401(k) Plans

19,276 topics in this forum

1. Amending plan for new formula

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

2. Are they Leased or are they Temporary?

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

3. Elective Deferrals For the Self-Employed

   By mming, January 23, 2008
   • 2 replies
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • January 24, 2008

4. Carve Out Method

   By CJS07, June 21, 2007
   • 5 replies
   • 3.1k views
   • 
   • Mike Preston
   • January 24, 2008

5. Catch-up reclassification

   By MoShawn, January 17, 2008
   • 3 replies
   • 2.1k views
   • 
   • buckaroo
   • January 23, 2008

6. Comp & deferral adjustments?

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

7. ADP / ACP Testing

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

8. Quarterly Benefit Statements / Notice Required?

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

9. ADP test eligible employee was excluded

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

10. Partnership 401(k) Plan

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

11. 414(S) COMPENSATION TESTING

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

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

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

13. Annual match true-up

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

14. 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

15. When are HCE refunds included in income?

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

16. TOP HEAVY

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

17. Can a QACA Provide for Permissible Withdrawals?

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

18. New DOL Fee Disclosure Rules

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

19. Annual Percentage Rate (APR) in Cross Testing

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

20. Transition Rule

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

21. SCORP - Employee deferral/Employer contributions for 2007

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

22. 2008 ADP Test

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

23. Timing of 415 amendment

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

24. Deferring pay after end of plan year

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

25. Partners in a 401(k) Plan

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

26. Election Forms not turned in on time

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

27. Retiree Medical Subsidy

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

28. Hours- What to tell client

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

29. Eligibility requirements and entry dates

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

30. 2007 refund deadline

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

31. Safe Harbor plan and Top Heavy

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

32. HCEs & ADP

    By pmacduff, January 8, 2008
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 9, 2008

33. HCE and Employer Match

    By Guest think2much, January 8, 2008
    • 5 replies
    • 2.4k views
    • 
    • Tom Poje
    • January 9, 2008

34. Plan money has been escheated?

    By jkharvey, January 8, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 9, 2008

35. PT to FT eligibility

    By Guest JohnSB, January 8, 2008
    • 2 replies
    • 1k views
    • 
    • WDIK
    • January 8, 2008

36. Assets of Multiple Employer Plan prevented from leaving

    By Guest Iwonder, January 7, 2008
    • 1 reply
    • 1.3k views
    • 
    • Jean
    • January 8, 2008

37. 415 limit met, ok to reduce ps contrib to hce?

    By Guest jc1457, January 7, 2008
    • 8 replies
    • 1.5k views
    • 
    • QDROphile
    • January 8, 2008

38. Beneficiary

    By Guest JDK, January 7, 2008
    • 1 reply
    • 1k views
    • 
    • Mike Preston
    • January 8, 2008

39. Hardship Distributions

    By Guest bostonborn, January 3, 2008
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • January 7, 2008

40. QACA

    By Belgarath, January 7, 2008
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • January 7, 2008

41. Coverage Testing

    By Guest Mike Schwing, January 3, 2008
    • 6 replies
    • 2.6k views
    • 
    • zimbo
    • January 7, 2008

42. Spouse death results in hardship

    By Guest jdstar, January 6, 2008
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • January 6, 2008

43. Safe Harbor Match -- Additional Formula

    By Archimage, January 4, 2008
    • 0 replies
    • 1.3k views
    • 
    • Archimage
    • January 4, 2008

44. Catch-Up Reclass / Changes in plan-imposed limits during the plan year

    By Guest m2b2, December 26, 2007
    • 4 replies
    • 1.5k views
    • 
    • blue
    • January 4, 2008

45. Completing Form 5330

    By PLAN MAN, December 19, 2007
    • 5 replies
    • 3.2k views
    • 
    • JanetM
    • January 3, 2008

46. Re-hire Question

    By Oh so SIMPLE, January 3, 2008
    • 0 replies
    • 1.2k views
    • 
    • Oh so SIMPLE
    • January 3, 2008

47. per capita QNEC's

    By austin3515, January 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • January 3, 2008

48. Top-heavy Requirement?

    By Guest notapensiongeek, December 27, 2007
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 2, 2008

49. 401(k) excess profit sharing contributions

    By Guest paytaxesforusa, December 29, 2007
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 29, 2007

50. Top Heavy & Permissible Withdrawals

    By Jean, November 19, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 27, 2007