401(k) Plans

19,388 topics in this forum

1. 401k electively deferring nonqualified deferred comp payment

   By J Simmons, August 6, 2008
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • August 6, 2008

2. Earnings Allocation - Late Deposits

   By WesleyT, August 5, 2008
   • 4 replies
   • 2.4k views
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   • Bird
   • August 6, 2008

3. negative true-ups?

   By wvbeachgirl, July 7, 2008
   • 4 replies
   • 6.6k views
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   • Bird
   • August 6, 2008

4. Asset Deal with grandfathered service

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

5. timing of employer stock distribution

   By Luis Miguel, July 28, 2008
   • 6 replies
   • 1.6k views
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   • Guest
   • August 5, 2008

6. Highly Compensated Employee Retirement Savings

   By Guest pingilipkr, July 19, 2008
   • 12 replies
   • 3.6k views
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   • masteff
   • August 5, 2008

7. Problem client: wants to retroactively reduce benefits.

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

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

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

9. QSLOB 401(k) Question

   By Guest allisonperry, August 4, 2008
   • 3 replies
   • 4.3k views
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   • JanetM
   • August 4, 2008

10. Excise tax when refunds are done with 1-to-1 QNEC?

    By BG5150, July 30, 2008
    • 5 replies
    • 3.1k views
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    • Guest
    • August 4, 2008

11. excise tax calculation wrong

    By Kimberly S, August 4, 2008
    • 2 replies
    • 1.2k views
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    • Kimberly S
    • August 4, 2008

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

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

13. Statute of Limitation on ADP/ACP testing?

    By CJS07, August 1, 2008
    • 1 reply
    • 1.3k views
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    • Guest
    • August 1, 2008

14. Safe Harbor Plan

    By John Feldt ERPA CPC QPA, July 29, 2008
    • 7 replies
    • 2k views
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    • justatester
    • August 1, 2008

15. Rollover from International Plan

    By Guest Mst Shake, July 29, 2008
    • 4 replies
    • 5.3k views
    • 
    • Appleby
    • August 1, 2008

16. Hardship Withdrawal

    By J2D2, August 1, 2008
    • 2 replies
    • 6.3k views
    • 
    • masteff
    • August 1, 2008

17. 415 Excess Plans using Oracle HR

    By Guest dan_forbes, August 1, 2008
    • 0 replies
    • 1k views
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    • Guest
    • August 1, 2008

18. Stock Attirbution

    By K-t-F, July 30, 2008
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • July 30, 2008

19. New 5307 Form

    By Guest igglesfan, July 30, 2008
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • July 30, 2008

20. 401k plan Investments

    By Gary, July 24, 2008
    • 4 replies
    • 1.6k views
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    • JanetM
    • July 28, 2008

21. When are employer contributions considered taxable for FICA/Med?

    By Guest jrschmid, July 22, 2008
    • 5 replies
    • 9.9k views
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    • Don Levit
    • July 28, 2008

22. EACA and Existing Participants

    By Guest lgm, July 25, 2008
    • 5 replies
    • 4.1k views
    • 
    • Guest
    • July 28, 2008

23. Plan Year Different from Corporate Year

    By DP, July 24, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 26, 2008

24. Unauthorized Withdrawal

    By Guest notapensiongeek, July 25, 2008
    • 3 replies
    • 2.1k views
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    • J Simmons
    • July 25, 2008

25. two plans - violate 402g

    By Earl, July 25, 2008
    • 2 replies
    • 1.4k views
    • 
    • Earl
    • July 25, 2008

26. OCPP

    By ERISA1, July 24, 2008
    • 11 replies
    • 2.4k views
    • 
    • Mike Preston
    • July 25, 2008

27. Rollover/conversion to Roth 401K?

    By Guest tschotland, July 24, 2008
    • 3 replies
    • 1.6k views
    • 
    • masteff
    • July 25, 2008

28. Exclude HCEs from SH

    By abanky, July 24, 2008
    • 2 replies
    • 1.2k views
    • 
    • buckaroo
    • July 24, 2008

29. Asset acquisition

    By fiona1, July 21, 2008
    • 5 replies
    • 2.5k views
    • 
    • fiona1
    • July 24, 2008

30. Catch-Up Contributions

    By Guest mingblue, July 23, 2008
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 23, 2008

31. Change ADP/ACP testing in mid-year

    By Guest Sieve, July 22, 2008
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • July 23, 2008

32. ADP Test Failure

    By Guest Buzzman, July 18, 2008
    • 11 replies
    • 4.3k views
    • 
    • Guest
    • July 23, 2008

33. Fringe benefit?

    By PMC, July 22, 2008
    • 4 replies
    • 2k views
    • 
    • Lori Friedman
    • July 22, 2008

34. ADP/ACP testing

    By Guest KRS401k, July 22, 2008
    • 1 reply
    • 983 views
    • 
    • Kimberly S
    • July 22, 2008

35. Safe Harbor NEC -- Compensation

    By Guest SWH, July 22, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 22, 2008

36. lost salary deferral agreements

    By k man, July 21, 2008
    • 5 replies
    • 1.2k views
    • 
    • JanetM
    • July 22, 2008

37. Employer Securities Limit in 401(k) Plan

    By KateSmithPA, July 18, 2008
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • July 19, 2008

38. Non elective contribution

    By Gary, July 17, 2008
    • 4 replies
    • 2.6k views
    • 
    • Gary
    • July 18, 2008

39. hardship - proving need to buy a house?

    By AlbanyConsultant, July 17, 2008
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • July 17, 2008

40. 401(k) and Fund Pricing Error

    By Guest shelterps, July 17, 2008
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • July 17, 2008

41. employer specified statute of limitations

    By Guest FDM, July 16, 2008
    • 3 replies
    • 1.7k views
    • 
    • Everett Moreland
    • July 17, 2008

42. Off Cycle Determination Letter application

    By Guest hyper800, July 17, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 17, 2008

43. Failure to Offer Enrollment to Eligible Employees

    By Guest Buzzman, July 16, 2008
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 16, 2008

44. Offering plan to corporation under common control

    By Guest Buzzman, July 11, 2008
    • 13 replies
    • 2.6k views
    • 
    • Guest
    • July 16, 2008

45. Roth IRA's

    By MBCarey, July 16, 2008
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • July 16, 2008

46. merger situation

    By Kimberly S, July 15, 2008
    • 3 replies
    • 1.3k views
    • 
    • JanetM
    • July 16, 2008

47. ADP tests and Top Heavy

    By Guest CAG1, July 14, 2008
    • 11 replies
    • 2.9k views
    • 
    • Guest
    • July 16, 2008

48. Categories of participants?

    By Guest 410b, July 15, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • July 15, 2008

49. Hardship Educational Expenses

    By PFranckowiak, July 15, 2008
    • 3 replies
    • 6.2k views
    • 
    • masteff
    • July 15, 2008

50. Deferrals upon rehire

    By Guest caseyb, July 7, 2008
    • 19 replies
    • 7.1k views
    • 
    • Guest
    • July 15, 2008