401(k) Plans

19,321 topics in this forum

1. "separation from employment"/"severance of employment"

   By lexi, August 18, 2007
   • 0 replies
   • 1.3k views
   • 
   • lexi
   • August 18, 2007

2. K-1 comp

   By Lori H, August 17, 2007
   • 1 reply
   • 1.2k views
   • 
   • Bird
   • August 18, 2007

3. Recordkeeper Error - is my company on the hook?

   By Guest Wappaus, August 16, 2007
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • August 22, 2007

4. Late Defferals service provider liability

   By k man, August 16, 2007
   • 1 reply
   • 1.2k views
   • 
   • Peter Gulia
   • August 20, 2007

5. 401(k) Deposit Timing

   By Medusa, August 15, 2007
   • 3 replies
   • 1.3k views
   • 
   • Bird
   • August 17, 2007

6. Nonspouse Beneficiaries - Automatic Rollover Inapplicable

   By rocknrolls2, August 15, 2007
   • 2 replies
   • 1.8k views
   • 
   • rlb64
   • August 16, 2007

7. Sch. A - Fair value or Contract Value

   By austin3515, August 15, 2007
   • 9 replies
   • 5.3k views
   • 
   • JanetM
   • August 17, 2007

8. Safe Harbor Nonelective Plan Year

   By PMC, August 14, 2007
   • 1 reply
   • 1.3k views
   • 
   • CTipper
   • September 16, 2007

9. Leased employees

   By Guest Pat Metallic, August 14, 2007
   • 6 replies
   • 1.6k views
   • 
   • Guest
   • August 15, 2007

10. Added a Roth and forgot to tell anyone

    By Guest erisamelissa, August 14, 2007
    • 9 replies
    • 2.1k views
    • 
    • jpod
    • August 16, 2007

11. Is employer/plan sponsor required to permit deferrals past age 70.5

    By Guest kprhok, August 14, 2007
    • 4 replies
    • 1.8k views
    • 
    • Belgarath
    • August 14, 2007

12. Ratio Percentage Test

    By Guest AJM 34, August 13, 2007
    • 4 replies
    • 5.7k views
    • 
    • Tom Poje
    • August 14, 2007

13. Compliance Issues Unique to Pay Period Match

    By Guest Grumpy456, August 13, 2007
    • 9 replies
    • 2.2k views
    • 
    • austin3515
    • November 28, 2007

14. Safe Harbor Plans - True Up

    By Guest Becki625, August 13, 2007
    • 7 replies
    • 3.7k views
    • 
    • QDROphile
    • August 14, 2007

15. ADP or 415 Correction

    By Guest saotampa, August 10, 2007
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 10, 2007

16. Top Heavy Requirements

    By Guest Toni Jo, August 8, 2007
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 8, 2007

17. Prohibited Transaction or Arms Length Transaction

    By Guest ellah, August 8, 2007
    • 5 replies
    • 1.6k views
    • 
    • jpod
    • August 8, 2007

18. Signing Form 5500 - just curious!

    By Brenda Wren, August 8, 2007
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • August 9, 2007

19. Timing of Safe-Harbor Notice for amended plan

    By Guest PCS Inc, August 8, 2007
    • 5 replies
    • 1.4k views
    • 
    • Belgarath
    • August 9, 2007

20. Plan Sponsor Question re late deposit of deferrals

    By Guest MaryMac, August 7, 2007
    • 8 replies
    • 1.6k views
    • 
    • austin3515
    • August 13, 2007

21. Excess Deferral for 2006

    By Guest AJM 34, August 7, 2007
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • August 7, 2007

22. Employer penalty tax for excess contributions and catch up

    By Guest phy401k, August 6, 2007
    • 1 reply
    • 1k views
    • 
    • WDIK
    • August 6, 2007

23. Deceased Participant

    By Guest Twinky, August 6, 2007
    • 14 replies
    • 4k views
    • 
    • Guest
    • September 5, 2007

24. Failed ADP and 401(m) Coverage

    By Guest Lawrenceg, August 6, 2007
    • 2 replies
    • 1.1k views
    • 
    • PLAN MAN
    • August 6, 2007

25. Excess Contribution and ADP Testing

    By Guest AJM 34, August 3, 2007
    • 7 replies
    • 2.8k views
    • 
    • Tom Poje
    • August 13, 2007

26. correction for failure to implement investment elections

    By k man, August 3, 2007
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • August 7, 2007

27. 401(k) Funds To Fund A New C Corp

    By Guest scottyd, August 2, 2007
    • 8 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • August 6, 2007

28. 401k plan loan interest

    By Guest fender5150, August 2, 2007
    • 7 replies
    • 2.2k views
    • 
    • masteff
    • August 10, 2007

29. Owner Only 401(k)

    By PMC, August 2, 2007
    • 3 replies
    • 1.3k views
    • 
    • austin3515
    • August 2, 2007

30. PPA Diversification

    By Randy Watson, August 1, 2007
    • 2 replies
    • 1.3k views
    • 
    • Randy Watson
    • August 1, 2007

31. Implementing Salary Deferral Elections

    By Guest TPAStacey, August 1, 2007
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • August 1, 2007

32. In-Service distribution quandary

    By Kimberly S, August 1, 2007
    • 1 reply
    • 1.2k views
    • 
    • jpod
    • August 1, 2007

33. Safe Harbor "Wait-and-See" Notice

    By Jilliandiz, August 1, 2007
    • 11 replies
    • 4k views
    • 
    • austin3515
    • October 27, 2007

34. Excluded or Not?

    By Jilliandiz, July 31, 2007
    • 4 replies
    • 1.3k views
    • 
    • Kimberly S
    • July 31, 2007

35. Do I qualify for NUA?

    By Guest Steve Richards, July 31, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 11, 2007

36. QSLOB

    By Guest Thornton, July 31, 2007
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 14, 2007

37. Compensation question

    By fiona1, July 31, 2007
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • July 31, 2007

38. Failed testing

    By Guest LSULLIVAN, July 31, 2007
    • 13 replies
    • 3.1k views
    • 
    • PensionPro
    • August 8, 2013

39. independent contractor/employee

    By k man, July 30, 2007
    • 16 replies
    • 2.8k views
    • 
    • k man
    • August 2, 2007

40. Federal Withholding

    By austin3515, July 28, 2007
    • 6 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • July 30, 2007

41. Roth 401(k) Logistics

    By Guest jgarber, July 26, 2007
    • 5 replies
    • 1.3k views
    • 
    • Bird
    • July 27, 2007

42. Election Forms

    By Guest cconnell, July 26, 2007
    • 4 replies
    • 1.4k views
    • 
    • BG5150
    • July 27, 2007

43. Non-Spousal Rollover: IRA vs Qualified Plan

    By wsp, July 25, 2007
    • 3 replies
    • 1.8k views
    • 
    • wsp
    • July 26, 2007

44. Off-Calendar PYEs again

    By TPAnnie, July 25, 2007
    • 3 replies
    • 1.3k views
    • 
    • austin3515
    • July 26, 2007

45. Bankruptcy qualify for hardship withdrawal?

    By Guest jusducki, July 24, 2007
    • 2 replies
    • 3.9k views
    • 
    • 401_4_ever
    • July 24, 2007

46. Safe Harbor Non-Elective

    By Jilliandiz, July 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • July 24, 2007

47. In-Service Distributions?

    By Jilliandiz, July 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • July 25, 2007

48. allocating forfeitures

    By k man, July 23, 2007
    • 2 replies
    • 1.3k views
    • 
    • four01kman
    • July 23, 2007

49. Loan to plan terminee?

    By Guest Rachelw, July 23, 2007
    • 9 replies
    • 1.6k views
    • 
    • Mike Preston
    • July 24, 2007

50. Annual Document Maintenance

    By Guest fender5150, July 21, 2007
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • July 23, 2007