401(k) Plans

19,275 topics in this forum

1. Incorrect HCE Match

   By Guest padmin, June 29, 2006
   • 1 reply
   • 1.3k views
   • 
   • Nate X
   • July 3, 2006

2. Contribution in year of termination

   By Guest esi-jht, June 29, 2006
   • 8 replies
   • 2.2k views
   • 
   • Locust
   • July 3, 2006

3. Match deposited timely but not allocated timely

   By Guest notapensiongeek, June 28, 2006
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • June 29, 2006

4. Administrative Fees

   By Guest cconnell, June 28, 2006
   • 2 replies
   • 1.4k views
   • 
   • JanetM
   • June 28, 2006

5. Employee Exclusion

   By Guest moltengater, June 28, 2006
   • 1 reply
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • June 29, 2006

6. No named trustee

   By Guest babs51, June 26, 2006
   • 5 replies
   • 1.4k views
   • 
   • Guest
   • June 27, 2006

7. 401(k) Plan Termination

   By Guest jetfaninmn, June 26, 2006
   • 3 replies
   • 1.2k views
   • 
   • Bird
   • June 26, 2006

8. plan termination & qualifying employer security

   By lexi, June 26, 2006
   • 4 replies
   • 1.4k views
   • 
   • Locust
   • June 27, 2006

9. Multiple Employer Deferral Deposit Timing

   By Below Ground, June 23, 2006
   • 18 replies
   • 2.6k views
   • 
   • WDIK
   • June 29, 2006

10. Allocation of Class Action Recovery

    By RCK, June 23, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • June 24, 2006

11. timing of 401k deposits

    By pmacduff, June 23, 2006
    • 7 replies
    • 4.3k views
    • 
    • Mike Preston
    • June 26, 2006

12. Tips and Deferrals

    By Randy Watson, June 22, 2006
    • 5 replies
    • 3.9k views
    • 
    • MWeddell
    • December 21, 2009

13. VCP - plan never adopted

    By Guest sfatty, June 22, 2006
    • 3 replies
    • 1.7k views
    • 
    • Ron Snyder
    • June 23, 2006

14. after tax contributions

    By Guest lskin, June 21, 2006
    • 6 replies
    • 1.7k views
    • 
    • RTK
    • June 28, 2006

15. Employer Contributions

    By MARYMM, June 21, 2006
    • 9 replies
    • 2.4k views
    • 
    • austin3515
    • June 22, 2006

16. Compensation used for Safe Harbor

    By Guest allyson, June 21, 2006
    • 4 replies
    • 1.4k views
    • 
    • Archimage
    • June 21, 2006

17. Roth (in Relius)

    By Guest Chicchica, June 20, 2006
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 20, 2006

18. SH Regs

    By K-t-F, June 20, 2006
    • 2 replies
    • 1.2k views
    • 
    • K-t-F
    • June 20, 2006

19. Rolling MP $ into PSP

    By doombuggy, June 19, 2006
    • 6 replies
    • 1.7k views
    • 
    • JanetM
    • June 20, 2006

20. DOL Calculator w/o VFCP Filing

    By austin3515, June 19, 2006
    • 6 replies
    • 2.5k views
    • 
    • austin3515
    • June 28, 2006

21. 402 (G) limit for 2007

    By doombuggy, June 16, 2006
    • 6 replies
    • 3.1k views
    • 
    • KTB
    • October 11, 2006

22. Financial Advisor requirement

    By wsp, June 15, 2006
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • June 20, 2006

23. UBTI - Paid by Earmarked Account?

    By Guest notapensiongeek, June 15, 2006
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • June 15, 2006

24. Employee Deferrals incorrectly invested

    By Guest stevena1, June 15, 2006
    • 8 replies
    • 2k views
    • 
    • Dan
    • June 23, 2006

25. What will they think of next?

    By Santo Gold, June 14, 2006
    • 5 replies
    • 1.5k views
    • 
    • austin3515
    • June 15, 2006

26. Match Reduces Flex Dollars

    By Guest mrjones, June 14, 2006
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • June 14, 2006

27. Eligibility for laidoff employee

    By Guest JohnSB, June 13, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • June 13, 2006

28. Union then management, hours to count

    By K-t-F, June 12, 2006
    • 5 replies
    • 1.5k views
    • 
    • J2D2
    • June 12, 2006

29. 12b-1's

    By wsp, June 8, 2006
    • 5 replies
    • 1.8k views
    • 
    • BG5150
    • June 10, 2006

30. Top Heavy

    By Jilliandiz, June 8, 2006
    • 6 replies
    • 1.4k views
    • 
    • K-t-F
    • June 13, 2006

31. Changing Matching Contribution Rate

    By Below Ground, June 8, 2006
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • June 8, 2006

32. aggregating plans for testing

    By Santo Gold, June 7, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • June 8, 2006

33. Plan continuation?

    By Guest Moira, June 7, 2006
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • June 14, 2006

34. Safe Harbor Plans - ADP/ACP Testing Method

    By Leopurrd, June 7, 2006
    • 11 replies
    • 4.6k views
    • 
    • Guest
    • June 19, 2006

35. Audit Requirements

    By Jilliandiz, June 6, 2006
    • 3 replies
    • 1.4k views
    • 
    • Nate X
    • June 6, 2006

36. Compliance Testing

    By Guest AlanB, June 6, 2006
    • 26 replies
    • 4.7k views
    • 
    • Mike Preston
    • June 13, 2006

37. Immediate 401(k) entry, but 1 year wait for s/h match?

    By Santo Gold, June 6, 2006
    • 11 replies
    • 4.3k views
    • 
    • Kevin C
    • June 12, 2006

38. Starting 401(k) mid year, with BOY effective date

    By Santo Gold, June 5, 2006
    • 12 replies
    • 5.2k views
    • 
    • WDIK
    • June 14, 2006

39. Excluding union employees from a 401(k)

    By betheeg, June 5, 2006
    • 5 replies
    • 7k views
    • 
    • JanetM
    • June 5, 2006

40. Terminating plan missing SH contrib

    By TBob, June 2, 2006
    • 5 replies
    • 1.4k views
    • 
    • TBob
    • June 5, 2006

41. Split Plan to Avoid 5500 Audit

    By BeanCounterBlues, May 31, 2006
    • 7 replies
    • 4.5k views
    • 
    • jpod
    • June 1, 2006

42. Foreign Company 401(k)

    By Guest Green92, May 31, 2006
    • 5 replies
    • 4.2k views
    • 
    • 401k IA
    • June 4, 2019

43. Safe Harbor Plan Design

    By wsp, May 30, 2006
    • 2 replies
    • 1.3k views
    • 
    • wsp
    • May 30, 2006

44. blank 2005 5500

    By austin3515, May 30, 2006
    • 10 replies
    • 2.2k views
    • 
    • austin3515
    • June 2, 2006

45. Deadline for swithcing to current year testing

    By JButtrick, May 30, 2006
    • 3 replies
    • 1.5k views
    • 
    • Nate X
    • June 6, 2006

46. Self Employed

    By Randy Watson, May 26, 2006
    • 7 replies
    • 1.7k views
    • 
    • Belgarath
    • June 7, 2006

47. Walmartization of 401(k) Plans

    By Locust, May 26, 2006
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • June 3, 2006

48. Stopping all 401(k) contributions temporarily

    By Santo Gold, May 26, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 2006

49. Inquiring minds.....

    By Guest SWH, May 25, 2006
    • 10 replies
    • 2.3k views
    • 
    • E as in ERISA
    • June 21, 2006

50. Another Catch-up Qt (fiscal year)

    By Guest mab, May 25, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 2006