401(k) Plans

19,333 topics in this forum

1. Default Investments

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

2. Elective Deferral Contributions after year-end

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

3. Pension Transfer Trust Plan

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

4. Shared 401(a) Trust

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

5. Time limit to submit deferrals and matches

   By Guest Rags, January 23, 2008
   • 4 replies
   • 2.1k views
   • 
   • WDIK
   • January 26, 2008

6. 401k and IRA

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

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

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

8. Amending plan for new formula

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

9. Are they Leased or are they Temporary?

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

10. Elective Deferrals For the Self-Employed

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

11. Carve Out Method

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

12. Catch-up reclassification

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

13. Comp & deferral adjustments?

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

14. ADP / ACP Testing

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

15. Quarterly Benefit Statements / Notice Required?

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

16. ADP test eligible employee was excluded

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

17. Partnership 401(k) Plan

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

18. 414(S) COMPENSATION TESTING

    By Guest MCKEL, January 15, 2008
    • 4 replies
    • 2.5k views
    • 
    • AndyH
    • January 18, 2008

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

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

20. Annual match true-up

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

21. 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

22. When are HCE refunds included in income?

    By oriecat, January 15, 2008
    • 4 replies
    • 1.6k views
    • 
    • oriecat
    • January 16, 2008

23. TOP HEAVY

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

24. Can a QACA Provide for Permissible Withdrawals?

    By rocknrolls2, December 4, 2007
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • January 16, 2008

25. New DOL Fee Disclosure Rules

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

26. Annual Percentage Rate (APR) in Cross Testing

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

27. Transition Rule

    By justatester, January 10, 2008
    • 4 replies
    • 7k views
    • 
    • justatester
    • January 14, 2008

28. SCORP - Employee deferral/Employer contributions for 2007

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

29. 2008 ADP Test

    By Earl, January 13, 2008
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • January 14, 2008

30. Timing of 415 amendment

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

31. Deferring pay after end of plan year

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

32. Partners in a 401(k) Plan

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

33. Election Forms not turned in on time

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

34. Retiree Medical Subsidy

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

35. Hours- What to tell client

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

36. Eligibility requirements and entry dates

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

37. 2007 refund deadline

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

38. Safe Harbor plan and Top Heavy

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

39. HCEs & ADP

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

40. HCE and Employer Match

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

41. Plan money has been escheated?

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

42. PT to FT eligibility

    By Guest JohnSB, January 8, 2008
    • 2 replies
    • 1.1k views
    • 
    • WDIK
    • January 8, 2008

43. Assets of Multiple Employer Plan prevented from leaving

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

44. 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

45. Beneficiary

    By Guest JDK, January 7, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • January 8, 2008

46. Hardship Distributions

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

47. QACA

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

48. Coverage Testing

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

49. Spouse death results in hardship

    By Guest jdstar, January 6, 2008
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • January 6, 2008

50. Safe Harbor Match -- Additional Formula

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