401(k) Plans

19,451 topics in this forum

1. Nondiscriminatory Amendment

   By John Feldt ERPA CPC QPA, April 17, 2006
   • 5 replies
   • 1.5k views
   • 
   • John Feldt ERPA CPC QPA
   • April 17, 2006

2. 401(k)/catch-up/profit sharing contributions

   By Guest babs51, April 14, 2006
   • 1 reply
   • 1.2k views
   • 
   • Archimage
   • April 17, 2006

3. QDCF and spousal consent

   By Guest Hans Lewis, April 15, 2006
   • 1 reply
   • 2.1k views
   • 
   • david rigby
   • April 16, 2006

4. Life insurance distribution from a PSP

   By Guest JohnSB, April 14, 2006
   • 1 reply
   • 1.7k views
   • 
   • Bill Presson
   • April 15, 2006

5. Can Roth 401(k) Elections Be "All or Nothing"?

   By Guest Grumpy456, April 13, 2006
   • 15 replies
   • 4.6k views
   • 
   • austin3515
   • April 14, 2006

6. GICs and surrender charges

   By eilano, April 5, 2006
   • 19 replies
   • 7.9k views
   • 
   • RCK
   • April 14, 2006

7. Failed ADP Test: $6 refund

   By Guest notapensiongeek, April 14, 2006
   • 1 reply
   • 1.6k views
   • 
   • E as in ERISA
   • April 14, 2006

8. Down to the Wire on 402(g) Correction!

   By rocknrolls2, April 13, 2006
   • 4 replies
   • 1.6k views
   • 
   • QDROphile
   • April 14, 2006

9. Custodial Guarantee - no loss for fraud

   By Erik Read, April 12, 2006
   • 1 reply
   • 1.9k views
   • 
   • Erik Read
   • April 13, 2006

10. Excess contributions not returned timely

    By blue, April 12, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • April 13, 2006

11. distribution w/ no withholding

    By Guest babs51, April 11, 2006
    • 4 replies
    • 1.4k views
    • 
    • Archimage
    • April 13, 2006

12. Beneficiary Designation

    By Guest Badger, April 12, 2006
    • 3 replies
    • 1.8k views
    • 
    • Everett Moreland
    • April 13, 2006

13. Hardship suspension

    By Guest anne1, April 12, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 12, 2006

14. 402(f) Notice for Roth 401(k) distributions

    By Belgarath, April 11, 2006
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 11, 2006

15. Foreign stocks in 401(k)

    By Guest helpmewithtaxes, April 10, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • April 11, 2006

16. Severance pay

    By Guest RJF, March 28, 2006
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • April 10, 2006

17. changing from actual hours counting to elapsed time

    By Guest anne1, March 29, 2006
    • 2 replies
    • 4.6k views
    • 
    • Kirk Maldonado
    • April 10, 2006

18. Roth 401(k) Amendments

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

19. Safe-harbor plan with a CODA

    By Guest Bruce Bonanomi, April 7, 2006
    • 3 replies
    • 5.3k views
    • 
    • Bill Presson
    • April 8, 2006

20. Amendment to Employer Match-Last Day Requirement

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

21. Corbel Prototype

    By Archimage, April 6, 2006
    • 6 replies
    • 1.9k views
    • 
    • namealreadyinuse
    • April 7, 2006

22. Can QMACs count toward the gateway?

    By Guest Dave Peckham, April 5, 2006
    • 7 replies
    • 2.9k views
    • 
    • Belgarath
    • April 6, 2006

23. Prior Year Testing and Change in Comp provisions

    By Guest Cinco, March 29, 2006
    • 3 replies
    • 2.6k views
    • 
    • Tom Poje
    • April 6, 2006

24. late returning of excess contribution

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

25. Amending a safe harbor matching formula mid-year

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

26. Retirement Plan Statistics

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

27. Otherwise Excludable EE's

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

28. Top Heavy Minimum covered by Matching Contributions

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

29. Stock Bonus Program

    By Guest benefitstudent, March 28, 2006
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 3, 2006

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

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

31. Trsutee RFP

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

32. Military Service - ADP/ACP

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

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

    By Guest Iwonder, March 23, 2006
    • 7 replies
    • 2k views
    • 
    • WDIK
    • March 31, 2006

34. ACP test

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

35. participant wants to rollover account to ira

    By Lori H, March 30, 2006
    • 4 replies
    • 1.5k views
    • 
    • R. Butler
    • March 31, 2006

36. Special Tax Notice and Roth contributions

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

37. Loan "Commercially Available Rate"

    By Guest stevena1, March 30, 2006
    • 5 replies
    • 2k views
    • 
    • R. Butler
    • March 31, 2006

38. Roth MRD

    By WDIK, March 30, 2006
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • March 30, 2006

39. Hedge Funds, UBTI and Profit Sharing Plans

    By Guest NeophiteTPA, March 30, 2006
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • March 30, 2006

40. Distributions

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

41. Vacation pay contributed to k instead of lost

    By Erik Read, March 30, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 30, 2006

42. Money Purchase Plan Term mid year

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

43. Roth 401k

    By alexa, March 30, 2006
    • 2 replies
    • 1.8k views
    • 
    • namealreadyinuse
    • March 30, 2006

44. Retired participant with future receivables

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

45. BONUS CHECK: DEFERRALS NOT TAKEN OUT

    By Lori H, March 29, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 29, 2006

46. 2 Partnerships - Earned Income

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

47. 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

48. 401(k) funding deadline for partners/self-employed?

    By Guest squid23, March 28, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 28, 2006

49. Volutary After-Tax Contributions

    By Guest dhall5, March 28, 2006
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • March 28, 2006

50. Stock Options and Key Employee "Owner" Definition

    By Guest joshuaadaniels, March 25, 2006
    • 1 reply
    • 2.7k views
    • 
    • R. Butler
    • March 28, 2006