401(k) Plans

19,276 topics in this forum

1. Stock Purchase / Terminate Seller Plan

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

2. 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

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

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

4. Employer Tax ID for 401(k)

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

5. Catch-Up

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

6. Loan Repayments/Payroll Cycle Change

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

7. Early Withdrawal After Tax Credit

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

8. Higher Match level for Non Highly than Highly

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

9. Am I over analyzing?

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

10. Professional Employer Organization

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

11. 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

12. Controlled Group

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

13. 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

14. mandatory withholding

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

15. In-Service Dist a protected benefit?

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

16. Compensation - Post Severance

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

17. Temporary Employees

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

18. 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

19. plan administrator suspicious

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

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

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

21. Company purchased during the year

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

22. 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

23. Beneficiary Designation

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

24. No Fidelity Bond for 2005

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

25. Key Employee

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

26. Flat Match

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

27. 401(a)(4) Testing

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

28. Easy Plan Term / 5310 Question

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

29. HALLELUJAH! Rev Proc 2006-27 arrives!

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

30. Prefunded Profit Sharing in excess of allocable

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

31. Discretionary Match

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

32. 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

33. SH Match....TH pass

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

34. New 401k with existing SEP

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

35. Safe Harbor Mid Year Plan Merger

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

36. Roth 401k Qualified Distributions

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

37. excess deferrals

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

38. REAL ESTATE - RESPA

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

39. Excess contributions in off-calendar plan

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

40. Incorrect Deferral and Matching Allocations

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

41. Distribution to Resident Alien

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

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

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

43. Life Insurance Distributions

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

44. Harship Distribution

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

45. Salary Research

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

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

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

47. Excel formula to determine basic safe harbor match

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

48. ADP testing failing - any suggestions?

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

49. Employer Matching in December, Withdrawls, Loans

    By Guest archimedes_pie, April 3, 2006
    • 15 replies
    • 2.5k views
    • 
    • MR
    • April 28, 2006

50. Mandatory cash out (IRA) question

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