401(k) Plans

19,451 topics in this forum

1. Flat Match

   By Guest jetfaninmn, May 9, 2006
   • 3 replies
   • 2k views
   • 
   • ERISAnut
   • May 10, 2006

2. 401(a)(4) Testing

   By Guest LCOLLINS, May 9, 2006
   • 8 replies
   • 3k views
   • 
   • Mike Preston
   • May 9, 2006

3. Easy Plan Term / 5310 Question

   By fiona1, May 2, 2006
   • 9 replies
   • 2.5k views
   • 
   • namealreadyinuse
   • May 9, 2006

4. HALLELUJAH! Rev Proc 2006-27 arrives!

   By Brenda Wren, May 5, 2006
   • 7 replies
   • 3k views
   • 
   • Tom Poje
   • May 8, 2006

5. Prefunded Profit Sharing in excess of allocable

   By Guest Moira, May 5, 2006
   • 2 replies
   • 1.8k views
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   • Archimage
   • May 8, 2006

6. Discretionary Match

   By Guest bluesky, May 6, 2006
   • 0 replies
   • 1.2k views
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   • Guest
   • May 6, 2006

7. Profit Sharing contribution deposited after the tax return due date

   By Guest Tammy2006, May 5, 2006
   • 7 replies
   • 3.3k views
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   • Archimage
   • May 5, 2006

8. SH Match....TH pass

   By K-t-F, May 5, 2006
   • 9 replies
   • 2.3k views
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   • Tom Poje
   • May 5, 2006

9. New 401k with existing SEP

   By Guest TrustMe401k, May 5, 2006
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • May 5, 2006

10. Safe Harbor Mid Year Plan Merger

    By PMC, May 3, 2006
    • 11 replies
    • 4.1k views
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    • PMC
    • May 4, 2006

11. Roth 401k Qualified Distributions

    By Guest BXO, May 3, 2006
    • 7 replies
    • 2.1k views
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    • Guest
    • May 4, 2006

12. excess deferrals

    By Felicia, May 3, 2006
    • 3 replies
    • 1.8k views
    • 
    • ERISAnut
    • May 3, 2006

13. REAL ESTATE - RESPA

    By Guest AlyssaC, May 3, 2006
    • 3 replies
    • 1.4k views
    • 
    • ERISAnut
    • May 3, 2006

14. Excess contributions in off-calendar plan

    By Guest DTromb, May 3, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 3, 2006

15. Incorrect Deferral and Matching Allocations

    By mming, May 2, 2006
    • 0 replies
    • 1.2k views
    • 
    • mming
    • May 2, 2006

16. Distribution to Resident Alien

    By Guest abajeb, May 2, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 2, 2006

17. Mid-year safe harbor 401(k) change

    By Guest Rae, May 2, 2006
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • May 2, 2006

18. Life Insurance Distributions

    By austin3515, May 2, 2006
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • May 2, 2006

19. Harship Distribution

    By Jilliandiz, May 1, 2006
    • 2 replies
    • 1.6k views
    • 
    • wsp
    • May 1, 2006

20. Salary Research

    By Guest CAadmin, April 19, 2006
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 1, 2006

21. Exclusions in a Safe Harbor 401(k) Plan

    By Guest facade, April 26, 2006
    • 12 replies
    • 10.4k views
    • 
    • Guest
    • April 28, 2006

22. Excel formula to determine basic safe harbor match

    By Guest Bear, April 28, 2006
    • 2 replies
    • 24k views
    • 
    • Guest
    • April 28, 2006

23. ADP testing failing - any suggestions?

    By Guest terric, April 21, 2006
    • 6 replies
    • 1.6k views
    • 
    • MR
    • April 28, 2006

24. Employer Matching in December, Withdrawls, Loans

    By Guest archimedes_pie, April 3, 2006
    • 15 replies
    • 2.7k views
    • 
    • MR
    • April 28, 2006

25. Mandatory cash out (IRA) question

    By k man, April 27, 2006
    • 4 replies
    • 1.6k views
    • 
    • Archimage
    • April 27, 2006

26. Top Heavy Question

    By wsp, April 26, 2006
    • 4 replies
    • 2.7k views
    • 
    • wsp
    • April 27, 2006

27. Investing in Company Stock 401(k) Any limits?

    By Guest SPrince, April 25, 2006
    • 1 reply
    • 1.3k views
    • 
    • BeckyMiller
    • April 26, 2006

28. Distribution Fees

    By Guest TPA Guy, April 21, 2006
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • April 26, 2006

29. Small Balance & Distribution Fees

    By Guest CindyB, April 13, 2006
    • 1 reply
    • 1.7k views
    • 
    • ERISAnut
    • April 26, 2006

30. 401k

    By Guest lskin, April 24, 2006
    • 3 replies
    • 1.4k views
    • 
    • ERISAnut
    • April 26, 2006

31. Simple IRA / 401(k)

    By Guest moltengater, April 21, 2006
    • 1 reply
    • 1.1k views
    • 
    • ERISAnut
    • April 26, 2006

32. Hardship Withdrawal

    By Guest M.A., April 25, 2006
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • April 26, 2006

33. 3% SHNEC

    By SMB, April 26, 2006
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • April 26, 2006

34. Automatic enrollment

    By katieinny, April 26, 2006
    • 3 replies
    • 1.4k views
    • 
    • E as in ERISA
    • April 26, 2006

35. Silver Boullions in a 401(k) Plan?

    By Guest notapensiongeek, April 21, 2006
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • April 26, 2006

36. Payroll Administrator Forgot to deduct loan payments

    By Guest justbetmd, April 25, 2006
    • 3 replies
    • 2.4k views
    • 
    • stephen
    • April 26, 2006

37. LATE CONTRIBUTION, 5330, VFCP

    By Guest cxs, April 25, 2006
    • 1 reply
    • 1.8k views
    • 
    • bzorc
    • April 25, 2006

38. Limiting HCE Deferrals through Corporate Resolution

    By Guest psgross, July 11, 2005
    • 5 replies
    • 1.9k views
    • 
    • E as in ERISA
    • April 25, 2006

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

    By MarZDoates, March 15, 2006
    • 5 replies
    • 4.2k views
    • 
    • Archimage
    • April 24, 2006

40. Timing of Amendment

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

41. Forfeitures and Coverage Testing

    By DTH, April 21, 2006
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • April 21, 2006

42. 401(k) contribution limits and health benefits

    By Guest paytaxesforusa, April 10, 2006
    • 3 replies
    • 9.1k views
    • 
    • GBurns
    • April 21, 2006

43. Discontinue add'l fixed match in SH plan

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

44. Testing order

    By wsp, April 20, 2006
    • 5 replies
    • 1.9k views
    • 
    • Tom Poje
    • April 21, 2006

45. Autoenrollment Implementation

    By alexa, April 21, 2006
    • 0 replies
    • 1.1k views
    • 
    • alexa
    • April 21, 2006

46. Control Group Transfer

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

47. Switch from ADP/ACP to SH

    By Guest SDPension, April 19, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • April 20, 2006

48. timing of profit sharing contribution for related employers

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

49. 501(c)3 Plan

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

50. Deadline for Excess Deferral Corrective Distribution-2005

    By Guest CJK, April 13, 2006
    • 19 replies
    • 4.4k views
    • 
    • fiona1
    • April 18, 2006