401(k) Plans

19,321 topics in this forum

1. Another HCE question

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

2. Interesting HCE question

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

3. Supplemental Reading

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

4. Stopping Non-Elective Safe Harbor contribuitons

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

5. Mid-year safe harbor rules

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

6. 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

7. 4k/ESOP Top Heavy aggregation

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

8. LLP

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

9. 59 1/2 Distributions

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

10. Recognize Service for Eligibility and Vesting

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

11. midyear change to safe harbor 401k

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

12. Catch up AFTER close of 2006 Plan Year?

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

13. ADP testing & excluding employees - can one exclude

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

14. Treasury stock in a 401(k)

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

15. Adoption Agreement stipulations and insurance

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

16. 401k and Roth401k

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

17. 70 1/2 Minimum Distributions For Active Participants

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

18. In Service Non-Hardship withdrawals

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

19. Hardship Distributions from Prevailing Wage Contributions

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

20. RMD

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

21. Hardship Maximum Withdraw

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

22. IRS Clarifies IRS Notice 2007-7

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

23. When is a Broker an Advisor?

    By Guest RIA, February 12, 2007
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • February 13, 2007

24. Prevailing Wage Plans

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

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

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

26. TPA's For Sale

    By Guest Tom McNeill, February 12, 2007
    • 0 replies
    • 3k views
    • 
    • Guest
    • February 12, 2007

27. Transition period--unanswerable question

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

28. Tiered Match

    By Guest Boilerburm1, February 9, 2007
    • 5 replies
    • 1.7k views
    • 
    • blue
    • February 12, 2007

29. Recharacterize ADP refunds to after tax contribs

    By fiona1, February 9, 2007
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • February 12, 2007

30. Exiting Safe Harbor 401(k)

    By mariemonroe, February 9, 2007
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • February 12, 2007

31. First yr of Plan

    By Guest JDK, February 10, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 12, 2007

32. PPA Statements

    By MR, February 10, 2007
    • 2 replies
    • 2.1k views
    • 
    • Peanut Butter Man
    • February 11, 2007

33. New Comparability Plan

    By Guest JDK, February 9, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 10, 2007

34. Maintaing Plan Document

    By Guest bouncingsoul, February 8, 2007
    • 4 replies
    • 1.3k views
    • 
    • Peanut Butter Man
    • February 10, 2007

35. Last Day Rule

    By commishvp, February 9, 2007
    • 8 replies
    • 8.4k views
    • 
    • Guest
    • February 9, 2007

36. Real Estate Investment in Plan

    By Jilliandiz, February 9, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 9, 2007

37. Looking for Seminar

    By IRA, February 9, 2007
    • 0 replies
    • 922 views
    • 
    • IRA
    • February 9, 2007

38. ADP refund less than $1.00

    By fiona1, February 8, 2007
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 9, 2007

39. Bankruptcy and new deferral

    By blue, February 9, 2007
    • 0 replies
    • 929 views
    • 
    • blue
    • February 9, 2007

40. 415 excess results in catch up

    By Guest dbvail, February 8, 2007
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 9, 2007

41. Ineligible Employee Deferrals

    By Guest PCS Inc, February 8, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 9, 2007

42. Eligible rollover distribution

    By billfgrady, February 8, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • February 8, 2007

43. Rehired Rules

    By Jilliandiz, February 7, 2007
    • 3 replies
    • 2.3k views
    • 
    • Tom Poje
    • February 8, 2007

44. Can a prudent fiduciary approve a conflicted adviser?

    By Peter Gulia, February 8, 2007
    • 0 replies
    • 1k views
    • 
    • Peter Gulia
    • February 8, 2007

45. Timing of Forfeitures

    By MBCarey, February 7, 2007
    • 4 replies
    • 2k views
    • 
    • Below Ground
    • February 7, 2007

46. changing Plan Trustees

    By Lori H, February 7, 2007
    • 3 replies
    • 4.4k views
    • 
    • Lori H
    • February 7, 2007

47. Automatic Enrollment Problem

    By Below Ground, February 5, 2007
    • 3 replies
    • 1.8k views
    • 
    • 401_4_ever
    • February 7, 2007

48. 401k after 701/2

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

49. Form 5500 - wholly owned question

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

50. Benefit, Rights and Features Test

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