question

    By k man, January 25, 2010
    • 2 replies
    • 1.5k views
    • 
    • GMK
    • January 26, 2010

50. Profit Sharing formulas

    By Guest Benmark, January 19, 2010
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • January 26, 2010