401(k) Plans

19,334 topics in this forum

1. Corrected 1099s--Participant issues

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

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

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

3. ADP Testing Compensation

   By Guest Robk, July 20, 2006
   • 9 replies
   • 3.2k views
   • 
   • Mike Preston
   • July 28, 2006

4. LLC and PEO - will it work?

   By Guest mickiemurphy, July 24, 2006
   • 5 replies
   • 2.3k views
   • 
   • Guest
   • July 27, 2006

5. Failure to process plan enrollment form

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

6. Rental property owned by plan

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

7. Forfeitures Used to Pay Plan Expenses

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

8. 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

9. Employer Contributions

   By Guest Becki625, July 14, 2006
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • July 26, 2006

10. Employer never withheld deferrals but deposited the $$ anyhow

    By Guest esi-jht, July 24, 2006
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • July 25, 2006

11. Near-orphan plan--filing ongoing 5500s

    By Guest Richard Tennenbaum, July 17, 2006
    • 4 replies
    • 1.5k views
    • 
    • rcline46
    • July 25, 2006

12. Contribution relative to earned income

    By Guest geohurl, July 24, 2006
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • July 25, 2006

13. Treas.Reg. 1.410(b)-5(d)(3)(ii)

    By Guest Paula G., July 19, 2006
    • 2 replies
    • 2.5k views
    • 
    • Tom Poje
    • July 24, 2006

14. CDSC Treated as a Plan Expense

    By DTH, July 19, 2006
    • 9 replies
    • 2.7k views
    • 
    • Bird
    • July 21, 2006

15. Multiple employer plan HCE

    By Guest Ken C, July 20, 2006
    • 2 replies
    • 2k views
    • 
    • Guest
    • July 21, 2006

16. rollover to 401k roth

    By Guest Bob Monte, July 16, 2006
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 21, 2006

17. Avg participation rates with various matching formulas

    By Guest mrjones, July 19, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • July 20, 2006

18. HCE determination question - NQ deferred comp

    By Guest tellidaho, July 20, 2006
    • 6 replies
    • 2k views
    • 
    • Guest
    • July 20, 2006

19. New or Successor Plan II

    By Nate X, July 19, 2006
    • 3 replies
    • 1.3k views
    • 
    • Jean
    • July 20, 2006

20. fees reimbursed by plan

    By Guest anne1, July 20, 2006
    • 1 reply
    • 1.2k views
    • 
    • jpod
    • July 20, 2006

21. Includable in 2005 Dec ye ADP test?

    By Beltane, July 17, 2006
    • 13 replies
    • 2.2k views
    • 
    • Beltane
    • July 20, 2006

22. 401(k)

    By Guest cconnell, July 17, 2006
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 20, 2006

23. Start-up Plan

    By Guest RJF, July 20, 2006
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • July 20, 2006

24. safe harbor plan design

    By Guest Betsy Oakey, July 19, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 19, 2006

25. 401k forced distribution to pay child support

    By Guest jani, July 3, 2006
    • 8 replies
    • 3.9k views
    • 
    • Locust
    • July 19, 2006

26. New or Succesor plan?

    By Guest WWPDRC, July 17, 2006
    • 7 replies
    • 2k views
    • 
    • Guest
    • July 19, 2006

27. Profit Sharing Offset

    By rlb64, July 18, 2006
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • July 18, 2006

28. hardship withdrawal for inmate

    By Guest cc1898, July 14, 2006
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • July 14, 2006

29. hce or nhce?

    By Lori H, July 10, 2006
    • 13 replies
    • 4.5k views
    • 
    • BG5150
    • July 14, 2006

30. Schedule I Line 4a

    By austin3515, July 13, 2006
    • 4 replies
    • 1.4k views
    • 
    • Leopurrd
    • July 14, 2006

31. BRF & Control group

    By Guest padmin, July 13, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 14, 2006

32. Reimbursement of Mutual Fund "Exit Fees": Plan Contribution?

    By Guest Tudor Fever, July 12, 2006
    • 5 replies
    • 1.8k views
    • 
    • jpod
    • July 12, 2006

33. Unclaimed Property

    By Guest caseyb, July 12, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • July 12, 2006

34. Multiple employer plan and Safe Harbor

    By PMC, June 29, 2006
    • 8 replies
    • 2.6k views
    • 
    • QDROphile
    • July 12, 2006

35. DB plan to DC plan

    By lexi, July 11, 2006
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 12, 2006

36. Two 2004 5500's?

    By austin3515, July 12, 2006
    • 1 reply
    • 1.1k views
    • 
    • JanetM
    • July 12, 2006

37. Negative 401(k) Elections - California

    By lkpittman, March 25, 2003
    • 15 replies
    • 3.8k views
    • 
    • E as in ERISA
    • July 12, 2006

38. Short Plan Year

    By Guest Rosemary Raymer, July 11, 2006
    • 4 replies
    • 2.1k views
    • 
    • david rigby
    • July 11, 2006

39. Match Question

    By wsp, July 6, 2006
    • 2 replies
    • 1.6k views
    • 
    • BG5150
    • July 11, 2006

40. Distribution at Termination?

    By Guest M.A., July 10, 2006
    • 5 replies
    • 2.1k views
    • 
    • Nate X
    • July 11, 2006

41. Safe harbor 401(k)

    By Guest jae3207, July 10, 2006
    • 4 replies
    • 1.5k views
    • 
    • Bill Presson
    • July 11, 2006

42. Distribution Available?

    By Earl, July 7, 2006
    • 4 replies
    • 1.2k views
    • 
    • Earl
    • July 10, 2006

43. Name on Enrollment Form

    By Guest dusty, July 6, 2006
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • July 9, 2006

44. Surety Bond needed for Owner & Wife

    By Guest Powers, July 7, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 7, 2006

45. Incorrect HCE Match

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

46. Broker Fees

    By Just Me, June 29, 2006
    • 6 replies
    • 2k views
    • 
    • Just Me
    • July 3, 2006

47. changing plans

    By Guest stlewis, July 3, 2006
    • 2 replies
    • 1.1k views
    • 
    • Nate X
    • July 3, 2006

48. Contribution in year of termination

    By Guest esi-jht, June 29, 2006
    • 8 replies
    • 2.3k views
    • 
    • Locust
    • July 3, 2006

49. Separate Accounting by source

    By Jim Chad, June 29, 2006
    • 4 replies
    • 1.5k views
    • 
    • E as in ERISA
    • June 30, 2006

50. Beneficiary Designation Excludes New Spouse

    By billfgrady, June 29, 2006
    • 4 replies
    • 1.8k views
    • 
    • billfgrady
    • June 30, 2006