401(k) Plans

19,366 topics in this forum

1. Proving Guardian IS Guardian

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

2. Fully Benefit Responsive

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

3. VCP

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

4. Withholding on nonqualified Roth distributions

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

5. Excluding Commissioned Employee

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

6. Mandatory W/Holding States

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

7. Top Heavy Key is NRA

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

8. Puerto Rican Retirement Plan

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

9. SS Integration - Q'ly Statements

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

10. 415 Limits & Catchup Contributions

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

11. QACA plans and Roth

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

12. Deferrals from LLC Members

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

13. ADP Refunds / Total vs PD

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

14. Definition of Compensation

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

15. deferral election in writing...

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

16. ADP test(s) for control group

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

17. Roth 401k Contributions

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

18. 401k plan recordkeeping, etc.

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

19. safe harbor plan compensation definition

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

20. Hardship Distribution vs. Known Divorce

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

21. Hardship Withdrawal Documentation

    By Guest Madison, July 2, 2007
    • 4 replies
    • 9k views
    • 
    • Peter Gulia
    • July 3, 2007

22. Permissive Aggregation

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

23. ER contribution to pension or medical?

    By CO Bank, June 28, 2007
    • 20 replies
    • 5.1k views
    • 
    • Don Levit
    • July 3, 2007

24. Safe Harbor for HCE's

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

25. failure to follow withholding election

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

26. 415 refund error

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

27. 401k elective deferral

    By Gary, June 27, 2007
    • 6 replies
    • 1.5k views
    • 
    • austin3515
    • June 27, 2007

28. 401(k) changes: A sound move for our company?

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

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

    By Guest jsample, June 15, 2007
    • 2 replies
    • 3.3k views
    • 
    • ombskid
    • June 27, 2007

30. Plan Sponsor as Trustee?

    By Guest krijowri, June 15, 2007
    • 28 replies
    • 8.8k views
    • 
    • Steelerfan
    • June 26, 2007

31. Hardship Distribution

    By Guest John Makarevich, June 23, 2007
    • 9 replies
    • 2.7k views
    • 
    • masteff
    • June 26, 2007

32. Safe Harbor Match

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

33. Change in election amount

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

34. Safe Harbor 3% non elevtive with additional match

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

35. Judgment a reported tax event

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

36. 5500 Plan Feature Codes

    By austin3515, June 21, 2007
    • 2 replies
    • 1.9k views
    • 
    • austin3515
    • June 22, 2007

37. Exclusion of Eligible EE to Defer

    By Guest saotampa, June 20, 2007
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • June 21, 2007

38. deductibility question

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

39. Discrimination

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

40. Nondeductible contributions multiple years

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

41. Asset transfer

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

42. after tax employee contributions

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

43. Age Based Tiered Match

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

44. Top Heavy Aggregation Group

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

45. QDRO Pending Plan terminating

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

46. Administering Buyback on Rehire after Forfeiture

    By Guest Patrick Foley, February 23, 2006
    • 9 replies
    • 10.7k views
    • 
    • jpod
    • June 18, 2007

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

    By rocknrolls2, March 14, 2006
    • 2 replies
    • 5k views
    • 
    • Guest
    • June 16, 2007

48. Forfeiture restoration

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

49. Change in NRA for Money Purchase Plans

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

50. Plan distribution fees and hardship withdrawals

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