401(k) Plans

19,413 topics in this forum

1. 401k Safe Harbor Compensation Definition

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

2. solo 401k add wife in family business

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

3. Transfer Contribution from Cafeteria Plan

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

4. Mandatory Match for Catch Up Contribs?

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

5. Roth Contributions and Failed ADP test

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

6. Deferrals from Compensation over the limit

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

7. terminating safe harbor plan with employer contributions

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

8. IRS deleting trust EINs

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

9. QNEC question

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

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

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

11. CODA

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

12. Benefit Election Forms

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

13. Safe Harbor Nonelective with additional Employer Profit Sharing

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

14. QNEC to fix failed ADP

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

15. Failed ADP Test - QNECs - Terminated EEs

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

16. Capping Discretionary Matching Contributions

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

17. Failure to make employer contribution deposit

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

18. Safe Harbor Plan Termination Short Plan Year

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

19. SHNE - Eligible Participants

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

20. Safe Harbor Nonelective retroactive to Jan 1

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

21. Balance Forward 401(k)

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

22. PPA Pooled Account Disclosures

    By austin3515, January 11, 2008
    • 6 replies
    • 2.7k views
    • 
    • austin3515
    • February 3, 2008

23. Plan Termination - RMD

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

24. Deductibilty based on compensation of participants not deferring

    By dmb, December 8, 2006
    • 2 replies
    • 1.2k views
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    • Guest
    • January 31, 2008

25. Waiver of Participation safe harbor 401(k)

    By R. Butler, September 24, 2007
    • 7 replies
    • 4.3k views
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    • WDIK
    • January 31, 2008

26. Improving Overall Knowledge

    By Guest MikeAIGFA, January 30, 2008
    • 6 replies
    • 1.7k views
    • 
    • jevd
    • January 30, 2008

27. Discretionary Match - Stopped but Not for Everyone

    By Guest SVA Retirement Plan Svc., January 29, 2008
    • 3 replies
    • 1.2k views
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    • Tom Poje
    • January 30, 2008

28. Excludible employee

    By Guest erepper, January 28, 2008
    • 6 replies
    • 1.9k views
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    • austin3515
    • January 30, 2008

29. Discounted Employer Stock

    By Just Me, January 29, 2008
    • 1 reply
    • 971 views
    • 
    • QDROphile
    • January 29, 2008

30. Catch-Up/Testing

    By CJS07, January 24, 2008
    • 5 replies
    • 1.8k views
    • 
    • Mike Preston
    • January 29, 2008

31. Default Investments

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

32. Elective Deferral Contributions after year-end

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

33. Pension Transfer Trust Plan

    By PAL, January 28, 2008
    • 2 replies
    • 5k views
    • 
    • david rigby
    • January 28, 2008

34. Shared 401(a) Trust

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

35. Time limit to submit deferrals and matches

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

36. 401k and IRA

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

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

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

38. Amending plan for new formula

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

39. Are they Leased or are they Temporary?

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

40. Elective Deferrals For the Self-Employed

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

41. Carve Out Method

    By CJS07, June 21, 2007
    • 5 replies
    • 3.3k views
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    • Mike Preston
    • January 24, 2008

42. Catch-up reclassification

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

43. Comp & deferral adjustments?

    By wvbeachgirl, January 21, 2008
    • 5 replies
    • 1.7k views
    • 
    • wvbeachgirl
    • January 22, 2008

44. ADP / ACP Testing

    By Alex Daisy, January 18, 2008
    • 6 replies
    • 1.7k views
    • 
    • austin3515
    • January 20, 2008

45. Quarterly Benefit Statements / Notice Required?

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

46. ADP test eligible employee was excluded

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

47. Partnership 401(k) Plan

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

48. 414(S) COMPENSATION TESTING

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

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

    By BeanCounterBlues, January 17, 2008
    • 3 replies
    • 3.1k views
    • 
    • BeanCounterBlues
    • January 17, 2008

50. Annual match true-up

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