401(k) Plans

19,365 topics in this forum

1. Definition of Compensation for ADP-ACP Test

   By Guest CRM, September 25, 2009
   • 2 replies
   • 5.2k views
   • 
   • MWeddell
   • September 25, 2009

2. Mandatory Match

   By Randy Watson, September 22, 2009
   • 5 replies
   • 1.5k views
   • 
   • austin3515
   • September 24, 2009

3. QDIA's

   By austin3515, September 24, 2009
   • 0 replies
   • 908 views
   • 
   • austin3515
   • September 24, 2009

4. US Citizens Working in Canada

   By justatester, September 24, 2009
   • 0 replies
   • 952 views
   • 
   • justatester
   • September 24, 2009

5. Controlled Groups and the Transition Rule

   By justatester, September 23, 2009
   • 8 replies
   • 2.8k views
   • 
   • justatester
   • September 24, 2009

6. PS allocation before year end

   By Santo Gold, September 24, 2009
   • 5 replies
   • 1.5k views
   • 
   • Tom Poje
   • September 24, 2009

7. Payroll Error led to over and under employee Contributions in 2008

   By Alex Daisy, September 23, 2009
   • 2 replies
   • 1.3k views
   • 
   • BG5150
   • September 24, 2009

8. Terminating Plan

   By PFranckowiak, September 22, 2009
   • 5 replies
   • 1.6k views
   • 
   • PFranckowiak
   • September 24, 2009

9. IRC 415(c) limit

   By Guest koo, September 23, 2009
   • 3 replies
   • 3.5k views
   • 
   • SheilaD
   • September 24, 2009

10. Fiduciary Liability

    By Randy Watson, September 23, 2009
    • 1 reply
    • 928 views
    • 
    • J Simmons
    • September 23, 2009

11. Profit Sharing for owner who is the only eligible participant

    By Alex Daisy, September 16, 2009
    • 12 replies
    • 1.5k views
    • 
    • Guest
    • September 23, 2009

12. ADP Testing in multiple employer plan

    By RDY2RTR, September 22, 2009
    • 3 replies
    • 3.1k views
    • 
    • RDY2RTR
    • September 23, 2009

13. Money Purchase Plan

    By Guest koo, September 23, 2009
    • 1 reply
    • 953 views
    • 
    • J Simmons
    • September 23, 2009

14. Is this a Discretionary Match that Can Be Reduced Now?

    By 401 Chaos, September 21, 2009
    • 7 replies
    • 2.7k views
    • 
    • K2retire
    • September 22, 2009

15. Safe Harbor Match Deposit Deadline

    By Guest jvandyke, September 2, 2009
    • 4 replies
    • 6.9k views
    • 
    • Guest
    • September 22, 2009

16. Plan Sponsor is Ins. Co. making commisisons on investments in the plan

    By jkharvey, September 22, 2009
    • 2 replies
    • 992 views
    • 
    • Ron Snyder
    • September 22, 2009

17. Participating Employer Contribution

    By Dougsbpc, September 18, 2009
    • 6 replies
    • 2.4k views
    • 
    • Dougsbpc
    • September 22, 2009

18. Must deferrals be stopped if a loan is taken?

    By Guest Miller426, September 14, 2009
    • 24 replies
    • 3.1k views
    • 
    • K2retire
    • September 21, 2009

19. Traditional 401k to Roth 401k or Roth IRS

    By Gadgetfreak, September 18, 2009
    • 2 replies
    • 1.2k views
    • 
    • Gadgetfreak
    • September 21, 2009

20. Pre-tax 401k Rolled into a ROth IRA

    By austin3515, September 14, 2009
    • 12 replies
    • 2.9k views
    • 
    • austin3515
    • September 20, 2009

21. Enhanced SH Match + Discretionary Match

    By Guest notapensiongeek, September 18, 2009
    • 2 replies
    • 991 views
    • 
    • MWeddell
    • September 18, 2009

22. Prevailing Wage Fringe into a SIMPLE IRA

    By Guest Green92, September 18, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 18, 2009

23. Missed ADP Refund and correction

    By buckaroo, September 11, 2009
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • September 18, 2009

24. Coverage & Participation Fails

    By Gadgetfreak, September 16, 2009
    • 5 replies
    • 1.4k views
    • 
    • rcline46
    • September 17, 2009

25. Rolling INTO a designated Roth account (Roth 401(k))?

    By Guest Rissa, September 16, 2009
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • September 16, 2009

26. Keogh to MEP

    By Guest FJMISS, September 14, 2009
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • September 16, 2009

27. LLP Deposit Deadline

    By Rob P, September 15, 2009
    • 2 replies
    • 1.4k views
    • 
    • Rob P
    • September 15, 2009

28. Rollover from 401K to ROTH IRA

    By Alex Daisy, September 11, 2009
    • 4 replies
    • 1.2k views
    • 
    • R. Butler
    • September 11, 2009

29. Amendment Timing

    By Stash026, September 11, 2009
    • 1 reply
    • 1k views
    • 
    • Guest
    • September 11, 2009

30. returning excess allocations

    By Guest nynaeve, September 10, 2009
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • September 11, 2009

31. Controlled Group - One Plan

    By PFranckowiak, September 10, 2009
    • 1 reply
    • 1.2k views
    • 
    • Laura Harrington
    • September 10, 2009

32. Control Group/ Testing

    By pixmax, September 10, 2009
    • 6 replies
    • 2k views
    • 
    • Sully
    • September 10, 2009

33. Unincorporated partnership

    By Belgarath, September 10, 2009
    • 2 replies
    • 1.2k views
    • 
    • Belgarath
    • September 10, 2009

34. Vesting for rehired employees after partial plan termination

    By taxllm, September 10, 2009
    • 1 reply
    • 2.3k views
    • 
    • PensionPro
    • September 10, 2009

35. 415 Definition of Compensation

    By ERISA25, September 9, 2009
    • 4 replies
    • 7.6k views
    • 
    • Guest
    • September 10, 2009

36. Can a Key/HCE receive a reduced Safe Harbor Match?

    By Guest PensionPrincess, September 8, 2009
    • 5 replies
    • 1.2k views
    • 
    • rcline46
    • September 10, 2009

37. Must a partner draw a salary and receive a W-2 to participate in a 401k plan?

    By Guest longterminvestor, September 8, 2009
    • 7 replies
    • 22k views
    • 
    • Guest
    • September 9, 2009

38. Fund not accepting liquidation requests

    By K2retire, September 8, 2009
    • 3 replies
    • 1k views
    • 
    • mbozek
    • September 8, 2009

39. HELP! - 401(k) Coverage Test

    By Doghouse, September 6, 2009
    • 3 replies
    • 2.5k views
    • 
    • Doghouse
    • September 8, 2009

40. I made a DUMB mistake and wonder if anybody has any ideas for saving my butt?

    By RayJJohnsonJr, September 4, 2009
    • 5 replies
    • 1.5k views
    • 
    • MWeddell
    • September 8, 2009

41. QDIA issues

    By pixmax, September 8, 2009
    • 0 replies
    • 1k views
    • 
    • pixmax
    • September 8, 2009

42. Plan covers only HCE's - Safe Harbor Notice Required?

    By Guest SarahB, September 4, 2009
    • 6 replies
    • 1.7k views
    • 
    • K2retire
    • September 8, 2009

43. Contributing while disabled

    By Guest Pennysaver, August 20, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 4, 2009

44. Control Group?

    By 401king, September 4, 2009
    • 3 replies
    • 1.2k views
    • 
    • R. Butler
    • September 4, 2009

45. Required match causes ACP failure

    By Belgarath, September 2, 2009
    • 10 replies
    • 2.2k views
    • 
    • Tom Poje
    • September 4, 2009

46. ADP failure - too much refunded to HCEs

    By Guest Rags, September 3, 2009
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • September 4, 2009

47. Testing of multiemployer contributions

    By Guest hyper, September 3, 2009
    • 0 replies
    • 881 views
    • 
    • Guest
    • September 3, 2009

48. Basic SH Match & Discretionary Match

    By Guest 4:15 Limit, August 31, 2009
    • 5 replies
    • 1.7k views
    • 
    • MWeddell
    • September 3, 2009

49. REA & 1.411(d)-4

    By ERISA25, August 25, 2009
    • 7 replies
    • 2.7k views
    • 
    • Mike Preston
    • September 2, 2009

50. 2008 Payroll Date Cont paid in 2009.

    By Alex Daisy, September 1, 2009
    • 1 reply
    • 928 views
    • 
    • david rigby
    • September 1, 2009