401(k) Plans

19,451 topics in this forum

1. Eliminate Safe Harbor match for HCEs only?

   By Gilmore, February 19, 2009
   • 1 reply
   • 1.1k views
   • 
   • K2retire
   • February 19, 2009

2. Prior Year ADP test and QSLOB

   By buckaroo, February 18, 2009
   • 1 reply
   • 1.6k views
   • 
   • Kevin C
   • February 18, 2009

3. Definition of Compensation in Plan Document

   By Alex Daisy, February 17, 2009
   • 1 reply
   • 1.8k views
   • 
   • austin3515
   • February 17, 2009

4. QOSA

   By Guest meeh3704, February 17, 2009
   • 1 reply
   • 1.6k views
   • 
   • J Simmons
   • February 17, 2009

5. Due dates for Er Contributions

   By austin3515, February 16, 2009
   • 4 replies
   • 1.2k views
   • 
   • austin3515
   • February 17, 2009

6. Match True Up

   By Guest Mikk, February 13, 2009
   • 4 replies
   • 2k views
   • 
   • K2retire
   • February 17, 2009

7. Failure to Timely Adopt Proposed Amendments Per IRS Determination Letter

   By 401 Chaos, February 16, 2009
   • 0 replies
   • 1.8k views
   • 
   • 401 Chaos
   • February 16, 2009

8. ADP refunds and TH

   By Earl, February 14, 2009
   • 3 replies
   • 1.6k views
   • 
   • Tom Poje
   • February 16, 2009

9. Erroneous Early Entry of Employee

   By Jay3, February 13, 2009
   • 1 reply
   • 1.2k views
   • 
   • J Simmons
   • February 13, 2009

10. deferrals not authorized by employee

    By k man, February 11, 2009
    • 6 replies
    • 1.6k views
    • 
    • XTitan
    • February 13, 2009

11. Loan Policy

    By Guest PlanSponsorQuestion, February 13, 2009
    • 3 replies
    • 1.2k views
    • 
    • Kevin C
    • February 13, 2009

12. 401k CatchUp

    By Guest Dean1, February 5, 2009
    • 15 replies
    • 2.4k views
    • 
    • Guest
    • February 13, 2009

13. Withholding on Corrective Distributions

    By Gilmore, February 12, 2009
    • 2 replies
    • 1.4k views
    • 
    • Gilmore
    • February 13, 2009

14. Safe-harbor NEC - redux

    By Lou S., February 12, 2009
    • 1 reply
    • 986 views
    • 
    • Jim Chad
    • February 13, 2009

15. Doesn't seem right

    By Guest WonderWhy, February 12, 2009
    • 3 replies
    • 970 views
    • 
    • david rigby
    • February 12, 2009

16. another excess deferral question

    By TPAnnie, February 5, 2009
    • 17 replies
    • 4.3k views
    • 
    • Guest
    • February 12, 2009

17. 401k Safe harbor non elective with 1 year wait?

    By perkinsran, February 11, 2009
    • 5 replies
    • 1.9k views
    • 
    • Kevin C
    • February 12, 2009

18. Suspend Auto-Increase for Deferrals

    By Guest AEA, February 12, 2009
    • 0 replies
    • 974 views
    • 
    • Guest
    • February 12, 2009

19. excluded HCEs

    By K2retire, February 11, 2009
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • February 12, 2009

20. 401k forfeiture accounts

    By Guest Eric401k, February 12, 2009
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • February 12, 2009

21. Excess Contribution Refund Deadline 2009

    By Guest Lee68, February 11, 2009
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • February 11, 2009

22. Overpayment due to ADP Excess Failure

    By PMC, February 11, 2009
    • 0 replies
    • 1.3k views
    • 
    • PMC
    • February 11, 2009

23. Employee?

    By Guest padmin, February 11, 2009
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • February 11, 2009

24. Relius ASP question

    By Guest stevena1, February 11, 2009
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 11, 2009

25. Want to amend retroactively to ad Occtober 1 entry

    By Jim Chad, February 11, 2009
    • 3 replies
    • 1.1k views
    • 
    • Jim Chad
    • February 11, 2009

26. New S/H 401(k) Plan

    By Dougsbpc, February 10, 2009
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 11, 2009

27. irs 2518 disclaimer

    By Guest jgchess, February 9, 2009
    • 4 replies
    • 2.3k views
    • 
    • J Simmons
    • February 11, 2009

28. 401(k) Default Funds

    By Guest stevena1, February 6, 2009
    • 10 replies
    • 2.2k views
    • 
    • Guest
    • February 11, 2009

29. Are AFLAC Payments Includable in Compensation

    By ERISA1, February 10, 2009
    • 2 replies
    • 1.5k views
    • 
    • GBurns
    • February 10, 2009

30. ADP/ACP Test Shifting Question

    By Lou S., February 10, 2009
    • 3 replies
    • 3.1k views
    • 
    • Below Ground
    • February 10, 2009

31. Change in Control.

    By Alex Daisy, February 9, 2009
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • February 9, 2009

32. 415 limit - spin-off

    By Guest Achilles, February 9, 2009
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • February 9, 2009

33. OK to shift a percent or two from the ACP test to help pass the ADP test?

    By Guest jodisam, September 30, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 9, 2009

34. 401k loan for self-employed person

    By Guest donmartin, February 5, 2009
    • 4 replies
    • 1.6k views
    • 
    • K2retire
    • February 7, 2009

35. 401(k) Correction Issue

    By Guest ccl, January 30, 2009
    • 2 replies
    • 1.8k views
    • 
    • PAL
    • February 6, 2009

36. 415 Excess

    By justatester, February 4, 2009
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 6, 2009

37. Safe Harbor Match Formula

    By WesleyT, February 6, 2009
    • 3 replies
    • 3.9k views
    • 
    • Kevin C
    • February 6, 2009

38. Failed ADP Test and Matching on Catch-ups

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

39. Document Provisions.

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

40. From 401(k) to One Person Plan

    By Guest Twinky, January 29, 2009
    • 11 replies
    • 2k views
    • 
    • Guest
    • February 5, 2009

41. Matching contribution formula

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

42. Excess Contributions - Roth with Loss

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

43. Non Discrimination, Excess Deferrals and Catch ups.

    By Lori H, February 4, 2009
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • February 4, 2009

44. Can We Amend?

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

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

    By Guest bankcompliancemanager, January 30, 2009
    • 8 replies
    • 5.5k views
    • 
    • Guest
    • February 4, 2009

46. Safe Harbor 401(k) - Termination Questions

    By waid10, January 22, 2009
    • 11 replies
    • 11.7k views
    • 
    • Lou S.
    • February 3, 2009

47. Opt-Out Notice...Huh?

    By Guest dhall, February 2, 2009
    • 7 replies
    • 1.5k views
    • 
    • Kevin C
    • February 3, 2009

48. 401(k) & match comp dont seem to correlate

    By Guest SuzieQNEC, February 2, 2009
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • February 3, 2009

49. Excess Deferral or Catch-up Contribution

    By rocknrolls2, February 2, 2009
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 3, 2009

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

    By Guest WashThisCar, February 2, 2009
    • 1 reply
    • 1.1k views
    • 
    • rocknrolls2
    • February 2, 2009