401(k) Plans

19,275 topics in this forum

1. ADP refund without 1099-R

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

2. Final 415 Regs' Post-Severance Comp -

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

3. Deferrals not withheld

   By Bird, February 14, 2008
   • 2 replies
   • 1.6k views
   • 
   • Bird
   • February 18, 2008

4. HCE in MEP

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

5. ER Match with Last Day feature

   By Alex Daisy, February 15, 2008
   • 1 reply
   • 1k views
   • 
   • Below Ground
   • February 15, 2008

6. Employer won't contribute pre-tax from bonus?

   By Guest goddude, February 15, 2008
   • 4 replies
   • 3.9k views
   • 
   • masteff
   • February 15, 2008

7. Can I set up a plan now, and make a 2007 contribution?

   By Guest fender5150, February 15, 2008
   • 5 replies
   • 1.1k views
   • 
   • Guest
   • February 15, 2008

8. PPA regarding Investment Diversification

   By Guest LSULLIVAN, February 15, 2008
   • 1 reply
   • 933 views
   • 
   • david rigby
   • February 15, 2008

9. Surgical Ctrs exempted from ASG definition?

   By MSN, February 11, 2008
   • 5 replies
   • 1.4k views
   • 
   • Jim Norman
   • February 15, 2008

10. Excess Contributions and the related Match

    By msmith, January 18, 2008
    • 14 replies
    • 2.8k views
    • 
    • Below Ground
    • February 14, 2008

11. Rollover Roth 401k to Roth IRA before 5 yrs?

    By Guest cj0nz, February 14, 2008
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • February 14, 2008

12. HCE Determination After Spinoff

    By Just Me, February 12, 2008
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • February 14, 2008

13. 401k Safe Harbor Compensation Definition

    By Guest Betsy Oakey, February 13, 2008
    • 2 replies
    • 1.3k views
    • 
    • Kimberly S
    • February 13, 2008

14. solo 401k add wife in family business

    By Guest weprin, February 13, 2008
    • 3 replies
    • 1.9k views
    • 
    • Bird
    • February 13, 2008

15. Transfer Contribution from Cafeteria Plan

    By Guest KennyH, February 13, 2008
    • 0 replies
    • 991 views
    • 
    • Guest
    • February 13, 2008

16. Mandatory Match for Catch Up Contribs?

    By Guest ResearchGirl, February 12, 2008
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • February 12, 2008

17. Roth Contributions and Failed ADP test

    By blue, February 12, 2008
    • 2 replies
    • 1.9k views
    • 
    • austin3515
    • February 12, 2008

18. Deferrals from Compensation over the limit

    By Guest HRAdvisor, January 3, 2008
    • 9 replies
    • 3.3k views
    • 
    • Bird
    • February 11, 2008

19. terminating safe harbor plan with employer contributions

    By LIBERTYKID, February 7, 2008
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 8, 2008

20. IRS deleting trust EINs

    By Kimberly S, February 7, 2008
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 8, 2008

21. QNEC question

    By BG5150, February 6, 2008
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • February 7, 2008

22. Correcting now (or not) for overcontribution in prior year

    By Guest SuzieQNEC, February 4, 2008
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • February 7, 2008

23. CODA

    By John Feldt ERPA CPC QPA, February 7, 2008
    • 0 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 7, 2008

24. Benefit Election Forms

    By Below Ground, February 6, 2008
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • February 7, 2008

25. Safe Harbor Nonelective with additional Employer Profit Sharing

    By PMC, February 6, 2008
    • 0 replies
    • 1.4k views
    • 
    • PMC
    • February 6, 2008

26. QNEC to fix failed ADP

    By Guest EPS2, February 5, 2008
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • February 6, 2008

27. Failed ADP Test - QNECs - Terminated EEs

    By Guest Ted Kowalchuk, CFP, CFS,, August 16, 2006
    • 4 replies
    • 4.2k views
    • 
    • rcline46
    • February 6, 2008

28. Capping Discretionary Matching Contributions

    By Guest Shaps, February 5, 2008
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • February 6, 2008

29. Failure to make employer contribution deposit

    By Guest 401kadmin, February 5, 2008
    • 3 replies
    • 2.1k views
    • 
    • Kimberly S
    • February 5, 2008

30. Safe Harbor Plan Termination Short Plan Year

    By Guest SRH, February 5, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 5, 2008

31. SHNE - Eligible Participants

    By Guest saotampa, February 5, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 5, 2008

32. Safe Harbor Nonelective retroactive to Jan 1

    By AKconsult, February 5, 2008
    • 1 reply
    • 956 views
    • 
    • Kimberly S
    • February 5, 2008

33. Balance Forward 401(k)

    By Guest Achilles, February 4, 2008
    • 6 replies
    • 3.2k views
    • 
    • Kimberly S
    • February 5, 2008

34. PPA Pooled Account Disclosures

    By austin3515, January 11, 2008
    • 6 replies
    • 2.5k views
    • 
    • austin3515
    • February 3, 2008

35. Plan Termination - RMD

    By blue, January 30, 2008
    • 3 replies
    • 1.4k views
    • 
    • Kimberly S
    • January 31, 2008

36. Deductibilty based on compensation of participants not deferring

    By dmb, December 8, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • January 31, 2008

37. Waiver of Participation safe harbor 401(k)

    By R. Butler, September 24, 2007
    • 7 replies
    • 4.2k views
    • 
    • WDIK
    • January 31, 2008

38. Improving Overall Knowledge

    By Guest MikeAIGFA, January 30, 2008
    • 6 replies
    • 1.6k views
    • 
    • jevd
    • January 30, 2008

39. Discretionary Match - Stopped but Not for Everyone

    By Guest SVA Retirement Plan Svc., January 29, 2008
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 30, 2008

40. Excludible employee

    By Guest erepper, January 28, 2008
    • 6 replies
    • 1.9k views
    • 
    • austin3515
    • January 30, 2008

41. Discounted Employer Stock

    By Just Me, January 29, 2008
    • 1 reply
    • 944 views
    • 
    • QDROphile
    • January 29, 2008

42. Catch-Up/Testing

    By CJS07, January 24, 2008
    • 5 replies
    • 1.7k views
    • 
    • Mike Preston
    • January 29, 2008

43. Default Investments

    By Gary, January 28, 2008
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • January 28, 2008

44. Elective Deferral Contributions after year-end

    By Guest Thomas2006, January 27, 2008
    • 4 replies
    • 1.3k views
    • 
    • oriecat
    • January 28, 2008

45. Pension Transfer Trust Plan

    By PAL, January 28, 2008
    • 2 replies
    • 4.9k views
    • 
    • david rigby
    • January 28, 2008

46. Shared 401(a) Trust

    By Guest Navigator, January 28, 2008
    • 0 replies
    • 903 views
    • 
    • Guest
    • January 28, 2008

47. Time limit to submit deferrals and matches

    By Guest Rags, January 23, 2008
    • 4 replies
    • 2k views
    • 
    • WDIK
    • January 26, 2008

48. 401k and IRA

    By Guest VicRoach, January 25, 2008
    • 2 replies
    • 964 views
    • 
    • Appleby
    • January 25, 2008

49. Buyer with 401(k) Acquiring Company with SIMPLE

    By Guest jhall, January 25, 2008
    • 5 replies
    • 2.6k views
    • 
    • Appleby
    • January 25, 2008

50. Amending plan for new formula

    By Guest Rags, January 25, 2008
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 25, 2008