401(k) Plans

19,295 topics in this forum

1. Offering plan to corporation under common control

   By Guest Buzzman, July 11, 2008
   • 13 replies
   • 2.6k views
   • 
   • Guest
   • July 16, 2008

2. Roth IRA's

   By MBCarey, July 16, 2008
   • 1 reply
   • 1.1k views
   • 
   • masteff
   • July 16, 2008

3. merger situation

   By Kimberly S, July 15, 2008
   • 3 replies
   • 1.2k views
   • 
   • JanetM
   • July 16, 2008

4. ADP tests and Top Heavy

   By Guest CAG1, July 14, 2008
   • 11 replies
   • 2.8k views
   • 
   • Guest
   • July 16, 2008

5. Categories of participants?

   By Guest 410b, July 15, 2008
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • July 15, 2008

6. Hardship Educational Expenses

   By PFranckowiak, July 15, 2008
   • 3 replies
   • 5.9k views
   • 
   • masteff
   • July 15, 2008

7. Deferrals upon rehire

   By Guest caseyb, July 7, 2008
   • 19 replies
   • 6.8k views
   • 
   • Guest
   • July 15, 2008

8. 401(k) Disclosure

   By Guest Jack19, July 11, 2008
   • 5 replies
   • 1.4k views
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   • JanetM
   • July 15, 2008

9. tax implication of selling a non (or under performing) stock or fund

   By Guest richreeve, July 15, 2008
   • 2 replies
   • 1.8k views
   • 
   • Bird
   • July 15, 2008

10. party in interest?

    By Pension Panda, July 14, 2008
    • 2 replies
    • 1.6k views
    • 
    • Pension Panda
    • July 15, 2008

11. Are these amounts included in ACP test for the HCE

    By jkharvey, July 11, 2008
    • 6 replies
    • 3.2k views
    • 
    • fiona1
    • July 14, 2008

12. Is this exclusion of NHCEs for ADP test legitimate? 1 2

    By Guest 410b, July 2, 2008
    • 74 replies
    • 14.6k views
    • 
    • Kimberly S
    • July 14, 2008

13. additonal safe harbor employer contribution

    By LIBERTYKID, July 11, 2008
    • 2 replies
    • 1k views
    • 
    • Guest
    • July 11, 2008

14. Top-Paid Election Merger

    By Guest m2b2, July 10, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 10, 2008

15. Salary Reduced Due To Top Heavy Payment

    By Guest matt2002, February 13, 2002
    • 22 replies
    • 4.1k views
    • 
    • EGB
    • July 10, 2008

16. Allowing beneficiary to direct investment.

    By FundeK, January 14, 2004
    • 8 replies
    • 1.8k views
    • 
    • BG5150
    • July 10, 2008

17. Deferrals for a deceased participant?

    By jkharvey, July 10, 2008
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • July 10, 2008

18. Signing Bonus / Section 415 Compensation

    By Gruegen, July 7, 2008
    • 3 replies
    • 4.5k views
    • 
    • Guest
    • July 9, 2008

19. Employee contributions treated as Employer Contribs

    By Guest CJA, July 9, 2008
    • 3 replies
    • 1.5k views
    • 
    • buckaroo
    • July 9, 2008

20. Distribution of Rollover Contribution

    By Stash026, July 9, 2008
    • 3 replies
    • 1k views
    • 
    • Guest
    • July 9, 2008

21. rollover from SEP IRA to 401k plan

    By alexa, July 8, 2008
    • 3 replies
    • 1.1k views
    • 
    • alexa
    • July 9, 2008

22. Converting money purchase plan to 401(k)

    By Guest Jill41402, May 28, 2008
    • 15 replies
    • 5.7k views
    • 
    • Guest
    • July 8, 2008

23. Post-severance compensation and deferrals

    By Guest tmills, July 3, 2008
    • 3 replies
    • 5.9k views
    • 
    • Guest
    • July 8, 2008

24. Rollover for new loan to pay off prior loan

    By Guest Pecos, June 26, 2008
    • 14 replies
    • 6.5k views
    • 
    • Guest
    • July 8, 2008

25. Plan Term

    By Guest Rutager, July 1, 2008
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • July 7, 2008

26. Late deferral excise tax - deductible?

    By PAL, July 1, 2008
    • 1 reply
    • 4k views
    • 
    • BeckyMiller
    • July 3, 2008

27. Hardship provisions...which do you use?

    By Jim Chad, May 6, 2008
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • July 2, 2008

28. max ellgibility for Safe Harbor

    By Guest Big Al, June 30, 2008
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • July 1, 2008

29. Two years no claim for 401K

    By Guest dulan, June 27, 2008
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • June 27, 2008

30. Employer withholding 401K info

    By Guest mel63129, June 25, 2008
    • 7 replies
    • 3.5k views
    • 
    • BG5150
    • June 27, 2008

31. Match forfeiture different than nonelective forfeiture

    By Jim Chad, June 26, 2008
    • 2 replies
    • 1.7k views
    • 
    • J Simmons
    • June 26, 2008

32. File Retention

    By Guest bernverd, June 5, 2008
    • 13 replies
    • 2.8k views
    • 
    • Guest
    • June 25, 2008

33. Conflict b/w hardship withdrawal rules and ESPP rules

    By Flight33, June 24, 2008
    • 7 replies
    • 4.1k views
    • 
    • masteff
    • June 25, 2008

34. Plan imposed limits and catch-up

    By MoShawn, June 24, 2008
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 24, 2008

35. Erisa Bond

    By PFranckowiak, June 23, 2008
    • 4 replies
    • 1.8k views
    • 
    • Kimberly S
    • June 24, 2008

36. 72(p) Question

    By Guest meeh3704, June 18, 2008
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • June 23, 2008

37. Employees Opted Out

    By Guest mikeboard, June 19, 2008
    • 13 replies
    • 3.5k views
    • 
    • austin3515
    • June 23, 2008

38. Exclude catagories of NHCEs from Safe Harbor

    By Earl, June 20, 2008
    • 5 replies
    • 3.1k views
    • 
    • J Simmons
    • June 23, 2008

39. Hardships with Multiple plans

    By Guest Powers, June 20, 2008
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • June 20, 2008

40. VFCP -- several transactions treated as one

    By Flight33, June 20, 2008
    • 0 replies
    • 992 views
    • 
    • Flight33
    • June 20, 2008

41. Forfeitures

    By Guest PGH.ERISA, June 20, 2008
    • 1 reply
    • 1k views
    • 
    • Kimberly S
    • June 20, 2008

42. Company Stock in a401(k) Plan

    By LCARUSI, October 2, 1998
    • 22 replies
    • 7.3k views
    • 
    • 401 Chaos
    • June 20, 2008

43. Roth Salary Deferral Instructions Not Followed

    By BeanCounterBlues, June 18, 2008
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • June 19, 2008

44. Safe Harbor - Per Pay Per Document....But

    By Guest saotampa, June 16, 2008
    • 12 replies
    • 1.7k views
    • 
    • Guest
    • June 19, 2008

45. elementary vesting question

    By Lori H, June 18, 2008
    • 4 replies
    • 1.7k views
    • 
    • GMK
    • June 19, 2008

46. 401k deferral while on disability

    By Guest hitt24, June 16, 2008
    • 5 replies
    • 6.1k views
    • 
    • davef
    • June 18, 2008

47. Loan repayments from Severance pay

    By Guest Lisak, June 18, 2008
    • 3 replies
    • 2.6k views
    • 
    • JanetM
    • June 18, 2008

48. Timing of contribution submissions

    By Guest LSULLIVAN, June 17, 2008
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • June 18, 2008

49. HCE and Catch-up

    By Guest think2much, December 8, 2007
    • 12 replies
    • 3.1k views
    • 
    • MoShawn
    • June 18, 2008

50. Amend Vesting

    By John Feldt ERPA CPC QPA, June 10, 2008
    • 20 replies
    • 2.9k views
    • 
    • Kimberly S
    • June 16, 2008