401(k) Plans

19,321 topics in this forum

1. Match to HCE

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

2. PS w/grouping & changing allocation %

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

3. 401k plan investments

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

4. Look Back Yr Comp Limits

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

5. 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

6. Excess contributions & fed tax withholding

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

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

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

8. Employer pays the deductible

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

9. No match on Roth 401k

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

10. Multiple Employer Plan

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

11. PPA Remedial Amendment Period

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

12. Elimination of Optional Form of Benefit

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

13. Individual allocation groups

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

14. Otherwise Excludible HCEs?

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

15. Terminating a SH Plan

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

16. Exclusions

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

17. ADP Test Lay offs

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

18. Affiliated Service Group/Controlled Group

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

19. ADP Failure and Match Contribution

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

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

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

21. matching contributions

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

22. average benefits test and other plans

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

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

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

24. timing of election for partnership deferrals

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

25. Trust Statement Due Date

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

26. Written deferral election required

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

27. QDRO

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

28. Excluding HCEs

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

29. Safe Harbor Match Reinstated

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

30. IRS questionnaire

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

31. Service

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

32. Odd Issue

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

33. Vesting Change

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

34. what to do with forfeitures

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

35. 401(a)(4) Rate Group Testing

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

36. ADP - ACP Failure

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

37. Vesting Schedule and anti Cutback rules

    By Alex Daisy, September 10, 2008
    • 15 replies
    • 11.4k views
    • 
    • 401 Chaos
    • February 16, 2010

38. Employer contributions after rollover

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

39. Vesting Changes

    By justatester, October 20, 2009
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • February 15, 2010

40. DOL 401k Deposits Safe Harbpr

    By austin3515, February 15, 2010
    • 8 replies
    • 1.3k views
    • 
    • masteff
    • February 15, 2010

41. SH Plan -- Mid-Year Amendment to Compensation Definition

    By davef, February 11, 2010
    • 3 replies
    • 1.9k views
    • 
    • austin3515
    • February 12, 2010

42. Forfeitures to fund late earnings ?

    By Guest jvandyke, February 12, 2010
    • 1 reply
    • 2.2k views
    • 
    • Lou S.
    • February 12, 2010

43. PPA and Quarterly Statements

    By Dazednconfused, February 11, 2010
    • 2 replies
    • 1k views
    • 
    • austin3515
    • February 12, 2010

44. Plan Amendment Question

    By Madison71, February 11, 2010
    • 2 replies
    • 1.1k views
    • 
    • Madison71
    • February 11, 2010

45. HCE-Attribution

    By PFranckowiak, February 10, 2010
    • 2 replies
    • 3.3k views
    • 
    • PFranckowiak
    • February 11, 2010

46. Union to Non-Union Promotion - Distributable Event

    By Guest kdddk14, February 10, 2010
    • 1 reply
    • 1.5k views
    • 
    • Jean
    • February 10, 2010

47. Safe Harbor Nonelective & QNEC

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

48. ADP Test - missed deferrals

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

49. 3rd Party Sickpay

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

50. Weird Matching Contribution Allocation Formula Issue

    By Guest Willy, December 21, 2009
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 9, 2010