401(k) Plans

19,491 topics in this forum

1. Categories of participants?

   By Guest 410b, July 15, 2008
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • July 15, 2008

2. Hardship Educational Expenses

   By PFranckowiak, July 15, 2008
   • 3 replies
   • 7.3k views
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   • masteff
   • July 15, 2008

3. Deferrals upon rehire

   By Guest caseyb, July 7, 2008
   • 19 replies
   • 7.6k views
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   • Guest
   • July 15, 2008

4. 401(k) Disclosure

   By Guest Jack19, July 11, 2008
   • 5 replies
   • 1.7k views
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   • JanetM
   • July 15, 2008

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

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

6. party in interest?

   By Pension Panda, July 14, 2008
   • 2 replies
   • 1.7k views
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   • Pension Panda
   • July 15, 2008

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

   By jkharvey, July 11, 2008
   • 6 replies
   • 3.5k views
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   • fiona1
   • July 14, 2008

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

   By Guest 410b, July 2, 2008
   • 74 replies
   • 16k views
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   • Kimberly S
   • July 14, 2008

9. additonal safe harbor employer contribution

   By LIBERTYKID, July 11, 2008
   • 2 replies
   • 1.2k views
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   • Guest
   • July 11, 2008

10. Top-Paid Election Merger

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

11. Salary Reduced Due To Top Heavy Payment

    By Guest matt2002, February 13, 2002
    • 22 replies
    • 4.7k views
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    • EGB
    • July 10, 2008

12. Allowing beneficiary to direct investment.

    By FundeK, January 14, 2004
    • 8 replies
    • 2k views
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    • BG5150
    • July 10, 2008

13. Deferrals for a deceased participant?

    By jkharvey, July 10, 2008
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • July 10, 2008

14. Signing Bonus / Section 415 Compensation

    By Gruegen, July 7, 2008
    • 3 replies
    • 5.1k views
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    • Guest
    • July 9, 2008

15. Employee contributions treated as Employer Contribs

    By Guest CJA, July 9, 2008
    • 3 replies
    • 1.6k views
    • 
    • buckaroo
    • July 9, 2008

16. Distribution of Rollover Contribution

    By Stash026, July 9, 2008
    • 3 replies
    • 1.2k views
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    • Guest
    • July 9, 2008

17. rollover from SEP IRA to 401k plan

    By alexa, July 8, 2008
    • 3 replies
    • 1.3k views
    • 
    • alexa
    • July 9, 2008

18. Converting money purchase plan to 401(k)

    By Guest Jill41402, May 28, 2008
    • 15 replies
    • 6.3k views
    • 
    • Guest
    • July 8, 2008

19. Post-severance compensation and deferrals

    By Guest tmills, July 3, 2008
    • 3 replies
    • 6.6k views
    • 
    • Guest
    • July 8, 2008

20. Rollover for new loan to pay off prior loan

    By Guest Pecos, June 26, 2008
    • 14 replies
    • 10.7k views
    • 
    • Guest
    • July 8, 2008

21. Plan Term

    By Guest Rutager, July 1, 2008
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • July 7, 2008

22. Late deferral excise tax - deductible?

    By PAL, July 1, 2008
    • 1 reply
    • 4.3k views
    • 
    • BeckyMiller
    • July 3, 2008

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

    By Jim Chad, May 6, 2008
    • 10 replies
    • 3.2k views
    • 
    • Guest
    • July 2, 2008

24. max ellgibility for Safe Harbor

    By Guest Big Al, June 30, 2008
    • 2 replies
    • 1.5k views
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    • Tom Poje
    • July 1, 2008

25. Two years no claim for 401K

    By Guest dulan, June 27, 2008
    • 4 replies
    • 1.9k views
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    • david rigby
    • June 27, 2008

26. Employer withholding 401K info

    By Guest mel63129, June 25, 2008
    • 7 replies
    • 3.8k views
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    • BG5150
    • June 27, 2008

27. Match forfeiture different than nonelective forfeiture

    By Jim Chad, June 26, 2008
    • 2 replies
    • 1.8k views
    • 
    • J Simmons
    • June 26, 2008

28. File Retention

    By Guest bernverd, June 5, 2008
    • 13 replies
    • 3.2k views
    • 
    • Guest
    • June 25, 2008

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

    By Flight33, June 24, 2008
    • 7 replies
    • 4.4k views
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    • masteff
    • June 25, 2008

30. Plan imposed limits and catch-up

    By MoShawn, June 24, 2008
    • 1 reply
    • 1.5k views
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    • Tom Poje
    • June 24, 2008

31. Erisa Bond

    By PFranckowiak, June 23, 2008
    • 4 replies
    • 1.9k views
    • 
    • Kimberly S
    • June 24, 2008

32. 72(p) Question

    By Guest meeh3704, June 18, 2008
    • 10 replies
    • 3.5k views
    • 
    • Guest
    • June 23, 2008

33. Employees Opted Out

    By Guest mikeboard, June 19, 2008
    • 13 replies
    • 3.9k views
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    • austin3515
    • June 23, 2008

34. Exclude catagories of NHCEs from Safe Harbor

    By Earl, June 20, 2008
    • 5 replies
    • 3.3k views
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    • J Simmons
    • June 23, 2008

35. Hardships with Multiple plans

    By Guest Powers, June 20, 2008
    • 4 replies
    • 1.9k views
    • 
    • masteff
    • June 20, 2008

36. VFCP -- several transactions treated as one

    By Flight33, June 20, 2008
    • 0 replies
    • 1.2k views
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    • Flight33
    • June 20, 2008

37. Forfeitures

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

38. Company Stock in a401(k) Plan

    By LCARUSI, October 2, 1998
    • 22 replies
    • 8.2k views
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    • 401 Chaos
    • June 20, 2008

39. Roth Salary Deferral Instructions Not Followed

    By BeanCounterBlues, June 18, 2008
    • 3 replies
    • 1.6k views
    • 
    • Bird
    • June 19, 2008

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

    By Guest saotampa, June 16, 2008
    • 12 replies
    • 2k views
    • 
    • Guest
    • June 19, 2008

41. elementary vesting question

    By Lori H, June 18, 2008
    • 4 replies
    • 2k views
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    • GMK
    • June 19, 2008

42. 401k deferral while on disability

    By Guest hitt24, June 16, 2008
    • 5 replies
    • 6.5k views
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    • davef
    • June 18, 2008

43. Loan repayments from Severance pay

    By Guest Lisak, June 18, 2008
    • 3 replies
    • 2.8k views
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    • JanetM
    • June 18, 2008

44. Timing of contribution submissions

    By Guest LSULLIVAN, June 17, 2008
    • 3 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • June 18, 2008

45. HCE and Catch-up

    By Guest think2much, December 8, 2007
    • 12 replies
    • 3.4k views
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    • MoShawn
    • June 18, 2008

46. Amend Vesting

    By John Feldt ERPA CPC QPA, June 10, 2008
    • 20 replies
    • 3.4k views
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    • Kimberly S
    • June 16, 2008

47. Consulting Firm Question

    By jstorch, June 16, 2008
    • 2 replies
    • 1.4k views
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    • masteff
    • June 16, 2008

48. Off Calendar Catch-Ups - SOLUTION!

    By austin3515, June 6, 2008
    • 4 replies
    • 1.9k views
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    • austin3515
    • June 16, 2008

49. Plan Amendment

    By Guest Lee68, June 14, 2008
    • 4 replies
    • 2k views
    • 
    • Guest
    • June 14, 2008

50. Land in profit sharing plan sold

    By Pixie, June 13, 2008
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • June 13, 2008