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401(k) Plans

19,366 topics in this forum

  1. amendment of plans for the final 401(k) and removal of Safe Harbor provision

    By Guest wespac,
    • 1 reply
    • 1.4k views

  2. Controlled Group

    By commishvp,
    • 1 reply
    • 1.3k views

  3. Is a rollover from profit sharing plan to a SEP IRA permissable?

    By Guest Ted Kowalchuk, CFP, CFS,,
    • 1 reply
    • 1.5k views

  4. mandatory withholding

    By Guest JohnSB,
    • 1 reply
    • 1.2k views

  5. In-Service Dist a protected benefit?

    By Guest HiKidsImASrPensionAdmin,
    • 4 replies
    • 3.1k views

  6. Compensation - Post Severance

    By PFranckowiak,
    • 3 replies
    • 1.5k views

  7. Temporary Employees

    By Guest benefitsanalyst,
    • 4 replies
    • 3.1k views

  8. 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,
    • 2 replies
    • 1.2k views

  9. plan administrator suspicious

    By k man,
    • 4 replies
    • 1.6k views

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

    By namealreadyinuse,
    • 5 replies
    • 1.2k views

  11. Company purchased during the year

    By Guest Ducksoup,
    • 4 replies
    • 1.1k views

  12. Aggregating 401(k) balance with non-401(k) balance to get lower management fees

    By Guest mbg,
    • 9 replies
    • 2.5k views

  13. Beneficiary Designation

    By Jilliandiz,
    • 8 replies
    • 2.1k views

  14. No Fidelity Bond for 2005

    By Guest Ted Kowalchuk, CFP, CFS,,
    • 1 reply
    • 1.3k views

  15. Key Employee

    By Jilliandiz,
    • 1 reply
    • 1.2k views

  16. Flat Match

    By Guest jetfaninmn,
    • 3 replies
    • 2k views

  17. 401(a)(4) Testing

    By Guest LCOLLINS,
    • 8 replies
    • 2.8k views

  18. Easy Plan Term / 5310 Question

    By fiona1,
    • 9 replies
    • 2.4k views

  19. HALLELUJAH! Rev Proc 2006-27 arrives!

    By Brenda Wren,
    • 7 replies
    • 2.9k views

  20. Prefunded Profit Sharing in excess of allocable

    By Guest Moira,
    • 2 replies
    • 1.8k views

  21. Discretionary Match

    By Guest bluesky,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  22. Profit Sharing contribution deposited after the tax return due date

    By Guest Tammy2006,
    • 7 replies
    • 3.2k views

  23. SH Match....TH pass

    By K-t-F,
    • 9 replies
    • 2.2k views

  24. New 401k with existing SEP

    By Guest TrustMe401k,
    • 1 reply
    • 1k views

  25. Safe Harbor Mid Year Plan Merger

    By PMC,
    • 11 replies
    • 3.9k views

  26. Roth 401k Qualified Distributions

    By Guest BXO,
    • 7 replies
    • 1.9k views
    • Guest
    • Guest

  27. excess deferrals

    By Felicia,
    • 3 replies
    • 1.7k views

  28. REAL ESTATE - RESPA

    By Guest AlyssaC,
    • 3 replies
    • 1.3k views

  29. Excess contributions in off-calendar plan

    By Guest DTromb,
    • 2 replies
    • 1.3k views
    • Guest
    • Guest

  30. Incorrect Deferral and Matching Allocations

    By mming,
    • 0 replies
    • 1.2k views

  31. Distribution to Resident Alien

    By Guest abajeb,
    • 1 reply
    • 1.6k views
    • Guest
    • Guest

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

    By Guest Rae,
    • 1 reply
    • 1.4k views

  33. Life Insurance Distributions

    By austin3515,
    • 0 replies
    • 1.1k views

  34. Harship Distribution

    By Jilliandiz,
    • 2 replies
    • 1.5k views

  35. Salary Research

    By Guest CAadmin,
    • 3 replies
    • 1.7k views
    • Guest
    • Guest

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

    By Guest facade,
    • 12 replies
    • 10k views
    • Guest
    • Guest

  37. Excel formula to determine basic safe harbor match

    By Guest Bear,
    • 2 replies
    • 23.6k views
    • Guest
    • Guest

  38. ADP testing failing - any suggestions?

    By Guest terric,
    • 6 replies
    • 1.6k views
    • MR
    • MR

  39. Employer Matching in December, Withdrawls, Loans

    By Guest archimedes_pie,
    • 15 replies
    • 2.6k views
    • MR
    • MR

  40. Mandatory cash out (IRA) question

    By k man,
    • 4 replies
    • 1.5k views

  41. Top Heavy Question

    By wsp,
    • 4 replies
    • 2.6k views
    • wsp
    • wsp

  42. Investing in Company Stock 401(k) Any limits?

    By Guest SPrince,
    • 1 reply
    • 1.2k views

  43. Distribution Fees

    By Guest TPA Guy,
    • 1 reply
    • 1.1k views

  44. Small Balance & Distribution Fees

    By Guest CindyB,
    • 1 reply
    • 1.7k views

  45. 401k

    By Guest lskin,
    • 3 replies
    • 1.3k views

  46. Simple IRA / 401(k)

    By Guest moltengater,
    • 1 reply
    • 1.1k views

  47. Hardship Withdrawal

    By Guest M.A.,
    • 7 replies
    • 1.8k views
    • Guest
    • Guest

  48. 3% SHNEC

    By SMB,
    • 2 replies
    • 2.1k views

  49. Automatic enrollment

    By katieinny,
    • 3 replies
    • 1.3k views

  50. Silver Boullions in a 401(k) Plan?

    By Guest notapensiongeek,
    • 7 replies
    • 1.8k views
    • Guest
    • Guest
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