401(k) Plans

19,490 topics in this forum

1. ACP Testing: Union Plan With After-Tax Provision

   By Guest m2b2, August 29, 2007
   • 1 reply
   • 2.4k views
   • 
   • Guest
   • August 30, 2007

2. Successor Sponsor?

   By Guest djn, August 29, 2007
   • 3 replies
   • 1.7k views
   • 
   • J2D2
   • August 29, 2007

3. Stock Sale

   By Guest Nini, August 29, 2007
   • 1 reply
   • 1.4k views
   • 
   • austin3515
   • August 29, 2007

4. Plan Start Date

   By Jilliandiz, August 29, 2007
   • 2 replies
   • 1.5k views
   • 
   • austin3515
   • August 29, 2007

5. Delaware Series LLC

   By Guest willow100, August 28, 2007
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • August 28, 2007

6. 2007 limit

   By doombuggy, August 27, 2007
   • 3 replies
   • 1.3k views
   • 
   • doombuggy
   • August 28, 2007

7. Is this 401(k) match discriminatory?

   By Guest jc1457, August 27, 2007
   • 2 replies
   • 1.5k views
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   • austin3515
   • August 27, 2007

8. I need help from a CPA - with qualified plan experience!

   By Guest 4Kicks, August 24, 2007
   • 18 replies
   • 2.8k views
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   • austin3515
   • August 27, 2007

9. Trust to Trust transfer delay correction

   By Guest hyper, August 27, 2007
   • 1 reply
   • 2.1k views
   • 
   • QDROphile
   • August 27, 2007

10. Withholding on Roth distrib under $200

    By dcoderre, August 26, 2007
    • 0 replies
    • 1.7k views
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    • dcoderre
    • August 26, 2007

11. IRAs into 401k

    By Guest stevena1, August 24, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 24, 2007

12. Two divisions and ADP/ACP testing

    By buckaroo, August 23, 2007
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • August 24, 2007

13. Recordkeeper Error - is my company on the hook?

    By Guest Wappaus, August 16, 2007
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • August 22, 2007

14. Immediate plan entry & age limit

    By Guest lindamichals, August 22, 2007
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • August 22, 2007

15. Can we talk about the "triple stacked match" plan again?

    By SteveH, August 22, 2007
    • 5 replies
    • 6.1k views
    • 
    • John Feldt ERPA CPC QPA
    • August 22, 2007

16. Electing out of Auto Enrollment

    By Guest carolina, August 21, 2007
    • 7 replies
    • 2k views
    • 
    • Guest
    • August 22, 2007

17. Designated Roth Accounts

    By Felicia, August 21, 2007
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • August 22, 2007

18. 401(k) plans and long term care

    By davef, August 20, 2007
    • 0 replies
    • 1.1k views
    • 
    • davef
    • August 20, 2007

19. Late Defferals service provider liability

    By k man, August 16, 2007
    • 1 reply
    • 1.3k views
    • 
    • Peter Gulia
    • August 20, 2007

20. K-1 comp

    By Lori H, August 17, 2007
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • August 18, 2007

21. "separation from employment"/"severance of employment"

    By lexi, August 18, 2007
    • 0 replies
    • 1.5k views
    • 
    • lexi
    • August 18, 2007

22. Safe Harbor 401(k) Plan

    By John Feldt ERPA CPC QPA, May 31, 2007
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • August 17, 2007

23. Sch. A - Fair value or Contract Value

    By austin3515, August 15, 2007
    • 9 replies
    • 5.7k views
    • 
    • JanetM
    • August 17, 2007

24. 401(k) Deposit Timing

    By Medusa, August 15, 2007
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • August 17, 2007

25. Nonspouse Beneficiaries - Automatic Rollover Inapplicable

    By rocknrolls2, August 15, 2007
    • 2 replies
    • 1.9k views
    • 
    • rlb64
    • August 16, 2007

26. Added a Roth and forgot to tell anyone

    By Guest erisamelissa, August 14, 2007
    • 9 replies
    • 2.4k views
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    • jpod
    • August 16, 2007

27. Leased employees

    By Guest Pat Metallic, August 14, 2007
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • August 15, 2007

28. Is employer/plan sponsor required to permit deferrals past age 70.5

    By Guest kprhok, August 14, 2007
    • 4 replies
    • 1.9k views
    • 
    • Belgarath
    • August 14, 2007

29. Safe Harbor Plans - True Up

    By Guest Becki625, August 13, 2007
    • 7 replies
    • 4.1k views
    • 
    • QDROphile
    • August 14, 2007

30. Ratio Percentage Test

    By Guest AJM 34, August 13, 2007
    • 4 replies
    • 5.8k views
    • 
    • Tom Poje
    • August 14, 2007

31. Excess Contribution and ADP Testing

    By Guest AJM 34, August 3, 2007
    • 7 replies
    • 3.1k views
    • 
    • Tom Poje
    • August 13, 2007

32. Plan Sponsor Question re late deposit of deferrals

    By Guest MaryMac, August 7, 2007
    • 8 replies
    • 1.8k views
    • 
    • austin3515
    • August 13, 2007

33. Do I qualify for NUA?

    By Guest Steve Richards, July 31, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 11, 2007

34. ADP or 415 Correction

    By Guest saotampa, August 10, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • August 10, 2007

35. 401k plan loan interest

    By Guest fender5150, August 2, 2007
    • 7 replies
    • 2.6k views
    • 
    • masteff
    • August 10, 2007

36. Timing of Safe-Harbor Notice for amended plan

    By Guest PCS Inc, August 8, 2007
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • August 9, 2007

37. Signing Form 5500 - just curious!

    By Brenda Wren, August 8, 2007
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • August 9, 2007

38. Prohibited Transaction or Arms Length Transaction

    By Guest ellah, August 8, 2007
    • 5 replies
    • 1.7k views
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    • jpod
    • August 8, 2007

39. Top Heavy Requirements

    By Guest Toni Jo, August 8, 2007
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • August 8, 2007

40. Excess Deferral for 2006

    By Guest AJM 34, August 7, 2007
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 7, 2007

41. correction for failure to implement investment elections

    By k man, August 3, 2007
    • 1 reply
    • 1.4k views
    • 
    • Jim Chad
    • August 7, 2007

42. Employer penalty tax for excess contributions and catch up

    By Guest phy401k, August 6, 2007
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • August 6, 2007

43. Failed ADP and 401(m) Coverage

    By Guest Lawrenceg, August 6, 2007
    • 2 replies
    • 1.2k views
    • 
    • PLAN MAN
    • August 6, 2007

44. 401(k) Funds To Fund A New C Corp

    By Guest scottyd, August 2, 2007
    • 8 replies
    • 3.6k views
    • 
    • John Feldt ERPA CPC QPA
    • August 6, 2007

45. Owner Only 401(k)

    By PMC, August 2, 2007
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • August 2, 2007

46. independent contractor/employee

    By k man, July 30, 2007
    • 16 replies
    • 3.2k views
    • 
    • k man
    • August 2, 2007

47. Catchup only 1 2

    By ombskid, April 30, 2007
    • 53 replies
    • 11.7k views
    • 
    • Kevin C
    • August 2, 2007

48. PPA Diversification

    By Randy Watson, August 1, 2007
    • 2 replies
    • 1.4k views
    • 
    • Randy Watson
    • August 1, 2007

49. Implementing Salary Deferral Elections

    By Guest TPAStacey, August 1, 2007
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • August 1, 2007

50. In-Service distribution quandary

    By Kimberly S, August 1, 2007
    • 1 reply
    • 1.3k views
    • 
    • jpod
    • August 1, 2007