401(k) Plans

19,366 topics in this forum

1. employer accidentally turned off EE contribution

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

2. Controlled Group - ADP Testing

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

3. PPA Vesting Notice Requirement

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

4. 401k Million Dollars

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

5. PPA

   By Guest Wolves1962, November 29, 2006
   • 9 replies
   • 2.1k views
   • 
   • John Feldt ERPA CPC QPA
   • December 4, 2006

6. Safe Harbor Notice

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

7. QJSA removed from document

   By wsp, November 29, 2006
   • 5 replies
   • 1.7k views
   • 
   • Kevin C
   • December 1, 2006

8. 401k Qualification/Passive Income Only

   By Guest John Comelately, November 30, 2006
   • 6 replies
   • 3.6k views
   • 
   • namealreadyinuse
   • December 1, 2006

9. contributions and excise tax

   By lexi, December 1, 2006
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • December 1, 2006

10. follow up to excise question

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

11. CATCH UP & 415

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

12. Owner dies - Child still HCE?

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

13. Diversification Notice

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

14. auto enrollment

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

15. Termination of 401k

    By chris, November 29, 2006
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • November 30, 2006

16. PPA Notice of Right to Defer/consequences

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

17. Trust to Trust Transfers

    By Guest Julie, November 29, 2006
    • 4 replies
    • 4.4k views
    • 
    • Guest
    • November 30, 2006

18. Separate Catch up election required?

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

19. Max defined cont plan

    By Moe Howard, November 29, 2006
    • 5 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • November 29, 2006

20. Former Key Employee question

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

21. Charitable IRA contributions

    By lexi, September 28, 2006
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • November 28, 2006

22. component plans

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

23. Safe Harbor Plan Amendment

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

24. Maximum contributions to multiple accounts

    By Guest barryfz, November 26, 2006
    • 1 reply
    • 1.2k views
    • 
    • txdd
    • November 27, 2006

25. Contributions after age 70 1/2 for owner

    By Guest JimmyG, November 22, 2006
    • 1 reply
    • 3.4k views
    • 
    • thepensionmaven
    • November 23, 2006

26. Safe Harbor Notice

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

27. "minimum" Minimum Required Distrib

    By austin3515, November 20, 2006
    • 7 replies
    • 4.5k views
    • 
    • BG5150
    • November 22, 2006

28. safe harbor notice attempt in Relius

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

29. Roth Questions

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

30. 2005 401k reimbursed to employee that was not eligible

    By Guest akv, November 20, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 20, 2006

31. Solo k Tax ID

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

32. Interest on True-Up?

    By J2D2, November 6, 2006
    • 13 replies
    • 3k views
    • 
    • mschwechter
    • November 17, 2006

33. corrective QNEC and 402(g) limit

    By Guest anne1, November 16, 2006
    • 2 replies
    • 3.2k views
    • 
    • BG5150
    • November 17, 2006

34. 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

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

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

36. Annual Compensation Limits

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

37. control group and distribution events

    By Guest insurancelaw, November 16, 2006
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • November 17, 2006

38. 5500 Schedule I - Q. 4i

    By austin3515, November 14, 2006
    • 13 replies
    • 2k views
    • 
    • Archimage
    • November 16, 2006

39. QSLOB

    By Guest tintree73, November 16, 2006
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 16, 2006

40. Safe Harbor 401(k) and Allocation

    By buckaroo, November 15, 2006
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • November 16, 2006

41. Change in 401K plans

    By Guest HRISGal, November 15, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 16, 2006

42. Involuntary Cashouts / Auto Rollover Rules

    By Guest IRISH79, November 15, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 15, 2006

43. Highly compensated employee definition

    By Guest phy401k, November 15, 2006
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • November 15, 2006

44. Profit Sharing integrated formula

    By Guest Wolves1962, November 14, 2006
    • 9 replies
    • 6.3k views
    • 
    • WDIK
    • November 15, 2006

45. 414(s) Comp Test

    By Guest jae3207, November 14, 2006
    • 1 reply
    • 1.7k views
    • 
    • austin3515
    • November 15, 2006

46. Auto Enrollment

    By Guest WWPDRC, September 22, 2006
    • 3 replies
    • 2.4k views
    • 
    • PLAN MAN
    • November 14, 2006

47. Multiple Employer + Controlled

    By Guest Rachael L., November 13, 2006
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • November 14, 2006

48. Safe Harbor - Eligible Employees

    By Guest tintree73, November 13, 2006
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • November 14, 2006

49. Terminated Employee

    By DP, November 9, 2006
    • 3 replies
    • 3.1k views
    • 
    • austin3515
    • November 14, 2006

50. Employees for 401(k) plan purposes?

    By Guest KMP, November 13, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • November 13, 2006