401(k) Plans

19,389 topics in this forum

1. Excluded or Not?

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

2. Federal Withholding

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

3. Election Forms

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

4. Roth 401(k) Logistics

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

5. Opinion about a document providor

   By Guest fender5150, July 2, 2007
   • 34 replies
   • 6.2k views
   • 
   • Guest
   • July 26, 2007

6. Non-Spousal Rollover: IRA vs Qualified Plan

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

7. Off-Calendar PYEs again

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

8. In-Service Distributions?

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

9. Loan to plan terminee?

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

10. Bankruptcy qualify for hardship withdrawal?

    By Guest jusducki, July 24, 2007
    • 2 replies
    • 4.1k views
    • 
    • 401_4_ever
    • July 24, 2007

11. Safe Harbor Non-Elective

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

12. allocating forfeitures

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

13. Annual Document Maintenance

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

14. Should I cash out a small 401K?

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

15. Distributable Event

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

16. Operational Failures

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

17. EPCRS

    By Nassau, July 20, 2007
    • 0 replies
    • 1.3k views
    • 
    • Nassau
    • July 20, 2007

18. Removal of Spousal Consent

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

19. Deduction of Late Safe Harbor Contribution

    By JButtrick, July 19, 2007
    • 5 replies
    • 2.5k views
    • 
    • Tom Poje
    • July 19, 2007

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

    By flosfur, July 17, 2007
    • 2 replies
    • 1.3k views
    • 
    • Lori Friedman
    • July 19, 2007

21. Plan spin-off - full vesting possible?

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

22. 401(k) Plan Annual Audit

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

23. Discrimination testing

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

24. Proving Guardian IS Guardian

    By austin3515, July 18, 2007
    • 0 replies
    • 1k views
    • 
    • austin3515
    • July 18, 2007

25. Fully Benefit Responsive

    By dmb, July 17, 2007
    • 1 reply
    • 21.8k views
    • 
    • JanetM
    • July 17, 2007

26. VCP

    By Guest cconnell, July 16, 2007
    • 1 reply
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • July 17, 2007

27. Withholding on nonqualified Roth distributions

    By Guest mickiemurphy, July 16, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • July 16, 2007

28. Excluding Commissioned Employee

    By Guest BuffaloT, July 16, 2007
    • 2 replies
    • 1.5k views
    • 
    • Leopurrd
    • July 16, 2007

29. Mandatory W/Holding States

    By austin3515, July 16, 2007
    • 1 reply
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • July 16, 2007

30. Top Heavy Key is NRA

    By Guest Lawrenceg, July 16, 2007
    • 0 replies
    • 938 views
    • 
    • Guest
    • July 16, 2007

31. Puerto Rican Retirement Plan

    By Guest Thornton, May 29, 2007
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 16, 2007

32. SS Integration - Q'ly Statements

    By austin3515, July 5, 2007
    • 29 replies
    • 3.9k views
    • 
    • austin3515
    • July 16, 2007

33. 415 Limits & Catchup Contributions

    By MBCarey, July 13, 2007
    • 2 replies
    • 6.4k views
    • 
    • TLGeer
    • July 15, 2007

34. QACA plans and Roth

    By Kimberly S, July 12, 2007
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • July 14, 2007

35. Deferrals from LLC Members

    By Guest saotampa, July 13, 2007
    • 7 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • July 13, 2007

36. ADP Refunds / Total vs PD

    By fiona1, July 9, 2007
    • 12 replies
    • 2.5k views
    • 
    • Guest
    • July 12, 2007

37. Definition of Compensation

    By Jilliandiz, July 12, 2007
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • July 12, 2007

38. deferral election in writing...

    By AKconsult, July 9, 2007
    • 7 replies
    • 2k views
    • 
    • AKconsult
    • July 12, 2007

39. ADP test(s) for control group

    By Richard Anderson, June 26, 2001
    • 4 replies
    • 2.9k views
    • 
    • austin3515
    • July 11, 2007

40. Roth 401k Contributions

    By Guest LSULLIVAN, July 10, 2007
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • July 10, 2007

41. 401k plan recordkeeping, etc.

    By Gary, July 6, 2007
    • 2 replies
    • 2.5k views
    • 
    • austin3515
    • July 8, 2007

42. safe harbor plan compensation definition

    By AKconsult, July 5, 2007
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • July 5, 2007

43. Hardship Distribution vs. Known Divorce

    By Guest Taxaholic, July 3, 2007
    • 6 replies
    • 2.9k views
    • 
    • Mike Preston
    • July 3, 2007

44. Hardship Withdrawal Documentation

    By Guest Madison, July 2, 2007
    • 4 replies
    • 9.1k views
    • 
    • Peter Gulia
    • July 3, 2007

45. Permissive Aggregation

    By KJohnson, July 3, 2007
    • 1 reply
    • 2.1k views
    • 
    • ak2ary
    • July 3, 2007

46. ER contribution to pension or medical?

    By CO Bank, June 28, 2007
    • 20 replies
    • 5.2k views
    • 
    • Don Levit
    • July 3, 2007

47. Safe Harbor for HCE's

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

48. failure to follow withholding election

    By Kimberly S, June 28, 2007
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 2, 2007

49. 415 refund error

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

50. 401k elective deferral

    By Gary, June 27, 2007
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • June 27, 2007