401(k) Plans

19,275 topics in this forum

1. distribution w/ no withholding

   By Guest babs51, April 11, 2006
   • 4 replies
   • 1.3k views
   • 
   • Archimage
   • April 13, 2006

2. 402(f) Notice for Roth 401(k) distributions

   By Belgarath, April 11, 2006
   • 2 replies
   • 1.1k views
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   • Guest
   • April 11, 2006

3. Foreign stocks in 401(k)

   By Guest helpmewithtaxes, April 10, 2006
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • April 11, 2006

4. 401(k) contribution limits and health benefits

   By Guest paytaxesforusa, April 10, 2006
   • 3 replies
   • 8.6k views
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   • GBurns
   • April 21, 2006

5. Roth 401(k) Amendments

   By PMC, April 7, 2006
   • 3 replies
   • 1.6k views
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   • John Feldt ERPA CPC QPA
   • April 10, 2006

6. Safe-harbor plan with a CODA

   By Guest Bruce Bonanomi, April 7, 2006
   • 3 replies
   • 5.1k views
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   • Bill Presson
   • April 8, 2006

7. Amendment to Employer Match-Last Day Requirement

   By Guest mmcc88, April 6, 2006
   • 4 replies
   • 2.2k views
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   • namealreadyinuse
   • April 7, 2006

8. Corbel Prototype

   By Archimage, April 6, 2006
   • 6 replies
   • 1.8k views
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   • namealreadyinuse
   • April 7, 2006

9. GICs and surrender charges

   By eilano, April 5, 2006
   • 19 replies
   • 7.3k views
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   • RCK
   • April 14, 2006

10. Amending a safe harbor matching formula mid-year

    By Guest grazetti, April 5, 2006
    • 0 replies
    • 1.3k views
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    • Guest
    • April 5, 2006

11. late returning of excess contribution

    By Guest stillwater, April 5, 2006
    • 3 replies
    • 1.6k views
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    • fiona1
    • April 5, 2006

12. Retirement Plan Statistics

    By Guest LSULLIVAN, April 5, 2006
    • 1 reply
    • 1.4k views
    • 
    • Dave Baker
    • April 5, 2006

13. Can QMACs count toward the gateway?

    By Guest Dave Peckham, April 5, 2006
    • 7 replies
    • 2.7k views
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    • Belgarath
    • April 6, 2006

14. Otherwise Excludable EE's

    By Guest jefe96, April 4, 2006
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • April 4, 2006

15. Employer Matching in December, Withdrawls, Loans

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

16. Re-deposit excess contributions and make QNEC instead?

    By Guest Pam Mc, April 3, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 3, 2006

17. Top Heavy Minimum covered by Matching Contributions

    By dmb, April 3, 2006
    • 3 replies
    • 1.4k views
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    • Tom Poje
    • April 4, 2006

18. Trsutee RFP

    By alexa, April 2, 2006
    • 0 replies
    • 1.1k views
    • 
    • alexa
    • April 2, 2006

19. Military Service - ADP/ACP

    By fiona1, March 31, 2006
    • 2 replies
    • 1.3k views
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    • WDIK
    • March 31, 2006

20. ACP test

    By Guest dstran, March 31, 2006
    • 2 replies
    • 1.4k views
    • 
    • Archimage
    • March 31, 2006

21. Special Tax Notice and Roth contributions

    By Guest breakwater, March 31, 2006
    • 1 reply
    • 1.4k views
    • 
    • namealreadyinuse
    • March 31, 2006

22. participant wants to rollover account to ira

    By Lori H, March 30, 2006
    • 4 replies
    • 1.4k views
    • 
    • R. Butler
    • March 31, 2006

23. Roth MRD

    By WDIK, March 30, 2006
    • 5 replies
    • 2k views
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    • Guest
    • March 30, 2006

24. Hedge Funds, UBTI and Profit Sharing Plans

    By Guest NeophiteTPA, March 30, 2006
    • 3 replies
    • 2.4k views
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    • Guest
    • March 30, 2006

25. Loan "Commercially Available Rate"

    By Guest stevena1, March 30, 2006
    • 5 replies
    • 1.8k views
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    • R. Butler
    • March 31, 2006

26. Vacation pay contributed to k instead of lost

    By Erik Read, March 30, 2006
    • 2 replies
    • 1.5k views
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    • Guest
    • March 30, 2006

27. Distributions

    By Jilliandiz, March 30, 2006
    • 3 replies
    • 1.4k views
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    • MWeddell
    • March 30, 2006

28. Roth 401k

    By alexa, March 30, 2006
    • 2 replies
    • 1.7k views
    • 
    • namealreadyinuse
    • March 30, 2006

29. Prior Year Testing and Change in Comp provisions

    By Guest Cinco, March 29, 2006
    • 3 replies
    • 2.5k views
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    • Tom Poje
    • April 6, 2006

30. changing from actual hours counting to elapsed time

    By Guest anne1, March 29, 2006
    • 2 replies
    • 4.4k views
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    • Kirk Maldonado
    • April 10, 2006

31. BONUS CHECK: DEFERRALS NOT TAKEN OUT

    By Lori H, March 29, 2006
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • March 29, 2006

32. Retired participant with future receivables

    By Guest Sbart62, March 29, 2006
    • 4 replies
    • 1.4k views
    • 
    • JanetM
    • March 29, 2006

33. Severance pay

    By Guest RJF, March 28, 2006
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • April 10, 2006

34. 401(k) funding deadline for partners/self-employed?

    By Guest squid23, March 28, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 28, 2006

35. Stock Bonus Program

    By Guest benefitstudent, March 28, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • April 3, 2006

36. keeping the PS portion from a 401(k) PS Plan

    By Santo Gold, March 28, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 28, 2006

37. Volutary After-Tax Contributions

    By Guest dhall5, March 28, 2006
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • March 28, 2006

38. top heavy account balances

    By Guest dstran, March 27, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • March 27, 2006

39. 2 Partnerships - Earned Income

    By TBob, March 27, 2006
    • 5 replies
    • 2.2k views
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    • Stevo-PDX
    • March 29, 2006

40. Stock Options and Key Employee "Owner" Definition

    By Guest joshuaadaniels, March 25, 2006
    • 1 reply
    • 2.4k views
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    • R. Butler
    • March 28, 2006

41. tiaa-cref and safe harbor

    By Lori H, March 24, 2006
    • 1 reply
    • 1.7k views
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    • WDIK
    • March 24, 2006

42. Money Purchase Plan Term mid year

    By Guest NeophiteTPA, March 24, 2006
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • March 30, 2006

43. Rollovers 401k

    By Guest DSquared, March 24, 2006
    • 1 reply
    • 1.2k views
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    • R. Butler
    • March 24, 2006

44. Disabled Participant and 401(k) Safe Harbor Contribution

    By John Feldt ERPA CPC QPA, March 23, 2006
    • 0 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • March 23, 2006

45. Islamic Investment Funds

    By rocknrolls2, March 23, 2006
    • 10 replies
    • 2.9k views
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    • david rigby
    • March 24, 2006

46. Lump sum rec'd but not the entire account balance

    By Guest Iwonder, March 23, 2006
    • 7 replies
    • 1.9k views
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    • WDIK
    • March 31, 2006

47. HCE threshold 1 2 3

    By Guest non-tax pro, March 23, 2006
    • 115 replies
    • 31.4k views
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    • Mike Preston
    • March 28, 2007

48. Earned Income & Forfeitures

    By austin3515, March 23, 2006
    • 2 replies
    • 1.5k views
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    • Bird
    • March 24, 2006

49. Solo 401(k) plan

    By Guest Pat Metallic, March 23, 2006
    • 1 reply
    • 1.2k views
    • 
    • Lame Duck
    • March 23, 2006

50. Holding account earnings--Are they Annual Additions?

    By jjaatirs, March 23, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • March 23, 2006