401(k) Plans

19,366 topics in this forum

1. Safe Harbor Amendment

   By Jilliandiz, January 23, 2006
   • 4 replies
   • 1.6k views
   • 
   • James Matt Ullakko
   • January 26, 2006

2. Plan Termination

   By Guest hitt24, January 26, 2006
   • 1 reply
   • 1.2k views
   • 
   • namealreadyinuse
   • January 26, 2006

3. Over-restored Surrender Charge - Do what w/ the excess

   By BeanCounterBlues, January 23, 2006
   • 2 replies
   • 1.8k views
   • 
   • Kevin C
   • January 26, 2006

4. Elapsed Time Vesting Question

   By TBob, January 25, 2006
   • 2 replies
   • 6.4k views
   • 
   • david rigby
   • January 25, 2006

5. unrequested plan change

   By Guest cshindc, January 25, 2006
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • January 25, 2006

6. 2005 401(k) Plan in 2006

   By Guest jetfaninmn, January 24, 2006
   • 8 replies
   • 1.5k views
   • 
   • Guest
   • January 25, 2006

7. 12b-1 fees

   By Guest anne1, January 17, 2006
   • 13 replies
   • 3.3k views
   • 
   • GBurns
   • January 24, 2006

8. 401k compliance testing

   By Guest dstran, January 24, 2006
   • 3 replies
   • 1.5k views
   • 
   • Tom Poje
   • January 24, 2006

9. Compensation

   By k man, January 24, 2006
   • 0 replies
   • 1.2k views
   • 
   • k man
   • January 24, 2006

10. Two Company 401(k)s?

    By Guest JetService, January 24, 2006
    • 2 replies
    • 1.3k views
    • 
    • Lame Duck
    • January 24, 2006

11. related match for ADP failure

    By Tom Poje, January 23, 2006
    • 4 replies
    • 2.7k views
    • 
    • E as in ERISA
    • January 23, 2006

12. Roth IRA to Roth 401(k)

    By Guest Clain, January 23, 2006
    • 1 reply
    • 1.5k views
    • 
    • Bird
    • January 23, 2006

13. Are Deductions Technically under 162 or 404?

    By namealreadyinuse, January 20, 2006
    • 2 replies
    • 1.3k views
    • 
    • namealreadyinuse
    • January 20, 2006

14. Off Calendar Year Catch-Up

    By §#$%!, January 19, 2006
    • 4 replies
    • 2.5k views
    • 
    • §#$%!
    • January 20, 2006

15. 411(d)(6)

    By Guest ALittleHelpNeeded, January 19, 2006
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • January 19, 2006

16. ONE TO ONE QNEC

    By Guest moltengater, January 19, 2006
    • 1 reply
    • 1.9k views
    • 
    • jquazza
    • January 19, 2006

17. Plan Year Change to have Safe Harbor Plan

    By Guest dstran, January 18, 2006
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • January 19, 2006

18. Help with 401K annuity roll-over

    By Guest heike, January 14, 2006
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • January 19, 2006

19. Participant loans

    By rlb64, January 18, 2006
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 19, 2006

20. Safe Harbor 401(k) & Excluded Compensation

    By buckaroo, January 18, 2006
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • January 18, 2006

21. Benefits Rights and Features

    By Guest cxs, December 21, 2005
    • 6 replies
    • 3.2k views
    • 
    • Guest
    • January 18, 2006

22. new company, old tax id#

    By MR, January 16, 2006
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • January 18, 2006

23. Roth 401k Question

    By Guest gfowler, January 17, 2006
    • 3 replies
    • 1.8k views
    • 
    • stephen
    • January 17, 2006

24. HCE, SH & waiving out

    By Guest DazedAndConfused, January 17, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 17, 2006

25. Store Sale

    By Guest hitt24, January 17, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 17, 2006

26. Canadian one-man-show SoloK plan

    By K-t-F, January 14, 2006
    • 1 reply
    • 1.3k views
    • 
    • K-t-F
    • January 16, 2006

27. Top Heavy

    By Guest cconnell, January 16, 2006
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • January 16, 2006

28. Last Day of Plan Year 12/30?

    By MarZDoates, January 12, 2006
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • January 14, 2006

29. Dual Eligibility

    By MBCarey, January 13, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 13, 2006

30. Discretionary Match Contribution

    By Guest grazetti, January 13, 2006
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • January 13, 2006

31. Payouts

    By Jilliandiz, December 21, 2005
    • 4 replies
    • 1.6k views
    • 
    • James Matt Ullakko
    • January 13, 2006

32. Simple & 4K limits

    By mschwechter, January 12, 2006
    • 1 reply
    • 1.1k views
    • 
    • saabraa
    • January 12, 2006

33. Safe Harbor 401(k) - Coverage Test Question

    By MarZDoates, January 12, 2006
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • January 12, 2006

34. Timely Matching Contributions

    By Randy Watson, January 12, 2006
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • January 12, 2006

35. Matching Contribution Due Date

    By Guest dyoder, January 10, 2006
    • 3 replies
    • 3.4k views
    • 
    • Bob R
    • January 12, 2006

36. Children, attribution, EZ

    By K-t-F, January 11, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • January 11, 2006

37. ADP returns for union/nonunion tests

    By Guest anne1, January 11, 2006
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • January 11, 2006

38. Can a Plan Sponsor issue a promissory note on distribution?

    By Guest KoreAmBear, December 14, 2005
    • 6 replies
    • 3k views
    • 
    • BeckyMiller
    • January 11, 2006

39. safe harbor notice and plan amendment

    By LIBERTYKID, January 9, 2006
    • 1 reply
    • 1.4k views
    • 
    • chris
    • January 11, 2006

40. Match on Catch-Up Contributions

    By Guest Factor, January 10, 2006
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • January 11, 2006

41. 2006 Limits

    By Jilliandiz, January 10, 2006
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • January 10, 2006

42. 2005 max contribution for sole prop

    By Santo Gold, January 10, 2006
    • 2 replies
    • 1.7k views
    • 
    • saabraa
    • January 10, 2006

43. Children as Participants in a 401(k) Plan

    By Guest EMM118, January 9, 2006
    • 4 replies
    • 2k views
    • 
    • Lori Friedman
    • January 10, 2006

44. Forfeitures not used

    By Guest deathbycashcall, January 10, 2006
    • 4 replies
    • 1.9k views
    • 
    • stephen
    • January 10, 2006

45. employee/plan merger juggernaut

    By Guest basilb, January 6, 2006
    • 2 replies
    • 1.5k views
    • 
    • WDIK
    • January 9, 2006

46. One day plan year....

    By fiona1, December 28, 2005
    • 7 replies
    • 3k views
    • 
    • Just Me
    • January 9, 2006

47. 11-K Filing or not?

    By Guest Chrysler, January 9, 2006
    • 1 reply
    • 1.8k views
    • 
    • QDROphile
    • January 9, 2006

48. ADP Test and Catchup contributions in off cal year

    By Guest jetfaninmn, January 9, 2006
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 9, 2006

49. Spin Off: Test Comp & Contributions Short Plan Yr.

    By Guest Chrysler, January 8, 2006
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 9, 2006

50. Testing Bro-Sis Co.s in separate plans

    By Guest Iwonder, January 6, 2006
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 6, 2006