401(k) Plans

19,320 topics in this forum

1. Top Heavy - 401k deferrals only

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

2. 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

3. 501(c)(6) Organizations

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

4. 401(k) Plan - Uncashed Checks and Missing Participants

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

5. Retroactive 2006 match amendment?

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

6. 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

7. 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

8. HCE threshold 1 2 3

   By Guest non-tax pro, March 23, 2006
   • 115 replies
   • 31.7k views
   • 
   • Mike Preston
   • March 28, 2007

9. 401(k) assets

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

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

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

11. PPA/Distribution Notices

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

12. Tax Credit, New Plan

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

13. IRA withdrawal by mistake

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

14. 1.410(b)-7(c)(1)

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

15. Overly generous employer

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

16. 401k loan default

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

17. Employee Excluded from Deferrals

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

18. Elective Deferrals Never Made

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

19. Noncalendar year Plan

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

20. Graduated Matching Formula

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

21. SAS 70 Audits and the Healthcare/Benefits Industry

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

22. QNEC's

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

23. Employment contract vs Discretionary

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

24. 401(k) Match Reduction

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

25. Removing Life Insurance

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

26. deferring on severence pay

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

27. IRA Rollover into a qualified plan

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

28. automatic enrollment

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

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

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

30. Catchup in TH Plan

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

31. 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

32. 401k Loans Primary Residence

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

33. Reducing Safe Harbor Match

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

34. 2005 Safe Harbor Contribution not made

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

35. Eligibility for rehired employees

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

36. Amendment to add otherwise ineligible participant

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

37. more prior year testing ?...

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

38. Auto enroll

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

39. 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

40. Shifting deferrals to the ACP / 2 different plans

    By fiona1, March 14, 2007
    • 7 replies
    • 1.9k views
    • 
    • fiona1
    • March 19, 2007

41. Employer Stock and 404(c)

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

42. Employee Classification and Crediting Prior Service

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

43. Employee Nonqualified Deferral Election

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

44. Going from Simple to 401(k) plan

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

45. New loan allowed by IRS lien?

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

46. Discretionary Match Issue

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

47. Missed Deferral and Match

    By Guest 401knewbie, March 14, 2007
    • 4 replies
    • 1.5k views
    • 
    • Jim Chad
    • March 15, 2007

48. 401k safe harbor

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

49. Plan Fees

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

50. Mutliple Employer 401(k) Plan Advantages

    By Guest STP20004, March 14, 2007
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • March 15, 2007