401(k) Plans

19,388 topics in this forum

1. Partners and ADP/ACP Testing

   By DTH, February 26, 2008
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • February 27, 2008

2. Title I Plan?

   By Guest notapensiongeek, February 26, 2008
   • 3 replies
   • 1k views
   • 
   • Guest
   • February 26, 2008

3. retroactive amendment

   By K2retire, February 21, 2008
   • 11 replies
   • 2.5k views
   • 
   • K2retire
   • February 26, 2008

4. PS Cont. Allocation-signed document and unsigned restatement

   By Guest Emily 401(k), February 25, 2008
   • 2 replies
   • 1.2k views
   • 
   • Kimberly S
   • February 25, 2008

5. Multiple ER question

   By fiona1, February 22, 2008
   • 3 replies
   • 1.8k views
   • 
   • Below Ground
   • February 25, 2008

6. Aggregation of SH 401(k) Plan and non SH 401(k) Plan

   By smm, February 22, 2008
   • 3 replies
   • 1.4k views
   • 
   • Tom Poje
   • February 22, 2008

7. Federal withholding - how to correct?

   By SFSD, February 20, 2008
   • 11 replies
   • 3.3k views
   • 
   • SFSD
   • February 22, 2008

8. Limiting EACAs to New Participants

   By dcoderre, January 24, 2008
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • February 22, 2008

9. Retrocative Plan Amendments

   By k man, February 22, 2008
   • 2 replies
   • 1.1k views
   • 
   • k man
   • February 22, 2008

10. Harship suspension and testing compensation

    By Guest andmik, February 21, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • February 21, 2008

11. What Entry Dates - Early Participation vs. Disaggregation

    By smm, January 15, 2008
    • 5 replies
    • 2k views
    • 
    • Kevin C
    • February 21, 2008

12. ACA, EACA, QACA

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

13. QDRO Accrued Benefit

    By DTH, February 18, 2008
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • February 19, 2008

14. ADP refund without 1099-R

    By Guest ladycpa2, February 18, 2008
    • 3 replies
    • 4.3k views
    • 
    • 401_4_ever
    • February 19, 2008

15. Final 415 Regs' Post-Severance Comp -

    By rocknrolls2, February 15, 2008
    • 3 replies
    • 1.9k views
    • 
    • ak2ary
    • February 18, 2008

16. Deferrals not withheld

    By Bird, February 14, 2008
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • February 18, 2008

17. HCE in MEP

    By J Simmons, February 16, 2008
    • 1 reply
    • 1.6k views
    • 
    • Below Ground
    • February 17, 2008

18. ER Match with Last Day feature

    By Alex Daisy, February 15, 2008
    • 1 reply
    • 1.1k views
    • 
    • Below Ground
    • February 15, 2008

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

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

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

    By Guest fender5150, February 15, 2008
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • February 15, 2008

21. PPA regarding Investment Diversification

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

22. Surgical Ctrs exempted from ASG definition?

    By MSN, February 11, 2008
    • 5 replies
    • 1.5k views
    • 
    • Jim Norman
    • February 15, 2008

23. Excess Contributions and the related Match

    By msmith, January 18, 2008
    • 14 replies
    • 2.9k views
    • 
    • Below Ground
    • February 14, 2008

24. 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

25. HCE Determination After Spinoff

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

26. 401k Safe Harbor Compensation Definition

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

27. solo 401k add wife in family business

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

28. Transfer Contribution from Cafeteria Plan

    By Guest KennyH, February 13, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 13, 2008

29. Mandatory Match for Catch Up Contribs?

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

30. Roth Contributions and Failed ADP test

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

31. Deferrals from Compensation over the limit

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

32. terminating safe harbor plan with employer contributions

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

33. IRS deleting trust EINs

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

34. QNEC question

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

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

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

36. CODA

    By John Feldt ERPA CPC QPA, February 7, 2008
    • 0 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • February 7, 2008

37. Benefit Election Forms

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

38. Safe Harbor Nonelective with additional Employer Profit Sharing

    By PMC, February 6, 2008
    • 0 replies
    • 1.5k views
    • 
    • PMC
    • February 6, 2008

39. QNEC to fix failed ADP

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

40. Failed ADP Test - QNECs - Terminated EEs

    By Guest Ted Kowalchuk, CFP, CFS,, August 16, 2006
    • 4 replies
    • 4.3k views
    • 
    • rcline46
    • February 6, 2008

41. Capping Discretionary Matching Contributions

    By Guest Shaps, February 5, 2008
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 6, 2008

42. Failure to make employer contribution deposit

    By Guest 401kadmin, February 5, 2008
    • 3 replies
    • 2.2k views
    • 
    • Kimberly S
    • February 5, 2008

43. Safe Harbor Plan Termination Short Plan Year

    By Guest SRH, February 5, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 5, 2008

44. SHNE - Eligible Participants

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

45. Safe Harbor Nonelective retroactive to Jan 1

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

46. Balance Forward 401(k)

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

47. PPA Pooled Account Disclosures

    By austin3515, January 11, 2008
    • 6 replies
    • 2.6k views
    • 
    • austin3515
    • February 3, 2008

48. Plan Termination - RMD

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

49. Deductibilty based on compensation of participants not deferring

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

50. Waiver of Participation safe harbor 401(k)

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