401(k) Plans

19,502 topics in this forum

1. Stock Options and Key Employee "Owner" Definition

   By Guest joshuaadaniels, March 25, 2006
   • 1 reply
   • 3k views
   • 
   • R. Butler
   • March 28, 2006

2. top heavy account balances

   By Guest dstran, March 27, 2006
   • 1 reply
   • 1.4k views
   • 
   • WDIK
   • March 27, 2006

3. Loan Default Prohibited Transaction?

   By Guest NiceGuyMike46205, March 16, 2006
   • 11 replies
   • 4.2k views
   • 
   • Guest
   • March 27, 2006

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

   By Guest CMSP, October 11, 2005
   • 9 replies
   • 2.7k views
   • 
   • Locust
   • March 24, 2006

5. Islamic Investment Funds

   By rocknrolls2, March 23, 2006
   • 10 replies
   • 3.5k views
   • 
   • david rigby
   • March 24, 2006

6. tiaa-cref and safe harbor

   By Lori H, March 24, 2006
   • 1 reply
   • 2k views
   • 
   • WDIK
   • March 24, 2006

7. Earned Income & Forfeitures

   By austin3515, March 23, 2006
   • 2 replies
   • 1.6k views
   • 
   • Bird
   • March 24, 2006

8. Rollovers 401k

   By Guest DSquared, March 24, 2006
   • 1 reply
   • 1.3k views
   • 
   • R. Butler
   • March 24, 2006

9. Disabled Participant and 401(k) Safe Harbor Contribution

   By John Feldt ERPA CPC QPA, March 23, 2006
   • 0 replies
   • 1.6k views
   • 
   • John Feldt ERPA CPC QPA
   • March 23, 2006

10. Bonus compensation after PYE

    By Guest ABCI, March 17, 2006
    • 1 reply
    • 1.8k views
    • 
    • Kevin C
    • March 23, 2006

11. Fair allocation formula

    By Guest latwz, March 22, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 23, 2006

12. Terminating a 401K plan

    By Guest Chrisj, March 23, 2006
    • 4 replies
    • 2.4k views
    • 
    • smm
    • March 23, 2006

13. Solo 401(k) plan

    By Guest Pat Metallic, March 23, 2006
    • 1 reply
    • 1.3k views
    • 
    • Lame Duck
    • March 23, 2006

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

    By jjaatirs, March 23, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • March 23, 2006

15. EPCRS and missed deferrals

    By blue, March 22, 2006
    • 3 replies
    • 1.7k views
    • 
    • namealreadyinuse
    • March 23, 2006

16. Earned Income Calculation

    By Stevo-PDX, March 22, 2006
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • March 23, 2006

17. Safe Harbor

    By Guest lskin, March 22, 2006
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • March 23, 2006

18. Dividends in ESOP within 401(k) Plan

    By RCK, March 18, 2006
    • 3 replies
    • 2.5k views
    • 
    • RCK
    • March 22, 2006

19. 401k refund due but total account rolled to IRA

    By alexa, March 21, 2006
    • 4 replies
    • 1.8k views
    • 
    • alexa
    • March 22, 2006

20. QDRO Distirbution

    By Jilliandiz, March 22, 2006
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • March 22, 2006

21. ACP question

    By fiona1, March 16, 2006
    • 6 replies
    • 2.2k views
    • 
    • pmacduff
    • March 22, 2006

22. Safe Harbor 401k

    By Guest lskin, March 21, 2006
    • 4 replies
    • 1.9k views
    • 
    • Tom Poje
    • March 22, 2006

23. ownership percentages

    By Guest dstran, March 21, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 21, 2006

24. Excess deferrals

    By rlb64, March 20, 2006
    • 5 replies
    • 1.7k views
    • 
    • rlb64
    • March 20, 2006

25. 401(k) deferral elections not made

    By Guest skc, February 15, 2006
    • 39 replies
    • 13k views
    • 
    • E as in ERISA
    • March 20, 2006

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

    By Guest Ted Kowalchuk, CFP, CFS,, March 20, 2006
    • 1 reply
    • 3.8k views
    • 
    • Tom Poje
    • March 20, 2006

27. Roth K Roll-ins

    By Jed Macy, March 19, 2006
    • 0 replies
    • 1.4k views
    • 
    • Jed Macy
    • March 19, 2006

28. Top Heavy - 2 plans different plan year end

    By Guest terric, March 14, 2006
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • March 17, 2006

29. ACP earnings

    By Guest Phil Schwartz, March 5, 2006
    • 3 replies
    • 1.9k views
    • 
    • WDIK
    • March 17, 2006

30. ECPRS correction procedure - crossing tax years

    By Guest andrea16, March 17, 2006
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • March 17, 2006

31. Company starts a new 401(k) plan

    By Santo Gold, March 15, 2006
    • 11 replies
    • 2.9k views
    • 
    • WDIK
    • March 17, 2006

32. EXCESS MATCH

    By Lori H, March 16, 2006
    • 0 replies
    • 1.7k views
    • 
    • Lori H
    • March 16, 2006

33. Roth 401(k) - Hardships & Loans

    By FormsRstillmylife, March 16, 2006
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 16, 2006

34. Late SH plan amendment

    By DTH, March 13, 2006
    • 4 replies
    • 2.2k views
    • 
    • Jim Chad
    • March 16, 2006

35. Super Safe Harbor 401(k)

    By Guest GoldenBear03, March 16, 2006
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 16, 2006

36. "Counterproductive actions" hardship distribution provision

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

37. Plan Eligibility

    By Guest Bob Lees, March 15, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 15, 2006

38. Fail ADP with Plan Limit

    By Guest carsonv, March 15, 2006
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 15, 2006

39. Safe Harbor Eligibility

    By Guest dstran, March 13, 2006
    • 3 replies
    • 2.4k views
    • 
    • Tom Poje
    • March 15, 2006

40. Self Employeed

    By Jilliandiz, March 15, 2006
    • 2 replies
    • 1.3k views
    • 
    • saabraa
    • March 15, 2006

41. Spin-off

    By rlb64, March 15, 2006
    • 0 replies
    • 1.6k views
    • 
    • rlb64
    • March 15, 2006

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

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

43. 401k Excess deferrals to much

    By alexa, March 14, 2006
    • 0 replies
    • 1.3k views
    • 
    • alexa
    • March 14, 2006

44. Corrective Distribution

    By Guest Giovanni, March 14, 2006
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • March 14, 2006

45. ADP testing and Otherwise Excludable EEs

    By Guest DVW, March 13, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 14, 2006

46. Failed ADP - Recharacterization

    By Guest Ted Kowalchuk, CFP, CFS,, March 14, 2006
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 14, 2006

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

    By Guest rickw, March 14, 2006
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • March 14, 2006

48. Control Group and Non-Profit Entities

    By Guest abajeb, March 14, 2006
    • 2 replies
    • 2.6k views
    • 
    • MWeddell
    • March 14, 2006

49. RMD

    By Guest Ted Kowalchuk, CFP, CFS,, March 13, 2006
    • 3 replies
    • 1.5k views
    • 
    • Bird
    • March 13, 2006

50. Termination of 401(k) holding annuities

    By sloble@crowleyfleck.com, March 11, 2006
    • 2 replies
    • 1.6k views
    • 
    • sloble@crowleyfleck.com
    • March 12, 2006