401(k) Plans

19,321 topics in this forum

1. Order of Deferral and Contribution

   By Guest Lawrenceg, January 19, 2007
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • January 19, 2007

2. 410(b) test for match contributions

   By Santo Gold, January 12, 2007
   • 2 replies
   • 1.5k views
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   • BG5150
   • January 19, 2007

3. Not withholding deferrals

   By Guest cconnell, January 19, 2007
   • 3 replies
   • 2.8k views
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   • Guest
   • January 19, 2007

4. Safe Harbor Match Cont Count Towards Gateway

   By sdix401k, January 18, 2007
   • 2 replies
   • 2.8k views
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   • Below Ground
   • January 19, 2007

5. Safe Harbor with Company Stock

   By 401_4_ever, January 16, 2007
   • 4 replies
   • 1.6k views
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   • 401_4_ever
   • January 19, 2007

6. Changing Safe Harbor Match

   By Guest PBJ, January 18, 2007
   • 1 reply
   • 1.2k views
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   • rcline46
   • January 18, 2007

7. Roth Corrective Distribution & Form 1099-R

   By Gruegen, January 17, 2007
   • 3 replies
   • 3.1k views
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   • WDIK
   • January 18, 2007

8. thrift plan withdrawal

   By LIBERTYKID, January 18, 2007
   • 0 replies
   • 1.1k views
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   • LIBERTYKID
   • January 18, 2007

9. PPA and reporting updated vesting

   By Guest M. Martin, January 17, 2007
   • 0 replies
   • 1.1k views
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   • Guest
   • January 17, 2007

10. Amended Prototype: When to file for determination letter?

    By Scott, January 17, 2007
    • 0 replies
    • 1.3k views
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    • Scott
    • January 17, 2007

11. PPA inherited IRA: Plan policy notification requirments?

    By Guest jackstpaul, January 16, 2007
    • 1 reply
    • 1.5k views
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    • Belgarath
    • January 17, 2007

12. Form 8905 for uncertain 401(k) plan

    By Guest PBJ, January 9, 2007
    • 4 replies
    • 2.1k views
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    • austin3515
    • January 17, 2007

13. Roth for citizens living abroad

    By Guest BED, January 15, 2007
    • 5 replies
    • 1.7k views
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    • JanetM
    • January 16, 2007

14. Must 401K contributions be withheld from pay?

    By Guest ctfudge07, January 11, 2007
    • 17 replies
    • 3.2k views
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    • stephen
    • January 15, 2007

15. Recharacterization Under Final 401(k) Regulations

    By Guest kodle, January 15, 2007
    • 0 replies
    • 2k views
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    • Guest
    • January 15, 2007

16. Testing otherwise excludable ees separately

    By Santo Gold, January 12, 2007
    • 2 replies
    • 1.1k views
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    • Mike Preston
    • January 14, 2007

17. Prevailing Wage

    By Guest Tbrown, January 10, 2007
    • 3 replies
    • 1.7k views
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    • Guest
    • January 13, 2007

18. SCP while under audit

    By jpod, January 12, 2007
    • 3 replies
    • 1.6k views
    • 
    • 401_4_ever
    • January 12, 2007

19. Excess Contributions Subject to Excise Tax Per Committee Report 5102?

    By billfgrady, January 12, 2007
    • 1 reply
    • 1.2k views
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    • Belgarath
    • January 12, 2007

20. ADP Corrective Refunds?

    By Guest KBANQ, January 11, 2007
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 12, 2007

21. 401(a)(17) Question

    By Guest NCLawyer, January 11, 2007
    • 3 replies
    • 1.2k views
    • 
    • Jim Chad
    • January 12, 2007

22. Can 501(c)3 offer a 403(b) and a 401(k)?

    By Guest jusducki, January 11, 2007
    • 2 replies
    • 2.8k views
    • 
    • A Shot in the Dark
    • January 11, 2007

23. Match for HCE's on Catch Up

    By Guest cconnell, January 10, 2007
    • 1 reply
    • 1.1k views
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    • WDIK
    • January 10, 2007

24. changed mind on Safe Harbor

    By Guest JBarid, January 10, 2007
    • 2 replies
    • 1.2k views
    • 
    • Leopurrd
    • January 10, 2007

25. Failure to provide timely blackout notice

    By Guest IRISH79, January 10, 2007
    • 0 replies
    • 1.8k views
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    • Guest
    • January 10, 2007

26. Are New Plans Subject to Remedial Amendment Period Cycles?

    By rocknrolls2, January 10, 2007
    • 0 replies
    • 981 views
    • 
    • rocknrolls2
    • January 10, 2007

27. Can Employer Establish a Single Account for Elective Deferrals and 3% Safe Harbour Contributions

    By Guest EMM118, January 9, 2007
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • January 10, 2007

28. S/H 401(k) Non Discrim Testing Question

    By MarZDoates, January 4, 2007
    • 6 replies
    • 2k views
    • 
    • MarZDoates
    • January 9, 2007

29. Baptist Church & 401(k) Plan

    By Guest Ted Kowalchuk, CFP, CFS,, January 8, 2007
    • 2 replies
    • 1.4k views
    • 
    • Fisher
    • January 9, 2007

30. Collective bargaining

    By Guest jetfaninmn, January 8, 2007
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • January 8, 2007

31. Automatic Rollovers - Amendment Deadline

    By Guest DTrom, January 13, 2005
    • 40 replies
    • 9.4k views
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    • austin3515
    • January 7, 2007

32. Attainment of age 59 1/2

    By Fisher, January 4, 2007
    • 6 replies
    • 3.5k views
    • 
    • RCK
    • January 5, 2007

33. Hardship for medical expenses paid on credit card?

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

34. Safe harbor match

    By pmacduff, January 5, 2007
    • 2 replies
    • 1.2k views
    • 
    • Sully
    • January 5, 2007

35. S/H Matching on a Pay Period Basis for an HCE

    By Guest MikeD, January 4, 2007
    • 2 replies
    • 1.2k views
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    • BG5150
    • January 5, 2007

36. Existing business, new plan Eligibility?

    By Guest rickw, December 31, 2006
    • 7 replies
    • 2k views
    • 
    • Kimberly S
    • January 5, 2007

37. Profit Sharing Plan

    By Guest merrysunshine21, January 5, 2007
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • January 5, 2007

38. Missed Deferrals

    By Guest jetfaninmn, January 3, 2007
    • 6 replies
    • 1.8k views
    • 
    • 401_4_ever
    • January 5, 2007

39. Discretionary Match

    By Randy Watson, January 4, 2007
    • 5 replies
    • 1.7k views
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    • JanetM
    • January 4, 2007

40. State Withholding of 401(k) Deferrals

    By 401_4_ever, January 4, 2007
    • 1 reply
    • 1.6k views
    • 
    • JanetM
    • January 4, 2007

41. Cash Balance Plans

    By mlp0816, January 4, 2007
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • January 4, 2007

42. TPA Who Wants to Offer IRA Product to 401(k) Plans It Administers

    By Madison71, January 3, 2007
    • 0 replies
    • 1.5k views
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    • Madison71
    • January 3, 2007

43. coverage testing

    By Guest SueM382, January 2, 2007
    • 6 replies
    • 1.5k views
    • 
    • Tom Poje
    • January 3, 2007

44. Client forgot to remove deferrals from payck

    By doombuggy, December 8, 2006
    • 20 replies
    • 6.1k views
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    • Guest
    • January 3, 2007

45. Straight profit sharing plan wants to buy a house

    By Lori H, January 2, 2007
    • 8 replies
    • 3k views
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    • RCK
    • January 3, 2007

46. Minimum Req's for Merger of two 401(k) Plans

    By chris, December 21, 2006
    • 2 replies
    • 1.4k views
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    • JanetM
    • January 2, 2007

47. ADP failure to 415 failure

    By Sully, December 29, 2006
    • 4 replies
    • 2.5k views
    • 
    • Bird
    • December 30, 2006

48. Tiered Match based on service?

    By TBob, December 29, 2006
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • December 30, 2006

49. One-to-One QNEC question.

    By fiona1, December 29, 2006
    • 2 replies
    • 2.1k views
    • 
    • fiona1
    • December 29, 2006

50. PPA Accelerated Vesting

    By Guest lvegas, December 28, 2006
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • December 29, 2006