401(k) Plans

19,490 topics in this forum

1. compensation ratio test failure

   By Guest Moira, December 8, 2006
   • 4 replies
   • 2.3k views
   • 
   • Guest
   • December 13, 2006

2. True Up Matching Contributions

   By J. Bringhurst, December 12, 2006
   • 4 replies
   • 2k views
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   • J. Bringhurst
   • December 13, 2006

3. RMD to Beneficiaries after Death of Participant

   By Guest Twinky, December 12, 2006
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • December 12, 2006

4. How long can they put me off on 401k death benefits?

   By Guest dulan, November 20, 2006
   • 12 replies
   • 11.1k views
   • 
   • Just Me
   • December 12, 2006

5. Off calendar year limits

   By CJS07, December 11, 2006
   • 2 replies
   • 4.9k views
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   • Tom Poje
   • December 11, 2006

6. Owner opt out of receiving 401(a)?

   By Guest jusducki, December 11, 2006
   • 3 replies
   • 1.6k views
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   • Belgarath
   • December 11, 2006

7. Employer Stock Diversification Notice

   By Guest ak, December 11, 2006
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • December 11, 2006

8. 27 Reasons to use current year testing

   By Guest Tbrown, May 12, 2004
   • 12 replies
   • 2.8k views
   • 
   • Kirk Maldonado
   • December 11, 2006

9. 401(k) Catch-Up Fiscal Year Plan

   By Guest geschaft, December 8, 2006
   • 1 reply
   • 1.7k views
   • 
   • Mike Preston
   • December 10, 2006

10. Compensation for ADP Test for new 401k

    By Guest CSTS, October 27, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 10, 2006

11. Annual Retirement Plan Reivew

    By mlp0816, December 9, 2006
    • 0 replies
    • 1.1k views
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    • mlp0816
    • December 9, 2006

12. Distribution

    By waid10, December 8, 2006
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • December 8, 2006

13. Final 401(k) amendment for terminated plans

    By AlbanyConsultant, December 8, 2006
    • 1 reply
    • 1.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 8, 2006

14. RFP

    By SMB, December 8, 2006
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • December 8, 2006

15. safe harbor - vesting on 5th and 6th%?

    By EGB, December 5, 2006
    • 10 replies
    • 2.1k views
    • 
    • John Feldt ERPA CPC QPA
    • December 8, 2006

16. Limiting investment in Employer Stock

    By Guest justbetmd, December 7, 2006
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • December 8, 2006

17. Can a company announce a 401k Safe Harbor change and then abandon the change the next day?

    By Guest helcul, December 4, 2006
    • 9 replies
    • 2.8k views
    • 
    • Guest
    • December 7, 2006

18. Vesting changes

    By Guest Wolves1962, December 7, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 7, 2006

19. electronic 401(k) enrollment

    By lexi, December 5, 2006
    • 8 replies
    • 1.6k views
    • 
    • RCK
    • December 7, 2006

20. Affiliated service group?

    By PMC, November 30, 2006
    • 5 replies
    • 3.3k views
    • 
    • Belgarath
    • December 7, 2006

21. control group . . . plans the same?

    By Guest insurancelaw, December 2, 2006
    • 4 replies
    • 1.5k views
    • 
    • ak2ary
    • December 6, 2006

22. Safe Harbor Match only to NHCEs?

    By CAR, November 30, 2006
    • 8 replies
    • 2.7k views
    • 
    • CAR
    • December 6, 2006

23. Controlled Group Member Fails Coverage

    By Randy Watson, December 5, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • December 6, 2006

24. Top Heavy & Safe Harbor

    By Guest bac, December 5, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • December 5, 2006

25. employer accidentally turned off EE contribution

    By Guest fcdeacy, December 5, 2006
    • 2 replies
    • 1.3k views
    • 
    • 401_4_ever
    • December 5, 2006

26. Controlled Group - ADP Testing

    By Guest benefitsgirl, December 5, 2006
    • 0 replies
    • 1k views
    • 
    • Guest
    • December 5, 2006

27. PPA Vesting Notice Requirement

    By BeanCounterBlues, December 4, 2006
    • 5 replies
    • 2.7k views
    • 
    • BeanCounterBlues
    • December 5, 2006

28. 401k Million Dollars

    By Guest scarletrose, December 4, 2006
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • December 4, 2006

29. PPA

    By Guest Wolves1962, November 29, 2006
    • 9 replies
    • 2.3k views
    • 
    • John Feldt ERPA CPC QPA
    • December 4, 2006

30. Safe Harbor Notice

    By Guest mrjones, December 2, 2006
    • 2 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • December 4, 2006

31. QJSA removed from document

    By wsp, November 29, 2006
    • 5 replies
    • 1.8k views
    • 
    • Kevin C
    • December 1, 2006

32. 401k Qualification/Passive Income Only

    By Guest John Comelately, November 30, 2006
    • 6 replies
    • 3.7k views
    • 
    • namealreadyinuse
    • December 1, 2006

33. contributions and excise tax

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

34. follow up to excise question

    By lexi, December 1, 2006
    • 4 replies
    • 1.2k views
    • 
    • lexi
    • December 1, 2006

35. CATCH UP & 415

    By Guest Rutager, November 30, 2006
    • 6 replies
    • 2.7k views
    • 
    • WDIK
    • December 1, 2006

36. Owner dies - Child still HCE?

    By Guest Tbrown, November 30, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • November 30, 2006

37. Diversification Notice

    By PMC, November 17, 2006
    • 8 replies
    • 2.2k views
    • 
    • blue
    • November 30, 2006

38. auto enrollment

    By pmacduff, November 27, 2006
    • 6 replies
    • 1.9k views
    • 
    • stephen
    • November 30, 2006

39. Termination of 401k

    By chris, November 29, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • November 30, 2006

40. PPA Notice of Right to Defer/consequences

    By Guest IRISH79, November 30, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 30, 2006

41. Trust to Trust Transfers

    By Guest Julie, November 29, 2006
    • 4 replies
    • 4.7k views
    • 
    • Guest
    • November 30, 2006

42. Separate Catch up election required?

    By Guest jefe96, November 29, 2006
    • 3 replies
    • 2.9k views
    • 
    • Bird
    • November 30, 2006

43. Max defined cont plan

    By Moe Howard, November 29, 2006
    • 5 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • November 29, 2006

44. Former Key Employee question

    By BG5150, November 29, 2006
    • 1 reply
    • 2.5k views
    • 
    • stephen
    • November 29, 2006

45. Charitable IRA contributions

    By lexi, September 28, 2006
    • 8 replies
    • 2.9k views
    • 
    • Guest
    • November 28, 2006

46. component plans

    By Guest gsi miami, November 28, 2006
    • 2 replies
    • 1.2k views
    • 
    • AndyH
    • November 28, 2006

47. Safe Harbor Plan Amendment

    By buckaroo, November 27, 2006
    • 3 replies
    • 1.1k views
    • 
    • stephen
    • November 28, 2006

48. Maximum contributions to multiple accounts

    By Guest barryfz, November 26, 2006
    • 1 reply
    • 1.3k views
    • 
    • txdd
    • November 27, 2006

49. Contributions after age 70 1/2 for owner

    By Guest JimmyG, November 22, 2006
    • 1 reply
    • 3.6k views
    • 
    • thepensionmaven
    • November 23, 2006

50. Safe Harbor Notice

    By Guest Xiomara914, November 17, 2006
    • 7 replies
    • 3.6k views
    • 
    • Bird
    • November 22, 2006