401(k) Plans

19,388 topics in this forum

1. Safe-harbor NEC - redux

   By Lou S., February 12, 2009
   • 1 reply
   • 957 views
   • 
   • Jim Chad
   • February 13, 2009

2. Doesn't seem right

   By Guest WonderWhy, February 12, 2009
   • 3 replies
   • 928 views
   • 
   • david rigby
   • February 12, 2009

3. another excess deferral question

   By TPAnnie, February 5, 2009
   • 17 replies
   • 4k views
   • 
   • Guest
   • February 12, 2009

4. 401k Safe harbor non elective with 1 year wait?

   By perkinsran, February 11, 2009
   • 5 replies
   • 1.8k views
   • 
   • Kevin C
   • February 12, 2009

5. Suspend Auto-Increase for Deferrals

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

6. excluded HCEs

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

7. 401k forfeiture accounts

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

8. Excess Contribution Refund Deadline 2009

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

9. Overpayment due to ADP Excess Failure

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

10. Employee?

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

11. Relius ASP question

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

12. Want to amend retroactively to ad Occtober 1 entry

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

13. New S/H 401(k) Plan

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

14. irs 2518 disclaimer

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

15. 401(k) Default Funds

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

16. Are AFLAC Payments Includable in Compensation

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

17. ADP/ACP Test Shifting Question

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

18. Change in Control.

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

19. 415 limit - spin-off

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

20. 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

21. 401k loan for self-employed person

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

22. 401(k) Correction Issue

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

23. 415 Excess

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

24. Safe Harbor Match Formula

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

25. Failed ADP Test and Matching on Catch-ups

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

26. Document Provisions.

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

27. From 401(k) to One Person Plan

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

28. Matching contribution formula

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

29. Excess Contributions - Roth with Loss

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

30. Non Discrimination, Excess Deferrals and Catch ups.

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

31. Can We Amend?

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

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

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

33. Safe Harbor 401(k) - Termination Questions

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

34. Opt-Out Notice...Huh?

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

35. 401(k) & match comp dont seem to correlate

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

36. Excess Deferral or Catch-up Contribution

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

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

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

38. New plan after plan termination

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

39. Holding Account

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

40. Ceasing SH NEC

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

41. 2008 corrective Distributions

    By Guest Butterfly, January 26, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 2, 2009

42. Targeted QNEC's for 2008 Failed ADP Test

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

43. ACP Test and Match over plan limit

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

44. SHNE failed ACP Test

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

45. Spousal rollover of loan due to death distribution

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

46. non profit 401(k)

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

47. 415 Limits and Controlled Groups

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

48. Blackout Notice not delivered timely

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

49. 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

50. Cross testing - ineligible

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