401(k) Plans

19,492 topics in this forum

1. Mid-year change to safe harbor plan

   By Sully, March 7, 2010
   • 1 reply
   • 1.2k views
   • 
   • austin3515
   • March 7, 2010

2. DC Plans and QOSA Benefits

   By Guest Tom:, March 3, 2010
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • March 7, 2010

3. Permissable match allocation

   By Guest Margaret25, March 4, 2010
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • March 6, 2010

4. HCE Elections fo ADP Refunds

   By austin3515, March 4, 2010
   • 6 replies
   • 1.3k views
   • 
   • austin3515
   • March 6, 2010

5. Match of more than 100%

   By CJS07, June 18, 2009
   • 7 replies
   • 4.8k views
   • 
   • Kevin C
   • March 5, 2010

6. 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
   • 1.1k views
   • 
   • Trekker
   • March 5, 2010

7. Off plan year ADP testing

   By Guest KRS401k, March 4, 2010
   • 4 replies
   • 1.7k views
   • 
   • BG5150
   • March 5, 2010

8. basic safe harbor match

   By Lori H, February 19, 2010
   • 10 replies
   • 2.4k views
   • 
   • Lori H
   • March 4, 2010

9. amending plan to add QNEC

   By AKconsult, March 4, 2010
   • 0 replies
   • 1.1k views
   • 
   • AKconsult
   • March 4, 2010

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

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

11. ACP Test Failing - "Borrowing Method"?

    By Guest christine_FL, March 4, 2010
    • 3 replies
    • 10.4k views
    • 
    • Tom Poje
    • March 4, 2010

12. Rehired After Opting Out vs. Definition of Participant

    By Guest Erin W, March 2, 2010
    • 13 replies
    • 3.8k views
    • 
    • Guest
    • March 4, 2010

13. Owner who made 401(k) Deferrals with zero Earned Income

    By Alex Daisy, March 3, 2010
    • 2 replies
    • 1.4k views
    • 
    • Alex Daisy
    • March 3, 2010

14. Safe Harbor notice for termianting plan

    By BG5150, March 2, 2010
    • 3 replies
    • 1.3k views
    • 
    • Kevin C
    • March 3, 2010

15. Ineligible PS received & distributed

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

16. Ee's are Union AND Nonunion

    By austin3515, March 1, 2010
    • 2 replies
    • 1.9k views
    • 
    • austin3515
    • March 2, 2010

17. ADP Test Lay offs

    By PFranckowiak, February 24, 2010
    • 4 replies
    • 2.2k views
    • 
    • fiona1
    • March 2, 2010

18. What exactly is a successor plan?

    By BG5150, March 2, 2010
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 2, 2010

19. Too much withheld from paycheck

    By Guest Peggy806, March 2, 2010
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • March 2, 2010

20. safe harbor plan with 415 excess

    By AKconsult, February 26, 2010
    • 4 replies
    • 2.5k views
    • 
    • Tom Poje
    • March 2, 2010

21. ADP Refund and death

    By Guest jvandyke, March 1, 2010
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 2, 2010

22. Short Plan Year situation

    By Guest PCS Inc, March 1, 2010
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 2, 2010

23. Match to HCE

    By Guest bernie lomax, February 26, 2010
    • 6 replies
    • 1.4k views
    • 
    • austin3515
    • March 1, 2010

24. PS w/grouping & changing allocation %

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

25. 401k plan investments

    By Gary, February 26, 2010
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • February 27, 2010

26. Look Back Yr Comp Limits

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

27. 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

28. Excess contributions & fed tax withholding

    By SusanKD, February 17, 2010
    • 7 replies
    • 3.3k views
    • 
    • GMK
    • February 26, 2010

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

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

30. Employer pays the deductible

    By austin3515, February 26, 2010
    • 0 replies
    • 1k views
    • 
    • austin3515
    • February 26, 2010

31. No match on Roth 401k

    By austin3515, February 25, 2010
    • 8 replies
    • 2.9k views
    • 
    • Kevin C
    • February 26, 2010

32. Multiple Employer Plan

    By Zoey, February 24, 2010
    • 4 replies
    • 1.3k views
    • 
    • Zoey
    • February 26, 2010

33. PPA Remedial Amendment Period

    By IRA, February 24, 2010
    • 4 replies
    • 3k views
    • 
    • Kevin C
    • February 25, 2010

34. Elimination of Optional Form of Benefit

    By Guest SFH, February 17, 2010
    • 1 reply
    • 2.1k views
    • 
    • Logan401
    • February 25, 2010

35. Individual allocation groups

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

36. Otherwise Excludible HCEs?

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

37. Terminating a SH Plan

    By austin3515, February 23, 2010
    • 7 replies
    • 6.6k views
    • 
    • Guest
    • February 25, 2010

38. Exclusions

    By Guest Pension Girl, February 25, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 25, 2010

39. ADP Test Lay offs

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

40. Affiliated Service Group/Controlled Group

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

41. ADP Failure and Match Contribution

    By Dazednconfused, February 23, 2010
    • 1 reply
    • 1.9k views
    • 
    • austin3515
    • February 23, 2010

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

    By R. Butler, February 22, 2010
    • 0 replies
    • 1k views
    • 
    • R. Butler
    • February 22, 2010

43. matching contributions

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

44. average benefits test and other plans

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

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

    By Guest cereader, February 20, 2010
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • February 22, 2010

46. timing of election for partnership deferrals

    By Guest anitatpa, February 22, 2010
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 22, 2010

47. Trust Statement Due Date

    By Guest koo, February 19, 2010
    • 4 replies
    • 1.4k views
    • 
    • Peter Gulia
    • February 20, 2010

48. Written deferral election required

    By Belgarath, February 19, 2010
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • February 19, 2010

49. QDRO

    By Madison71, February 18, 2010
    • 17 replies
    • 3.4k views
    • 
    • Madison71
    • February 19, 2010

50. Excluding HCEs

    By IRA, February 19, 2010
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 19, 2010