401(k) Plans

19,321 topics in this forum

1. Vesting Amendment

   By TBob, April 18, 2007
   • 4 replies
   • 2.3k views
   • 
   • Peanut Butter Man
   • April 20, 2007

2. ADP testing and a Terminated Participant

   By Guest AJM 34, April 18, 2007
   • 2 replies
   • 2k views
   • 
   • pmacduff
   • April 18, 2007

3. Loans and Plan Termination

   By Guest cgeslak, April 18, 2007
   • 3 replies
   • 1.6k views
   • 
   • QDROphile
   • April 19, 2007

4. Real Estate Investments

   By Guest jetfaninmn, April 18, 2007
   • 2 replies
   • 1.2k views
   • 
   • masteff
   • April 18, 2007

5. Distributions based on non-compete clause

   By 401_4_ever, April 18, 2007
   • 2 replies
   • 2k views
   • 
   • masteff
   • April 18, 2007

6. ADP testing was incorrect

   By Guest Boilerburm1, April 17, 2007
   • 5 replies
   • 1.5k views
   • 
   • Tom Poje
   • April 24, 2007

7. Individual Annuities

   By Guest Thornton, April 17, 2007
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • April 17, 2007

8. LLC-sponsored 401(k) plan

   By lexi, April 17, 2007
   • 5 replies
   • 1.9k views
   • 
   • lexi
   • April 19, 2007

9. Failure to make refunds - how to correct?

   By Guest DazedAndConfused, April 17, 2007
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • April 17, 2007

10. 401k vs 401a Newbie Question

    By Guest clem, April 15, 2007
    • 3 replies
    • 2.3k views
    • 
    • masteff
    • April 16, 2007

11. HCE Counts for testing

    By Guest enough, April 14, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 14, 2007

12. Money Purchase Pension Plan

    By mlp0816, April 13, 2007
    • 2 replies
    • 1.4k views
    • 
    • mlp0816
    • April 13, 2007

13. Eligible Investment Advice Arrangement

    By PLAN MAN, April 13, 2007
    • 2 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • May 16, 2007

14. 401K Deferral Deducted in Error

    By Guest Montgoyk, April 13, 2007
    • 1 reply
    • 4.7k views
    • 
    • masteff
    • April 13, 2007

15. Sole prop terminating safe harbor 401(k) plan

    By Belgarath, April 13, 2007
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • April 13, 2007

16. Highly Compensated Employee (HCE)

    By Guest AJM 34, April 13, 2007
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 14, 2007

17. 401(k) deferrals - double deduction or not

    By Guest 401kbee, April 12, 2007
    • 49 replies
    • 16.5k views
    • 
    • Steelerfan
    • May 1, 2007

18. Contribution of treasury stock

    By lexi, April 12, 2007
    • 1 reply
    • 2.5k views
    • 
    • BeckyMiller
    • April 12, 2007

19. Disregarded LLC?

    By Guest bouncingsoul, April 11, 2007
    • 5 replies
    • 4.5k views
    • 
    • AndyT
    • December 19, 2007

20. Crediting of Prior Service under New 401(k) Plan

    By rocknrolls2, April 10, 2007
    • 1 reply
    • 1.4k views
    • 
    • PLAN MAN
    • April 10, 2007

21. U.S. Virgin Islands

    By Guest IRISH79, April 10, 2007
    • 1 reply
    • 5.5k views
    • 
    • masteff
    • April 13, 2007

22. New Comp Profit Sharing As QNEC

    By Guest Lawrenceg, April 10, 2007
    • 15 replies
    • 4.7k views
    • 
    • Tom Poje
    • April 17, 2007

23. Crediting Service On An Aggregate Basis

    By Guest caddieadmin, April 10, 2007
    • 10 replies
    • 3k views
    • 
    • wsp
    • April 12, 2007

24. 1099 R not issued

    By Guest riabaj, April 9, 2007
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • April 11, 2007

25. 415 limits and Collective Bargaining

    By Guest Rutager, April 9, 2007
    • 1 reply
    • 1.5k views
    • 
    • Jim Chad
    • April 11, 2007

26. 401k help - I'm new at this and my partner died last year

    By Guest CityGuySailing, April 8, 2007
    • 3 replies
    • 1.6k views
    • 
    • Kimberly S
    • April 9, 2007

27. Permissive Aggregation of ER Match

    By Guest Lauren K, April 6, 2007
    • 6 replies
    • 1.6k views
    • 
    • austin3515
    • April 9, 2007

28. Collectively Bargained Employees in Non-Union Prototype Plan

    By Guest andmik, April 4, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 4, 2007

29. Beneficiary Designations

    By Randy Watson, April 4, 2007
    • 19 replies
    • 3.6k views
    • 
    • Bob R
    • April 11, 2007

30. 401(k) Deferral Deposit Deadline - Self-Employed Individuals

    By Guest notapensiongeek, April 4, 2007
    • 2 replies
    • 2.4k views
    • 
    • Tom Poje
    • April 5, 2007

31. BRF test for merged plan

    By Guest SHC, April 4, 2007
    • 1 reply
    • 1.5k views
    • 
    • rlb64
    • April 6, 2007

32. Vesting Schedule for PPA Auto-Deferral Safe Harbor

    By Übernerd, April 4, 2007
    • 1 reply
    • 2k views
    • 
    • Bob R
    • April 9, 2007

33. Profit Sharing intended for 2005, but not yet made

    By John Feldt ERPA CPC QPA, April 4, 2007
    • 15 replies
    • 3.3k views
    • 
    • Mike Preston
    • April 5, 2007

34. Open Enrollment and New Match

    By Guest Lawrenceg, April 4, 2007
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • April 4, 2007

35. Minimum contribution

    By ombskid, April 4, 2007
    • 6 replies
    • 2k views
    • 
    • WDIK
    • April 5, 2007

36. Roth 401(k) protected from creditors?

    By Santo Gold, April 4, 2007
    • 3 replies
    • 1.7k views
    • 
    • masteff
    • April 4, 2007

37. Does time after termination (but receiving pay) count towards service hours

    By Guest Iwonder, April 4, 2007
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • April 4, 2007

38. Benefits, Rights and Features Issues

    By rlb64, April 3, 2007
    • 2 replies
    • 1.9k views
    • 
    • J Simmons
    • April 4, 2007

39. Potential pitfalls in opening 401k and freezing 403b

    By Guest kbett, April 3, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 3, 2007

40. Roth Distribution

    By Guest jetfaninmn, April 3, 2007
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • April 4, 2007

41. Company Stock Diversification

    By Guest Kristen B, April 3, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2007

42. Subsidiary's employees

    By Guest DSS, April 3, 2007
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • April 3, 2007

43. part-timers and eligibility

    By Guest ARSNASH, April 2, 2007
    • 4 replies
    • 2.9k views
    • 
    • J Simmons
    • April 3, 2007

44. Elapsed Time on a Plan Year Basis

    By Guest Mike401, April 2, 2007
    • 1 reply
    • 1.8k views
    • 
    • rcline46
    • April 2, 2007

45. Is A Training Period Included for Eligibility and Vesting Purposes?

    By rocknrolls2, April 2, 2007
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • April 2, 2007

46. Coverage/Non-discrim for Semi-Annual Match Allocation

    By Guest Monika Zimmer, March 30, 2007
    • 2 replies
    • 1.6k views
    • 
    • ak2ary
    • April 3, 2007

47. Associated Match w/ ADP Refund

    By fiona1, March 30, 2007
    • 0 replies
    • 1.8k views
    • 
    • fiona1
    • March 30, 2007

48. deduction limits for short taxable year

    By Guest ecleverdon, March 30, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 30, 2007

49. Immediate entry if hired by XX Date..

    By jkharvey, March 30, 2007
    • 2 replies
    • 1.4k views
    • 
    • PLAN MAN
    • March 31, 2007

50. Relius/Crystal Lables

    By austin3515, March 30, 2007
    • 9 replies
    • 1.5k views
    • 
    • Fredman
    • April 3, 2007