401(k) Plans

19,276 topics in this forum

1. Buy back - restoration

   By PMC, December 4, 2008
   • 8 replies
   • 1.5k views
   • 
   • BG5150
   • December 8, 2008

2. 401k for passthrough LLC

   By Guest markol, December 4, 2008
   • 12 replies
   • 5.1k views
   • 
   • QDROphile
   • December 5, 2008

3. Reimbursement for errant contribution

   By SRP, December 4, 2008
   • 1 reply
   • 1k views
   • 
   • Peter Gulia
   • December 4, 2008

4. 3% Safe Harbor with 7% Profit Sharing Contributuion

   By Alex Daisy, December 3, 2008
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • December 3, 2008

5. Solo-K for SE Income

   By SMB, December 3, 2008
   • 3 replies
   • 1.1k views
   • 
   • SMB
   • December 9, 2008

6. Top Heavy

   By Guest durktracy, December 3, 2008
   • 1 reply
   • 985 views
   • 
   • Lou S.
   • December 3, 2008

7. Top-Heavy Clarification

   By Guest andmik, December 3, 2008
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • December 5, 2008

8. 401k along with pure p/s plan

   By Guest lip, December 3, 2008
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • December 3, 2008

9. Different SHNE amounts for different NHCEs

   By Gadgetfreak, December 3, 2008
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • December 3, 2008

10. Matching with company stock

    By Guest DBS1, December 2, 2008
    • 2 replies
    • 938 views
    • 
    • Guest
    • December 9, 2008

11. SH Match - calling all, especially Tom Poje

    By Blinky the 3-eyed Fish, December 2, 2008
    • 13 replies
    • 2.7k views
    • 
    • K2retire
    • December 25, 2008

12. Compensation used in Top Paid Group

    By RPP2001, December 2, 2008
    • 1 reply
    • 898 views
    • 
    • Blinky the 3-eyed Fish
    • December 2, 2008

13. QDIA notices--sent to whom?

    By BG5150, December 2, 2008
    • 3 replies
    • 5.5k views
    • 
    • Kevin C
    • December 1, 2009

14. HCE determination for new business

    By Guest MPLipp, December 1, 2008
    • 3 replies
    • 1.2k views
    • 
    • buckaroo
    • December 3, 2008

15. Fees to plan

    By Guest jimmybeau, December 1, 2008
    • 14 replies
    • 2.5k views
    • 
    • J Simmons
    • December 2, 2008

16. Multiple Employer Plan ? ?

    By Guest naveen, December 1, 2008
    • 2 replies
    • 1.2k views
    • 
    • J Simmons
    • December 1, 2008

17. Sole prop profit sharing plan

    By jkdoll2, November 26, 2008
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • November 26, 2008

18. Auto Enroll Annual Notice

    By DTH, November 26, 2008
    • 0 replies
    • 975 views
    • 
    • DTH
    • November 26, 2008

19. Overpayment and 1099 Coding Question

    By 401king, November 25, 2008
    • 20 replies
    • 10k views
    • 
    • Guest
    • December 4, 2008

20. 401k Rollover to IRA(s)

    By Guest PeteC, November 25, 2008
    • 0 replies
    • 936 views
    • 
    • Guest
    • November 25, 2008

21. Rule of Parity

    By IRA, November 25, 2008
    • 6 replies
    • 3.8k views
    • 
    • IRA
    • December 10, 2008

22. Deducting Fees from 401ks related to financial plans

    By Guest EricWings, November 24, 2008
    • 1 reply
    • 962 views
    • 
    • Peter Gulia
    • November 24, 2008

23. ADP/ACP testing, our economy, and gap earings for post 2007

    By buckaroo, November 24, 2008
    • 6 replies
    • 3.1k views
    • 
    • fiona1
    • December 4, 2008

24. Asset Based TPA Funds / Return to Plan (How?)

    By BeanCounterBlues, November 24, 2008
    • 4 replies
    • 1.3k views
    • 
    • WDIK
    • November 24, 2008

25. OMIT

    By BeanCounterBlues, November 24, 2008
    • 0 replies
    • 919 views
    • 
    • BeanCounterBlues
    • November 24, 2008

26. Designated Roth Contribuitons

    By Guest Lori J, November 21, 2008
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • November 21, 2008

27. late safe harbor notice

    By Tom Poje, November 21, 2008
    • 15 replies
    • 5.3k views
    • 
    • Kevin C
    • November 26, 2008

28. Employer match in Safe Harbor 401k

    By Lori H, November 21, 2008
    • 11 replies
    • 2.8k views
    • 
    • Tom Poje
    • December 3, 2008

29. Money Purchase Contribution

    By Alex Daisy, November 20, 2008
    • 10 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2008

30. ASPPA Test Question

    By Guest JeffC, November 20, 2008
    • 20 replies
    • 9.1k views
    • 
    • david rigby
    • November 24, 2008

31. Compensation and the ABT

    By buckaroo, November 20, 2008
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 21, 2008

32. 401k elective deferral limits

    By Gary, November 19, 2008
    • 15 replies
    • 2.8k views
    • 
    • masteff
    • November 20, 2008

33. Eligible in 2 plans, defers max in both

    By John Feldt ERPA CPC QPA, November 19, 2008
    • 12 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • November 21, 2008

34. Roth Loan Deemed Distributed - Penalty Tax?

    By Guest jimmybeau, November 19, 2008
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • November 19, 2008

35. Takeover Plan Issue

    By chris, November 19, 2008
    • 3 replies
    • 1.1k views
    • 
    • chris
    • November 19, 2008

36. Plan Conversion - Stable Value Fund Locked

    By Guest mfitzgerald, November 17, 2008
    • 2 replies
    • 1.5k views
    • 
    • Disco Stu
    • November 18, 2008

37. One to one correction method

    By Guest TM3069, November 13, 2008
    • 1 reply
    • 1.5k views
    • 
    • fiona1
    • November 13, 2008

38. Annual additions

    By Guest bdm_7458, November 13, 2008
    • 12 replies
    • 2.6k views
    • 
    • austin3515
    • November 15, 2008

39. Amend, then Restate

    By DP, November 13, 2008
    • 2 replies
    • 973 views
    • 
    • Blinky the 3-eyed Fish
    • November 14, 2008

40. Protection of plan assets

    By doombuggy, November 13, 2008
    • 23 replies
    • 2.6k views
    • 
    • K2retire
    • November 15, 2008

41. Safe Harbor to QACA

    By PMC, November 13, 2008
    • 6 replies
    • 6.5k views
    • 
    • Tom Poje
    • November 19, 2008

42. Maybe SH Notice

    By austin3515, November 13, 2008
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • November 13, 2008

43. HCE using top paid group

    By cdavis25, November 12, 2008
    • 6 replies
    • 2.2k views
    • 
    • Mike Preston
    • November 13, 2008

44. LLC adopts a 401k plan

    By Santo Gold, November 12, 2008
    • 4 replies
    • 1.7k views
    • 
    • WDIK
    • November 13, 2008

45. Missed Eligible 401(k) Participant - Help!

    By Jilliandiz, November 11, 2008
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 11, 2008

46. Catch up contributions and negative compensation

    By Pixie, November 10, 2008
    • 1 reply
    • 1.3k views
    • 
    • PensionPro
    • November 10, 2008

47. Plan amendment for name change of plan sponsor?

    By t.haley, November 10, 2008
    • 5 replies
    • 4.4k views
    • 
    • t.haley
    • November 10, 2008

48. RMD Relief?

    By austin3515, November 10, 2008
    • 3 replies
    • 1.8k views
    • 
    • Appleby
    • November 13, 2008

49. Safe Harbor "Maybe" Notice

    By Alex Daisy, November 7, 2008
    • 12 replies
    • 10.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 17, 2008

50. Latest date to add a 401(k) Feature to a profit sharing plan

    By Guest DCquestioner, November 7, 2008
    • 5 replies
    • 2k views
    • 
    • Guest
    • November 10, 2008