401(k) Plans

19,451 topics in this forum

1. Deferral "logic" for HCE

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

2. Earned Income

   By Guest Rutager, February 28, 2007
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • February 28, 2007

3. Safe harbor 3% and Comp while a participant

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

4. FIRST PLAN YEAR IS SHORT.

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

5. Control Group - LLC

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

6. Unique requirements for vesting

   By Guest caddieadmin, February 16, 2007
   • 10 replies
   • 3.1k views
   • 
   • Guest
   • February 28, 2007

7. Ownership & Top Paid Group

   By CJS07, February 27, 2007
   • 2 replies
   • 1.1k views
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   • WDIK
   • February 27, 2007

8. Limiting participation in Individually Directed Accounts within a 401(k)

   By Guest GoldenBear03, February 27, 2007
   • 1 reply
   • 1.1k views
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   • WDIK
   • February 27, 2007

9. IRS Missing Participant Program

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

10. LLC and owner contributions

    By Guest jetfaninmn, February 22, 2007
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2007

11. Combination DB & DC Plans

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

12. PPA Question re: Default Investments

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

13. Distribution made directly from Employer and not trust

    By jkharvey, February 26, 2007
    • 7 replies
    • 1.5k views
    • 
    • austin3515
    • February 27, 2007

14. different eligibilty for EE groups in Safe harbor

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

15. Beneficiary

    By Guest stevena1, February 26, 2007
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • February 27, 2007

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

    By katieinny, February 26, 2007
    • 3 replies
    • 1.6k views
    • 
    • Bird
    • February 27, 2007

17. QSLOB Question

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

18. 1099R and Code P

    By Guest dave1957, February 24, 2007
    • 4 replies
    • 1.7k views
    • 
    • Disco Stu
    • February 26, 2007

19. Basic Eligibility Question

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

20. When does the employee become a participant/

    By Guest Tammy2006, February 26, 2007
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • February 26, 2007

21. Is a Top heavy contrib needed?

    By BG5150, February 19, 2007
    • 8 replies
    • 1.8k views
    • 
    • TPAnnie
    • February 25, 2007

22. Mix & Match Safe Harbor

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

23. Corp Tax Deadline and PS Funding

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

24. Withholding & Distributions

    By Guest stevena1, February 20, 2007
    • 8 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • February 23, 2007

25. Is this employee counted in ADP test

    By jkharvey, February 22, 2007
    • 3 replies
    • 1.7k views
    • 
    • John Feldt ERPA CPC QPA
    • February 22, 2007

26. User Fee and Tax Credit

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

27. Vesting question

    By mlp0816, February 22, 2007
    • 2 replies
    • 1.2k views
    • 
    • mlp0816
    • February 22, 2007

28. Refund of Excess Contributions and gap period income

    By Guest SPOT, January 5, 2007
    • 1 reply
    • 3.4k views
    • 
    • Guest
    • February 22, 2007

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

    By Guest jefe96, February 21, 2007
    • 1 reply
    • 2k views
    • 
    • Locust
    • February 22, 2007

30. 2005 Employer Contribution not yet allocated

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

31. Another HCE question

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

32. Interesting HCE question

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

33. Supplemental Reading

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

34. Stopping Non-Elective Safe Harbor contribuitons

    By Fisher, February 20, 2007
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • February 21, 2007

35. Mid-year safe harbor rules

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

36. Amend Money Purchase to PS/401(k)

    By PMC, February 20, 2007
    • 2 replies
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • February 20, 2007

37. 4k/ESOP Top Heavy aggregation

    By Guest dannyoc13, February 20, 2007
    • 3 replies
    • 3.1k views
    • 
    • John Feldt ERPA CPC QPA
    • February 20, 2007

38. LLP

    By Guest Rutager, February 5, 2007
    • 1 reply
    • 1.3k views
    • 
    • BeckyMiller
    • February 20, 2007

39. 59 1/2 Distributions

    By MBCarey, February 20, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • February 20, 2007

40. Recognize Service for Eligibility and Vesting

    By DP, February 16, 2007
    • 4 replies
    • 1.6k views
    • 
    • DP
    • February 20, 2007

41. midyear change to safe harbor 401k

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

42. Catch up AFTER close of 2006 Plan Year?

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

43. ADP testing & excluding employees - can one exclude

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

44. Treasury stock in a 401(k)

    By PMC, February 16, 2007
    • 3 replies
    • 1.8k views
    • 
    • TLGeer
    • February 18, 2007

45. Adoption Agreement stipulations and insurance

    By Guest caddieadmin, February 17, 2007
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • February 17, 2007

46. 401k and Roth401k

    By Guest viterh, February 16, 2007
    • 6 replies
    • 1.6k views
    • 
    • RCK
    • February 17, 2007

47. 70 1/2 Minimum Distributions For Active Participants

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

48. In Service Non-Hardship withdrawals

    By mlp0816, February 15, 2007
    • 1 reply
    • 1.6k views
    • 
    • Jim Chad
    • February 16, 2007

49. Hardship Distributions from Prevailing Wage Contributions

    By Guest kamp, February 16, 2007
    • 0 replies
    • 3k views
    • 
    • Guest
    • February 16, 2007

50. RMD

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