401(k) Plans

19,492 topics in this forum

1. Life Insurance Payout and Top Heavy Test

   By emmetttrudy, March 25, 2009
   • 1 reply
   • 1.6k views
   • 
   • david rigby
   • March 25, 2009

2. Suspend safe harbor/significant event rules

   By Guest Peggy806, March 25, 2009
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • March 25, 2009

3. 402g excess deferrals with Losses

   By zimbo, March 22, 2009
   • 3 replies
   • 3k views
   • 
   • Tom Poje
   • March 25, 2009

4. Nondiscrimination testing - disaggregation

   By Guest Rags, March 19, 2009
   • 7 replies
   • 2.3k views
   • 
   • Tom Poje
   • March 24, 2009

5. Safe Harbor plan language

   By J Simmons, March 23, 2009
   • 6 replies
   • 2.9k views
   • 
   • Kevin C
   • March 24, 2009

6. Exceed 415 and 404 Limits

   By Below Ground, March 20, 2009
   • 3 replies
   • 3.8k views
   • 
   • Below Ground
   • March 23, 2009

7. Controlled Group and ADP/ACP Testing

   By msmith, March 19, 2009
   • 1 reply
   • 1.1k views
   • 
   • austin3515
   • March 22, 2009

8. ADP Test Refunds

   By PensionPro, March 20, 2009
   • 1 reply
   • 1.7k views
   • 
   • QDROphile
   • March 20, 2009

9. deferrals made, but not allowed in document!

   By Belgarath, March 20, 2009
   • 1 reply
   • 1k views
   • 
   • rcline46
   • March 20, 2009

10. EE expected to work greater than 20 hrs/wk but does not

    By blue, March 19, 2009
    • 5 replies
    • 1.6k views
    • 
    • Jim Chad
    • March 20, 2009

11. HCE Limit

    By justatester, March 18, 2009
    • 4 replies
    • 1.4k views
    • 
    • justatester
    • March 19, 2009

12. over contribute to 401(k) deferrals - Owner

    By jkdoll2, March 17, 2009
    • 3 replies
    • 1.3k views
    • 
    • BG5150
    • March 18, 2009

13. HCE Status

    By Medusa, March 17, 2009
    • 1 reply
    • 1.8k views
    • 
    • SheilaD
    • March 18, 2009

14. Top Heavy Minimums - DC Plan

    By PJ2009, March 17, 2009
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 18, 2009

15. Deceased Participant no beneficiary

    By MBCarey, March 17, 2009
    • 4 replies
    • 2.9k views
    • 
    • J Simmons
    • March 17, 2009

16. ADP/ACP Test

    By Guest Jason37, March 15, 2009
    • 13 replies
    • 9k views
    • 
    • Below Ground
    • March 17, 2009

17. Compensation Limit- To Prorate or Not...

    By Guest KAGrist, March 17, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 17, 2009

18. flowchart or checklist for late deferrals?

    By Jim Chad, March 16, 2009
    • 2 replies
    • 1.5k views
    • 
    • Jim Chad
    • March 16, 2009

19. Discretionary Contributions

    By Guest ccl, March 15, 2009
    • 2 replies
    • 2.7k views
    • 
    • Bird
    • March 16, 2009

20. Excruciating Minutiae

    By austin3515, March 12, 2009
    • 6 replies
    • 1.7k views
    • 
    • austin3515
    • March 14, 2009

21. 401(k) deposit different than W-2

    By Guest EPS2, March 13, 2009
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • March 13, 2009

22. Forfeiture allocation timing

    By Guest EPS2, March 13, 2009
    • 1 reply
    • 1.8k views
    • 
    • Jim Chad
    • March 13, 2009

23. Amending Safe Harbor Plan

    By Shannon, December 16, 2008
    • 2 replies
    • 2.1k views
    • 
    • K2retire
    • March 13, 2009

24. Safe Harbor Implementation

    By Guest LonePlanAdministrator, March 12, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 12, 2009

25. 3% Safe Harbor

    By mariemonroe, March 9, 2009
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 12, 2009

26. Prototype -11(g) Amendment

    By austin3515, March 10, 2009
    • 6 replies
    • 2k views
    • 
    • jpod
    • March 12, 2009

27. Top Paid Group

    By CJS07, March 12, 2009
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 12, 2009

28. Employee

    By cdavis25, March 12, 2009
    • 1 reply
    • 1k views
    • 
    • david rigby
    • March 12, 2009

29. 414s Comp and ADP/ACP Tests

    By zimbo, March 9, 2009
    • 1 reply
    • 2.2k views
    • 
    • MWeddell
    • March 12, 2009

30. Control Group Issue

    By pixmax, March 11, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 11, 2009

31. 401k Plan / Child Hire

    By BeanCounterBlues, March 10, 2009
    • 6 replies
    • 3k views
    • 
    • Jim Chad
    • March 11, 2009

32. Voting employer stock

    By Guest krijowri, March 5, 2009
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • March 11, 2009

33. Removal of One Fund/Xfer Balance to Another Fund

    By Bruddah Kimo, March 9, 2009
    • 2 replies
    • 1.2k views
    • 
    • Bruddah Kimo
    • March 10, 2009

34. Coverage failure

    By Guest Bearlee, March 10, 2009
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • March 10, 2009

35. W-2 and S Corp Income

    By Alex Daisy, March 9, 2009
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • March 10, 2009

36. Multiple ER now a Controlled Group

    By fiona1, March 9, 2009
    • 1 reply
    • 983 views
    • 
    • Jim Chad
    • March 9, 2009

37. Safe Harbor Plan

    By Guest Sieve, March 5, 2009
    • 22 replies
    • 3.3k views
    • 
    • Guest
    • March 9, 2009

38. W-2 and S Corp Income

    By Alex Daisy, March 9, 2009
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • March 9, 2009

39. EAch person in won group Is permitted disparity possible?

    By Jim Chad, March 5, 2009
    • 10 replies
    • 1.7k views
    • 
    • austin3515
    • March 9, 2009

40. Administrative Error - Excess Withholdings

    By 401king, March 9, 2009
    • 7 replies
    • 1.8k views
    • 
    • 401king
    • March 9, 2009

41. Employer sent in $15,500 and CPA did not run it through payroll

    By Jim Chad, March 6, 2009
    • 7 replies
    • 1.6k views
    • 
    • K2retire
    • March 8, 2009

42. HCE Determination after a Stock Sale

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

43. Compensation and 1099 Dividends

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

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

    By Guest IPS, March 5, 2009
    • 15 replies
    • 1.9k views
    • 
    • BG5150
    • March 6, 2009

45. Removing safe harbor match mid-year

    By Guest IU1994, February 11, 2009
    • 10 replies
    • 4k views
    • 
    • R. Butler
    • March 6, 2009

46. Who should create the 1099?

    By fiona1, March 6, 2009
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • March 6, 2009

47. ADP Refunds w/o Trust Accounting

    By Guest Golden401k, March 5, 2009
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • March 6, 2009

48. Earnings on ADP refund

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

49. Back to Shifting

    By buckaroo, September 17, 2008
    • 11 replies
    • 2.9k views
    • 
    • Tom Poje
    • March 6, 2009

50. How to treat acquired employees?

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