401(k) Plans

19,321 topics in this forum

1. Plan Term

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

2. Late deferral excise tax - deductible?

   By PAL, July 1, 2008
   • 1 reply
   • 4.1k views
   • 
   • BeckyMiller
   • July 3, 2008

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

   By Jim Chad, May 6, 2008
   • 10 replies
   • 2.9k views
   • 
   • Guest
   • July 2, 2008

4. max ellgibility for Safe Harbor

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

5. Two years no claim for 401K

   By Guest dulan, June 27, 2008
   • 4 replies
   • 1.7k views
   • 
   • david rigby
   • June 27, 2008

6. Employer withholding 401K info

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

7. Match forfeiture different than nonelective forfeiture

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

8. File Retention

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

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

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

10. Plan imposed limits and catch-up

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

11. Erisa Bond

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

12. 72(p) Question

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

13. Employees Opted Out

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

14. Exclude catagories of NHCEs from Safe Harbor

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

15. Hardships with Multiple plans

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

16. VFCP -- several transactions treated as one

    By Flight33, June 20, 2008
    • 0 replies
    • 1k views
    • 
    • Flight33
    • June 20, 2008

17. Forfeitures

    By Guest PGH.ERISA, June 20, 2008
    • 1 reply
    • 1.1k views
    • 
    • Kimberly S
    • June 20, 2008

18. Company Stock in a401(k) Plan

    By LCARUSI, October 2, 1998
    • 22 replies
    • 7.4k views
    • 
    • 401 Chaos
    • June 20, 2008

19. Roth Salary Deferral Instructions Not Followed

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

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

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

21. elementary vesting question

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

22. 401k deferral while on disability

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

23. Loan repayments from Severance pay

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

24. Timing of contribution submissions

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

25. HCE and Catch-up

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

26. Amend Vesting

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

27. Consulting Firm Question

    By jstorch, June 16, 2008
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • June 16, 2008

28. Off Calendar Catch-Ups - SOLUTION!

    By austin3515, June 6, 2008
    • 4 replies
    • 1.7k views
    • 
    • austin3515
    • June 16, 2008

29. Plan Amendment

    By Guest Lee68, June 14, 2008
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • June 14, 2008

30. Land in profit sharing plan sold

    By Pixie, June 13, 2008
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • June 13, 2008

31. Loan Default

    By Guest andmik, June 6, 2008
    • 16 replies
    • 4.5k views
    • 
    • BG5150
    • June 13, 2008

32. Davis Bacon EE contributions?

    By Guest Green92, May 12, 2008
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • June 13, 2008

33. EACA - automatic enrollment

    By k man, June 12, 2008
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • June 13, 2008

34. Controlled Group/Multiple ER Group - SH Spinoff

    By Tinman, June 12, 2008
    • 2 replies
    • 1.8k views
    • 
    • J Simmons
    • June 13, 2008

35. SH and Dual Eligibilty for Dummies

    By Guest bariww, June 11, 2008
    • 4 replies
    • 3.1k views
    • 
    • pmacduff
    • June 12, 2008

36. SH 401(k) Plan in an ASG

    By Blinky the 3-eyed Fish, June 11, 2008
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • June 11, 2008

37. Top heavy test for small company

    By Guest fender5150, June 11, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 11, 2008

38. Owner PS/Match/SHNEC deducted but not deposited

    By Guest notapensiongeek, June 9, 2008
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • June 11, 2008

39. HCE in an acquired company

    By Chippy, June 10, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • June 11, 2008

40. Controlled Group

    By Guest Twinky, June 2, 2008
    • 8 replies
    • 1.9k views
    • 
    • BG5150
    • June 9, 2008

41. Defer from Maternity pay?

    By MSN, June 6, 2008
    • 4 replies
    • 2.1k views
    • 
    • Laura Harrington
    • June 9, 2008

42. 401k rpoduct/model

    By Guest DU student, June 9, 2008
    • 0 replies
    • 918 views
    • 
    • Guest
    • June 9, 2008

43. Terminating a 401(k) Plan

    By Madison71, March 25, 2008
    • 7 replies
    • 3.4k views
    • 
    • Bird
    • June 9, 2008

44. Automatic Enrollment Notices

    By DTH, June 6, 2008
    • 0 replies
    • 1.3k views
    • 
    • DTH
    • June 6, 2008

45. Corrective distributions on 5500

    By Alex Daisy, June 5, 2008
    • 5 replies
    • 7.2k views
    • 
    • JanetM
    • June 6, 2008

46. closing out 401k due to being disabled

    By Guest sailfish2, June 3, 2008
    • 5 replies
    • 19.4k views
    • 
    • Guest
    • June 5, 2008

47. Dual Eligibility & a Safe-Harbor Plan

    By Fred Payne, October 27, 2004
    • 17 replies
    • 7.9k views
    • 
    • Kimberly S
    • June 5, 2008

48. 401k

    By Guest dblduo, June 3, 2008
    • 4 replies
    • 1.6k views
    • 
    • jevd
    • June 4, 2008

49. Inclusion of Ineligible employee

    By Guest emcscottey, December 17, 2006
    • 8 replies
    • 5.2k views
    • 
    • Guest
    • June 4, 2008

50. Top Heavy 401(k)

    By pmacduff, May 22, 2008
    • 7 replies
    • 2.6k views
    • 
    • pmacduff
    • June 4, 2008