401(k) Plans

19,365 topics in this forum

1. Safe Harbor Match Formula

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

2. Failed ADP Test and Matching on Catch-ups

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

3. Document Provisions.

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

4. From 401(k) to One Person Plan

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

5. Matching contribution formula

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

6. Excess Contributions - Roth with Loss

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

7. Non Discrimination, Excess Deferrals and Catch ups.

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

8. Can We Amend?

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

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

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

10. Safe Harbor 401(k) - Termination Questions

    By waid10, January 22, 2009
    • 11 replies
    • 11.5k views
    • 
    • Lou S.
    • February 3, 2009

11. Opt-Out Notice...Huh?

    By Guest dhall, February 2, 2009
    • 7 replies
    • 1.4k views
    • 
    • Kevin C
    • February 3, 2009

12. 401(k) & match comp dont seem to correlate

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

13. Excess Deferral or Catch-up Contribution

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

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

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

15. New plan after plan termination

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

16. Holding Account

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

17. Ceasing SH NEC

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

18. 2008 corrective Distributions

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

19. Targeted QNEC's for 2008 Failed ADP Test

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

20. ACP Test and Match over plan limit

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

21. SHNE failed ACP Test

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

22. Spousal rollover of loan due to death distribution

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

23. non profit 401(k)

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

24. 415 Limits and Controlled Groups

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

25. Blackout Notice not delivered timely

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

26. 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

27. Cross testing - ineligible

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

28. Employer Match - Last Day Rule

    By Alex Daisy, January 21, 2009
    • 10 replies
    • 3.5k views
    • 
    • PLAN MAN
    • January 27, 2009

29. Cycle C Deadline

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

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

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

31. Safe Harbor and the Top Heavy free pass

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

32. What happens if not covered by ERISA bond?

    By BG5150, January 16, 2009
    • 14 replies
    • 21.7k views
    • 
    • Lori H
    • January 27, 2009

33. We have both 401K & 403B

    By Guest AHECofaguy, January 26, 2009
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • January 27, 2009

34. "Compensation" excludes bonuses

    By Guest Mr. Kite, January 26, 2009
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • January 27, 2009

35. Failed coverage test for numerous years

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

36. Auto Enrollment with annual 1% increases

    By Guest M. Martin, January 22, 2009
    • 6 replies
    • 2.6k views
    • 
    • J Simmons
    • January 24, 2009

37. Disability Payments as W2 Compensation

    By Guest SWH, January 22, 2009
    • 5 replies
    • 2.7k views
    • 
    • QDROphile
    • January 23, 2009

38. Calculating Maximum Deductible for Partnership

    By Guest retirementadm, January 22, 2009
    • 1 reply
    • 1.3k views
    • 
    • SheilaD
    • January 22, 2009

39. Catch Up Contributions & Avg Benefit % Test

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

40. 2008 ADP TEST

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

41. Short Plan Year

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

42. 401(k) Deferral on Net or Gross Compensation?

    By Alex Daisy, January 15, 2009
    • 3 replies
    • 3.4k views
    • 
    • 401king
    • January 21, 2009

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

    By Guest m.n.ouellette, January 15, 2009
    • 17 replies
    • 4.1k views
    • 
    • BG5150
    • January 21, 2009

44. Safe Harbor 401(k) with New Comparability feature

    By Guest EPS2, January 21, 2009
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 21, 2009

45. EPCRS and Matching Contributions

    By Guest ccl, January 20, 2009
    • 1 reply
    • 1.1k views
    • 
    • jpod
    • January 20, 2009

46. Processed Deferrals Early.

    By Below Ground, January 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • Below Ground
    • January 20, 2009

47. Excess Deferral Correction

    By Alex Daisy, January 16, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 18, 2009

48. Automatic enrollment guide from DOL and IRS

    By Tom Poje, January 16, 2009
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • January 17, 2009

49. Correction to failed 414s

    By pixmax, January 14, 2009
    • 9 replies
    • 12.1k views
    • 
    • Guest
    • January 16, 2009

50. 2009 Waived MRDs

    By DTH, January 16, 2009
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • January 16, 2009