401(k) Plans

19,333 topics in this forum

1. Safe Harbor Nonelective Plan Year

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

2. SIMPLE to 401K Mid-Year Question

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

3. Plan w/o HCEs - testing issues?

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

4. Deferrals from Cafeteria Plan

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

5. Safe Harbor and unterminated plan

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

6. Plan Amendments

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

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

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

8. Erroneous Automatic Contributions

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

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

   By Pension Nerd, September 12, 2007
   • 2 replies
   • 5.1k views
   • 
   • stephen
   • September 13, 2007

10. Coverage - No compensation - Military leave

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

11. 401(K) Plan with IRA money rolled in

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

12. 3rd Party Sick Pay

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

13. Another triple match question

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

14. 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

15. Calculate Earnings on Excess Annual Additions

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

16. Mistake in fact or operational error

    By Guest Ken C, September 7, 2007
    • 18 replies
    • 16.4k views
    • 
    • Guest
    • September 12, 2007

17. Foreign 401k Beneficiary Designation

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

18. Employer match stated in the Plan

    By Guest Nini, September 10, 2007
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • September 11, 2007

19. Failure to timely adopt MRD amendment

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

20. Death after distribution request

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

21. New Laws on Social Security Numbers

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

22. Mandatory Integration

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

23. Prototype Document - Eligibility

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

24. Waiver of waiting period for new participants

    By Guest trirod01, September 7, 2007
    • 2 replies
    • 4.9k views
    • 
    • QDROphile
    • September 8, 2007

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

    By Santo Gold, September 6, 2007
    • 3 replies
    • 1.4k views
    • 
    • Kevin C
    • September 7, 2007

26. Protected Benefits

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

27. Where do I find a ERISA attorney?

    By Guest dulan, August 21, 2007
    • 6 replies
    • 2.7k views
    • 
    • KJohnson
    • September 6, 2007

28. Employer contributions for forfeited amounts

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

29. Help! Audit CAP Counsel Needed

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

30. Failed ADP Test - how to correct?

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

31. New IRS Prop Regs on Accident & Health Insurance

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

32. Deceased Participant

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

33. Excluding certain employees from participating

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

34. ADP test

    By Guest AJM 34, September 4, 2007
    • 3 replies
    • 1.2k views
    • 
    • BG5150
    • September 4, 2007

35. 401K cash out?

    By Guest skv7, August 31, 2007
    • 5 replies
    • 1.9k views
    • 
    • Bird
    • September 1, 2007

36. refund checks

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

37. 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

38. Safe Harbor Match Arrangement

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

39. 401(k) withholding for work release prisoners

    By MSN, August 31, 2007
    • 0 replies
    • 1.3k views
    • 
    • MSN
    • August 31, 2007

40. 401(k) Plans

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

41. 415 Testing: Noncalendar plan years

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

42. USERRA

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

43. Limits for off-calendar plan years

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

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

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

45. Successor Sponsor?

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

46. Stock Sale

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

47. Plan Start Date

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

48. Delaware Series LLC

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

49. 2007 limit

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

50. Is this 401(k) match discriminatory?

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