401(k) Plans

19,276 topics in this forum

1. ADP/ACP testing - Multiple ER

   By fiona1, May 24, 2007
   • 3 replies
   • 1.5k views
   • 
   • J Simmons
   • May 24, 2007

2. Elective deferral limit

   By Santo Gold, May 23, 2007
   • 2 replies
   • 1.3k views
   • 
   • Santo Gold
   • May 23, 2007

3. Leased Employed Hired as Common Law Employee

   By DTH, May 23, 2007
   • 2 replies
   • 2.1k views
   • 
   • masteff
   • May 23, 2007

4. Beneficary and waiver and divorce decree

   By Guest dulan, May 22, 2007
   • 3 replies
   • 1.9k views
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   • JanetM
   • May 22, 2007

5. Question regarding distribution,

   By Guest termy, May 19, 2007
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • May 21, 2007

6. Affiliated Service Group

   By Guest saotampa, May 17, 2007
   • 2 replies
   • 1.2k views
   • 
   • austin3515
   • May 22, 2007

7. 1040 Extended But NOT the 1065

   By austin3515, May 17, 2007
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • May 18, 2007

8. Top Heavy

   By Randy Watson, May 16, 2007
   • 15 replies
   • 2.6k views
   • 
   • Randy Watson
   • May 24, 2007

9. Auto enrollment & Control Groups

   By Guest M. Martin, May 16, 2007
   • 1 reply
   • 1.4k views
   • 
   • J Simmons
   • May 16, 2007

10. officer determination in partnership

    By wsp, May 15, 2007
    • 1 reply
    • 1.2k views
    • 
    • Kimberly S
    • May 15, 2007

11. merging safe harbor 401k with non-safe harbor 401k

    By Santo Gold, May 15, 2007
    • 4 replies
    • 3k views
    • 
    • Guest
    • May 30, 2007

12. EPCRS correction for excluded employees

    By Kimberly S, May 14, 2007
    • 3 replies
    • 1.3k views
    • 
    • Kimberly S
    • May 17, 2007

13. HCE and union member

    By lexi, May 14, 2007
    • 5 replies
    • 2.3k views
    • 
    • austin3515
    • May 14, 2007

14. SERP/HI Tax

    By Guest arasalin, May 11, 2007
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 18, 2007

15. Lost Plan Amendment Documents

    By Guest Ski Fast, May 11, 2007
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 11, 2007

16. HCE determination question

    By fiona1, May 10, 2007
    • 6 replies
    • 2.5k views
    • 
    • austin3515
    • May 12, 2007

17. ADP correction under EPCRS - Controlled Group

    By Guest awojtaszek, May 10, 2007
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • May 15, 2007

18. Form 5330 Excise Penalty Tax

    By Below Ground, May 9, 2007
    • 3 replies
    • 2.9k views
    • 
    • Belgarath
    • May 10, 2007

19. doctor continues to maintain psp/mpp. Company no longer practices

    By Lori H, May 9, 2007
    • 11 replies
    • 1.9k views
    • 
    • Kimberly S
    • May 11, 2007

20. Orphan Plan?

    By Guest trying2understand, May 9, 2007
    • 4 replies
    • 2k views
    • 
    • J Simmons
    • May 10, 2007

21. SAFE HARBOR NON-ELECTIVE

    By Guest Teddi, May 9, 2007
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • May 9, 2007

22. SH Match Question

    By smm, May 9, 2007
    • 2 replies
    • 1.1k views
    • 
    • smm
    • May 9, 2007

23. Failed ADP Test Really Passes

    By goldtpa, May 9, 2007
    • 2 replies
    • 1.4k views
    • 
    • goldtpa
    • May 9, 2007

24. HCE Threshold - 2006 Publication 560

    By Guest CharlieLaur, May 8, 2007
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • May 9, 2007

25. Exclusion of PRN Employees

    By Tinman, May 8, 2007
    • 1 reply
    • 3.2k views
    • 
    • Tom Poje
    • May 8, 2007

26. Deconversion Fee?

    By Guest m.n.ouellette, May 8, 2007
    • 2 replies
    • 3.9k views
    • 
    • Fredman
    • May 9, 2007

27. Adding a subsidiary with no employees

    By Lori H, May 7, 2007
    • 1 reply
    • 2k views
    • 
    • austin3515
    • May 8, 2007

28. My tax bracket

    By Guest Wedge1, May 5, 2007
    • 3 replies
    • 1.5k views
    • 
    • wsp
    • May 7, 2007

29. Coverage Testing - adding terminees to get the test to pass

    By Guest crosseyetester, May 5, 2007
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • May 7, 2007

30. Capital Accumulation Plan

    By Guest AlyssaC, May 4, 2007
    • 2 replies
    • 2.9k views
    • 
    • JanetM
    • May 7, 2007

31. Make-Up contributions

    By Guest dhall5, May 4, 2007
    • 2 replies
    • 1.4k views
    • 
    • austin3515
    • May 7, 2007

32. Permissible Withdrawals and Compliance Testing Impact

    By Jean, May 3, 2007
    • 0 replies
    • 1.4k views
    • 
    • Jean
    • May 3, 2007

33. K-1, Comp definition

    By Guest m.n.ouellette, May 3, 2007
    • 7 replies
    • 20.3k views
    • 
    • jpod
    • May 3, 2007

34. Roth 401k contributions

    By Guest Wedge1, May 3, 2007
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 8, 2007

35. ADP Test and Allocable Earnings

    By Guest AJM 34, May 2, 2007
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • May 3, 2007

36. ADP refunds and 401(g) refunds

    By Guest DWH, May 2, 2007
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • May 3, 2007

37. Multiple Employer 401(k) Plans

    By Guest Jim K, May 2, 2007
    • 0 replies
    • 962 views
    • 
    • Guest
    • May 2, 2007

38. SH Match - Company Sold

    By Guest saotampa, May 1, 2007
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • May 3, 2007

39. Roth Contributions

    By Guest IRISH79, May 1, 2007
    • 2 replies
    • 1.1k views
    • 
    • Steelerfan
    • May 2, 2007

40. Switching from basic to enhanced match

    By Santo Gold, May 1, 2007
    • 4 replies
    • 1.9k views
    • 
    • Kevin C
    • May 1, 2007

41. Catchup only 1 2

    By ombskid, April 30, 2007
    • 53 replies
    • 10.2k views
    • 
    • Kevin C
    • August 2, 2007

42. I might be working for a government agency soon...should I put my 401(k) in 457 or 401(a)

    By Guest GoGoLucky, April 27, 2007
    • 1 reply
    • 1k views
    • 
    • masteff
    • May 1, 2007

43. Safe Harbor QNEC not made for HCE

    By TPA Bob, April 27, 2007
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • April 30, 2007

44. Interest on Late Deferrals

    By Below Ground, April 27, 2007
    • 3 replies
    • 1.6k views
    • 
    • Below Ground
    • April 30, 2007

45. Failure to Make SH Contributions

    By Guest rmyoung, April 27, 2007
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • April 27, 2007

46. "mistaken contribution" (sort of"

    By benpat3, April 26, 2007
    • 1 reply
    • 1.6k views
    • 
    • masteff
    • May 1, 2007

47. Life Insurance Agent, a 401(k) Plan and Statutory Employee

    By CTipper, April 25, 2007
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • April 26, 2007

48. safe harbor profit sharing

    By k man, April 24, 2007
    • 3 replies
    • 2.1k views
    • 
    • austin3515
    • May 7, 2007

49. Hardship Suspensions

    By Guest kmathis, April 24, 2007
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • April 24, 2007

50. Timing of profit sharing contributions in solo 401(k)

    By Guest helpmyretirement, April 24, 2007
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • April 24, 2007