401(k) Plans

19,366 topics in this forum

1. 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

2. 4k/ESOP Top Heavy aggregation

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

3. LLP

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

4. 59 1/2 Distributions

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

5. Recognize Service for Eligibility and Vesting

   By DP, February 16, 2007
   • 4 replies
   • 1.5k views
   • 
   • DP
   • February 20, 2007

6. midyear change to safe harbor 401k

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

7. Catch up AFTER close of 2006 Plan Year?

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

8. ADP testing & excluding employees - can one exclude

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

9. Treasury stock in a 401(k)

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

10. Adoption Agreement stipulations and insurance

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

11. 401k and Roth401k

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

12. 70 1/2 Minimum Distributions For Active Participants

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

13. In Service Non-Hardship withdrawals

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

14. Hardship Distributions from Prevailing Wage Contributions

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

15. RMD

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

16. Hardship Maximum Withdraw

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

17. IRS Clarifies IRS Notice 2007-7

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

18. When is a Broker an Advisor?

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

19. Prevailing Wage Plans

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

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

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

21. TPA's For Sale

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

22. Transition period--unanswerable question

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

23. Tiered Match

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

24. Recharacterize ADP refunds to after tax contribs

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

25. Exiting Safe Harbor 401(k)

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

26. First yr of Plan

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

27. PPA Statements

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

28. New Comparability Plan

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

29. Maintaing Plan Document

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

30. Last Day Rule

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

31. Real Estate Investment in Plan

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

32. Looking for Seminar

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

33. ADP refund less than $1.00

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

34. Bankruptcy and new deferral

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

35. 415 excess results in catch up

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

36. Ineligible Employee Deferrals

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

37. Eligible rollover distribution

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

38. Rehired Rules

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

39. Can a prudent fiduciary approve a conflicted adviser?

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

40. Timing of Forfeitures

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

41. changing Plan Trustees

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

42. Automatic Enrollment Problem

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

43. 401k after 701/2

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

44. Form 5500 - wholly owned question

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

45. Benefit, Rights and Features Test

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

46. Testing Failure 2005

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

47. QNEC IN 2006

    By Guest geschaft, February 6, 2007
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • February 7, 2007

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

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

49. 401k fees

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

50. Impermissible Rollover

    By DTH, February 5, 2007
    • 0 replies
    • 1.7k views
    • 
    • DTH
    • February 5, 2007