401(k) Plans

19,295 topics in this forum

1. Self Employed

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

2. Deadline for swithcing to current year testing

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

3. Audit Requirements

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

4. Excluding union employees from a 401(k)

   By betheeg, June 5, 2006
   • 5 replies
   • 7.1k views
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   • JanetM
   • June 5, 2006

5. Terminating plan missing SH contrib

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

6. Walmartization of 401(k) Plans

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

7. blank 2005 5500

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

8. Split Plan to Avoid 5500 Audit

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

9. State tax withholding on installment payments

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

10. Safe Harbor Plan Design

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

11. Stopping all 401(k) contributions temporarily

    By Santo Gold, May 26, 2006
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 26, 2006

12. Another Catch-up Qt (fiscal year)

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

13. Control Group Relationship? Family Aggragation?

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

14. Maximum Suspension for Hardship Distribution

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

15. Hardships protected?

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

16. Switch to Prior Year ADP Testing

    By Guest Factor, March 13, 2006
    • 2 replies
    • 2.3k views
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    • TBob
    • May 24, 2006

17. Discrimination Testing 1 2 3

    By wsp, May 17, 2006
    • 120 replies
    • 24.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 24, 2006

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

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

19. Increase the Need Rule / Hardship Distributions

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

20. Stock Purchase / Terminate Seller Plan

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

21. 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

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

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

23. Employer Tax ID for 401(k)

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

24. Catch-Up

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

25. Loan Repayments/Payroll Cycle Change

    By whitboston, May 19, 2006
    • 12 replies
    • 7.4k views
    • 
    • Mike Preston
    • May 19, 2006

26. Early Withdrawal After Tax Credit

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

27. Higher Match level for Non Highly than Highly

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

28. Am I over analyzing?

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

29. Professional Employer Organization

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

30. 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

31. Controlled Group

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

32. 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

33. mandatory withholding

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

34. In-Service Dist a protected benefit?

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

35. Compensation - Post Severance

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

36. Temporary Employees

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

37. 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

38. plan administrator suspicious

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

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

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

40. Company purchased during the year

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

41. 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

42. Beneficiary Designation

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

43. No Fidelity Bond for 2005

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

44. Key Employee

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

45. Flat Match

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

46. 401(a)(4) Testing

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

47. Easy Plan Term / 5310 Question

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

48. HALLELUJAH! Rev Proc 2006-27 arrives!

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

49. Prefunded Profit Sharing in excess of allocable

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

50. Discretionary Match

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