401(k) Plans

19,295 topics in this forum

1. SHNE - Eligible Participants

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

2. Safe Harbor Nonelective retroactive to Jan 1

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

3. Balance Forward 401(k)

   By Guest Achilles, February 4, 2008
   • 6 replies
   • 3.3k views
   • 
   • Kimberly S
   • February 5, 2008

4. PPA Pooled Account Disclosures

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

5. Plan Termination - RMD

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

6. Deductibilty based on compensation of participants not deferring

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

7. Waiver of Participation safe harbor 401(k)

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

8. Improving Overall Knowledge

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

9. 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

10. Excludible employee

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

11. Discounted Employer Stock

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

12. Catch-Up/Testing

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

13. Default Investments

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

14. Elective Deferral Contributions after year-end

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

15. Pension Transfer Trust Plan

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

16. Shared 401(a) Trust

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

17. Time limit to submit deferrals and matches

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

18. 401k and IRA

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

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

    By Guest jhall, January 25, 2008
    • 5 replies
    • 2.7k views
    • 
    • Appleby
    • January 25, 2008

20. Amending plan for new formula

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

21. Are they Leased or are they Temporary?

    By CTipper, January 18, 2008
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 24, 2008

22. Elective Deferrals For the Self-Employed

    By mming, January 23, 2008
    • 2 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • January 24, 2008

23. Carve Out Method

    By CJS07, June 21, 2007
    • 5 replies
    • 3.2k views
    • 
    • Mike Preston
    • January 24, 2008

24. Catch-up reclassification

    By MoShawn, January 17, 2008
    • 3 replies
    • 2.2k views
    • 
    • buckaroo
    • January 23, 2008

25. Comp & deferral adjustments?

    By wvbeachgirl, January 21, 2008
    • 5 replies
    • 1.6k views
    • 
    • wvbeachgirl
    • January 22, 2008

26. ADP / ACP Testing

    By Alex Daisy, January 18, 2008
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • January 20, 2008

27. Quarterly Benefit Statements / Notice Required?

    By Guest notapensiongeek, January 18, 2008
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 18, 2008

28. ADP test eligible employee was excluded

    By blue, January 18, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 18, 2008

29. Partnership 401(k) Plan

    By Guest PBJ, January 18, 2008
    • 2 replies
    • 6.2k views
    • 
    • Kimberly S
    • January 18, 2008

30. 414(S) COMPENSATION TESTING

    By Guest MCKEL, January 15, 2008
    • 4 replies
    • 2.4k views
    • 
    • AndyH
    • January 18, 2008

31. After Tax (not Roth) Contributions / ACP Test

    By BeanCounterBlues, January 17, 2008
    • 3 replies
    • 3k views
    • 
    • BeanCounterBlues
    • January 17, 2008

32. Annual match true-up

    By buckaroo, January 16, 2008
    • 2 replies
    • 1.6k views
    • 
    • JanetM
    • January 17, 2008

33. Waiver of Participation in a Safe Harbor 401(k) Plan

    By mming, January 15, 2008
    • 6 replies
    • 4.1k views
    • 
    • Kimberly S
    • January 16, 2008

34. When are HCE refunds included in income?

    By oriecat, January 15, 2008
    • 4 replies
    • 1.5k views
    • 
    • oriecat
    • January 16, 2008

35. TOP HEAVY

    By Guest Mike Schwing, January 16, 2008
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • January 16, 2008

36. Can a QACA Provide for Permissible Withdrawals?

    By rocknrolls2, December 4, 2007
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • January 16, 2008

37. New DOL Fee Disclosure Rules

    By Ron Snyder, January 15, 2008
    • 1 reply
    • 1.2k views
    • 
    • four01kman
    • January 15, 2008

38. Annual Percentage Rate (APR) in Cross Testing

    By Alex Daisy, December 29, 2007
    • 26 replies
    • 7.9k views
    • 
    • Mike Preston
    • January 15, 2008

39. Transition Rule

    By justatester, January 10, 2008
    • 4 replies
    • 6.9k views
    • 
    • justatester
    • January 14, 2008

40. SCORP - Employee deferral/Employer contributions for 2007

    By Guest 401K_Help, January 12, 2008
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • January 14, 2008

41. 2008 ADP Test

    By Earl, January 13, 2008
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 14, 2008

42. Timing of 415 amendment

    By blue, January 11, 2008
    • 1 reply
    • 1.1k views
    • 
    • blue
    • January 11, 2008

43. Deferring pay after end of plan year

    By Guest Grumpy456, January 3, 2008
    • 17 replies
    • 3.1k views
    • 
    • Kimberly S
    • January 11, 2008

44. Partners in a 401(k) Plan

    By Alex Daisy, January 10, 2008
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 11, 2008

45. Election Forms not turned in on time

    By MarZDoates, January 10, 2008
    • 3 replies
    • 1.1k views
    • 
    • Kimberly S
    • January 10, 2008

46. Retiree Medical Subsidy

    By Guest MikeAIGFA, January 10, 2008
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • January 10, 2008

47. Hours- What to tell client

    By Guest raleightpa, January 9, 2008
    • 4 replies
    • 1.4k views
    • 
    • Kimberly S
    • January 10, 2008

48. Eligibility requirements and entry dates

    By mariemonroe, January 9, 2008
    • 2 replies
    • 1.4k views
    • 
    • Sully
    • January 10, 2008

49. 2007 refund deadline

    By Guest tmills, January 9, 2008
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • January 9, 2008

50. Safe Harbor plan and Top Heavy

    By Guest EPS2, January 9, 2008
    • 3 replies
    • 1.1k views
    • 
    • Bird
    • January 9, 2008