401(k) Plans

19,389 topics in this forum

1. Hardship suspension

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

2. 402(f) Notice for Roth 401(k) distributions

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

3. Foreign stocks in 401(k)

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

4. Severance pay

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

5. changing from actual hours counting to elapsed time

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

6. Roth 401(k) Amendments

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

7. Safe-harbor plan with a CODA

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

8. Amendment to Employer Match-Last Day Requirement

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

9. Corbel Prototype

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

10. Can QMACs count toward the gateway?

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

11. 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

12. late returning of excess contribution

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

13. Amending a safe harbor matching formula mid-year

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

14. Retirement Plan Statistics

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

15. Otherwise Excludable EE's

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

16. Top Heavy Minimum covered by Matching Contributions

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

17. Stock Bonus Program

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

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

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

19. Trsutee RFP

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

20. Military Service - ADP/ACP

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

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

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

22. ACP test

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

23. participant wants to rollover account to ira

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

24. Special Tax Notice and Roth contributions

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

25. Loan "Commercially Available Rate"

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

26. Roth MRD

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

27. Hedge Funds, UBTI and Profit Sharing Plans

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

28. Distributions

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

29. Vacation pay contributed to k instead of lost

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

30. Money Purchase Plan Term mid year

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

31. Roth 401k

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

32. Retired participant with future receivables

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

33. BONUS CHECK: DEFERRALS NOT TAKEN OUT

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

34. 2 Partnerships - Earned Income

    By TBob, March 27, 2006
    • 5 replies
    • 2.3k views
    • 
    • Stevo-PDX
    • March 29, 2006

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

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

36. 401(k) funding deadline for partners/self-employed?

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

37. Volutary After-Tax Contributions

    By Guest dhall5, March 28, 2006
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • March 28, 2006

38. Stock Options and Key Employee "Owner" Definition

    By Guest joshuaadaniels, March 25, 2006
    • 1 reply
    • 2.6k views
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    • R. Butler
    • March 28, 2006

39. top heavy account balances

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

40. Loan Default Prohibited Transaction?

    By Guest NiceGuyMike46205, March 16, 2006
    • 11 replies
    • 3.9k views
    • 
    • Guest
    • March 27, 2006

41. 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

42. Islamic Investment Funds

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

43. tiaa-cref and safe harbor

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

44. Earned Income & Forfeitures

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

45. Rollovers 401k

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

46. 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

47. Bonus compensation after PYE

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

48. Fair allocation formula

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

49. Terminating a 401K plan

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

50. Solo 401(k) plan

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