401(k) Plans

19,275 topics in this forum

1. Final 401(k) amendment for terminated plans

   By AlbanyConsultant, December 8, 2006
   • 1 reply
   • 1.2k views
   • 
   • John Feldt ERPA CPC QPA
   • December 8, 2006

2. RFP

   By SMB, December 8, 2006
   • 1 reply
   • 1.3k views
   • 
   • david rigby
   • December 8, 2006

3. Limiting investment in Employer Stock

   By Guest justbetmd, December 7, 2006
   • 1 reply
   • 1.2k views
   • 
   • J Simmons
   • December 8, 2006

4. Vesting changes

   By Guest Wolves1962, December 7, 2006
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • December 7, 2006

5. Hardship for medical expenses paid on credit card?

   By jkharvey, December 6, 2006
   • 7 replies
   • 2.7k views
   • 
   • JanetM
   • January 5, 2007

6. Top Heavy & Safe Harbor

   By Guest bac, December 5, 2006
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • December 5, 2006

7. safe harbor - vesting on 5th and 6th%?

   By EGB, December 5, 2006
   • 10 replies
   • 1.8k views
   • 
   • John Feldt ERPA CPC QPA
   • December 8, 2006

8. Controlled Group Member Fails Coverage

   By Randy Watson, December 5, 2006
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • December 6, 2006

9. Controlled Group - ADP Testing

   By Guest benefitsgirl, December 5, 2006
   • 0 replies
   • 957 views
   • 
   • Guest
   • December 5, 2006

10. employer accidentally turned off EE contribution

    By Guest fcdeacy, December 5, 2006
    • 2 replies
    • 1.2k views
    • 
    • 401_4_ever
    • December 5, 2006

11. electronic 401(k) enrollment

    By lexi, December 5, 2006
    • 8 replies
    • 1.4k views
    • 
    • RCK
    • December 7, 2006

12. Can a company announce a 401k Safe Harbor change and then abandon the change the next day?

    By Guest helcul, December 4, 2006
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • December 7, 2006

13. 401k Million Dollars

    By Guest scarletrose, December 4, 2006
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • December 4, 2006

14. PPA Vesting Notice Requirement

    By BeanCounterBlues, December 4, 2006
    • 5 replies
    • 2.5k views
    • 
    • BeanCounterBlues
    • December 5, 2006

15. Safe Harbor Notice

    By Guest mrjones, December 2, 2006
    • 2 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • December 4, 2006

16. control group . . . plans the same?

    By Guest insurancelaw, December 2, 2006
    • 4 replies
    • 1.4k views
    • 
    • ak2ary
    • December 6, 2006

17. follow up to excise question

    By lexi, December 1, 2006
    • 4 replies
    • 1.1k views
    • 
    • lexi
    • December 1, 2006

18. self employed and max 401(k)/ps deduction

    By Guest ctrapatsos, December 1, 2006
    • 12 replies
    • 4k views
    • 
    • Bird
    • January 24, 2007

19. contributions and excise tax

    By lexi, December 1, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 1, 2006

20. Safe Harbor Match only to NHCEs?

    By CAR, November 30, 2006
    • 8 replies
    • 2.4k views
    • 
    • CAR
    • December 6, 2006

21. CATCH UP & 415

    By Guest Rutager, November 30, 2006
    • 6 replies
    • 2.4k views
    • 
    • WDIK
    • December 1, 2006

22. Affiliated service group?

    By PMC, November 30, 2006
    • 5 replies
    • 3k views
    • 
    • Belgarath
    • December 7, 2006

23. 401k Qualification/Passive Income Only

    By Guest John Comelately, November 30, 2006
    • 6 replies
    • 3.5k views
    • 
    • namealreadyinuse
    • December 1, 2006

24. Owner dies - Child still HCE?

    By Guest Tbrown, November 30, 2006
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 30, 2006

25. PPA Notice of Right to Defer/consequences

    By Guest IRISH79, November 30, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 30, 2006

26. PPA

    By Guest Wolves1962, November 29, 2006
    • 9 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • December 4, 2006

27. QJSA removed from document

    By wsp, November 29, 2006
    • 5 replies
    • 1.6k views
    • 
    • Kevin C
    • December 1, 2006

28. Trust to Trust Transfers

    By Guest Julie, November 29, 2006
    • 4 replies
    • 4.2k views
    • 
    • Guest
    • November 30, 2006

29. Separate Catch up election required?

    By Guest jefe96, November 29, 2006
    • 3 replies
    • 2.7k views
    • 
    • Bird
    • November 30, 2006

30. Former Key Employee question

    By BG5150, November 29, 2006
    • 1 reply
    • 2.3k views
    • 
    • stephen
    • November 29, 2006

31. Amending a Safe Harbor Plan

    By Archimage, November 29, 2006
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 7, 2007

32. Termination of 401k

    By chris, November 29, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • November 30, 2006

33. Max defined cont plan

    By Moe Howard, November 29, 2006
    • 5 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 29, 2006

34. component plans

    By Guest gsi miami, November 28, 2006
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • November 28, 2006

35. Safe Harbor Plan Amendment

    By buckaroo, November 27, 2006
    • 3 replies
    • 1k views
    • 
    • stephen
    • November 28, 2006

36. auto enrollment

    By pmacduff, November 27, 2006
    • 6 replies
    • 1.8k views
    • 
    • stephen
    • November 30, 2006

37. Maximum contributions to multiple accounts

    By Guest barryfz, November 26, 2006
    • 1 reply
    • 1.1k views
    • 
    • txdd
    • November 27, 2006

38. Contributions after age 70 1/2 for owner

    By Guest JimmyG, November 22, 2006
    • 1 reply
    • 3.3k views
    • 
    • thepensionmaven
    • November 23, 2006

39. How long can they put me off on 401k death benefits?

    By Guest dulan, November 20, 2006
    • 12 replies
    • 10.2k views
    • 
    • Just Me
    • December 12, 2006

40. "minimum" Minimum Required Distrib

    By austin3515, November 20, 2006
    • 7 replies
    • 4.4k views
    • 
    • BG5150
    • November 22, 2006

41. Roth Questions

    By 401_4_ever, November 20, 2006
    • 2 replies
    • 1.7k views
    • 
    • austin3515
    • November 22, 2006

42. 2005 401k reimbursed to employee that was not eligible

    By Guest akv, November 20, 2006
    • 0 replies
    • 1k views
    • 
    • Guest
    • November 20, 2006

43. safe harbor notice attempt in Relius

    By Tom Poje, November 20, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • November 22, 2006

44. Diversification Notice

    By PMC, November 17, 2006
    • 8 replies
    • 2k views
    • 
    • blue
    • November 30, 2006

45. Safe Harbor Notice

    By Guest Xiomara914, November 17, 2006
    • 7 replies
    • 3.3k views
    • 
    • Bird
    • November 22, 2006

46. Roth IRA and QP in same year

    By K-t-F, November 17, 2006
    • 0 replies
    • 1.1k views
    • 
    • K-t-F
    • November 17, 2006

47. Solo k Tax ID

    By Guest bouncingsoul, November 17, 2006
    • 3 replies
    • 1.3k views
    • 
    • SMB
    • November 18, 2006

48. Rolling from Simple 401(k) Plan to regular 401(k) Plan

    By MBCarey, November 17, 2006
    • 0 replies
    • 1k views
    • 
    • MBCarey
    • November 17, 2006

49. PPA - change in PT rules

    By JanetM, November 17, 2006
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • May 14, 2008

50. Annual Compensation Limits

    By Guest cdickie, November 17, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 17, 2006