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401(k) Plans

19,321 topics in this forum

  1. Matching Contribution for New Acquisition (Can It Be Different Than Entire Company?)

    By metsfan026,
    • 1 reply
    • 682 views

  2. Is the Top Heavy Minimum being met?

    By Guest Powers,
    • 1 reply
    • 1.2k views

  3. Two trips up the 415 limit OK, if employed by more than one unrelated

    By Guest sue c,
    • 1 reply
    • 1.6k views
    • MGB
    • MGB

  4. Top 20% Rule for identifying HCE's?

    By Guest KD40,
    • 1 reply
    • 3.8k views

  5. Reporting requirements for corrective contributions

    By Guest VEBA Las Vegas,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

  6. Safe Harbor - no changes allowed, almost

    By John Feldt ERPA CPC QPA,
    • 1 reply
    • 1.1k views

  7. 402g Refunds for 2008

    By Guest robwgriff,
    • 1 reply
    • 1.5k views

  8. Forfeiture allocation timing

    By Guest EPS2,
    • 1 reply
    • 1.7k views

  9. Limiting HCE's to $1 of 401kj

    By austin3515,
    • 1 reply
    • 1k views

  10. Should I apply for a Determination Letter

    By fiona1,
    • 1 reply
    • 872 views

  11. Prior Year Testing

    By CLE401kGuy,
    • 1 reply
    • 848 views

  12. DOL Lost Interest "Aha Moment"

    By austin3515,
    • 1 reply
    • 1.2k views

  13. Bottom Up QNEC

    By Vlad401k,
    • 1 reply
    • 406 views

  14. HCE Determination - Acquisition

    By CBenefits,
    • 1 reply
    • 711 views

  15. ADP fails, refunds, then doesnt fail. What about 5330?

    By BG5150,
    • 1 reply
    • 620 views

  16. In-service distributions

    By Guest SPiwowar,
    • 1 reply
    • 1.5k views
    • Guest
    • Guest

  17. Emloyed by two employers and two different plans in one year.

    By Guest asset management,
    • 1 reply
    • 1.7k views

  18. Questions when interviewing new Plan Council

    By Guest jgroves,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  19. Deferrals > net s/e comp

    By AlbanyConsultant,
    • 1 reply
    • 503 views

  20. Automatic Enrollment Question

    By Guest Phil L.,
    • 1 reply
    • 1.6k views

  21. Change in Sponsor's Business Arrangement

    By J Simmons,
    • 1 reply
    • 475 views

  22. Union - LTPT

    By TH 401k,
    • 1 reply
    • 583 views

  23. typical matches for software companies

    By Guest Smokin,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  24. IRA rollovers into 401k plan

    By Guest Brenda Schachle,
    • 1 reply
    • 1.1k views

  25. Safe Harbor 401(k) Plan

    By ErisaGeek,
    • 1 reply
    • 1.4k views

  26. Union & Non-Union Employees

    By Guest Sara H,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  27. Control Groups and Compliance Testing

    By Guest abajeb,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  28. Safe Harbor Compensation

    By mming,
    • 1 reply
    • 1.3k views

  29. top heavy account balances

    By Guest dstran,
    • 1 reply
    • 1.3k views

  30. timing of excess aggregate distributions

    By Guest Betsy Oakey,
    • 1 reply
    • 878 views

  31. Separate plan for Davis Bacon

    By austin3515,
    • 1 reply
    • 856 views

  32. loan default/prohibited transaction

    By Guest KPong,
    • 1 reply
    • 1.1k views

  33. Top heavy and retirement

    By hileman,
    • 1 reply
    • 533 views
    • Bri
    • Bri

  34. EMPLOYER MATCHING CONTRIBUTIONS

    By Guest elizabeth,
    • 1 reply
    • 1.7k views

  35. Employees Paying Back Signing Bonus - ADP/ACP Testing

    By David Olive,
    • 1 reply
    • 1.1k views

  36. Mandatory 20% withholding on hardship distribution not paid.

    By rblum50,
    • 1 reply
    • 828 views

  37. Can Summary Annual Reports be delivered with paychecks rather than via U.S. mail?

    By Guest lmoiseyev,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  38. Are catch up contributions included in the 415 test? NM

    By fiona1,
    • 1 reply
    • 1.2k views

  39. Employer match ACP test - skipped year

    By legort69,
    • 1 reply
    • 1.4k views

  40. DOL recommending suspending deferrals until late contributions are caught up

    By Guest cbjohnson,
    • 1 reply
    • 1.2k views

  41. PPA inherited IRA: Plan policy notification requirments?

    By Guest jackstpaul,
    • 1 reply
    • 1.5k views

  42. Recharacterize ADP refunds to after tax contribs

    By fiona1,
    • 1 reply
    • 1.4k views

  43. Safe Harbor Nonelective retroactive to Jan 1

    By AKconsult,
    • 1 reply
    • 965 views

  44. Excluding Employees

    By Guest JHeller,
    • 1 reply
    • 977 views
    • Guest
    • Guest

  45. 2010 Form 5500-Sungard

    By Guest 4kadmin,
    • 1 reply
    • 975 views

  46. Valid Document or Not

    By cpc0506,
    • 1 reply
    • 807 views

  47. Taxes from 401(k) Plan with Roth Contribution at age 60

    By rblum50,   
    • 1 reply
    • 1.1k views
    • GMK
    • GMK

  48. Key Employee

    By Guest elang,   
    • 1 reply
    • 1.5k views

  49. Multiple 401(k) Plans

    By Guest Grumpy456,
    • 1 reply
    • 856 views

  50. Rescinding a safe harbor cancellation

    By WhoLetTheDogsOut,
    • 1 reply
    • 955 views
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