401(k) Plans

19,275 topics in this forum

1. Rehired Rules

   By Jilliandiz, February 7, 2007
   • 3 replies
   • 2.2k views
   • 
   • Tom Poje
   • February 8, 2007

2. Form 5500 - wholly owned question

   By Guest planwizard, February 7, 2007
   • 0 replies
   • 926 views
   • 
   • Guest
   • February 7, 2007

3. Testing Failure 2005

   By Guest RIA, February 7, 2007
   • 1 reply
   • 1k views
   • 
   • Tom Poje
   • February 7, 2007

4. QNEC IN 2006

   By Guest geschaft, February 6, 2007
   • 1 reply
   • 1.2k views
   • 
   • austin3515
   • February 7, 2007

5. 401k after 701/2

   By ombskid, February 6, 2007
   • 2 replies
   • 2k views
   • 
   • ombskid
   • February 7, 2007

6. Benefit, Rights and Features Test

   By Guest 401kbee, February 6, 2007
   • 3 replies
   • 4.2k views
   • 
   • Tom Poje
   • February 7, 2007

7. RMD? age 75, non-owner, terminates 2006, r/o 2006

   By himt4, February 5, 2007
   • 14 replies
   • 3k views
   • 
   • jevd
   • February 5, 2007

8. Impermissible Rollover

   By DTH, February 5, 2007
   • 0 replies
   • 1.6k views
   • 
   • DTH
   • February 5, 2007

9. LLP

   By Guest Rutager, February 5, 2007
   • 1 reply
   • 1.2k views
   • 
   • BeckyMiller
   • February 20, 2007

10. Automatic Enrollment Problem

    By Below Ground, February 5, 2007
    • 3 replies
    • 1.7k views
    • 
    • 401_4_ever
    • February 7, 2007

11. Loan from Simple IRA rollover

    By Pension Panda, February 5, 2007
    • 0 replies
    • 957 views
    • 
    • Pension Panda
    • February 5, 2007

12. Non Resident Aliens WITH some US Income

    By Guest John Makarevich, February 4, 2007
    • 0 replies
    • 919 views
    • 
    • Guest
    • February 4, 2007

13. 401k fees

    By Guest Nico, February 3, 2007
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • February 5, 2007

14. 401k loan

    By Guest melrse, February 3, 2007
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 3, 2007

15. Conflict of Interest OR Exclusive Benefit Rule Violation?

    By Guest RIA, February 1, 2007
    • 4 replies
    • 2.3k views
    • 
    • TLGeer
    • February 4, 2007

16. Changing Safe Harbor Match Mid year

    By PMC, February 1, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 2, 2007

17. Maximum 402(g) limit and ADP

    By cathyw, February 1, 2007
    • 7 replies
    • 2.7k views
    • 
    • TLGeer
    • February 4, 2007

18. Roth 401(k) rollover to Roth 403(b)

    By Guest Brian0925, February 1, 2007
    • 0 replies
    • 896 views
    • 
    • Guest
    • February 1, 2007

19. 401k withdrawal limit

    By Guest robertcusick, February 1, 2007
    • 5 replies
    • 2k views
    • 
    • Belgarath
    • February 1, 2007

20. Maximizing annual additions via after-tax contributions

    By Santo Gold, February 1, 2007
    • 1 reply
    • 991 views
    • 
    • Jim Chad
    • February 1, 2007

21. So confused, should I do 401k or Roth ?

    By Guest spinspin31, February 1, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 1, 2007

22. Gateway minimum & excluded class of employees

    By Guest M. Martin, January 31, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 31, 2007

23. ADP Refunds

    By Jilliandiz, January 31, 2007
    • 3 replies
    • 2.4k views
    • 
    • pmacduff
    • February 1, 2007

24. Alternative Defined Contribution Plan Rule

    By Guest anne1, January 30, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 31, 2007

25. Participant Loan

    By MarZDoates, January 30, 2007
    • 3 replies
    • 1.1k views
    • 
    • MarZDoates
    • January 30, 2007

26. Affiliated Service Group Liabilities

    By Guest ERISAQUEEN, January 30, 2007
    • 0 replies
    • 915 views
    • 
    • Guest
    • January 30, 2007

27. Addding Match Option During The Plan Year

    By blue, January 30, 2007
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • January 31, 2007

28. Guam Plan

    By Guest skc, January 30, 2007
    • 5 replies
    • 2.3k views
    • 
    • JanetM
    • January 31, 2007

29. Non-Profit and/or foreigner as beneficiary?

    By CJS07, January 29, 2007
    • 0 replies
    • 1.2k views
    • 
    • CJS07
    • January 29, 2007

30. Vesting according to PPA

    By Guest cconnell, January 29, 2007
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 29, 2007

31. Trading Restrictions on Company Stock

    By RCK, January 29, 2007
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • January 30, 2007

32. Safe Harbor 415 Comp - Sub S Insurance

    By Guest DB&T, January 29, 2007
    • 0 replies
    • 868 views
    • 
    • Guest
    • January 29, 2007

33. Lease Employee Question

    By Guest DTromb, January 29, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 29, 2007

34. employee contributions and employer matching

    By Guest Wedge1, January 27, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 30, 2007

35. Can my 401(k) deny me from making Catch-up?

    By Guest Questioner, January 27, 2007
    • 11 replies
    • 2.4k views
    • 
    • Lame Duck
    • January 31, 2007

36. 10% penalty for early distribution

    By Guest mrjones, January 27, 2007
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • January 28, 2007

37. TOP HEAVY TERMED PLAN

    By Guest padmin, January 26, 2007
    • 1 reply
    • 1.2k views
    • 
    • himt4
    • January 26, 2007

38. Schedule Ps

    By Guest GordyK, January 26, 2007
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 26, 2007

39. Safe Harbor & Loans

    By CJS07, January 25, 2007
    • 1 reply
    • 1.2k views
    • 
    • Jim Chad
    • January 26, 2007

40. Controlled Group/Matching Contributions

    By Guest tsobel, January 25, 2007
    • 1 reply
    • 989 views
    • 
    • JanetM
    • January 25, 2007

41. Self Employed made deferrals /w no earnings

    By RobN, January 24, 2007
    • 4 replies
    • 1.4k views
    • 
    • Jim Chad
    • January 26, 2007

42. 1099R Issue

    By Guest Powers, January 24, 2007
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • January 24, 2007

43. IRS Audit

    By John Feldt ERPA CPC QPA, January 24, 2007
    • 8 replies
    • 2.7k views
    • 
    • John Feldt ERPA CPC QPA
    • April 25, 2007

44. PPA and QMACs in ADP Testing

    By Guest esaade, January 24, 2007
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 24, 2007

45. Correcting ACP with ADP Shift

    By Below Ground, January 24, 2007
    • 2 replies
    • 3.5k views
    • 
    • Below Ground
    • January 28, 2007

46. Top Heavy & 415

    By fiona1, January 23, 2007
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • January 23, 2007

47. Testing with a terminated participant

    By Guest slulla401k, January 23, 2007
    • 4 replies
    • 1.7k views
    • 
    • Below Ground
    • January 24, 2007

48. 401(K) Corrective Contribution and General Testing

    By Guest geschaft, January 23, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 23, 2007

49. Self employed 401K - IMPLICATIONS

    By Guest crr1210, January 22, 2007
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 23, 2007

50. Severance From Employment Question

    By Guest Grumpy456, January 22, 2007
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 22, 2007