401(k) Plans

19,365 topics in this forum

1. After Tax contribution limit

   By Guest Mst Shake, December 19, 2008
   • 6 replies
   • 3.3k views
   • 
   • Bird
   • December 22, 2008

2. Mid Year Suspension of Non-elective Contributions

   By J. Bringhurst, December 19, 2008
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • December 21, 2008

3. Terminating DC Plan with ADP Excess

   By Guest dms9999, December 17, 2008
   • 2 replies
   • 1.2k views
   • 
   • Lou S.
   • December 19, 2008

4. company wants to add LLC to current 401(k)

   By Lori H, December 11, 2008
   • 8 replies
   • 2.3k views
   • 
   • K2retire
   • December 19, 2008

5. Forfeitures used to reduce future employer contributions

   By Guest SuperMan, November 22, 1999
   • 7 replies
   • 3.5k views
   • 
   • BG5150
   • December 18, 2008

6. Eligibility question- rehire

   By britoski, December 17, 2008
   • 2 replies
   • 2k views
   • 
   • Guest
   • December 18, 2008

7. Simple IRA and 401(k)

   By Guest Tbrown, December 12, 2008
   • 3 replies
   • 1.1k views
   • 
   • Guest
   • December 18, 2008

8. Safe Harbor Matching - Plan Design

   By Guest TooMuchFreeTime, December 15, 2008
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • December 17, 2008

9. QNEC Correction for improperly-excluded leased employees

   By Guest JackPoint, December 16, 2008
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • December 17, 2008

10. Safe Harbor Non Elective Contribution

    By Alex Daisy, December 16, 2008
    • 4 replies
    • 2.4k views
    • 
    • Tom Poje
    • December 17, 2008

11. discretionary contribution deposit deadline

    By Kimberly S, December 16, 2008
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • December 17, 2008

12. Seeking a clarification for employee contribution

    By basumukherji, December 16, 2008
    • 2 replies
    • 1.3k views
    • 
    • Don Levit
    • December 16, 2008

13. Who can deposit funds into a plan?

    By buckaroo, December 16, 2008
    • 1 reply
    • 1k views
    • 
    • Peter Gulia
    • December 16, 2008

14. Timing of Forfeiture of related match on ADP corrective conts.

    By buckaroo, December 11, 2008
    • 2 replies
    • 3.7k views
    • 
    • buckaroo
    • December 16, 2008

15. Distributions for Annual valuated plan

    By Guest NPS Darren, December 11, 2008
    • 6 replies
    • 2.1k views
    • 
    • SMB
    • December 15, 2008

16. Use of Forfeitures

    By BTG, December 15, 2008
    • 0 replies
    • 1.1k views
    • 
    • BTG
    • December 15, 2008

17. Safe Harbor and Changing Compensation

    By Randy Watson, December 15, 2008
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • December 15, 2008

18. 401(a)(9) relief for 2009?

    By Kathy, December 12, 2008
    • 11 replies
    • 2k views
    • 
    • Bird
    • December 15, 2008

19. Auto Enroll Safe Harbor Match

    By Guest Jamie Hayes, December 15, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 15, 2008

20. doc allows catchups, payroll sdept. does not

    By Jim Chad, December 14, 2008
    • 3 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 15, 2008

21. Blackout Notice

    By Alex Daisy, December 12, 2008
    • 1 reply
    • 938 views
    • 
    • Guest
    • December 15, 2008

22. Successor Plan

    By Guest lvegas, December 11, 2008
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 15, 2008

23. EACA/QACA

    By msmith, December 12, 2008
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • December 15, 2008

24. match on after-tax

    By alexa, December 12, 2008
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • December 13, 2008

25. Safe Harbor

    By Earl, December 11, 2008
    • 5 replies
    • 1.2k views
    • 
    • Earl
    • December 12, 2008

26. Max deferral

    By alexa, December 11, 2008
    • 4 replies
    • 1.7k views
    • 
    • alexa
    • December 12, 2008

27. Real estate investment

    By Guest Quacka, December 10, 2008
    • 12 replies
    • 1.6k views
    • 
    • Guest
    • December 11, 2008

28. Prototype vs. Volume Submitter "Check the Box"

    By austin3515, December 10, 2008
    • 10 replies
    • 8.8k views
    • 
    • Guest
    • December 11, 2008

29. Permitted Disparity Factor

    By austin3515, December 10, 2008
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • December 11, 2008

30. 404(c)

    By Guest ArkansasChris, December 10, 2008
    • 5 replies
    • 1.8k views
    • 
    • J Simmons
    • December 11, 2008

31. 415(c) limitation apply to the employer or the person?

    By Guest fender5150, December 11, 2008
    • 3 replies
    • 1.3k views
    • 
    • K2retire
    • December 11, 2008

32. Software for 401K analysis

    By Guest wealthmgmt, December 9, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • December 11, 2008

33. credit for service at old firm

    By Jim Chad, December 9, 2008
    • 3 replies
    • 1k views
    • 
    • QDROphile
    • December 10, 2008

34. Rule of Parity

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

35. Is there a way around match limits?

    By Guest kg78, December 9, 2008
    • 8 replies
    • 1.5k views
    • 
    • GMK
    • December 10, 2008

36. SPD's

    By Guest HRD, December 8, 2008
    • 6 replies
    • 1.3k views
    • 
    • Lori Friedman
    • December 9, 2008

37. Solo-K for SE Income

    By SMB, December 3, 2008
    • 3 replies
    • 1.1k views
    • 
    • SMB
    • December 9, 2008

38. Matching with company stock

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

39. Rollover from non-Roth 401(k) directly to Roth IRA

    By Guest mickiemurphy, December 8, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • December 9, 2008

40. Trust Identification Number

    By jala, December 8, 2008
    • 5 replies
    • 1.7k views
    • 
    • Bird
    • December 9, 2008

41. Excess match & deminimus distribution of $50

    By alexa, December 8, 2008
    • 2 replies
    • 1.8k views
    • 
    • alexa
    • December 9, 2008

42. What happens if one of my participants overcontributes?

    By Guest DFR, December 8, 2008
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • December 8, 2008

43. Can you rescind a Safe Harbor Notice?

    By Guest SVA Retirement Plan Svc., December 8, 2008
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 8, 2008

44. Change in Plan Sponsor - Amended and Restated Plan

    By Alex Daisy, December 4, 2008
    • 7 replies
    • 3.7k views
    • 
    • jpod
    • December 8, 2008

45. Buy back - restoration

    By PMC, December 4, 2008
    • 8 replies
    • 1.6k views
    • 
    • BG5150
    • December 8, 2008

46. Per Pay Match to Partners

    By WesleyT, December 8, 2008
    • 1 reply
    • 977 views
    • 
    • Bird
    • December 8, 2008

47. 401k for passthrough LLC

    By Guest markol, December 4, 2008
    • 12 replies
    • 5.3k views
    • 
    • QDROphile
    • December 5, 2008

48. Eligibility of 500 hours in 6 months

    By Jim Chad, December 5, 2008
    • 5 replies
    • 5.7k views
    • 
    • Tom Poje
    • December 5, 2008

49. Top-Heavy Clarification

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

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

    By buckaroo, November 24, 2008
    • 6 replies
    • 3.2k views
    • 
    • fiona1
    • December 4, 2008