401(k) Plans

19,366 topics in this forum

1. Top heavy - Safe Harbor

   By CJS07, March 14, 2007
   • 2 replies
   • 1.8k views
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   • Guest
   • March 14, 2007

2. Gateway ? for various dc scenarios

   By abanky, March 14, 2007
   • 2 replies
   • 1.6k views
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   • abanky
   • March 14, 2007

3. ACP Refunds vs. Match Forfeitures

   By zimbo, March 14, 2007
   • 5 replies
   • 6.2k views
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   • Tom Poje
   • March 14, 2007

4. Service Contract Act contributions

   By Guest dhall111, March 12, 2007
   • 4 replies
   • 11k views
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   • Guest
   • March 14, 2007

5. Returning ADP refunds to opt for a QNEC

   By fiona1, March 14, 2007
   • 0 replies
   • 1.1k views
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   • fiona1
   • March 14, 2007

6. Discretionary Match & March 15 deadline

   By Guest Troy S., March 14, 2007
   • 1 reply
   • 1.4k views
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   • Jim Chad
   • March 14, 2007

7. Controlled Group Question

   By Guest John Kleeman, March 12, 2007
   • 9 replies
   • 1.6k views
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   • Jim Chad
   • March 14, 2007

8. amending compensation definition

   By Guest kevb, March 14, 2007
   • 0 replies
   • 1.1k views
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   • Guest
   • March 14, 2007

9. QNEC FOR ADP/ACP FAILURE

   By Guest mrjones, March 14, 2007
   • 0 replies
   • 1.3k views
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   • Guest
   • March 14, 2007

10. Merging SH 401(k) and non-SH 401(k) mid year

    By lexi, March 9, 2007
    • 4 replies
    • 2k views
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    • PMC
    • March 13, 2007

11. Final 401k amendment due date

    By rlb64, March 13, 2007
    • 1 reply
    • 1.7k views
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    • Tom Poje
    • March 13, 2007

12. Impermissible hardship distribution

    By Belgarath, March 13, 2007
    • 2 replies
    • 1.7k views
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    • Belgarath
    • March 13, 2007

13. 401k only - coverage failure

    By Guest M. Martin, March 10, 2007
    • 3 replies
    • 4.7k views
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    • Tom Poje
    • March 13, 2007

14. Payroll Based Match

    By Guest jusducki, March 13, 2007
    • 4 replies
    • 1.4k views
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    • Jim Chad
    • March 13, 2007

15. Safe Harbor contribution on wages after termination?

    By Guest mookie23, March 12, 2007
    • 1 reply
    • 1k views
    • 
    • k man
    • March 12, 2007

16. Mid-Year Change in Eligibility

    By Guest KMP, March 12, 2007
    • 1 reply
    • 1.3k views
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    • Mike Preston
    • March 12, 2007

17. Time Deadline for Annual Valuation & Annual Participant Stmts

    By Guest Dash02, March 12, 2007
    • 1 reply
    • 1.2k views
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    • Belgarath
    • March 12, 2007

18. Calculation of an ADR

    By Guest Grumpy456, March 8, 2007
    • 5 replies
    • 2.1k views
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    • Guest
    • March 12, 2007

19. Failed ADP test solution

    By Guest jusducki, March 12, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 12, 2007

20. ADP testing and excluded class of employees

    By eilano, March 8, 2007
    • 11 replies
    • 4.4k views
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    • eilano
    • March 12, 2007

21. Minimum Age Requirements

    By Guest caddieadmin, March 11, 2007
    • 1 reply
    • 1.5k views
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    • Mike Preston
    • March 11, 2007

22. 401(k) and Keogh Plan

    By Guest mbg76, March 9, 2007
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • March 10, 2007

23. plan loans - no income to repay

    By Guest justbetmd, March 9, 2007
    • 1 reply
    • 1.1k views
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    • QDROphile
    • March 9, 2007

24. Sole Prop Calculation Software

    By Guest tmv12345, March 7, 2007
    • 5 replies
    • 1.8k views
    • 
    • Gary Lesser
    • March 9, 2007

25. Net Earned Income Calcl. with 2 employer sources

    By Guest bernie lomax, February 18, 2004
    • 14 replies
    • 2.5k views
    • 
    • Gary Lesser
    • March 9, 2007

26. Termination of Safe Harbor 401(k)

    By k man, March 5, 2007
    • 8 replies
    • 2.3k views
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    • Jim Chad
    • March 9, 2007

27. Sole Proprietor Salary Deferral

    By Below Ground, March 7, 2007
    • 9 replies
    • 3.6k views
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    • Below Ground
    • March 9, 2007

28. Multiple top heavy years

    By lexi, March 8, 2007
    • 3 replies
    • 1.2k views
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    • Jim Chad
    • March 9, 2007

29. Oops! Someone forgot to tell payroll about auto enrollment!

    By Guest Rider, March 8, 2007
    • 1 reply
    • 1.3k views
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    • 401_4_ever
    • March 8, 2007

30. Corrective QNECs and ADP test

    By Guest ghutson, March 8, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • March 8, 2007

31. 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

32. Accountant's Opinion

    By Guest HRGuyinSF, March 8, 2007
    • 1 reply
    • 1.5k views
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    • austin3515
    • March 8, 2007

33. Mergers and 401k Safe harbors

    By perkinsran, March 7, 2007
    • 0 replies
    • 1k views
    • 
    • perkinsran
    • March 7, 2007

34. Can Beneficiary Designations Specify a Dollar Amount Instead of a Percentage?

    By namealreadyinuse, March 7, 2007
    • 2 replies
    • 1.6k views
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    • QDROphile
    • March 7, 2007

35. Amending a Safe Harbor Plan

    By Archimage, November 29, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2007

36. Arbitration Match Issue

    By Guest benefitstudent, March 7, 2007
    • 4 replies
    • 1.3k views
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    • QDROphile
    • March 7, 2007

37. ACP Safe Harbor

    By Guest Thornton, March 7, 2007
    • 2 replies
    • 1.8k views
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    • stephen
    • March 7, 2007

38. Hardship Withdrawal Beneficiary Expenses

    By DTH, March 7, 2007
    • 1 reply
    • 1.8k views
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    • Belgarath
    • March 7, 2007

39. Terminating safe harbor nonelective contribution

    By k man, March 7, 2007
    • 0 replies
    • 1.4k views
    • 
    • k man
    • March 7, 2007

40. ACP Testing in SH Match Plan

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

41. Davis-Bacon credit for Matching Contribs

    By Guest dbvail, March 6, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 6, 2007

42. Vesting under Merged Plans

    By goldtpa, March 5, 2007
    • 1 reply
    • 1.3k views
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    • goldtpa
    • March 6, 2007

43. roth 401k contributions

    By Santo Gold, March 6, 2007
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • March 6, 2007

44. Two plans better than one?

    By Guest Lawrenceg, March 6, 2007
    • 0 replies
    • 912 views
    • 
    • Guest
    • March 6, 2007

45. Canadian residents as participants in US 401(k) plan

    By lexi, March 6, 2007
    • 0 replies
    • 1.8k views
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    • lexi
    • March 6, 2007

46. 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

47. LLC Compensation and ADP ACP Tests

    By Guest Ted Kowalchuk, CFP, CFS,, March 5, 2007
    • 6 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 6, 2007

48. Blackout Notice Failure and Market Loss

    By Guest Lawrenceg, March 5, 2007
    • 0 replies
    • 1.5k views
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    • Guest
    • March 5, 2007

49. Simple IRA Plans

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

50. ACP

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