401(k) Plans

19,366 topics in this forum

1. Loan Rollover to Multiple Employer Plan

   By Below Ground, March 5, 2007
   • 0 replies
   • 1.2k views
   • 
   • Below Ground
   • March 5, 2007

2. 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

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

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

4. Top Heavy Aggregation

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

5. Consequences of Disqualification

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

6. prefunding of profit sharing

   By wsp, March 2, 2007
   • 3 replies
   • 2.8k views
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   • Belgarath
   • March 2, 2007

7. ERISA Outline Book Qrtly Update

   By blue, March 1, 2007
   • 8 replies
   • 1.7k views
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   • Don Levit
   • March 2, 2007

8. Loan 8 months behind in payments

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

9. allocating forfeitures against safe harbor match

   By Guest Patkelley007, March 1, 2007
   • 1 reply
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • March 2, 2007

10. HELP - 415 compensation definition

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

11. Filing for Determination Letter

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

12. Match in excess of formula and ACP Test

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

13. Qualified Rollover

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

14. Excessive or unauthorized contributions

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

15. Changing ADP test from Prior to Current Year

    By Jed Macy, March 1, 2007
    • 1 reply
    • 2.8k views
    • 
    • Tom Poje
    • March 1, 2007

16. Deferral "logic" for HCE

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

17. Earned Income

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

18. Safe harbor 3% and Comp while a participant

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

19. FIRST PLAN YEAR IS SHORT.

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

20. Control Group - LLC

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

21. Unique requirements for vesting

    By Guest caddieadmin, February 16, 2007
    • 10 replies
    • 2.6k views
    • 
    • Guest
    • February 28, 2007

22. Ownership & Top Paid Group

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

23. 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

24. IRS Missing Participant Program

    By preErisa, February 27, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • February 27, 2007

25. LLC and owner contributions

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

26. Combination DB & DC Plans

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

27. PPA Question re: Default Investments

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

28. 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

29. different eligibilty for EE groups in Safe harbor

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

30. Beneficiary

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

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

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

32. QSLOB Question

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

33. 1099R and Code P

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

34. Basic Eligibility Question

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

35. When does the employee become a participant/

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

36. Is a Top heavy contrib needed?

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

37. Mix & Match Safe Harbor

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

38. Corp Tax Deadline and PS Funding

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

39. Withholding & Distributions

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

40. 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

41. User Fee and Tax Credit

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

42. Vesting question

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

43. Refund of Excess Contributions and gap period income

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

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

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

45. 2005 Employer Contribution not yet allocated

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

46. Another HCE question

    By Brenda Wren, February 21, 2007
    • 1 reply
    • 1.1k views
    • 
    • Bob R
    • February 22, 2007

47. Interesting HCE question

    By Brenda Wren, February 21, 2007
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • February 21, 2007

48. Supplemental Reading

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

49. Stopping Non-Elective Safe Harbor contribuitons

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

50. Mid-year safe harbor rules

    By Guest PJTEN, February 20, 2007
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 21, 2007