401(k) Plans

19,334 topics in this forum

1. Software for 401K analysis

   By Guest wealthmgmt, December 9, 2008
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • December 11, 2008

2. credit for service at old firm

   By Jim Chad, December 9, 2008
   • 3 replies
   • 1k views
   • 
   • QDROphile
   • December 10, 2008

3. Rule of Parity

   By IRA, November 25, 2008
   • 6 replies
   • 3.8k views
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   • IRA
   • December 10, 2008

4. Is there a way around match limits?

   By Guest kg78, December 9, 2008
   • 8 replies
   • 1.5k views
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   • GMK
   • December 10, 2008

5. SPD's

   By Guest HRD, December 8, 2008
   • 6 replies
   • 1.3k views
   • 
   • Lori Friedman
   • December 9, 2008

6. Solo-K for SE Income

   By SMB, December 3, 2008
   • 3 replies
   • 1.1k views
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   • SMB
   • December 9, 2008

7. Matching with company stock

   By Guest DBS1, December 2, 2008
   • 2 replies
   • 947 views
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   • Guest
   • December 9, 2008

8. Rollover from non-Roth 401(k) directly to Roth IRA

   By Guest mickiemurphy, December 8, 2008
   • 2 replies
   • 1.1k views
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   • Guest
   • December 9, 2008

9. Trust Identification Number

   By jala, December 8, 2008
   • 5 replies
   • 1.7k views
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   • Bird
   • December 9, 2008

10. Excess match & deminimus distribution of $50

    By alexa, December 8, 2008
    • 2 replies
    • 1.8k views
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    • alexa
    • December 9, 2008

11. What happens if one of my participants overcontributes?

    By Guest DFR, December 8, 2008
    • 4 replies
    • 1.1k views
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    • Guest
    • December 8, 2008

12. Can you rescind a Safe Harbor Notice?

    By Guest SVA Retirement Plan Svc., December 8, 2008
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • December 8, 2008

13. Change in Plan Sponsor - Amended and Restated Plan

    By Alex Daisy, December 4, 2008
    • 7 replies
    • 3.6k views
    • 
    • jpod
    • December 8, 2008

14. Buy back - restoration

    By PMC, December 4, 2008
    • 8 replies
    • 1.6k views
    • 
    • BG5150
    • December 8, 2008

15. Per Pay Match to Partners

    By WesleyT, December 8, 2008
    • 1 reply
    • 971 views
    • 
    • Bird
    • December 8, 2008

16. 401k for passthrough LLC

    By Guest markol, December 4, 2008
    • 12 replies
    • 5.2k views
    • 
    • QDROphile
    • December 5, 2008

17. Eligibility of 500 hours in 6 months

    By Jim Chad, December 5, 2008
    • 5 replies
    • 5.6k views
    • 
    • Tom Poje
    • December 5, 2008

18. Top-Heavy Clarification

    By Guest andmik, December 3, 2008
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • December 5, 2008

19. ADP/ACP testing, our economy, and gap earings for post 2007

    By buckaroo, November 24, 2008
    • 6 replies
    • 3.1k views
    • 
    • fiona1
    • December 4, 2008

20. Overpayment and 1099 Coding Question

    By 401king, November 25, 2008
    • 20 replies
    • 10.2k views
    • 
    • Guest
    • December 4, 2008

21. Reimbursement for errant contribution

    By SRP, December 4, 2008
    • 1 reply
    • 1.1k views
    • 
    • Peter Gulia
    • December 4, 2008

22. Top Heavy

    By Guest durktracy, December 3, 2008
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • December 3, 2008

23. 3% Safe Harbor with 7% Profit Sharing Contributuion

    By Alex Daisy, December 3, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 3, 2008

24. 401k along with pure p/s plan

    By Guest lip, December 3, 2008
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • December 3, 2008

25. Employer match in Safe Harbor 401k

    By Lori H, November 21, 2008
    • 11 replies
    • 2.9k views
    • 
    • Tom Poje
    • December 3, 2008

26. HCE determination for new business

    By Guest MPLipp, December 1, 2008
    • 3 replies
    • 1.2k views
    • 
    • buckaroo
    • December 3, 2008

27. Different SHNE amounts for different NHCEs

    By Gadgetfreak, December 3, 2008
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • December 3, 2008

28. Compensation used in Top Paid Group

    By RPP2001, December 2, 2008
    • 1 reply
    • 910 views
    • 
    • Blinky the 3-eyed Fish
    • December 2, 2008

29. Fees to plan

    By Guest jimmybeau, December 1, 2008
    • 14 replies
    • 2.6k views
    • 
    • J Simmons
    • December 2, 2008

30. Multiple Employer Plan ? ?

    By Guest naveen, December 1, 2008
    • 2 replies
    • 1.2k views
    • 
    • J Simmons
    • December 1, 2008

31. Safe Harbor Match and discretionary match

    By rcline46, November 22, 2005
    • 23 replies
    • 7.1k views
    • 
    • KJohnson
    • December 1, 2008

32. Sole prop profit sharing plan

    By jkdoll2, November 26, 2008
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • November 26, 2008

33. late safe harbor notice

    By Tom Poje, November 21, 2008
    • 15 replies
    • 5.3k views
    • 
    • Kevin C
    • November 26, 2008

34. Auto Enroll Annual Notice

    By DTH, November 26, 2008
    • 0 replies
    • 996 views
    • 
    • DTH
    • November 26, 2008

35. 401k Rollover to IRA(s)

    By Guest PeteC, November 25, 2008
    • 0 replies
    • 949 views
    • 
    • Guest
    • November 25, 2008

36. Asset Based TPA Funds / Return to Plan (How?)

    By BeanCounterBlues, November 24, 2008
    • 4 replies
    • 1.4k views
    • 
    • WDIK
    • November 24, 2008

37. Deducting Fees from 401ks related to financial plans

    By Guest EricWings, November 24, 2008
    • 1 reply
    • 970 views
    • 
    • Peter Gulia
    • November 24, 2008

38. ASPPA Test Question

    By Guest JeffC, November 20, 2008
    • 20 replies
    • 9.2k views
    • 
    • david rigby
    • November 24, 2008

39. OMIT

    By BeanCounterBlues, November 24, 2008
    • 0 replies
    • 946 views
    • 
    • BeanCounterBlues
    • November 24, 2008

40. Money Purchase Contribution

    By Alex Daisy, November 20, 2008
    • 10 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2008

41. Designated Roth Contribuitons

    By Guest Lori J, November 21, 2008
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • November 21, 2008

42. Eligible in 2 plans, defers max in both

    By John Feldt ERPA CPC QPA, November 19, 2008
    • 12 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • November 21, 2008

43. Compensation and the ABT

    By buckaroo, November 20, 2008
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • November 21, 2008

44. 401k elective deferral limits

    By Gary, November 19, 2008
    • 15 replies
    • 2.8k views
    • 
    • masteff
    • November 20, 2008

45. DOL Calculator & VFCP Submission re Late Contributions

    By Guest ggbrock, September 29, 2008
    • 8 replies
    • 5.7k views
    • 
    • BG5150
    • November 19, 2008

46. Voting Instructions for company stock held in 401k plan

    By Guest Tara Aguilar, May 18, 1999
    • 9 replies
    • 6.2k views
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    • 401 Chaos
    • November 19, 2008

47. Roth Loan Deemed Distributed - Penalty Tax?

    By Guest jimmybeau, November 19, 2008
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • November 19, 2008

48. Takeover Plan Issue

    By chris, November 19, 2008
    • 3 replies
    • 1.1k views
    • 
    • chris
    • November 19, 2008

49. Safe Harbor to QACA

    By PMC, November 13, 2008
    • 6 replies
    • 6.5k views
    • 
    • Tom Poje
    • November 19, 2008

50. Plan Conversion - Stable Value Fund Locked

    By Guest mfitzgerald, November 17, 2008
    • 2 replies
    • 1.6k views
    • 
    • Disco Stu
    • November 18, 2008