401(k) Plans

19,298 topics in this forum

1. Company Merger / 401k and Simple IRA

   By sdix401k, May 15, 2009
   • 1 reply
   • 2.1k views
   • 
   • Bird
   • May 15, 2009

2. Davis Bacon question - ADP testing

   By AKconsult, May 15, 2009
   • 0 replies
   • 2k views
   • 
   • AKconsult
   • May 15, 2009

3. Amending Discretionary Match

   By pixmax, May 14, 2009
   • 2 replies
   • 1.5k views
   • 
   • Kevin C
   • May 15, 2009

4. BrightScope

   By Guest caseyb, May 13, 2009
   • 1 reply
   • 937 views
   • 
   • Fredman
   • May 15, 2009

5. int. PS formula no longer good?

   By Guest noans, May 14, 2009
   • 4 replies
   • 1.4k views
   • 
   • Tom Poje
   • May 15, 2009

6. Excluded Status - Loan Availability

   By WesleyT, May 14, 2009
   • 2 replies
   • 1.8k views
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   • QDROphile
   • May 14, 2009

7. Insurance Rolled Into 401(k) Plan

   By Guest DCquestioner, May 13, 2009
   • 2 replies
   • 1.9k views
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   • Bird
   • May 14, 2009

8. Plan status after acquisition?

   By Guest KRS401k, May 12, 2009
   • 10 replies
   • 1.7k views
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   • K2retire
   • May 13, 2009

9. What is reported if plan passes ratio test but has to use average bene

   By John A, February 7, 2002
   • 5 replies
   • 1.9k views
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   • Laura Harrington
   • May 13, 2009

10. Form 5500 Schedule D

    By Guest Nanetta45, May 12, 2009
    • 2 replies
    • 2.5k views
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    • BG5150
    • May 13, 2009

11. Controlled Group Question

    By PFranckowiak, May 11, 2009
    • 5 replies
    • 1.6k views
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    • PMC
    • May 13, 2009

12. ACP Failure

    By Guest esaade, May 12, 2009
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • May 13, 2009

13. Catch-ups in ADP test

    By Guest IluvNewComp, May 11, 2009
    • 5 replies
    • 1.3k views
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    • austin3515
    • May 12, 2009

14. Lincoln National Life Insurance Prototype Document

    By blue, May 12, 2009
    • 0 replies
    • 880 views
    • 
    • blue
    • May 12, 2009

15. Land Held in Profit Sharing Plan will not sell

    By Pixie, May 5, 2009
    • 20 replies
    • 4.6k views
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    • A Shot in the Dark
    • May 11, 2009

16. Per Pay Period Comp, Safe Harbor Match, and True-up

    By 401king, May 7, 2009
    • 8 replies
    • 4.3k views
    • 
    • John Feldt ERPA CPC QPA
    • May 11, 2009

17. Temps making Loan Payments

    By Guest BigBish, May 8, 2009
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • May 11, 2009

18. Late refund of excess deferrals & Form 5330

    By MoShawn, May 6, 2009
    • 2 replies
    • 3.3k views
    • 
    • austin3515
    • May 9, 2009

19. EPCRS - deferral correction

    By Guest Rags, May 7, 2009
    • 2 replies
    • 1.2k views
    • 
    • jpod
    • May 9, 2009

20. Participant loan has to be less than 50% of vested balance?

    By Guest Lin, May 8, 2009
    • 8 replies
    • 2.8k views
    • 
    • J Simmons
    • May 8, 2009

21. loan for moving expenses

    By k man, May 7, 2009
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • May 8, 2009

22. 401K audit - Participant loan in default

    By Guest Lin, May 7, 2009
    • 2 replies
    • 1.9k views
    • 
    • masteff
    • May 8, 2009

23. Earned Income Calculation

    By Guest notapensiongeek, May 6, 2009
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • May 7, 2009

24. Amending Plan to Eliminate Match from Pre 59 1/2 withdrawals

    By rocknrolls2, May 6, 2009
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • May 6, 2009

25. Shephard Smith report

    By MSN, May 5, 2009
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • May 6, 2009

26. Unallocated forfeitures

    By Guest KLM3, May 5, 2009
    • 2 replies
    • 4.2k views
    • 
    • Guest
    • May 6, 2009

27. Proper ADP compensation for testing

    By Guest 410b, May 6, 2009
    • 5 replies
    • 2.6k views
    • 
    • rcline46
    • May 6, 2009

28. Locating Lost participants

    By alexa, May 6, 2009
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • May 6, 2009

29. Match formulas

    By Guest Peggy806, February 27, 2009
    • 22 replies
    • 4.9k views
    • 
    • Tom Poje
    • May 6, 2009

30. 401k SH non-elective contribution

    By J Simmons, August 25, 2008
    • 7 replies
    • 5k views
    • 
    • rlb64
    • May 6, 2009

31. 1099 Compensation

    By emmetttrudy, May 4, 2009
    • 2 replies
    • 1.7k views
    • 
    • J Simmons
    • May 6, 2009

32. Testing income allocation for individual participant account

    By Guest Lin, May 2, 2009
    • 3 replies
    • 6.1k views
    • 
    • Guest
    • May 5, 2009

33. Ohterwise Excludables

    By justatester, May 4, 2009
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • May 5, 2009

34. Automatic enrollment and immediate elgibility

    By alexa, May 2, 2009
    • 3 replies
    • 1k views
    • 
    • PensionPro
    • May 3, 2009

35. 414(s) Comp and ACP Testing

    By 12AX7, April 29, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 1, 2009

36. Deduction Issue - Employer Contributions

    By WesleyT, April 30, 2009
    • 3 replies
    • 1.3k views
    • 
    • WesleyT
    • May 1, 2009

37. Immediate and Heavy Financial Need

    By Guest meeh3704, May 1, 2009
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • May 1, 2009

38. 2008 402(g) Refund

    By Alex Daisy, May 1, 2009
    • 0 replies
    • 1.1k views
    • 
    • Alex Daisy
    • May 1, 2009

39. Top Heavy Question

    By MBCarey, April 24, 2009
    • 5 replies
    • 1.7k views
    • 
    • 12AX7
    • May 1, 2009

40. 401 k audit question

    By Guest flpensionguy, April 30, 2009
    • 2 replies
    • 1.5k views
    • 
    • jpod
    • April 30, 2009

41. Amend to remove EACA mid year?

    By Jean, April 30, 2009
    • 0 replies
    • 2.3k views
    • 
    • Jean
    • April 30, 2009

42. Corrective Amendment to Allow Early Entry

    By emmetttrudy, April 30, 2009
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • April 30, 2009

43. Multiple Employer

    By cdavis25, April 28, 2009
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • April 30, 2009

44. pay period calculation of sh match

    By Guest lap716, April 24, 2009
    • 5 replies
    • 1.9k views
    • 
    • 12AX7
    • April 29, 2009

45. Amending Eligibility for Safe Harbor 401(k)

    By Guest ebailey, April 28, 2009
    • 1 reply
    • 1.6k views
    • 
    • cdavis25
    • April 29, 2009

46. HCE now to receive safe harbor NE

    By Guest Tbrown, April 28, 2009
    • 1 reply
    • 1.3k views
    • 
    • cdavis25
    • April 29, 2009

47. Safe Harbor Mid-Year Change (Match to Nonelective)

    By PJ2009, April 27, 2009
    • 3 replies
    • 2.5k views
    • 
    • PJ2009
    • April 28, 2009

48. Coverage Test

    By Guest 401kbee, April 24, 2009
    • 2 replies
    • 1.1k views
    • 
    • buckaroo
    • April 28, 2009

49. New IRS Guidance on Early Entry & OE Rule

    By blue, April 20, 2009
    • 1 reply
    • 1.1k views
    • 
    • pixmax
    • April 24, 2009

50. MIA participants

    By Guest hyper, January 24, 2006
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • April 23, 2009