401(k) Plans

19,451 topics in this forum

1. rehire of former employee

   By lexi, February 28, 2008
   • 4 replies
   • 1.9k views
   • 
   • Bird
   • March 4, 2008

2. Catchup reclass

   By Guest Jeff Weber, March 3, 2008
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • March 4, 2008

3. Form 5500 Participant Report Line 7b or 7c

   By Madison71, March 3, 2008
   • 1 reply
   • 1.6k views
   • 
   • Bird
   • March 4, 2008

4. Safe Harbor Contributions Not made

   By Guest SWH, March 1, 2008
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • March 3, 2008

5. Shifting - No Match in Prior Year

   By KateSmithPA, February 28, 2008
   • 7 replies
   • 2k views
   • 
   • Tom Poje
   • March 3, 2008

6. Gap Period Loss

   By CJS07, February 29, 2008
   • 1 reply
   • 1.2k views
   • 
   • austin3515
   • March 1, 2008

7. 401k Plan

   By Guest Lindee, February 29, 2008
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • February 29, 2008

8. 401K LOAN

   By Guest JILL SZ, February 28, 2008
   • 1 reply
   • 1k views
   • 
   • david rigby
   • February 28, 2008

9. Plan Fees paid by Employer/Plan Sponsor

   By MarZDoates, February 28, 2008
   • 0 replies
   • 1k views
   • 
   • MarZDoates
   • February 28, 2008

10. Same Desk Rule

    By Guest Pat Metallic, February 27, 2008
    • 1 reply
    • 5.5k views
    • 
    • Belgarath
    • February 28, 2008

11. true up for short plan year

    By Guest Benefitsrock, February 27, 2008
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 27, 2008

12. Safe Harbor Discontinuation

    By Guest korchnoy, February 26, 2008
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • February 27, 2008

13. Past Service

    By k man, February 26, 2008
    • 8 replies
    • 2.4k views
    • 
    • Mike Preston
    • February 27, 2008

14. Partners and ADP/ACP Testing

    By DTH, February 26, 2008
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • February 27, 2008

15. Title I Plan?

    By Guest notapensiongeek, February 26, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • February 26, 2008

16. retroactive amendment

    By K2retire, February 21, 2008
    • 11 replies
    • 2.6k views
    • 
    • K2retire
    • February 26, 2008

17. 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

18. Multiple ER question

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

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

    By smm, February 22, 2008
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 22, 2008

20. Federal withholding - how to correct?

    By SFSD, February 20, 2008
    • 11 replies
    • 3.6k views
    • 
    • SFSD
    • February 22, 2008

21. Limiting EACAs to New Participants

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

22. Retrocative Plan Amendments

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

23. Harship suspension and testing compensation

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

24. What Entry Dates - Early Participation vs. Disaggregation

    By smm, January 15, 2008
    • 5 replies
    • 2.1k views
    • 
    • Kevin C
    • February 21, 2008

25. ACA, EACA, QACA

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

26. QDRO Accrued Benefit

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

27. ADP refund without 1099-R

    By Guest ladycpa2, February 18, 2008
    • 3 replies
    • 4.5k views
    • 
    • 401_4_ever
    • February 19, 2008

28. Final 415 Regs' Post-Severance Comp -

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

29. Deferrals not withheld

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

30. HCE in MEP

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

31. ER Match with Last Day feature

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

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

    By Guest goddude, February 15, 2008
    • 4 replies
    • 4.1k views
    • 
    • masteff
    • February 15, 2008

33. 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

34. PPA regarding Investment Diversification

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

35. Surgical Ctrs exempted from ASG definition?

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

36. Excess Contributions and the related Match

    By msmith, January 18, 2008
    • 14 replies
    • 3k views
    • 
    • Below Ground
    • February 14, 2008

37. Rollover Roth 401k to Roth IRA before 5 yrs?

    By Guest cj0nz, February 14, 2008
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • February 14, 2008

38. HCE Determination After Spinoff

    By Just Me, February 12, 2008
    • 1 reply
    • 2.2k views
    • 
    • Tom Poje
    • February 14, 2008

39. 401k Safe Harbor Compensation Definition

    By Guest Betsy Oakey, February 13, 2008
    • 2 replies
    • 1.4k views
    • 
    • Kimberly S
    • February 13, 2008

40. solo 401k add wife in family business

    By Guest weprin, February 13, 2008
    • 3 replies
    • 2k views
    • 
    • Bird
    • February 13, 2008

41. Transfer Contribution from Cafeteria Plan

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

42. Mandatory Match for Catch Up Contribs?

    By Guest ResearchGirl, February 12, 2008
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • February 12, 2008

43. Roth Contributions and Failed ADP test

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

44. Deferrals from Compensation over the limit

    By Guest HRAdvisor, January 3, 2008
    • 9 replies
    • 3.5k views
    • 
    • Bird
    • February 11, 2008

45. terminating safe harbor plan with employer contributions

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

46. IRS deleting trust EINs

    By Kimberly S, February 7, 2008
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • February 8, 2008

47. QNEC question

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

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

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

49. CODA

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

50. Benefit Election Forms

    By Below Ground, February 6, 2008
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • February 7, 2008