401(k) Plans

19,297 topics in this forum

1. Who should create the 1099?

   By fiona1, March 6, 2009
   • 2 replies
   • 1.5k views
   • 
   • Bird
   • March 6, 2009

2. ADP Refunds w/o Trust Accounting

   By Guest Golden401k, March 5, 2009
   • 2 replies
   • 1.3k views
   • 
   • Bird
   • March 6, 2009

3. Earnings on ADP refund

   By BG5150, March 5, 2009
   • 2 replies
   • 1.7k views
   • 
   • Tom Poje
   • March 6, 2009

4. Back to Shifting

   By buckaroo, September 17, 2008
   • 11 replies
   • 2.4k views
   • 
   • Tom Poje
   • March 6, 2009

5. How to treat acquired employees?

   By justatester, March 5, 2009
   • 1 reply
   • 1.1k views
   • 
   • J Simmons
   • March 5, 2009

6. Overpayment from 401(k) plan

   By Guest sheTexasHammer, March 4, 2009
   • 5 replies
   • 4.7k views
   • 
   • QDROphile
   • March 5, 2009

7. restructuring for ADP Testing.

   By Lori H, March 4, 2009
   • 9 replies
   • 2.1k views
   • 
   • austin3515
   • March 5, 2009

8. Failure to allow eligibles to enroll

   By Guest rush2112, March 3, 2009
   • 8 replies
   • 1.7k views
   • 
   • Guest
   • March 5, 2009

9. Plan to Plan transfers

   By Guest soccermom, March 5, 2009
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • March 5, 2009

10. Union and Non-Union

    By fiona1, February 24, 2009
    • 3 replies
    • 1.9k views
    • 
    • Kevin C
    • March 5, 2009

11. 401(k) Brokers

    By Guest samc6782, March 4, 2009
    • 5 replies
    • 4.2k views
    • 
    • Bird
    • March 5, 2009

12. top heavy 401(k) Plan

    By Chippy, March 2, 2009
    • 8 replies
    • 1.8k views
    • 
    • Chippy
    • March 4, 2009

13. ADP, Catch-Up and Refund

    By imchipbrown, February 27, 2009
    • 14 replies
    • 2.5k views
    • 
    • imchipbrown
    • March 3, 2009

14. Overlapping Controlled Groups

    By justatester, March 2, 2009
    • 6 replies
    • 3.3k views
    • 
    • justatester
    • March 3, 2009

15. Failure to Contribute in Multiple Employer Plan

    By Guest Thomas2006, March 3, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 3, 2009

16. QNECs, 401a4 & TH

    By zimbo, February 27, 2009
    • 6 replies
    • 2.7k views
    • 
    • K2retire
    • March 3, 2009

17. SIPC coverage

    By Guest Benmark, March 2, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 2, 2009

18. unallocated employer contribution

    By k man, February 25, 2009
    • 14 replies
    • 6.5k views
    • 
    • Guest
    • March 2, 2009

19. Preventing 415 Failure w/ 401K Plan

    By Guest Golden401k, February 27, 2009
    • 4 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 2, 2009

20. Corrective ADP distributions

    By Guest Joyce Perez, February 17, 2009
    • 9 replies
    • 2.4k views
    • 
    • Earl
    • March 1, 2009

21. Form 5500EZ line 10b

    By Guest naveen, February 28, 2009
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • February 28, 2009

22. Certain Terminated Employee

    By fiona1, February 24, 2009
    • 1 reply
    • 2.2k views
    • 
    • J Simmons
    • February 28, 2009

23. first Roth Distribution

    By Jim Chad, February 23, 2009
    • 1 reply
    • 844 views
    • 
    • J Simmons
    • February 28, 2009

24. matching contribution last day of plan year retroactive decision

    By Guest sheTexasHammer, February 27, 2009
    • 3 replies
    • 1.1k views
    • 
    • Below Ground
    • February 28, 2009

25. Want to double check sole proprietor calc

    By Jim Chad, February 26, 2009
    • 2 replies
    • 1.3k views
    • 
    • imchipbrown
    • February 27, 2009

26. Corrections to HCE Give-backs

    By Cynchbeast, February 26, 2009
    • 9 replies
    • 1.2k views
    • 
    • Tom Poje
    • February 27, 2009

27. Fiduciary

    By Guest meeh3704, February 26, 2009
    • 1 reply
    • 961 views
    • 
    • J Simmons
    • February 26, 2009

28. controlled group question

    By K2retire, February 26, 2009
    • 2 replies
    • 915 views
    • 
    • K2retire
    • February 26, 2009

29. PS to 401(k) Safe Harbor-Mid Year Question

    By BTH, February 25, 2009
    • 3 replies
    • 1.1k views
    • 
    • BG5150
    • February 26, 2009

30. Guaranteed Payments to Partners in an LLC

    By Guest DCquestioner, February 13, 2009
    • 6 replies
    • 9.3k views
    • 
    • BeckyMiller
    • February 25, 2009

31. Parital Plan Terminations

    By jkdoll2, February 24, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 25, 2009

32. Partnership 401(k) + Discretionary Contribution

    By Guest johnpetrancosta, February 23, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 24, 2009

33. Plan Having Trouble with 414(s) Compensation Test

    By rocknrolls2, February 24, 2009
    • 5 replies
    • 3.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 24, 2009

34. Deferrals Not Calculated Correctly

    By Guest DCquestioner, February 23, 2009
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 24, 2009

35. Covered vs Non Covered Employment

    By justatester, February 23, 2009
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 24, 2009

36. Late deposits on match made each payroll

    By Guest Peggy806, February 18, 2009
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • February 23, 2009

37. coordination of deferral limits in different plans

    By Craig Garner, February 23, 2009
    • 2 replies
    • 2.3k views
    • 
    • Kevin C
    • February 23, 2009

38. Final regs - automatic enrollment

    By Tom Poje, February 23, 2009
    • 0 replies
    • 1k views
    • 
    • Tom Poje
    • February 23, 2009

39. Excess Deferrals for 2007

    By Janice F, February 19, 2009
    • 2 replies
    • 1.3k views
    • 
    • Janice F
    • February 23, 2009

40. PS-Deferrals-Catchup in 2 plans

    By Cynchbeast, February 20, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 21, 2009

41. Wet Signature vs. faxed or copy

    By FundeK, February 20, 2009
    • 9 replies
    • 6.6k views
    • 
    • Guest
    • February 21, 2009

42. Cross Testing & Failing ADP Test & Otherwise Excludable

    By Guest SuzieQNEC, July 2, 2008
    • 6 replies
    • 3.2k views
    • 
    • Tom Poje
    • February 20, 2009

43. What to do with gain from recordkeeping erorrs?

    By Guest GMedley, May 11, 2001
    • 7 replies
    • 2.7k views
    • 
    • Kevin C
    • February 20, 2009

44. Shifting - Prior year testing

    By rcline46, February 19, 2009
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • February 20, 2009

45. Do all states recognize 401(k) contributions?

    By Sully, February 18, 2009
    • 5 replies
    • 2.7k views
    • 
    • Sully
    • February 19, 2009

46. Pre-ERISA MPPP with 401k Feature

    By J Simmons, February 14, 2009
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • February 19, 2009

47. Eliminate Safe Harbor match for HCEs only?

    By Gilmore, February 19, 2009
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • February 19, 2009

48. Prior Year ADP test and QSLOB

    By buckaroo, February 18, 2009
    • 1 reply
    • 1.5k views
    • 
    • Kevin C
    • February 18, 2009

49. Definition of Compensation in Plan Document

    By Alex Daisy, February 17, 2009
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • February 17, 2009

50. QOSA

    By Guest meeh3704, February 17, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • February 17, 2009