401(k) Plans

19,276 topics in this forum

1. What happens if not covered by ERISA bond?

   By BG5150, January 16, 2009
   • 14 replies
   • 21.4k views
   • 
   • Lori H
   • January 27, 2009

2. Automatic enrollment guide from DOL and IRS

   By Tom Poje, January 16, 2009
   • 1 reply
   • 1.4k views
   • 
   • J Simmons
   • January 17, 2009

3. Loan Repayments

   By Guest SRH, January 16, 2009
   • 3 replies
   • 1.3k views
   • 
   • Belgarath
   • January 16, 2009

4. 2008 1099R to Correct 2006 1099R

   By Guest CTB, January 15, 2009
   • 1 reply
   • 976 views
   • 
   • Guest
   • January 16, 2009

5. what do you do if DOL orders employer to pay overtime

   By k man, January 15, 2009
   • 3 replies
   • 1.2k views
   • 
   • david rigby
   • January 16, 2009

6. ACP fails, what about Catch-Up matches?

   By Guest m.n.ouellette, January 15, 2009
   • 17 replies
   • 4k views
   • 
   • BG5150
   • January 21, 2009

7. 401(k) Deferral on Net or Gross Compensation?

   By Alex Daisy, January 15, 2009
   • 3 replies
   • 3.3k views
   • 
   • 401king
   • January 21, 2009

8. Short Plan Year

   By jkdoll2, January 15, 2009
   • 6 replies
   • 1.7k views
   • 
   • Guest
   • January 21, 2009

9. 401(k) Rollover Question

   By Guest Benmark, January 15, 2009
   • 5 replies
   • 1.4k views
   • 
   • Bird
   • January 16, 2009

10. Key + safe harbor match

    By Guest dhall, January 15, 2009
    • 3 replies
    • 974 views
    • 
    • Tom Poje
    • January 15, 2009

11. Compensation for 3% SH Nonelective contribution

    By Guest NPS Darren, January 14, 2009
    • 7 replies
    • 7.5k views
    • 
    • Guest
    • August 30, 2010

12. Lost Beneficiary

    By Guest ccl, January 14, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 15, 2009

13. Employer limits HCE contributoins

    By BG5150, January 14, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 15, 2009

14. Gap Earnings

    By Guest jvandyke, January 14, 2009
    • 5 replies
    • 5.3k views
    • 
    • fiona1
    • January 14, 2009

15. Correction to failed 414s

    By pixmax, January 14, 2009
    • 9 replies
    • 11.9k views
    • 
    • Guest
    • January 16, 2009

16. Compensation

    By MBCarey, January 14, 2009
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • January 14, 2009

17. Compensation Testing

    By Guest phy401k, January 13, 2009
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2009

18. Loan fees in Amortization Schedule

    By Alex Daisy, January 12, 2009
    • 5 replies
    • 2.7k views
    • 
    • jpod
    • January 14, 2009

19. Real Estate in a Custodial Account under a Profit Sharing Plan

    By Guest San Diego Benefits Guy, January 10, 2009
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 10, 2009

20. elapsed time method and ADP testing options

    By DMcGovern, January 9, 2009
    • 3 replies
    • 2.7k views
    • 
    • MWeddell
    • March 22, 2023

21. Same Desk Rule

    By Guest MonicaS, January 9, 2009
    • 4 replies
    • 6.2k views
    • 
    • Kevin C
    • January 13, 2009

22. March 15th Deadline

    By justatester, January 9, 2009
    • 3 replies
    • 2.4k views
    • 
    • BG5150
    • January 9, 2009

23. ADP testing

    By Guest Amy Marie, January 8, 2009
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 8, 2009

24. Suspension of 2008 Safe Harbor 3% Requirement

    By Guest Ted Kowalchuk, CFP, CFS,, January 8, 2009
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • January 16, 2009

25. Co-Fiduciary or Fiduciary Role - is There a Writing Requirement?

    By Guest davsun, January 7, 2009
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • January 8, 2009

26. Safe Harbor, Forfeitures and Top Heavy

    By PMC, January 7, 2009
    • 1 reply
    • 1.4k views
    • 
    • BG5150
    • January 7, 2009

27. Safe Harbor 401(k) with 3% Non-elective (not a Maybe)

    By msmith, January 7, 2009
    • 10 replies
    • 2.2k views
    • 
    • rcline46
    • January 8, 2009

28. Excess Deferral... or not

    By Guest ccl, January 7, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 9, 2009

29. Safe Harbor amend to exclude HCE

    By Guest Peggy806, January 7, 2009
    • 1 reply
    • 2.1k views
    • 
    • Kevin C
    • January 8, 2009

30. Foreign Miscellaneous Government Entity

    By SRP, January 7, 2009
    • 0 replies
    • 1k views
    • 
    • SRP
    • January 7, 2009

31. New Cycle C Address? (Help!)

    By ERISAatty, January 6, 2009
    • 2 replies
    • 997 views
    • 
    • david rigby
    • January 7, 2009

32. Broker v. TPA

    By Guest Quacka, January 6, 2009
    • 3 replies
    • 3.3k views
    • 
    • K2retire
    • January 7, 2009

33. Suspensions of 401(k) Match

    By Demosthenes, January 6, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • January 7, 2009

34. 401(k) SHNEC w/ Discretionary Match

    By Guest notapensiongeek, January 5, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 6, 2009

35. 2008 ADP TEST

    By Guest Big Al, January 5, 2009
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • January 21, 2009

36. 401(k) SH, short plan year, 415 limit

    By wvbeachgirl, January 5, 2009
    • 5 replies
    • 10.4k views
    • 
    • Kevin C
    • January 5, 2009

37. HCE or not

    By Guest Pat Metallic, January 5, 2009
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • January 5, 2009

38. 402g Refunds for 2008

    By Guest robwgriff, January 3, 2009
    • 1 reply
    • 1.5k views
    • 
    • blue
    • January 3, 2009

39. Failed coverage test for numerous years

    By Guest SWH, January 2, 2009
    • 11 replies
    • 1.8k views
    • 
    • Guest
    • January 26, 2009

40. EGTRRA Amendment timelines

    By Guest money40, December 31, 2008
    • 4 replies
    • 1.5k views
    • 
    • Peanut Butter Man
    • January 14, 2009

41. Where can I find teh preambles to the regs

    By BG5150, December 31, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 12, 2009

42. 401(k) Safe Harbor

    By Medusa, December 31, 2008
    • 2 replies
    • 1.2k views
    • 
    • Medusa
    • December 31, 2008

43. Form 5330

    By Guest IluvNewComp, December 30, 2008
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • December 30, 2008

44. Recordkeeper shortcoming?

    By Guest caseyb, December 30, 2008
    • 3 replies
    • 1.7k views
    • 
    • hr for me
    • January 5, 2009

45. after tax deferrals:

    By Lori H, December 30, 2008
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • December 30, 2008

46. HCE made deferrals, had NO Compensation

    By Alex Daisy, December 30, 2008
    • 15 replies
    • 3.3k views
    • 
    • K2retire
    • January 6, 2009

47. Suspending or Amending to remove Safe Harbor

    By Guest Twinky, December 29, 2008
    • 6 replies
    • 6.1k views
    • 
    • Guest
    • January 14, 2009

48. disallowing deferrals on bonus payments

    By Guest Dash02, December 26, 2008
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • December 26, 2008

49. Defined Contribution Plan

    By Guest GoneToSoon, December 26, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • December 26, 2008

50. Catch Up Contributions & Avg Benefit % Test

    By flosfur, December 24, 2008
    • 5 replies
    • 2.4k views
    • 
    • MWeddell
    • January 22, 2009