401(k) Plans

19,321 topics in this forum

1. LLC Compensation and ADP ACP Tests

   By Guest Ted Kowalchuk, CFP, CFS,, March 5, 2007
   • 6 replies
   • 1.4k views
   • 
   • Mike Preston
   • March 6, 2007

2. Simple IRA Plans

   By Guest cconnell, March 5, 2007
   • 0 replies
   • 959 views
   • 
   • Guest
   • March 5, 2007

3. Loan Rollover to Multiple Employer Plan

   By Below Ground, March 5, 2007
   • 0 replies
   • 1.2k views
   • 
   • Below Ground
   • March 5, 2007

4. ACP Testing in SH Match Plan

   By austin3515, March 5, 2007
   • 7 replies
   • 2.2k views
   • 
   • austin3515
   • March 7, 2007

5. ACP

   By Guest 401knewbie, March 5, 2007
   • 4 replies
   • 1.1k views
   • 
   • Guest
   • March 5, 2007

6. 401k Distributions for NON US Citizens living outside the US

   By Guest ahyland, March 5, 2007
   • 2 replies
   • 1.9k views
   • 
   • lexi
   • March 6, 2007

7. Top Heavy Aggregation

   By legort69, March 2, 2007
   • 0 replies
   • 886 views
   • 
   • legort69
   • March 2, 2007

8. retain in-service withdrawal right for rollover?

   By Guest IRISH79, March 2, 2007
   • 1 reply
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • March 5, 2007

9. prefunding of profit sharing

   By wsp, March 2, 2007
   • 3 replies
   • 2.7k views
   • 
   • Belgarath
   • March 2, 2007

10. Loan 8 months behind in payments

    By Jim Chad, March 2, 2007
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 2, 2007

11. HELP - 415 compensation definition

    By PAL, March 2, 2007
    • 0 replies
    • 2.7k views
    • 
    • PAL
    • March 2, 2007

12. Filing for Determination Letter

    By Guest Thornton, March 1, 2007
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • March 1, 2007

13. ERISA Outline Book Qrtly Update

    By blue, March 1, 2007
    • 8 replies
    • 1.6k views
    • 
    • Don Levit
    • March 2, 2007

14. "on call" employees and determining hours of service

    By Guest MikeD, March 1, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 2, 2007

15. Consequences of Disqualification

    By Guest PBJ, March 1, 2007
    • 2 replies
    • 1.7k views
    • 
    • Peter Gulia
    • March 2, 2007

16. Qualified Rollover

    By Guest caddieadmin, March 1, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 1, 2007

17. allocating forfeitures against safe harbor match

    By Guest Patkelley007, March 1, 2007
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2007

18. Match in excess of formula and ACP Test

    By commishvp, March 1, 2007
    • 6 replies
    • 2.8k views
    • 
    • fiona1
    • March 1, 2007

19. Excessive or unauthorized contributions

    By Guest jvanheyde, March 1, 2007
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • March 1, 2007

20. Changing ADP test from Prior to Current Year

    By Jed Macy, March 1, 2007
    • 1 reply
    • 2.7k views
    • 
    • Tom Poje
    • March 1, 2007

21. Deferral "logic" for HCE

    By SMB, February 28, 2007
    • 1 reply
    • 1.2k views
    • 
    • stephen
    • February 28, 2007

22. Earned Income

    By Guest Rutager, February 28, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 28, 2007

23. Prior Year method, first only has HCEs

    By John Feldt ERPA CPC QPA, February 28, 2007
    • 17 replies
    • 3.7k views
    • 
    • Archimage
    • March 8, 2007

24. FIRST PLAN YEAR IS SHORT.

    By Lori H, February 28, 2007
    • 1 reply
    • 993 views
    • 
    • WDIK
    • February 28, 2007

25. Control Group - LLC

    By Guest jetfaninmn, February 28, 2007
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • February 28, 2007

26. SAFE HARBOR AND CONTROLLED GROUP

    By Earl, February 28, 2007
    • 38 replies
    • 22.9k views
    • 
    • Luke Bailey
    • March 3, 2022

27. Ownership & Top Paid Group

    By CJS07, February 27, 2007
    • 2 replies
    • 1k views
    • 
    • WDIK
    • February 27, 2007

28. IRS Missing Participant Program

    By preErisa, February 27, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • February 27, 2007

29. Limiting participation in Individually Directed Accounts within a 401(k)

    By Guest GoldenBear03, February 27, 2007
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • February 27, 2007

30. PPA Question re: Default Investments

    By Guest GoldenBear03, February 27, 2007
    • 0 replies
    • 893 views
    • 
    • Guest
    • February 27, 2007

31. Combination DB & DC Plans

    By Guest Gee Bee Fran, February 27, 2007
    • 1 reply
    • 958 views
    • 
    • John Feldt ERPA CPC QPA
    • February 27, 2007

32. different eligibilty for EE groups in Safe harbor

    By Guest hyper, February 27, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 27, 2007

33. QSLOB Question

    By Guest Bearlee, February 27, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 27, 2007

34. Beneficiary

    By Guest stevena1, February 26, 2007
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • February 27, 2007

35. Does a transfer of assets trigger a required minimum distribution

    By katieinny, February 26, 2007
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • February 27, 2007

36. Basic Eligibility Question

    By Guest caddieadmin, February 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • February 26, 2007

37. When does the employee become a participant/

    By Guest Tammy2006, February 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • February 26, 2007

38. Distribution made directly from Employer and not trust

    By jkharvey, February 26, 2007
    • 7 replies
    • 1.4k views
    • 
    • austin3515
    • February 27, 2007

39. 1099R and Code P

    By Guest dave1957, February 24, 2007
    • 4 replies
    • 1.6k views
    • 
    • Disco Stu
    • February 26, 2007

40. Safe harbor 3% and Comp while a participant

    By rfahey, February 23, 2007
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • February 28, 2007

41. Mix & Match Safe Harbor

    By Guest SusanE, February 23, 2007
    • 1 reply
    • 1.1k views
    • 
    • RCK
    • February 23, 2007

42. Corp Tax Deadline and PS Funding

    By Guest saotampa, February 23, 2007
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2007

43. Is this employee counted in ADP test

    By jkharvey, February 22, 2007
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • February 22, 2007

44. LLC and owner contributions

    By Guest jetfaninmn, February 22, 2007
    • 6 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2007

45. Vesting question

    By mlp0816, February 22, 2007
    • 2 replies
    • 1.1k views
    • 
    • mlp0816
    • February 22, 2007

46. User Fee and Tax Credit

    By Guest caddieadmin, February 22, 2007
    • 3 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 22, 2007

47. 2005 Employer Contribution not yet allocated

    By PMC, February 21, 2007
    • 3 replies
    • 1.3k views
    • 
    • PMC
    • February 22, 2007

48. Another HCE question

    By Brenda Wren, February 21, 2007
    • 1 reply
    • 1k views
    • 
    • Bob R
    • February 22, 2007

49. Interesting HCE question

    By Brenda Wren, February 21, 2007
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • February 21, 2007

50. Stock option gain on W-2, excluded from Comp?

    By Guest jefe96, February 21, 2007
    • 1 reply
    • 1.9k views
    • 
    • Locust
    • February 22, 2007