401(k) Plans

19,295 topics in this forum

1. Failed ADP Test: $6 refund

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

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

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

3. Custodial Guarantee - no loss for fraud

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

4. Excess contributions not returned timely

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

5. distribution w/ no withholding

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

6. Beneficiary Designation

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

7. Hardship suspension

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

8. 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

9. Foreign stocks in 401(k)

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

10. Severance pay

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

11. 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

12. 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

13. Safe-harbor plan with a CODA

    By Guest Bruce Bonanomi, April 7, 2006
    • 3 replies
    • 5.2k views
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    • Bill Presson
    • April 8, 2006

14. Amendment to Employer Match-Last Day Requirement

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

15. Corbel Prototype

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

16. 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

17. 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

18. late returning of excess contribution

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

19. Amending a safe harbor matching formula mid-year

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

20. Retirement Plan Statistics

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

21. Otherwise Excludable EE's

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

22. Top Heavy Minimum covered by Matching Contributions

    By dmb, April 3, 2006
    • 3 replies
    • 1.5k views
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    • Tom Poje
    • April 4, 2006

23. Stock Bonus Program

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

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

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

25. Trsutee RFP

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

26. Military Service - ADP/ACP

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

27. 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

28. ACP test

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

29. participant wants to rollover account to ira

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

30. Special Tax Notice and Roth contributions

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

31. Loan "Commercially Available Rate"

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

32. Roth MRD

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

33. Hedge Funds, UBTI and Profit Sharing Plans

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

34. Distributions

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

35. Vacation pay contributed to k instead of lost

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

36. Money Purchase Plan Term mid year

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

37. Roth 401k

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

38. Retired participant with future receivables

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

39. BONUS CHECK: DEFERRALS NOT TAKEN OUT

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

40. 2 Partnerships - Earned Income

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

41. 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

42. 401(k) funding deadline for partners/self-employed?

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

43. Volutary After-Tax Contributions

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

44. Stock Options and Key Employee "Owner" Definition

    By Guest joshuaadaniels, March 25, 2006
    • 1 reply
    • 2.5k views
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    • R. Butler
    • March 28, 2006

45. top heavy account balances

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

46. Loan Default Prohibited Transaction?

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

47. Failure to Adopt Automatic Rollover Good Faith Amendment by Deadline

    By Guest CMSP, October 11, 2005
    • 9 replies
    • 2.5k views
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    • Locust
    • March 24, 2006

48. Islamic Investment Funds

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

49. tiaa-cref and safe harbor

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

50. Earned Income & Forfeitures

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