401(k) Plans

19,294 topics in this forum

1. Permissive Aggregation of ER Match

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

2. Vesting Schedule for PPA Auto-Deferral Safe Harbor

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

3. Different eligibility for deferrals and safe harbor match

   By commishvp, July 28, 2006
   • 2 replies
   • 3k views
   • 
   • Guest
   • April 7, 2007

4. BRF test for merged plan

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

5. 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

6. Minimum contribution

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

7. 401(k) Deferral Deposit Deadline - Self-Employed Individuals

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

8. Roth 401(k) protected from creditors?

   By Santo Gold, April 4, 2007
   • 3 replies
   • 1.6k views
   • 
   • masteff
   • April 4, 2007

9. Collectively Bargained Employees in Non-Union Prototype Plan

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

10. 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

11. Open Enrollment and New Match

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

12. Benefits, Rights and Features Issues

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

13. Roth Distribution

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

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

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

15. part-timers and eligibility

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

16. Subsidiary's employees

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

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

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

18. Relius/Crystal Lables

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

19. Company Stock Diversification

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

20. Elapsed Time on a Plan Year Basis

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

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

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

22. Immediate entry if hired by XX Date..

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

23. Associated Match w/ ADP Refund

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

24. deduction limits for short taxable year

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

25. Top Heavy - 401k deferrals only

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

26. 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

27. 501(c)(6) Organizations

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

28. 401(k) Plan - Uncashed Checks and Missing Participants

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

29. Retroactive 2006 match amendment?

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

30. 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

31. 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

32. HCE threshold 1 2 3

    By Guest non-tax pro, March 23, 2006
    • 115 replies
    • 31.5k views
    • 
    • Mike Preston
    • March 28, 2007

33. 401(k) assets

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

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

    By Guest IRISH79, March 28, 2007
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • March 28, 2007

35. PPA/Distribution Notices

    By austin3515, January 12, 2007
    • 3 replies
    • 1.9k views
    • 
    • blue
    • March 28, 2007

36. Tax Credit, New Plan

    By Guest m.n.ouellette, March 28, 2007
    • 2 replies
    • 1.4k views
    • 
    • Jim Chad
    • March 28, 2007

37. IRA withdrawal by mistake

    By Guest riabaj, March 16, 2007
    • 7 replies
    • 3.6k views
    • 
    • Appleby
    • March 27, 2007

38. 1.410(b)-7(c)(1)

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

39. Overly generous employer

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

40. 401k loan default

    By Guest hsocwarren, March 26, 2007
    • 4 replies
    • 4.7k views
    • 
    • rcline46
    • March 26, 2007

41. Employee Excluded from Deferrals

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

42. Elective Deferrals Never Made

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

43. Noncalendar year Plan

    By Guest RJF, May 22, 2006
    • 37 replies
    • 8.2k views
    • 
    • Mike Preston
    • March 26, 2007

44. Graduated Matching Formula

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

45. SAS 70 Audits and the Healthcare/Benefits Industry

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

46. QNEC's

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

47. Employment contract vs Discretionary

    By Guest EllenD, March 22, 2007
    • 9 replies
    • 2.1k views
    • 
    • JanetM
    • March 22, 2007

48. 401(k) Match Reduction

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

49. Removing Life Insurance

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

50. deferring on severence pay

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