401(k) Plans

19,389 topics in this forum

1. Final 401(k) Regs. and Gap Earnings

   By Guest M. Martin, January 26, 2006
   • 4 replies
   • 2.3k views
   • 
   • Archimage
   • February 2, 2006

2. Ineligible 401(k) deferrals

   By Guest grazetti, February 2, 2006
   • 1 reply
   • 2k views
   • 
   • Archimage
   • February 2, 2006

3. Company employee turnover rates

   By Guest LSULLIVAN, February 2, 2006
   • 1 reply
   • 1.5k views
   • 
   • david rigby
   • February 2, 2006

4. 401(k) deferrals/ deferred taxation/FICA

   By pmacduff, February 1, 2006
   • 3 replies
   • 1.8k views
   • 
   • pmacduff
   • February 2, 2006

5. TOP Heavy minimum with dual eligibility requirements

   By Guest esi-jht, February 1, 2006
   • 1 reply
   • 1.9k views
   • 
   • Bird
   • February 1, 2006

6. Safe Harbor Match & Catch Up Calculation for off calendar plan

   By Guest Bob Lees, February 1, 2006
   • 0 replies
   • 1.7k views
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   • Guest
   • February 1, 2006

7. plan audit

   By Lori H, January 31, 2006
   • 4 replies
   • 1.6k views
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   • Guest
   • February 1, 2006

8. Omission of Eligible Employee

   By MarZDoates, January 26, 2006
   • 4 replies
   • 1.6k views
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   • J. Bringhurst
   • February 1, 2006

9. Safe Harbor New Comparability Plan

   By MBCarey, February 1, 2006
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • February 1, 2006

10. Can a 12 years old employee be a participant & make deferrals?

    By Guest Tammy2006, January 31, 2006
    • 2 replies
    • 1.8k views
    • 
    • GBurns
    • February 1, 2006

11. Question for anyone who administers a plan trying to meet the uniform allocation formula Safe harbor in 401(k) PSP

    By Guest esi-jht, January 31, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 31, 2006

12. Prohibition on Reverting to ADP Testing when SH not satisfied

    By Guest Suanne, January 31, 2006
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • January 31, 2006

13. ADP/ACP refunds - 2 1/2 month deadline

    By fiona1, January 27, 2006
    • 3 replies
    • 3k views
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    • MWeddell
    • January 31, 2006

14. 1099-R's

    By austin3515, January 28, 2006
    • 3 replies
    • 1.6k views
    • 
    • Lori Friedman
    • January 30, 2006

15. 401(k) Safe Harbor Conversion

    By Jilliandiz, January 30, 2006
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • January 30, 2006

16. Hardship withdrawals

    By Guest LSULLIVAN, January 27, 2006
    • 8 replies
    • 2.7k views
    • 
    • saabraa
    • January 28, 2006

17. ADP/ACP Testing

    By Guest dstran, January 27, 2006
    • 4 replies
    • 1.4k views
    • 
    • JDuns
    • January 27, 2006

18. DB and DC overlapping ppt - or not?

    By John Feldt ERPA CPC QPA, January 27, 2006
    • 0 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • January 27, 2006

19. When does an employer "maintain" the plan?

    By Übernerd, January 26, 2006
    • 2 replies
    • 2.1k views
    • 
    • Übernerd
    • January 27, 2006

20. New plan, existing company, highly comp ee's

    By Guest lindamichals, January 26, 2006
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • January 27, 2006

21. Safe Harbor Match and Discretionary Match

    By Guest abajeb, January 26, 2006
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 27, 2006

22. Limited Partnership

    By Guest dscurtis, January 26, 2006
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 26, 2006

23. plan to plan transfers

    By Guest Iwonder, January 26, 2006
    • 3 replies
    • 1.9k views
    • 
    • JanetM
    • January 26, 2006

24. Safe Harbor Amendment

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

25. Plan Termination

    By Guest hitt24, January 26, 2006
    • 1 reply
    • 1.3k views
    • 
    • namealreadyinuse
    • January 26, 2006

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

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

27. Elapsed Time Vesting Question

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

28. unrequested plan change

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

29. 2005 401(k) Plan in 2006

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

30. 12b-1 fees

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

31. 401k compliance testing

    By Guest dstran, January 24, 2006
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • January 24, 2006

32. Compensation

    By k man, January 24, 2006
    • 0 replies
    • 1.3k views
    • 
    • k man
    • January 24, 2006

33. Two Company 401(k)s?

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

34. related match for ADP failure

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

35. Roth IRA to Roth 401(k)

    By Guest Clain, January 23, 2006
    • 1 reply
    • 1.6k views
    • 
    • Bird
    • January 23, 2006

36. Are Deductions Technically under 162 or 404?

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

37. Off Calendar Year Catch-Up

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

38. 411(d)(6)

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

39. ONE TO ONE QNEC

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

40. Plan Year Change to have Safe Harbor Plan

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

41. Help with 401K annuity roll-over

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

42. Participant loans

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

43. Safe Harbor 401(k) & Excluded Compensation

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

44. Benefits Rights and Features

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

45. new company, old tax id#

    By MR, January 16, 2006
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • January 18, 2006

46. Roth 401k Question

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

47. HCE, SH & waiving out

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

48. Store Sale

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

49. Canadian one-man-show SoloK plan

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

50. Top Heavy

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