401(k) Plans

19,337 topics in this forum

1. Ineligible employee deferred in 2005

   By Jim Chad, September 1, 2006
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • September 13, 2006

2. Bottom up QNEC guidence

   By Guest cohenron, March 3, 2004
   • 9 replies
   • 2.9k views
   • 
   • austin3515
   • September 13, 2006

3. new Safe Harbor Plan

   By Guest p051, September 12, 2006
   • 2 replies
   • 1.3k views
   • 
   • SteveH
   • September 12, 2006

4. Status change

   By Guest lindamichals, September 11, 2006
   • 2 replies
   • 1.2k views
   • 
   • RTK
   • September 12, 2006

5. Benefits, rights and features

   By Randy Watson, September 11, 2006
   • 8 replies
   • 2k views
   • 
   • Randy Watson
   • September 12, 2006

6. Annuity Option Language in 401(k) Plan

   By rocknrolls2, September 8, 2006
   • 1 reply
   • 1.2k views
   • 
   • Bird
   • September 8, 2006

7. New Diverstification Rules Under PPA 2006

   By Guest gaham, September 8, 2006
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • September 8, 2006

8. Two 415 limits?

   By K-t-F, September 7, 2006
   • 2 replies
   • 1.3k views
   • 
   • K-t-F
   • September 7, 2006

9. illegal participants

   By Guest Betsy Oakey, September 1, 2006
   • 13 replies
   • 2.2k views
   • 
   • Guest
   • September 7, 2006

10. Discretionary matching contributions

    By Guest Roger K., September 5, 2006
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • September 6, 2006

11. Conrolled Group - Excluded MemberPlan design – 12/31 PYE, DF & MT (no hours or EOY requirements), 21 & l YOS, enter semiannually.

    By blue, September 6, 2006
    • 0 replies
    • 1.1k views
    • 
    • blue
    • September 6, 2006

12. Trust Identification Numbers

    By BG5150, September 5, 2006
    • 2 replies
    • 1.5k views
    • 
    • rcline46
    • September 6, 2006

13. Multiple Plans and Plan Year Limits

    By Guest Mad_Tony, September 5, 2006
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 5, 2006

14. Separate plans of the same employer passing 410(b)

    By Guest Gompers, September 5, 2006
    • 0 replies
    • 999 views
    • 
    • Guest
    • September 5, 2006

15. 18 Month Permissive Disaggregation

    By RCK, September 1, 2006
    • 6 replies
    • 4.6k views
    • 
    • austin3515
    • September 5, 2006

16. Automatic Contribution Escalation

    By PMC, August 18, 2006
    • 3 replies
    • 1.7k views
    • 
    • PMC
    • September 5, 2006

17. Top Heavy Safe Harbor

    By Guest WWPDRC, September 2, 2006
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • September 5, 2006

18. profit sharing scenario

    By wsp, August 25, 2006
    • 7 replies
    • 2k views
    • 
    • Guest
    • September 5, 2006

19. Deferral question

    By Guest ebs24502, September 1, 2006
    • 2 replies
    • 1.2k views
    • 
    • namealreadyinuse
    • September 1, 2006

20. How do you deal with affiliated employers?

    By SteveH, August 31, 2006
    • 5 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 1, 2006

21. Controlled group & successor plan

    By Trekker, September 1, 2006
    • 0 replies
    • 1.4k views
    • 
    • Trekker
    • September 1, 2006

22. Employer Contribution

    By Guest 401kadmin, August 28, 2006
    • 12 replies
    • 2.4k views
    • 
    • Bird
    • September 1, 2006

23. Forfeiture erroneously not reallocated

    By Guest Sponias, August 31, 2006
    • 1 reply
    • 1.3k views
    • 
    • Ron Snyder
    • September 1, 2006

24. Lost Earnings in Segregated Broker Accounts

    By Guest 401KAmerica, August 31, 2006
    • 1 reply
    • 1.3k views
    • 
    • JanetM
    • August 31, 2006

25. Non-deductible deferrals

    By Guest dhall5, August 31, 2006
    • 3 replies
    • 1.3k views
    • 
    • Sully
    • August 31, 2006

26. Ineligible after-tax contributions

    By Guest jim williams, August 30, 2006
    • 1 reply
    • 1.1k views
    • 
    • Jim Chad
    • August 31, 2006

27. change vesting

    By Guest Moira, August 29, 2006
    • 5 replies
    • 1.7k views
    • 
    • PMC
    • August 30, 2006

28. NUA and lump sum distributions

    By Guest Learner, April 20, 2006
    • 13 replies
    • 7.9k views
    • 
    • Guest
    • August 29, 2006

29. Adding safe harbor mid-year; 3% Nonelective based on full year comp?

    By Brenda Wren, August 28, 2006
    • 1 reply
    • 1.8k views
    • 
    • austin3515
    • August 28, 2006

30. Buying/Selling TPA

    By Guest kencarroll, August 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • August 28, 2006

31. Final regs clarification

    By LIBERTYKID, August 28, 2006
    • 2 replies
    • 1.6k views
    • 
    • jpod
    • August 28, 2006

32. 401(k)/Profit Sharing Contributions

    By Randy Watson, August 24, 2006
    • 7 replies
    • 2.1k views
    • 
    • Randy Watson
    • August 25, 2006

33. New 401k plan, funds not being deposited into account

    By Guest ironhead1230, August 25, 2006
    • 1 reply
    • 2.9k views
    • 
    • wsp
    • August 25, 2006

34. Flat Dollar 401(k)

    By Guest moltengater, August 25, 2006
    • 1 reply
    • 8k views
    • 
    • wsp
    • August 25, 2006

35. Safe Harbor and top heavy free ride

    By Tom Poje, July 24, 2006
    • 7 replies
    • 2.6k views
    • 
    • Tom Poje
    • August 25, 2006

36. Prepaid elective deferrals

    By Guest esi-jht, August 22, 2006
    • 12 replies
    • 2.8k views
    • 
    • GBurns
    • August 25, 2006

37. Mandatory Discontinuance of 401(k) Deferrals

    By Guest Ira Hayes, August 23, 2006
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • August 23, 2006

38. Adding 401(k)/Safe Harbor provisions

    By Guest perplexedbypensions, August 23, 2006
    • 1 reply
    • 1.6k views
    • 
    • commishvp
    • August 23, 2006

39. 2007 Cost of Living Increases

    By Guest Powers, August 22, 2006
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • August 23, 2006

40. SIMPLE IRA and 401(k) in a Controlled Group

    By CTipper, August 22, 2006
    • 0 replies
    • 1.2k views
    • 
    • CTipper
    • August 22, 2006

41. DOL Audits/Company Stock

    By Guest erisafried, August 19, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 22, 2006

42. Puerto Rico Fidelity Bond

    By austin3515, August 21, 2006
    • 0 replies
    • 1.3k views
    • 
    • austin3515
    • August 21, 2006

43. Participant Audit Guidelines

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

44. safe harbor match used to satisfy top heavy

    By Trekker, August 18, 2006
    • 3 replies
    • 4.1k views
    • 
    • Tom Poje
    • August 21, 2006

45. Automatic Rollovers

    By Kevin01, August 18, 2006
    • 0 replies
    • 1.2k views
    • 
    • Kevin01
    • August 18, 2006

46. Control Group Multiple Plans

    By Guest padmin, August 18, 2006
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • August 18, 2006

47. Crediting Service for Rehires with no records of prior employment

    By Guest DLD7575, August 17, 2006
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • August 18, 2006

48. Plan design question

    By SteveH, August 17, 2006
    • 6 replies
    • 1.5k views
    • 
    • QDROphile
    • August 18, 2006

49. 401(k) Spousal Consent Question

    By Guest arocket, August 17, 2006
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • August 18, 2006

50. prevailing wage

    By Guest moltengater, August 16, 2006
    • 1 reply
    • 1.4k views
    • 
    • A Shot in the Dark
    • August 17, 2006