401(k) Plans

19,451 topics in this forum

1. Multiple employer plan and Safe Harbor

   By PMC, June 29, 2006
   • 8 replies
   • 2.9k views
   • 
   • QDROphile
   • July 12, 2006

2. DB plan to DC plan

   By lexi, July 11, 2006
   • 2 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • July 12, 2006

3. Two 2004 5500's?

   By austin3515, July 12, 2006
   • 1 reply
   • 1.1k views
   • 
   • JanetM
   • July 12, 2006

4. Negative 401(k) Elections - California

   By lkpittman, March 25, 2003
   • 15 replies
   • 4k views
   • 
   • E as in ERISA
   • July 12, 2006

5. Short Plan Year

   By Guest Rosemary Raymer, July 11, 2006
   • 4 replies
   • 2.2k views
   • 
   • david rigby
   • July 11, 2006

6. Match Question

   By wsp, July 6, 2006
   • 2 replies
   • 1.7k views
   • 
   • BG5150
   • July 11, 2006

7. Distribution at Termination?

   By Guest M.A., July 10, 2006
   • 5 replies
   • 2.2k views
   • 
   • Nate X
   • July 11, 2006

8. Safe harbor 401(k)

   By Guest jae3207, July 10, 2006
   • 4 replies
   • 1.5k views
   • 
   • Bill Presson
   • July 11, 2006

9. Distribution Available?

   By Earl, July 7, 2006
   • 4 replies
   • 1.3k views
   • 
   • Earl
   • July 10, 2006

10. Name on Enrollment Form

    By Guest dusty, July 6, 2006
    • 2 replies
    • 1.6k views
    • 
    • austin3515
    • July 9, 2006

11. Surety Bond needed for Owner & Wife

    By Guest Powers, July 7, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • July 7, 2006

12. Incorrect HCE Match

    By Guest padmin, June 29, 2006
    • 1 reply
    • 1.4k views
    • 
    • Nate X
    • July 3, 2006

13. Broker Fees

    By Just Me, June 29, 2006
    • 6 replies
    • 2.1k views
    • 
    • Just Me
    • July 3, 2006

14. changing plans

    By Guest stlewis, July 3, 2006
    • 2 replies
    • 1.2k views
    • 
    • Nate X
    • July 3, 2006

15. Contribution in year of termination

    By Guest esi-jht, June 29, 2006
    • 8 replies
    • 2.5k views
    • 
    • Locust
    • July 3, 2006

16. Separate Accounting by source

    By Jim Chad, June 29, 2006
    • 4 replies
    • 1.6k views
    • 
    • E as in ERISA
    • June 30, 2006

17. Beneficiary Designation Excludes New Spouse

    By billfgrady, June 29, 2006
    • 4 replies
    • 1.9k views
    • 
    • billfgrady
    • June 30, 2006

18. Enhanced SH Match

    By K-t-F, June 29, 2006
    • 4 replies
    • 1.8k views
    • 
    • K-t-F
    • June 30, 2006

19. Match deposited timely but not allocated timely

    By Guest notapensiongeek, June 28, 2006
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • June 29, 2006

20. Multiple Employer Deferral Deposit Timing

    By Below Ground, June 23, 2006
    • 18 replies
    • 2.9k views
    • 
    • WDIK
    • June 29, 2006

21. Employee Exclusion

    By Guest moltengater, June 28, 2006
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2006

22. after tax contributions

    By Guest lskin, June 21, 2006
    • 6 replies
    • 1.8k views
    • 
    • RTK
    • June 28, 2006

23. Administrative Fees

    By Guest cconnell, June 28, 2006
    • 2 replies
    • 1.5k views
    • 
    • JanetM
    • June 28, 2006

24. DOL Calculator w/o VFCP Filing

    By austin3515, June 19, 2006
    • 6 replies
    • 2.6k views
    • 
    • austin3515
    • June 28, 2006

25. No named trustee

    By Guest babs51, June 26, 2006
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • June 27, 2006

26. plan termination & qualifying employer security

    By lexi, June 26, 2006
    • 4 replies
    • 1.4k views
    • 
    • Locust
    • June 27, 2006

27. 401(k) Plan Termination

    By Guest jetfaninmn, June 26, 2006
    • 3 replies
    • 1.2k views
    • 
    • Bird
    • June 26, 2006

28. timing of 401k deposits

    By pmacduff, June 23, 2006
    • 7 replies
    • 5.7k views
    • 
    • Mike Preston
    • June 26, 2006

29. Allocation of Class Action Recovery

    By RCK, June 23, 2006
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • June 24, 2006

30. VCP - plan never adopted

    By Guest sfatty, June 22, 2006
    • 3 replies
    • 1.8k views
    • 
    • Ron Snyder
    • June 23, 2006

31. Employee Deferrals incorrectly invested

    By Guest stevena1, June 15, 2006
    • 8 replies
    • 2.1k views
    • 
    • Dan
    • June 23, 2006

32. Employer Contributions

    By MARYMM, June 21, 2006
    • 9 replies
    • 2.6k views
    • 
    • austin3515
    • June 22, 2006

33. Inquiring minds.....

    By Guest SWH, May 25, 2006
    • 10 replies
    • 2.5k views
    • 
    • E as in ERISA
    • June 21, 2006

34. Compensation used for Safe Harbor

    By Guest allyson, June 21, 2006
    • 4 replies
    • 1.5k views
    • 
    • Archimage
    • June 21, 2006

35. Roth (in Relius)

    By Guest Chicchica, June 20, 2006
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 20, 2006

36. Financial Advisor requirement

    By wsp, June 15, 2006
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • June 20, 2006

37. SH Regs

    By K-t-F, June 20, 2006
    • 2 replies
    • 1.2k views
    • 
    • K-t-F
    • June 20, 2006

38. Rolling MP $ into PSP

    By doombuggy, June 19, 2006
    • 6 replies
    • 1.8k views
    • 
    • JanetM
    • June 20, 2006

39. Safe Harbor Plans - ADP/ACP Testing Method

    By Leopurrd, June 7, 2006
    • 11 replies
    • 5k views
    • 
    • Guest
    • June 19, 2006

40. UBTI - Paid by Earmarked Account?

    By Guest notapensiongeek, June 15, 2006
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • June 15, 2006

41. segregating 401(k) contributions but not investing them

    By Santo Gold, April 26, 2006
    • 40 replies
    • 10.1k views
    • 
    • RTK
    • June 15, 2006

42. What will they think of next?

    By Santo Gold, June 14, 2006
    • 5 replies
    • 1.6k views
    • 
    • austin3515
    • June 15, 2006

43. Starting 401(k) mid year, with BOY effective date

    By Santo Gold, June 5, 2006
    • 12 replies
    • 5.6k views
    • 
    • WDIK
    • June 14, 2006

44. Incorrect Deferral and Matching Allocations

    By mming, May 5, 2006
    • 1 reply
    • 1.4k views
    • 
    • Nate X
    • June 14, 2006

45. Match Reduces Flex Dollars

    By Guest mrjones, June 14, 2006
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • June 14, 2006

46. Plan continuation?

    By Guest Moira, June 7, 2006
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • June 14, 2006

47. Late Deposits

    By Randy Watson, May 23, 2006
    • 15 replies
    • 3.8k views
    • 
    • Kirk Maldonado
    • June 14, 2006

48. Top Heavy

    By Jilliandiz, June 8, 2006
    • 6 replies
    • 1.5k views
    • 
    • K-t-F
    • June 13, 2006

49. Compliance Testing

    By Guest AlanB, June 6, 2006
    • 26 replies
    • 5k views
    • 
    • Mike Preston
    • June 13, 2006

50. Eligibility for laidoff employee

    By Guest JohnSB, June 13, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 13, 2006