401(k) Plans

19,468 topics in this forum

1. ADP test eligible employee was excluded

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

2. Partnership 401(k) Plan

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

3. 414(S) COMPENSATION TESTING

   By Guest MCKEL, January 15, 2008
   • 4 replies
   • 2.6k views
   • 
   • AndyH
   • January 18, 2008

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

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

5. Annual match true-up

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

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

   By mming, January 15, 2008
   • 6 replies
   • 4.4k views
   • 
   • Kimberly S
   • January 16, 2008

7. When are HCE refunds included in income?

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

8. TOP HEAVY

   By Guest Mike Schwing, January 16, 2008
   • 2 replies
   • 1.2k views
   • 
   • Bird
   • January 16, 2008

9. Can a QACA Provide for Permissible Withdrawals?

   By rocknrolls2, December 4, 2007
   • 2 replies
   • 3k views
   • 
   • Guest
   • January 16, 2008

10. New DOL Fee Disclosure Rules

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

11. Annual Percentage Rate (APR) in Cross Testing

    By Alex Daisy, December 29, 2007
    • 26 replies
    • 8.8k views
    • 
    • Mike Preston
    • January 15, 2008

12. Transition Rule

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

13. SCORP - Employee deferral/Employer contributions for 2007

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

14. 2008 ADP Test

    By Earl, January 13, 2008
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • January 14, 2008

15. Timing of 415 amendment

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

16. Deferring pay after end of plan year

    By Guest Grumpy456, January 3, 2008
    • 17 replies
    • 4.3k views
    • 
    • Kimberly S
    • January 11, 2008

17. Partners in a 401(k) Plan

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

18. Election Forms not turned in on time

    By MarZDoates, January 10, 2008
    • 3 replies
    • 1.1k views
    • 
    • Kimberly S
    • January 10, 2008

19. Retiree Medical Subsidy

    By Guest MikeAIGFA, January 10, 2008
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • January 10, 2008

20. Hours- What to tell client

    By Guest raleightpa, January 9, 2008
    • 4 replies
    • 1.5k views
    • 
    • Kimberly S
    • January 10, 2008

21. Eligibility requirements and entry dates

    By mariemonroe, January 9, 2008
    • 2 replies
    • 1.5k views
    • 
    • Sully
    • January 10, 2008

22. 2007 refund deadline

    By Guest tmills, January 9, 2008
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • January 9, 2008

23. Safe Harbor plan and Top Heavy

    By Guest EPS2, January 9, 2008
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • January 9, 2008

24. HCEs & ADP

    By pmacduff, January 8, 2008
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • January 9, 2008

25. HCE and Employer Match

    By Guest think2much, January 8, 2008
    • 5 replies
    • 2.5k views
    • 
    • Tom Poje
    • January 9, 2008

26. Plan money has been escheated?

    By jkharvey, January 8, 2008
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 9, 2008

27. PT to FT eligibility

    By Guest JohnSB, January 8, 2008
    • 2 replies
    • 1.1k views
    • 
    • WDIK
    • January 8, 2008

28. Assets of Multiple Employer Plan prevented from leaving

    By Guest Iwonder, January 7, 2008
    • 1 reply
    • 1.3k views
    • 
    • Jean
    • January 8, 2008

29. 415 limit met, ok to reduce ps contrib to hce?

    By Guest jc1457, January 7, 2008
    • 8 replies
    • 1.6k views
    • 
    • QDROphile
    • January 8, 2008

30. Beneficiary

    By Guest JDK, January 7, 2008
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • January 8, 2008

31. Hardship Distributions

    By Guest bostonborn, January 3, 2008
    • 4 replies
    • 1.7k views
    • 
    • masteff
    • January 7, 2008

32. QACA

    By Belgarath, January 7, 2008
    • 2 replies
    • 1.6k views
    • 
    • Belgarath
    • January 7, 2008

33. Coverage Testing

    By Guest Mike Schwing, January 3, 2008
    • 6 replies
    • 2.7k views
    • 
    • zimbo
    • January 7, 2008

34. Spouse death results in hardship

    By Guest jdstar, January 6, 2008
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • January 6, 2008

35. Safe Harbor Match -- Additional Formula

    By Archimage, January 4, 2008
    • 0 replies
    • 1.4k views
    • 
    • Archimage
    • January 4, 2008

36. Catch-Up Reclass / Changes in plan-imposed limits during the plan year

    By Guest m2b2, December 26, 2007
    • 4 replies
    • 1.6k views
    • 
    • blue
    • January 4, 2008

37. Completing Form 5330

    By PLAN MAN, December 19, 2007
    • 5 replies
    • 3.4k views
    • 
    • JanetM
    • January 3, 2008

38. Re-hire Question

    By Oh so SIMPLE, January 3, 2008
    • 0 replies
    • 1.3k views
    • 
    • Oh so SIMPLE
    • January 3, 2008

39. per capita QNEC's

    By austin3515, January 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • January 3, 2008

40. Top-heavy Requirement?

    By Guest notapensiongeek, December 27, 2007
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • January 2, 2008

41. 401(k) excess profit sharing contributions

    By Guest paytaxesforusa, December 29, 2007
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 29, 2007

42. Top Heavy & Permissible Withdrawals

    By Jean, November 19, 2007
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 27, 2007

43. Proposed 408(b)(2) Regulations

    By jpod, December 27, 2007
    • 0 replies
    • 970 views
    • 
    • jpod
    • December 27, 2007

44. Forfeitures Used to Make Correction?

    By Guest shelterps, December 21, 2007
    • 3 replies
    • 1.8k views
    • 
    • pmacduff
    • December 26, 2007

45. Revocable Living Trust Agreement for 401(k) account registration

    By SRP, December 24, 2007
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • December 26, 2007

46. Controlled Group Clarification

    By amcorson, December 19, 2007
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • December 24, 2007

47. Individual Rate of Return Calculation

    By SRP, December 18, 2007
    • 5 replies
    • 2.6k views
    • 
    • RCK
    • December 21, 2007

48. Change Safe harbor from match to non-elective

    By ombskid, December 21, 2007
    • 1 reply
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • December 21, 2007

49. mental block... Max Allocation... SH MATCH/pro rata ER

    By K-t-F, December 20, 2007
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • December 20, 2007

50. Disregarded LLC?

    By Guest bouncingsoul, April 11, 2007
    • 5 replies
    • 4.7k views
    • 
    • AndyT
    • December 19, 2007