401(k) Plans

19,491 topics in this forum

1. Termination of Employment - Time period to repay loan

   By Guest SWH, March 19, 2008
   • 3 replies
   • 2.4k views
   • 
   • QDROphile
   • March 20, 2008

2. LLC Deferrals treated as ER Match

   By Guest Rachelw, March 19, 2008
   • 1 reply
   • 1.5k views
   • 
   • Lou S.
   • March 19, 2008

3. Non-Spouse Beneficiary IRA Rollover

   By Guest andmik, March 18, 2008
   • 1 reply
   • 1.9k views
   • 
   • Bird
   • March 19, 2008

4. Gap Period Income

   By Guest PGH.ERISA, January 14, 2008
   • 3 replies
   • 2.2k views
   • 
   • Guest
   • March 19, 2008

5. ACP - Prior Year Method

   By fiona1, March 14, 2008
   • 4 replies
   • 1.7k views
   • 
   • BG5150
   • March 18, 2008

6. 401(k) questions

   By bamma, March 15, 2008
   • 2 replies
   • 1.4k views
   • 
   • BG5150
   • March 18, 2008

7. Gap Earnings

   By justatester, March 18, 2008
   • 0 replies
   • 1.1k views
   • 
   • justatester
   • March 18, 2008

8. Wanting Web-Based Census Completion

   By Guest JTBRadmin, January 9, 2008
   • 6 replies
   • 1.7k views
   • 
   • FAPInJax
   • March 18, 2008

9. VS Plan makes late mandatory rollover amend - what now?

   By jlea, March 17, 2008
   • 1 reply
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • March 17, 2008

10. Gap period income

    By John Feldt ERPA CPC QPA, March 5, 2008
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • March 17, 2008

11. ADP Test and Catch Up Contributions

    By Alex Daisy, March 14, 2008
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • March 14, 2008

12. ADP/ACP Aggregation

    By fiona1, March 5, 2008
    • 1 reply
    • 1.5k views
    • 
    • dcoderre
    • March 14, 2008

13. Indirect Compensation

    By Guest RD73, March 14, 2008
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 14, 2008

14. Safe Harbor Match - Last Day Rule

    By Guest raleightpa, March 14, 2008
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 14, 2008

15. 401(k), Prevailing Wage, ADP Test

    By Guest notapensiongeek, March 13, 2008
    • 2 replies
    • 4.8k views
    • 
    • Guest
    • March 13, 2008

16. Lincoln LOD

    By PainPA, March 13, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 13, 2008

17. ADP refunds terminated HCE's

    By Guest EricWings, December 24, 2007
    • 10 replies
    • 7.5k views
    • 
    • Guest
    • March 13, 2008

18. Solo 401k Match Question

    By Guest BuffaloT, March 12, 2008
    • 5 replies
    • 2.1k views
    • 
    • Appleby
    • March 13, 2008

19. New safe harbor 401k compensation definition

    By Guest ladycpa2, March 12, 2008
    • 1 reply
    • 2.1k views
    • 
    • Lou S.
    • March 12, 2008

20. 501(c)7 Social Club

    By Guest Bizitchie, March 12, 2008
    • 4 replies
    • 3.4k views
    • 
    • jpod
    • March 12, 2008

21. Tiered Match - failing BRF

    By Tinman, March 11, 2008
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 12, 2008

22. Otherwise excludables and safe harbor

    By rlb64, March 11, 2008
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • March 12, 2008

23. Safe Harbor Plan with only the owners deferring

    By Guest EPS2, March 11, 2008
    • 1 reply
    • 1.1k views
    • 
    • Kimberly S
    • March 11, 2008

24. 401k Roth refund - taxable portion < $100

    By legort69, February 29, 2008
    • 1 reply
    • 1.2k views
    • 
    • dcoderre
    • March 11, 2008

25. Safe-Harbor + Top-heavy

    By Lou S., March 10, 2008
    • 3 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 11, 2008

26. 414(s) compensation vs. 415(c)(3) compensation

    By jlea, March 9, 2008
    • 6 replies
    • 11.2k views
    • 
    • zimbo
    • March 10, 2008

27. top heavy when amending out of safe harbor

    By Kimberly S, March 10, 2008
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 10, 2008

28. SH Match - Calling Tom Poje

    By Blinky the 3-eyed Fish, February 27, 2008
    • 7 replies
    • 2.3k views
    • 
    • austin3515
    • March 9, 2008

29. Excluded Employee Makes Salary Deferrals

    By Dougsbpc, March 6, 2008
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • March 9, 2008

30. Replacement Plan

    By Gary, March 7, 2008
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 8, 2008

31. Off Calendar Year Catch-Up Contributions 1 2

    By buckaroo, September 20, 2007
    • 70 replies
    • 13.5k views
    • 
    • Kevin C
    • March 7, 2008

32. Last Day Rule

    By CJS07, March 6, 2008
    • 10 replies
    • 3.8k views
    • 
    • Tom Poje
    • March 7, 2008

33. ADP Refunds for Fiscal Year Plans

    By Guest swanson, March 6, 2008
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • March 7, 2008

34. Removal of TRustee - Board Resoltion

    By austin3515, March 6, 2008
    • 3 replies
    • 2.6k views
    • 
    • austin3515
    • March 7, 2008

35. Top Heavy Defined COntribution Plan

    By Gary, March 5, 2008
    • 2 replies
    • 1.6k views
    • 
    • Gary
    • March 6, 2008

36. Question about the immediate entry if hired by date feature

    By jkharvey, March 6, 2008
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • March 6, 2008

37. Distribution Fees charged to HCE for ADP Refund

    By Guest KAGrist, March 5, 2008
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 5, 2008

38. Roll out, pay tax, roll back in?

    By Lori H, March 3, 2008
    • 6 replies
    • 2.5k views
    • 
    • rcline46
    • March 5, 2008

39. Safe Harbor 3% Nonelective with Additional Match

    By Guest allisonperry, March 4, 2008
    • 6 replies
    • 6k views
    • 
    • Tom Poje
    • March 5, 2008

40. Automatic Escalation

    By Guest Lori Dillingham, February 29, 2008
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • March 5, 2008

41. rehire of former employee

    By lexi, February 28, 2008
    • 4 replies
    • 2k views
    • 
    • Bird
    • March 4, 2008

42. Catchup reclass

    By Guest Jeff Weber, March 3, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 4, 2008

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

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

44. Safe Harbor Contributions Not made

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

45. Shifting - No Match in Prior Year

    By KateSmithPA, February 28, 2008
    • 7 replies
    • 2.1k views
    • 
    • Tom Poje
    • March 3, 2008

46. Gap Period Loss

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

47. 401k Plan

    By Guest Lindee, February 29, 2008
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • February 29, 2008

48. 401K LOAN

    By Guest JILL SZ, February 28, 2008
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • February 28, 2008

49. Plan Fees paid by Employer/Plan Sponsor

    By MarZDoates, February 28, 2008
    • 0 replies
    • 1.2k views
    • 
    • MarZDoates
    • February 28, 2008

50. Same Desk Rule

    By Guest Pat Metallic, February 27, 2008
    • 1 reply
    • 5.6k views
    • 
    • Belgarath
    • February 28, 2008