401(k) Plans

19,451 topics in this forum

1. Pre tax health premiums and compensation

   By Guest tmills, March 11, 2010
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • March 11, 2010

2. Safe Harbor Match

   By Below Ground, March 10, 2010
   • 2 replies
   • 1k views
   • 
   • Below Ground
   • March 11, 2010

3. In-Service Distribution

   By austin3515, March 10, 2010
   • 11 replies
   • 1.7k views
   • 
   • BG5150
   • March 10, 2010

4. 401(k) Plan investment review

   By Guest ojs000, March 2, 2010
   • 3 replies
   • 1.2k views
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   • Guest
   • March 10, 2010

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

   By doombuggy, March 9, 2010
   • 3 replies
   • 1.1k views
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   • K2retire
   • March 10, 2010

6. arrgghhh. stupid ADP failure

   By Tom Poje, March 8, 2010
   • 5 replies
   • 1.1k views
   • 
   • Tom Poje
   • March 9, 2010

7. ADP Test - HCE Compensation of .01

   By PFranckowiak, March 5, 2010
   • 8 replies
   • 3.3k views
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   • austin3515
   • March 9, 2010

8. 1099 for Excess Contribution

   By Rob P, March 3, 2010
   • 8 replies
   • 2.7k views
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   • Tom Poje
   • March 8, 2010

9. Fringe Benefits and THM<

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

10. Mid-year change to safe harbor plan

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

11. DC Plans and QOSA Benefits

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

12. Permissable match allocation

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

13. HCE Elections fo ADP Refunds

    By austin3515, March 4, 2010
    • 6 replies
    • 1.2k views
    • 
    • austin3515
    • March 6, 2010

14. Match of more than 100%

    By CJS07, June 18, 2009
    • 7 replies
    • 4.7k views
    • 
    • Kevin C
    • March 5, 2010

15. 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
    • 1k views
    • 
    • Trekker
    • March 5, 2010

16. Off plan year ADP testing

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

17. basic safe harbor match

    By Lori H, February 19, 2010
    • 10 replies
    • 2.3k views
    • 
    • Lori H
    • March 4, 2010

18. amending plan to add QNEC

    By AKconsult, March 4, 2010
    • 0 replies
    • 1k views
    • 
    • AKconsult
    • March 4, 2010

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

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

20. ACP Test Failing - "Borrowing Method"?

    By Guest christine_FL, March 4, 2010
    • 3 replies
    • 10.3k views
    • 
    • Tom Poje
    • March 4, 2010

21. Rehired After Opting Out vs. Definition of Participant

    By Guest Erin W, March 2, 2010
    • 13 replies
    • 3.6k views
    • 
    • Guest
    • March 4, 2010

22. 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

23. Safe Harbor notice for termianting plan

    By BG5150, March 2, 2010
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • March 3, 2010

24. Ineligible PS received & distributed

    By Dazednconfused, March 2, 2010
    • 2 replies
    • 1.7k views
    • 
    • Dazednconfused
    • March 3, 2010

25. Ee's are Union AND Nonunion

    By austin3515, March 1, 2010
    • 2 replies
    • 1.8k views
    • 
    • austin3515
    • March 2, 2010

26. ADP Test Lay offs

    By PFranckowiak, February 24, 2010
    • 4 replies
    • 2.1k views
    • 
    • fiona1
    • March 2, 2010

27. What exactly is a successor plan?

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

28. Too much withheld from paycheck

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

29. safe harbor plan with 415 excess

    By AKconsult, February 26, 2010
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • March 2, 2010

30. ADP Refund and death

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

31. Short Plan Year situation

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

32. Match to HCE

    By Guest bernie lomax, February 26, 2010
    • 6 replies
    • 1.3k views
    • 
    • austin3515
    • March 1, 2010

33. PS w/grouping & changing allocation %

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

34. 401k plan investments

    By Gary, February 26, 2010
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • February 27, 2010

35. Look Back Yr Comp Limits

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

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

    By Guest riss@7477, February 26, 2010
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • February 26, 2010

37. Excess contributions & fed tax withholding

    By SusanKD, February 17, 2010
    • 7 replies
    • 3.2k views
    • 
    • GMK
    • February 26, 2010

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

    By J Simmons, February 22, 2010
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 26, 2010

39. Employer pays the deductible

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

40. No match on Roth 401k

    By austin3515, February 25, 2010
    • 8 replies
    • 2.7k views
    • 
    • Kevin C
    • February 26, 2010

41. Multiple Employer Plan

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

42. PPA Remedial Amendment Period

    By IRA, February 24, 2010
    • 4 replies
    • 2.8k views
    • 
    • Kevin C
    • February 25, 2010

43. Elimination of Optional Form of Benefit

    By Guest SFH, February 17, 2010
    • 1 reply
    • 2k views
    • 
    • Logan401
    • February 25, 2010

44. Individual allocation groups

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

45. Otherwise Excludible HCEs?

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

46. Terminating a SH Plan

    By austin3515, February 23, 2010
    • 7 replies
    • 6.3k views
    • 
    • Guest
    • February 25, 2010

47. Exclusions

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

48. ADP Test Lay offs

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

49. Affiliated Service Group/Controlled Group

    By Randy Watson, February 23, 2010
    • 2 replies
    • 1.3k views
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    • justatester
    • February 24, 2010

50. ADP Failure and Match Contribution

    By Dazednconfused, February 23, 2010
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • February 23, 2010