401(k) Plans

19,451 topics in this forum

1. HCE Determination after a Stock Sale

   By Scott, March 6, 2009
   • 2 replies
   • 2.3k views
   • 
   • austin3515
   • March 8, 2009

2. Compensation and 1099 Dividends

   By Lori H, March 6, 2009
   • 4 replies
   • 1.6k views
   • 
   • TPA Bob
   • March 7, 2009

3. Eligibility for 1/2 yaer and employer PS contribution.

   By Guest IPS, March 5, 2009
   • 15 replies
   • 1.7k views
   • 
   • BG5150
   • March 6, 2009

4. Removing safe harbor match mid-year

   By Guest IU1994, February 11, 2009
   • 10 replies
   • 3.9k views
   • 
   • R. Butler
   • March 6, 2009

5. Who should create the 1099?

   By fiona1, March 6, 2009
   • 2 replies
   • 1.6k views
   • 
   • Bird
   • March 6, 2009

6. ADP Refunds w/o Trust Accounting

   By Guest Golden401k, March 5, 2009
   • 2 replies
   • 1.4k views
   • 
   • Bird
   • March 6, 2009

7. Earnings on ADP refund

   By BG5150, March 5, 2009
   • 2 replies
   • 1.8k views
   • 
   • Tom Poje
   • March 6, 2009

8. Back to Shifting

   By buckaroo, September 17, 2008
   • 11 replies
   • 2.7k views
   • 
   • Tom Poje
   • March 6, 2009

9. How to treat acquired employees?

   By justatester, March 5, 2009
   • 1 reply
   • 1.2k views
   • 
   • J Simmons
   • March 5, 2009

10. Overpayment from 401(k) plan

    By Guest sheTexasHammer, March 4, 2009
    • 5 replies
    • 4.8k views
    • 
    • QDROphile
    • March 5, 2009

11. restructuring for ADP Testing.

    By Lori H, March 4, 2009
    • 9 replies
    • 2.3k views
    • 
    • austin3515
    • March 5, 2009

12. Failure to allow eligibles to enroll

    By Guest rush2112, March 3, 2009
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • March 5, 2009

13. Plan to Plan transfers

    By Guest soccermom, March 5, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 5, 2009

14. Union and Non-Union

    By fiona1, February 24, 2009
    • 3 replies
    • 2.1k views
    • 
    • Kevin C
    • March 5, 2009

15. 401(k) Brokers

    By Guest samc6782, March 4, 2009
    • 5 replies
    • 4.7k views
    • 
    • Bird
    • March 5, 2009

16. top heavy 401(k) Plan

    By Chippy, March 2, 2009
    • 8 replies
    • 1.9k views
    • 
    • Chippy
    • March 4, 2009

17. ADP, Catch-Up and Refund

    By imchipbrown, February 27, 2009
    • 14 replies
    • 2.8k views
    • 
    • imchipbrown
    • March 3, 2009

18. Overlapping Controlled Groups

    By justatester, March 2, 2009
    • 6 replies
    • 3.6k views
    • 
    • justatester
    • March 3, 2009

19. Failure to Contribute in Multiple Employer Plan

    By Guest Thomas2006, March 3, 2009
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 3, 2009

20. QNECs, 401a4 & TH

    By zimbo, February 27, 2009
    • 6 replies
    • 2.9k views
    • 
    • K2retire
    • March 3, 2009

21. SIPC coverage

    By Guest Benmark, March 2, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 2, 2009

22. unallocated employer contribution

    By k man, February 25, 2009
    • 14 replies
    • 6.8k views
    • 
    • Guest
    • March 2, 2009

23. Preventing 415 Failure w/ 401K Plan

    By Guest Golden401k, February 27, 2009
    • 4 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 2, 2009

24. Corrective ADP distributions

    By Guest Joyce Perez, February 17, 2009
    • 9 replies
    • 2.5k views
    • 
    • Earl
    • March 1, 2009

25. Form 5500EZ line 10b

    By Guest naveen, February 28, 2009
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • February 28, 2009

26. Certain Terminated Employee

    By fiona1, February 24, 2009
    • 1 reply
    • 2.4k views
    • 
    • J Simmons
    • February 28, 2009

27. first Roth Distribution

    By Jim Chad, February 23, 2009
    • 1 reply
    • 895 views
    • 
    • J Simmons
    • February 28, 2009

28. matching contribution last day of plan year retroactive decision

    By Guest sheTexasHammer, February 27, 2009
    • 3 replies
    • 1.2k views
    • 
    • Below Ground
    • February 28, 2009

29. Want to double check sole proprietor calc

    By Jim Chad, February 26, 2009
    • 2 replies
    • 1.4k views
    • 
    • imchipbrown
    • February 27, 2009

30. Corrections to HCE Give-backs

    By Cynchbeast, February 26, 2009
    • 9 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 27, 2009

31. Fiduciary

    By Guest meeh3704, February 26, 2009
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • February 26, 2009

32. controlled group question

    By K2retire, February 26, 2009
    • 2 replies
    • 976 views
    • 
    • K2retire
    • February 26, 2009

33. PS to 401(k) Safe Harbor-Mid Year Question

    By BTH, February 25, 2009
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • February 26, 2009

34. Guaranteed Payments to Partners in an LLC

    By Guest DCquestioner, February 13, 2009
    • 6 replies
    • 9.7k views
    • 
    • BeckyMiller
    • February 25, 2009

35. Parital Plan Terminations

    By jkdoll2, February 24, 2009
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 25, 2009

36. Partnership 401(k) + Discretionary Contribution

    By Guest johnpetrancosta, February 23, 2009
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • February 24, 2009

37. Plan Having Trouble with 414(s) Compensation Test

    By rocknrolls2, February 24, 2009
    • 5 replies
    • 3.5k views
    • 
    • John Feldt ERPA CPC QPA
    • February 24, 2009

38. Deferrals Not Calculated Correctly

    By Guest DCquestioner, February 23, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 24, 2009

39. Covered vs Non Covered Employment

    By justatester, February 23, 2009
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 24, 2009

40. Late deposits on match made each payroll

    By Guest Peggy806, February 18, 2009
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • February 23, 2009

41. coordination of deferral limits in different plans

    By Craig Garner, February 23, 2009
    • 2 replies
    • 2.5k views
    • 
    • Kevin C
    • February 23, 2009

42. Final regs - automatic enrollment

    By Tom Poje, February 23, 2009
    • 0 replies
    • 1.1k views
    • 
    • Tom Poje
    • February 23, 2009

43. Excess Deferrals for 2007

    By Janice F, February 19, 2009
    • 2 replies
    • 1.4k views
    • 
    • Janice F
    • February 23, 2009

44. PS-Deferrals-Catchup in 2 plans

    By Cynchbeast, February 20, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 21, 2009

45. Wet Signature vs. faxed or copy

    By FundeK, February 20, 2009
    • 9 replies
    • 7k views
    • 
    • Guest
    • February 21, 2009

46. Cross Testing & Failing ADP Test & Otherwise Excludable

    By Guest SuzieQNEC, July 2, 2008
    • 6 replies
    • 3.4k views
    • 
    • Tom Poje
    • February 20, 2009

47. What to do with gain from recordkeeping erorrs?

    By Guest GMedley, May 11, 2001
    • 7 replies
    • 2.8k views
    • 
    • Kevin C
    • February 20, 2009

48. Shifting - Prior year testing

    By rcline46, February 19, 2009
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • February 20, 2009

49. Do all states recognize 401(k) contributions?

    By Sully, February 18, 2009
    • 5 replies
    • 3k views
    • 
    • Sully
    • February 19, 2009

50. Pre-ERISA MPPP with 401k Feature

    By J Simmons, February 14, 2009
    • 1 reply
    • 1.7k views
    • 
    • Kevin C
    • February 19, 2009