401(k) Plans

19,294 topics in this forum

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

   By Guest GoldenBear03, February 27, 2007
   • 1 reply
   • 1.1k views
   • 
   • WDIK
   • February 27, 2007

2. IRS Missing Participant Program

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

3. LLC and owner contributions

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

4. Combination DB & DC Plans

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

5. PPA Question re: Default Investments

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

6. Distribution made directly from Employer and not trust

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

7. different eligibilty for EE groups in Safe harbor

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

8. Beneficiary

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

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

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

10. QSLOB Question

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

11. 1099R and Code P

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

12. Basic Eligibility Question

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

13. When does the employee become a participant/

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

14. Is a Top heavy contrib needed?

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

15. Mix & Match Safe Harbor

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

16. Corp Tax Deadline and PS Funding

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

17. Withholding & Distributions

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

18. 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

19. User Fee and Tax Credit

    By Guest caddieadmin, February 22, 2007
    • 3 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 22, 2007

20. Vesting question

    By mlp0816, February 22, 2007
    • 2 replies
    • 1.1k views
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    • mlp0816
    • February 22, 2007

21. Refund of Excess Contributions and gap period income

    By Guest SPOT, January 5, 2007
    • 1 reply
    • 3.3k views
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    • Guest
    • February 22, 2007

22. Stock option gain on W-2, excluded from Comp?

    By Guest jefe96, February 21, 2007
    • 1 reply
    • 1.9k views
    • 
    • Locust
    • February 22, 2007

23. 2005 Employer Contribution not yet allocated

    By PMC, February 21, 2007
    • 3 replies
    • 1.3k views
    • 
    • PMC
    • February 22, 2007

24. Another HCE question

    By Brenda Wren, February 21, 2007
    • 1 reply
    • 1k views
    • 
    • Bob R
    • February 22, 2007

25. Interesting HCE question

    By Brenda Wren, February 21, 2007
    • 1 reply
    • 1k views
    • 
    • Belgarath
    • February 21, 2007

26. Supplemental Reading

    By Guest caddieadmin, February 20, 2007
    • 7 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 21, 2007

27. Stopping Non-Elective Safe Harbor contribuitons

    By Fisher, February 20, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 21, 2007

28. Mid-year safe harbor rules

    By Guest PJTEN, February 20, 2007
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 21, 2007

29. Amend Money Purchase to PS/401(k)

    By PMC, February 20, 2007
    • 2 replies
    • 1.2k views
    • 
    • John Feldt ERPA CPC QPA
    • February 20, 2007

30. 4k/ESOP Top Heavy aggregation

    By Guest dannyoc13, February 20, 2007
    • 3 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • February 20, 2007

31. LLP

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

32. 59 1/2 Distributions

    By MBCarey, February 20, 2007
    • 1 reply
    • 1k views
    • 
    • JanetM
    • February 20, 2007

33. Recognize Service for Eligibility and Vesting

    By DP, February 16, 2007
    • 4 replies
    • 1.4k views
    • 
    • DP
    • February 20, 2007

34. midyear change to safe harbor 401k

    By Guest jc1457, February 19, 2007
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 19, 2007

35. Catch up AFTER close of 2006 Plan Year?

    By Lori H, February 15, 2007
    • 4 replies
    • 1.2k views
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    • JanetM
    • February 19, 2007

36. ADP testing & excluding employees - can one exclude

    By Guest BXO, February 19, 2007
    • 1 reply
    • 1.2k views
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    • BG5150
    • February 19, 2007

37. Treasury stock in a 401(k)

    By PMC, February 16, 2007
    • 3 replies
    • 1.7k views
    • 
    • TLGeer
    • February 18, 2007

38. Adoption Agreement stipulations and insurance

    By Guest caddieadmin, February 17, 2007
    • 1 reply
    • 1.1k views
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    • J Simmons
    • February 17, 2007

39. 401k and Roth401k

    By Guest viterh, February 16, 2007
    • 6 replies
    • 1.5k views
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    • RCK
    • February 17, 2007

40. 70 1/2 Minimum Distributions For Active Participants

    By blue, February 16, 2007
    • 1 reply
    • 930 views
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    • david rigby
    • February 16, 2007

41. In Service Non-Hardship withdrawals

    By mlp0816, February 15, 2007
    • 1 reply
    • 1.5k views
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    • Jim Chad
    • February 16, 2007

42. Hardship Distributions from Prevailing Wage Contributions

    By Guest kamp, February 16, 2007
    • 0 replies
    • 2.9k views
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    • Guest
    • February 16, 2007

43. RMD

    By Guest lnewhouse, February 14, 2007
    • 2 replies
    • 1.2k views
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    • Guest
    • February 14, 2007

44. Hardship Maximum Withdraw

    By Guest JDK, February 14, 2007
    • 1 reply
    • 1.3k views
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    • JanetM
    • February 14, 2007

45. IRS Clarifies IRS Notice 2007-7

    By jevd, February 13, 2007
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 14, 2007

46. When is a Broker an Advisor?

    By Guest RIA, February 12, 2007
    • 2 replies
    • 1.2k views
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    • QDROphile
    • February 13, 2007

47. Prevailing Wage Plans

    By Jilliandiz, February 13, 2007
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 13, 2007

48. Safe Harbor and an Annual Match - how to?

    By Guest scdgoofy, February 12, 2007
    • 11 replies
    • 2.7k views
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    • 12AX7
    • February 13, 2007

49. TPA's For Sale

    By Guest Tom McNeill, February 12, 2007
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • February 12, 2007

50. Transition period--unanswerable question

    By lexi, February 12, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • February 12, 2007