401(k) Plans

19,276 topics in this forum

1. Maximum Hardship Amounts

   By MBCarey, November 2, 2007
   • 3 replies
   • 1.4k views
   • 
   • masteff
   • November 5, 2007

2. Large Plan Filer requiring CPA audit finds solution with Payroll Provider plan

   By Brenda Wren, November 2, 2007
   • 10 replies
   • 2k views
   • 
   • austin3515
   • November 12, 2007

3. QDIA Stable Value

   By PLAN MAN, November 1, 2007
   • 0 replies
   • 1.1k views
   • 
   • PLAN MAN
   • November 1, 2007

4. Plan Termination and ADP/ACP test

   By buckaroo, October 31, 2007
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • November 1, 2007

5. Meaning of "Discretionary"

   By MSN, October 31, 2007
   • 6 replies
   • 1.7k views
   • 
   • MSN
   • November 1, 2007

6. Rule 22(c)2 Excessive Trading - recordkeeper's responsibilities

   By SRP, October 31, 2007
   • 0 replies
   • 1k views
   • 
   • SRP
   • October 31, 2007

7. vesting on individual account statements

   By Guest Margaret25, October 30, 2007
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • November 1, 2007

8. Late Employer Contributions under VCP

   By Guest medinael, October 30, 2007
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • October 30, 2007

9. Purchase of SPIA outside of 401k plan

   By Guest andrea16, October 30, 2007
   • 0 replies
   • 974 views
   • 
   • Guest
   • October 30, 2007

10. Participants did not receive Safe Harbor

    By Guest JohnSB, October 30, 2007
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • November 8, 2007

11. Off Calendar ADP Failure / 402g limit for rest of yea

    By Guest JPitcl, October 29, 2007
    • 4 replies
    • 2.6k views
    • 
    • dmwe
    • November 21, 2007

12. Sanity check - Would this work as a Safe Harbor?

    By Guest fender5150, October 29, 2007
    • 5 replies
    • 1.5k views
    • 
    • BG5150
    • November 2, 2007

13. I'm lost

    By Guest feinstein@earthlink.net, October 27, 2007
    • 4 replies
    • 2k views
    • 
    • BG5150
    • November 2, 2007

14. Safe Harbor Match - Not for 2008

    By Jilliandiz, October 26, 2007
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • October 26, 2007

15. Safe Harbor Plan Aggregation

    By PAL, October 26, 2007
    • 3 replies
    • 1.9k views
    • 
    • PAL
    • November 6, 2007

16. Deferrals and W-2 Comp

    By rlb64, October 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • October 26, 2007

17. Distribution Fee Exceeding Participant Acct. Balance

    By Guest Thomas2006, October 25, 2007
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 25, 2007

18. Terminated plan with small balance participants

    By Guest trying2understand, October 24, 2007
    • 3 replies
    • 1.5k views
    • 
    • Kimberly S
    • October 25, 2007

19. Safe Harbor - no changes allowed, almost

    By John Feldt ERPA CPC QPA, October 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 25, 2007

20. Contributions made to SEP-IRA and 401k-what is the Limit?

    By Bruddah Kimo, October 24, 2007
    • 0 replies
    • 912 views
    • 
    • Bruddah Kimo
    • October 24, 2007

21. safe harbor match changing from payroll calc to annual

    By Santo Gold, October 24, 2007
    • 7 replies
    • 2.7k views
    • 
    • Kevin C
    • November 5, 2007

22. Safe Harbor Notice?

    By Dougsbpc, October 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • October 24, 2007

23. ADP Failure, Late Distributions and One to One QNEC

    By buckaroo, October 24, 2007
    • 0 replies
    • 1.8k views
    • 
    • buckaroo
    • October 24, 2007

24. Net earned income computation for partnership

    By Guest tmills, October 23, 2007
    • 2 replies
    • 1.6k views
    • 
    • Bird
    • October 23, 2007

25. Uni-K to Corp 401(k) Plan

    By PMC, October 23, 2007
    • 8 replies
    • 2.1k views
    • 
    • austin3515
    • October 23, 2007

26. Plan Effective Date

    By mming, October 23, 2007
    • 4 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • October 23, 2007

27. Client did not remit deferrals

    By Guest ellah, October 22, 2007
    • 17 replies
    • 2.5k views
    • 
    • Tom Poje
    • October 25, 2007

28. profit sharing correction

    By Guest JohnSB, October 19, 2007
    • 1 reply
    • 1k views
    • 
    • Guest
    • October 19, 2007

29. Collectively Bargained Employees and plan features

    By buckaroo, October 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • October 22, 2007

30. compensation definition

    By Guest JohnSB, October 19, 2007
    • 1 reply
    • 998 views
    • 
    • Guest
    • October 19, 2007

31. 415 compensation definition under the final regs.

    By blue, October 19, 2007
    • 0 replies
    • 1.1k views
    • 
    • blue
    • October 19, 2007

32. Loan Repayments after Freeze 401(k) Plan

    By blue, October 18, 2007
    • 2 replies
    • 4.1k views
    • 
    • austin3515
    • October 18, 2007

33. QSLOB

    By Randy Watson, October 18, 2007
    • 1 reply
    • 2.1k views
    • 
    • JanetM
    • October 18, 2007

34. Employer Matching

    By pmacduff, October 17, 2007
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • October 19, 2007

35. Profit Sharing calculation

    By Guest JohnSB, October 17, 2007
    • 4 replies
    • 2.1k views
    • 
    • PLAN MAN
    • October 24, 2007

36. general question about affiliated service

    By Lori H, October 17, 2007
    • 8 replies
    • 1.4k views
    • 
    • austin3515
    • October 19, 2007

37. ACP testing

    By Guest JohnSB, October 17, 2007
    • 1 reply
    • 981 views
    • 
    • Guest
    • October 17, 2007

38. Roth 5-Year Period for Rehires

    By DTH, October 17, 2007
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 23, 2007

39. indexed limits

    By Tom Poje, October 17, 2007
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • October 18, 2007

40. Fiduciary Investment Advice and Non-Plan Assets

    By Guest shapstheeldest@gmail.com, October 17, 2007
    • 3 replies
    • 1.1k views
    • 
    • david rigby
    • October 19, 2007

41. Minimum Age Requirement

    By SRP, October 16, 2007
    • 11 replies
    • 4.9k views
    • 
    • ak2ary
    • October 18, 2007

42. IRS Audit - problem w/ Compensation Definition

    By Guest dmartin@swerdlin.net, October 16, 2007
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • November 7, 2007

43. Hardships versus a Loan

    By PainPA, October 15, 2007
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • October 15, 2007

44. Pro Rata ER Match after Plan Year End

    By Guest AJM 34, October 12, 2007
    • 4 replies
    • 2k views
    • 
    • Bill Presson
    • October 12, 2007

45. Amending a PS plan to add a Safe Harbor 401(k) provision

    By katieinny, October 11, 2007
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • October 12, 2007

46. Form 5500 -- Who Should Sign Amended Returns?

    By Guest notapensiongeek, October 11, 2007
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • October 11, 2007

47. Matching Contribution Allocation Rules

    By Guest jvanheyde, October 11, 2007
    • 8 replies
    • 1.9k views
    • 
    • Mike Preston
    • October 13, 2007

48. Compensation Paid after Termination of Employment

    By Guest AJM 34, October 9, 2007
    • 2 replies
    • 1.4k views
    • 
    • BG5150
    • October 12, 2007

49. Elective Deferral Contribution by Ineligible Employee

    By Guest AJM 34, October 9, 2007
    • 6 replies
    • 2.5k views
    • 
    • Tom Poje
    • October 11, 2007

50. Tracking 402(g) limit in an off calendar year

    By Guest nmyers, October 8, 2007
    • 2 replies
    • 6.2k views
    • 
    • Tom Poje
    • October 9, 2007