401(k) Plans

19,321 topics in this forum

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

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

2. 401(k) Deferral on Net or Gross Compensation?

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

3. Short Plan Year

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

4. 401(k) Rollover Question

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

5. Key + safe harbor match

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

6. Compensation for 3% SH Nonelective contribution

   By Guest NPS Darren, January 14, 2009
   • 7 replies
   • 7.6k views
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   • Guest
   • August 30, 2010

7. Lost Beneficiary

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

8. Employer limits HCE contributoins

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

9. Gap Earnings

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

10. Correction to failed 414s

    By pixmax, January 14, 2009
    • 9 replies
    • 12k views
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    • Guest
    • January 16, 2009

11. Compensation

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

12. Compensation Testing

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

13. Loan fees in Amortization Schedule

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

14. 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

15. elapsed time method and ADP testing options

    By DMcGovern, January 9, 2009
    • 3 replies
    • 2.8k views
    • 
    • MWeddell
    • March 22, 2023

16. Same Desk Rule

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

17. March 15th Deadline

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

18. ADP testing

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

19. Suspension of 2008 Safe Harbor 3% Requirement

    By Guest Ted Kowalchuk, CFP, CFS,, January 8, 2009
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • January 16, 2009

20. 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

21. Safe Harbor, Forfeitures and Top Heavy

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

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

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

23. Excess Deferral... or not

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

24. Safe Harbor amend to exclude HCE

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

25. Foreign Miscellaneous Government Entity

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

26. New Cycle C Address? (Help!)

    By ERISAatty, January 6, 2009
    • 2 replies
    • 1k views
    • 
    • david rigby
    • January 7, 2009

27. Broker v. TPA

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

28. Suspensions of 401(k) Match

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

29. 401(k) SHNEC w/ Discretionary Match

    By Guest notapensiongeek, January 5, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 6, 2009

30. 2008 ADP TEST

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

31. 401(k) SH, short plan year, 415 limit

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

32. HCE or not

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

33. 402g Refunds for 2008

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

34. Failed coverage test for numerous years

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

35. EGTRRA Amendment timelines

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

36. Where can I find teh preambles to the regs

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

37. 401(k) Safe Harbor

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

38. Form 5330

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

39. Recordkeeper shortcoming?

    By Guest caseyb, December 30, 2008
    • 3 replies
    • 1.8k views
    • 
    • hr for me
    • January 5, 2009

40. after tax deferrals:

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

41. HCE made deferrals, had NO Compensation

    By Alex Daisy, December 30, 2008
    • 15 replies
    • 3.4k views
    • 
    • K2retire
    • January 6, 2009

42. Suspending or Amending to remove Safe Harbor

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

43. disallowing deferrals on bonus payments

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

44. Defined Contribution Plan

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

45. Catch Up Contributions & Avg Benefit % Test

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

46. Required Minimim Distributions for 2008

    By Alex Daisy, December 24, 2008
    • 1 reply
    • 1.2k views
    • 
    • MSN
    • December 24, 2008

47. Last Day Requirement

    By erinak03, December 22, 2008
    • 2 replies
    • 1.3k views
    • 
    • jpod
    • December 23, 2008

48. Safe Harbor Method Change

    By Guest jimmybeau, December 22, 2008
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • December 22, 2008

49. Safe Harbor - revised for previous year

    By Guest jimmybeau, December 22, 2008
    • 12 replies
    • 1.9k views
    • 
    • Kevin C
    • December 31, 2008

50. Mid Year Suspension of Non-elective Contributions

    By J. Bringhurst, December 19, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 21, 2008