401(k) Plans

19,275 topics in this forum

1. Terminating a 401K plan

   By Guest Chrisj, March 23, 2006
   • 4 replies
   • 2.2k views
   • 
   • smm
   • March 23, 2006

2. Earned Income Calculation

   By Stevo-PDX, March 22, 2006
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • March 23, 2006

3. EPCRS and missed deferrals

   By blue, March 22, 2006
   • 3 replies
   • 1.5k views
   • 
   • namealreadyinuse
   • March 23, 2006

4. Fair allocation formula

   By Guest latwz, March 22, 2006
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • March 23, 2006

5. Safe Harbor

   By Guest lskin, March 22, 2006
   • 2 replies
   • 1.3k views
   • 
   • MWeddell
   • March 23, 2006

6. QDRO Distirbution

   By Jilliandiz, March 22, 2006
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • March 22, 2006

7. Safe Harbor 401k

   By Guest lskin, March 21, 2006
   • 4 replies
   • 1.7k views
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   • Tom Poje
   • March 22, 2006

8. 401k refund due but total account rolled to IRA

   By alexa, March 21, 2006
   • 4 replies
   • 1.6k views
   • 
   • alexa
   • March 22, 2006

9. ownership percentages

   By Guest dstran, March 21, 2006
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • March 21, 2006

10. Top Heavy - Different Eligibility for EE vs. ER Contributions

    By Guest Ted Kowalchuk, CFP, CFS,, March 20, 2006
    • 1 reply
    • 3.5k views
    • 
    • Tom Poje
    • March 20, 2006

11. Excess deferrals

    By rlb64, March 20, 2006
    • 5 replies
    • 1.5k views
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    • rlb64
    • March 20, 2006

12. Roth K Roll-ins

    By Jed Macy, March 19, 2006
    • 0 replies
    • 1.1k views
    • 
    • Jed Macy
    • March 19, 2006

13. Dividends in ESOP within 401(k) Plan

    By RCK, March 18, 2006
    • 3 replies
    • 2.2k views
    • 
    • RCK
    • March 22, 2006

14. Bonus compensation after PYE

    By Guest ABCI, March 17, 2006
    • 1 reply
    • 1.6k views
    • 
    • Kevin C
    • March 23, 2006

15. ECPRS correction procedure - crossing tax years

    By Guest andrea16, March 17, 2006
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • March 17, 2006

16. EXCESS MATCH

    By Lori H, March 16, 2006
    • 0 replies
    • 1.5k views
    • 
    • Lori H
    • March 16, 2006

17. Roth 401(k) - Hardships & Loans

    By FormsRstillmylife, March 16, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 16, 2006

18. ACP question

    By fiona1, March 16, 2006
    • 6 replies
    • 1.9k views
    • 
    • pmacduff
    • March 22, 2006

19. Loan Default Prohibited Transaction?

    By Guest NiceGuyMike46205, March 16, 2006
    • 11 replies
    • 3.8k views
    • 
    • Guest
    • March 27, 2006

20. Super Safe Harbor 401(k)

    By Guest GoldenBear03, March 16, 2006
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 16, 2006

21. Form 5330 - Excise tax on late deposit of deferrals

    By MarZDoates, March 15, 2006
    • 5 replies
    • 4k views
    • 
    • Archimage
    • April 24, 2006

22. Plan Eligibility

    By Guest Bob Lees, March 15, 2006
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 15, 2006

23. Company starts a new 401(k) plan

    By Santo Gold, March 15, 2006
    • 11 replies
    • 2.6k views
    • 
    • WDIK
    • March 17, 2006

24. Self Employeed

    By Jilliandiz, March 15, 2006
    • 2 replies
    • 1.2k views
    • 
    • saabraa
    • March 15, 2006

25. "Counterproductive actions" hardship distribution provision

    By namealreadyinuse, March 15, 2006
    • 2 replies
    • 1.8k views
    • 
    • namealreadyinuse
    • March 16, 2006

26. Fail ADP with Plan Limit

    By Guest carsonv, March 15, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 15, 2006

27. Spin-off

    By rlb64, March 15, 2006
    • 0 replies
    • 1.4k views
    • 
    • rlb64
    • March 15, 2006

28. 401k Excess deferrals to much

    By alexa, March 14, 2006
    • 0 replies
    • 1.1k views
    • 
    • alexa
    • March 14, 2006

29. Amendment of traditional 401(k) to make it safe harbor

    By movedon, March 14, 2006
    • 1 reply
    • 1.1k views
    • 
    • Bob R
    • March 15, 2006

30. Top Heavy - 2 plans different plan year end

    By Guest terric, March 14, 2006
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 17, 2006

31. Corrective Distribution

    By Guest Giovanni, March 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • March 14, 2006

32. Puerto Rico 165(e) Plans - Consequences of No PR Determination Letter

    By rocknrolls2, March 14, 2006
    • 2 replies
    • 4.9k views
    • 
    • Guest
    • June 16, 2007

33. Failed ADP - Recharacterization

    By Guest Ted Kowalchuk, CFP, CFS,, March 14, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 14, 2006

34. Control Group and Non-Profit Entities

    By Guest abajeb, March 14, 2006
    • 2 replies
    • 2.3k views
    • 
    • MWeddell
    • March 14, 2006

35. Why omit HCEs from 3% safe harbor contribution?

    By Guest rickw, March 14, 2006
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • March 14, 2006

36. Late SH plan amendment

    By DTH, March 13, 2006
    • 4 replies
    • 1.8k views
    • 
    • Jim Chad
    • March 16, 2006

37. Switch to Prior Year ADP Testing

    By Guest Factor, March 13, 2006
    • 2 replies
    • 2.2k views
    • 
    • TBob
    • May 24, 2006

38. ADP testing and Otherwise Excludable EEs

    By Guest DVW, March 13, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 14, 2006

39. Safe Harbor Eligibility

    By Guest dstran, March 13, 2006
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • March 15, 2006

40. RMD

    By Guest Ted Kowalchuk, CFP, CFS,, March 13, 2006
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • March 13, 2006

41. Termination of 401(k) holding annuities

    By sloble@crowleyfleck.com, March 11, 2006
    • 2 replies
    • 1.3k views
    • 
    • sloble@crowleyfleck.com
    • March 12, 2006

42. RMD's

    By Guest Twinky, March 10, 2006
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 12, 2006

43. TOP HEAVY TEST

    By Guest DP in CA, March 10, 2006
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • March 11, 2006

44. Failed ADP/ACP Testing

    By Guest DP in CA, March 10, 2006
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 11, 2006

45. TOP Heavy Contributions

    By Guest DP in CA, March 10, 2006
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 10, 2006

46. Testing requirements for employer with more than 1 plan

    By Guest anne1, March 10, 2006
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 10, 2006

47. funding 401k before paydate

    By Guest lindamichals, March 9, 2006
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • March 10, 2006

48. Correction of Excess Match

    By Guest dstran, March 9, 2006
    • 1 reply
    • 1.3k views
    • 
    • Kirk Maldonado
    • March 11, 2006

49. Earned Income Calculation

    By Guest notapensiongeek, March 9, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 10, 2006

50. Non-resident Aliens

    By Nate X, March 9, 2006
    • 5 replies
    • 5.6k views
    • 
    • Kirk Maldonado
    • March 11, 2006