401(k) Plans

19,366 topics in this forum

1. 401(k) and 457 Plan

   By Cathy from Chicago, October 3, 2007
   • 1 reply
   • 1.1k views
   • 
   • John Feldt ERPA CPC QPA
   • October 3, 2007

2. When is automatic enrollment not automatic enrollment?

   By CTipper, September 16, 2007
   • 14 replies
   • 2.6k views
   • 
   • MSN
   • October 3, 2007

3. Amending 401(k) to SIMPLE 401(k)

   By R. Butler, October 1, 2007
   • 3 replies
   • 1.3k views
   • 
   • MSN
   • October 2, 2007

4. QNEC

   By Guest AJM 34, September 26, 2007
   • 4 replies
   • 2.9k views
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   • BG5150
   • October 2, 2007

5. First year profit share and W-2 box 13

   By masteff, September 27, 2007
   • 11 replies
   • 8.8k views
   • 
   • Appleby
   • October 2, 2007

6. QNEC question

   By BG5150, October 1, 2007
   • 1 reply
   • 1.1k views
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   • Tom Poje
   • October 2, 2007

7. Form 5330 question

   By BG5150, October 1, 2007
   • 1 reply
   • 1.2k views
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   • R. Butler
   • October 1, 2007

8. Doctor with leased employees

   By Guest Pat Metallic, September 24, 2007
   • 25 replies
   • 7.5k views
   • 
   • Guest
   • October 1, 2007

9. Prohibited Transactions/Parties in Interest

   By MBCarey, October 1, 2007
   • 0 replies
   • 1.1k views
   • 
   • MBCarey
   • October 1, 2007

10. How to start a Roth 401 k with a partnership

    By Guest rydercurry@hotmail.com, September 25, 2007
    • 8 replies
    • 2.8k views
    • 
    • Guest
    • September 27, 2007

11. What limits to pro-rate for short initial years?

    By BG5150, September 25, 2007
    • 3 replies
    • 1.2k views
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    • Tom Poje
    • September 27, 2007

12. document amendments not signed

    By Guest Dan Kutzke, September 26, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 26, 2007

13. Aduit 401k and MPP combined

    By sdix401k, September 14, 2007
    • 16 replies
    • 3k views
    • 
    • Guest
    • September 26, 2007

14. 2007 COLA Amounts?

    By rocknrolls2, September 26, 2006
    • 5 replies
    • 2k views
    • 
    • Tom Poje
    • September 25, 2007

15. Home builders unable to fulfill Safe Harbor obligation

    By Brenda Wren, September 24, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 24, 2007

16. Automatic Enrollment Safe Harbor plans

    By Brenda Wren, September 24, 2007
    • 0 replies
    • 1.1k views
    • 
    • Brenda Wren
    • September 24, 2007

17. Prevailing Wage as QNEC

    By Guest Rutager, September 24, 2007
    • 1 reply
    • 3k views
    • 
    • Mike Preston
    • September 24, 2007

18. Self-Directed 401k - One Brokerage Account

    By austin3515, August 23, 2007
    • 2 replies
    • 1.3k views
    • 
    • MSN
    • September 24, 2007

19. Allocating funds received from class action suits

    By AKconsult, September 24, 2007
    • 0 replies
    • 1k views
    • 
    • AKconsult
    • September 24, 2007

20. Beneficiary designation

    By Guest bernverd, September 24, 2007
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • September 24, 2007

21. Self-Employed Schedule C income loss & contributions

    By Guest ewhitmore, September 24, 2007
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • September 24, 2007

22. LOANS - DEFAULT

    By Guest SPrince, September 23, 2007
    • 1 reply
    • 1.1k views
    • 
    • Sully
    • September 23, 2007

23. SAR for welfare plan mostly self-insured

    By Guest Dolores, September 23, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • September 23, 2007

24. New Plan Design Help

    By Guest lmccormick, September 21, 2007
    • 9 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 23, 2007

25. 401(k) loan doc

    By Guest andrew@falesandco.com, September 20, 2007
    • 5 replies
    • 1.3k views
    • 
    • Kimberly S
    • September 21, 2007

26. Last Man Standing

    By DTH, September 19, 2007
    • 8 replies
    • 1.8k views
    • 
    • Archimage
    • September 21, 2007

27. 401(k) control question

    By Guest kdp, September 20, 2007
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • September 20, 2007

28. Correcting An Account Error

    By Guest Karenm, September 20, 2007
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • September 20, 2007

29. ADP/ACP where there are changes in controlled group

    By R. Butler, September 18, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • September 20, 2007

30. Amend discretionary match in SH plan

    By MSN, September 17, 2007
    • 5 replies
    • 1.9k views
    • 
    • Tom Poje
    • September 19, 2007

31. Lost Participants

    By austin3515, September 13, 2007
    • 11 replies
    • 3.7k views
    • 
    • Steelerfan
    • September 18, 2007

32. Safe-harbor enhanced match

    By SMB, September 15, 2007
    • 3 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • September 18, 2007

33. Well I just got burned again by another attorney

    By Guest dulan, August 22, 2007
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • September 16, 2007

34. Safe Harbor Nonelective Plan Year

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

35. SIMPLE to 401K Mid-Year Question

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

36. Plan w/o HCEs - testing issues?

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

37. Deferrals from Cafeteria Plan

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

38. Safe Harbor and unterminated plan

    By Dennis Povloski, September 14, 2007
    • 1 reply
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • September 14, 2007

39. Plan Amendments

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

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

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

41. Erroneous Automatic Contributions

    By Guest Astro, September 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • September 13, 2007

42. ADP/ACP refunds taxable in current year regardless of timing of refund

    By Pension Nerd, September 12, 2007
    • 2 replies
    • 5.2k views
    • 
    • stephen
    • September 13, 2007

43. Coverage - No compensation - Military leave

    By fiona1, September 13, 2007
    • 0 replies
    • 1.1k views
    • 
    • fiona1
    • September 13, 2007

44. 401(K) Plan with IRA money rolled in

    By Guest Mardi Gras, September 13, 2007
    • 1 reply
    • 992 views
    • 
    • masteff
    • September 13, 2007

45. 3rd Party Sick Pay

    By Guest kcousin, September 13, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 13, 2007

46. Another triple match question

    By jkharvey, September 13, 2007
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • September 13, 2007

47. 401(k) Plan with Employer Securities: diversification notice required?

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

48. Calculate Earnings on Excess Annual Additions

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

49. Mistake in fact or operational error

    By Guest Ken C, September 7, 2007
    • 18 replies
    • 16.6k views
    • 
    • Guest
    • September 12, 2007

50. Foreign 401k Beneficiary Designation

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