401(k) Plans

19,294 topics in this forum

1. Safe Harbor Match for HCE's

   By Guest MrT, November 12, 2007
   • 6 replies
   • 2.2k views
   • 
   • Tom Poje
   • November 13, 2007

2. ADP/ACP test & 410(b) test of a controlled group

   By Guest jkrad, February 17, 2005
   • 22 replies
   • 9.4k views
   • 
   • austin3515
   • November 12, 2007

3. 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

4. Different Levels of Match

   By jkharvey, November 9, 2007
   • 11 replies
   • 2.6k views
   • 
   • Tom Poje
   • November 12, 2007

5. excluding union employees from safe harbor match

   By Guest medinael, November 9, 2007
   • 1 reply
   • 1.7k views
   • 
   • austin3515
   • November 11, 2007

6. 1099R code for age 59 1/2

   By Guest jvandyke, November 9, 2007
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • November 9, 2007

7. New QACA - Effect of Rehires upon Automatic Contribution Increases and Permissible Withdrawals

   By rocknrolls2, November 9, 2007
   • 0 replies
   • 1.9k views
   • 
   • rocknrolls2
   • November 9, 2007

8. In Service Distributions after 59 1/2

   By Guest Sbart62, November 9, 2007
   • 1 reply
   • 1.3k views
   • 
   • Trekker
   • November 9, 2007

9. QDIA Fees within 90 day of first investment

   By blue, November 8, 2007
   • 0 replies
   • 1.1k views
   • 
   • blue
   • November 8, 2007

10. Participants did not receive Safe Harbor

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

11. safe harbor plan

    By k man, November 8, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • November 8, 2007

12. ACA vs EACA

    By blue, November 7, 2007
    • 3 replies
    • 8.4k views
    • 
    • blue
    • November 8, 2007

13. Real Estate in a Profit Sharing Plan

    By Guest ellah, November 7, 2007
    • 4 replies
    • 4.6k views
    • 
    • Guest
    • November 7, 2007

14. IRS Audit - problem w/ Compensation Definition

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

15. Rainmaker Plus

    By Guest Dolores, November 5, 2007
    • 7 replies
    • 2.9k views
    • 
    • Peanut Butter Man
    • November 7, 2007

16. Safe Harbor Plan Aggregation

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

17. Collective Bargained Employees

    By Guest Twinky, November 6, 2007
    • 2 replies
    • 1k views
    • 
    • Guest
    • November 6, 2007

18. Survey: What do you pay/charge for SPECIAL services on a 401(k) plan?

    By SRP, November 5, 2007
    • 1 reply
    • 1.1k views
    • 
    • John Feldt ERPA CPC QPA
    • November 5, 2007

19. Maximum Hardship Amounts

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

20. 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

21. I'm lost

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

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

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

23. QDIA Stable Value

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

24. Meaning of "Discretionary"

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

25. vesting on individual account statements

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

26. Plan Termination and ADP/ACP test

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

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

    By SRP, October 31, 2007
    • 0 replies
    • 1.1k views
    • 
    • SRP
    • October 31, 2007

28. Late Employer Contributions under VCP

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

29. Purchase of SPIA outside of 401k plan

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

30. Safe Harbor "Wait-and-See" Notice

    By Jilliandiz, August 1, 2007
    • 11 replies
    • 4k views
    • 
    • austin3515
    • October 27, 2007

31. Safe Harbor Match - Not for 2008

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

32. Charging Administrative Fees to Terminated Vested Participants

    By Randy Watson, July 26, 2005
    • 15 replies
    • 7.3k views
    • 
    • Beltane
    • October 26, 2007

33. Deferrals and W-2 Comp

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

34. Distribution Fee Exceeding Participant Acct. Balance

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

35. Terminated plan with small balance participants

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

36. Client did not remit deferrals

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

37. QNEC's

    By Guest AJM 34, September 5, 2007
    • 6 replies
    • 1.6k views
    • 
    • Tom Poje
    • October 25, 2007

38. 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

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

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

40. Safe Harbor Notice?

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

41. Profit Sharing calculation

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

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

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

43. Net earned income computation for partnership

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

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

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

45. Plan Effective Date

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

46. Roth 5-Year Period for Rehires

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

47. Collectively Bargained Employees and plan features

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

48. general question about affiliated service

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

49. profit sharing correction

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

50. compensation definition

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