401(k) Plans

19,276 topics in this forum

1. Calculate Earnings on Excess Annual Additions

   By Guest saotampa, September 12, 2007
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • September 12, 2007

2. Securities Broker Giving Plan Sponsor Advice; Prohibited Transaction?

   By Guest RIA, September 11, 2007
   • 7 replies
   • 2.1k views
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   • Bird
   • September 14, 2007

3. Plan Amendments

   By Guest AJM 34, September 11, 2007
   • 5 replies
   • 1.7k views
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   • Bird
   • September 14, 2007

4. 401(k) Plan with Employer Securities: diversification notice required?

   By Guest Troy S., September 11, 2007
   • 2 replies
   • 1.5k views
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   • Kevin C
   • September 13, 2007

5. Foreign 401k Beneficiary Designation

   By Guest Bear, September 11, 2007
   • 0 replies
   • 2.1k views
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   • Guest
   • September 11, 2007

6. Failure to timely adopt MRD amendment

   By JWK, September 11, 2007
   • 0 replies
   • 1.4k views
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   • JWK
   • September 11, 2007

7. Death after distribution request

   By wsp, September 11, 2007
   • 0 replies
   • 1.1k views
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   • wsp
   • September 11, 2007

8. Employer match stated in the Plan

   By Guest Nini, September 10, 2007
   • 1 reply
   • 1k views
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   • Jim Chad
   • September 11, 2007

9. Waiver of waiting period for new participants

   By Guest trirod01, September 7, 2007
   • 2 replies
   • 4.8k views
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   • QDROphile
   • September 8, 2007

10. Prototype Document - Eligibility

    By MarZDoates, September 7, 2007
    • 3 replies
    • 1.3k views
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    • Kevin C
    • September 10, 2007

11. Mistake in fact or operational error

    By Guest Ken C, September 7, 2007
    • 18 replies
    • 16.2k views
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    • Guest
    • September 12, 2007

12. Protected Benefits

    By Guest Nini, September 6, 2007
    • 1 reply
    • 2k views
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    • Mike Preston
    • September 7, 2007

13. Plan w/o HCEs - testing issues?

    By Guest Benefitsrock, September 6, 2007
    • 12 replies
    • 2.7k views
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    • CTipper
    • September 16, 2007

14. New Laws on Social Security Numbers

    By zimbo, September 6, 2007
    • 7 replies
    • 1.4k views
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    • Guest
    • September 10, 2007

15. Deferrals from Cafeteria Plan

    By rcline46, September 6, 2007
    • 5 replies
    • 4.9k views
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    • CTipper
    • September 16, 2007

16. new safe harbor 401k with term'd employee

    By Santo Gold, September 6, 2007
    • 3 replies
    • 1.3k views
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    • Kevin C
    • September 7, 2007

17. Mandatory Integration

    By sdix401k, September 6, 2007
    • 14 replies
    • 3k views
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    • sdix401k
    • September 10, 2007

18. Employer contributions for forfeited amounts

    By Miner88, September 5, 2007
    • 9 replies
    • 2.1k views
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    • Bird
    • September 6, 2007

19. Help! Audit CAP Counsel Needed

    By Guest silverwolfson, September 5, 2007
    • 2 replies
    • 1.4k views
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    • 401_4_ever
    • September 5, 2007

20. New IRS Prop Regs on Accident & Health Insurance

    By rocknrolls2, September 5, 2007
    • 0 replies
    • 1.1k views
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    • rocknrolls2
    • September 5, 2007

21. QNEC's

    By Guest AJM 34, September 5, 2007
    • 6 replies
    • 1.6k views
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    • Tom Poje
    • October 25, 2007

22. Excluding certain employees from participating

    By Guest Benefitsrock, September 5, 2007
    • 1 reply
    • 1.1k views
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    • jpod
    • September 5, 2007

23. ADP test

    By Guest AJM 34, September 4, 2007
    • 3 replies
    • 1.1k views
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    • BG5150
    • September 4, 2007

24. 401K cash out?

    By Guest skv7, August 31, 2007
    • 5 replies
    • 1.8k views
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    • Bird
    • September 1, 2007

25. refund checks

    By Guest josephr, August 31, 2007
    • 3 replies
    • 1.1k views
    • 
    • masteff
    • September 1, 2007

26. SIMPLE to 401K Mid-Year Question

    By Guest 401kguy, August 31, 2007
    • 7 replies
    • 1.7k views
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    • CTipper
    • September 16, 2007

27. 401(k) withholding for work release prisoners

    By MSN, August 31, 2007
    • 0 replies
    • 1.2k views
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    • MSN
    • August 31, 2007

28. Failed ADP Test - how to correct?

    By Francis, August 30, 2007
    • 6 replies
    • 3k views
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    • Tom Poje
    • September 5, 2007

29. USERRA

    By Guest djn, August 30, 2007
    • 0 replies
    • 1.4k views
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    • Guest
    • August 30, 2007

30. Safe Harbor Match Arrangement

    By MBCarey, August 30, 2007
    • 3 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 31, 2007

31. Limits for off-calendar plan years

    By CJS07, August 30, 2007
    • 1 reply
    • 1.4k views
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    • WDIK
    • August 30, 2007

32. 401(k) Plans

    By Guest Karenm, August 29, 2007
    • 3 replies
    • 1.6k views
    • 
    • Peter Gulia
    • August 30, 2007

33. Successor Sponsor?

    By Guest djn, August 29, 2007
    • 3 replies
    • 1.5k views
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    • J2D2
    • August 29, 2007

34. Defined Contribution Plan with Cross-testing

    By Guest fender5150, August 29, 2007
    • 11 replies
    • 2.8k views
    • 
    • John Feldt ERPA CPC QPA
    • August 31, 2007

35. Stock Sale

    By Guest Nini, August 29, 2007
    • 1 reply
    • 1.3k views
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    • austin3515
    • August 29, 2007

36. 415 Testing: Noncalendar plan years

    By Guest m2b2, August 29, 2007
    • 6 replies
    • 2.6k views
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    • BG5150
    • August 30, 2007

37. ACP Testing: Union Plan With After-Tax Provision

    By Guest m2b2, August 29, 2007
    • 1 reply
    • 2.2k views
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    • Guest
    • August 30, 2007

38. Plan Start Date

    By Jilliandiz, August 29, 2007
    • 2 replies
    • 1.3k views
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    • austin3515
    • August 29, 2007

39. Delaware Series LLC

    By Guest willow100, August 28, 2007
    • 0 replies
    • 1k views
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    • Guest
    • August 28, 2007

40. Last Day Allocation Condition Beyond Plan Year

    By Gruegen, August 28, 2007
    • 5 replies
    • 2.6k views
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    • SavingsRUS
    • March 23, 2015

41. Is this 401(k) match discriminatory?

    By Guest jc1457, August 27, 2007
    • 2 replies
    • 1.4k views
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    • austin3515
    • August 27, 2007

42. Trust to Trust transfer delay correction

    By Guest hyper, August 27, 2007
    • 1 reply
    • 1.9k views
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    • QDROphile
    • August 27, 2007

43. 2007 limit

    By doombuggy, August 27, 2007
    • 3 replies
    • 1.1k views
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    • doombuggy
    • August 28, 2007

44. Withholding on Roth distrib under $200

    By dcoderre, August 26, 2007
    • 0 replies
    • 1.6k views
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    • dcoderre
    • August 26, 2007

45. I need help from a CPA - with qualified plan experience!

    By Guest 4Kicks, August 24, 2007
    • 18 replies
    • 2.4k views
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    • austin3515
    • August 27, 2007

46. IRAs into 401k

    By Guest stevena1, August 24, 2007
    • 2 replies
    • 1k views
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    • Guest
    • August 24, 2007

47. Two divisions and ADP/ACP testing

    By buckaroo, August 23, 2007
    • 1 reply
    • 1.1k views
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    • Mike Preston
    • August 24, 2007

48. Self-Directed 401k - One Brokerage Account

    By austin3515, August 23, 2007
    • 2 replies
    • 1.2k views
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    • MSN
    • September 24, 2007

49. Immediate plan entry & age limit

    By Guest lindamichals, August 22, 2007
    • 1 reply
    • 1.2k views
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    • WDIK
    • August 22, 2007

50. Well I just got burned again by another attorney

    By Guest dulan, August 22, 2007
    • 8 replies
    • 3.1k views
    • 
    • Guest
    • September 16, 2007