401(k) Plans

19,423 topics in this forum

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

   By Guest m.n.ouellette, January 15, 2009
   • 17 replies
   • 4.2k views
   • 
   • BG5150
   • January 21, 2009

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

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

3. EPCRS and Matching Contributions

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

4. Processed Deferrals Early.

   By Below Ground, January 19, 2009
   • 5 replies
   • 1.5k views
   • 
   • Below Ground
   • January 20, 2009

5. Excess Deferral Correction

   By Alex Daisy, January 16, 2009
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • January 18, 2009

6. Automatic enrollment guide from DOL and IRS

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

7. Correction to failed 414s

   By pixmax, January 14, 2009
   • 9 replies
   • 12.3k views
   • 
   • Guest
   • January 16, 2009

8. 2009 Waived MRDs

   By DTH, January 16, 2009
   • 1 reply
   • 1.1k views
   • 
   • J Simmons
   • January 16, 2009

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

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

10. 401(k) Rollover Question

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

11. Loan Repayments

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

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

    By k man, January 15, 2009
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • January 16, 2009

13. 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

14. 2008 1099R to Correct 2006 1099R

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

15. Key + safe harbor match

    By Guest dhall, January 15, 2009
    • 3 replies
    • 1k views
    • 
    • Tom Poje
    • January 15, 2009

16. Lost Beneficiary

    By Guest ccl, January 14, 2009
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 15, 2009

17. Employer limits HCE contributoins

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

18. Gap Earnings

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

19. Suspending or Amending to remove Safe Harbor

    By Guest Twinky, December 29, 2008
    • 6 replies
    • 6.2k views
    • 
    • Guest
    • January 14, 2009

20. Compensation

    By MBCarey, January 14, 2009
    • 1 reply
    • 1.2k views
    • 
    • Kevin C
    • January 14, 2009

21. Loan fees in Amortization Schedule

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

22. EGTRRA Amendment timelines

    By Guest money40, December 31, 2008
    • 4 replies
    • 1.6k views
    • 
    • Peanut Butter Man
    • January 14, 2009

23. Compensation Testing

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

24. Same Desk Rule

    By Guest MonicaS, January 9, 2009
    • 4 replies
    • 6.4k views
    • 
    • Kevin C
    • January 13, 2009

25. Where can I find teh preambles to the regs

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

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

    By Guest San Diego Benefits Guy, January 10, 2009
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • January 10, 2009

27. Excess Deferral... or not

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

28. March 15th Deadline

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

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

    By Guest davsun, January 7, 2009
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • January 8, 2009

30. Safe Harbor amend to exclude HCE

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

31. ADP testing

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

32. IRS Levy on 401-k Plan

    By Guest pstowers, February 18, 2000
    • 6 replies
    • 5.2k views
    • 
    • Guest
    • January 8, 2009

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

    By msmith, January 7, 2009
    • 10 replies
    • 2.3k views
    • 
    • rcline46
    • January 8, 2009

34. Safe Harbor, Forfeitures and Top Heavy

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

35. New Cycle C Address? (Help!)

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

36. Foreign Miscellaneous Government Entity

    By SRP, January 7, 2009
    • 0 replies
    • 1.1k views
    • 
    • SRP
    • January 7, 2009

37. Broker v. TPA

    By Guest Quacka, January 6, 2009
    • 3 replies
    • 3.5k views
    • 
    • K2retire
    • January 7, 2009

38. Suspensions of 401(k) Match

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

39. 401(k) SHNEC w/ Discretionary Match

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

40. HCE made deferrals, had NO Compensation

    By Alex Daisy, December 30, 2008
    • 15 replies
    • 3.5k views
    • 
    • K2retire
    • January 6, 2009

41. 401(k) SH, short plan year, 415 limit

    By wvbeachgirl, January 5, 2009
    • 5 replies
    • 10.6k views
    • 
    • Kevin C
    • January 5, 2009

42. Recordkeeper shortcoming?

    By Guest caseyb, December 30, 2008
    • 3 replies
    • 1.8k views
    • 
    • hr for me
    • January 5, 2009

43. HCE or not

    By Guest Pat Metallic, January 5, 2009
    • 1 reply
    • 1.3k views
    • 
    • ERISAnut
    • January 5, 2009

44. 402g Refunds for 2008

    By Guest robwgriff, January 3, 2009
    • 1 reply
    • 1.5k views
    • 
    • blue
    • January 3, 2009

45. 401(k) Safe Harbor

    By Medusa, December 31, 2008
    • 2 replies
    • 1.2k views
    • 
    • Medusa
    • December 31, 2008

46. Safe Harbor - revised for previous year

    By Guest jimmybeau, December 22, 2008
    • 12 replies
    • 1.9k views
    • 
    • Kevin C
    • December 31, 2008

47. Form 5330

    By Guest IluvNewComp, December 30, 2008
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • December 30, 2008

48. after tax deferrals:

    By Lori H, December 30, 2008
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • December 30, 2008

49. Discontinue safe harbor 3%

    By rlb64, December 16, 2008
    • 25 replies
    • 6.7k views
    • 
    • Kevin C
    • December 29, 2008

50. disallowing deferrals on bonus payments

    By Guest Dash02, December 26, 2008
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • December 26, 2008