401(k) Plans

19,384 topics in this forum

1. Suspend Auto-Increase for Deferrals

   By Guest AEA, February 12, 2009
   • 0 replies
   • 957 views
   • 
   • Guest
   • February 12, 2009

2. excluded HCEs

   By K2retire, February 11, 2009
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • February 12, 2009

3. 401k forfeiture accounts

   By Guest Eric401k, February 12, 2009
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • February 12, 2009

4. Excess Contribution Refund Deadline 2009

   By Guest Lee68, February 11, 2009
   • 1 reply
   • 1.4k views
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   • WDIK
   • February 11, 2009

5. Overpayment due to ADP Excess Failure

   By PMC, February 11, 2009
   • 0 replies
   • 1.2k views
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   • PMC
   • February 11, 2009

6. Employee?

   By Guest padmin, February 11, 2009
   • 4 replies
   • 1.1k views
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   • Guest
   • February 11, 2009

7. Relius ASP question

   By Guest stevena1, February 11, 2009
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • February 11, 2009

8. Want to amend retroactively to ad Occtober 1 entry

   By Jim Chad, February 11, 2009
   • 3 replies
   • 1k views
   • 
   • Jim Chad
   • February 11, 2009

9. New S/H 401(k) Plan

   By Dougsbpc, February 10, 2009
   • 4 replies
   • 1.3k views
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   • Tom Poje
   • February 11, 2009

10. irs 2518 disclaimer

    By Guest jgchess, February 9, 2009
    • 4 replies
    • 2.3k views
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    • J Simmons
    • February 11, 2009

11. 401(k) Default Funds

    By Guest stevena1, February 6, 2009
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • February 11, 2009

12. Are AFLAC Payments Includable in Compensation

    By ERISA1, February 10, 2009
    • 2 replies
    • 1.4k views
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    • GBurns
    • February 10, 2009

13. ADP/ACP Test Shifting Question

    By Lou S., February 10, 2009
    • 3 replies
    • 3k views
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    • Below Ground
    • February 10, 2009

14. Change in Control.

    By Alex Daisy, February 9, 2009
    • 1 reply
    • 1.5k views
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    • J Simmons
    • February 9, 2009

15. 415 limit - spin-off

    By Guest Achilles, February 9, 2009
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • February 9, 2009

16. OK to shift a percent or two from the ACP test to help pass the ADP test?

    By Guest jodisam, September 30, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 9, 2009

17. 401k loan for self-employed person

    By Guest donmartin, February 5, 2009
    • 4 replies
    • 1.5k views
    • 
    • K2retire
    • February 7, 2009

18. 401(k) Correction Issue

    By Guest ccl, January 30, 2009
    • 2 replies
    • 1.8k views
    • 
    • PAL
    • February 6, 2009

19. 415 Excess

    By justatester, February 4, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 6, 2009

20. Safe Harbor Match Formula

    By WesleyT, February 6, 2009
    • 3 replies
    • 3.8k views
    • 
    • Kevin C
    • February 6, 2009

21. Failed ADP Test and Matching on Catch-ups

    By Guest Golden401k, February 4, 2009
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 6, 2009

22. Document Provisions.

    By Guest Kevin1, February 3, 2009
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 5, 2009

23. From 401(k) to One Person Plan

    By Guest Twinky, January 29, 2009
    • 11 replies
    • 1.9k views
    • 
    • Guest
    • February 5, 2009

24. Matching contribution formula

    By k man, February 5, 2009
    • 5 replies
    • 1.4k views
    • 
    • Lou S.
    • February 5, 2009

25. Excess Contributions - Roth with Loss

    By Lou S., February 5, 2009
    • 2 replies
    • 1.5k views
    • 
    • K2retire
    • February 5, 2009

26. Non Discrimination, Excess Deferrals and Catch ups.

    By Lori H, February 4, 2009
    • 2 replies
    • 1.1k views
    • 
    • Kevin C
    • February 4, 2009

27. Can We Amend?

    By Guest 1881, February 3, 2009
    • 4 replies
    • 1.2k views
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    • MWeddell
    • February 4, 2009

28. KYC Requirements for high volume small 401(k) Plans

    By Guest bankcompliancemanager, January 30, 2009
    • 8 replies
    • 5.3k views
    • 
    • Guest
    • February 4, 2009

29. Safe Harbor 401(k) - Termination Questions

    By waid10, January 22, 2009
    • 11 replies
    • 11.6k views
    • 
    • Lou S.
    • February 3, 2009

30. Opt-Out Notice...Huh?

    By Guest dhall, February 2, 2009
    • 7 replies
    • 1.5k views
    • 
    • Kevin C
    • February 3, 2009

31. 401(k) & match comp dont seem to correlate

    By Guest SuzieQNEC, February 2, 2009
    • 2 replies
    • 1.3k views
    • 
    • BG5150
    • February 3, 2009

32. Excess Deferral or Catch-up Contribution

    By rocknrolls2, February 2, 2009
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • February 3, 2009

33. Excess contribution has been rolled over - now what?

    By Guest WashThisCar, February 2, 2009
    • 1 reply
    • 1.1k views
    • 
    • rocknrolls2
    • February 2, 2009

34. New plan after plan termination

    By Guest Achilles, July 29, 2008
    • 8 replies
    • 3.6k views
    • 
    • Guest
    • February 2, 2009

35. Holding Account

    By Guest johnberube, January 30, 2009
    • 4 replies
    • 2.9k views
    • 
    • rcline46
    • February 2, 2009

36. Ceasing SH NEC

    By Guest Sieve, October 14, 2008
    • 17 replies
    • 3.3k views
    • 
    • WDIK
    • February 2, 2009

37. 2008 corrective Distributions

    By Guest Butterfly, January 26, 2009
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • February 2, 2009

38. Targeted QNEC's for 2008 Failed ADP Test

    By msmith, January 30, 2009
    • 2 replies
    • 2.1k views
    • 
    • MWeddell
    • February 2, 2009

39. ACP Test and Match over plan limit

    By Guest george821, January 29, 2009
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 1, 2009

40. SHNE failed ACP Test

    By pixmax, January 30, 2009
    • 2 replies
    • 1.6k views
    • 
    • Jim Chad
    • January 31, 2009

41. Spousal rollover of loan due to death distribution

    By FundeK, January 30, 2009
    • 6 replies
    • 2.9k views
    • 
    • Kevin C
    • January 30, 2009

42. non profit 401(k)

    By Lori H, January 27, 2009
    • 22 replies
    • 3.4k views
    • 
    • Guest
    • January 30, 2009

43. 415 Limits and Controlled Groups

    By Alex Daisy, January 23, 2009
    • 5 replies
    • 4.1k views
    • 
    • BeckyMiller
    • January 29, 2009

44. Blackout Notice not delivered timely

    By Guest Twinky, January 24, 2009
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • January 29, 2009

45. Calculate an EBRA for a participant over Plan's Normal Retirement Age

    By Alex Daisy, January 26, 2009
    • 8 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 29, 2009

46. Cross testing - ineligible

    By pixmax, January 27, 2009
    • 4 replies
    • 1.3k views
    • 
    • BG5150
    • January 28, 2009

47. Employer Match - Last Day Rule

    By Alex Daisy, January 21, 2009
    • 10 replies
    • 3.6k views
    • 
    • PLAN MAN
    • January 27, 2009

48. Cycle C Deadline

    By IRA, January 27, 2009
    • 2 replies
    • 1k views
    • 
    • IRA
    • January 27, 2009

49. DOL Participant Disclosure Regs on Hold - What to do?

    By Guest pensionadmin, January 27, 2009
    • 1 reply
    • 936 views
    • 
    • John Feldt ERPA CPC QPA
    • January 27, 2009

50. Safe Harbor and the Top Heavy free pass

    By Guest EPS2, January 24, 2009
    • 11 replies
    • 2.6k views
    • 
    • Kevin C
    • January 27, 2009