401(k) Plans

19,366 topics in this forum

1. Safe Harbor Discretionay Match Top Heavy

   By sdix401k, November 13, 2006
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • November 13, 2006

2. Contirbution Limits-Fiscal v Calendar year

   By Guest rmse46, November 13, 2006
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • November 13, 2006

3. Safe Harbor 3% NE

   By Guest Powers, November 10, 2006
   • 2 replies
   • 1.5k views
   • 
   • Tom Poje
   • November 13, 2006

4. Life insurance investment

   By Dan, November 7, 2006
   • 8 replies
   • 2.4k views
   • 
   • SteveH
   • November 10, 2006

5. Safe Harbor Plan

   By Guest Melissa Yoder, November 10, 2006
   • 2 replies
   • 1.3k views
   • 
   • SteveH
   • November 10, 2006

6. controlled group contributions?

   By Guest Moira, November 9, 2006
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • November 10, 2006

7. Roth 401(k) & State Taxation

   By Guest Brian0925, November 9, 2006
   • 2 replies
   • 1.5k views
   • 
   • RCK
   • November 9, 2006

8. Revenue Sharing and Charging Term'd Participants

   By rlb64, November 8, 2006
   • 1 reply
   • 1.4k views
   • 
   • austin3515
   • November 9, 2006

9. deferrals without enrollment forms

   By Guest SPOT, November 8, 2006
   • 3 replies
   • 1.4k views
   • 
   • JanetM
   • November 8, 2006

10. Cash Balance Merge Into 401(k)?

    By Guest mrjones, November 6, 2006
    • 4 replies
    • 5.4k views
    • 
    • ak2ary
    • November 8, 2006

11. economics paper

    By Guest trailerpat, October 14, 2006
    • 28 replies
    • 5.7k views
    • 
    • Kimberly S
    • November 8, 2006

12. Safe Harbor notices

    By pmacduff, November 7, 2006
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • November 8, 2006

13. crystal safe harbor notice for Relius

    By Tom Poje, October 17, 2006
    • 5 replies
    • 1.9k views
    • 
    • Kimberly S
    • November 7, 2006

14. Benefit Statements - PPA

    By PMC, November 6, 2006
    • 5 replies
    • 2.8k views
    • 
    • Bird
    • November 7, 2006

15. safe harbor match + discretionary match

    By Santo Gold, November 7, 2006
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 7, 2006

16. Safe Harbor Match

    By Guest M. Martin, November 7, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 7, 2006

17. Top heavy contribution and leave of absence

    By blue, November 7, 2006
    • 0 replies
    • 1.4k views
    • 
    • blue
    • November 7, 2006

18. Loan delinquency Notices

    By Guest BigBish, November 6, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • November 7, 2006

19. revised safe harbor notice

    By Tom Poje, November 7, 2006
    • 0 replies
    • 1.4k views
    • 
    • Tom Poje
    • November 7, 2006

20. first year safe harbor

    By wsp, November 6, 2006
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • November 7, 2006

21. Must optional testing choices be in plan?

    By Guest hyper, November 7, 2006
    • 0 replies
    • 987 views
    • 
    • Guest
    • November 7, 2006

22. 401k Loan -No Payments Ever Made

    By goldtpa, October 25, 2006
    • 7 replies
    • 2.5k views
    • 
    • austin3515
    • November 4, 2006

23. Fraudulent Use of Social Security Number

    By Below Ground, November 3, 2006
    • 4 replies
    • 2.1k views
    • 
    • Below Ground
    • November 3, 2006

24. STN & Matrix trust companies

    By Stevo-PDX, November 3, 2006
    • 0 replies
    • 1.8k views
    • 
    • Stevo-PDX
    • November 3, 2006

25. 2005 Contributions Not Paid

    By Guest Ted Kowalchuk, CFP, CFS,, November 1, 2006
    • 1 reply
    • 1.3k views
    • 
    • Stevo-PDX
    • November 3, 2006

26. Distribution to Bene's

    By Guest Twinky, November 2, 2006
    • 8 replies
    • 2k views
    • 
    • Guest
    • November 3, 2006

27. Controlled Group Top Heavy Testing

    By Guest MikeD, November 3, 2006
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • November 3, 2006

28. Free 5500 Database

    By Guest GGSMS, November 3, 2006
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • November 3, 2006

29. Does Merger of 401(k) plans accelerate vesting?

    By Guest IRISH79, November 1, 2006
    • 2 replies
    • 2k views
    • 
    • Guest
    • November 2, 2006

30. 401(k) and life insurance

    By Guest PensionDesign, November 2, 2006
    • 4 replies
    • 2.3k views
    • 
    • Belgarath
    • November 2, 2006

31. Deferrals in Multiple Employer Plan

    By Guest Ken C, November 2, 2006
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • November 2, 2006

32. Auto Enrollment

    By Guest perplexedbypensions, November 2, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 2, 2006

33. Short Plan Year Audit Reports

    By Guest lhorne, October 31, 2006
    • 3 replies
    • 4.4k views
    • 
    • Guest
    • November 2, 2006

34. ADP refunds, Pre-Tax,a dn ROth Deferrals

    By buckaroo, November 1, 2006
    • 2 replies
    • 3.5k views
    • 
    • Appleby
    • November 1, 2006

35. USERRA

    By Guest sritts, October 31, 2006
    • 6 replies
    • 1.9k views
    • 
    • PLAN MAN
    • November 1, 2006

36. Formal Plan Termination

    By commishvp, October 31, 2006
    • 2 replies
    • 1.8k views
    • 
    • namealreadyinuse
    • November 1, 2006

37. Payments to PBGC for Missing Participants (PPA)

    By J. Bringhurst, November 1, 2006
    • 0 replies
    • 1.1k views
    • 
    • J. Bringhurst
    • November 1, 2006

38. Benefits National Company Document

    By rcline46, October 31, 2006
    • 2 replies
    • 1.2k views
    • 
    • rcline46
    • October 31, 2006

39. Distribution Fees

    By Guest stevena1, October 30, 2006
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • October 31, 2006

40. Excluding Part-Time Employees

    By Guest mbaca, October 31, 2006
    • 1 reply
    • 1.2k views
    • 
    • Peanut Butter Man
    • October 31, 2006

41. Auto Enrollment

    By Guest perplexedbypensions, October 30, 2006
    • 3 replies
    • 1.4k views
    • 
    • RCK
    • October 30, 2006

42. Relius and distributions

    By Guest stevena1, October 30, 2006
    • 3 replies
    • 1.6k views
    • 
    • Archimage
    • October 30, 2006

43. 401k and 403b from same sponsor

    By Guest ABCI, October 30, 2006
    • 1 reply
    • 1.2k views
    • 
    • Belgarath
    • October 30, 2006

44. Catchup Contributions - "Plan Imposed Limit"

    By ERISA1, October 30, 2006
    • 0 replies
    • 1.6k views
    • 
    • ERISA1
    • October 30, 2006

45. Adopting Employer

    By Guest lswhittle, October 26, 2006
    • 3 replies
    • 4k views
    • 
    • Guest
    • October 30, 2006

46. Excluding Partners

    By Guest moltengater, October 27, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 29, 2006

47. Match Formula

    By Guest DTromb, October 27, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 28, 2006

48. Selective use of last day requirement

    By Guest Dave Peckham, October 28, 2006
    • 1 reply
    • 1.6k views
    • 
    • austin3515
    • October 28, 2006

49. Increasing Tiered Matches

    By Guest JimmyG, October 24, 2006
    • 4 replies
    • 2k views
    • 
    • RCK
    • October 28, 2006

50. Termination vs. merger

    By chris, October 26, 2006
    • 15 replies
    • 5.5k views
    • 
    • Guest
    • October 27, 2006