401(k) Plans

19,334 topics in this forum

1. Change in election amount

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

2. Safe Harbor 3% non elevtive with additional match

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

3. Judgment a reported tax event

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

4. 5500 Plan Feature Codes

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

5. Exclusion of Eligible EE to Defer

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

6. deductibility question

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

7. Discrimination

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

8. Nondeductible contributions multiple years

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

9. Asset transfer

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

10. after tax employee contributions

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

11. Age Based Tiered Match

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

12. Top Heavy Aggregation Group

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

13. QDRO Pending Plan terminating

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

14. Administering Buyback on Rehire after Forfeiture

    By Guest Patrick Foley, February 23, 2006
    • 9 replies
    • 10.6k views
    • 
    • jpod
    • June 18, 2007

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

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

16. Forfeiture restoration

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

17. Change in NRA for Money Purchase Plans

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

18. Plan distribution fees and hardship withdrawals

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

19. Terminated Plan

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

20. Loan Payments

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

21. After-tax matched contributions

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

22. ADP/ACP Test

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

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

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

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

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

25. consulting income and cash balance plan

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

26. POA and distribution options

    By wsp, June 6, 2007
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • June 6, 2007

27. Plan Merger Vesting Schedule

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

28. Hardship Distribution Suspension Period

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

29. Profit Sharing plan contributions

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

30. Quarterly Statements

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

31. 401k seminar

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

32. 401K Profit Sharing & Eligible Participant Regulations

    By Guest klsconsulting, June 1, 2007
    • 9 replies
    • 5.3k views
    • 
    • Mike Preston
    • June 4, 2007

33. Blackout Notice

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

34. Paystub - need explanation of Roth 401 calculation

    By Guest Wedge1, May 31, 2007
    • 14 replies
    • 29.1k views
    • 
    • Guest
    • June 2, 2007

35. Employer Stock Fund

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

36. Spot Bonus Employee Reconition Awards Deferrals

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

37. 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

38. 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

39. Moving Expenses

    By Guest benefitsanalyst, May 30, 2007
    • 1 reply
    • 9.2k views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2007

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

    By Guest jbergstrom, May 30, 2007
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 31, 2007

41. Employee Transfers to Foreign Subsidiaries

    By 401 Chaos, May 30, 2007
    • 8 replies
    • 7k views
    • 
    • Guest
    • May 30, 2007

42. What are highly compensated employees

    By Guest natasa, May 26, 2007
    • 5 replies
    • 2.6k views
    • 
    • BG5150
    • May 30, 2007

43. Declaration of Trust for Coll Inv Fund

    By Guest expertnovice, May 30, 2007
    • 0 replies
    • 928 views
    • 
    • Guest
    • May 30, 2007

44. From DB to SH 401k Plan

    By DP, May 30, 2007
    • 0 replies
    • 934 views
    • 
    • DP
    • May 30, 2007

45. merging safe harbor 401k with non-safe harbor 401k

    By Santo Gold, May 15, 2007
    • 4 replies
    • 3k views
    • 
    • Guest
    • May 30, 2007

46. Aggregation

    By CJS07, March 9, 2007
    • 5 replies
    • 1.6k views
    • 
    • J Simmons
    • May 30, 2007

47. Profit Sharing Contribution

    By Guest ryanlaq, May 29, 2007
    • 2 replies
    • 1k views
    • 
    • Guest
    • May 29, 2007

48. New plan question

    By Guest DazedAndConfused, May 29, 2007
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • May 29, 2007

49. Disability distribution from a Roth

    By Guest hyper, May 25, 2007
    • 3 replies
    • 1k views
    • 
    • Guest
    • May 29, 2007

50. Non spouse beneficiaries

    By Guest LSULLIVAN, May 25, 2007
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • May 27, 2007