401(k) Plans

19,334 topics in this forum

1. 1099R and Code P

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

2. Basic Eligibility Question

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

3. When does the employee become a participant/

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

4. Is a Top heavy contrib needed?

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

5. Mix & Match Safe Harbor

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

6. Corp Tax Deadline and PS Funding

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

7. Withholding & Distributions

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

8. 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

9. User Fee and Tax Credit

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

10. Vesting question

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

11. Refund of Excess Contributions and gap period income

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

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

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

13. 2005 Employer Contribution not yet allocated

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

14. Another HCE question

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

15. Interesting HCE question

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

16. Supplemental Reading

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

17. Stopping Non-Elective Safe Harbor contribuitons

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

18. Mid-year safe harbor rules

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

19. 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

20. 4k/ESOP Top Heavy aggregation

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

21. LLP

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

22. 59 1/2 Distributions

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

23. Recognize Service for Eligibility and Vesting

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

24. midyear change to safe harbor 401k

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

25. Catch up AFTER close of 2006 Plan Year?

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

26. ADP testing & excluding employees - can one exclude

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

27. Treasury stock in a 401(k)

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

28. Adoption Agreement stipulations and insurance

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

29. 401k and Roth401k

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

30. 70 1/2 Minimum Distributions For Active Participants

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

31. In Service Non-Hardship withdrawals

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

32. Hardship Distributions from Prevailing Wage Contributions

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

33. RMD

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

34. Hardship Maximum Withdraw

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

35. IRS Clarifies IRS Notice 2007-7

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

36. When is a Broker an Advisor?

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

37. Prevailing Wage Plans

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

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

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

39. TPA's For Sale

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

40. Transition period--unanswerable question

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

41. Tiered Match

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

42. Recharacterize ADP refunds to after tax contribs

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

43. Exiting Safe Harbor 401(k)

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

44. First yr of Plan

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

45. PPA Statements

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

46. New Comparability Plan

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

47. Maintaing Plan Document

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

48. Last Day Rule

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

49. Real Estate Investment in Plan

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

50. Looking for Seminar

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