401(k) Plans

19,321 topics in this forum

1. 501(c)(6) Organizations

   By DTH, March 29, 2007
   • 2 replies
   • 2.3k views
   • 
   • J Simmons
   • March 29, 2007

2. Top Heavy - 401k deferrals only

   By four01kman, March 29, 2007
   • 5 replies
   • 3.3k views
   • 
   • austin3515
   • March 29, 2007

3. 401(k) Plan - Uncashed Checks and Missing Participants

   By rocknrolls2, March 29, 2007
   • 1 reply
   • 2.4k views
   • 
   • WDIK
   • March 29, 2007

4. Plan Termination Account Balances Greater Than $5,000

   By Guest IRISH79, March 28, 2007
   • 1 reply
   • 1.6k views
   • 
   • WDIK
   • March 28, 2007

5. Tax Credit, New Plan

   By Guest m.n.ouellette, March 28, 2007
   • 2 replies
   • 1.5k views
   • 
   • Jim Chad
   • March 28, 2007

6. 401(k) assets

   By lexi, March 28, 2007
   • 2 replies
   • 1.5k views
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   • Peter Gulia
   • March 28, 2007

7. Roth 401(k) with no s/e income

   By Guest Sayles, March 28, 2007
   • 1 reply
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • March 29, 2007

8. 1.410(b)-7(c)(1)

   By lexi, March 27, 2007
   • 1 reply
   • 1.6k views
   • 
   • Mike Preston
   • March 27, 2007

9. Retroactive 2006 match amendment?

   By Guest FAQ, March 27, 2007
   • 2 replies
   • 1.6k views
   • 
   • namealreadyinuse
   • March 29, 2007

10. After tax(not Roth) go against deferral limits?

    By Lori H, March 26, 2007
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 29, 2007

11. 401k loan default

    By Guest hsocwarren, March 26, 2007
    • 4 replies
    • 4.9k views
    • 
    • rcline46
    • March 26, 2007

12. Affiliated Service Group

    By Guest johnpetrancosta, March 26, 2007
    • 4 replies
    • 3k views
    • 
    • atypicalguy
    • July 10, 2019

13. SAS 70 Audits and the Healthcare/Benefits Industry

    By Guest SAS70Auditor, March 25, 2007
    • 0 replies
    • 999 views
    • 
    • Guest
    • March 25, 2007

14. Overly generous employer

    By Santo Gold, March 23, 2007
    • 9 replies
    • 2.8k views
    • 
    • david rigby
    • March 27, 2007

15. Graduated Matching Formula

    By TPA Bob, March 23, 2007
    • 7 replies
    • 1.4k views
    • 
    • TPA Bob
    • March 26, 2007

16. Eligible for deferrals now, want to exclude in future

    By John Feldt ERPA CPC QPA, March 23, 2007
    • 19 replies
    • 4.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 29, 2007

17. Employee Excluded from Deferrals

    By Guest Patkelley007, March 23, 2007
    • 2 replies
    • 1.8k views
    • 
    • masteff
    • March 26, 2007

18. IRA Rollover into a qualified plan

    By Pension Panda, March 22, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • March 22, 2007

19. automatic enrollment

    By k man, March 22, 2007
    • 0 replies
    • 1.1k views
    • 
    • k man
    • March 22, 2007

20. multiple employer plan

    By Guest George Chimento, March 22, 2007
    • 3 replies
    • 2.9k views
    • 
    • spartytax
    • April 28, 2016

21. Employment contract vs Discretionary

    By Guest EllenD, March 22, 2007
    • 9 replies
    • 2.2k views
    • 
    • JanetM
    • March 22, 2007

22. Elective Deferrals Never Made

    By Randy Watson, March 21, 2007
    • 11 replies
    • 5k views
    • 
    • masteff
    • March 26, 2007

23. deferring on severence pay

    By Guest SueM382, March 21, 2007
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • March 22, 2007

24. Catchup in TH Plan

    By ombskid, March 21, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 21, 2007

25. 401(k) Plan with Calendar Limitation Year and Fiscal Plan Year

    By Guest geschaft, March 21, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 21, 2007

26. Eligibility for rehired employees

    By Guest aquarius, March 21, 2007
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 21, 2007

27. State-mandated pension contributions

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

28. Removing Life Insurance

    By Guest anne1, March 21, 2007
    • 1 reply
    • 1.6k views
    • 
    • Locust
    • March 22, 2007

29. 401k Loans Primary Residence

    By PainPA, March 21, 2007
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • March 21, 2007

30. 401(k) Match Reduction

    By Guest IraSue, March 20, 2007
    • 8 replies
    • 2k views
    • 
    • JanetM
    • March 22, 2007

31. Reducing Safe Harbor Match

    By Guest Twinky, March 20, 2007
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 21, 2007

32. 2005 Safe Harbor Contribution not made

    By Guest Twinky, March 20, 2007
    • 2 replies
    • 1k views
    • 
    • Guest
    • March 21, 2007

33. Amending/Restating to a Simple 401(k)

    By Guest MRK, March 20, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 22, 2007

34. s-corp bank stock in 401k

    By Guest padmin, March 20, 2007
    • 2 replies
    • 2.8k views
    • 
    • BeckyMiller
    • April 9, 2007

35. Top Heavy 401k - initial Plan Year

    By Bruddah Kimo, March 19, 2007
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • March 20, 2007

36. Amendment to add otherwise ineligible participant

    By Guest Powers, March 19, 2007
    • 16 replies
    • 3.5k views
    • 
    • austin3515
    • March 21, 2007

37. QNEC's

    By Guest caddieadmin, March 19, 2007
    • 2 replies
    • 1.2k views
    • 
    • BG5150
    • March 23, 2007

38. Employee Classification and Crediting Prior Service

    By Guest caddieadmin, March 18, 2007
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • March 18, 2007

39. IRA withdrawal by mistake

    By Guest riabaj, March 16, 2007
    • 7 replies
    • 3.7k views
    • 
    • Appleby
    • March 27, 2007

40. more prior year testing ?...

    By pmacduff, March 16, 2007
    • 9 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • March 20, 2007

41. Employee Nonqualified Deferral Election

    By rocknrolls2, March 16, 2007
    • 3 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 16, 2007

42. Going from Simple to 401(k) plan

    By Guest CathyS, March 16, 2007
    • 2 replies
    • 1.1k views
    • 
    • Archimage
    • March 16, 2007

43. New loan allowed by IRS lien?

    By AlbanyConsultant, March 16, 2007
    • 1 reply
    • 1.3k views
    • 
    • Jim Chad
    • March 16, 2007

44. Auto enroll

    By rlb64, March 16, 2007
    • 4 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 20, 2007

45. Employer Stock and 404(c)

    By Guest IRISH79, March 15, 2007
    • 1 reply
    • 1.3k views
    • 
    • k man
    • March 19, 2007

46. 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

47. Plan Fees

    By Guest Kim Daughrty, March 15, 2007
    • 3 replies
    • 1.1k views
    • 
    • austin3515
    • March 15, 2007

48. 401k safe harbor

    By Guest kbett, March 15, 2007
    • 4 replies
    • 1.2k views
    • 
    • stephen
    • March 15, 2007

49. Discretionary Match Issue

    By Guest CathyS, March 15, 2007
    • 3 replies
    • 1.3k views
    • 
    • Kimberly S
    • March 16, 2007

50. Company Stock post-sale

    By Guest NewsToMe, March 15, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 15, 2007