401(k) Plans

19,276 topics in this forum

1. Earned Income Calculation

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

2. 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

3. Shephard Smith report

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

4. Unallocated forfeitures

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

5. Proper ADP compensation for testing

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

6. Locating Lost participants

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

7. Match formulas

   By Guest Peggy806, February 27, 2009
   • 22 replies
   • 4.8k views
   • 
   • Tom Poje
   • May 6, 2009

8. 401k SH non-elective contribution

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

9. 1099 Compensation

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

10. Testing income allocation for individual participant account

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

11. Ohterwise Excludables

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

12. Automatic enrollment and immediate elgibility

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

13. 414(s) Comp and ACP Testing

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

14. Deduction Issue - Employer Contributions

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

15. Immediate and Heavy Financial Need

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

16. 2008 402(g) Refund

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

17. Top Heavy Question

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

18. 401 k audit question

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

19. Amend to remove EACA mid year?

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

20. Corrective Amendment to Allow Early Entry

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

21. Multiple Employer

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

22. pay period calculation of sh match

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

23. Amending Eligibility for Safe Harbor 401(k)

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

24. HCE now to receive safe harbor NE

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

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

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

26. Coverage Test

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

27. New IRS Guidance on Early Entry & OE Rule

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

28. MIA participants

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

29. Discretionary match intended for 2008, no extension filed

    By John Feldt ERPA CPC QPA, April 21, 2009
    • 4 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • April 21, 2009

30. Need reality check - mulitple matching schedules allowed if testing passed?

    By ERISAatty, April 20, 2009
    • 1 reply
    • 1.2k views
    • 
    • ERISAatty
    • April 20, 2009

31. 414(s) compensation & short term disability

    By MoShawn, April 3, 2009
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • April 20, 2009

32. Rehired Employee

    By Lori Foresz, April 17, 2009
    • 2 replies
    • 1.3k views
    • 
    • Lori Foresz
    • April 17, 2009

33. Corp Tax Return Filing Deadline 2008

    By Guest saotampa, April 17, 2009
    • 2 replies
    • 1.2k views
    • 
    • 401king
    • April 17, 2009

34. Safe Harbor 401(k), Top Heavy and uses permitted disparity formula

    By katieinny, April 13, 2009
    • 10 replies
    • 6.2k views
    • 
    • katieinny
    • April 16, 2009

35. Safe Harbor or Not

    By PMC, April 9, 2009
    • 5 replies
    • 1.5k views
    • 
    • Laura Harrington
    • April 16, 2009

36. QACA effective date and notice requirement

    By Guest Statler, April 15, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 15, 2009

37. 2008 1099-R never issued; now what?

    By Guest jusducki, April 15, 2009
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • April 15, 2009

38. ADP for HCE when NHCE's dont defer at all

    By K-t-F, April 10, 2009
    • 7 replies
    • 3.1k views
    • 
    • BG5150
    • April 15, 2009

39. Top Heavy Issue

    By Guest JDK, April 15, 2009
    • 1 reply
    • 1.3k views
    • 
    • GBurns
    • April 15, 2009

40. Correcting an overpayment into 401K

    By Guest starrynight8, April 15, 2009
    • 1 reply
    • 2.1k views
    • 
    • Jim Chad
    • April 15, 2009

41. Qualified Termination Administrator

    By Guest LCJ12, April 14, 2009
    • 1 reply
    • 2.5k views
    • 
    • david rigby
    • April 14, 2009

42. Safe Harbor Cont/Plan Termination

    By Guest jusducki, April 9, 2009
    • 3 replies
    • 1.1k views
    • 
    • Jim Chad
    • April 13, 2009

43. Reducing 401 (k) Deferral Limit Mid-Year

    By 12AX7, April 9, 2009
    • 2 replies
    • 1.4k views
    • 
    • 12AX7
    • April 9, 2009

44. Highly Compensated Employee?

    By Guest panther84, April 5, 2009
    • 9 replies
    • 1.7k views
    • 
    • Guest
    • April 9, 2009

45. 401(k) PS & ESOP Plan - whose contribution?

    By Guest SuzieQNEC, March 9, 2009
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • April 9, 2009

46. Vesting - 6 year Graded

    By Alex Daisy, April 8, 2009
    • 1 reply
    • 2.2k views
    • 
    • J Simmons
    • April 8, 2009

47. 401k deductions subject to FUTA/SUTA?

    By Lori H, April 7, 2009
    • 2 replies
    • 15.6k views
    • 
    • Don Levit
    • April 8, 2009

48. Employer Holding 401K after Layoff

    By Guest Dickey, April 7, 2009
    • 2 replies
    • 1.3k views
    • 
    • K2retire
    • April 7, 2009

49. Form 5330

    By justatester, April 7, 2009
    • 1 reply
    • 937 views
    • 
    • Bill Presson
    • April 7, 2009

50. QNEC Question

    By Stash026, April 6, 2009
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • April 7, 2009