401(k) Plans

19,534 topics in this forum

1. Employer Stock Diversification Notice

   By Guest ak, December 11, 2006
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • December 11, 2006

2. 27 Reasons to use current year testing

   By Guest Tbrown, May 12, 2004
   • 12 replies
   • 3k views
   • 
   • Kirk Maldonado
   • December 11, 2006

3. 401(k) Catch-Up Fiscal Year Plan

   By Guest geschaft, December 8, 2006
   • 1 reply
   • 1.9k views
   • 
   • Mike Preston
   • December 10, 2006

4. Compensation for ADP Test for new 401k

   By Guest CSTS, October 27, 2006
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • December 10, 2006

5. Annual Retirement Plan Reivew

   By mlp0816, December 9, 2006
   • 0 replies
   • 1.2k views
   • 
   • mlp0816
   • December 9, 2006

6. Distribution

   By waid10, December 8, 2006
   • 1 reply
   • 1.5k views
   • 
   • QDROphile
   • December 8, 2006

7. Final 401(k) amendment for terminated plans

   By AlbanyConsultant, December 8, 2006
   • 1 reply
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • December 8, 2006

8. RFP

   By SMB, December 8, 2006
   • 1 reply
   • 1.6k views
   • 
   • david rigby
   • December 8, 2006

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

   By EGB, December 5, 2006
   • 10 replies
   • 2.3k views
   • 
   • John Feldt ERPA CPC QPA
   • December 8, 2006

10. Limiting investment in Employer Stock

    By Guest justbetmd, December 7, 2006
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • December 8, 2006

11. 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
    • 3k views
    • 
    • Guest
    • December 7, 2006

12. Vesting changes

    By Guest Wolves1962, December 7, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 7, 2006

13. electronic 401(k) enrollment

    By lexi, December 5, 2006
    • 8 replies
    • 2k views
    • 
    • RCK
    • December 7, 2006

14. Affiliated service group?

    By PMC, November 30, 2006
    • 5 replies
    • 3.6k views
    • 
    • Belgarath
    • December 7, 2006

15. control group . . . plans the same?

    By Guest insurancelaw, December 2, 2006
    • 4 replies
    • 1.6k views
    • 
    • ak2ary
    • December 6, 2006

16. Safe Harbor Match only to NHCEs?

    By CAR, November 30, 2006
    • 8 replies
    • 2.9k views
    • 
    • CAR
    • December 6, 2006

17. Controlled Group Member Fails Coverage

    By Randy Watson, December 5, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 6, 2006

18. Top Heavy & Safe Harbor

    By Guest bac, December 5, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • December 5, 2006

19. employer accidentally turned off EE contribution

    By Guest fcdeacy, December 5, 2006
    • 2 replies
    • 1.4k views
    • 
    • 401_4_ever
    • December 5, 2006

20. Controlled Group - ADP Testing

    By Guest benefitsgirl, December 5, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 5, 2006

21. PPA Vesting Notice Requirement

    By BeanCounterBlues, December 4, 2006
    • 5 replies
    • 2.9k views
    • 
    • BeanCounterBlues
    • December 5, 2006

22. 401k Million Dollars

    By Guest scarletrose, December 4, 2006
    • 1 reply
    • 1.5k views
    • 
    • JanetM
    • December 4, 2006

23. PPA

    By Guest Wolves1962, November 29, 2006
    • 9 replies
    • 2.5k views
    • 
    • John Feldt ERPA CPC QPA
    • December 4, 2006

24. Safe Harbor Notice

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

25. QJSA removed from document

    By wsp, November 29, 2006
    • 5 replies
    • 2k views
    • 
    • Kevin C
    • December 1, 2006

26. 401k Qualification/Passive Income Only

    By Guest John Comelately, November 30, 2006
    • 6 replies
    • 3.9k views
    • 
    • namealreadyinuse
    • December 1, 2006

27. contributions and excise tax

    By lexi, December 1, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • December 1, 2006

28. follow up to excise question

    By lexi, December 1, 2006
    • 4 replies
    • 1.4k views
    • 
    • lexi
    • December 1, 2006

29. CATCH UP & 415

    By Guest Rutager, November 30, 2006
    • 6 replies
    • 2.9k views
    • 
    • WDIK
    • December 1, 2006

30. Owner dies - Child still HCE?

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

31. Diversification Notice

    By PMC, November 17, 2006
    • 8 replies
    • 2.4k views
    • 
    • blue
    • November 30, 2006

32. auto enrollment

    By pmacduff, November 27, 2006
    • 6 replies
    • 2.1k views
    • 
    • stephen
    • November 30, 2006

33. Termination of 401k

    By chris, November 29, 2006
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • November 30, 2006

34. PPA Notice of Right to Defer/consequences

    By Guest IRISH79, November 30, 2006
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 30, 2006

35. Trust to Trust Transfers

    By Guest Julie, November 29, 2006
    • 4 replies
    • 5k views
    • 
    • Guest
    • November 30, 2006

36. Separate Catch up election required?

    By Guest jefe96, November 29, 2006
    • 3 replies
    • 3.1k views
    • 
    • Bird
    • November 30, 2006

37. Max defined cont plan

    By Moe Howard, November 29, 2006
    • 5 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • November 29, 2006

38. Former Key Employee question

    By BG5150, November 29, 2006
    • 1 reply
    • 2.6k views
    • 
    • stephen
    • November 29, 2006

39. Charitable IRA contributions

    By lexi, September 28, 2006
    • 8 replies
    • 3.1k views
    • 
    • Guest
    • November 28, 2006

40. component plans

    By Guest gsi miami, November 28, 2006
    • 2 replies
    • 1.3k views
    • 
    • AndyH
    • November 28, 2006

41. Safe Harbor Plan Amendment

    By buckaroo, November 27, 2006
    • 3 replies
    • 1.3k views
    • 
    • stephen
    • November 28, 2006

42. Maximum contributions to multiple accounts

    By Guest barryfz, November 26, 2006
    • 1 reply
    • 1.4k views
    • 
    • txdd
    • November 27, 2006

43. Contributions after age 70 1/2 for owner

    By Guest JimmyG, November 22, 2006
    • 1 reply
    • 3.7k views
    • 
    • thepensionmaven
    • November 23, 2006

44. Safe Harbor Notice

    By Guest Xiomara914, November 17, 2006
    • 7 replies
    • 3.7k views
    • 
    • Bird
    • November 22, 2006

45. "minimum" Minimum Required Distrib

    By austin3515, November 20, 2006
    • 7 replies
    • 5.1k views
    • 
    • BG5150
    • November 22, 2006

46. safe harbor notice attempt in Relius

    By Tom Poje, November 20, 2006
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • November 22, 2006

47. Roth Questions

    By 401_4_ever, November 20, 2006
    • 2 replies
    • 1.9k views
    • 
    • austin3515
    • November 22, 2006

48. 2005 401k reimbursed to employee that was not eligible

    By Guest akv, November 20, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • November 20, 2006

49. Solo k Tax ID

    By Guest bouncingsoul, November 17, 2006
    • 3 replies
    • 1.5k views
    • 
    • SMB
    • November 18, 2006

50. Interest on True-Up?

    By J2D2, November 6, 2006
    • 13 replies
    • 3.7k views
    • 
    • mschwechter
    • November 17, 2006