401(k) Plans

19,451 topics in this forum

1. Loss on excess contribution refund

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

2. Allocation of Forfeitures

   By anspai, March 26, 2009
   • 7 replies
   • 3.8k views
   • 
   • BG5150
   • March 27, 2009

3. Changing Contributions in a Money Purchase

   By Guest Retirementadmin012, March 26, 2009
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • March 27, 2009

4. ineligible deferral/safe harbor match

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

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

   By rocknrolls2, January 29, 2009
   • 14 replies
   • 8.8k views
   • 
   • BG5150
   • March 26, 2009

6. Roth Taxation

   By austin3515, March 25, 2009
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • March 26, 2009

7. 72(p) Cure Period After Leave of Absence

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

8. Question About Who Can Be A Trustee

   By Guest Grumpy456, March 23, 2009
   • 11 replies
   • 2.3k views
   • 
   • Peter Gulia
   • March 26, 2009

9. 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

10. Life Insurance Payout and Top Heavy Test

    By emmetttrudy, March 25, 2009
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • March 25, 2009

11. Suspend safe harbor/significant event rules

    By Guest Peggy806, March 25, 2009
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • March 25, 2009

12. 402g excess deferrals with Losses

    By zimbo, March 22, 2009
    • 3 replies
    • 2.9k views
    • 
    • Tom Poje
    • March 25, 2009

13. Nondiscrimination testing - disaggregation

    By Guest Rags, March 19, 2009
    • 7 replies
    • 2.2k views
    • 
    • Tom Poje
    • March 24, 2009

14. Safe Harbor plan language

    By J Simmons, March 23, 2009
    • 6 replies
    • 2.8k views
    • 
    • Kevin C
    • March 24, 2009

15. Exceed 415 and 404 Limits

    By Below Ground, March 20, 2009
    • 3 replies
    • 3.8k views
    • 
    • Below Ground
    • March 23, 2009

16. Controlled Group and ADP/ACP Testing

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

17. ADP Test Refunds

    By PensionPro, March 20, 2009
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • March 20, 2009

18. deferrals made, but not allowed in document!

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

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

    By blue, March 19, 2009
    • 5 replies
    • 1.5k views
    • 
    • Jim Chad
    • March 20, 2009

20. HCE Limit

    By justatester, March 18, 2009
    • 4 replies
    • 1.4k views
    • 
    • justatester
    • March 19, 2009

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

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

22. HCE Status

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

23. Top Heavy Minimums - DC Plan

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

24. Deceased Participant no beneficiary

    By MBCarey, March 17, 2009
    • 4 replies
    • 2.8k views
    • 
    • J Simmons
    • March 17, 2009

25. ADP/ACP Test

    By Guest Jason37, March 15, 2009
    • 13 replies
    • 8.8k views
    • 
    • Below Ground
    • March 17, 2009

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

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

27. flowchart or checklist for late deferrals?

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

28. Discretionary Contributions

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

29. Excruciating Minutiae

    By austin3515, March 12, 2009
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • March 14, 2009

30. 401(k) deposit different than W-2

    By Guest EPS2, March 13, 2009
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • March 13, 2009

31. Forfeiture allocation timing

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

32. Amending Safe Harbor Plan

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

33. Safe Harbor Implementation

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

34. 3% Safe Harbor

    By mariemonroe, March 9, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 12, 2009

35. Prototype -11(g) Amendment

    By austin3515, March 10, 2009
    • 6 replies
    • 1.9k views
    • 
    • jpod
    • March 12, 2009

36. Top Paid Group

    By CJS07, March 12, 2009
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 12, 2009

37. Employee

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

38. 414s Comp and ADP/ACP Tests

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

39. Control Group Issue

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

40. 401k Plan / Child Hire

    By BeanCounterBlues, March 10, 2009
    • 6 replies
    • 2.8k views
    • 
    • Jim Chad
    • March 11, 2009

41. Voting employer stock

    By Guest krijowri, March 5, 2009
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • March 11, 2009

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

    By Bruddah Kimo, March 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • Bruddah Kimo
    • March 10, 2009

43. Coverage failure

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

44. W-2 and S Corp Income

    By Alex Daisy, March 9, 2009
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • March 10, 2009

45. Multiple ER now a Controlled Group

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

46. Safe Harbor Plan

    By Guest Sieve, March 5, 2009
    • 22 replies
    • 3k views
    • 
    • Guest
    • March 9, 2009

47. W-2 and S Corp Income

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

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

    By Jim Chad, March 5, 2009
    • 10 replies
    • 1.5k views
    • 
    • austin3515
    • March 9, 2009

49. Administrative Error - Excess Withholdings

    By 401king, March 9, 2009
    • 7 replies
    • 1.7k views
    • 
    • 401king
    • March 9, 2009

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

    By Jim Chad, March 6, 2009
    • 7 replies
    • 1.4k views
    • 
    • K2retire
    • March 8, 2009