401(k) Plans

19,321 topics in this forum

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

   By Guest BL333, June 1, 2009
   • 6 replies
   • 1.7k views
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   • WDIK
   • June 2, 2009

2. FAS 157

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

3. safe harbor 4k plans

   By Guest DNH, May 14, 2009
   • 8 replies
   • 1.3k views
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   • Guest
   • May 31, 2009

4. Effective Availability

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

5. Safe Harbor 3% w/ Disc Match

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

6. PPA Quarterly Statements

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

7. 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
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   • Bird
   • May 29, 2009

8. Safe Harbor NEC to HCE

   By Guest Peggy806, May 27, 2009
   • 2 replies
   • 1k views
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   • John Feldt ERPA CPC QPA
   • May 28, 2009

9. One-to-One Correction

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

10. VCFP vs. self correction

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

11. Multiemployer 401(k) Plan

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

12. document sponsor in footnote on adoption agreement

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

13. Multiple Employer Plan to Single Employer Plan

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

14. Commission-Only Employees

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

15. 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

16. Mistakenly made a Safe Harbor Match Contribution

    By Alex Daisy, May 19, 2009
    • 16 replies
    • 4.7k views
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    • Kevin C
    • May 22, 2009

17. Mandatory Cash Out

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

18. Excess Deferral Correction

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

19. Husband/Wife solo 401(k)

    By Lori H, May 18, 2009
    • 2 replies
    • 1.8k views
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    • Lori H
    • May 19, 2009

20. Union EEs in ADP test

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

21. Forfeitures to reduct Employer Contribution

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

22. Davis Bacon question

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

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

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

24. Company Merger / 401k and Simple IRA

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

25. Davis Bacon question - ADP testing

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

26. Amending Discretionary Match

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

27. BrightScope

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

28. int. PS formula no longer good?

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

29. Excluded Status - Loan Availability

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

30. 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

31. Plan status after acquisition?

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

32. 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

33. Form 5500 Schedule D

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

34. Controlled Group Question

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

35. ACP Failure

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

36. Catch-ups in ADP test

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

37. Lincoln National Life Insurance Prototype Document

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

38. 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

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

    By 401king, May 7, 2009
    • 8 replies
    • 4.4k views
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    • John Feldt ERPA CPC QPA
    • May 11, 2009

40. Temps making Loan Payments

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

41. Late refund of excess deferrals & Form 5330

    By MoShawn, May 6, 2009
    • 2 replies
    • 3.4k views
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    • austin3515
    • May 9, 2009

42. EPCRS - deferral correction

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

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

    By Guest Lin, May 8, 2009
    • 8 replies
    • 2.9k views
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    • J Simmons
    • May 8, 2009

44. loan for moving expenses

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

45. 401K audit - Participant loan in default

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

46. Earned Income Calculation

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

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

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

48. Shephard Smith report

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

49. Unallocated forfeitures

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

50. Proper ADP compensation for testing

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