401(k) Plans

19,413 topics in this forum

1. Hedge Funds, UBTI and Profit Sharing Plans

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

2. Distributions

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

3. Vacation pay contributed to k instead of lost

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

4. 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

5. Roth 401k

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

6. Retired participant with future receivables

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

7. 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

8. 2 Partnerships - Earned Income

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

9. 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

10. 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

11. Volutary After-Tax Contributions

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

12. Stock Options and Key Employee "Owner" Definition

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

13. top heavy account balances

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

14. Loan Default Prohibited Transaction?

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

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

    By Guest CMSP, October 11, 2005
    • 9 replies
    • 2.6k views
    • 
    • Locust
    • March 24, 2006

16. Islamic Investment Funds

    By rocknrolls2, March 23, 2006
    • 10 replies
    • 3.1k views
    • 
    • david rigby
    • March 24, 2006

17. tiaa-cref and safe harbor

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

18. Earned Income & Forfeitures

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

19. Rollovers 401k

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

20. 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

21. Bonus compensation after PYE

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

22. Fair allocation formula

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

23. Terminating a 401K plan

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

24. Solo 401(k) plan

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

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

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

26. EPCRS and missed deferrals

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

27. Earned Income Calculation

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

28. Safe Harbor

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

29. Dividends in ESOP within 401(k) Plan

    By RCK, March 18, 2006
    • 3 replies
    • 2.3k views
    • 
    • RCK
    • March 22, 2006

30. 401k refund due but total account rolled to IRA

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

31. QDRO Distirbution

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

32. ACP question

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

33. Safe Harbor 401k

    By Guest lskin, March 21, 2006
    • 4 replies
    • 1.8k views
    • 
    • Tom Poje
    • March 22, 2006

34. ownership percentages

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

35. Excess deferrals

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

36. 401(k) deferral elections not made

    By Guest skc, February 15, 2006
    • 39 replies
    • 12.2k views
    • 
    • E as in ERISA
    • March 20, 2006

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

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

38. Roth K Roll-ins

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

39. Top Heavy - 2 plans different plan year end

    By Guest terric, March 14, 2006
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • March 17, 2006

40. ACP earnings

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

41. 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

42. Company starts a new 401(k) plan

    By Santo Gold, March 15, 2006
    • 11 replies
    • 2.7k views
    • 
    • WDIK
    • March 17, 2006

43. EXCESS MATCH

    By Lori H, March 16, 2006
    • 0 replies
    • 1.6k views
    • 
    • Lori H
    • March 16, 2006

44. Roth 401(k) - Hardships & Loans

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

45. Late SH plan amendment

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

46. Super Safe Harbor 401(k)

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

47. "Counterproductive actions" hardship distribution provision

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

48. Plan Eligibility

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

49. Fail ADP with Plan Limit

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

50. Safe Harbor Eligibility

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