401(k) Plans

19,413 topics in this forum

1. Payroll period crosses plan years, participant terms mid-pay-period

   By BG5150, August 11, 2008
   • 36 replies
   • 11.2k views
   • 
   • Tom Poje
   • August 20, 2008

2. installment option

   By k man, August 20, 2008
   • 1 reply
   • 1.2k views
   • 
   • ERISAnut
   • August 20, 2008

3. Outstanding Loan Balance - participant death

   By Alex Daisy, August 18, 2008
   • 9 replies
   • 11.3k views
   • 
   • K2retire
   • August 20, 2008

4. Severance from Employment

   By Guest CharlieLaur, August 19, 2008
   • 6 replies
   • 3.5k views
   • 
   • Guest
   • August 20, 2008

5. deduction for profit sharing contribution not actually made

   By k man, August 18, 2008
   • 18 replies
   • 2.6k views
   • 
   • K2retire
   • August 20, 2008

6. Earned Income Calc

   By austin3515, August 14, 2008
   • 9 replies
   • 2.6k views
   • 
   • R. Butler
   • August 19, 2008

7. Payment of Management Fees

   By Guest jimmybeau, August 13, 2008
   • 11 replies
   • 2k views
   • 
   • WDIK
   • August 14, 2008

8. EACA

   By Guest morprod, August 14, 2008
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • August 14, 2008

9. Seasonal employees in a 401k plan

   By Guest scott34, August 13, 2008
   • 7 replies
   • 3.4k views
   • 
   • BG5150
   • August 14, 2008

10. First year 401k plan

    By Guest scott34, August 13, 2008
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • August 13, 2008

11. 404(c) Protection/QDIA Protection

    By Nassau, August 13, 2008
    • 0 replies
    • 1.6k views
    • 
    • Nassau
    • August 13, 2008

12. Hardship as Loan Offset

    By austin3515, August 7, 2008
    • 6 replies
    • 2.8k views
    • 
    • ERISAnut
    • August 13, 2008

13. IRS Notice 2008-13

    By R. Butler, August 13, 2008
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • August 13, 2008

14. Reinstate fofeitured balance upon rehire

    By Guest Lisak, August 12, 2008
    • 4 replies
    • 2.7k views
    • 
    • Tom Poje
    • August 13, 2008

15. merger question

    By Earl, August 12, 2008
    • 10 replies
    • 3.3k views
    • 
    • Guest
    • August 13, 2008

16. no enrollment foms

    By Jim Chad, August 12, 2008
    • 2 replies
    • 1.1k views
    • 
    • Jim Chad
    • August 12, 2008

17. Hardship Distributions

    By J Simmons, August 11, 2008
    • 4 replies
    • 1.4k views
    • 
    • masteff
    • August 12, 2008

18. Safe Harbor Non Elective

    By Lori H, August 8, 2008
    • 7 replies
    • 2.5k views
    • 
    • BG5150
    • August 11, 2008

19. Post Severance Compensation

    By Gilmore, August 7, 2008
    • 4 replies
    • 1.9k views
    • 
    • Gilmore
    • August 9, 2008

20. Non-Spousal Rollover

    By blue, August 8, 2008
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 9, 2008

21. Nondiscrim and Controlled Group

    By Randy Watson, August 7, 2008
    • 7 replies
    • 3.4k views
    • 
    • Randy Watson
    • August 8, 2008

22. Merging of 401k Plans...

    By Guest GrndLkNatv, August 7, 2008
    • 6 replies
    • 2.1k views
    • 
    • david rigby
    • August 8, 2008

23. Catch up contribution review

    By Guest DCquestioner, August 7, 2008
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • August 7, 2008

24. IRA Rollover into a 401(k) Plan

    By Alex Daisy, August 6, 2008
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • August 6, 2008

25. Non US Citzen Non-Spouse Beneficiary

    By Guest glhotdog, August 6, 2008
    • 4 replies
    • 4.9k views
    • 
    • GMK
    • August 6, 2008

26. 401k electively deferring nonqualified deferred comp payment

    By J Simmons, August 6, 2008
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 6, 2008

27. Earnings Allocation - Late Deposits

    By WesleyT, August 5, 2008
    • 4 replies
    • 2.4k views
    • 
    • Bird
    • August 6, 2008

28. negative true-ups?

    By wvbeachgirl, July 7, 2008
    • 4 replies
    • 6.7k views
    • 
    • Bird
    • August 6, 2008

29. Asset Deal with grandfathered service

    By Guest Lee68, August 6, 2008
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • August 6, 2008

30. timing of employer stock distribution

    By Luis Miguel, July 28, 2008
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • August 5, 2008

31. Highly Compensated Employee Retirement Savings

    By Guest pingilipkr, July 19, 2008
    • 12 replies
    • 3.7k views
    • 
    • masteff
    • August 5, 2008

32. Problem client: wants to retroactively reduce benefits.

    By Lori H, August 4, 2008
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • August 5, 2008

33. Any Requirement that Plan Provide For Non-Spouse Rollovers

    By Guest EMM118, August 4, 2008
    • 1 reply
    • 1k views
    • 
    • Guest
    • August 4, 2008

34. QSLOB 401(k) Question

    By Guest allisonperry, August 4, 2008
    • 3 replies
    • 4.3k views
    • 
    • JanetM
    • August 4, 2008

35. Excise tax when refunds are done with 1-to-1 QNEC?

    By BG5150, July 30, 2008
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • August 4, 2008

36. excise tax calculation wrong

    By Kimberly S, August 4, 2008
    • 2 replies
    • 1.2k views
    • 
    • Kimberly S
    • August 4, 2008

37. Is it better to liquidate a 401a or 401k?

    By Guest AgentM, August 4, 2008
    • 2 replies
    • 1.6k views
    • 
    • GBurns
    • August 4, 2008

38. Statute of Limitation on ADP/ACP testing?

    By CJS07, August 1, 2008
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 1, 2008

39. Safe Harbor Plan

    By John Feldt ERPA CPC QPA, July 29, 2008
    • 7 replies
    • 2.1k views
    • 
    • justatester
    • August 1, 2008

40. Rollover from International Plan

    By Guest Mst Shake, July 29, 2008
    • 4 replies
    • 5.3k views
    • 
    • Appleby
    • August 1, 2008

41. Hardship Withdrawal

    By J2D2, August 1, 2008
    • 2 replies
    • 6.3k views
    • 
    • masteff
    • August 1, 2008

42. 415 Excess Plans using Oracle HR

    By Guest dan_forbes, August 1, 2008
    • 0 replies
    • 1k views
    • 
    • Guest
    • August 1, 2008

43. Stock Attirbution

    By K-t-F, July 30, 2008
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • July 30, 2008

44. New 5307 Form

    By Guest igglesfan, July 30, 2008
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • July 30, 2008

45. 401k plan Investments

    By Gary, July 24, 2008
    • 4 replies
    • 1.6k views
    • 
    • JanetM
    • July 28, 2008

46. When are employer contributions considered taxable for FICA/Med?

    By Guest jrschmid, July 22, 2008
    • 5 replies
    • 10k views
    • 
    • Don Levit
    • July 28, 2008

47. EACA and Existing Participants

    By Guest lgm, July 25, 2008
    • 5 replies
    • 4.2k views
    • 
    • Guest
    • July 28, 2008

48. Plan Year Different from Corporate Year

    By DP, July 24, 2008
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 26, 2008

49. Unauthorized Withdrawal

    By Guest notapensiongeek, July 25, 2008
    • 3 replies
    • 2.1k views
    • 
    • J Simmons
    • July 25, 2008

50. two plans - violate 402g

    By Earl, July 25, 2008
    • 2 replies
    • 1.4k views
    • 
    • Earl
    • July 25, 2008