401(k) Plans

19,366 topics in this forum

1. Payroll Administrator Forgot to deduct loan payments

   By Guest justbetmd, April 25, 2006
   • 3 replies
   • 2.3k views
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   • stephen
   • April 26, 2006

2. LATE CONTRIBUTION, 5330, VFCP

   By Guest cxs, April 25, 2006
   • 1 reply
   • 1.7k views
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   • bzorc
   • April 25, 2006

3. Limiting HCE Deferrals through Corporate Resolution

   By Guest psgross, July 11, 2005
   • 5 replies
   • 1.8k views
   • 
   • E as in ERISA
   • April 25, 2006

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

   By MarZDoates, March 15, 2006
   • 5 replies
   • 4.1k views
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   • Archimage
   • April 24, 2006

5. Timing of Amendment

   By Guest Ted Kowalchuk, CFP, CFS,, April 20, 2006
   • 10 replies
   • 2k views
   • 
   • Just Me
   • April 22, 2006

6. Forfeitures and Coverage Testing

   By DTH, April 21, 2006
   • 1 reply
   • 1.2k views
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   • Tom Poje
   • April 21, 2006

7. 401(k) contribution limits and health benefits

   By Guest paytaxesforusa, April 10, 2006
   • 3 replies
   • 8.8k views
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   • GBurns
   • April 21, 2006

8. Discontinue add'l fixed match in SH plan

   By Guest GandJ, April 19, 2006
   • 2 replies
   • 1.6k views
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   • Guest
   • April 21, 2006

9. Testing order

   By wsp, April 20, 2006
   • 5 replies
   • 1.8k views
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   • Tom Poje
   • April 21, 2006

10. Autoenrollment Implementation

    By alexa, April 21, 2006
    • 0 replies
    • 1k views
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    • alexa
    • April 21, 2006

11. Control Group Transfer

    By Guest padmin, April 20, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 20, 2006

12. Switch from ADP/ACP to SH

    By Guest SDPension, April 19, 2006
    • 1 reply
    • 1.1k views
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    • Tom Poje
    • April 20, 2006

13. timing of profit sharing contribution for related employers

    By k man, April 18, 2006
    • 8 replies
    • 2.5k views
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    • WDIK
    • April 19, 2006

14. 501(c)3 Plan

    By Guest lgm, April 18, 2006
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 19, 2006

15. Deadline for Excess Deferral Corrective Distribution-2005

    By Guest CJK, April 13, 2006
    • 19 replies
    • 4.2k views
    • 
    • fiona1
    • April 18, 2006

16. Nondiscriminatory Amendment

    By John Feldt ERPA CPC QPA, April 17, 2006
    • 5 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • April 17, 2006

17. 401(k)/catch-up/profit sharing contributions

    By Guest babs51, April 14, 2006
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • April 17, 2006

18. QDCF and spousal consent

    By Guest Hans Lewis, April 15, 2006
    • 1 reply
    • 2k views
    • 
    • david rigby
    • April 16, 2006

19. Life insurance distribution from a PSP

    By Guest JohnSB, April 14, 2006
    • 1 reply
    • 1.6k views
    • 
    • Bill Presson
    • April 15, 2006

20. Can Roth 401(k) Elections Be "All or Nothing"?

    By Guest Grumpy456, April 13, 2006
    • 15 replies
    • 4.1k views
    • 
    • austin3515
    • April 14, 2006

21. GICs and surrender charges

    By eilano, April 5, 2006
    • 19 replies
    • 7.5k views
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    • RCK
    • April 14, 2006

22. Failed ADP Test: $6 refund

    By Guest notapensiongeek, April 14, 2006
    • 1 reply
    • 1.6k views
    • 
    • E as in ERISA
    • April 14, 2006

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

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

24. Custodial Guarantee - no loss for fraud

    By Erik Read, April 12, 2006
    • 1 reply
    • 1.9k views
    • 
    • Erik Read
    • April 13, 2006

25. Excess contributions not returned timely

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

26. distribution w/ no withholding

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

27. Beneficiary Designation

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

28. Hardship suspension

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

29. 402(f) Notice for Roth 401(k) distributions

    By Belgarath, April 11, 2006
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • April 11, 2006

30. Foreign stocks in 401(k)

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

31. Severance pay

    By Guest RJF, March 28, 2006
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • April 10, 2006

32. changing from actual hours counting to elapsed time

    By Guest anne1, March 29, 2006
    • 2 replies
    • 4.5k views
    • 
    • Kirk Maldonado
    • April 10, 2006

33. Roth 401(k) Amendments

    By PMC, April 7, 2006
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • April 10, 2006

34. Safe-harbor plan with a CODA

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

35. Amendment to Employer Match-Last Day Requirement

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

36. Corbel Prototype

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

37. Can QMACs count toward the gateway?

    By Guest Dave Peckham, April 5, 2006
    • 7 replies
    • 2.8k views
    • 
    • Belgarath
    • April 6, 2006

38. 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

39. late returning of excess contribution

    By Guest stillwater, April 5, 2006
    • 3 replies
    • 1.7k views
    • 
    • fiona1
    • April 5, 2006

40. Amending a safe harbor matching formula mid-year

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

41. Retirement Plan Statistics

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

42. Otherwise Excludable EE's

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

43. Top Heavy Minimum covered by Matching Contributions

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

44. Stock Bonus Program

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

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

    By Guest Pam Mc, April 3, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 3, 2006

46. Trsutee RFP

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

47. Military Service - ADP/ACP

    By fiona1, March 31, 2006
    • 2 replies
    • 1.4k views
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    • WDIK
    • March 31, 2006

48. Lump sum rec'd but not the entire account balance

    By Guest Iwonder, March 23, 2006
    • 7 replies
    • 1.9k views
    • 
    • WDIK
    • March 31, 2006

49. ACP test

    By Guest dstran, March 31, 2006
    • 2 replies
    • 1.5k views
    • 
    • Archimage
    • March 31, 2006

50. participant wants to rollover account to ira

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