401(k) Plans

19,298 topics in this forum

1. QNEC and Carve Out Method

   By CJS07, June 11, 2009
   • 2 replies
   • 2.2k views
   • 
   • BG5150
   • June 12, 2009

2. IRS Letter for Late Filing

   By KevinMc, June 11, 2009
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • June 11, 2009

3. Cancel a Plan Termination?

   By Guest dms9999, June 11, 2009
   • 1 reply
   • 1.2k views
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   • Guest
   • June 11, 2009

4. Roth 401(k) question

   By Guest ArkansasChris, June 10, 2009
   • 2 replies
   • 937 views
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   • Appleby
   • June 11, 2009

5. Roth 401(k) and Brokerage Accounts

   By KateSmithPA, February 26, 2009
   • 3 replies
   • 1.6k views
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   • Appleby
   • June 11, 2009

6. Top Heavy Test

   By Guest slugn, June 11, 2009
   • 0 replies
   • 987 views
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   • Guest
   • June 11, 2009

7. Notice Requirements

   By Guest nmyers, June 9, 2009
   • 6 replies
   • 2.9k views
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   • John Feldt ERPA CPC QPA
   • June 10, 2009

8. Ineligible Rollover

   By goldtpa, June 9, 2009
   • 1 reply
   • 1.3k views
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   • Guest
   • June 9, 2009

9. Late Deferral Form 5330 Filing

   By Below Ground, March 20, 2008
   • 5 replies
   • 2.5k views
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   • 401 Chaos
   • June 9, 2009

10. Eliminating loans from a plan

    By tymesup, June 8, 2009
    • 2 replies
    • 1.3k views
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    • Guest
    • June 9, 2009

11. 3% Safe Harbor

    By Jay3, June 8, 2009
    • 4 replies
    • 1.1k views
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    • Guest
    • June 8, 2009

12. Adding Roth - new EIN necessary?

    By Gudgergirl, June 8, 2009
    • 2 replies
    • 952 views
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    • jkdoll2
    • June 8, 2009

13. 401(k) with QJ&SA normal form

    By Guest braindead, June 5, 2009
    • 6 replies
    • 2.4k views
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    • Guest
    • June 7, 2009

14. health insurance preimums

    By LIBERTYKID, April 23, 2009
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • June 7, 2009

15. Contributions sent to wrong account...

    By jquazza, June 2, 2009
    • 1 reply
    • 972 views
    • 
    • J Simmons
    • June 6, 2009

16. Hardship question

    By PFranckowiak, June 5, 2009
    • 3 replies
    • 1.8k views
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    • masteff
    • June 5, 2009

17. latest info on eliminating 3% safe harbor mid year

    By Tom Poje, May 15, 2009
    • 29 replies
    • 5k views
    • 
    • Tom Poje
    • June 5, 2009

18. Post Severance Compensation

    By PFranckowiak, June 4, 2009
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 5, 2009

19. ACP Split Testing Method

    By Guest dsw713, June 2, 2009
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • June 4, 2009

20. Family Attribution

    By Guest RS182, June 4, 2009
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 4, 2009

21. 401k safe harbor plan amendment logistics

    By Gary, June 2, 2009
    • 9 replies
    • 1.8k views
    • 
    • Guest
    • June 4, 2009

22. Prototype - Now a Multiple ER

    By PFranckowiak, June 3, 2009
    • 1 reply
    • 965 views
    • 
    • R. Butler
    • June 3, 2009

23. Cancelling a 401k

    By Guest vinson7, June 2, 2009
    • 3 replies
    • 2k views
    • 
    • Guest
    • June 3, 2009

24. Terminated Employees Vesting Schedule

    By Guest bouncingsoul, June 2, 2009
    • 4 replies
    • 1.3k views
    • 
    • Belgarath
    • June 3, 2009

25. Form 5330 for excess contributions

    By Guest Pat Metallic, June 3, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 3, 2009

26. Changing Participant's Account to a Trust

    By Guest andmik, June 2, 2009
    • 1 reply
    • 928 views
    • 
    • QDROphile
    • June 2, 2009

27. Amendment Notice - change in eligibility

    By Guest jimmybeau, June 1, 2009
    • 3 replies
    • 1.7k views
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    • BG5150
    • June 2, 2009

28. Harship Distributions: safe harbor requirement for employee to obtain "all other currently available distributions"

    By Guest BL333, June 1, 2009
    • 6 replies
    • 1.6k views
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    • WDIK
    • June 2, 2009

29. FAS 157

    By Guest CRM, June 2, 2009
    • 0 replies
    • 1.2k views
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    • Guest
    • June 2, 2009

30. safe harbor 4k plans

    By Guest DNH, May 14, 2009
    • 8 replies
    • 1.2k views
    • 
    • Guest
    • May 31, 2009

31. Effective Availability

    By BTG, May 29, 2009
    • 4 replies
    • 1.5k views
    • 
    • K2retire
    • May 29, 2009

32. Safe Harbor 3% w/ Disc Match

    By Guest North Meets South, May 26, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 29, 2009

33. PPA Quarterly Statements

    By imchipbrown, May 28, 2009
    • 2 replies
    • 1.8k views
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    • Bird
    • May 29, 2009

34. 401(k) deferral election exceeds available compensation (after deductions for payroll taxes, court ordered payments, loan repayments...)

    By Guest BL333, May 28, 2009
    • 2 replies
    • 2.4k views
    • 
    • Bird
    • May 29, 2009

35. Safe Harbor NEC to HCE

    By Guest Peggy806, May 27, 2009
    • 2 replies
    • 998 views
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    • John Feldt ERPA CPC QPA
    • May 28, 2009

36. One-to-One Correction

    By 12AX7, May 28, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 28, 2009

37. VCFP vs. self correction

    By Guest CRM, May 28, 2009
    • 2 replies
    • 5.8k views
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    • Guest
    • May 28, 2009

38. Multiemployer 401(k) Plan

    By PJ2009, May 27, 2009
    • 6 replies
    • 2.3k views
    • 
    • PJ2009
    • May 28, 2009

39. document sponsor in footnote on adoption agreement

    By Jim Chad, May 21, 2009
    • 3 replies
    • 1k views
    • 
    • imchipbrown
    • May 28, 2009

40. Multiple Employer Plan to Single Employer Plan

    By justatester, May 27, 2009
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 28, 2009

41. Commission-Only Employees

    By Guest Tad77, May 20, 2009
    • 5 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2009

42. Match Contribution True-Up for Active Employees Only

    By buckaroo, May 22, 2009
    • 1 reply
    • 1.2k views
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    • Guest
    • May 22, 2009

43. Mistakenly made a Safe Harbor Match Contribution

    By Alex Daisy, May 19, 2009
    • 16 replies
    • 4.6k views
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    • Kevin C
    • May 22, 2009

44. Mandatory Cash Out

    By Guest ebailey, May 19, 2009
    • 2 replies
    • 2k views
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    • QDROphile
    • May 20, 2009

45. Excess Deferral Correction

    By Guest Jill B, May 19, 2009
    • 0 replies
    • 1k views
    • 
    • Guest
    • May 19, 2009

46. Husband/Wife solo 401(k)

    By Lori H, May 18, 2009
    • 2 replies
    • 1.7k views
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    • Lori H
    • May 19, 2009

47. Union EEs in ADP test

    By Guest Pat Metallic, May 15, 2009
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • May 18, 2009

48. Forfeitures to reduct Employer Contribution

    By Guest ebailey, May 14, 2009
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • May 16, 2009

49. Davis Bacon question

    By AKconsult, May 13, 2009
    • 6 replies
    • 1.8k views
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    • Below Ground
    • May 15, 2009

50. Company with SIMPLE 401k merges with Co. with 401k

    By 401king, May 15, 2009
    • 2 replies
    • 1.4k views
    • 
    • 401king
    • May 15, 2009