401(k) Plans

19,389 topics in this forum

1. Minimum contribution

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

2. 401(k) Deferral Deposit Deadline - Self-Employed Individuals

   By Guest notapensiongeek, April 4, 2007
   • 2 replies
   • 2.5k views
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   • Tom Poje
   • April 5, 2007

3. Roth 401(k) protected from creditors?

   By Santo Gold, April 4, 2007
   • 3 replies
   • 1.7k views
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   • masteff
   • April 4, 2007

4. Collectively Bargained Employees in Non-Union Prototype Plan

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

5. Does time after termination (but receiving pay) count towards service hours

   By Guest Iwonder, April 4, 2007
   • 4 replies
   • 1.4k views
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   • david rigby
   • April 4, 2007

6. Open Enrollment and New Match

   By Guest Lawrenceg, April 4, 2007
   • 1 reply
   • 1.1k views
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   • J Simmons
   • April 4, 2007

7. Benefits, Rights and Features Issues

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

8. Roth Distribution

   By Guest jetfaninmn, April 3, 2007
   • 1 reply
   • 1.1k views
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   • Jim Chad
   • April 4, 2007

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

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

10. part-timers and eligibility

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

11. Subsidiary's employees

    By Guest DSS, April 3, 2007
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • April 3, 2007

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

    By Guest kbett, April 3, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 3, 2007

13. Relius/Crystal Lables

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

14. Company Stock Diversification

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

15. Elapsed Time on a Plan Year Basis

    By Guest Mike401, April 2, 2007
    • 1 reply
    • 1.9k views
    • 
    • rcline46
    • April 2, 2007

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

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

17. Immediate entry if hired by XX Date..

    By jkharvey, March 30, 2007
    • 2 replies
    • 1.5k views
    • 
    • PLAN MAN
    • March 31, 2007

18. Associated Match w/ ADP Refund

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

19. deduction limits for short taxable year

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

20. Top Heavy - 401k deferrals only

    By four01kman, March 29, 2007
    • 5 replies
    • 3.4k views
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    • austin3515
    • March 29, 2007

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

    By John Feldt ERPA CPC QPA, March 23, 2007
    • 19 replies
    • 4.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 29, 2007

22. 501(c)(6) Organizations

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

23. 401(k) Plan - Uncashed Checks and Missing Participants

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

24. Retroactive 2006 match amendment?

    By Guest FAQ, March 27, 2007
    • 2 replies
    • 1.7k views
    • 
    • namealreadyinuse
    • March 29, 2007

25. 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

26. 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

27. HCE threshold 1 2 3

    By Guest non-tax pro, March 23, 2006
    • 115 replies
    • 32.2k views
    • 
    • Mike Preston
    • March 28, 2007

28. 401(k) assets

    By lexi, March 28, 2007
    • 2 replies
    • 1.6k views
    • 
    • Peter Gulia
    • March 28, 2007

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

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

30. PPA/Distribution Notices

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

31. Tax Credit, New Plan

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

32. IRA withdrawal by mistake

    By Guest riabaj, March 16, 2007
    • 7 replies
    • 4.1k views
    • 
    • Appleby
    • March 27, 2007

33. 1.410(b)-7(c)(1)

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

34. Overly generous employer

    By Santo Gold, March 23, 2007
    • 9 replies
    • 2.9k views
    • 
    • david rigby
    • March 27, 2007

35. 401k loan default

    By Guest hsocwarren, March 26, 2007
    • 4 replies
    • 5.3k views
    • 
    • rcline46
    • March 26, 2007

36. Employee Excluded from Deferrals

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

37. Elective Deferrals Never Made

    By Randy Watson, March 21, 2007
    • 11 replies
    • 5.1k views
    • 
    • masteff
    • March 26, 2007

38. Noncalendar year Plan

    By Guest RJF, May 22, 2006
    • 37 replies
    • 8.3k views
    • 
    • Mike Preston
    • March 26, 2007

39. Graduated Matching Formula

    By TPA Bob, March 23, 2007
    • 7 replies
    • 1.5k views
    • 
    • TPA Bob
    • March 26, 2007

40. SAS 70 Audits and the Healthcare/Benefits Industry

    By Guest SAS70Auditor, March 25, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 25, 2007

41. QNEC's

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

42. Employment contract vs Discretionary

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

43. 401(k) Match Reduction

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

44. Removing Life Insurance

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

45. deferring on severence pay

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

46. IRA Rollover into a qualified plan

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

47. automatic enrollment

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

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

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

49. Catchup in TH Plan

    By ombskid, March 21, 2007
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • March 21, 2007

50. 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