401(k) Plans

19,413 topics in this forum

1. Vesting and Withdrawal provisions in Safe Harbor Notice

   By Peanut Butter Man, October 10, 2006
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • October 11, 2006

2. ADP/ACP testing

   By betheeg, October 5, 2006
   • 8 replies
   • 3.8k views
   • 
   • Tom Poje
   • October 11, 2006

3. Vesting Requirements

   By Guest sharrel4238, October 10, 2006
   • 2 replies
   • 1.8k views
   • 
   • PLAN MAN
   • October 10, 2006

4. IRS Audit: Agreement to Transfer 401k to 457(b)

   By Guest JRawls, October 10, 2006
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • October 10, 2006

5. Proposed 415 Regulations

   By Randy Watson, October 9, 2006
   • 0 replies
   • 1.1k views
   • 
   • Randy Watson
   • October 9, 2006

6. Automatic Enrollment and Default Investments

   By bzorc, October 9, 2006
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • October 9, 2006

7. 401(k) spinoff/plan termination

   By lexi, October 9, 2006
   • 1 reply
   • 1.8k views
   • 
   • david rigby
   • October 9, 2006

8. Safe Harbor Plan with additional non- safe harbor Match

   By PMC, October 9, 2006
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • October 9, 2006

9. Changes to Safe Harbor Match Formula

   By Guest Cheri_Rose, October 6, 2006
   • 3 replies
   • 1.3k views
   • 
   • blue
   • October 7, 2006

10. Automatic Enrollment

    By Guest SHM, October 6, 2006
    • 1 reply
    • 1.4k views
    • 
    • RCK
    • October 7, 2006

11. Plan Termination?

    By wsp, October 4, 2006
    • 7 replies
    • 2.4k views
    • 
    • david rigby
    • October 6, 2006

12. Annual notice for automatic enroolment

    By blue, October 5, 2006
    • 0 replies
    • 1.3k views
    • 
    • blue
    • October 5, 2006

13. Cost Basis - Stock - Unitized Fund

    By CO Bank, October 5, 2006
    • 0 replies
    • 2.7k views
    • 
    • CO Bank
    • October 5, 2006

14. PPA 2006 - Diversification of Employer Securities

    By Guest grazetti, October 4, 2006
    • 3 replies
    • 1.6k views
    • 
    • FormsRstillmylife
    • October 5, 2006

15. Tax Savings Calculator

    By Guest MikeD, October 3, 2006
    • 5 replies
    • 1.8k views
    • 
    • austin3515
    • October 5, 2006

16. Match that increases as participant gets older?

    By jkharvey, October 5, 2006
    • 1 reply
    • 1.1k views
    • 
    • Dan
    • October 5, 2006

17. Blackout Notice and transfer question

    By wsp, October 2, 2006
    • 2 replies
    • 1.7k views
    • 
    • wsp
    • October 4, 2006

18. I'm stumped

    By Tom Poje, October 3, 2006
    • 6 replies
    • 1.8k views
    • 
    • BG5150
    • October 4, 2006

19. Excess Contribution question

    By fiona1, October 3, 2006
    • 3 replies
    • 1.5k views
    • 
    • BG5150
    • October 4, 2006

20. Eligibility Issue

    By Guest padmin, October 2, 2006
    • 4 replies
    • 1.7k views
    • 
    • austin3515
    • October 2, 2006

21. PPA 2006 - In-service withdrawals at 62

    By PMC, October 2, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • October 2, 2006

22. Delivery of SAR's

    By cripp12, September 21, 2006
    • 3 replies
    • 2.1k views
    • 
    • Bird
    • September 30, 2006

23. eligibility

    By Guest RJF, September 30, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 30, 2006

24. Bonding Requirements

    By Guest Thornton, September 29, 2006
    • 4 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 29, 2006

25. H2B Workers

    By Guest Thornton, September 27, 2006
    • 4 replies
    • 5.4k views
    • 
    • Guest
    • September 29, 2006

26. Failure to make SH contribution

    By Guest DazedAndConfused, September 29, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 29, 2006

27. 401(k) distributions

    By Guest Michele Silverman, September 28, 2006
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • September 29, 2006

28. Roth 401(k) Contributions

    By Guest Tad77, September 28, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • September 29, 2006

29. plan expenses

    By Guest Betsy Oakey, September 28, 2006
    • 8 replies
    • 1.7k views
    • 
    • SteveH
    • September 28, 2006

30. Safe Harbor auto enrollment

    By Guest TrustMe401k, September 28, 2006
    • 2 replies
    • 1.6k views
    • 
    • four01kman
    • September 28, 2006

31. PPA Vesting Rules

    By davef, September 27, 2006
    • 2 replies
    • 2.2k views
    • 
    • namealreadyinuse
    • September 28, 2006

32. Safe Harbor Plans

    By Guest zora, September 27, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 27, 2006

33. Auto Enrollment

    By Guest Day Erisa72, September 27, 2006
    • 0 replies
    • 1k views
    • 
    • Guest
    • September 27, 2006

34. Relius Software

    By fiona1, September 27, 2006
    • 2 replies
    • 1.4k views
    • 
    • fiona1
    • September 27, 2006

35. match contribution for auto enroll

    By Santo Gold, September 26, 2006
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • September 26, 2006

36. USERRA ?

    By Guest fcdeacy, September 26, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 26, 2006

37. This is a difficult 401(k) plan

    By SteveH, September 19, 2006
    • 15 replies
    • 2.8k views
    • 
    • BG5150
    • September 26, 2006

38. Final 401(k)/401(m) Regulations Amendment

    By Guest ebs24502, September 26, 2006
    • 1 reply
    • 1.9k views
    • 
    • namealreadyinuse
    • September 26, 2006

39. 2006 1099R

    By blue, September 25, 2006
    • 3 replies
    • 2.9k views
    • 
    • Leopurrd
    • September 26, 2006

40. Qualified Disclaimer

    By Guest ebs24502, September 25, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • September 26, 2006

41. Defined Contribution Plan

    By Guest cconnell, September 25, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 25, 2006

42. Safe harbor match withdrawal restrictions

    By PAL, September 25, 2006
    • 2 replies
    • 2.9k views
    • 
    • Tom Poje
    • September 25, 2006

43. Can safe harbor contributions be turned off/on, year to year?

    By Santo Gold, September 24, 2006
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • September 25, 2006

44. 401k deposit timeliness

    By Santo Gold, September 22, 2006
    • 8 replies
    • 3.9k views
    • 
    • austin3515
    • September 24, 2006

45. employer mistakes/mixups

    By lexi, September 22, 2006
    • 9 replies
    • 2.3k views
    • 
    • Jim Chad
    • September 23, 2006

46. 5% reportable transaction

    By wsp, September 20, 2006
    • 5 replies
    • 6.4k views
    • 
    • wsp
    • September 22, 2006

47. Eligibility

    By Guest jetfaninmn, September 22, 2006
    • 4 replies
    • 1.4k views
    • 
    • PLAN MAN
    • September 22, 2006

48. Safe Harbor Notice Requirement

    By Guest justbetmd, September 21, 2006
    • 2 replies
    • 2.7k views
    • 
    • Kevin C
    • September 22, 2006

49. Forming a Multiple Emloyer Plan

    By Guest djw, September 21, 2006
    • 11 replies
    • 2.4k views
    • 
    • Guest
    • September 21, 2006

50. Trying to exclude seasonal employees

    By PMC, September 21, 2006
    • 7 replies
    • 2.4k views
    • 
    • Kevin C
    • September 21, 2006