401(k) Plans

19,294 topics in this forum

1. ER contribution to pension or medical?

   By CO Bank, June 28, 2007
   • 20 replies
   • 4.9k views
   • 
   • Don Levit
   • July 3, 2007

2. Safe Harbor for HCE's

   By ombskid, June 27, 2007
   • 4 replies
   • 1.6k views
   • 
   • Kimberly S
   • July 2, 2007

3. failure to follow withholding election

   By Kimberly S, June 28, 2007
   • 6 replies
   • 1.7k views
   • 
   • Guest
   • July 2, 2007

4. 415 refund error

   By fiona1, June 28, 2007
   • 0 replies
   • 1.2k views
   • 
   • fiona1
   • June 28, 2007

5. 401k elective deferral

   By Gary, June 27, 2007
   • 6 replies
   • 1.4k views
   • 
   • austin3515
   • June 27, 2007

6. 401(k) changes: A sound move for our company?

   By Guest afcjags, June 22, 2007
   • 5 replies
   • 1.5k views
   • 
   • jpod
   • June 27, 2007

7. Vanguard frequent-trading policy on pooled 401(k)'s

   By Guest jsample, June 15, 2007
   • 2 replies
   • 2.8k views
   • 
   • ombskid
   • June 27, 2007

8. Plan Sponsor as Trustee?

   By Guest krijowri, June 15, 2007
   • 28 replies
   • 8.5k views
   • 
   • Steelerfan
   • June 26, 2007

9. Hardship Distribution

   By Guest John Makarevich, June 23, 2007
   • 9 replies
   • 2.6k views
   • 
   • masteff
   • June 26, 2007

10. Safe Harbor Match

    By Guest jim williams, June 25, 2007
    • 2 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • June 26, 2007

11. Change in election amount

    By Guest Nini, June 21, 2007
    • 7 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 26, 2007

12. Safe Harbor 3% non elevtive with additional match

    By Richard Anderson, June 22, 2007
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 25, 2007

13. Judgment a reported tax event

    By Guest RD73, June 22, 2007
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • June 22, 2007

14. 5500 Plan Feature Codes

    By austin3515, June 21, 2007
    • 2 replies
    • 1.8k views
    • 
    • austin3515
    • June 22, 2007

15. Exclusion of Eligible EE to Defer

    By Guest saotampa, June 20, 2007
    • 1 reply
    • 1k views
    • 
    • Archimage
    • June 21, 2007

16. deductibility question

    By wsp, June 20, 2007
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • June 21, 2007

17. Discrimination

    By Randy Watson, June 20, 2007
    • 5 replies
    • 1.2k views
    • 
    • Randy Watson
    • June 20, 2007

18. Nondeductible contributions multiple years

    By Guest IRISH79, June 20, 2007
    • 0 replies
    • 979 views
    • 
    • Guest
    • June 20, 2007

19. Asset transfer

    By pmacduff, June 15, 2007
    • 12 replies
    • 3.3k views
    • 
    • pmacduff
    • June 19, 2007

20. after tax employee contributions

    By k man, June 19, 2007
    • 2 replies
    • 1.1k views
    • 
    • Tom Poje
    • June 19, 2007

21. Age Based Tiered Match

    By Guest IRISH79, June 18, 2007
    • 3 replies
    • 1.6k views
    • 
    • AndyH
    • June 18, 2007

22. Top Heavy Aggregation Group

    By Guest tas1, June 13, 2007
    • 12 replies
    • 1.9k views
    • 
    • austin3515
    • June 18, 2007

23. QDRO Pending Plan terminating

    By Guest padmin, June 18, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 18, 2007

24. Administering Buyback on Rehire after Forfeiture

    By Guest Patrick Foley, February 23, 2006
    • 9 replies
    • 10.4k views
    • 
    • jpod
    • June 18, 2007

25. Puerto Rico 165(e) Plans - Consequences of No PR Determination Letter

    By rocknrolls2, March 14, 2006
    • 2 replies
    • 4.9k views
    • 
    • Guest
    • June 16, 2007

26. Forfeiture restoration

    By CO Bank, June 15, 2007
    • 1 reply
    • 1.6k views
    • 
    • jpod
    • June 15, 2007

27. Change in NRA for Money Purchase Plans

    By Guest Madison, June 14, 2007
    • 1 reply
    • 1.2k views
    • 
    • KJohnson
    • June 14, 2007

28. Plan distribution fees and hardship withdrawals

    By blue, June 14, 2007
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 14, 2007

29. Terminated Plan

    By Guest stevena1, June 11, 2007
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • June 12, 2007

30. Loan Payments

    By Guest CathyS, June 7, 2007
    • 19 replies
    • 4.6k views
    • 
    • 401_4_ever
    • June 8, 2007

31. After-tax matched contributions

    By Nassau, June 7, 2007
    • 2 replies
    • 1.8k views
    • 
    • Kimberly S
    • June 7, 2007

32. ADP/ACP Test

    By Guest fender5150, June 5, 2007
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • June 7, 2007

33. Closely held stock in 401(k) Plan Registration Requirements

    By Guest IRISH79, June 6, 2007
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • June 6, 2007

34. Looks Like Top Heavy Is Not An Issue, But....

    By mming, June 6, 2007
    • 2 replies
    • 1.1k views
    • 
    • JanetM
    • June 6, 2007

35. consulting income and cash balance plan

    By Guest rmse46, June 6, 2007
    • 1 reply
    • 988 views
    • 
    • Mike Preston
    • June 6, 2007

36. POA and distribution options

    By wsp, June 6, 2007
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • June 6, 2007

37. Plan Merger Vesting Schedule

    By Guest IRISH79, June 5, 2007
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • June 6, 2007

38. Hardship Distribution Suspension Period

    By austin3515, June 4, 2007
    • 6 replies
    • 3.4k views
    • 
    • masteff
    • June 5, 2007

39. Profit Sharing plan contributions

    By Guest Achilles, June 5, 2007
    • 2 replies
    • 1.1k views
    • 
    • 401_4_ever
    • June 5, 2007

40. Quarterly Statements

    By abanky, June 4, 2007
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • June 5, 2007

41. 401k seminar

    By Guest stevena1, June 4, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • June 4, 2007

42. 401K Profit Sharing & Eligible Participant Regulations

    By Guest klsconsulting, June 1, 2007
    • 9 replies
    • 5.2k views
    • 
    • Mike Preston
    • June 4, 2007

43. Blackout Notice

    By Randy Watson, June 4, 2007
    • 1 reply
    • 1.3k views
    • 
    • Randy Watson
    • June 4, 2007

44. Paystub - need explanation of Roth 401 calculation

    By Guest Wedge1, May 31, 2007
    • 14 replies
    • 28.3k views
    • 
    • Guest
    • June 2, 2007

45. Employer Stock Fund

    By Randy Watson, June 1, 2007
    • 6 replies
    • 2.3k views
    • 
    • masteff
    • June 1, 2007

46. Spot Bonus Employee Reconition Awards Deferrals

    By Guest IRISH79, May 31, 2007
    • 2 replies
    • 2k views
    • 
    • JanetM
    • June 1, 2007

47. Add Roth feature mid-year to 401(k) safe harbor plan

    By Guest STP20004, March 15, 2007
    • 5 replies
    • 5.5k views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2007

48. Safe Harbor Plan Definition of "Compensation"

    By Guest IRISH79, May 31, 2007
    • 2 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2007

49. Moving Expenses

    By Guest benefitsanalyst, May 30, 2007
    • 1 reply
    • 9.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2007

50. NUA lost if plan to plan transfer? (or if partial transfer?)

    By Guest jbergstrom, May 30, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 31, 2007