401(k) Plans

19,413 topics in this forum

1. Safe Harbor Plans - ADP/ACP Testing Method

   By Leopurrd, June 7, 2006
   • 11 replies
   • 4.8k views
   • 
   • Guest
   • June 19, 2006

2. UBTI - Paid by Earmarked Account?

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

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

   By Santo Gold, April 26, 2006
   • 40 replies
   • 9.6k views
   • 
   • RTK
   • June 15, 2006

4. What will they think of next?

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

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

   By Santo Gold, June 5, 2006
   • 12 replies
   • 5.5k views
   • 
   • WDIK
   • June 14, 2006

6. Incorrect Deferral and Matching Allocations

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

7. Match Reduces Flex Dollars

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

8. Plan continuation?

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

9. Late Deposits

   By Randy Watson, May 23, 2006
   • 15 replies
   • 3.7k views
   • 
   • Kirk Maldonado
   • June 14, 2006

10. Top Heavy

    By Jilliandiz, June 8, 2006
    • 6 replies
    • 1.4k views
    • 
    • K-t-F
    • June 13, 2006

11. Compliance Testing

    By Guest AlanB, June 6, 2006
    • 26 replies
    • 4.9k views
    • 
    • Mike Preston
    • June 13, 2006

12. Eligibility for laidoff employee

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

13. Immediate 401(k) entry, but 1 year wait for s/h match?

    By Santo Gold, June 6, 2006
    • 11 replies
    • 4.6k views
    • 
    • Kevin C
    • June 12, 2006

14. Union then management, hours to count

    By K-t-F, June 12, 2006
    • 5 replies
    • 1.6k views
    • 
    • J2D2
    • June 12, 2006

15. 12b-1's

    By wsp, June 8, 2006
    • 5 replies
    • 1.8k views
    • 
    • BG5150
    • June 10, 2006

16. Hardship Distributions

    By Guest Newbie1, May 22, 2006
    • 3 replies
    • 1.5k views
    • 
    • Archimage
    • June 9, 2006

17. Changing Matching Contribution Rate

    By Below Ground, June 8, 2006
    • 2 replies
    • 1.1k views
    • 
    • Below Ground
    • June 8, 2006

18. aggregating plans for testing

    By Santo Gold, June 7, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • June 8, 2006

19. Self Employed

    By Randy Watson, May 26, 2006
    • 7 replies
    • 1.7k views
    • 
    • Belgarath
    • June 7, 2006

20. Deadline for swithcing to current year testing

    By JButtrick, May 30, 2006
    • 3 replies
    • 1.6k views
    • 
    • Nate X
    • June 6, 2006

21. Audit Requirements

    By Jilliandiz, June 6, 2006
    • 3 replies
    • 1.4k views
    • 
    • Nate X
    • June 6, 2006

22. Excluding union employees from a 401(k)

    By betheeg, June 5, 2006
    • 5 replies
    • 7.2k views
    • 
    • JanetM
    • June 5, 2006

23. Terminating plan missing SH contrib

    By TBob, June 2, 2006
    • 5 replies
    • 1.4k views
    • 
    • TBob
    • June 5, 2006

24. Walmartization of 401(k) Plans

    By Locust, May 26, 2006
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • June 3, 2006

25. blank 2005 5500

    By austin3515, May 30, 2006
    • 10 replies
    • 2.3k views
    • 
    • austin3515
    • June 2, 2006

26. Split Plan to Avoid 5500 Audit

    By BeanCounterBlues, May 31, 2006
    • 7 replies
    • 4.6k views
    • 
    • jpod
    • June 1, 2006

27. State tax withholding on installment payments

    By JDuns, May 18, 2006
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • May 31, 2006

28. Safe Harbor Plan Design

    By wsp, May 30, 2006
    • 2 replies
    • 1.4k views
    • 
    • wsp
    • May 30, 2006

29. Stopping all 401(k) contributions temporarily

    By Santo Gold, May 26, 2006
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • May 26, 2006

30. Another Catch-up Qt (fiscal year)

    By Guest mab, May 25, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 26, 2006

31. Control Group Relationship? Family Aggragation?

    By Guest ButchElfers, May 23, 2006
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • May 26, 2006

32. Maximum Suspension for Hardship Distribution

    By bvhea, May 24, 2006
    • 13 replies
    • 3.5k views
    • 
    • bvhea
    • May 25, 2006

33. Hardships protected?

    By Guest jmlumpkin, May 25, 2006
    • 2 replies
    • 1.8k views
    • 
    • Belgarath
    • May 25, 2006

34. Switch to Prior Year ADP Testing

    By Guest Factor, March 13, 2006
    • 2 replies
    • 2.3k views
    • 
    • TBob
    • May 24, 2006

35. Discrimination Testing 1 2 3

    By wsp, May 17, 2006
    • 120 replies
    • 26.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 24, 2006

36. Mixing 401(k) Contributions and Catch-Up Contributions

    By Guest zora, May 23, 2006
    • 3 replies
    • 3.1k views
    • 
    • Mike Preston
    • May 24, 2006

37. Increase the Need Rule / Hardship Distributions

    By Gruegen, May 22, 2006
    • 1 reply
    • 1.3k views
    • 
    • namealreadyinuse
    • May 23, 2006

38. Stock Purchase / Terminate Seller Plan

    By Guest SWH, May 23, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 23, 2006

39. First year safe harbor 401(k) - less than 12 months

    By Santo Gold, May 12, 2006
    • 4 replies
    • 2.2k views
    • 
    • BG5150
    • May 23, 2006

40. Roth 401(k) / Self-Directed Brokerage Accounts

    By Gruegen, May 23, 2006
    • 2 replies
    • 2.3k views
    • 
    • Bird
    • May 23, 2006

41. Employer Tax ID for 401(k)

    By Guest bouncingsoul, May 22, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • May 22, 2006

42. Catch-Up

    By Guest moltengater, May 19, 2006
    • 10 replies
    • 2.4k views
    • 
    • Leopurrd
    • May 22, 2006

43. Loan Repayments/Payroll Cycle Change

    By whitboston, May 19, 2006
    • 12 replies
    • 8.2k views
    • 
    • Mike Preston
    • May 19, 2006

44. Early Withdrawal After Tax Credit

    By Guest jjc418, May 18, 2006
    • 1 reply
    • 1k views
    • 
    • ERISAnut
    • May 19, 2006

45. Higher Match level for Non Highly than Highly

    By Guest padmin, May 15, 2006
    • 4 replies
    • 1.4k views
    • 
    • MWeddell
    • May 18, 2006

46. Am I over analyzing?

    By wsp, May 16, 2006
    • 7 replies
    • 2.5k views
    • 
    • wsp
    • May 18, 2006

47. Professional Employer Organization

    By DLavigne, May 17, 2006
    • 4 replies
    • 1.7k views
    • 
    • ERISAnut
    • May 17, 2006

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

    By Guest wespac, May 17, 2006
    • 1 reply
    • 1.4k views
    • 
    • ERISAnut
    • May 17, 2006

49. Controlled Group

    By commishvp, May 17, 2006
    • 1 reply
    • 1.3k views
    • 
    • ERISAnut
    • May 17, 2006

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

    By Guest Ted Kowalchuk, CFP, CFS,, May 17, 2006
    • 1 reply
    • 1.5k views
    • 
    • jevd
    • May 17, 2006