401(k) Plans

19,502 topics in this forum

1. Top Heavy Requirements

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

2. Excess Deferral for 2006

   By Guest AJM 34, August 7, 2007
   • 4 replies
   • 1.4k views
   • 
   • Tom Poje
   • August 7, 2007

3. correction for failure to implement investment elections

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

4. Employer penalty tax for excess contributions and catch up

   By Guest phy401k, August 6, 2007
   • 1 reply
   • 1.2k views
   • 
   • WDIK
   • August 6, 2007

5. Failed ADP and 401(m) Coverage

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

6. 401(k) Funds To Fund A New C Corp

   By Guest scottyd, August 2, 2007
   • 8 replies
   • 3.7k views
   • 
   • John Feldt ERPA CPC QPA
   • August 6, 2007

7. Owner Only 401(k)

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

8. independent contractor/employee

   By k man, July 30, 2007
   • 16 replies
   • 3.3k views
   • 
   • k man
   • August 2, 2007

9. Catchup only 1 2

   By ombskid, April 30, 2007
   • 53 replies
   • 12k views
   • 
   • Kevin C
   • August 2, 2007

10. PPA Diversification

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

11. Implementing Salary Deferral Elections

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

12. In-Service distribution quandary

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

13. Compensation question

    By fiona1, July 31, 2007
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • July 31, 2007

14. Excluded or Not?

    By Jilliandiz, July 31, 2007
    • 4 replies
    • 1.5k views
    • 
    • Kimberly S
    • July 31, 2007

15. Federal Withholding

    By austin3515, July 28, 2007
    • 6 replies
    • 2.2k views
    • 
    • John Feldt ERPA CPC QPA
    • July 30, 2007

16. Election Forms

    By Guest cconnell, July 26, 2007
    • 4 replies
    • 1.6k views
    • 
    • BG5150
    • July 27, 2007

17. Roth 401(k) Logistics

    By Guest jgarber, July 26, 2007
    • 5 replies
    • 1.5k views
    • 
    • Bird
    • July 27, 2007

18. Opinion about a document providor

    By Guest fender5150, July 2, 2007
    • 34 replies
    • 6.8k views
    • 
    • Guest
    • July 26, 2007

19. Non-Spousal Rollover: IRA vs Qualified Plan

    By wsp, July 25, 2007
    • 3 replies
    • 2k views
    • 
    • wsp
    • July 26, 2007

20. Off-Calendar PYEs again

    By TPAnnie, July 25, 2007
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • July 26, 2007

21. In-Service Distributions?

    By Jilliandiz, July 24, 2007
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • July 25, 2007

22. Loan to plan terminee?

    By Guest Rachelw, July 23, 2007
    • 9 replies
    • 1.9k views
    • 
    • Mike Preston
    • July 24, 2007

23. Bankruptcy qualify for hardship withdrawal?

    By Guest jusducki, July 24, 2007
    • 2 replies
    • 4.4k views
    • 
    • 401_4_ever
    • July 24, 2007

24. Safe Harbor Non-Elective

    By Jilliandiz, July 24, 2007
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • July 24, 2007

25. allocating forfeitures

    By k man, July 23, 2007
    • 2 replies
    • 1.4k views
    • 
    • four01kman
    • July 23, 2007

26. Annual Document Maintenance

    By Guest fender5150, July 21, 2007
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • July 23, 2007

27. Should I cash out a small 401K?

    By Guest mcdonam, July 17, 2007
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • July 20, 2007

28. Distributable Event

    By Guest Thornton, July 19, 2007
    • 5 replies
    • 3k views
    • 
    • jpod
    • July 20, 2007

29. Operational Failures

    By Nassau, July 20, 2007
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 20, 2007

30. EPCRS

    By Nassau, July 20, 2007
    • 0 replies
    • 1.3k views
    • 
    • Nassau
    • July 20, 2007

31. Removal of Spousal Consent

    By Guest Julie, July 19, 2007
    • 3 replies
    • 2.4k views
    • 
    • austin3515
    • July 20, 2007

32. Deduction of Late Safe Harbor Contribution

    By JButtrick, July 19, 2007
    • 5 replies
    • 2.7k views
    • 
    • Tom Poje
    • July 19, 2007

33. Sole Prop 401(k) Deferral & Pension Comp

    By flosfur, July 17, 2007
    • 2 replies
    • 1.4k views
    • 
    • Lori Friedman
    • July 19, 2007

34. Plan spin-off - full vesting possible?

    By Guest Troy S., July 18, 2007
    • 3 replies
    • 2k views
    • 
    • JanetM
    • July 18, 2007

35. 401(k) Plan Annual Audit

    By oriecat, July 16, 2007
    • 10 replies
    • 7k views
    • 
    • Guest
    • July 18, 2007

36. Discrimination testing

    By Guest fender5150, July 14, 2007
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • July 18, 2007

37. Proving Guardian IS Guardian

    By austin3515, July 18, 2007
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • July 18, 2007

38. Fully Benefit Responsive

    By dmb, July 17, 2007
    • 1 reply
    • 22.4k views
    • 
    • JanetM
    • July 17, 2007

39. VCP

    By Guest cconnell, July 16, 2007
    • 1 reply
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • July 17, 2007

40. Withholding on nonqualified Roth distributions

    By Guest mickiemurphy, July 16, 2007
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 16, 2007

41. Excluding Commissioned Employee

    By Guest BuffaloT, July 16, 2007
    • 2 replies
    • 1.7k views
    • 
    • Leopurrd
    • July 16, 2007

42. Mandatory W/Holding States

    By austin3515, July 16, 2007
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 16, 2007

43. Top Heavy Key is NRA

    By Guest Lawrenceg, July 16, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 16, 2007

44. Puerto Rican Retirement Plan

    By Guest Thornton, May 29, 2007
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • July 16, 2007

45. SS Integration - Q'ly Statements

    By austin3515, July 5, 2007
    • 29 replies
    • 4.6k views
    • 
    • austin3515
    • July 16, 2007

46. 415 Limits & Catchup Contributions

    By MBCarey, July 13, 2007
    • 2 replies
    • 6.6k views
    • 
    • TLGeer
    • July 15, 2007

47. QACA plans and Roth

    By Kimberly S, July 12, 2007
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • July 14, 2007

48. Deferrals from LLC Members

    By Guest saotampa, July 13, 2007
    • 7 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • July 13, 2007

49. ADP Refunds / Total vs PD

    By fiona1, July 9, 2007
    • 12 replies
    • 2.9k views
    • 
    • Guest
    • July 12, 2007

50. Definition of Compensation

    By Jilliandiz, July 12, 2007
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • July 12, 2007