401(k) Plans

19,534 topics in this forum

1. timing of employer stock distribution

   By Luis Miguel, July 28, 2008
   • 6 replies
   • 2k views
   • 
   • Guest
   • August 5, 2008

2. Highly Compensated Employee Retirement Savings

   By Guest pingilipkr, July 19, 2008
   • 12 replies
   • 4.3k views
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   • masteff
   • August 5, 2008

3. Problem client: wants to retroactively reduce benefits.

   By Lori H, August 4, 2008
   • 7 replies
   • 1.7k views
   • 
   • Guest
   • August 5, 2008

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

   By Guest EMM118, August 4, 2008
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • August 4, 2008

5. QSLOB 401(k) Question

   By Guest allisonperry, August 4, 2008
   • 3 replies
   • 4.8k views
   • 
   • JanetM
   • August 4, 2008

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

   By BG5150, July 30, 2008
   • 5 replies
   • 3.5k views
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   • Guest
   • August 4, 2008

7. excise tax calculation wrong

   By Kimberly S, August 4, 2008
   • 2 replies
   • 1.4k views
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   • Kimberly S
   • August 4, 2008

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

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

9. Statute of Limitation on ADP/ACP testing?

   By CJS07, August 1, 2008
   • 1 reply
   • 1.6k views
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   • Guest
   • August 1, 2008

10. Safe Harbor Plan

    By John Feldt ERPA CPC QPA, July 29, 2008
    • 7 replies
    • 2.4k views
    • 
    • justatester
    • August 1, 2008

11. Rollover from International Plan

    By Guest Mst Shake, July 29, 2008
    • 4 replies
    • 5.9k views
    • 
    • Appleby
    • August 1, 2008

12. Hardship Withdrawal

    By J2D2, August 1, 2008
    • 2 replies
    • 6.8k views
    • 
    • masteff
    • August 1, 2008

13. 415 Excess Plans using Oracle HR

    By Guest dan_forbes, August 1, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 1, 2008

14. Stock Attirbution

    By Basically, July 30, 2008
    • 2 replies
    • 1.5k views
    • 
    • GBurns
    • July 30, 2008

15. New 5307 Form

    By Guest igglesfan, July 30, 2008
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • July 30, 2008

16. 401k plan Investments

    By Gary, July 24, 2008
    • 4 replies
    • 1.9k views
    • 
    • JanetM
    • July 28, 2008

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

    By Guest jrschmid, July 22, 2008
    • 5 replies
    • 10.4k views
    • 
    • Don Levit
    • July 28, 2008

18. EACA and Existing Participants

    By Guest lgm, July 25, 2008
    • 5 replies
    • 4.7k views
    • 
    • Guest
    • July 28, 2008

19. Plan Year Different from Corporate Year

    By DP, July 24, 2008
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • July 26, 2008

20. Unauthorized Withdrawal

    By Guest notapensiongeek, July 25, 2008
    • 3 replies
    • 2.5k views
    • 
    • J Simmons
    • July 25, 2008

21. two plans - violate 402g

    By Earl, July 25, 2008
    • 2 replies
    • 1.6k views
    • 
    • Earl
    • July 25, 2008

22. OCPP

    By ERISA1, July 24, 2008
    • 11 replies
    • 3k views
    • 
    • Mike Preston
    • July 25, 2008

23. Rollover/conversion to Roth 401K?

    By Guest tschotland, July 24, 2008
    • 3 replies
    • 1.9k views
    • 
    • masteff
    • July 25, 2008

24. Exclude HCEs from SH

    By abanky, July 24, 2008
    • 2 replies
    • 1.4k views
    • 
    • buckaroo
    • July 24, 2008

25. Asset acquisition

    By fiona1, July 21, 2008
    • 5 replies
    • 3.1k views
    • 
    • fiona1
    • July 24, 2008

26. Catch-Up Contributions

    By Guest mingblue, July 23, 2008
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 23, 2008

27. Change ADP/ACP testing in mid-year

    By Guest Sieve, July 22, 2008
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • July 23, 2008

28. ADP Test Failure

    By Guest Buzzman, July 18, 2008
    • 11 replies
    • 5k views
    • 
    • Guest
    • July 23, 2008

29. Fringe benefit?

    By PMC, July 22, 2008
    • 4 replies
    • 2.4k views
    • 
    • Lori Friedman
    • July 22, 2008

30. ADP/ACP testing

    By Guest KRS401k, July 22, 2008
    • 1 reply
    • 1.3k views
    • 
    • Kimberly S
    • July 22, 2008

31. Safe Harbor NEC -- Compensation

    By Guest SWH, July 22, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 22, 2008

32. lost salary deferral agreements

    By k man, July 21, 2008
    • 5 replies
    • 1.5k views
    • 
    • JanetM
    • July 22, 2008

33. Employer Securities Limit in 401(k) Plan

    By KateSmithPA, July 18, 2008
    • 1 reply
    • 2k views
    • 
    • Guest
    • July 19, 2008

34. Non elective contribution

    By Gary, July 17, 2008
    • 4 replies
    • 2.9k views
    • 
    • Gary
    • July 18, 2008

35. hardship - proving need to buy a house?

    By AlbanyConsultant, July 17, 2008
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • July 17, 2008

36. 401(k) and Fund Pricing Error

    By Guest shelterps, July 17, 2008
    • 2 replies
    • 1.7k views
    • 
    • Bill Presson
    • July 17, 2008

37. employer specified statute of limitations

    By Guest FDM, July 16, 2008
    • 3 replies
    • 2.1k views
    • 
    • Everett Moreland
    • July 17, 2008

38. Off Cycle Determination Letter application

    By Guest hyper800, July 17, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 17, 2008

39. Failure to Offer Enrollment to Eligible Employees

    By Guest Buzzman, July 16, 2008
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 16, 2008

40. Offering plan to corporation under common control

    By Guest Buzzman, July 11, 2008
    • 13 replies
    • 3k views
    • 
    • Guest
    • July 16, 2008

41. Roth IRA's

    By MBCarey, July 16, 2008
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • July 16, 2008

42. merger situation

    By Kimberly S, July 15, 2008
    • 3 replies
    • 1.6k views
    • 
    • JanetM
    • July 16, 2008

43. ADP tests and Top Heavy

    By Guest CAG1, July 14, 2008
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • July 16, 2008

44. Categories of participants?

    By Guest 410b, July 15, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • July 15, 2008

45. Hardship Educational Expenses

    By PFranckowiak, July 15, 2008
    • 3 replies
    • 7.6k views
    • 
    • masteff
    • July 15, 2008

46. Deferrals upon rehire

    By Guest caseyb, July 7, 2008
    • 19 replies
    • 7.9k views
    • 
    • Guest
    • July 15, 2008

47. 401(k) Disclosure

    By Guest Jack19, July 11, 2008
    • 5 replies
    • 1.8k views
    • 
    • JanetM
    • July 15, 2008

48. tax implication of selling a non (or under performing) stock or fund

    By Guest richreeve, July 15, 2008
    • 2 replies
    • 2.2k views
    • 
    • Bird
    • July 15, 2008

49. party in interest?

    By Pension Panda, July 14, 2008
    • 2 replies
    • 1.9k views
    • 
    • Pension Panda
    • July 15, 2008

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

    By jkharvey, July 11, 2008
    • 6 replies
    • 3.6k views
    • 
    • fiona1
    • July 14, 2008