401(k) Plans

19,337 topics in this forum

1. Safe Harbor Match -- Additional Formula

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

2. Deferring pay after end of plan year

   By Guest Grumpy456, January 3, 2008
   • 17 replies
   • 3.3k views
   • 
   • Kimberly S
   • January 11, 2008

3. Hardship Distributions

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

4. Re-hire Question

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

5. Deferrals from Compensation over the limit

   By Guest HRAdvisor, January 3, 2008
   • 9 replies
   • 3.4k views
   • 
   • Bird
   • February 11, 2008

6. Coverage Testing

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

7. per capita QNEC's

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

8. Annual Percentage Rate (APR) in Cross Testing

   By Alex Daisy, December 29, 2007
   • 26 replies
   • 8.1k views
   • 
   • Mike Preston
   • January 15, 2008

9. 401(k) excess profit sharing contributions

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

10. Top-heavy Requirement?

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

11. Proposed 408(b)(2) Regulations

    By jpod, December 27, 2007
    • 0 replies
    • 914 views
    • 
    • jpod
    • December 27, 2007

12. 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

13. Revocable Living Trust Agreement for 401(k) account registration

    By SRP, December 24, 2007
    • 2 replies
    • 2k views
    • 
    • Guest
    • December 26, 2007

14. ADP refunds terminated HCE's

    By Guest EricWings, December 24, 2007
    • 10 replies
    • 7.1k views
    • 
    • Guest
    • March 13, 2008

15. Forfeitures Used to Make Correction?

    By Guest shelterps, December 21, 2007
    • 3 replies
    • 1.7k views
    • 
    • pmacduff
    • December 26, 2007

16. Change Safe harbor from match to non-elective

    By ombskid, December 21, 2007
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2007

17. mental block... Max Allocation... SH MATCH/pro rata ER

    By K-t-F, December 20, 2007
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • December 20, 2007

18. Completing Form 5330

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

19. Required Minimum Distribution

    By Guest hstew, December 19, 2007
    • 1 reply
    • 1k views
    • 
    • WDIK
    • December 19, 2007

20. Controlled Group Clarification

    By amcorson, December 19, 2007
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • December 24, 2007

21. Individual Rate of Return Calculation

    By SRP, December 18, 2007
    • 5 replies
    • 2.4k views
    • 
    • RCK
    • December 21, 2007

22. ACA, EACA, QACA

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

23. Safe Harbor Notice

    By Guest igglesfan, December 18, 2007
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • December 19, 2007

24. Late ADP refund

    By Guest padmin, December 17, 2007
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • December 17, 2007

25. Auto Enroll/QDIA Notice

    By Randy Watson, December 17, 2007
    • 0 replies
    • 1.5k views
    • 
    • Randy Watson
    • December 17, 2007

26. Eliminating Optional Forms of Benefit for a Money Purchase Plan

    By Guest arasalin, December 14, 2007
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • December 17, 2007

27. Order in the Universe

    By rcline46, December 14, 2007
    • 6 replies
    • 1.8k views
    • 
    • JanetM
    • December 18, 2007

28. QACA Maybe?

    By Brenda Wren, December 14, 2007
    • 4 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 17, 2007

29. Eligibility Amendment

    By Alex Daisy, December 14, 2007
    • 4 replies
    • 1.7k views
    • 
    • Mike Preston
    • December 18, 2007

30. Hardship - prevent foreclosure

    By austin3515, December 14, 2007
    • 3 replies
    • 2.1k views
    • 
    • BG5150
    • December 17, 2007

31. commingle SHNEC and SHMAC

    By Jim Chad, December 14, 2007
    • 2 replies
    • 7k views
    • 
    • Bill Presson
    • December 17, 2007

32. Auto Enrollment & Military Leave

    By Guest igglesfan, December 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 14, 2007

33. PPA Technical Corrections Bill

    By blue, December 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • blue
    • December 13, 2007

34. Safe Harbor notice - OOPS!

    By PAL, December 13, 2007
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • December 13, 2007

35. deadline to set up 401(k) Plan

    By Earl, December 13, 2007
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • December 14, 2007

36. Late Deferrals/Voluntary Correction Program?

    By CJS07, December 12, 2007
    • 0 replies
    • 1.4k views
    • 
    • CJS07
    • December 12, 2007

37. Traditional SH Match/Top Heavy

    By Cathy from Chicago, December 11, 2007
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • December 13, 2007

38. HCE and Catch-up

    By Guest think2much, December 8, 2007
    • 12 replies
    • 3.1k views
    • 
    • MoShawn
    • June 18, 2008

39. 410(b) coverage during partial termination

    By Pension Panda, December 7, 2007
    • 9 replies
    • 1.8k views
    • 
    • ak2ary
    • December 18, 2007

40. 402(g) Refund after 4/15

    By Bruddah Kimo, December 7, 2007
    • 3 replies
    • 2k views
    • 
    • 401_4_ever
    • December 7, 2007

41. simple ADP test question

    By Santo Gold, December 7, 2007
    • 2 replies
    • 1.1k views
    • 
    • Santo Gold
    • December 7, 2007

42. VFCP for late deposits

    By Dan, December 7, 2007
    • 3 replies
    • 1.6k views
    • 
    • Dan
    • December 10, 2007

43. GAC and Trust Agreement

    By KMG77, December 6, 2007
    • 0 replies
    • 1.6k views
    • 
    • KMG77
    • December 6, 2007

44. Corrective QNECs for Missed Deferrals

    By Guest awnodn, December 6, 2007
    • 0 replies
    • 980 views
    • 
    • Guest
    • December 6, 2007

45. minimum distribution question

    By James Matt Ullakko, December 6, 2007
    • 5 replies
    • 1.8k views
    • 
    • Appleby
    • December 12, 2007

46. Are safe harbor contributions available for in-service withdrawal?

    By Trekker, December 6, 2007
    • 3 replies
    • 7.5k views
    • 
    • Trekker
    • December 7, 2007

47. Auto enroll safe harbor

    By rlb64, December 5, 2007
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • December 6, 2007

48. Elapsed Time for Eligibility - Medical Leave

    By Guest saotampa, December 5, 2007
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • December 5, 2007

49. Participating employer relationship ends

    By Guest Achilles, December 5, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • December 5, 2007

50. QDIA - Determination of Who Must Receive Notice

    By BeanCounterBlues, December 4, 2007
    • 6 replies
    • 5.8k views
    • 
    • Tom Poje
    • December 7, 2007