401(k) Plans

19,321 topics in this forum

1. Top Heavy

   By Guest durktracy, December 3, 2008
   • 1 reply
   • 1k views
   • 
   • Lou S.
   • December 3, 2008

2. Top-Heavy Clarification

   By Guest andmik, December 3, 2008
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • December 5, 2008

3. 401k along with pure p/s plan

   By Guest lip, December 3, 2008
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • December 3, 2008

4. Different SHNE amounts for different NHCEs

   By Gadgetfreak, December 3, 2008
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • December 3, 2008

5. Matching with company stock

   By Guest DBS1, December 2, 2008
   • 2 replies
   • 946 views
   • 
   • Guest
   • December 9, 2008

6. SH Match - calling all, especially Tom Poje

   By Blinky the 3-eyed Fish, December 2, 2008
   • 13 replies
   • 2.7k views
   • 
   • K2retire
   • December 25, 2008

7. Compensation used in Top Paid Group

   By RPP2001, December 2, 2008
   • 1 reply
   • 910 views
   • 
   • Blinky the 3-eyed Fish
   • December 2, 2008

8. QDIA notices--sent to whom?

   By BG5150, December 2, 2008
   • 3 replies
   • 5.5k views
   • 
   • Kevin C
   • December 1, 2009

9. HCE determination for new business

   By Guest MPLipp, December 1, 2008
   • 3 replies
   • 1.2k views
   • 
   • buckaroo
   • December 3, 2008

10. Fees to plan

    By Guest jimmybeau, December 1, 2008
    • 14 replies
    • 2.6k views
    • 
    • J Simmons
    • December 2, 2008

11. Multiple Employer Plan ? ?

    By Guest naveen, December 1, 2008
    • 2 replies
    • 1.2k views
    • 
    • J Simmons
    • December 1, 2008

12. Sole prop profit sharing plan

    By jkdoll2, November 26, 2008
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • November 26, 2008

13. Auto Enroll Annual Notice

    By DTH, November 26, 2008
    • 0 replies
    • 991 views
    • 
    • DTH
    • November 26, 2008

14. Overpayment and 1099 Coding Question

    By 401king, November 25, 2008
    • 20 replies
    • 10.1k views
    • 
    • Guest
    • December 4, 2008

15. 401k Rollover to IRA(s)

    By Guest PeteC, November 25, 2008
    • 0 replies
    • 948 views
    • 
    • Guest
    • November 25, 2008

16. Rule of Parity

    By IRA, November 25, 2008
    • 6 replies
    • 3.8k views
    • 
    • IRA
    • December 10, 2008

17. Deducting Fees from 401ks related to financial plans

    By Guest EricWings, November 24, 2008
    • 1 reply
    • 968 views
    • 
    • Peter Gulia
    • November 24, 2008

18. ADP/ACP testing, our economy, and gap earings for post 2007

    By buckaroo, November 24, 2008
    • 6 replies
    • 3.1k views
    • 
    • fiona1
    • December 4, 2008

19. Asset Based TPA Funds / Return to Plan (How?)

    By BeanCounterBlues, November 24, 2008
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • November 24, 2008

20. OMIT

    By BeanCounterBlues, November 24, 2008
    • 0 replies
    • 943 views
    • 
    • BeanCounterBlues
    • November 24, 2008

21. Designated Roth Contribuitons

    By Guest Lori J, November 21, 2008
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • November 21, 2008

22. late safe harbor notice

    By Tom Poje, November 21, 2008
    • 15 replies
    • 5.3k views
    • 
    • Kevin C
    • November 26, 2008

23. Employer match in Safe Harbor 401k

    By Lori H, November 21, 2008
    • 11 replies
    • 2.9k views
    • 
    • Tom Poje
    • December 3, 2008

24. Money Purchase Contribution

    By Alex Daisy, November 20, 2008
    • 10 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2008

25. ASPPA Test Question

    By Guest JeffC, November 20, 2008
    • 20 replies
    • 9.2k views
    • 
    • david rigby
    • November 24, 2008

26. Compensation and the ABT

    By buckaroo, November 20, 2008
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 21, 2008

27. 401k elective deferral limits

    By Gary, November 19, 2008
    • 15 replies
    • 2.8k views
    • 
    • masteff
    • November 20, 2008

28. Eligible in 2 plans, defers max in both

    By John Feldt ERPA CPC QPA, November 19, 2008
    • 12 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • November 21, 2008

29. Roth Loan Deemed Distributed - Penalty Tax?

    By Guest jimmybeau, November 19, 2008
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • November 19, 2008

30. Takeover Plan Issue

    By chris, November 19, 2008
    • 3 replies
    • 1.1k views
    • 
    • chris
    • November 19, 2008

31. Plan Conversion - Stable Value Fund Locked

    By Guest mfitzgerald, November 17, 2008
    • 2 replies
    • 1.6k views
    • 
    • Disco Stu
    • November 18, 2008

32. One to one correction method

    By Guest TM3069, November 13, 2008
    • 1 reply
    • 1.6k views
    • 
    • fiona1
    • November 13, 2008

33. Annual additions

    By Guest bdm_7458, November 13, 2008
    • 12 replies
    • 2.6k views
    • 
    • austin3515
    • November 15, 2008

34. Amend, then Restate

    By DP, November 13, 2008
    • 2 replies
    • 986 views
    • 
    • Blinky the 3-eyed Fish
    • November 14, 2008

35. Protection of plan assets

    By doombuggy, November 13, 2008
    • 23 replies
    • 2.6k views
    • 
    • K2retire
    • November 15, 2008

36. Safe Harbor to QACA

    By PMC, November 13, 2008
    • 6 replies
    • 6.5k views
    • 
    • Tom Poje
    • November 19, 2008

37. Maybe SH Notice

    By austin3515, November 13, 2008
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • November 13, 2008

38. HCE using top paid group

    By cdavis25, November 12, 2008
    • 6 replies
    • 2.2k views
    • 
    • Mike Preston
    • November 13, 2008

39. LLC adopts a 401k plan

    By Santo Gold, November 12, 2008
    • 4 replies
    • 1.7k views
    • 
    • WDIK
    • November 13, 2008

40. Missed Eligible 401(k) Participant - Help!

    By Jilliandiz, November 11, 2008
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • November 11, 2008

41. Catch up contributions and negative compensation

    By Pixie, November 10, 2008
    • 1 reply
    • 1.3k views
    • 
    • PensionPro
    • November 10, 2008

42. Plan amendment for name change of plan sponsor?

    By t.haley, November 10, 2008
    • 5 replies
    • 4.5k views
    • 
    • t.haley
    • November 10, 2008

43. RMD Relief?

    By austin3515, November 10, 2008
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • November 13, 2008

44. Safe Harbor "Maybe" Notice

    By Alex Daisy, November 7, 2008
    • 12 replies
    • 10.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 17, 2008

45. Latest date to add a 401(k) Feature to a profit sharing plan

    By Guest DCquestioner, November 7, 2008
    • 5 replies
    • 2k views
    • 
    • Guest
    • November 10, 2008

46. safe harbor plan merging into non-safe harbor plan, different plan years

    By maverick, November 6, 2008
    • 0 replies
    • 1.1k views
    • 
    • maverick
    • November 6, 2008

47. Excess deferral and match forfeiture

    By alexa, November 6, 2008
    • 1 reply
    • 1.6k views
    • 
    • Jim Chad
    • November 7, 2008

48. money purchase to 401(k)

    By Lori H, November 6, 2008
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • November 6, 2008

49. Off Calendar Year Limits

    By MBCarey, November 6, 2008
    • 3 replies
    • 7.7k views
    • 
    • Tom Poje
    • November 6, 2008

50. Integrated Allocation w/ Safe Harbor

    By Guest tzuck, November 6, 2008
    • 5 replies
    • 1.1k views
    • 
    • Guest
    • November 6, 2008