401(k) Plans

19,294 topics in this forum

1. SH Match - Company Sold

   By Guest saotampa, May 1, 2007
   • 1 reply
   • 1.2k views
   • 
   • WDIK
   • May 3, 2007

2. Permissible Withdrawals and Compliance Testing Impact

   By Jean, May 3, 2007
   • 0 replies
   • 1.4k views
   • 
   • Jean
   • May 3, 2007

3. ADP Test and Allocable Earnings

   By Guest AJM 34, May 2, 2007
   • 1 reply
   • 1.8k views
   • 
   • Tom Poje
   • May 3, 2007

4. ADP refunds and 401(g) refunds

   By Guest DWH, May 2, 2007
   • 1 reply
   • 1.9k views
   • 
   • Tom Poje
   • May 3, 2007

5. Multiple Employer Plan and 401k Safe Harbor

   By J Simmons, February 13, 2007
   • 6 replies
   • 4.5k views
   • 
   • Guest
   • May 2, 2007

6. Roth Contributions

   By Guest IRISH79, May 1, 2007
   • 2 replies
   • 1.1k views
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   • Steelerfan
   • May 2, 2007

7. Multiple Employer 401(k) Plans

   By Guest Jim K, May 2, 2007
   • 0 replies
   • 965 views
   • 
   • Guest
   • May 2, 2007

8. I might be working for a government agency soon...should I put my 401(k) in 457 or 401(a)

   By Guest GoGoLucky, April 27, 2007
   • 1 reply
   • 1k views
   • 
   • masteff
   • May 1, 2007

9. "mistaken contribution" (sort of"

   By benpat3, April 26, 2007
   • 1 reply
   • 1.6k views
   • 
   • masteff
   • May 1, 2007

10. Switching from basic to enhanced match

    By Santo Gold, May 1, 2007
    • 4 replies
    • 1.9k views
    • 
    • Kevin C
    • May 1, 2007

11. 401(k) deferrals - double deduction or not

    By Guest 401kbee, April 12, 2007
    • 49 replies
    • 16.3k views
    • 
    • Steelerfan
    • May 1, 2007

12. Interest on Late Deferrals

    By Below Ground, April 27, 2007
    • 3 replies
    • 1.6k views
    • 
    • Below Ground
    • April 30, 2007

13. Safe Harbor QNEC not made for HCE

    By TPA Bob, April 27, 2007
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • April 30, 2007

14. Failure to Make SH Contributions

    By Guest rmyoung, April 27, 2007
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • April 27, 2007

15. Life Insurance Agent, a 401(k) Plan and Statutory Employee

    By CTipper, April 25, 2007
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • April 26, 2007

16. IRS Audit

    By John Feldt ERPA CPC QPA, January 24, 2007
    • 8 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • April 25, 2007

17. Hardship Suspensions

    By Guest kmathis, April 24, 2007
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • April 24, 2007

18. ADP testing was incorrect

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

19. Timing of profit sharing contributions in solo 401(k)

    By Guest helpmyretirement, April 24, 2007
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • April 24, 2007

20. FMLA

    By austin3515, April 23, 2007
    • 5 replies
    • 5.1k views
    • 
    • JanetM
    • April 23, 2007

21. Top paid group election

    By Earl, April 21, 2007
    • 1 reply
    • 2k views
    • 
    • austin3515
    • April 22, 2007

22. Foreign Trustee?

    By Guest padmin, April 19, 2007
    • 2 replies
    • 6.2k views
    • 
    • Peter Gulia
    • April 21, 2007

23. Prefunded Match

    By wsp, April 20, 2007
    • 1 reply
    • 1.2k views
    • 
    • 401_4_ever
    • April 20, 2007

24. Vesting Amendment

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

25. Loans and Plan Termination

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

26. Vesting

    By Guest CathyS, April 19, 2007
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • April 19, 2007

27. LLC-sponsored 401(k) plan

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

28. ADP testing and a Terminated Participant

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

29. Real Estate Investments

    By Guest jetfaninmn, April 18, 2007
    • 2 replies
    • 1.1k views
    • 
    • masteff
    • April 18, 2007

30. Distributions based on non-compete clause

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

31. Individual Annuities

    By Guest Thornton, April 17, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 17, 2007

32. Failure to make refunds - how to correct?

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

33. New Comp Profit Sharing As QNEC

    By Guest Lawrenceg, April 10, 2007
    • 15 replies
    • 4.6k views
    • 
    • Tom Poje
    • April 17, 2007

34. State-mandated pension contributions

    By lexi, March 21, 2007
    • 4 replies
    • 1.6k views
    • 
    • masteff
    • April 16, 2007

35. 401k vs 401a Newbie Question

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

36. HCE Counts for testing

    By Guest enough, April 14, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 14, 2007

37. Highly Compensated Employee (HCE)

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

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

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

39. Money Purchase Pension Plan

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

40. U.S. Virgin Islands

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

41. 401K Deferral Deducted in Error

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

42. HCE and Current Year Testing Method

    By Guest think2much, December 12, 2006
    • 4 replies
    • 3k views
    • 
    • Tom Poje
    • April 13, 2007

43. Crediting Service On An Aggregate Basis

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

44. Contribution of treasury stock

    By lexi, April 12, 2007
    • 1 reply
    • 2.4k views
    • 
    • BeckyMiller
    • April 12, 2007

45. 415 limits and Collective Bargaining

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

46. 1099 R not issued

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

47. Beneficiary Designations

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

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

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

49. s-corp bank stock in 401k

    By Guest padmin, March 20, 2007
    • 2 replies
    • 2.7k views
    • 
    • BeckyMiller
    • April 9, 2007

50. 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