401(k) Plans

19,321 topics in this forum

1. Doctors' Wives & 401k

   By DP, November 2, 2004
   • 8 replies
   • 1.7k views
   • 
   • DP
   • November 3, 2004

2. Deconversion Fees

   By cpc0506, September 12, 2013
   • 1 reply
   • 1.7k views
   • 
   • Jim Chad
   • September 13, 2013

3. May Job switchers get Multiple Limits?

   By Guest JurisPrude, June 22, 2005
   • 8 replies
   • 1.7k views
   • 
   • Blinky the 3-eyed Fish
   • June 24, 2005

4. In Plan Roth Conversion

   By Lou S., April 4, 2011
   • 3 replies
   • 1.7k views
   • 
   • Lou S.
   • April 5, 2011

5. Small Balance & Distribution Fees

   By Guest CindyB, April 13, 2006
   • 1 reply
   • 1.7k views
   • 
   • ERISAnut
   • April 26, 2006

6. 5500 for a plan that has been merged into another?

   By Guest SJPrince, September 29, 2000
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • September 29, 2000

7. Asset Management Fees

   By Guest pension222, July 23, 2001
   • 4 replies
   • 1.7k views
   • 
   • david rigby
   • July 25, 2001

8. Safe Harbor 401(k) Plans

   By J. Bringhurst, July 25, 2003
   • 2 replies
   • 1.7k views
   • 
   • Tom Poje
   • August 13, 2003

9. Otherwise Excludable Employees in First Plan Year

   By Guest Giovanni, July 8, 2004
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • July 8, 2004

10. 401k - 3% Safe Harbor Contribution made by employer but he made me pay him back

    By Guest tiredbutnotretired, September 9, 2013
    • 5 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • September 9, 2013

11. "Satellite Group" Setting 401(k) P-S Plan Issues

    By billfgrady, May 30, 2003
    • 6 replies
    • 1.7k views
    • 
    • E as in ERISA
    • July 11, 2003

12. Plan covers only HCE's - Safe Harbor Notice Required?

    By Guest SarahB, September 4, 2009
    • 6 replies
    • 1.7k views
    • 
    • K2retire
    • September 8, 2009

13. Real Estate as Investment

    By Stash026, March 25, 2014
    • 5 replies
    • 1.7k views
    • 
    • 401K_AZ
    • April 4, 2014

14. Participant Directed Investment Elections For Terminated Participants.

    By Guest Frank Jackson, April 10, 2000
    • 2 replies
    • 1.7k views
    • 
    • pjkoehler
    • April 11, 2000

15. DC vs DB Coverage Testing

    By justatester, September 23, 2013
    • 4 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • September 24, 2013

16. Family attribution causes 3%-owner husband and 3%-owner wife to be a 6

    By Guest ANNEBV, November 6, 2000
    • 2 replies
    • 1.7k views
    • 
    • Alf
    • November 6, 2000

17. Deferral & SH Match on comp. over $255k

    By Guest Achilles, May 28, 2013
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • May 29, 2013

18. Partnership 401(k) + Discretionary Contribution

    By Guest johnpetrancosta, February 23, 2009
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 24, 2009

19. 1099 Compensation

    By emmetttrudy, May 4, 2009
    • 2 replies
    • 1.7k views
    • 
    • J Simmons
    • May 6, 2009

20. Voluntary after tax contributions

    By 2muchstress, September 11, 2002
    • 3 replies
    • 1.7k views
    • 
    • 2muchstress
    • September 11, 2002

21. Additional non-elective contributions in a safe harbor 401(k)

    By KateSmithPA, April 6, 2001
    • 3 replies
    • 1.7k views
    • 
    • Richard Anderson
    • April 6, 2001

22. last day provision

    By EBDI, September 3, 2015
    • 8 replies
    • 1.7k views
    • 
    • rcline46
    • September 8, 2015

23. 401k and DB Plan. Which contribution reduces compensation first?

    By KevinO, October 4, 2017   

    • db plan
    • 401k
    • (and 1 more)

      Tagged with:

      • db plan
      • 401k
      • compensation
    • 8 replies
    • 1.7k views
    • 
    • Mike Preston
    • December 6, 2017

24. Profit Sharing plan adding 401(k) Mid-Year

    By Tinman, June 6, 2013
    • 1 reply
    • 1.7k views
    • 
    • BG5150
    • June 6, 2013

25. IRS Plan Audit

    By Guest jim williams, May 31, 2001
    • 2 replies
    • 1.7k views
    • 
    • Jon Chambers
    • June 1, 2001

26. Timing of merger of Profit Sharing and Money Purchase Plans

    By billfgrady, November 25, 2003
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • November 25, 2003

27. Distribution in 2002 paid from company account

    By Jim Chad, October 17, 2003
    • 6 replies
    • 1.7k views
    • 
    • david rigby
    • October 20, 2003

28. SIMPLE to 401K Mid-Year Question

    By Guest 401kguy, August 31, 2007
    • 7 replies
    • 1.7k views
    • 
    • CTipper
    • September 16, 2007

29. Beneficiary Designation

    By Guest TLCPension, November 26, 2002
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 27, 2002

30. Safe Harbor Stacked Match

    By Gilmore, November 11, 2003
    • 0 replies
    • 1.7k views
    • 
    • Gilmore
    • November 11, 2003

31. Is there such a thing as "permissive disaggregation"

    By Guest sb actuary, September 9, 2005
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • September 9, 2005

32. Eligibility Amendment

    By Alex Daisy, December 14, 2007
    • 4 replies
    • 1.7k views
    • 
    • Mike Preston
    • December 18, 2007

33. Hardship after loan default

    By Bird, February 11, 2015
    • 6 replies
    • 1.7k views
    • 
    • hr for me
    • February 13, 2015

34. Participation starts when?

    By Guest cpamichael, July 19, 2001
    • 6 replies
    • 1.7k views
    • 
    • Earl
    • July 20, 2001

35. Death & Taxes - Spouse Beneficiary wants to roll to her K plan!

    By Guest JimJ, August 30, 2001
    • 2 replies
    • 1.7k views
    • 
    • R. Butler
    • August 30, 2001

36. Converting a SIMPLE 401(k) to a New Comparability Safe Harbor 401(k).

    By MR, January 12, 2001
    • 0 replies
    • 1.7k views
    • 
    • MR
    • January 12, 2001

37. Davis Bacon and plan expenses

    By John Feldt ERPA CPC QPA, June 4, 2008
    • 4 replies
    • 1.7k views
    • 
    • PensionPro
    • October 25, 2010

38. Treasury stock in a 401(k)

    By PMC, February 16, 2007
    • 3 replies
    • 1.7k views
    • 
    • TLGeer
    • February 18, 2007

39. Top Heavy Calculation

    By Guest JLecas, April 23, 2010
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 19, 2010

40. state tax withholding

    By Guest bgrazetti, March 5, 2002
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • March 5, 2002

41. 401(k) as element of compensation package

    By Guest SandiiR, November 9, 1998
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 9, 1998

42. foreign national foreign subsidiary

    By k man, May 19, 2008
    • 4 replies
    • 1.7k views
    • 
    • k man
    • May 19, 2008

43. Loan Default Question

    By Guest 401KTPA, January 17, 2003
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • January 18, 2003

44. Risk in accepting a loan payoff (pre-tax) for a loan that should have been deemed?

    By FundeK, October 25, 2004
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • October 26, 2004

45. Blackout Notice and transfer question

    By wsp, October 2, 2006
    • 2 replies
    • 1.7k views
    • 
    • wsp
    • October 4, 2006

46. Multiple Employer Plan Testing

    By DTH, March 5, 2004
    • 2 replies
    • 1.7k views
    • 
    • alanm
    • March 8, 2004

47. 1 owner - Multiple employer or Single Employer?

    By TPApril, May 28, 2020
    • 9 replies
    • 1.7k views
    • 
    • PamR
    • June 2, 2020

48. Terminated Single K plan restatement

    By Guest robertcusick, July 29, 2010
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • July 29, 2010

49. What would you do?

    By FundeK, January 27, 2004
    • 7 replies
    • 1.7k views
    • 
    • QDROphile
    • January 28, 2004

50. 401(k) Plan w/o NHCE

    By Hoard1, May 26, 2000
    • 6 replies
    • 1.7k views
    • 
    • MWeddell
    • May 30, 2000