401(k) Plans

19,321 topics in this forum

1. Locating Lost participants

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

2. Match formulas

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

3. 401k SH non-elective contribution

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

4. 1099 Compensation

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

5. Testing income allocation for individual participant account

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

6. Ohterwise Excludables

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

7. Automatic enrollment and immediate elgibility

   By alexa, May 2, 2009
   • 3 replies
   • 1.1k views
   • 
   • PensionPro
   • May 3, 2009

8. 414(s) Comp and ACP Testing

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

9. Deduction Issue - Employer Contributions

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

10. Immediate and Heavy Financial Need

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

11. 2008 402(g) Refund

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

12. Top Heavy Question

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

13. 401 k audit question

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

14. Amend to remove EACA mid year?

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

15. Corrective Amendment to Allow Early Entry

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

16. Multiple Employer

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

17. pay period calculation of sh match

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

18. Amending Eligibility for Safe Harbor 401(k)

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

19. HCE now to receive safe harbor NE

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

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

    By PJ2009, April 27, 2009
    • 3 replies
    • 2.6k views
    • 
    • PJ2009
    • April 28, 2009

21. Coverage Test

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

22. New IRS Guidance on Early Entry & OE Rule

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

23. MIA participants

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

24. 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

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

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

26. 414(s) compensation & short term disability

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

27. Rehired Employee

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

28. Corp Tax Return Filing Deadline 2008

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

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

    By katieinny, April 13, 2009
    • 10 replies
    • 6.3k views
    • 
    • katieinny
    • April 16, 2009

30. Safe Harbor or Not

    By PMC, April 9, 2009
    • 5 replies
    • 1.6k views
    • 
    • Laura Harrington
    • April 16, 2009

31. QACA effective date and notice requirement

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

32. 2008 1099-R never issued; now what?

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

33. 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

34. Top Heavy Issue

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

35. Correcting an overpayment into 401K

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

36. Qualified Termination Administrator

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

37. Safe Harbor Cont/Plan Termination

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

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

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

39. Highly Compensated Employee?

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

40. 401(k) PS & ESOP Plan - whose contribution?

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

41. Vesting - 6 year Graded

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

42. 401k deductions subject to FUTA/SUTA?

    By Lori H, April 7, 2009
    • 2 replies
    • 16.1k views
    • 
    • Don Levit
    • April 8, 2009

43. Employer Holding 401K after Layoff

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

44. Form 5330

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

45. QNEC Question

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

46. Safe Harbor mid-year

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

47. Returns of Excess Deferrals

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

48. Elimination of Gap income: 2008 or 2009?

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

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

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

50. Bonus Payment

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