401(k) Plans

19,295 topics in this forum

1. Rollovers 401k

   By Guest DSquared, March 24, 2006
   • 1 reply
   • 1.2k views
   • 
   • R. Butler
   • March 24, 2006

2. Disabled Participant and 401(k) Safe Harbor Contribution

   By John Feldt ERPA CPC QPA, March 23, 2006
   • 0 replies
   • 1.4k views
   • 
   • John Feldt ERPA CPC QPA
   • March 23, 2006

3. Bonus compensation after PYE

   By Guest ABCI, March 17, 2006
   • 1 reply
   • 1.6k views
   • 
   • Kevin C
   • March 23, 2006

4. Fair allocation formula

   By Guest latwz, March 22, 2006
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • March 23, 2006

5. Terminating a 401K plan

   By Guest Chrisj, March 23, 2006
   • 4 replies
   • 2.2k views
   • 
   • smm
   • March 23, 2006

6. Solo 401(k) plan

   By Guest Pat Metallic, March 23, 2006
   • 1 reply
   • 1.2k views
   • 
   • Lame Duck
   • March 23, 2006

7. Holding account earnings--Are they Annual Additions?

   By jjaatirs, March 23, 2006
   • 1 reply
   • 1.2k views
   • 
   • WDIK
   • March 23, 2006

8. EPCRS and missed deferrals

   By blue, March 22, 2006
   • 3 replies
   • 1.5k views
   • 
   • namealreadyinuse
   • March 23, 2006

9. Earned Income Calculation

   By Stevo-PDX, March 22, 2006
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • March 23, 2006

10. Safe Harbor

    By Guest lskin, March 22, 2006
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • March 23, 2006

11. Dividends in ESOP within 401(k) Plan

    By RCK, March 18, 2006
    • 3 replies
    • 2.2k views
    • 
    • RCK
    • March 22, 2006

12. 401k refund due but total account rolled to IRA

    By alexa, March 21, 2006
    • 4 replies
    • 1.6k views
    • 
    • alexa
    • March 22, 2006

13. QDRO Distirbution

    By Jilliandiz, March 22, 2006
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • March 22, 2006

14. ACP question

    By fiona1, March 16, 2006
    • 6 replies
    • 1.9k views
    • 
    • pmacduff
    • March 22, 2006

15. Safe Harbor 401k

    By Guest lskin, March 21, 2006
    • 4 replies
    • 1.7k views
    • 
    • Tom Poje
    • March 22, 2006

16. ownership percentages

    By Guest dstran, March 21, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 21, 2006

17. Excess deferrals

    By rlb64, March 20, 2006
    • 5 replies
    • 1.5k views
    • 
    • rlb64
    • March 20, 2006

18. 401(k) deferral elections not made

    By Guest skc, February 15, 2006
    • 39 replies
    • 11.8k views
    • 
    • E as in ERISA
    • March 20, 2006

19. Top Heavy - Different Eligibility for EE vs. ER Contributions

    By Guest Ted Kowalchuk, CFP, CFS,, March 20, 2006
    • 1 reply
    • 3.5k views
    • 
    • Tom Poje
    • March 20, 2006

20. Roth K Roll-ins

    By Jed Macy, March 19, 2006
    • 0 replies
    • 1.1k views
    • 
    • Jed Macy
    • March 19, 2006

21. Top Heavy - 2 plans different plan year end

    By Guest terric, March 14, 2006
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 17, 2006

22. ACP earnings

    By Guest Phil Schwartz, March 5, 2006
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • March 17, 2006

23. ECPRS correction procedure - crossing tax years

    By Guest andrea16, March 17, 2006
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • March 17, 2006

24. Company starts a new 401(k) plan

    By Santo Gold, March 15, 2006
    • 11 replies
    • 2.6k views
    • 
    • WDIK
    • March 17, 2006

25. EXCESS MATCH

    By Lori H, March 16, 2006
    • 0 replies
    • 1.5k views
    • 
    • Lori H
    • March 16, 2006

26. Roth 401(k) - Hardships & Loans

    By FormsRstillmylife, March 16, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 16, 2006

27. Late SH plan amendment

    By DTH, March 13, 2006
    • 4 replies
    • 1.8k views
    • 
    • Jim Chad
    • March 16, 2006

28. Super Safe Harbor 401(k)

    By Guest GoldenBear03, March 16, 2006
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 16, 2006

29. "Counterproductive actions" hardship distribution provision

    By namealreadyinuse, March 15, 2006
    • 2 replies
    • 1.8k views
    • 
    • namealreadyinuse
    • March 16, 2006

30. Plan Eligibility

    By Guest Bob Lees, March 15, 2006
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 15, 2006

31. Fail ADP with Plan Limit

    By Guest carsonv, March 15, 2006
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 15, 2006

32. Safe Harbor Eligibility

    By Guest dstran, March 13, 2006
    • 3 replies
    • 2.2k views
    • 
    • Tom Poje
    • March 15, 2006

33. Self Employeed

    By Jilliandiz, March 15, 2006
    • 2 replies
    • 1.2k views
    • 
    • saabraa
    • March 15, 2006

34. Spin-off

    By rlb64, March 15, 2006
    • 0 replies
    • 1.4k views
    • 
    • rlb64
    • March 15, 2006

35. Amendment of traditional 401(k) to make it safe harbor

    By movedon, March 14, 2006
    • 1 reply
    • 1.1k views
    • 
    • Bob R
    • March 15, 2006

36. 401k Excess deferrals to much

    By alexa, March 14, 2006
    • 0 replies
    • 1.1k views
    • 
    • alexa
    • March 14, 2006

37. Corrective Distribution

    By Guest Giovanni, March 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • March 14, 2006

38. ADP testing and Otherwise Excludable EEs

    By Guest DVW, March 13, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 14, 2006

39. Failed ADP - Recharacterization

    By Guest Ted Kowalchuk, CFP, CFS,, March 14, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 14, 2006

40. Why omit HCEs from 3% safe harbor contribution?

    By Guest rickw, March 14, 2006
    • 4 replies
    • 1.5k views
    • 
    • Bird
    • March 14, 2006

41. Control Group and Non-Profit Entities

    By Guest abajeb, March 14, 2006
    • 2 replies
    • 2.3k views
    • 
    • MWeddell
    • March 14, 2006

42. RMD

    By Guest Ted Kowalchuk, CFP, CFS,, March 13, 2006
    • 3 replies
    • 1.4k views
    • 
    • Bird
    • March 13, 2006

43. Termination of 401(k) holding annuities

    By sloble@crowleyfleck.com, March 11, 2006
    • 2 replies
    • 1.3k views
    • 
    • sloble@crowleyfleck.com
    • March 12, 2006

44. RMD's

    By Guest Twinky, March 10, 2006
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • March 12, 2006

45. TOP HEAVY TEST

    By Guest DP in CA, March 10, 2006
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • March 11, 2006

46. Failed ADP/ACP Testing

    By Guest DP in CA, March 10, 2006
    • 3 replies
    • 2k views
    • 
    • Guest
    • March 11, 2006

47. Correction of Excess Match

    By Guest dstran, March 9, 2006
    • 1 reply
    • 1.3k views
    • 
    • Kirk Maldonado
    • March 11, 2006

48. Non-resident Aliens

    By Nate X, March 9, 2006
    • 5 replies
    • 5.7k views
    • 
    • Kirk Maldonado
    • March 11, 2006

49. TOP Heavy Contributions

    By Guest DP in CA, March 10, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 10, 2006

50. Testing requirements for employer with more than 1 plan

    By Guest anne1, March 10, 2006
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 10, 2006