401(k) Plans

19,384 topics in this forum

1. deferrals made, but not allowed in document!

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

2. 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

3. HCE Limit

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

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

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

5. HCE Status

   By Medusa, March 17, 2009
   • 1 reply
   • 1.6k views
   • 
   • SheilaD
   • March 18, 2009

6. Top Heavy Minimums - DC Plan

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

7. Deceased Participant no beneficiary

   By MBCarey, March 17, 2009
   • 4 replies
   • 2.7k views
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   • J Simmons
   • March 17, 2009

8. ADP/ACP Test

   By Guest Jason37, March 15, 2009
   • 13 replies
   • 8.6k views
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   • Below Ground
   • March 17, 2009

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

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

10. flowchart or checklist for late deferrals?

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

11. Discretionary Contributions

    By Guest ccl, March 15, 2009
    • 2 replies
    • 2.5k views
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    • Bird
    • March 16, 2009

12. Excruciating Minutiae

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

13. 401(k) deposit different than W-2

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

14. Forfeiture allocation timing

    By Guest EPS2, March 13, 2009
    • 1 reply
    • 1.7k views
    • 
    • Jim Chad
    • March 13, 2009

15. Amending Safe Harbor Plan

    By Shannon, December 16, 2008
    • 2 replies
    • 2k views
    • 
    • K2retire
    • March 13, 2009

16. Safe Harbor Implementation

    By Guest LonePlanAdministrator, March 12, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 12, 2009

17. 3% Safe Harbor

    By mariemonroe, March 9, 2009
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 12, 2009

18. Prototype -11(g) Amendment

    By austin3515, March 10, 2009
    • 6 replies
    • 1.8k views
    • 
    • jpod
    • March 12, 2009

19. Top Paid Group

    By CJS07, March 12, 2009
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 12, 2009

20. Employee

    By cdavis25, March 12, 2009
    • 1 reply
    • 972 views
    • 
    • david rigby
    • March 12, 2009

21. 414s Comp and ADP/ACP Tests

    By zimbo, March 9, 2009
    • 1 reply
    • 2.1k views
    • 
    • MWeddell
    • March 12, 2009

22. Control Group Issue

    By pixmax, March 11, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 11, 2009

23. 401k Plan / Child Hire

    By BeanCounterBlues, March 10, 2009
    • 6 replies
    • 2.5k views
    • 
    • Jim Chad
    • March 11, 2009

24. Voting employer stock

    By Guest krijowri, March 5, 2009
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • March 11, 2009

25. Removal of One Fund/Xfer Balance to Another Fund

    By Bruddah Kimo, March 9, 2009
    • 2 replies
    • 1.1k views
    • 
    • Bruddah Kimo
    • March 10, 2009

26. Coverage failure

    By Guest Bearlee, March 10, 2009
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 10, 2009

27. W-2 and S Corp Income

    By Alex Daisy, March 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • March 10, 2009

28. Multiple ER now a Controlled Group

    By fiona1, March 9, 2009
    • 1 reply
    • 908 views
    • 
    • Jim Chad
    • March 9, 2009

29. Safe Harbor Plan

    By Guest Sieve, March 5, 2009
    • 22 replies
    • 2.9k views
    • 
    • Guest
    • March 9, 2009

30. W-2 and S Corp Income

    By Alex Daisy, March 9, 2009
    • 2 replies
    • 1.1k views
    • 
    • Belgarath
    • March 9, 2009

31. EAch person in won group Is permitted disparity possible?

    By Jim Chad, March 5, 2009
    • 10 replies
    • 1.4k views
    • 
    • austin3515
    • March 9, 2009

32. Administrative Error - Excess Withholdings

    By 401king, March 9, 2009
    • 7 replies
    • 1.6k views
    • 
    • 401king
    • March 9, 2009

33. Employer sent in $15,500 and CPA did not run it through payroll

    By Jim Chad, March 6, 2009
    • 7 replies
    • 1.3k views
    • 
    • K2retire
    • March 8, 2009

34. HCE Determination after a Stock Sale

    By Scott, March 6, 2009
    • 2 replies
    • 2.2k views
    • 
    • austin3515
    • March 8, 2009

35. Compensation and 1099 Dividends

    By Lori H, March 6, 2009
    • 4 replies
    • 1.5k views
    • 
    • TPA Bob
    • March 7, 2009

36. Eligibility for 1/2 yaer and employer PS contribution.

    By Guest IPS, March 5, 2009
    • 15 replies
    • 1.6k views
    • 
    • BG5150
    • March 6, 2009

37. Removing safe harbor match mid-year

    By Guest IU1994, February 11, 2009
    • 10 replies
    • 3.8k views
    • 
    • R. Butler
    • March 6, 2009

38. Who should create the 1099?

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

39. ADP Refunds w/o Trust Accounting

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

40. Earnings on ADP refund

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

41. Back to Shifting

    By buckaroo, September 17, 2008
    • 11 replies
    • 2.5k views
    • 
    • Tom Poje
    • March 6, 2009

42. How to treat acquired employees?

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

43. Overpayment from 401(k) plan

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

44. restructuring for ADP Testing.

    By Lori H, March 4, 2009
    • 9 replies
    • 2.2k views
    • 
    • austin3515
    • March 5, 2009

45. Failure to allow eligibles to enroll

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

46. Plan to Plan transfers

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

47. Union and Non-Union

    By fiona1, February 24, 2009
    • 3 replies
    • 2k views
    • 
    • Kevin C
    • March 5, 2009

48. 401(k) Brokers

    By Guest samc6782, March 4, 2009
    • 5 replies
    • 4.5k views
    • 
    • Bird
    • March 5, 2009

49. top heavy 401(k) Plan

    By Chippy, March 2, 2009
    • 8 replies
    • 1.9k views
    • 
    • Chippy
    • March 4, 2009

50. ADP, Catch-Up and Refund

    By imchipbrown, February 27, 2009
    • 14 replies
    • 2.6k views
    • 
    • imchipbrown
    • March 3, 2009