401(k) Plans

19,389 topics in this forum

1. Multiple top heavy years

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

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

   By Guest Rider, March 8, 2007
   • 1 reply
   • 1.4k views
   • 
   • 401_4_ever
   • March 8, 2007

3. Corrective QNECs and ADP test

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

4. 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

5. Accountant's Opinion

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

6. Mergers and 401k Safe harbors

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

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

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

8. Amending a Safe Harbor Plan

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

9. Arbitration Match Issue

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

10. ACP Safe Harbor

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

11. Hardship Withdrawal Beneficiary Expenses

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

12. Terminating safe harbor nonelective contribution

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

13. ACP Testing in SH Match Plan

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

14. Davis-Bacon credit for Matching Contribs

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

15. Vesting under Merged Plans

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

16. roth 401k contributions

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

17. Two plans better than one?

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

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

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

19. 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

20. 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

21. Blackout Notice Failure and Market Loss

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

22. Simple IRA Plans

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

23. ACP

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

24. Loan Rollover to Multiple Employer Plan

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

25. 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

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

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

27. Top Heavy Aggregation

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

28. Consequences of Disqualification

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

29. prefunding of profit sharing

    By wsp, March 2, 2007
    • 3 replies
    • 2.8k views
    • 
    • Belgarath
    • March 2, 2007

30. ERISA Outline Book Qrtly Update

    By blue, March 1, 2007
    • 8 replies
    • 1.7k views
    • 
    • Don Levit
    • March 2, 2007

31. Loan 8 months behind in payments

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

32. 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

33. HELP - 415 compensation definition

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

34. Filing for Determination Letter

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

35. Match in excess of formula and ACP Test

    By commishvp, March 1, 2007
    • 6 replies
    • 2.9k views
    • 
    • fiona1
    • March 1, 2007

36. Qualified Rollover

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

37. Excessive or unauthorized contributions

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

38. Changing ADP test from Prior to Current Year

    By Jed Macy, March 1, 2007
    • 1 reply
    • 2.8k views
    • 
    • Tom Poje
    • March 1, 2007

39. Deferral "logic" for HCE

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

40. Earned Income

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

41. Safe harbor 3% and Comp while a participant

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

42. FIRST PLAN YEAR IS SHORT.

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

43. Control Group - LLC

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

44. Unique requirements for vesting

    By Guest caddieadmin, February 16, 2007
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • February 28, 2007

45. Ownership & Top Paid Group

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

46. 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

47. IRS Missing Participant Program

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

48. LLC and owner contributions

    By Guest jetfaninmn, February 22, 2007
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2007

49. Combination DB & DC Plans

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

50. PPA Question re: Default Investments

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