401(k) Plans

19,275 topics in this forum

1. Investment Advice for Free 55 and older - discriminatory?

   By Benefits to all, April 30, 2013
   • 5 replies
   • 1.2k views
   • 
   • Belgarath
   • May 1, 2013

2. Allocation Conditions in SH 401(k) Plan

   By MarZDoates, April 30, 2013
   • 4 replies
   • 2.3k views
   • 
   • MarZDoates
   • May 1, 2013

3. Missed RMDs for numerous years

   By cpc0506, November 5, 2012
   • 6 replies
   • 1.9k views
   • 
   • jpod
   • April 26, 2013

4. EPCRS correction

   By Guest JPIngold, April 25, 2013
   • 2 replies
   • 998 views
   • 
   • Guest
   • April 26, 2013

5. IRS Reg for Lump Sum Eligibility Relating to Div Pass Through

   By Guest simma7, April 25, 2013   

   • 401k
   • Dividends
   • (and 2 more)

     Tagged with:

     • 401k
     • Dividends
     • NUA
     • LUMP SUM
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • April 25, 2013

6. Safe Harbor Match Calculation

   By 52626, April 23, 2013
   • 5 replies
   • 3.4k views
   • 
   • K2retire
   • April 25, 2013

7. Emailing new SPD

   By austin3515, April 16, 2013
   • 19 replies
   • 2k views
   • 
   • austin3515
   • April 25, 2013

8. 401k Plan under same Insurance Contract as 403b

   By austin3515, April 23, 2013
   • 6 replies
   • 1.5k views
   • 
   • austin3515
   • April 25, 2013

9. Blackout Notice - Failure to Provide to Some Participants

   By LRC, April 23, 2013
   • 0 replies
   • 1.5k views
   • 
   • LRC
   • April 23, 2013

10. Automatic Rollover IRA - Set-up Fee

    By J. Bringhurst, April 17, 2013
    • 8 replies
    • 1.6k views
    • 
    • J. Bringhurst
    • April 23, 2013

11. Below market rate of interest - Plan Loans

    By J. Bringhurst, April 23, 2013
    • 0 replies
    • 1.3k views
    • 
    • J. Bringhurst
    • April 23, 2013

12. loan payments after termination - loan policy does not allow it

    By WCC, April 22, 2013
    • 0 replies
    • 1.1k views
    • 
    • WCC
    • April 22, 2013

13. removing J&S from plan

    By cpc0506, April 22, 2013
    • 1 reply
    • 4k views
    • 
    • Tom Poje
    • April 22, 2013

14. Top-Heavy Plan

    By ac, March 7, 2013
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • April 22, 2013

15. May an employer use forfeitures to reduce 401(k) contributions?

    By Peter Gulia, April 5, 2013
    • 10 replies
    • 15.6k views
    • 
    • QDROphile
    • April 19, 2013

16. Davis Bacon Plan/401(k) Plan

    By MarZDoates, April 16, 2013
    • 4 replies
    • 2.7k views
    • 
    • 12AX7
    • April 19, 2013

17. 402(g) vs 415 Excess-Which is first?

    By justatester, April 18, 2013
    • 3 replies
    • 3.2k views
    • 
    • QDROphile
    • April 18, 2013

18. surrender charges paid by employer

    By Guest isg2013, April 18, 2013
    • 9 replies
    • 1.8k views
    • 
    • Kevin C
    • April 18, 2013

19. Rollover voluntary after tax to Roth?

    By Jim Chad, April 18, 2013
    • 1 reply
    • 1.5k views
    • 
    • ETA Consulting LLC
    • April 18, 2013

20. Merging Plans

    By Logan401, April 16, 2013
    • 9 replies
    • 1.6k views
    • 
    • rcline46
    • April 18, 2013

21. Life Insurance Premiums - Outside Assets

    By Gruegen, April 16, 2013
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • April 18, 2013

22. Stock Sale - Successor Plan?

    By jmartin, April 17, 2013
    • 2 replies
    • 1.8k views
    • 
    • Bill Presson
    • April 17, 2013

23. Partnership compensation

    By Nassau, April 16, 2013
    • 2 replies
    • 957 views
    • 
    • 12AX7
    • April 16, 2013

24. controlled group question

    By cpc0506, April 15, 2013
    • 4 replies
    • 956 views
    • 
    • 12AX7
    • April 16, 2013

25. Cutback?

    By ERISA25, April 15, 2013
    • 1 reply
    • 987 views
    • 
    • ETA Consulting LLC
    • April 16, 2013

26. Sar Sep

    By Guest Susan M., April 15, 2013
    • 3 replies
    • 1.1k views
    • 
    • Flyboyjohn
    • April 15, 2013

27. Roth 401(k) Early Withdrawal - Simple Question

    By Guest nyykid, April 11, 2013   

    • double taxation
    • roth 401(k) early withdrawal
    • 3 replies
    • 3k views
    • 
    • 401king
    • April 12, 2013

28. Vesting Computation Period

    By oldman, April 11, 2013
    • 9 replies
    • 3.1k views
    • 
    • ESOP Guy
    • April 12, 2013

29. Refunding more than deferrals than necessary

    By Guest Grumpy456, April 11, 2013
    • 5 replies
    • 1k views
    • 
    • Guest
    • April 11, 2013

30. 2 safe harbor plans

    By Guest New401k, April 10, 2013
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • April 11, 2013

31. Participant with fraudulent Social Security Number

    By Guest Inquire, April 10, 2013
    • 1 reply
    • 3k views
    • 
    • masteff
    • April 10, 2013

32. Revenue credit Program

    By cripp12, April 10, 2013
    • 0 replies
    • 1.5k views
    • 
    • cripp12
    • April 10, 2013

33. Coverage Testing in a 401(k) Safe Harbor Integrated Profit Sharing Plan

    By Guest rmwright, March 24, 2004
    • 22 replies
    • 8.9k views
    • 
    • EBDI
    • April 10, 2013

34. 415 Comp / Back Wages

    By austin3515, April 10, 2013
    • 2 replies
    • 3.4k views
    • 
    • austin3515
    • April 10, 2013

35. Military leave - loan provision

    By AKconsult, April 9, 2013
    • 0 replies
    • 815 views
    • 
    • AKconsult
    • April 9, 2013

36. Ratio % test means we're home free?

    By Flyboyjohn, April 8, 2013
    • 7 replies
    • 1.6k views
    • 
    • rcline46
    • April 9, 2013

37. Sole Proprietorships all adopting the plan?

    By jkharvey, April 2, 2013
    • 5 replies
    • 1.7k views
    • 
    • Kevin C
    • April 8, 2013

38. Control Group question when a trust is an owner

    By cpc0506, April 8, 2013
    • 4 replies
    • 1.8k views
    • 
    • masteff
    • April 8, 2013

39. Impact of Enhanced Vesting Schedule on Terminated Participants

    By 401 Chaos, March 22, 2010
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • April 5, 2013

40. Missed RMD

    By cpc0506, January 19, 2011
    • 6 replies
    • 5k views
    • 
    • TPApril
    • April 4, 2013

41. Roth in plan conversion

    By Santo Gold, April 4, 2013
    • 1 reply
    • 1.1k views
    • 
    • K2retire
    • April 4, 2013

42. Distribution Fee for Small Balance

    By pixmax, April 3, 2013
    • 12 replies
    • 6.5k views
    • 
    • Bill Presson
    • April 4, 2013

43. Entity type in Document

    By cpc0506, April 2, 2013
    • 7 replies
    • 1.7k views
    • 
    • Bird
    • April 4, 2013

44. Annual Recordkeeping Fees

    By Nassau, April 3, 2013   

    • Splitting
    • Cost
    • 5 replies
    • 1.9k views
    • 
    • Peter Gulia
    • April 3, 2013

45. Weighted Average for ADP for Permissive Aggregation

    By MLML, April 2, 2013
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • April 3, 2013

46. 401(k) Loan to purchase a foreign property

    By Guest Hgreer, April 2, 2013   

    • 401(k) Loan
    • 4 replies
    • 2.8k views
    • 
    • 12AX7
    • April 2, 2013

47. HCE Determination

    By Guest tjt169, April 2, 2013
    • 1 reply
    • 1.1k views
    • 
    • 12AX7
    • April 2, 2013

48. Definition of Compensation

    By austin3515, March 29, 2013
    • 9 replies
    • 2.6k views
    • 
    • austin3515
    • April 2, 2013

49. Key Man Insurance in PS/(k) Plan

    By 12AX7, September 15, 2011
    • 11 replies
    • 2.1k views
    • 
    • Bird
    • April 2, 2013

50. Automatic Contribution Arrangement expiration

    By Guest Jones01, March 29, 2013
    • 0 replies
    • 983 views
    • 
    • Guest
    • March 29, 2013