401(k) Plans

19,276 topics in this forum

1. ADP Test for Prevailing Wage Plan

   By Guest notapensiongeek, August 25, 2008
   • 2 replies
   • 2.7k views
   • 
   • Guest
   • August 25, 2008

2. Dual eligibility on 5 year old plan

   By Jim Chad, August 25, 2008
   • 5 replies
   • 1.5k views
   • 
   • Kevin C
   • August 26, 2008

3. Historial lump sum auto-distributions (looking for 2001)

   By hr for me, August 25, 2008
   • 3 replies
   • 1k views
   • 
   • hr for me
   • August 25, 2008

4. 401k SH non-elective contribution

   By J Simmons, August 25, 2008
   • 7 replies
   • 5k views
   • 
   • rlb64
   • May 6, 2009

5. 401k deferrals and Comp limit

   By alexa, August 23, 2008
   • 18 replies
   • 5.3k views
   • 
   • Guest
   • August 26, 2008

6. Plan Loans

   By Guest caseyb, August 22, 2008
   • 7 replies
   • 1.7k views
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   • austin3515
   • August 23, 2008

7. Highly Compensated Employee

   By Guest Rutager, August 22, 2008
   • 10 replies
   • 3.6k views
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   • K2retire
   • August 23, 2008

8. NESE for partners

   By Guest notapensiongeek, August 21, 2008
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • August 22, 2008

9. 401k corrections

   By Guest lindamichals, August 21, 2008
   • 1 reply
   • 1.2k views
   • 
   • WDIK
   • August 21, 2008

10. Forfeitures returned to employer-Prohibited transaction or Mistake of Fact

    By Guest skos, August 21, 2008
    • 17 replies
    • 5.2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 27, 2018

11. RMDs and contributions

    By billfgrady, August 21, 2008
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • August 24, 2008

12. Deferrals in Error from Post-Termination Comp.

    By Guest Gumby, August 20, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 21, 2008

13. Corrective Contributions and 402(g) Limit

    By Guest pcohen, August 20, 2008
    • 4 replies
    • 3.9k views
    • 
    • Loves401(k)
    • March 8, 2018

14. installment option

    By k man, August 20, 2008
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • August 20, 2008

15. Severance from Employment

    By Guest CharlieLaur, August 19, 2008
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • August 20, 2008

16. Partial Plan Termination?

    By PFranckowiak, August 19, 2008
    • 7 replies
    • 3.4k views
    • 
    • JanetM
    • August 22, 2008

17. Outstanding Loan Balance - participant death

    By Alex Daisy, August 18, 2008
    • 9 replies
    • 11k views
    • 
    • K2retire
    • August 20, 2008

18. deduction for profit sharing contribution not actually made

    By k man, August 18, 2008
    • 18 replies
    • 2.5k views
    • 
    • K2retire
    • August 20, 2008

19. EACA

    By Guest morprod, August 14, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 14, 2008

20. Earned Income Calc

    By austin3515, August 14, 2008
    • 9 replies
    • 2.5k views
    • 
    • R. Butler
    • August 19, 2008

21. Seasonal employees in a 401k plan

    By Guest scott34, August 13, 2008
    • 7 replies
    • 3.3k views
    • 
    • BG5150
    • August 14, 2008

22. Integrated Profit Sharing Plan

    By Madison71, August 13, 2008
    • 9 replies
    • 13.3k views
    • 
    • TPApril
    • February 23, 2012

23. Payment of Management Fees

    By Guest jimmybeau, August 13, 2008
    • 11 replies
    • 1.9k views
    • 
    • WDIK
    • August 14, 2008

24. 404(c) Protection/QDIA Protection

    By Nassau, August 13, 2008
    • 0 replies
    • 1.6k views
    • 
    • Nassau
    • August 13, 2008

25. First year 401k plan

    By Guest scott34, August 13, 2008
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • August 13, 2008

26. IRS Notice 2008-13

    By R. Butler, August 13, 2008
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • August 13, 2008

27. Reinstate fofeitured balance upon rehire

    By Guest Lisak, August 12, 2008
    • 4 replies
    • 2.6k views
    • 
    • Tom Poje
    • August 13, 2008

28. no enrollment foms

    By Jim Chad, August 12, 2008
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • August 12, 2008

29. merger question

    By Earl, August 12, 2008
    • 10 replies
    • 3.2k views
    • 
    • Guest
    • August 13, 2008

30. Hardship Distributions

    By J Simmons, August 11, 2008
    • 4 replies
    • 1.4k views
    • 
    • masteff
    • August 12, 2008

31. Safe Harbor Match and Highly Compensated

    By Gadgetfreak, August 11, 2008
    • 5 replies
    • 4.8k views
    • 
    • Guest
    • September 8, 2008

32. Payroll period crosses plan years, participant terms mid-pay-period

    By BG5150, August 11, 2008
    • 36 replies
    • 10.1k views
    • 
    • Tom Poje
    • August 20, 2008

33. Non-Spousal Rollover

    By blue, August 8, 2008
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 9, 2008

34. Safe Harbor Non Elective

    By Lori H, August 8, 2008
    • 7 replies
    • 2.4k views
    • 
    • BG5150
    • August 11, 2008

35. Post Severance Compensation

    By Gilmore, August 7, 2008
    • 4 replies
    • 1.8k views
    • 
    • Gilmore
    • August 9, 2008

36. Merging of 401k Plans...

    By Guest GrndLkNatv, August 7, 2008
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • August 8, 2008

37. Nondiscrim and Controlled Group

    By Randy Watson, August 7, 2008
    • 7 replies
    • 3.3k views
    • 
    • Randy Watson
    • August 8, 2008

38. Catch up contribution review

    By Guest DCquestioner, August 7, 2008
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • August 7, 2008

39. Hardship as Loan Offset

    By austin3515, August 7, 2008
    • 6 replies
    • 2.7k views
    • 
    • ERISAnut
    • August 13, 2008

40. Non US Citzen Non-Spouse Beneficiary

    By Guest glhotdog, August 6, 2008
    • 4 replies
    • 4.7k views
    • 
    • GMK
    • August 6, 2008

41. 401k electively deferring nonqualified deferred comp payment

    By J Simmons, August 6, 2008
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 6, 2008

42. IRA Rollover into a 401(k) Plan

    By Alex Daisy, August 6, 2008
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • August 6, 2008

43. Asset Deal with grandfathered service

    By Guest Lee68, August 6, 2008
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • August 6, 2008

44. Earnings Allocation - Late Deposits

    By WesleyT, August 5, 2008
    • 4 replies
    • 2.3k views
    • 
    • Bird
    • August 6, 2008

45. Solo K - bonding requirements?

    By Tinman, August 5, 2008
    • 7 replies
    • 3.1k views
    • 
    • jpod
    • December 8, 2011

46. Any Requirement that Plan Provide For Non-Spouse Rollovers

    By Guest EMM118, August 4, 2008
    • 1 reply
    • 998 views
    • 
    • Guest
    • August 4, 2008

47. Problem client: wants to retroactively reduce benefits.

    By Lori H, August 4, 2008
    • 7 replies
    • 1.3k views
    • 
    • Guest
    • August 5, 2008

48. QSLOB 401(k) Question

    By Guest allisonperry, August 4, 2008
    • 3 replies
    • 4.2k views
    • 
    • JanetM
    • August 4, 2008

49. excise tax calculation wrong

    By Kimberly S, August 4, 2008
    • 2 replies
    • 1.1k views
    • 
    • Kimberly S
    • August 4, 2008

50. Is it better to liquidate a 401a or 401k?

    By Guest AgentM, August 4, 2008
    • 2 replies
    • 1.6k views
    • 
    • GBurns
    • August 4, 2008