401(k) Plans

19,275 topics in this forum

1. Easy Plan Term / 5310 Question

   By fiona1, May 2, 2006
   • 9 replies
   • 2.4k views
   • 
   • namealreadyinuse
   • May 9, 2006

2. Incorrect Deferral and Matching Allocations

   By mming, May 2, 2006
   • 0 replies
   • 1.2k views
   • 
   • mming
   • May 2, 2006

3. Mid-year safe harbor 401(k) change

   By Guest Rae, May 2, 2006
   • 1 reply
   • 1.4k views
   • 
   • Bird
   • May 2, 2006

4. Distribution to Resident Alien

   By Guest abajeb, May 2, 2006
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • May 2, 2006

5. Life Insurance Distributions

   By austin3515, May 2, 2006
   • 0 replies
   • 1.1k views
   • 
   • austin3515
   • May 2, 2006

6. Harship Distribution

   By Jilliandiz, May 1, 2006
   • 2 replies
   • 1.5k views
   • 
   • wsp
   • May 1, 2006

7. Excel formula to determine basic safe harbor match

   By Guest Bear, April 28, 2006
   • 2 replies
   • 23.1k views
   • 
   • Guest
   • April 28, 2006

8. Mandatory cash out (IRA) question

   By k man, April 27, 2006
   • 4 replies
   • 1.5k views
   • 
   • Archimage
   • April 27, 2006

9. segregating 401(k) contributions but not investing them

   By Santo Gold, April 26, 2006
   • 40 replies
   • 8.9k views
   • 
   • RTK
   • June 15, 2006

10. Safe Harbor and Auto Enrollment

    By Guest cydavis, April 26, 2006
    • 6 replies
    • 2.2k views
    • 
    • austin3515
    • May 10, 2007

11. Top Heavy Question

    By wsp, April 26, 2006
    • 4 replies
    • 2.5k views
    • 
    • wsp
    • April 27, 2006

12. Exclusions in a Safe Harbor 401(k) Plan

    By Guest facade, April 26, 2006
    • 12 replies
    • 9.7k views
    • 
    • Guest
    • April 28, 2006

13. Automatic enrollment

    By katieinny, April 26, 2006
    • 3 replies
    • 1.3k views
    • 
    • E as in ERISA
    • April 26, 2006

14. 3% SHNEC

    By SMB, April 26, 2006
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • April 26, 2006

15. Payroll Administrator Forgot to deduct loan payments

    By Guest justbetmd, April 25, 2006
    • 3 replies
    • 2.3k views
    • 
    • stephen
    • April 26, 2006

16. LATE CONTRIBUTION, 5330, VFCP

    By Guest cxs, April 25, 2006
    • 1 reply
    • 1.7k views
    • 
    • bzorc
    • April 25, 2006

17. Investing in Company Stock 401(k) Any limits?

    By Guest SPrince, April 25, 2006
    • 1 reply
    • 1.2k views
    • 
    • BeckyMiller
    • April 26, 2006

18. Hardship Withdrawal

    By Guest M.A., April 25, 2006
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • April 26, 2006

19. 401k

    By Guest lskin, April 24, 2006
    • 3 replies
    • 1.3k views
    • 
    • ERISAnut
    • April 26, 2006

20. Silver Boullions in a 401(k) Plan?

    By Guest notapensiongeek, April 21, 2006
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • April 26, 2006

21. ADP testing failing - any suggestions?

    By Guest terric, April 21, 2006
    • 6 replies
    • 1.5k views
    • 
    • MR
    • April 28, 2006

22. Distribution Fees

    By Guest TPA Guy, April 21, 2006
    • 1 reply
    • 1.1k views
    • 
    • ERISAnut
    • April 26, 2006

23. Forfeitures and Coverage Testing

    By DTH, April 21, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • April 21, 2006

24. Simple IRA / 401(k)

    By Guest moltengater, April 21, 2006
    • 1 reply
    • 1.1k views
    • 
    • ERISAnut
    • April 26, 2006

25. Autoenrollment Implementation

    By alexa, April 21, 2006
    • 0 replies
    • 1k views
    • 
    • alexa
    • April 21, 2006

26. Timing of Amendment

    By Guest Ted Kowalchuk, CFP, CFS,, April 20, 2006
    • 10 replies
    • 1.9k views
    • 
    • Just Me
    • April 22, 2006

27. Testing order

    By wsp, April 20, 2006
    • 5 replies
    • 1.8k views
    • 
    • Tom Poje
    • April 21, 2006

28. Control Group Transfer

    By Guest padmin, April 20, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 20, 2006

29. NUA and lump sum distributions

    By Guest Learner, April 20, 2006
    • 13 replies
    • 7.7k views
    • 
    • Guest
    • August 29, 2006

30. Salary Research

    By Guest CAadmin, April 19, 2006
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • May 1, 2006

31. Switch from ADP/ACP to SH

    By Guest SDPension, April 19, 2006
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • April 20, 2006

32. Discontinue add'l fixed match in SH plan

    By Guest GandJ, April 19, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 21, 2006

33. Automatic Enrollment

    By Guest terric, April 19, 2006
    • 11 replies
    • 3.5k views
    • 
    • Lou S.
    • November 6, 2013

34. 501(c)3 Plan

    By Guest lgm, April 18, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 19, 2006

35. timing of profit sharing contribution for related employers

    By k man, April 18, 2006
    • 8 replies
    • 2.4k views
    • 
    • WDIK
    • April 19, 2006

36. Plan Amendment timing

    By Guest hyper, April 17, 2006
    • 10 replies
    • 3.5k views
    • 
    • namealreadyinuse
    • August 14, 2006

37. Nondiscriminatory Amendment

    By John Feldt ERPA CPC QPA, April 17, 2006
    • 5 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • April 17, 2006

38. QDCF and spousal consent

    By Guest Hans Lewis, April 15, 2006
    • 1 reply
    • 2k views
    • 
    • david rigby
    • April 16, 2006

39. 401(k)/catch-up/profit sharing contributions

    By Guest babs51, April 14, 2006
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • April 17, 2006

40. Life insurance distribution from a PSP

    By Guest JohnSB, April 14, 2006
    • 1 reply
    • 1.6k views
    • 
    • Bill Presson
    • April 15, 2006

41. Failed ADP Test: $6 refund

    By Guest notapensiongeek, April 14, 2006
    • 1 reply
    • 1.5k views
    • 
    • E as in ERISA
    • April 14, 2006

42. Rollover Contribution to Frozen Plan

    By Guest AEA, April 14, 2006
    • 2 replies
    • 2.4k views
    • 
    • ERISA25
    • August 19, 2009

43. Small Balance & Distribution Fees

    By Guest CindyB, April 13, 2006
    • 1 reply
    • 1.7k views
    • 
    • ERISAnut
    • April 26, 2006

44. Down to the Wire on 402(g) Correction!

    By rocknrolls2, April 13, 2006
    • 4 replies
    • 1.5k views
    • 
    • QDROphile
    • April 14, 2006

45. Deadline for Excess Deferral Corrective Distribution-2005

    By Guest CJK, April 13, 2006
    • 19 replies
    • 4.2k views
    • 
    • fiona1
    • April 18, 2006

46. Can Roth 401(k) Elections Be "All or Nothing"?

    By Guest Grumpy456, April 13, 2006
    • 15 replies
    • 3.8k views
    • 
    • austin3515
    • April 14, 2006

47. Beneficiary Designation

    By Guest Badger, April 12, 2006
    • 3 replies
    • 1.7k views
    • 
    • Everett Moreland
    • April 13, 2006

48. Hardship suspension

    By Guest anne1, April 12, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 12, 2006

49. Excess contributions not returned timely

    By blue, April 12, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 13, 2006

50. Custodial Guarantee - no loss for fraud

    By Erik Read, April 12, 2006
    • 1 reply
    • 1.8k views
    • 
    • Erik Read
    • April 13, 2006