401(k) Plans

19,276 topics in this forum

1. Employee contributions treated as Employer Contribs

   By Guest CJA, July 9, 2008
   • 3 replies
   • 1.5k views
   • 
   • buckaroo
   • July 9, 2008

2. rollover from SEP IRA to 401k plan

   By alexa, July 8, 2008
   • 3 replies
   • 1.1k views
   • 
   • alexa
   • July 9, 2008

3. Deferrals upon rehire

   By Guest caseyb, July 7, 2008
   • 19 replies
   • 6.8k views
   • 
   • Guest
   • July 15, 2008

4. negative true-ups?

   By wvbeachgirl, July 7, 2008
   • 4 replies
   • 6.5k views
   • 
   • Bird
   • August 6, 2008

5. Signing Bonus / Section 415 Compensation

   By Gruegen, July 7, 2008
   • 3 replies
   • 4.4k views
   • 
   • Guest
   • July 9, 2008

6. Post-severance compensation and deferrals

   By Guest tmills, July 3, 2008
   • 3 replies
   • 5.9k views
   • 
   • Guest
   • July 8, 2008

7. Is this exclusion of NHCEs for ADP test legitimate? 1 2

   By Guest 410b, July 2, 2008
   • 74 replies
   • 14.5k views
   • 
   • Kimberly S
   • July 14, 2008

8. Cross Testing & Failing ADP Test & Otherwise Excludable

   By Guest SuzieQNEC, July 2, 2008
   • 6 replies
   • 3.2k views
   • 
   • Tom Poje
   • February 20, 2009

9. Late deferral excise tax - deductible?

   By PAL, July 1, 2008
   • 1 reply
   • 4k views
   • 
   • BeckyMiller
   • July 3, 2008

10. Plan Term

    By Guest Rutager, July 1, 2008
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • July 7, 2008

11. max ellgibility for Safe Harbor

    By Guest Big Al, June 30, 2008
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • July 1, 2008

12. Two years no claim for 401K

    By Guest dulan, June 27, 2008
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • June 27, 2008

13. Rollover for new loan to pay off prior loan

    By Guest Pecos, June 26, 2008
    • 14 replies
    • 6.2k views
    • 
    • Guest
    • July 8, 2008

14. Match forfeiture different than nonelective forfeiture

    By Jim Chad, June 26, 2008
    • 2 replies
    • 1.7k views
    • 
    • J Simmons
    • June 26, 2008

15. Employer withholding 401K info

    By Guest mel63129, June 25, 2008
    • 7 replies
    • 3.5k views
    • 
    • BG5150
    • June 27, 2008

16. Conflict b/w hardship withdrawal rules and ESPP rules

    By Flight33, June 24, 2008
    • 7 replies
    • 4.1k views
    • 
    • masteff
    • June 25, 2008

17. Plan imposed limits and catch-up

    By MoShawn, June 24, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 24, 2008

18. Erisa Bond

    By PFranckowiak, June 23, 2008
    • 4 replies
    • 1.8k views
    • 
    • Kimberly S
    • June 24, 2008

19. Exclude catagories of NHCEs from Safe Harbor

    By Earl, June 20, 2008
    • 5 replies
    • 3.1k views
    • 
    • J Simmons
    • June 23, 2008

20. VFCP -- several transactions treated as one

    By Flight33, June 20, 2008
    • 0 replies
    • 988 views
    • 
    • Flight33
    • June 20, 2008

21. Hardships with Multiple plans

    By Guest Powers, June 20, 2008
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • June 20, 2008

22. Forfeitures

    By Guest PGH.ERISA, June 20, 2008
    • 1 reply
    • 1k views
    • 
    • Kimberly S
    • June 20, 2008

23. Employees Opted Out

    By Guest mikeboard, June 19, 2008
    • 13 replies
    • 3.5k views
    • 
    • austin3515
    • June 23, 2008

24. elementary vesting question

    By Lori H, June 18, 2008
    • 4 replies
    • 1.7k views
    • 
    • GMK
    • June 19, 2008

25. 72(p) Question

    By Guest meeh3704, June 18, 2008
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • June 23, 2008

26. Roth Salary Deferral Instructions Not Followed

    By BeanCounterBlues, June 18, 2008
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • June 19, 2008

27. Loan repayments from Severance pay

    By Guest Lisak, June 18, 2008
    • 3 replies
    • 2.6k views
    • 
    • JanetM
    • June 18, 2008

28. Timing of contribution submissions

    By Guest LSULLIVAN, June 17, 2008
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • June 18, 2008

29. 401k deferral while on disability

    By Guest hitt24, June 16, 2008
    • 5 replies
    • 6.1k views
    • 
    • davef
    • June 18, 2008

30. Safe Harbor - Per Pay Per Document....But

    By Guest saotampa, June 16, 2008
    • 12 replies
    • 1.7k views
    • 
    • Guest
    • June 19, 2008

31. Consulting Firm Question

    By jstorch, June 16, 2008
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • June 16, 2008

32. Plan Amendment

    By Guest Lee68, June 14, 2008
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • June 14, 2008

33. Land in profit sharing plan sold

    By Pixie, June 13, 2008
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • June 13, 2008

34. Controlled Group/Multiple ER Group - SH Spinoff

    By Tinman, June 12, 2008
    • 2 replies
    • 1.8k views
    • 
    • J Simmons
    • June 13, 2008

35. EACA - automatic enrollment

    By k man, June 12, 2008
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • June 13, 2008

36. Top heavy test for small company

    By Guest fender5150, June 11, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 11, 2008

37. SH 401(k) Plan in an ASG

    By Blinky the 3-eyed Fish, June 11, 2008
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • June 11, 2008

38. SH and Dual Eligibilty for Dummies

    By Guest bariww, June 11, 2008
    • 4 replies
    • 3.1k views
    • 
    • pmacduff
    • June 12, 2008

39. Amend Vesting

    By John Feldt ERPA CPC QPA, June 10, 2008
    • 20 replies
    • 2.9k views
    • 
    • Kimberly S
    • June 16, 2008

40. HCE in an acquired company

    By Chippy, June 10, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • June 11, 2008

41. Owner PS/Match/SHNEC deducted but not deposited

    By Guest notapensiongeek, June 9, 2008
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • June 11, 2008

42. 401k rpoduct/model

    By Guest DU student, June 9, 2008
    • 0 replies
    • 906 views
    • 
    • Guest
    • June 9, 2008

43. offering hedge funds in a 401k

    By Guest xerty, June 8, 2008
    • 8 replies
    • 4.8k views
    • 
    • austin3515
    • February 6, 2013

44. Automatic Enrollment Notices

    By DTH, June 6, 2008
    • 0 replies
    • 1.3k views
    • 
    • DTH
    • June 6, 2008

45. Defer from Maternity pay?

    By MSN, June 6, 2008
    • 4 replies
    • 2k views
    • 
    • Laura Harrington
    • June 9, 2008

46. Off Calendar Catch-Ups - SOLUTION!

    By austin3515, June 6, 2008
    • 4 replies
    • 1.7k views
    • 
    • austin3515
    • June 16, 2008

47. Loan Default

    By Guest andmik, June 6, 2008
    • 16 replies
    • 4.5k views
    • 
    • BG5150
    • June 13, 2008

48. File Retention

    By Guest bernverd, June 5, 2008
    • 13 replies
    • 2.8k views
    • 
    • Guest
    • June 25, 2008

49. EACAs

    By zimbo, June 5, 2008
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • August 25, 2008

50. Corrective distributions on 5500

    By Alex Daisy, June 5, 2008
    • 5 replies
    • 7.1k views
    • 
    • JanetM
    • June 6, 2008