401(k) Plans

19,321 topics in this forum

1. Tiered Match - failing BRF

   By Tinman, March 11, 2008
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • March 12, 2008

2. Otherwise excludables and safe harbor

   By rlb64, March 11, 2008
   • 1 reply
   • 1.2k views
   • 
   • Tom Poje
   • March 12, 2008

3. Safe Harbor Plan with only the owners deferring

   By Guest EPS2, March 11, 2008
   • 1 reply
   • 1k views
   • 
   • Kimberly S
   • March 11, 2008

4. 401k Roth refund - taxable portion < $100

   By legort69, February 29, 2008
   • 1 reply
   • 1.1k views
   • 
   • dcoderre
   • March 11, 2008

5. Safe-Harbor + Top-heavy

   By Lou S., March 10, 2008
   • 3 replies
   • 2.2k views
   • 
   • John Feldt ERPA CPC QPA
   • March 11, 2008

6. 414(s) compensation vs. 415(c)(3) compensation

   By jlea, March 9, 2008
   • 6 replies
   • 10.7k views
   • 
   • zimbo
   • March 10, 2008

7. top heavy when amending out of safe harbor

   By Kimberly S, March 10, 2008
   • 1 reply
   • 997 views
   • 
   • Tom Poje
   • March 10, 2008

8. SH Match - Calling Tom Poje

   By Blinky the 3-eyed Fish, February 27, 2008
   • 7 replies
   • 2.1k views
   • 
   • austin3515
   • March 9, 2008

9. Excluded Employee Makes Salary Deferrals

   By Dougsbpc, March 6, 2008
   • 1 reply
   • 1.3k views
   • 
   • J Simmons
   • March 9, 2008

10. Replacement Plan

    By Gary, March 7, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 8, 2008

11. Off Calendar Year Catch-Up Contributions 1 2

    By buckaroo, September 20, 2007
    • 70 replies
    • 11.8k views
    • 
    • Kevin C
    • March 7, 2008

12. Last Day Rule

    By CJS07, March 6, 2008
    • 10 replies
    • 3.4k views
    • 
    • Tom Poje
    • March 7, 2008

13. ADP Refunds for Fiscal Year Plans

    By Guest swanson, March 6, 2008
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 7, 2008

14. Removal of TRustee - Board Resoltion

    By austin3515, March 6, 2008
    • 3 replies
    • 2.4k views
    • 
    • austin3515
    • March 7, 2008

15. Top Heavy Defined COntribution Plan

    By Gary, March 5, 2008
    • 2 replies
    • 1.4k views
    • 
    • Gary
    • March 6, 2008

16. Question about the immediate entry if hired by date feature

    By jkharvey, March 6, 2008
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • March 6, 2008

17. Distribution Fees charged to HCE for ADP Refund

    By Guest KAGrist, March 5, 2008
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • March 5, 2008

18. Roll out, pay tax, roll back in?

    By Lori H, March 3, 2008
    • 6 replies
    • 2.3k views
    • 
    • rcline46
    • March 5, 2008

19. Safe Harbor 3% Nonelective with Additional Match

    By Guest allisonperry, March 4, 2008
    • 6 replies
    • 5.4k views
    • 
    • Tom Poje
    • March 5, 2008

20. Automatic Escalation

    By Guest Lori Dillingham, February 29, 2008
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • March 5, 2008

21. rehire of former employee

    By lexi, February 28, 2008
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • March 4, 2008

22. Catchup reclass

    By Guest Jeff Weber, March 3, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 4, 2008

23. Form 5500 Participant Report Line 7b or 7c

    By Madison71, March 3, 2008
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • March 4, 2008

24. Safe Harbor Contributions Not made

    By Guest SWH, March 1, 2008
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 3, 2008

25. Shifting - No Match in Prior Year

    By KateSmithPA, February 28, 2008
    • 7 replies
    • 2k views
    • 
    • Tom Poje
    • March 3, 2008

26. Gap Period Loss

    By CJS07, February 29, 2008
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • March 1, 2008

27. 401k Plan

    By Guest Lindee, February 29, 2008
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • February 29, 2008

28. 401K LOAN

    By Guest JILL SZ, February 28, 2008
    • 1 reply
    • 979 views
    • 
    • david rigby
    • February 28, 2008

29. Plan Fees paid by Employer/Plan Sponsor

    By MarZDoates, February 28, 2008
    • 0 replies
    • 977 views
    • 
    • MarZDoates
    • February 28, 2008

30. Same Desk Rule

    By Guest Pat Metallic, February 27, 2008
    • 1 reply
    • 5.3k views
    • 
    • Belgarath
    • February 28, 2008

31. true up for short plan year

    By Guest Benefitsrock, February 27, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 27, 2008

32. Safe Harbor Discontinuation

    By Guest korchnoy, February 26, 2008
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • February 27, 2008

33. Past Service

    By k man, February 26, 2008
    • 8 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 27, 2008

34. Partners and ADP/ACP Testing

    By DTH, February 26, 2008
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 27, 2008

35. Title I Plan?

    By Guest notapensiongeek, February 26, 2008
    • 3 replies
    • 1k views
    • 
    • Guest
    • February 26, 2008

36. retroactive amendment

    By K2retire, February 21, 2008
    • 11 replies
    • 2.5k views
    • 
    • K2retire
    • February 26, 2008

37. PS Cont. Allocation-signed document and unsigned restatement

    By Guest Emily 401(k), February 25, 2008
    • 2 replies
    • 1.1k views
    • 
    • Kimberly S
    • February 25, 2008

38. Multiple ER question

    By fiona1, February 22, 2008
    • 3 replies
    • 1.8k views
    • 
    • Below Ground
    • February 25, 2008

39. Aggregation of SH 401(k) Plan and non SH 401(k) Plan

    By smm, February 22, 2008
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 22, 2008

40. Federal withholding - how to correct?

    By SFSD, February 20, 2008
    • 11 replies
    • 3.1k views
    • 
    • SFSD
    • February 22, 2008

41. Limiting EACAs to New Participants

    By dcoderre, January 24, 2008
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • February 22, 2008

42. Retrocative Plan Amendments

    By k man, February 22, 2008
    • 2 replies
    • 1.1k views
    • 
    • k man
    • February 22, 2008

43. Harship suspension and testing compensation

    By Guest andmik, February 21, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • February 21, 2008

44. What Entry Dates - Early Participation vs. Disaggregation

    By smm, January 15, 2008
    • 5 replies
    • 2k views
    • 
    • Kevin C
    • February 21, 2008

45. ACA, EACA, QACA

    By PMC, December 18, 2007
    • 2 replies
    • 10.9k views
    • 
    • Guest
    • February 19, 2008

46. QDRO Accrued Benefit

    By DTH, February 18, 2008
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • February 19, 2008

47. ADP refund without 1099-R

    By Guest ladycpa2, February 18, 2008
    • 3 replies
    • 4.1k views
    • 
    • 401_4_ever
    • February 19, 2008

48. Final 415 Regs' Post-Severance Comp -

    By rocknrolls2, February 15, 2008
    • 3 replies
    • 1.8k views
    • 
    • ak2ary
    • February 18, 2008

49. Deferrals not withheld

    By Bird, February 14, 2008
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • February 18, 2008

50. HCE in MEP

    By J Simmons, February 16, 2008
    • 1 reply
    • 1.5k views
    • 
    • Below Ground
    • February 17, 2008