401(k) Plans

19,451 topics in this forum

1. Hardship Maximum Withdraw

   By Guest JDK, February 14, 2007
   • 1 reply
   • 1.4k views
   • 
   • JanetM
   • February 14, 2007

2. IRS Clarifies IRS Notice 2007-7

   By jevd, February 13, 2007
   • 1 reply
   • 2.2k views
   • 
   • Guest
   • February 14, 2007

3. When is a Broker an Advisor?

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

4. Prevailing Wage Plans

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

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

   By Guest scdgoofy, February 12, 2007
   • 11 replies
   • 2.8k views
   • 
   • 12AX7
   • February 13, 2007

6. TPA's For Sale

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

7. Transition period--unanswerable question

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

8. Tiered Match

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

9. Recharacterize ADP refunds to after tax contribs

   By fiona1, February 9, 2007
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • February 12, 2007

10. Exiting Safe Harbor 401(k)

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

11. First yr of Plan

    By Guest JDK, February 10, 2007
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • February 12, 2007

12. PPA Statements

    By MR, February 10, 2007
    • 2 replies
    • 2.2k views
    • 
    • Peanut Butter Man
    • February 11, 2007

13. New Comparability Plan

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

14. Maintaing Plan Document

    By Guest bouncingsoul, February 8, 2007
    • 4 replies
    • 1.4k views
    • 
    • Peanut Butter Man
    • February 10, 2007

15. Last Day Rule

    By commishvp, February 9, 2007
    • 8 replies
    • 8.7k views
    • 
    • Guest
    • February 9, 2007

16. Real Estate Investment in Plan

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

17. Looking for Seminar

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

18. ADP refund less than $1.00

    By fiona1, February 8, 2007
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • February 9, 2007

19. Bankruptcy and new deferral

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

20. 415 excess results in catch up

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

21. Ineligible Employee Deferrals

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

22. Eligible rollover distribution

    By billfgrady, February 8, 2007
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • February 8, 2007

23. Rehired Rules

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

24. Can a prudent fiduciary approve a conflicted adviser?

    By Peter Gulia, February 8, 2007
    • 0 replies
    • 1.1k views
    • 
    • Peter Gulia
    • February 8, 2007

25. Timing of Forfeitures

    By MBCarey, February 7, 2007
    • 4 replies
    • 2.1k views
    • 
    • Below Ground
    • February 7, 2007

26. changing Plan Trustees

    By Lori H, February 7, 2007
    • 3 replies
    • 4.5k views
    • 
    • Lori H
    • February 7, 2007

27. Automatic Enrollment Problem

    By Below Ground, February 5, 2007
    • 3 replies
    • 1.9k views
    • 
    • 401_4_ever
    • February 7, 2007

28. 401k after 701/2

    By ombskid, February 6, 2007
    • 2 replies
    • 2.1k views
    • 
    • ombskid
    • February 7, 2007

29. Form 5500 - wholly owned question

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

30. Benefit, Rights and Features Test

    By Guest 401kbee, February 6, 2007
    • 3 replies
    • 4.3k views
    • 
    • Tom Poje
    • February 7, 2007

31. Testing Failure 2005

    By Guest RIA, February 7, 2007
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 7, 2007

32. QNEC IN 2006

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

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

    By himt4, February 5, 2007
    • 14 replies
    • 3.2k views
    • 
    • jevd
    • February 5, 2007

34. 401k fees

    By Guest Nico, February 3, 2007
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • February 5, 2007

35. Impermissible Rollover

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

36. Loan from Simple IRA rollover

    By Pension Panda, February 5, 2007
    • 0 replies
    • 1k views
    • 
    • Pension Panda
    • February 5, 2007

37. Maximum 402(g) limit and ADP

    By cathyw, February 1, 2007
    • 7 replies
    • 2.9k views
    • 
    • TLGeer
    • February 4, 2007

38. Conflict of Interest OR Exclusive Benefit Rule Violation?

    By Guest RIA, February 1, 2007
    • 4 replies
    • 2.4k views
    • 
    • TLGeer
    • February 4, 2007

39. Non Resident Aliens WITH some US Income

    By Guest John Makarevich, February 4, 2007
    • 0 replies
    • 963 views
    • 
    • Guest
    • February 4, 2007

40. 401k loan

    By Guest melrse, February 3, 2007
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • February 3, 2007

41. Changing Safe Harbor Match Mid year

    By PMC, February 1, 2007
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • February 2, 2007

42. So confused, should I do 401k or Roth ?

    By Guest spinspin31, February 1, 2007
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 1, 2007

43. ADP Refunds

    By Jilliandiz, January 31, 2007
    • 3 replies
    • 2.4k views
    • 
    • pmacduff
    • February 1, 2007

44. 401k withdrawal limit

    By Guest robertcusick, February 1, 2007
    • 5 replies
    • 2.1k views
    • 
    • Belgarath
    • February 1, 2007

45. Roth 401(k) rollover to Roth 403(b)

    By Guest Brian0925, February 1, 2007
    • 0 replies
    • 942 views
    • 
    • Guest
    • February 1, 2007

46. Maximizing annual additions via after-tax contributions

    By Santo Gold, February 1, 2007
    • 1 reply
    • 1k views
    • 
    • Jim Chad
    • February 1, 2007

47. Gateway minimum & excluded class of employees

    By Guest M. Martin, January 31, 2007
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 31, 2007

48. Can my 401(k) deny me from making Catch-up?

    By Guest Questioner, January 27, 2007
    • 11 replies
    • 2.7k views
    • 
    • Lame Duck
    • January 31, 2007

49. Guam Plan

    By Guest skc, January 30, 2007
    • 5 replies
    • 2.6k views
    • 
    • JanetM
    • January 31, 2007

50. Can Husband Use Wife's Plan?

    By DP, January 17, 2007
    • 13 replies
    • 2.7k views
    • 
    • Belgarath
    • January 31, 2007