401(k) Plans

19,366 topics in this forum

1. Plan Eligibility

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

2. Fail ADP with Plan Limit

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

3. Safe Harbor Eligibility

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

4. Self Employeed

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

5. Spin-off

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

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

   By movedon, March 14, 2006
   • 1 reply
   • 1.2k views
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   • Bob R
   • March 15, 2006

7. 401k Excess deferrals to much

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

8. Corrective Distribution

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

9. ADP testing and Otherwise Excludable EEs

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

10. Failed ADP - Recharacterization

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

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

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

12. Control Group and Non-Profit Entities

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

13. RMD

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

14. Termination of 401(k) holding annuities

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

15. RMD's

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

16. TOP HEAVY TEST

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

17. Failed ADP/ACP Testing

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

18. Correction of Excess Match

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

19. Non-resident Aliens

    By Nate X, March 9, 2006
    • 5 replies
    • 5.9k views
    • 
    • Kirk Maldonado
    • March 11, 2006

20. TOP Heavy Contributions

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

21. Testing requirements for employer with more than 1 plan

    By Guest anne1, March 10, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 10, 2006

22. service weighted allocation and the gateway test

    By Santo Gold, March 8, 2006
    • 20 replies
    • 4.4k views
    • 
    • Mike Preston
    • March 10, 2006

23. Earned Income Calculation

    By Guest notapensiongeek, March 9, 2006
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 10, 2006

24. Plan Aggregation

    By Guest jim williams, February 23, 2006
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 10, 2006

25. funding 401k before paydate

    By Guest lindamichals, March 9, 2006
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • March 10, 2006

26. Roth 401(k) Assets to Pay Plan Expenses

    By Jean, March 8, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • March 9, 2006

27. Change of the Timing of Distributions

    By John Feldt ERPA CPC QPA, March 9, 2006
    • 2 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 9, 2006

28. Immediate eligibility ADP testing

    By Sully, February 24, 2006
    • 12 replies
    • 4.5k views
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    • MWeddell
    • March 9, 2006

29. a way to avoid a plan audit?

    By betheeg, February 23, 2006
    • 19 replies
    • 7.4k views
    • 
    • betheeg
    • March 9, 2006

30. Overpayment of Safe Harbor Match

    By ERISA1, March 6, 2006
    • 2 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • March 9, 2006

31. Deferred Sales Charges in Terminating Plan

    By Guest tbreedlove, March 6, 2006
    • 5 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • March 9, 2006

32. "Unlinking" a wrap plan from a 401(k) plan

    By Guest gaham, March 8, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 8, 2006

33. 401(k) with no NHCE deferring

    By Stash026, February 28, 2006
    • 13 replies
    • 4k views
    • 
    • stephen
    • March 8, 2006

34. Is a single participant plan an ERISA plan?

    By Guest HDM, March 7, 2006
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • March 8, 2006

35. Using Plan Assets to Pay Fees

    By Guest jefe96, March 8, 2006
    • 1 reply
    • 1.3k views
    • 
    • jquazza
    • March 8, 2006

36. ADP testing

    By rlb64, March 7, 2006
    • 2 replies
    • 1.9k views
    • 
    • dmwe
    • March 8, 2006

37. Matching Catchup Contributions

    By Guest jae3207, February 23, 2006
    • 10 replies
    • 3.5k views
    • 
    • Guest
    • March 8, 2006

38. Exclusion of eligible employees and QNEC's

    By Sully, March 8, 2006
    • 0 replies
    • 1.3k views
    • 
    • Sully
    • March 8, 2006

39. Money Purchase to Profit Sharing (k)

    By PMC, March 7, 2006
    • 1 reply
    • 1.1k views
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    • four01kman
    • March 7, 2006

40. Separate Elgibility for Part-Timers

    By Guest cxs, March 6, 2006
    • 1 reply
    • 1.3k views
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    • MWeddell
    • March 7, 2006

41. Compensation issue

    By Guest jetfaninmn, March 3, 2006
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • March 6, 2006

42. Top Heavy Coverage Test

    By blue, March 3, 2006
    • 6 replies
    • 3k views
    • 
    • R. Butler
    • March 6, 2006

43. ADP Testing Method Amendment ?

    By Leopurrd, February 27, 2006
    • 12 replies
    • 3.9k views
    • 
    • rcline46
    • March 5, 2006

44. Negative Election - Automatic Enrollment

    By Guest Ted Kowalchuk, CFP, CFS,, February 22, 2006
    • 9 replies
    • 3.7k views
    • 
    • RCK
    • March 4, 2006

45. Contribution to a Terminated Participant?

    By Archimage, March 3, 2006
    • 3 replies
    • 1.5k views
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    • rcline46
    • March 3, 2006

46. Client with more than 1 union plan ADP testing

    By Guest anne1, March 3, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 3, 2006

47. Plan is top heavy, and then Key EE takes a dist

    By Santo Gold, March 3, 2006
    • 3 replies
    • 1.4k views
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    • stephen
    • March 3, 2006

48. Short plan year & 1000 hour rule for share of PS

    By Guest Julie Woulfe, March 3, 2006
    • 2 replies
    • 2.2k views
    • 
    • Archimage
    • March 3, 2006

49. Control Group and Covered Comp

    By Guest abajeb, March 3, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 3, 2006

50. 401K taking a massive beating due to no job...

    By Guest bill545, March 2, 2006
    • 3 replies
    • 1.8k views
    • 
    • E as in ERISA
    • March 2, 2006