401(k) Plans

19,321 topics in this forum

1. Coverage Failure

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

2. Buy-back of forfeitures question

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

3. Looking for Guidance on interest on late deposits

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

4. Trans Continental/Louis Pearlman

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

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

   By John Feldt ERPA CPC QPA, April 1, 2009
   • 18 replies
   • 2.9k views
   • 
   • GMK
   • April 2, 2009

6. What costs are deductible in filing VFCP?

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

7. Roth 401(k) Contributions

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

8. 401(k) audit requirements

   By Guest J Snelling, April 1, 2009
   • 4 replies
   • 2.9k views
   • 
   • Kevin C
   • April 2, 2009

9. Required Minimum Distribution Plan Amendment

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

10. Rollovers - Top Heavy

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

11. Payment of Insurance Premiums

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

12. 11g Amendment to Correct Coverage Failure

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

13. Fixing enrollment of ineligible employees

    By Guest RopedIn, March 27, 2009
    • 6 replies
    • 1.9k views
    • 
    • Kevin C
    • March 31, 2009

14. Ineligible In-Service Withdrawal

    By emmetttrudy, March 30, 2009
    • 6 replies
    • 2.8k views
    • 
    • jlea
    • March 31, 2009

15. Not excluding but reduced benefits

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

16. Inclusion of ineligible employee

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

17. Not excluding but reduced benefits

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

18. 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

19. 1 Participant, 2 Seperate Plans Catch-Up in ADP

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

20. Loss on excess contribution refund

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

21. Allocation of Forfeitures

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

22. Changing Contributions in a Money Purchase

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

23. ineligible deferral/safe harbor match

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

24. Timing of Amendment Switching from Current Year to Prior Year Testing Method

    By rocknrolls2, January 29, 2009
    • 14 replies
    • 8.6k views
    • 
    • BG5150
    • March 26, 2009

25. Roth Taxation

    By austin3515, March 25, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 26, 2009

26. 72(p) Cure Period After Leave of Absence

    By Guest dms9999, March 26, 2009
    • 0 replies
    • 909 views
    • 
    • Guest
    • March 26, 2009

27. Question About Who Can Be A Trustee

    By Guest Grumpy456, March 23, 2009
    • 11 replies
    • 2.2k views
    • 
    • Peter Gulia
    • March 26, 2009

28. 401(k) Suspension of Employer Match Notice for Non-Safe Harbor Plan

    By Guest Employee Benefits Gardener, March 25, 2009
    • 5 replies
    • 2.1k views
    • 
    • Bird
    • March 26, 2009

29. Life Insurance Payout and Top Heavy Test

    By emmetttrudy, March 25, 2009
    • 1 reply
    • 1.4k views
    • 
    • david rigby
    • March 25, 2009

30. Suspend safe harbor/significant event rules

    By Guest Peggy806, March 25, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 25, 2009

31. 402g excess deferrals with Losses

    By zimbo, March 22, 2009
    • 3 replies
    • 2.8k views
    • 
    • Tom Poje
    • March 25, 2009

32. Nondiscrimination testing - disaggregation

    By Guest Rags, March 19, 2009
    • 7 replies
    • 2k views
    • 
    • Tom Poje
    • March 24, 2009

33. Safe Harbor plan language

    By J Simmons, March 23, 2009
    • 6 replies
    • 2.6k views
    • 
    • Kevin C
    • March 24, 2009

34. Exceed 415 and 404 Limits

    By Below Ground, March 20, 2009
    • 3 replies
    • 3.6k views
    • 
    • Below Ground
    • March 23, 2009

35. Controlled Group and ADP/ACP Testing

    By msmith, March 19, 2009
    • 1 reply
    • 941 views
    • 
    • austin3515
    • March 22, 2009

36. ADP Test Refunds

    By PensionPro, March 20, 2009
    • 1 reply
    • 1.5k views
    • 
    • QDROphile
    • March 20, 2009

37. deferrals made, but not allowed in document!

    By Belgarath, March 20, 2009
    • 1 reply
    • 959 views
    • 
    • rcline46
    • March 20, 2009

38. EE expected to work greater than 20 hrs/wk but does not

    By blue, March 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • Jim Chad
    • March 20, 2009

39. HCE Limit

    By justatester, March 18, 2009
    • 4 replies
    • 1.3k views
    • 
    • justatester
    • March 19, 2009

40. Controlled Group ADP/ACP Testing

    By msmith, March 12, 2009
    • 8 replies
    • 9.4k views
    • 
    • Tom Poje
    • March 19, 2009

41. over contribute to 401(k) deferrals - Owner

    By jkdoll2, March 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • March 18, 2009

42. HCE Status

    By Medusa, March 17, 2009
    • 1 reply
    • 1.5k views
    • 
    • SheilaD
    • March 18, 2009

43. Top Heavy Minimums - DC Plan

    By PJ2009, March 17, 2009
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 18, 2009

44. Deceased Participant no beneficiary

    By MBCarey, March 17, 2009
    • 4 replies
    • 2.6k views
    • 
    • J Simmons
    • March 17, 2009

45. ADP/ACP Test

    By Guest Jason37, March 15, 2009
    • 13 replies
    • 8.4k views
    • 
    • Below Ground
    • March 17, 2009

46. Compensation Limit- To Prorate or Not...

    By Guest KAGrist, March 17, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 17, 2009

47. flowchart or checklist for late deferrals?

    By Jim Chad, March 16, 2009
    • 2 replies
    • 1.4k views
    • 
    • Jim Chad
    • March 16, 2009

48. Discretionary Contributions

    By Guest ccl, March 15, 2009
    • 2 replies
    • 2.4k views
    • 
    • Bird
    • March 16, 2009

49. Excruciating Minutiae

    By austin3515, March 12, 2009
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • March 14, 2009

50. 401(k) deposit different than W-2

    By Guest EPS2, March 13, 2009
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • March 13, 2009