401(k) Plans

19,451 topics in this forum

1. Graduated Matching Formula

   By TPA Bob, March 23, 2007
   • 7 replies
   • 1.5k views
   • 
   • TPA Bob
   • March 26, 2007

2. SAS 70 Audits and the Healthcare/Benefits Industry

   By Guest SAS70Auditor, March 25, 2007
   • 0 replies
   • 1k views
   • 
   • Guest
   • March 25, 2007

3. QNEC's

   By Guest caddieadmin, March 19, 2007
   • 2 replies
   • 1.3k views
   • 
   • BG5150
   • March 23, 2007

4. Employment contract vs Discretionary

   By Guest EllenD, March 22, 2007
   • 9 replies
   • 2.3k views
   • 
   • JanetM
   • March 22, 2007

5. 401(k) Match Reduction

   By Guest IraSue, March 20, 2007
   • 8 replies
   • 2k views
   • 
   • JanetM
   • March 22, 2007

6. Removing Life Insurance

   By Guest anne1, March 21, 2007
   • 1 reply
   • 1.6k views
   • 
   • Locust
   • March 22, 2007

7. deferring on severence pay

   By Guest SueM382, March 21, 2007
   • 2 replies
   • 2k views
   • 
   • david rigby
   • March 22, 2007

8. IRA Rollover into a qualified plan

   By Pension Panda, March 22, 2007
   • 1 reply
   • 1.2k views
   • 
   • JanetM
   • March 22, 2007

9. automatic enrollment

   By k man, March 22, 2007
   • 0 replies
   • 1.2k views
   • 
   • k man
   • March 22, 2007

10. Amending/Restating to a Simple 401(k)

    By Guest MRK, March 20, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 22, 2007

11. Catchup in TH Plan

    By ombskid, March 21, 2007
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 21, 2007

12. 401(k) Plan with Calendar Limitation Year and Fiscal Plan Year

    By Guest geschaft, March 21, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 21, 2007

13. 401k Loans Primary Residence

    By PainPA, March 21, 2007
    • 4 replies
    • 3.5k views
    • 
    • Guest
    • March 21, 2007

14. Reducing Safe Harbor Match

    By Guest Twinky, March 20, 2007
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 21, 2007

15. 2005 Safe Harbor Contribution not made

    By Guest Twinky, March 20, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 21, 2007

16. Eligibility for rehired employees

    By Guest aquarius, March 21, 2007
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 21, 2007

17. Amendment to add otherwise ineligible participant

    By Guest Powers, March 19, 2007
    • 16 replies
    • 3.7k views
    • 
    • austin3515
    • March 21, 2007

18. more prior year testing ?...

    By pmacduff, March 16, 2007
    • 9 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • March 20, 2007

19. Auto enroll

    By rlb64, March 16, 2007
    • 4 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • March 20, 2007

20. Top Heavy 401k - initial Plan Year

    By Bruddah Kimo, March 19, 2007
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 20, 2007

21. Shifting deferrals to the ACP / 2 different plans

    By fiona1, March 14, 2007
    • 7 replies
    • 2k views
    • 
    • fiona1
    • March 19, 2007

22. Employer Stock and 404(c)

    By Guest IRISH79, March 15, 2007
    • 1 reply
    • 1.3k views
    • 
    • k man
    • March 19, 2007

23. Employee Classification and Crediting Prior Service

    By Guest caddieadmin, March 18, 2007
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • March 18, 2007

24. Employee Nonqualified Deferral Election

    By rocknrolls2, March 16, 2007
    • 3 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • March 16, 2007

25. Going from Simple to 401(k) plan

    By Guest CathyS, March 16, 2007
    • 2 replies
    • 1.1k views
    • 
    • Archimage
    • March 16, 2007

26. New loan allowed by IRS lien?

    By AlbanyConsultant, March 16, 2007
    • 1 reply
    • 1.4k views
    • 
    • Jim Chad
    • March 16, 2007

27. Discretionary Match Issue

    By Guest CathyS, March 15, 2007
    • 3 replies
    • 1.4k views
    • 
    • Kimberly S
    • March 16, 2007

28. Missed Deferral and Match

    By Guest 401knewbie, March 14, 2007
    • 4 replies
    • 1.6k views
    • 
    • Jim Chad
    • March 15, 2007

29. 401k safe harbor

    By Guest kbett, March 15, 2007
    • 4 replies
    • 1.3k views
    • 
    • stephen
    • March 15, 2007

30. Plan Fees

    By Guest Kim Daughrty, March 15, 2007
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • March 15, 2007

31. Mutliple Employer 401(k) Plan Advantages

    By Guest STP20004, March 14, 2007
    • 8 replies
    • 1.7k views
    • 
    • Guest
    • March 15, 2007

32. Auto enrollment immediate eligibility

    By Guest IRISH79, March 15, 2007
    • 2 replies
    • 2.6k views
    • 
    • JanetM
    • March 15, 2007

33. Company Stock post-sale

    By Guest NewsToMe, March 15, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 15, 2007

34. HCE Determination

    By Guest Grumpy456, March 14, 2007
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 15, 2007

35. Asset Sale & Plan to Plan Transfer

    By Guest padmin, March 15, 2007
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • March 15, 2007

36. Top heavy - Safe Harbor

    By CJS07, March 14, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 14, 2007

37. Gateway ? for various dc scenarios

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

38. ACP Refunds vs. Match Forfeitures

    By zimbo, March 14, 2007
    • 5 replies
    • 6.5k views
    • 
    • Tom Poje
    • March 14, 2007

39. Service Contract Act contributions

    By Guest dhall111, March 12, 2007
    • 4 replies
    • 11.5k views
    • 
    • Guest
    • March 14, 2007

40. Returning ADP refunds to opt for a QNEC

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

41. Discretionary Match & March 15 deadline

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

42. Controlled Group Question

    By Guest John Kleeman, March 12, 2007
    • 9 replies
    • 1.7k views
    • 
    • Jim Chad
    • March 14, 2007

43. amending compensation definition

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

44. QNEC FOR ADP/ACP FAILURE

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

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

    By lexi, March 9, 2007
    • 4 replies
    • 2.1k views
    • 
    • PMC
    • March 13, 2007

46. Final 401k amendment due date

    By rlb64, March 13, 2007
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • March 13, 2007

47. Impermissible hardship distribution

    By Belgarath, March 13, 2007
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • March 13, 2007

48. 401k only - coverage failure

    By Guest M. Martin, March 10, 2007
    • 3 replies
    • 4.8k views
    • 
    • Tom Poje
    • March 13, 2007

49. Payroll Based Match

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

50. Safe Harbor contribution on wages after termination?

    By Guest mookie23, March 12, 2007
    • 1 reply
    • 1.1k views
    • 
    • k man
    • March 12, 2007