401(k) Plans

19,468 topics in this forum

1. Simple IRA Plans

   By Guest cconnell, March 5, 2007
   • 0 replies
   • 999 views
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   • Guest
   • March 5, 2007

2. ACP

   By Guest 401knewbie, March 5, 2007
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • March 5, 2007

3. Loan Rollover to Multiple Employer Plan

   By Below Ground, March 5, 2007
   • 0 replies
   • 1.2k views
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   • Below Ground
   • March 5, 2007

4. retain in-service withdrawal right for rollover?

   By Guest IRISH79, March 2, 2007
   • 1 reply
   • 1.2k views
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   • Blinky the 3-eyed Fish
   • March 5, 2007

5. "on call" employees and determining hours of service

   By Guest MikeD, March 1, 2007
   • 2 replies
   • 1.6k views
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   • Guest
   • March 2, 2007

6. Top Heavy Aggregation

   By legort69, March 2, 2007
   • 0 replies
   • 962 views
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   • legort69
   • March 2, 2007

7. Consequences of Disqualification

   By Guest PBJ, March 1, 2007
   • 2 replies
   • 1.8k views
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   • Peter Gulia
   • March 2, 2007

8. prefunding of profit sharing

   By wsp, March 2, 2007
   • 3 replies
   • 2.9k views
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   • Belgarath
   • March 2, 2007

9. ERISA Outline Book Qrtly Update

   By blue, March 1, 2007
   • 8 replies
   • 1.8k views
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   • Don Levit
   • March 2, 2007

10. Loan 8 months behind in payments

    By Jim Chad, March 2, 2007
    • 1 reply
    • 1.7k views
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    • Tom Poje
    • March 2, 2007

11. allocating forfeitures against safe harbor match

    By Guest Patkelley007, March 1, 2007
    • 1 reply
    • 1.3k views
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    • Blinky the 3-eyed Fish
    • March 2, 2007

12. HELP - 415 compensation definition

    By PAL, March 2, 2007
    • 0 replies
    • 2.8k views
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    • PAL
    • March 2, 2007

13. Filing for Determination Letter

    By Guest Thornton, March 1, 2007
    • 1 reply
    • 1.1k views
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    • WDIK
    • March 1, 2007

14. Match in excess of formula and ACP Test

    By commishvp, March 1, 2007
    • 6 replies
    • 3k views
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    • fiona1
    • March 1, 2007

15. Qualified Rollover

    By Guest caddieadmin, March 1, 2007
    • 2 replies
    • 1.2k views
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    • Guest
    • March 1, 2007

16. Excessive or unauthorized contributions

    By Guest jvanheyde, March 1, 2007
    • 1 reply
    • 1.6k views
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    • rcline46
    • March 1, 2007

17. Changing ADP test from Prior to Current Year

    By Jed Macy, March 1, 2007
    • 1 reply
    • 2.9k views
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    • Tom Poje
    • March 1, 2007

18. Deferral "logic" for HCE

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

19. Earned Income

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

20. Safe harbor 3% and Comp while a participant

    By rfahey, February 23, 2007
    • 3 replies
    • 1.4k views
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    • Belgarath
    • February 28, 2007

21. FIRST PLAN YEAR IS SHORT.

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

22. Control Group - LLC

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

23. Unique requirements for vesting

    By Guest caddieadmin, February 16, 2007
    • 10 replies
    • 3.2k views
    • 
    • Guest
    • February 28, 2007

24. Ownership & Top Paid Group

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

25. 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

26. IRS Missing Participant Program

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

27. LLC and owner contributions

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

28. Combination DB & DC Plans

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

29. PPA Question re: Default Investments

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

30. Distribution made directly from Employer and not trust

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

31. different eligibilty for EE groups in Safe harbor

    By Guest hyper, February 27, 2007
    • 0 replies
    • 1.2k views
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    • Guest
    • February 27, 2007

32. Beneficiary

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

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

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

34. QSLOB Question

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

35. 1099R and Code P

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

36. Basic Eligibility Question

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

37. When does the employee become a participant/

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

38. Is a Top heavy contrib needed?

    By BG5150, February 19, 2007
    • 8 replies
    • 1.9k views
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    • TPAnnie
    • February 25, 2007

39. Mix & Match Safe Harbor

    By Guest SusanE, February 23, 2007
    • 1 reply
    • 1.2k views
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    • RCK
    • February 23, 2007

40. Corp Tax Deadline and PS Funding

    By Guest saotampa, February 23, 2007
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • February 23, 2007

41. Withholding & Distributions

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

42. Is this employee counted in ADP test

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

43. User Fee and Tax Credit

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

44. Vesting question

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

45. Refund of Excess Contributions and gap period income

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

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

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

47. 2005 Employer Contribution not yet allocated

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

48. Another HCE question

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

49. Interesting HCE question

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

50. Supplemental Reading

    By Guest caddieadmin, February 20, 2007
    • 7 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • February 21, 2007