401(k) Plans

19,384 topics in this forum

1. What happens if not covered by ERISA bond?

   By BG5150, January 16, 2009
   • 14 replies
   • 21.8k views
   • 
   • Lori H
   • January 27, 2009

2. We have both 401K & 403B

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

3. "Compensation" excludes bonuses

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

4. Failed coverage test for numerous years

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

5. Auto Enrollment with annual 1% increases

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

6. Disability Payments as W2 Compensation

   By Guest SWH, January 22, 2009
   • 5 replies
   • 2.8k views
   • 
   • QDROphile
   • January 23, 2009

7. Calculating Maximum Deductible for Partnership

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

8. Catch Up Contributions & Avg Benefit % Test

   By flosfur, December 24, 2008
   • 5 replies
   • 2.5k views
   • 
   • MWeddell
   • January 22, 2009

9. 2008 ADP TEST

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

10. Short Plan Year

    By jkdoll2, January 15, 2009
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • January 21, 2009

11. 401(k) Deferral on Net or Gross Compensation?

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

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

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

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

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

14. EPCRS and Matching Contributions

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

15. Processed Deferrals Early.

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

16. Excess Deferral Correction

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

17. Automatic enrollment guide from DOL and IRS

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

18. Correction to failed 414s

    By pixmax, January 14, 2009
    • 9 replies
    • 12.2k views
    • 
    • Guest
    • January 16, 2009

19. 2009 Waived MRDs

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

20. New plan member - didn't want to defer

    By fiona1, January 16, 2009
    • 1 reply
    • 938 views
    • 
    • QDROphile
    • January 16, 2009

21. 401(k) Rollover Question

    By Guest Benmark, January 15, 2009
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • January 16, 2009

22. Loan Repayments

    By Guest SRH, January 16, 2009
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • January 16, 2009

23. what do you do if DOL orders employer to pay overtime

    By k man, January 15, 2009
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • January 16, 2009

24. Suspension of 2008 Safe Harbor 3% Requirement

    By Guest Ted Kowalchuk, CFP, CFS,, January 8, 2009
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • January 16, 2009

25. 2008 1099R to Correct 2006 1099R

    By Guest CTB, January 15, 2009
    • 1 reply
    • 995 views
    • 
    • Guest
    • January 16, 2009

26. Key + safe harbor match

    By Guest dhall, January 15, 2009
    • 3 replies
    • 999 views
    • 
    • Tom Poje
    • January 15, 2009

27. Lost Beneficiary

    By Guest ccl, January 14, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 15, 2009

28. Employer limits HCE contributoins

    By BG5150, January 14, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 15, 2009

29. Gap Earnings

    By Guest jvandyke, January 14, 2009
    • 5 replies
    • 5.4k views
    • 
    • fiona1
    • January 14, 2009

30. Suspending or Amending to remove Safe Harbor

    By Guest Twinky, December 29, 2008
    • 6 replies
    • 6.1k views
    • 
    • Guest
    • January 14, 2009

31. Compensation

    By MBCarey, January 14, 2009
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • January 14, 2009

32. Loan fees in Amortization Schedule

    By Alex Daisy, January 12, 2009
    • 5 replies
    • 2.8k views
    • 
    • jpod
    • January 14, 2009

33. EGTRRA Amendment timelines

    By Guest money40, December 31, 2008
    • 4 replies
    • 1.5k views
    • 
    • Peanut Butter Man
    • January 14, 2009

34. Compensation Testing

    By Guest phy401k, January 13, 2009
    • 3 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2009

35. Same Desk Rule

    By Guest MonicaS, January 9, 2009
    • 4 replies
    • 6.3k views
    • 
    • Kevin C
    • January 13, 2009

36. Where can I find teh preambles to the regs

    By BG5150, December 31, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 12, 2009

37. Real Estate in a Custodial Account under a Profit Sharing Plan

    By Guest San Diego Benefits Guy, January 10, 2009
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 10, 2009

38. Excess Deferral... or not

    By Guest ccl, January 7, 2009
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • January 9, 2009

39. March 15th Deadline

    By justatester, January 9, 2009
    • 3 replies
    • 2.5k views
    • 
    • BG5150
    • January 9, 2009

40. Co-Fiduciary or Fiduciary Role - is There a Writing Requirement?

    By Guest davsun, January 7, 2009
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • January 8, 2009

41. Safe Harbor amend to exclude HCE

    By Guest Peggy806, January 7, 2009
    • 1 reply
    • 2.1k views
    • 
    • Kevin C
    • January 8, 2009

42. ADP testing

    By Guest Amy Marie, January 8, 2009
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 8, 2009

43. IRS Levy on 401-k Plan

    By Guest pstowers, February 18, 2000
    • 6 replies
    • 5.1k views
    • 
    • Guest
    • January 8, 2009

44. Safe Harbor 401(k) with 3% Non-elective (not a Maybe)

    By msmith, January 7, 2009
    • 10 replies
    • 2.2k views
    • 
    • rcline46
    • January 8, 2009

45. Safe Harbor, Forfeitures and Top Heavy

    By PMC, January 7, 2009
    • 1 reply
    • 1.5k views
    • 
    • BG5150
    • January 7, 2009

46. New Cycle C Address? (Help!)

    By ERISAatty, January 6, 2009
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • January 7, 2009

47. Foreign Miscellaneous Government Entity

    By SRP, January 7, 2009
    • 0 replies
    • 1k views
    • 
    • SRP
    • January 7, 2009

48. Broker v. TPA

    By Guest Quacka, January 6, 2009
    • 3 replies
    • 3.4k views
    • 
    • K2retire
    • January 7, 2009

49. Suspensions of 401(k) Match

    By Demosthenes, January 6, 2009
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • January 7, 2009

50. 401(k) SHNEC w/ Discretionary Match

    By Guest notapensiongeek, January 5, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 6, 2009