401(k) Plans

19,451 topics in this forum

1. Safe Harbor Nonelective with additional Employer Profit Sharing

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

2. QNEC to fix failed ADP

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

3. Failed ADP Test - QNECs - Terminated EEs

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

4. Capping Discretionary Matching Contributions

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

5. Failure to make employer contribution deposit

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

6. Safe Harbor Plan Termination Short Plan Year

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

7. SHNE - Eligible Participants

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

8. Safe Harbor Nonelective retroactive to Jan 1

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

9. Balance Forward 401(k)

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

10. PPA Pooled Account Disclosures

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

11. Plan Termination - RMD

    By blue, January 30, 2008
    • 3 replies
    • 1.5k views
    • 
    • Kimberly S
    • January 31, 2008

12. Deductibilty based on compensation of participants not deferring

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

13. Waiver of Participation safe harbor 401(k)

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

14. Improving Overall Knowledge

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

15. Discretionary Match - Stopped but Not for Everyone

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

16. Excludible employee

    By Guest erepper, January 28, 2008
    • 6 replies
    • 2k views
    • 
    • austin3515
    • January 30, 2008

17. Discounted Employer Stock

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

18. Catch-Up/Testing

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

19. Default Investments

    By Gary, January 28, 2008
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • January 28, 2008

20. Elective Deferral Contributions after year-end

    By Guest Thomas2006, January 27, 2008
    • 4 replies
    • 1.4k views
    • 
    • oriecat
    • January 28, 2008

21. Pension Transfer Trust Plan

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

22. Shared 401(a) Trust

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

23. Time limit to submit deferrals and matches

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

24. 401k and IRA

    By Guest VicRoach, January 25, 2008
    • 2 replies
    • 1k views
    • 
    • Appleby
    • January 25, 2008

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

    By Guest jhall, January 25, 2008
    • 5 replies
    • 2.8k views
    • 
    • Appleby
    • January 25, 2008

26. Amending plan for new formula

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

27. Are they Leased or are they Temporary?

    By CTipper, January 18, 2008
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2008

28. Elective Deferrals For the Self-Employed

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

29. Carve Out Method

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

30. Catch-up reclassification

    By MoShawn, January 17, 2008
    • 3 replies
    • 2.3k views
    • 
    • buckaroo
    • January 23, 2008

31. Comp & deferral adjustments?

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

32. ADP / ACP Testing

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

33. Quarterly Benefit Statements / Notice Required?

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

34. ADP test eligible employee was excluded

    By blue, January 18, 2008
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • January 18, 2008

35. Partnership 401(k) Plan

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

36. 414(S) COMPENSATION TESTING

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

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

    By BeanCounterBlues, January 17, 2008
    • 3 replies
    • 3.2k views
    • 
    • BeanCounterBlues
    • January 17, 2008

38. Annual match true-up

    By buckaroo, January 16, 2008
    • 2 replies
    • 1.7k views
    • 
    • JanetM
    • January 17, 2008

39. Waiver of Participation in a Safe Harbor 401(k) Plan

    By mming, January 15, 2008
    • 6 replies
    • 4.3k views
    • 
    • Kimberly S
    • January 16, 2008

40. When are HCE refunds included in income?

    By oriecat, January 15, 2008
    • 4 replies
    • 1.6k views
    • 
    • oriecat
    • January 16, 2008

41. TOP HEAVY

    By Guest Mike Schwing, January 16, 2008
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • January 16, 2008

42. Can a QACA Provide for Permissible Withdrawals?

    By rocknrolls2, December 4, 2007
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • January 16, 2008

43. New DOL Fee Disclosure Rules

    By Ron Snyder, January 15, 2008
    • 1 reply
    • 1.3k views
    • 
    • four01kman
    • January 15, 2008

44. Annual Percentage Rate (APR) in Cross Testing

    By Alex Daisy, December 29, 2007
    • 26 replies
    • 8.7k views
    • 
    • Mike Preston
    • January 15, 2008

45. Transition Rule

    By justatester, January 10, 2008
    • 4 replies
    • 7.3k views
    • 
    • justatester
    • January 14, 2008

46. SCORP - Employee deferral/Employer contributions for 2007

    By Guest 401K_Help, January 12, 2008
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • January 14, 2008

47. 2008 ADP Test

    By Earl, January 13, 2008
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • January 14, 2008

48. Timing of 415 amendment

    By blue, January 11, 2008
    • 1 reply
    • 1.2k views
    • 
    • blue
    • January 11, 2008

49. Deferring pay after end of plan year

    By Guest Grumpy456, January 3, 2008
    • 17 replies
    • 4.2k views
    • 
    • Kimberly S
    • January 11, 2008

50. Partners in a 401(k) Plan

    By Alex Daisy, January 10, 2008
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • January 11, 2008