401(k) Plans

19,366 topics in this forum

1. Nonspouse Beneficiaries - Automatic Rollover Inapplicable

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

2. Added a Roth and forgot to tell anyone

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

3. Leased employees

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

4. 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

5. Safe Harbor Plans - True Up

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

6. Ratio Percentage Test

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

7. Excess Contribution and ADP Testing

   By Guest AJM 34, August 3, 2007
   • 7 replies
   • 2.9k views
   • 
   • Tom Poje
   • August 13, 2007

8. Plan Sponsor Question re late deposit of deferrals

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

9. Do I qualify for NUA?

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

10. ADP or 415 Correction

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

11. 401k plan loan interest

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

12. Timing of Safe-Harbor Notice for amended plan

    By Guest PCS Inc, August 8, 2007
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • August 9, 2007

13. Signing Form 5500 - just curious!

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

14. Prohibited Transaction or Arms Length Transaction

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

15. Top Heavy Requirements

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

16. Excess Deferral for 2006

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

17. correction for failure to implement investment elections

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

18. Employer penalty tax for excess contributions and catch up

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

19. Failed ADP and 401(m) Coverage

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

20. 401(k) Funds To Fund A New C Corp

    By Guest scottyd, August 2, 2007
    • 8 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • August 6, 2007

21. Owner Only 401(k)

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

22. independent contractor/employee

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

23. Catchup only 1 2

    By ombskid, April 30, 2007
    • 53 replies
    • 10.4k views
    • 
    • Kevin C
    • August 2, 2007

24. PPA Diversification

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

25. Implementing Salary Deferral Elections

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

26. In-Service distribution quandary

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

27. Compensation question

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

28. Excluded or Not?

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

29. Federal Withholding

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

30. Election Forms

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

31. Roth 401(k) Logistics

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

32. Opinion about a document providor

    By Guest fender5150, July 2, 2007
    • 34 replies
    • 6.1k views
    • 
    • Guest
    • July 26, 2007

33. Non-Spousal Rollover: IRA vs Qualified Plan

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

34. Off-Calendar PYEs again

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

35. In-Service Distributions?

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

36. Loan to plan terminee?

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

37. Bankruptcy qualify for hardship withdrawal?

    By Guest jusducki, July 24, 2007
    • 2 replies
    • 4k views
    • 
    • 401_4_ever
    • July 24, 2007

38. Safe Harbor Non-Elective

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

39. allocating forfeitures

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

40. Annual Document Maintenance

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

41. Should I cash out a small 401K?

    By Guest mcdonam, July 17, 2007
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • July 20, 2007

42. Distributable Event

    By Guest Thornton, July 19, 2007
    • 5 replies
    • 2.7k views
    • 
    • jpod
    • July 20, 2007

43. Operational Failures

    By Nassau, July 20, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 20, 2007

44. EPCRS

    By Nassau, July 20, 2007
    • 0 replies
    • 1.2k views
    • 
    • Nassau
    • July 20, 2007

45. Removal of Spousal Consent

    By Guest Julie, July 19, 2007
    • 3 replies
    • 2.1k views
    • 
    • austin3515
    • July 20, 2007

46. Deduction of Late Safe Harbor Contribution

    By JButtrick, July 19, 2007
    • 5 replies
    • 2.4k views
    • 
    • Tom Poje
    • July 19, 2007

47. Sole Prop 401(k) Deferral & Pension Comp

    By flosfur, July 17, 2007
    • 2 replies
    • 1.2k views
    • 
    • Lori Friedman
    • July 19, 2007

48. Plan spin-off - full vesting possible?

    By Guest Troy S., July 18, 2007
    • 3 replies
    • 1.7k views
    • 
    • JanetM
    • July 18, 2007

49. 401(k) Plan Annual Audit

    By oriecat, July 16, 2007
    • 10 replies
    • 6.1k views
    • 
    • Guest
    • July 18, 2007

50. Discrimination testing

    By Guest fender5150, July 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 18, 2007