401(k) Plans

19,276 topics in this forum

1. Davis-Bacon credit for Matching Contribs

   By Guest dbvail, March 6, 2007
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • March 6, 2007

2. Vesting under Merged Plans

   By goldtpa, March 5, 2007
   • 1 reply
   • 1.2k views
   • 
   • goldtpa
   • March 6, 2007

3. roth 401k contributions

   By Santo Gold, March 6, 2007
   • 1 reply
   • 1.2k views
   • 
   • WDIK
   • March 6, 2007

4. Two plans better than one?

   By Guest Lawrenceg, March 6, 2007
   • 0 replies
   • 894 views
   • 
   • Guest
   • March 6, 2007

5. Canadian residents as participants in US 401(k) plan

   By lexi, March 6, 2007
   • 0 replies
   • 1.8k views
   • 
   • lexi
   • March 6, 2007

6. 401k Distributions for NON US Citizens living outside the US

   By Guest ahyland, March 5, 2007
   • 2 replies
   • 1.9k views
   • 
   • lexi
   • March 6, 2007

7. LLC Compensation and ADP ACP Tests

   By Guest Ted Kowalchuk, CFP, CFS,, March 5, 2007
   • 6 replies
   • 1.4k views
   • 
   • Mike Preston
   • March 6, 2007

8. Blackout Notice Failure and Market Loss

   By Guest Lawrenceg, March 5, 2007
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • March 5, 2007

9. Simple IRA Plans

   By Guest cconnell, March 5, 2007
   • 0 replies
   • 950 views
   • 
   • Guest
   • March 5, 2007

10. ACP

    By Guest 401knewbie, March 5, 2007
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • March 5, 2007

11. Loan Rollover to Multiple Employer Plan

    By Below Ground, March 5, 2007
    • 0 replies
    • 1.1k views
    • 
    • Below Ground
    • March 5, 2007

12. retain in-service withdrawal right for rollover?

    By Guest IRISH79, March 2, 2007
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 5, 2007

13. "on call" employees and determining hours of service

    By Guest MikeD, March 1, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 2, 2007

14. Top Heavy Aggregation

    By legort69, March 2, 2007
    • 0 replies
    • 872 views
    • 
    • legort69
    • March 2, 2007

15. Consequences of Disqualification

    By Guest PBJ, March 1, 2007
    • 2 replies
    • 1.7k views
    • 
    • Peter Gulia
    • March 2, 2007

16. prefunding of profit sharing

    By wsp, March 2, 2007
    • 3 replies
    • 2.7k views
    • 
    • Belgarath
    • March 2, 2007

17. ERISA Outline Book Qrtly Update

    By blue, March 1, 2007
    • 8 replies
    • 1.6k views
    • 
    • Don Levit
    • March 2, 2007

18. Loan 8 months behind in payments

    By Jim Chad, March 2, 2007
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • March 2, 2007

19. allocating forfeitures against safe harbor match

    By Guest Patkelley007, March 1, 2007
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2007

20. HELP - 415 compensation definition

    By PAL, March 2, 2007
    • 0 replies
    • 2.7k views
    • 
    • PAL
    • March 2, 2007

21. Filing for Determination Letter

    By Guest Thornton, March 1, 2007
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • March 1, 2007

22. Match in excess of formula and ACP Test

    By commishvp, March 1, 2007
    • 6 replies
    • 2.8k views
    • 
    • fiona1
    • March 1, 2007

23. Qualified Rollover

    By Guest caddieadmin, March 1, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 1, 2007

24. Excessive or unauthorized contributions

    By Guest jvanheyde, March 1, 2007
    • 1 reply
    • 1.6k views
    • 
    • rcline46
    • March 1, 2007

25. Changing ADP test from Prior to Current Year

    By Jed Macy, March 1, 2007
    • 1 reply
    • 2.7k views
    • 
    • Tom Poje
    • March 1, 2007

26. Deferral "logic" for HCE

    By SMB, February 28, 2007
    • 1 reply
    • 1.2k views
    • 
    • stephen
    • February 28, 2007

27. Earned Income

    By Guest Rutager, February 28, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 28, 2007

28. Safe harbor 3% and Comp while a participant

    By rfahey, February 23, 2007
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • February 28, 2007

29. FIRST PLAN YEAR IS SHORT.

    By Lori H, February 28, 2007
    • 1 reply
    • 984 views
    • 
    • WDIK
    • February 28, 2007

30. Control Group - LLC

    By Guest jetfaninmn, February 28, 2007
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • February 28, 2007

31. Unique requirements for vesting

    By Guest caddieadmin, February 16, 2007
    • 10 replies
    • 2.5k views
    • 
    • Guest
    • February 28, 2007

32. Ownership & Top Paid Group

    By CJS07, February 27, 2007
    • 2 replies
    • 1k views
    • 
    • WDIK
    • February 27, 2007

33. Limiting participation in Individually Directed Accounts within a 401(k)

    By Guest GoldenBear03, February 27, 2007
    • 1 reply
    • 1k views
    • 
    • WDIK
    • February 27, 2007

34. IRS Missing Participant Program

    By preErisa, February 27, 2007
    • 1 reply
    • 1k views
    • 
    • JanetM
    • February 27, 2007

35. LLC and owner contributions

    By Guest jetfaninmn, February 22, 2007
    • 6 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2007

36. Combination DB & DC Plans

    By Guest Gee Bee Fran, February 27, 2007
    • 1 reply
    • 949 views
    • 
    • John Feldt ERPA CPC QPA
    • February 27, 2007

37. PPA Question re: Default Investments

    By Guest GoldenBear03, February 27, 2007
    • 0 replies
    • 881 views
    • 
    • Guest
    • February 27, 2007

38. Distribution made directly from Employer and not trust

    By jkharvey, February 26, 2007
    • 7 replies
    • 1.4k views
    • 
    • austin3515
    • February 27, 2007

39. different eligibilty for EE groups in Safe harbor

    By Guest hyper, February 27, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 27, 2007

40. Beneficiary

    By Guest stevena1, February 26, 2007
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • February 27, 2007

41. Does a transfer of assets trigger a required minimum distribution

    By katieinny, February 26, 2007
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • February 27, 2007

42. QSLOB Question

    By Guest Bearlee, February 27, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 27, 2007

43. 1099R and Code P

    By Guest dave1957, February 24, 2007
    • 4 replies
    • 1.6k views
    • 
    • Disco Stu
    • February 26, 2007

44. Basic Eligibility Question

    By Guest caddieadmin, February 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • February 26, 2007

45. When does the employee become a participant/

    By Guest Tammy2006, February 26, 2007
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • February 26, 2007

46. Is a Top heavy contrib needed?

    By BG5150, February 19, 2007
    • 8 replies
    • 1.7k views
    • 
    • TPAnnie
    • February 25, 2007

47. Mix & Match Safe Harbor

    By Guest SusanE, February 23, 2007
    • 1 reply
    • 1.1k views
    • 
    • RCK
    • February 23, 2007

48. Corp Tax Deadline and PS Funding

    By Guest saotampa, February 23, 2007
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2007

49. Withholding & Distributions

    By Guest stevena1, February 20, 2007
    • 8 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • February 23, 2007

50. Is this employee counted in ADP test

    By jkharvey, February 22, 2007
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • February 22, 2007