401(k) Plans

19,451 topics in this forum

1. IRS Notice 2008-13

   By R. Butler, August 13, 2008
   • 1 reply
   • 1.9k views
   • 
   • Tom Poje
   • August 13, 2008

2. Reinstate fofeitured balance upon rehire

   By Guest Lisak, August 12, 2008
   • 4 replies
   • 2.8k views
   • 
   • Tom Poje
   • August 13, 2008

3. merger question

   By Earl, August 12, 2008
   • 10 replies
   • 3.4k views
   • 
   • Guest
   • August 13, 2008

4. no enrollment foms

   By Jim Chad, August 12, 2008
   • 2 replies
   • 1.2k views
   • 
   • Jim Chad
   • August 12, 2008

5. Hardship Distributions

   By J Simmons, August 11, 2008
   • 4 replies
   • 1.5k views
   • 
   • masteff
   • August 12, 2008

6. Safe Harbor Non Elective

   By Lori H, August 8, 2008
   • 7 replies
   • 2.5k views
   • 
   • BG5150
   • August 11, 2008

7. Post Severance Compensation

   By Gilmore, August 7, 2008
   • 4 replies
   • 1.9k views
   • 
   • Gilmore
   • August 9, 2008

8. Non-Spousal Rollover

   By blue, August 8, 2008
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • August 9, 2008

9. Nondiscrim and Controlled Group

   By Randy Watson, August 7, 2008
   • 7 replies
   • 3.4k views
   • 
   • Randy Watson
   • August 8, 2008

10. Merging of 401k Plans...

    By Guest GrndLkNatv, August 7, 2008
    • 6 replies
    • 2.2k views
    • 
    • david rigby
    • August 8, 2008

11. Catch up contribution review

    By Guest DCquestioner, August 7, 2008
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • August 7, 2008

12. IRA Rollover into a 401(k) Plan

    By Alex Daisy, August 6, 2008
    • 4 replies
    • 2k views
    • 
    • Guest
    • August 6, 2008

13. Non US Citzen Non-Spouse Beneficiary

    By Guest glhotdog, August 6, 2008
    • 4 replies
    • 5k views
    • 
    • GMK
    • August 6, 2008

14. 401k electively deferring nonqualified deferred comp payment

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

15. Earnings Allocation - Late Deposits

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

16. negative true-ups?

    By wvbeachgirl, July 7, 2008
    • 4 replies
    • 6.8k views
    • 
    • Bird
    • August 6, 2008

17. Asset Deal with grandfathered service

    By Guest Lee68, August 6, 2008
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • August 6, 2008

18. timing of employer stock distribution

    By Luis Miguel, July 28, 2008
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • August 5, 2008

19. Highly Compensated Employee Retirement Savings

    By Guest pingilipkr, July 19, 2008
    • 12 replies
    • 3.7k views
    • 
    • masteff
    • August 5, 2008

20. Problem client: wants to retroactively reduce benefits.

    By Lori H, August 4, 2008
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • August 5, 2008

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

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

22. QSLOB 401(k) Question

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

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

    By BG5150, July 30, 2008
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • August 4, 2008

24. excise tax calculation wrong

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

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

    By Guest AgentM, August 4, 2008
    • 2 replies
    • 1.7k views
    • 
    • GBurns
    • August 4, 2008

26. Statute of Limitation on ADP/ACP testing?

    By CJS07, August 1, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 1, 2008

27. Safe Harbor Plan

    By John Feldt ERPA CPC QPA, July 29, 2008
    • 7 replies
    • 2.1k views
    • 
    • justatester
    • August 1, 2008

28. Rollover from International Plan

    By Guest Mst Shake, July 29, 2008
    • 4 replies
    • 5.5k views
    • 
    • Appleby
    • August 1, 2008

29. Hardship Withdrawal

    By J2D2, August 1, 2008
    • 2 replies
    • 6.4k views
    • 
    • masteff
    • August 1, 2008

30. 415 Excess Plans using Oracle HR

    By Guest dan_forbes, August 1, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 1, 2008

31. Stock Attirbution

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

32. New 5307 Form

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

33. 401k plan Investments

    By Gary, July 24, 2008
    • 4 replies
    • 1.7k views
    • 
    • JanetM
    • July 28, 2008

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

    By Guest jrschmid, July 22, 2008
    • 5 replies
    • 10.1k views
    • 
    • Don Levit
    • July 28, 2008

35. EACA and Existing Participants

    By Guest lgm, July 25, 2008
    • 5 replies
    • 4.3k views
    • 
    • Guest
    • July 28, 2008

36. Plan Year Different from Corporate Year

    By DP, July 24, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 26, 2008

37. Unauthorized Withdrawal

    By Guest notapensiongeek, July 25, 2008
    • 3 replies
    • 2.2k views
    • 
    • J Simmons
    • July 25, 2008

38. two plans - violate 402g

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

39. OCPP

    By ERISA1, July 24, 2008
    • 11 replies
    • 2.5k views
    • 
    • Mike Preston
    • July 25, 2008

40. Rollover/conversion to Roth 401K?

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

41. Exclude HCEs from SH

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

42. Asset acquisition

    By fiona1, July 21, 2008
    • 5 replies
    • 2.6k views
    • 
    • fiona1
    • July 24, 2008

43. Catch-Up Contributions

    By Guest mingblue, July 23, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • July 23, 2008

44. Change ADP/ACP testing in mid-year

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

45. ADP Test Failure

    By Guest Buzzman, July 18, 2008
    • 11 replies
    • 4.5k views
    • 
    • Guest
    • July 23, 2008

46. Fringe benefit?

    By PMC, July 22, 2008
    • 4 replies
    • 2.1k views
    • 
    • Lori Friedman
    • July 22, 2008

47. ADP/ACP testing

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

48. Safe Harbor NEC -- Compensation

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

49. lost salary deferral agreements

    By k man, July 21, 2008
    • 5 replies
    • 1.3k views
    • 
    • JanetM
    • July 22, 2008

50. Employer Securities Limit in 401(k) Plan

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