401(k) Plans

19,321 topics in this forum

1. Subsidiary & spinoff

   By R. Butler, August 11, 2006
   • 5 replies
   • 4.7k views
   • 
   • Guest
   • August 11, 2006

2. Discretionary Match on Bonus Deferrals

   By Guest Troy S., August 11, 2006
   • 1 reply
   • 1.6k views
   • 
   • mming
   • August 11, 2006

3. off shoring data processing

   By Guest Steve1213, August 11, 2006
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • August 11, 2006

4. Employer Stalling on my Lump Sum Distrubution HELP!

   By Guest mannmiller, August 10, 2006
   • 30 replies
   • 11.2k views
   • 
   • Guest
   • August 16, 2006

5. New Plan 2005 - HCE for 2005

   By Guest sao0308, August 10, 2006
   • 1 reply
   • 1.1k views
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   • WDIK
   • August 10, 2006

6. Pension Protection Act

   By blue, August 10, 2006
   • 4 replies
   • 1.3k views
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   • Belgarath
   • August 11, 2006

7. beneficiary form after divorce

   By Guest alabama, August 10, 2006
   • 4 replies
   • 1.8k views
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   • Kirk Maldonado
   • August 10, 2006

8. Safe Harbor 401(k) Doc issue

   By goldtpa, August 10, 2006
   • 8 replies
   • 2.5k views
   • 
   • Tom Poje
   • August 15, 2006

9. alternatives to Relius Administration

   By Guest Thomas@GDS, August 10, 2006
   • 4 replies
   • 2.5k views
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   • Guest
   • August 10, 2006

10. Employee Continued to Defer after Hardship Dist

    By sdix401k, August 9, 2006
    • 1 reply
    • 1.2k views
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    • WDIK
    • August 9, 2006

11. One limit, 2 employers?

    By Guest Drumsnwhistles, August 9, 2006
    • 4 replies
    • 1.5k views
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    • Belgarath
    • August 9, 2006

12. Employer Contribution Submissions

    By Guest asitan, August 8, 2006
    • 4 replies
    • 1.7k views
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    • Jim Chad
    • August 9, 2006

13. 401(k) for 501(c)(3)'s with possible Controlled Group

    By John Feldt ERPA CPC QPA, August 8, 2006
    • 2 replies
    • 1.8k views
    • 
    • John Feldt ERPA CPC QPA
    • August 10, 2006

14. Canadian Citizen

    By Guest moltengater, August 8, 2006
    • 3 replies
    • 2.1k views
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    • A Shot in the Dark
    • August 8, 2006

15. Participant Audit Guidelines

    By Guest Jason_V, August 8, 2006
    • 12 replies
    • 2.9k views
    • 
    • Guest
    • August 21, 2006

16. Outstanding Distribution Checks

    By Guest Cheri_Rose, August 7, 2006
    • 9 replies
    • 5.7k views
    • 
    • Guest
    • August 11, 2006

17. Missed Employer Contributions

    By MBCarey, August 7, 2006
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • August 7, 2006

18. merger of safe harbor 401(k)'s

    By R. Butler, August 7, 2006
    • 6 replies
    • 2.2k views
    • 
    • Tom Poje
    • August 8, 2006

19. New Plan After Termination

    By DTH, August 4, 2006
    • 1 reply
    • 1k views
    • 
    • Guest
    • August 4, 2006

20. Annual addition help

    By SteveH, August 4, 2006
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • August 4, 2006

21. Service based allocation

    By Guest Moira, August 4, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • August 7, 2006

22. Excluding Spouse Business in Controlled Group Situation

    By Guest bouncingsoul, August 4, 2006
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • August 4, 2006

23. Catch-up cont only?

    By Guest DazedAndConfused, August 4, 2006
    • 8 replies
    • 2.3k views
    • 
    • stephen
    • August 10, 2006

24. extra contributions

    By eilano, August 3, 2006
    • 1 reply
    • 1.3k views
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    • Archimage
    • August 4, 2006

25. Non-calendar year plan issues

    By smm, August 3, 2006
    • 0 replies
    • 1.3k views
    • 
    • smm
    • August 3, 2006

26. Roth 401(k) Rollover to Roth IRA

    By Guest NeophiteTPA, August 3, 2006
    • 5 replies
    • 2.6k views
    • 
    • Bird
    • August 4, 2006

27. Compensation in Foreign Currency

    By Guest Iwonder, August 2, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 3, 2006

28. loan repayment

    By Guest Nini, August 2, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 2, 2006

29. 401k SH plan with fixed match and LD Rule

    By Guest mainer, August 2, 2006
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 2, 2006

30. Top Heavy Safe Harbor 401(k)

    By Guest Robk, August 2, 2006
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • August 2, 2006

31. Employer Security

    By lexi, August 2, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • August 2, 2006

32. Single Participant Profit Sharing Plan

    By MBCarey, August 2, 2006
    • 1 reply
    • 1.2k views
    • 
    • Leopurrd
    • August 2, 2006

33. Current availability test

    By Guest dietpepsi, August 2, 2006
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • August 3, 2006

34. Entry Date for Short Plan Year

    By Guest esi-jht, August 2, 2006
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • August 2, 2006

35. Changing Eligibility in a SH 401(k) Plan

    By Blinky the 3-eyed Fish, August 1, 2006
    • 4 replies
    • 3.8k views
    • 
    • austin3515
    • August 4, 2006

36. 401k leads

    By Guest Aggie, August 1, 2006
    • 1 reply
    • 1.8k views
    • 
    • GBurns
    • August 2, 2006

37. Discriminatory Timing of Amendment

    By jpod, August 1, 2006
    • 0 replies
    • 1.3k views
    • 
    • jpod
    • August 1, 2006

38. 401(k) Plan and Sole Proprietor

    By bzorc, August 1, 2006
    • 8 replies
    • 2k views
    • 
    • Guest
    • August 2, 2006

39. Distribution form

    By Guest stevena1, August 1, 2006
    • 1 reply
    • 1.1k views
    • 
    • Beemer
    • August 2, 2006

40. Safe Harbor cont & half year comp

    By Guest DazedAndConfused, August 1, 2006
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • August 4, 2006

41. Automatic Enrollment

    By Guest Magic, August 1, 2006
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 1, 2006

42. ADP Testing And Safe Harbor Plan

    By Guest LSU1990, July 31, 2006
    • 1 reply
    • 2k views
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    • Tom Poje
    • August 1, 2006

43. Reversing a participant withdrawal request

    By Guest lbz123, July 31, 2006
    • 10 replies
    • 5.6k views
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    • JanetM
    • August 1, 2006

44. Different eligibility for deferrals and safe harbor match

    By commishvp, July 28, 2006
    • 2 replies
    • 3k views
    • 
    • Guest
    • April 7, 2007

45. Failure to process plan enrollment form

    By Guest ncterp, July 27, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 27, 2006

46. Do 401(k) deferrals count under Average Benefit Percentage Test?

    By Übernerd, July 27, 2006
    • 6 replies
    • 5.1k views
    • 
    • Übernerd
    • July 28, 2006

47. Corrected 1099s--Participant issues

    By Guest kjcurly, July 26, 2006
    • 2 replies
    • 1.8k views
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    • JanetM
    • July 28, 2006

48. Forfeitures Used to Pay Plan Expenses

    By Guest sao0308, July 26, 2006
    • 4 replies
    • 2.8k views
    • 
    • Bird
    • July 26, 2006

49. Rental property owned by plan

    By doombuggy, July 25, 2006
    • 20 replies
    • 4.9k views
    • 
    • Guest
    • July 27, 2006

50. Safe Harbor 401(k) and different eligibility requirements for hourly and salaried employees

    By Guest lawclerk, July 25, 2006
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • July 26, 2006