401(k) Plans

19,276 topics in this forum

1. PPA Guidance- Nonpart directed?

   By austin3515, October 6, 2007
   • 1 reply
   • 1.6k views
   • 
   • austin3515
   • October 12, 2007

2. Top Heavy

   By Randy Watson, October 5, 2007
   • 2 replies
   • 1.3k views
   • 
   • Bird
   • October 8, 2007

3. discrimination testing for 401(k) and 403(b)

   By Guest Rocky, October 5, 2007
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • October 5, 2007

4. Pension Plan limits for 2008

   By Guest LSULLIVAN, October 5, 2007
   • 7 replies
   • 2.1k views
   • 
   • Mike Preston
   • October 5, 2007

5. 401(k) Plan and Allowable Rollovers

   By mlp0816, October 4, 2007
   • 1 reply
   • 1.4k views
   • 
   • masteff
   • October 4, 2007

6. Auto Enroll 90 day revocation

   By PMC, October 4, 2007
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • October 4, 2007

7. Reinstate Nonvested Amount to Rehire?

   By mming, October 3, 2007
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • October 3, 2007

8. 401(k) and 457 Plan

   By Cathy from Chicago, October 3, 2007
   • 1 reply
   • 1k views
   • 
   • John Feldt ERPA CPC QPA
   • October 3, 2007

9. approval of loans fiduciary or misisterial function?

   By k man, October 3, 2007
   • 2 replies
   • 1.2k views
   • 
   • Locust
   • October 3, 2007

10. No hours or compensation

    By jkharvey, October 3, 2007
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • October 3, 2007

11. Practical Guidance Over Dispute of Proper Beneficiary

    By Guest jhall, October 2, 2007
    • 7 replies
    • 3.1k views
    • 
    • Bob R
    • October 5, 2007

12. Form 5330 question

    By BG5150, October 1, 2007
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • October 1, 2007

13. QNEC question

    By BG5150, October 1, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • October 2, 2007

14. New Comparability Plan

    By Guest AJM 34, October 1, 2007
    • 8 replies
    • 3.1k views
    • 
    • austin3515
    • October 3, 2007

15. Prohibited Transactions/Parties in Interest

    By MBCarey, October 1, 2007
    • 0 replies
    • 1.1k views
    • 
    • MBCarey
    • October 1, 2007

16. Amending 401(k) to SIMPLE 401(k)

    By R. Butler, October 1, 2007
    • 3 replies
    • 1.3k views
    • 
    • MSN
    • October 2, 2007

17. First year profit share and W-2 box 13

    By masteff, September 27, 2007
    • 11 replies
    • 8.5k views
    • 
    • Appleby
    • October 2, 2007

18. document amendments not signed

    By Guest Dan Kutzke, September 26, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 26, 2007

19. QNEC

    By Guest AJM 34, September 26, 2007
    • 4 replies
    • 2.9k views
    • 
    • BG5150
    • October 2, 2007

20. How to start a Roth 401 k with a partnership

    By Guest rydercurry@hotmail.com, September 25, 2007
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • September 27, 2007

21. What limits to pro-rate for short initial years?

    By BG5150, September 25, 2007
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • September 27, 2007

22. Doctor with leased employees

    By Guest Pat Metallic, September 24, 2007
    • 25 replies
    • 7.4k views
    • 
    • Guest
    • October 1, 2007

23. Automatic Enrollment Safe Harbor plans

    By Brenda Wren, September 24, 2007
    • 0 replies
    • 1.1k views
    • 
    • Brenda Wren
    • September 24, 2007

24. Home builders unable to fulfill Safe Harbor obligation

    By Brenda Wren, September 24, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 24, 2007

25. Prevailing Wage as QNEC

    By Guest Rutager, September 24, 2007
    • 1 reply
    • 3k views
    • 
    • Mike Preston
    • September 24, 2007

26. Allocating funds received from class action suits

    By AKconsult, September 24, 2007
    • 0 replies
    • 1k views
    • 
    • AKconsult
    • September 24, 2007

27. Waiver of Participation safe harbor 401(k)

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

28. Beneficiary designation

    By Guest bernverd, September 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • September 24, 2007

29. Self-Employed Schedule C income loss & contributions

    By Guest ewhitmore, September 24, 2007
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • September 24, 2007

30. SAR for welfare plan mostly self-insured

    By Guest Dolores, September 23, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 23, 2007

31. LOANS - DEFAULT

    By Guest SPrince, September 23, 2007
    • 1 reply
    • 1.1k views
    • 
    • Sully
    • September 23, 2007

32. New Plan Design Help

    By Guest lmccormick, September 21, 2007
    • 9 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 23, 2007

33. 401(k) loan doc

    By Guest andrew@falesandco.com, September 20, 2007
    • 5 replies
    • 1.3k views
    • 
    • Kimberly S
    • September 21, 2007

34. Off Calendar Year Catch-Up Contributions 1 2

    By buckaroo, September 20, 2007
    • 70 replies
    • 11.7k views
    • 
    • Kevin C
    • March 7, 2008

35. Correcting An Account Error

    By Guest Karenm, September 20, 2007
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • September 20, 2007

36. 401(k) control question

    By Guest kdp, September 20, 2007
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • September 20, 2007

37. Last Man Standing

    By DTH, September 19, 2007
    • 8 replies
    • 1.7k views
    • 
    • Archimage
    • September 21, 2007

38. ADP/ACP where there are changes in controlled group

    By R. Butler, September 18, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • September 20, 2007

39. Amend discretionary match in SH plan

    By MSN, September 17, 2007
    • 5 replies
    • 1.8k views
    • 
    • Tom Poje
    • September 19, 2007

40. When is automatic enrollment not automatic enrollment?

    By CTipper, September 16, 2007
    • 14 replies
    • 2.6k views
    • 
    • MSN
    • October 3, 2007

41. Safe-harbor enhanced match

    By SMB, September 15, 2007
    • 3 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • September 18, 2007

42. Safe Harbor and unterminated plan

    By Dennis Povloski, September 14, 2007
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • September 14, 2007

43. Aduit 401k and MPP combined

    By sdix401k, September 14, 2007
    • 16 replies
    • 2.9k views
    • 
    • Guest
    • September 26, 2007

44. Lost Participants

    By austin3515, September 13, 2007
    • 11 replies
    • 3.7k views
    • 
    • Steelerfan
    • September 18, 2007

45. Coverage - No compensation - Military leave

    By fiona1, September 13, 2007
    • 0 replies
    • 1.1k views
    • 
    • fiona1
    • September 13, 2007

46. Erroneous Automatic Contributions

    By Guest Astro, September 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 13, 2007

47. 401(K) Plan with IRA money rolled in

    By Guest Mardi Gras, September 13, 2007
    • 1 reply
    • 973 views
    • 
    • masteff
    • September 13, 2007

48. 3rd Party Sick Pay

    By Guest kcousin, September 13, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 13, 2007

49. Another triple match question

    By jkharvey, September 13, 2007
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • September 13, 2007

50. ADP/ACP refunds taxable in current year regardless of timing of refund

    By Pension Nerd, September 12, 2007
    • 2 replies
    • 5.1k views
    • 
    • stephen
    • September 13, 2007