401(k) Plans

19,413 topics in this forum

1. Application of 401(a)(17) Compensation Limit to After-Tax Contributions

   By rocknrolls2, February 11, 2006
   • 0 replies
   • 1.8k views
   • 
   • rocknrolls2
   • February 11, 2006

2. Controlled Group

   By Just Me, January 26, 2006
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • February 10, 2006

3. 414(s) Compensation from date of deferrals

   By rcline46, February 6, 2006
   • 11 replies
   • 2.5k views
   • 
   • WDIK
   • February 10, 2006

4. Safe Harbor 401(K) "Maybe" Notice

   By thepensionmaven, February 9, 2006
   • 2 replies
   • 3.1k views
   • 
   • Tom Poje
   • February 10, 2006

5. QMACs in ADP test

   By Guest jae3207, February 7, 2006
   • 4 replies
   • 2.6k views
   • 
   • Guest
   • February 10, 2006

6. Negative election of direct rollover

   By Guest allisonperry, February 3, 2006
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • February 10, 2006

7. Spousal consent for default election of direct rollover

   By Guest allisonperry, February 10, 2006
   • 0 replies
   • 2k views
   • 
   • Guest
   • February 10, 2006

8. Amend participation requirements

   By Guest esi-jht, February 9, 2006
   • 1 reply
   • 1.3k views
   • 
   • ak2ary
   • February 9, 2006

9. COVERAGE FAILURE

   By Guest moltengater, February 5, 2006
   • 4 replies
   • 1.6k views
   • 
   • ak2ary
   • February 9, 2006

10. Preparing for DOL Audit-expenses

    By Guest Richard Tennenbaum, January 25, 2006
    • 11 replies
    • 2.4k views
    • 
    • GBurns
    • February 9, 2006

11. ADP and ACP Testing Option

    By Guest kmvr, February 8, 2006
    • 5 replies
    • 1.6k views
    • 
    • MWeddell
    • February 8, 2006

12. Differences in SPD and Plan Document

    By Stevo-PDX, February 7, 2006
    • 2 replies
    • 2.4k views
    • 
    • Locust
    • February 8, 2006

13. HCE determination

    By Guest Karen M, February 8, 2006
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • February 8, 2006

14. HCE determination - stupid question

    By MarZDoates, February 3, 2006
    • 7 replies
    • 1.9k views
    • 
    • MarZDoates
    • February 7, 2006

15. 401k and roth ira?

    By Guest rdoc, February 7, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 7, 2006

16. Calculating Matching on Catchups Each Payroll

    By Guest stormfrog2000, January 23, 2006
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • February 6, 2006

17. 401(k) Safe Harbor Eligibility

    By Guest WWPDRC, February 6, 2006
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • February 6, 2006

18. Retirement Plan Laws in Canada

    By Guest dstran, January 31, 2006
    • 3 replies
    • 1.6k views
    • 
    • GBurns
    • February 5, 2006

19. Roth 401(k) Contributions

    By Appleby, January 1, 2006
    • 13 replies
    • 3.8k views
    • 
    • Appleby
    • February 5, 2006

20. Share Price in Statement Different

    By Guest JetService, February 2, 2006
    • 5 replies
    • 4.4k views
    • 
    • RCK
    • February 4, 2006

21. Distribution from terminating 401(k)

    By Guest babs51, February 3, 2006
    • 2 replies
    • 1.5k views
    • 
    • QDROphile
    • February 3, 2006

22. Roth (k) Rollovers

    By PMC, February 2, 2006
    • 3 replies
    • 1.6k views
    • 
    • JDuns
    • February 3, 2006

23. Safe Harbor Plan

    By Jilliandiz, January 31, 2006
    • 7 replies
    • 2.2k views
    • 
    • Tom Poje
    • February 3, 2006

24. Top heavy and former key ee's

    By Guest lindamichals, February 2, 2006
    • 2 replies
    • 2.7k views
    • 
    • Tom Poje
    • February 2, 2006

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

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

26. Ineligible 401(k) deferrals

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

27. Company employee turnover rates

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

28. 401(k) deferrals/ deferred taxation/FICA

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

29. TOP Heavy minimum with dual eligibility requirements

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

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

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

31. plan audit

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

32. Omission of Eligible Employee

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

33. Safe Harbor New Comparability Plan

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

34. 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

35. 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

36. 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

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

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

38. 1099-R's

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

39. 401(k) Safe Harbor Conversion

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

40. Hardship withdrawals

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

41. ADP/ACP Testing

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

42. 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

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

    By Übernerd, January 26, 2006
    • 2 replies
    • 2.2k views
    • 
    • Übernerd
    • January 27, 2006

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

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

45. Safe Harbor Match and Discretionary Match

    By Guest abajeb, January 26, 2006
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • January 27, 2006

46. Limited Partnership

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

47. plan to plan transfers

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

48. Safe Harbor Amendment

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

49. Plan Termination

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

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

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