401(k) Plans

19,298 topics in this forum

1. 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

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

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

3. 414(s) compensation & short term disability

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

4. Rehired Employee

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

5. Corp Tax Return Filing Deadline 2008

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

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

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

7. Safe Harbor or Not

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

8. QACA effective date and notice requirement

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

9. 2008 1099-R never issued; now what?

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

10. 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

11. Top Heavy Issue

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

12. Correcting an overpayment into 401K

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

13. Qualified Termination Administrator

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

14. Safe Harbor Cont/Plan Termination

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

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

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

16. Highly Compensated Employee?

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

17. 401(k) PS & ESOP Plan - whose contribution?

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

18. Vesting - 6 year Graded

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

19. 401k deductions subject to FUTA/SUTA?

    By Lori H, April 7, 2009
    • 2 replies
    • 15.7k views
    • 
    • Don Levit
    • April 8, 2009

20. Employer Holding 401K after Layoff

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

21. Form 5330

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

22. QNEC Question

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

23. Safe Harbor mid-year

    By Guest Achilles, April 6, 2009
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • April 7, 2009

24. Returns of Excess Deferrals

    By Gadgetfreak, April 6, 2009
    • 1 reply
    • 983 views
    • 
    • Guest
    • April 6, 2009

25. Elimination of Gap income: 2008 or 2009?

    By Santo Gold, April 6, 2009
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • April 6, 2009

26. Using 'Hardship' criteria as Plan Loan criteria (?)

    By ERISAatty, April 3, 2009
    • 3 replies
    • 1.1k views
    • 
    • ERISAatty
    • April 3, 2009

27. Bonus Payment

    By Guest payroll_cons, April 2, 2009
    • 7 replies
    • 3.1k views
    • 
    • Kevin C
    • April 3, 2009

28. Coverage Failure

    By justatester, April 1, 2009
    • 5 replies
    • 1.6k views
    • 
    • david rigby
    • April 3, 2009

29. Buy-back of forfeitures question

    By Brian Gallagher, June 18, 2004
    • 3 replies
    • 2.6k views
    • 
    • masteff
    • April 3, 2009

30. Looking for Guidance on interest on late deposits

    By Alex Daisy, April 3, 2009
    • 1 reply
    • 949 views
    • 
    • jkdoll2
    • April 3, 2009

31. Trans Continental/Louis Pearlman

    By Guest Dan Shea, April 2, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 3, 2009

32. IRS audit - auditor requires deferral elections before work is performed

    By John Feldt ERPA CPC QPA, April 1, 2009
    • 18 replies
    • 2.8k views
    • 
    • GMK
    • April 2, 2009

33. What costs are deductible in filing VFCP?

    By Jim Chad, April 2, 2009
    • 0 replies
    • 1.5k views
    • 
    • Jim Chad
    • April 2, 2009

34. Roth 401(k) Contributions

    By Guest Guy Incognito, March 18, 2009
    • 4 replies
    • 1.1k views
    • 
    • oriecat
    • April 2, 2009

35. 401(k) audit requirements

    By Guest J Snelling, April 1, 2009
    • 4 replies
    • 2.8k views
    • 
    • Kevin C
    • April 2, 2009

36. Required Minimum Distribution Plan Amendment

    By Guest sheTexasHammer, April 1, 2009
    • 6 replies
    • 1.4k views
    • 
    • Kevin C
    • April 1, 2009

37. Rollovers - Top Heavy

    By PMC, April 1, 2009
    • 2 replies
    • 1k views
    • 
    • PMC
    • April 1, 2009

38. Payment of Insurance Premiums

    By Bruddah Kimo, April 1, 2009
    • 3 replies
    • 1.8k views
    • 
    • Bruddah Kimo
    • April 1, 2009

39. 11g Amendment to Correct Coverage Failure

    By Laura Harrington, April 1, 2009
    • 1 reply
    • 1.9k views
    • 
    • Mike Preston
    • April 1, 2009

40. Fixing enrollment of ineligible employees

    By Guest RopedIn, March 27, 2009
    • 6 replies
    • 1.8k views
    • 
    • Kevin C
    • March 31, 2009

41. Ineligible In-Service Withdrawal

    By emmetttrudy, March 30, 2009
    • 6 replies
    • 2.7k views
    • 
    • jlea
    • March 31, 2009

42. Not excluding but reduced benefits

    By Rai401k, March 30, 2009
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 31, 2009

43. Inclusion of ineligible employee

    By Guest Peggy806, March 2, 2009
    • 3 replies
    • 2.7k views
    • 
    • Tom Poje
    • March 31, 2009

44. Not excluding but reduced benefits

    By Rai401k, March 30, 2009
    • 0 replies
    • 915 views
    • 
    • Rai401k
    • March 30, 2009

45. Stop Making Safe Harbor Match Cont effective 5/1/09

    By Alex Daisy, March 30, 2009
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • March 30, 2009

46. 1 Participant, 2 Seperate Plans Catch-Up in ADP

    By Guest RS182, March 27, 2009
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • March 30, 2009

47. Loss on excess contribution refund

    By PAL, March 27, 2009
    • 1 reply
    • 1.2k views
    • 
    • Lou S.
    • March 27, 2009

48. Allocation of Forfeitures

    By anspai, March 26, 2009
    • 7 replies
    • 3.7k views
    • 
    • BG5150
    • March 27, 2009

49. Changing Contributions in a Money Purchase

    By Guest Retirementadmin012, March 26, 2009
    • 2 replies
    • 981 views
    • 
    • Guest
    • March 27, 2009

50. ineligible deferral/safe harbor match

    By Guest Moira, March 24, 2009
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • March 26, 2009