401(k) Plans

19,385 topics in this forum

1. Are these amounts included in ACP test for the HCE

   By jkharvey, July 11, 2008
   • 6 replies
   • 3.3k views
   • 
   • fiona1
   • July 14, 2008

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

   By Guest 410b, July 2, 2008
   • 74 replies
   • 14.9k views
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   • Kimberly S
   • July 14, 2008

3. additonal safe harbor employer contribution

   By LIBERTYKID, July 11, 2008
   • 2 replies
   • 1.1k views
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   • Guest
   • July 11, 2008

4. Top-Paid Election Merger

   By Guest m2b2, July 10, 2008
   • 1 reply
   • 1.4k views
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   • Guest
   • July 10, 2008

5. Salary Reduced Due To Top Heavy Payment

   By Guest matt2002, February 13, 2002
   • 22 replies
   • 4.2k views
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   • EGB
   • July 10, 2008

6. Allowing beneficiary to direct investment.

   By FundeK, January 14, 2004
   • 8 replies
   • 1.8k views
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   • BG5150
   • July 10, 2008

7. Deferrals for a deceased participant?

   By jkharvey, July 10, 2008
   • 1 reply
   • 1.3k views
   • 
   • rcline46
   • July 10, 2008

8. Signing Bonus / Section 415 Compensation

   By Gruegen, July 7, 2008
   • 3 replies
   • 4.7k views
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   • Guest
   • July 9, 2008

9. Employee contributions treated as Employer Contribs

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

10. Distribution of Rollover Contribution

    By Stash026, July 9, 2008
    • 3 replies
    • 1.1k views
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    • Guest
    • July 9, 2008

11. rollover from SEP IRA to 401k plan

    By alexa, July 8, 2008
    • 3 replies
    • 1.2k views
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    • alexa
    • July 9, 2008

12. Converting money purchase plan to 401(k)

    By Guest Jill41402, May 28, 2008
    • 15 replies
    • 5.9k views
    • 
    • Guest
    • July 8, 2008

13. Post-severance compensation and deferrals

    By Guest tmills, July 3, 2008
    • 3 replies
    • 6.2k views
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    • Guest
    • July 8, 2008

14. Rollover for new loan to pay off prior loan

    By Guest Pecos, June 26, 2008
    • 14 replies
    • 8.4k views
    • 
    • Guest
    • July 8, 2008

15. Plan Term

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

16. Late deferral excise tax - deductible?

    By PAL, July 1, 2008
    • 1 reply
    • 4.1k views
    • 
    • BeckyMiller
    • July 3, 2008

17. Hardship provisions...which do you use?

    By Jim Chad, May 6, 2008
    • 10 replies
    • 2.9k views
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    • Guest
    • July 2, 2008

18. max ellgibility for Safe Harbor

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

19. Two years no claim for 401K

    By Guest dulan, June 27, 2008
    • 4 replies
    • 1.7k views
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    • david rigby
    • June 27, 2008

20. Employer withholding 401K info

    By Guest mel63129, June 25, 2008
    • 7 replies
    • 3.6k views
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    • BG5150
    • June 27, 2008

21. Match forfeiture different than nonelective forfeiture

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

22. File Retention

    By Guest bernverd, June 5, 2008
    • 13 replies
    • 2.9k views
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    • Guest
    • June 25, 2008

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

    By Flight33, June 24, 2008
    • 7 replies
    • 4.2k views
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    • masteff
    • June 25, 2008

24. Plan imposed limits and catch-up

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

25. Erisa Bond

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

26. 72(p) Question

    By Guest meeh3704, June 18, 2008
    • 10 replies
    • 3.2k views
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    • Guest
    • June 23, 2008

27. Employees Opted Out

    By Guest mikeboard, June 19, 2008
    • 13 replies
    • 3.6k views
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    • austin3515
    • June 23, 2008

28. Exclude catagories of NHCEs from Safe Harbor

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

29. Hardships with Multiple plans

    By Guest Powers, June 20, 2008
    • 4 replies
    • 1.7k views
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    • masteff
    • June 20, 2008

30. VFCP -- several transactions treated as one

    By Flight33, June 20, 2008
    • 0 replies
    • 1k views
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    • Flight33
    • June 20, 2008

31. Forfeitures

    By Guest PGH.ERISA, June 20, 2008
    • 1 reply
    • 1.1k views
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    • Kimberly S
    • June 20, 2008

32. Company Stock in a401(k) Plan

    By LCARUSI, October 2, 1998
    • 22 replies
    • 7.6k views
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    • 401 Chaos
    • June 20, 2008

33. Roth Salary Deferral Instructions Not Followed

    By BeanCounterBlues, June 18, 2008
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • June 19, 2008

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

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

35. elementary vesting question

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

36. 401k deferral while on disability

    By Guest hitt24, June 16, 2008
    • 5 replies
    • 6.2k views
    • 
    • davef
    • June 18, 2008

37. Loan repayments from Severance pay

    By Guest Lisak, June 18, 2008
    • 3 replies
    • 2.7k views
    • 
    • JanetM
    • June 18, 2008

38. Timing of contribution submissions

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

39. HCE and Catch-up

    By Guest think2much, December 8, 2007
    • 12 replies
    • 3.2k views
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    • MoShawn
    • June 18, 2008

40. Amend Vesting

    By John Feldt ERPA CPC QPA, June 10, 2008
    • 20 replies
    • 3k views
    • 
    • Kimberly S
    • June 16, 2008

41. Consulting Firm Question

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

42. Off Calendar Catch-Ups - SOLUTION!

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

43. Plan Amendment

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

44. Land in profit sharing plan sold

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

45. Loan Default

    By Guest andmik, June 6, 2008
    • 16 replies
    • 4.6k views
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    • BG5150
    • June 13, 2008

46. Davis Bacon EE contributions?

    By Guest Green92, May 12, 2008
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • June 13, 2008

47. EACA - automatic enrollment

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

48. Controlled Group/Multiple ER Group - SH Spinoff

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

49. SH and Dual Eligibilty for Dummies

    By Guest bariww, June 11, 2008
    • 4 replies
    • 3.2k views
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    • pmacduff
    • June 12, 2008

50. 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