401(k) Plans

19,275 topics in this forum

1. Hardships protected?

   By Guest jmlumpkin, May 25, 2006
   • 2 replies
   • 1.8k views
   • 
   • Belgarath
   • May 25, 2006

2. Maximum Suspension for Hardship Distribution

   By bvhea, May 24, 2006
   • 13 replies
   • 3.4k views
   • 
   • bvhea
   • May 25, 2006

3. Mixing 401(k) Contributions and Catch-Up Contributions

   By Guest zora, May 23, 2006
   • 3 replies
   • 3.1k views
   • 
   • Mike Preston
   • May 24, 2006

4. Control Group Relationship? Family Aggragation?

   By Guest ButchElfers, May 23, 2006
   • 8 replies
   • 2.1k views
   • 
   • Guest
   • May 26, 2006

5. Stock Purchase / Terminate Seller Plan

   By Guest SWH, May 23, 2006
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • May 23, 2006

6. Late Deposits

   By Randy Watson, May 23, 2006
   • 15 replies
   • 3.6k views
   • 
   • Kirk Maldonado
   • June 14, 2006

7. Roth 401(k) / Self-Directed Brokerage Accounts

   By Gruegen, May 23, 2006
   • 2 replies
   • 2.2k views
   • 
   • Bird
   • May 23, 2006

8. Employer Tax ID for 401(k)

   By Guest bouncingsoul, May 22, 2006
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • May 22, 2006

9. Increase the Need Rule / Hardship Distributions

   By Gruegen, May 22, 2006
   • 1 reply
   • 1.2k views
   • 
   • namealreadyinuse
   • May 23, 2006

10. Noncalendar year Plan

    By Guest RJF, May 22, 2006
    • 37 replies
    • 8.2k views
    • 
    • Mike Preston
    • March 26, 2007

11. Hardship Distributions

    By Guest Newbie1, May 22, 2006
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • June 9, 2006

12. Catch-Up

    By Guest moltengater, May 19, 2006
    • 10 replies
    • 2.4k views
    • 
    • Leopurrd
    • May 22, 2006

13. Loan Repayments/Payroll Cycle Change

    By whitboston, May 19, 2006
    • 12 replies
    • 7.3k views
    • 
    • Mike Preston
    • May 19, 2006

14. State tax withholding on installment payments

    By JDuns, May 18, 2006
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • May 31, 2006

15. Early Withdrawal After Tax Credit

    By Guest jjc418, May 18, 2006
    • 1 reply
    • 1k views
    • 
    • ERISAnut
    • May 19, 2006

16. Discrimination Testing 1 2 3

    By wsp, May 17, 2006
    • 120 replies
    • 24.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 24, 2006

17. Professional Employer Organization

    By DLavigne, May 17, 2006
    • 4 replies
    • 1.6k views
    • 
    • ERISAnut
    • May 17, 2006

18. amendment of plans for the final 401(k) and removal of Safe Harbor provision

    By Guest wespac, May 17, 2006
    • 1 reply
    • 1.4k views
    • 
    • ERISAnut
    • May 17, 2006

19. Controlled Group

    By commishvp, May 17, 2006
    • 1 reply
    • 1.3k views
    • 
    • ERISAnut
    • May 17, 2006

20. Is a rollover from profit sharing plan to a SEP IRA permissable?

    By Guest Ted Kowalchuk, CFP, CFS,, May 17, 2006
    • 1 reply
    • 1.5k views
    • 
    • jevd
    • May 17, 2006

21. Am I over analyzing?

    By wsp, May 16, 2006
    • 7 replies
    • 2.4k views
    • 
    • wsp
    • May 18, 2006

22. mandatory withholding

    By Guest JohnSB, May 16, 2006
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • May 16, 2006

23. In-Service Dist a protected benefit?

    By Guest HiKidsImASrPensionAdmin, May 16, 2006
    • 4 replies
    • 3.1k views
    • 
    • ERISAnut
    • May 16, 2006

24. Compensation - Post Severance

    By PFranckowiak, May 16, 2006
    • 3 replies
    • 1.5k views
    • 
    • ERISAnut
    • May 16, 2006

25. Temporary Employees

    By Guest benefitsanalyst, May 15, 2006
    • 4 replies
    • 3.1k views
    • 
    • ERISAnut
    • May 16, 2006

26. Higher Match level for Non Highly than Highly

    By Guest padmin, May 15, 2006
    • 4 replies
    • 1.3k views
    • 
    • MWeddell
    • May 18, 2006

27. First year safe harbor 401(k) - less than 12 months

    By Santo Gold, May 12, 2006
    • 4 replies
    • 2.1k views
    • 
    • BG5150
    • May 23, 2006

28. Regarding the opinion letter issued by the DOL stating that anyone that provides 401(k) Plan participant advice is considered a Plan Fiduciary.

    By Guest DS_61427, May 11, 2006
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • May 15, 2006

29. Company purchased during the year

    By Guest Ducksoup, May 11, 2006
    • 4 replies
    • 1.1k views
    • 
    • JanetM
    • May 11, 2006

30. plan administrator suspicious

    By k man, May 11, 2006
    • 4 replies
    • 1.6k views
    • 
    • wsp
    • May 11, 2006

31. Adopt 2yr/5yr Inservice Dist. Rule for Roth Conversions

    By namealreadyinuse, May 10, 2006
    • 5 replies
    • 1.2k views
    • 
    • jevd
    • May 11, 2006

32. No Fidelity Bond for 2005

    By Guest Ted Kowalchuk, CFP, CFS,, May 10, 2006
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • May 10, 2006

33. Key Employee

    By Jilliandiz, May 10, 2006
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • May 10, 2006

34. Beneficiary Designation

    By Jilliandiz, May 10, 2006
    • 8 replies
    • 2.1k views
    • 
    • ERISAnut
    • May 10, 2006

35. 401(a)(4) Testing

    By Guest LCOLLINS, May 9, 2006
    • 8 replies
    • 2.8k views
    • 
    • Mike Preston
    • May 9, 2006

36. Flat Match

    By Guest jetfaninmn, May 9, 2006
    • 3 replies
    • 1.9k views
    • 
    • ERISAnut
    • May 10, 2006

37. Aggregating 401(k) balance with non-401(k) balance to get lower management fees

    By Guest mbg, May 9, 2006
    • 9 replies
    • 2.4k views
    • 
    • jpod
    • May 11, 2006

38. Discretionary Match

    By Guest bluesky, May 6, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 6, 2006

39. Incorrect Deferral and Matching Allocations

    By mming, May 5, 2006
    • 1 reply
    • 1.3k views
    • 
    • Nate X
    • June 14, 2006

40. Prefunded Profit Sharing in excess of allocable

    By Guest Moira, May 5, 2006
    • 2 replies
    • 1.7k views
    • 
    • Archimage
    • May 8, 2006

41. HALLELUJAH! Rev Proc 2006-27 arrives!

    By Brenda Wren, May 5, 2006
    • 7 replies
    • 2.8k views
    • 
    • Tom Poje
    • May 8, 2006

42. New 401k with existing SEP

    By Guest TrustMe401k, May 5, 2006
    • 1 reply
    • 1k views
    • 
    • Bird
    • May 5, 2006

43. Profit Sharing contribution deposited after the tax return due date

    By Guest Tammy2006, May 5, 2006
    • 7 replies
    • 3.1k views
    • 
    • Archimage
    • May 5, 2006

44. SH Match....TH pass

    By K-t-F, May 5, 2006
    • 9 replies
    • 2.2k views
    • 
    • Tom Poje
    • May 5, 2006

45. Safe Harbor Mid Year Plan Merger

    By PMC, May 3, 2006
    • 11 replies
    • 3.9k views
    • 
    • PMC
    • May 4, 2006

46. excess deferrals

    By Felicia, May 3, 2006
    • 3 replies
    • 1.7k views
    • 
    • ERISAnut
    • May 3, 2006

47. Roth 401k Qualified Distributions

    By Guest BXO, May 3, 2006
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • May 4, 2006

48. REAL ESTATE - RESPA

    By Guest AlyssaC, May 3, 2006
    • 3 replies
    • 1.3k views
    • 
    • ERISAnut
    • May 3, 2006

49. Excess contributions in off-calendar plan

    By Guest DTromb, May 3, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 3, 2006

50. Retroactively amend compensation definition

    By Guest Iwonder, May 2, 2006
    • 7 replies
    • 8k views
    • 
    • Tom Poje
    • April 18, 2018