401(k) Plans

19,366 topics in this forum

1. Special Tax Notice and Roth contributions

   By Guest breakwater, March 31, 2006
   • 1 reply
   • 1.4k views
   • 
   • namealreadyinuse
   • March 31, 2006

2. Loan "Commercially Available Rate"

   By Guest stevena1, March 30, 2006
   • 5 replies
   • 1.9k views
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   • R. Butler
   • March 31, 2006

3. Roth MRD

   By WDIK, March 30, 2006
   • 5 replies
   • 2k views
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   • Guest
   • March 30, 2006

4. Hedge Funds, UBTI and Profit Sharing Plans

   By Guest NeophiteTPA, March 30, 2006
   • 3 replies
   • 2.4k views
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   • Guest
   • March 30, 2006

5. Distributions

   By Jilliandiz, March 30, 2006
   • 3 replies
   • 1.4k views
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   • MWeddell
   • March 30, 2006

6. Vacation pay contributed to k instead of lost

   By Erik Read, March 30, 2006
   • 2 replies
   • 1.5k views
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   • Guest
   • March 30, 2006

7. Money Purchase Plan Term mid year

   By Guest NeophiteTPA, March 24, 2006
   • 1 reply
   • 1.5k views
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   • Ron Snyder
   • March 30, 2006

8. Roth 401k

   By alexa, March 30, 2006
   • 2 replies
   • 1.7k views
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   • namealreadyinuse
   • March 30, 2006

9. Retired participant with future receivables

   By Guest Sbart62, March 29, 2006
   • 4 replies
   • 1.4k views
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   • JanetM
   • March 29, 2006

10. BONUS CHECK: DEFERRALS NOT TAKEN OUT

    By Lori H, March 29, 2006
    • 2 replies
    • 1.7k views
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    • Guest
    • March 29, 2006

11. 2 Partnerships - Earned Income

    By TBob, March 27, 2006
    • 5 replies
    • 2.2k views
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    • Stevo-PDX
    • March 29, 2006

12. keeping the PS portion from a 401(k) PS Plan

    By Santo Gold, March 28, 2006
    • 1 reply
    • 1.2k views
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    • Guest
    • March 28, 2006

13. 401(k) funding deadline for partners/self-employed?

    By Guest squid23, March 28, 2006
    • 0 replies
    • 1.5k views
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    • Guest
    • March 28, 2006

14. Volutary After-Tax Contributions

    By Guest dhall5, March 28, 2006
    • 5 replies
    • 3k views
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    • Guest
    • March 28, 2006

15. Stock Options and Key Employee "Owner" Definition

    By Guest joshuaadaniels, March 25, 2006
    • 1 reply
    • 2.5k views
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    • R. Butler
    • March 28, 2006

16. top heavy account balances

    By Guest dstran, March 27, 2006
    • 1 reply
    • 1.3k views
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    • WDIK
    • March 27, 2006

17. Loan Default Prohibited Transaction?

    By Guest NiceGuyMike46205, March 16, 2006
    • 11 replies
    • 3.8k views
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    • Guest
    • March 27, 2006

18. Failure to Adopt Automatic Rollover Good Faith Amendment by Deadline

    By Guest CMSP, October 11, 2005
    • 9 replies
    • 2.5k views
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    • Locust
    • March 24, 2006

19. Islamic Investment Funds

    By rocknrolls2, March 23, 2006
    • 10 replies
    • 3k views
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    • david rigby
    • March 24, 2006

20. tiaa-cref and safe harbor

    By Lori H, March 24, 2006
    • 1 reply
    • 1.7k views
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    • WDIK
    • March 24, 2006

21. Earned Income & Forfeitures

    By austin3515, March 23, 2006
    • 2 replies
    • 1.5k views
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    • Bird
    • March 24, 2006

22. Rollovers 401k

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

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

    By John Feldt ERPA CPC QPA, March 23, 2006
    • 0 replies
    • 1.5k views
    • 
    • John Feldt ERPA CPC QPA
    • March 23, 2006

24. Bonus compensation after PYE

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

25. Fair allocation formula

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

26. Terminating a 401K plan

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

27. Solo 401(k) plan

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

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

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

29. EPCRS and missed deferrals

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

30. Earned Income Calculation

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

31. Safe Harbor

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

32. Dividends in ESOP within 401(k) Plan

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

33. 401k refund due but total account rolled to IRA

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

34. QDRO Distirbution

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

35. ACP question

    By fiona1, March 16, 2006
    • 6 replies
    • 2k views
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    • pmacduff
    • March 22, 2006

36. Safe Harbor 401k

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

37. ownership percentages

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

38. Excess deferrals

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

39. 401(k) deferral elections not made

    By Guest skc, February 15, 2006
    • 39 replies
    • 12k views
    • 
    • E as in ERISA
    • March 20, 2006

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

    By Guest Ted Kowalchuk, CFP, CFS,, March 20, 2006
    • 1 reply
    • 3.6k views
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    • Tom Poje
    • March 20, 2006

41. Roth K Roll-ins

    By Jed Macy, March 19, 2006
    • 0 replies
    • 1.2k views
    • 
    • Jed Macy
    • March 19, 2006

42. Top Heavy - 2 plans different plan year end

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

43. ACP earnings

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

44. ECPRS correction procedure - crossing tax years

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

45. Company starts a new 401(k) plan

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

46. EXCESS MATCH

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

47. Roth 401(k) - Hardships & Loans

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

48. Late SH plan amendment

    By DTH, March 13, 2006
    • 4 replies
    • 1.9k views
    • 
    • Jim Chad
    • March 16, 2006

49. Super Safe Harbor 401(k)

    By Guest GoldenBear03, March 16, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 16, 2006

50. "Counterproductive actions" hardship distribution provision

    By namealreadyinuse, March 15, 2006
    • 2 replies
    • 1.9k views
    • 
    • namealreadyinuse
    • March 16, 2006