401(k) Plans

19,321 topics in this forum

1. Safe Harbor Match

   By jkdoll2, September 18, 2008
   • 2 replies
   • 1.6k views
   • 
   • Kevin C
   • September 18, 2008

2. QACA Automatic Enrollment Increase

   By DTH, September 17, 2008
   • 2 replies
   • 3.4k views
   • 
   • Guest
   • September 17, 2008

3. Back to Shifting

   By buckaroo, September 17, 2008
   • 11 replies
   • 2.5k views
   • 
   • Tom Poje
   • March 6, 2009

4. Illegal alien and testing

   By Kimberly S, September 17, 2008
   • 3 replies
   • 1.5k views
   • 
   • david rigby
   • September 17, 2008

5. Deferral % or Dollar Amount

   By Guest notapensiongeek, September 17, 2008
   • 4 replies
   • 1.3k views
   • 
   • ERISAnut
   • September 19, 2008

6. Deferral Limit on HCE's

   By Guest scuba80, September 17, 2008
   • 6 replies
   • 2.5k views
   • 
   • Guest
   • September 18, 2008

7. Filing Claim for Refund of PT Excise Tax?

   By Guest ggbrock, September 16, 2008
   • 0 replies
   • 921 views
   • 
   • Guest
   • September 16, 2008

8. moving from common law to leased employee

   By Guest Livia, September 16, 2008
   • 9 replies
   • 3k views
   • 
   • ERISAnut
   • September 18, 2008

9. Dual Eligibility

   By Kimberly S, September 16, 2008
   • 10 replies
   • 3k views
   • 
   • Kimberly S
   • September 23, 2008

10. Conduit IRA for Roth contributions?

    By Guest jims, September 15, 2008
    • 3 replies
    • 4.5k views
    • 
    • jevd
    • September 18, 2008

11. Safe Harbor 401(k) and Modified Compensation Definition

    By buckaroo, September 15, 2008
    • 7 replies
    • 8.7k views
    • 
    • John Feldt ERPA CPC QPA
    • September 16, 2008

12. Mulitple Employer Plans

    By justatester, September 15, 2008
    • 4 replies
    • 1.4k views
    • 
    • QDROphile
    • September 16, 2008

13. Withholding Too Much under Plan's Compsenation Definition

    By Guest ggbrock, September 15, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 15, 2008

14. Determination Letter with VCP

    By Guest meeh3704, September 15, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • September 20, 2008

15. Converstion of 401k to IRA

    By Guest giri, September 14, 2008
    • 3 replies
    • 944 views
    • 
    • ERISAnut
    • September 15, 2008

16. Investment Fiduciary & non-owner W2 employee of plan sponsor?

    By Guest Ohio-RIA, September 13, 2008
    • 1 reply
    • 943 views
    • 
    • ERISAnut
    • September 13, 2008

17. Self Directed Plan

    By Gary, September 12, 2008
    • 16 replies
    • 2.1k views
    • 
    • J Simmons
    • September 15, 2008

18. Definition of Compensation

    By Guest notapensiongeek, September 12, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 12, 2008

19. Safe Harbor Contribution to Selective HCEs

    By Guest mcw, September 11, 2008
    • 6 replies
    • 1.7k views
    • 
    • buckaroo
    • September 16, 2008

20. 5500 problem

    By SRP, September 11, 2008
    • 3 replies
    • 1.2k views
    • 
    • ERISAnut
    • September 12, 2008

21. Participant had deferrals taken in error

    By Guest nynaeve, September 11, 2008
    • 5 replies
    • 1.6k views
    • 
    • Bird
    • September 12, 2008

22. 401(k) Balances into Roth

    By fiona1, September 11, 2008
    • 5 replies
    • 1.2k views
    • 
    • JanetM
    • September 12, 2008

23. Highly Compensated

    By MBCarey, September 11, 2008
    • 8 replies
    • 1.6k views
    • 
    • BG5150
    • October 3, 2008

24. Vesting Schedule and anti Cutback rules

    By Alex Daisy, September 10, 2008
    • 15 replies
    • 11.4k views
    • 
    • 401 Chaos
    • February 16, 2010

25. Is this cutting back a protected benefit?

    By Jim Chad, September 10, 2008
    • 17 replies
    • 3.6k views
    • 
    • Kevin C
    • September 11, 2008

26. Contribution Deadline

    By Guest SuzieQNEC, September 10, 2008
    • 2 replies
    • 1.2k views
    • 
    • ERISAnut
    • September 10, 2008

27. Suspensing Money

    By Guest andmik, September 8, 2008
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • September 12, 2008

28. Plan Design

    By Guest naveen, September 8, 2008
    • 6 replies
    • 1.2k views
    • 
    • GBurns
    • September 9, 2008

29. New Audit requirements for small plans?

    By Guest fender5150, September 6, 2008
    • 11 replies
    • 2.6k views
    • 
    • Bird
    • September 11, 2008

30. Deduction When Plan Year / Tax Year Do Not Coincide

    By Guest notapensiongeek, September 5, 2008
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 8, 2008

31. Contingent Benefit Rule

    By XTitan, September 5, 2008
    • 6 replies
    • 8.7k views
    • 
    • XTitan
    • September 6, 2008

32. 415 excess correction / EPCRS

    By fiona1, September 4, 2008
    • 5 replies
    • 5.7k views
    • 
    • QDROphile
    • December 25, 2008

33. Custodial Account vs. Trust

    By Guest Penelope, September 4, 2008
    • 3 replies
    • 4k views
    • 
    • masteff
    • September 5, 2008

34. Increasing the match mid-year

    By fiona1, September 4, 2008
    • 12 replies
    • 4.5k views
    • 
    • ERISAnut
    • September 5, 2008

35. Revocation of Spousal Consent to Non-Spouse Beneficiary

    By Guest kdddk14, September 3, 2008
    • 1 reply
    • 2k views
    • 
    • masteff
    • September 3, 2008

36. Correction for loan for more than 50% vested balance

    By BG5150, September 2, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 3, 2008

37. Vesting question

    By jkharvey, September 2, 2008
    • 4 replies
    • 1.3k views
    • 
    • J Simmons
    • September 3, 2008

38. Person with comp but zero ELIGIBLE comp in ADP test?

    By BG5150, August 29, 2008
    • 47 replies
    • 9.6k views
    • 
    • QNPG
    • April 13, 2011

39. Employer wants to reduce prior discretionary contrib

    By Guest bevb, August 29, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 29, 2008

40. Old-school after tax vs. ACP Test

    By AlbanyConsultant, August 29, 2008
    • 2 replies
    • 1.5k views
    • 
    • ERISAnut
    • August 29, 2008

41. New EPCRS procedures

    By Kimberly S, August 27, 2008
    • 16 replies
    • 2.4k views
    • 
    • Guest
    • September 3, 2008

42. Coverage-After Tax and Match

    By justatester, August 27, 2008
    • 16 replies
    • 2.7k views
    • 
    • BG5150
    • August 29, 2008

43. Earnings Calc on 415 Excess

    By Guest mac_qka, August 26, 2008
    • 3 replies
    • 1.3k views
    • 
    • ERISAnut
    • August 27, 2008

44. ER Match/BRF Issue

    By Laura Harrington, August 26, 2008
    • 29 replies
    • 7.6k views
    • 
    • Guest
    • September 6, 2008

45. permanent disability

    By Guest Barbshoe02, August 26, 2008
    • 1 reply
    • 1.8k views
    • 
    • ERISAnut
    • August 26, 2008

46. ADP Test for Prevailing Wage Plan

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

47. Dual eligibility on 5 year old plan

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

48. 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

49. 401k SH non-elective contribution

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

50. 401k deferrals and Comp limit

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