401(k) Plans

19,451 topics in this forum

1. HCE determination

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

2. HCE determination - stupid question

   By MarZDoates, February 3, 2006
   • 7 replies
   • 2k views
   • 
   • MarZDoates
   • February 7, 2006

3. 401k and roth ira?

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

4. Calculating Matching on Catchups Each Payroll

   By Guest stormfrog2000, January 23, 2006
   • 8 replies
   • 2.5k views
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   • Guest
   • February 6, 2006

5. 401(k) Safe Harbor Eligibility

   By Guest WWPDRC, February 6, 2006
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • February 6, 2006

6. Retirement Plan Laws in Canada

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

7. Roth 401(k) Contributions

   By Appleby, January 1, 2006
   • 13 replies
   • 3.9k views
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   • Appleby
   • February 5, 2006

8. Share Price in Statement Different

   By Guest JetService, February 2, 2006
   • 5 replies
   • 4.6k views
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   • RCK
   • February 4, 2006

9. Distribution from terminating 401(k)

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

10. Roth (k) Rollovers

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

11. Safe Harbor Plan

    By Jilliandiz, January 31, 2006
    • 7 replies
    • 2.3k views
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    • Tom Poje
    • February 3, 2006

12. Top heavy and former key ee's

    By Guest lindamichals, February 2, 2006
    • 2 replies
    • 2.8k views
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    • Tom Poje
    • February 2, 2006

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

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

14. Ineligible 401(k) deferrals

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

15. Company employee turnover rates

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

16. 401(k) deferrals/ deferred taxation/FICA

    By pmacduff, February 1, 2006
    • 3 replies
    • 1.9k views
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    • pmacduff
    • February 2, 2006

17. TOP Heavy minimum with dual eligibility requirements

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

18. 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

19. plan audit

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

20. Omission of Eligible Employee

    By MarZDoates, January 26, 2006
    • 4 replies
    • 1.7k views
    • 
    • J. Bringhurst
    • February 1, 2006

21. Safe Harbor New Comparability Plan

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

22. 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

23. 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

24. 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

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

    By fiona1, January 27, 2006
    • 3 replies
    • 3.1k views
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    • MWeddell
    • January 31, 2006

26. 1099-R's

    By austin3515, January 28, 2006
    • 3 replies
    • 1.7k views
    • 
    • Lori Friedman
    • January 30, 2006

27. 401(k) Safe Harbor Conversion

    By Jilliandiz, January 30, 2006
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • January 30, 2006

28. Hardship withdrawals

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

29. ADP/ACP Testing

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

30. 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

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

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

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

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

33. Safe Harbor Match and Discretionary Match

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

34. Limited Partnership

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

35. plan to plan transfers

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

36. Safe Harbor Amendment

    By Jilliandiz, January 23, 2006
    • 4 replies
    • 1.7k views
    • 
    • James Matt Ullakko
    • January 26, 2006

37. Plan Termination

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

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

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

39. Elapsed Time Vesting Question

    By TBob, January 25, 2006
    • 2 replies
    • 6.5k views
    • 
    • david rigby
    • January 25, 2006

40. unrequested plan change

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

41. 2005 401(k) Plan in 2006

    By Guest jetfaninmn, January 24, 2006
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • January 25, 2006

42. 12b-1 fees

    By Guest anne1, January 17, 2006
    • 13 replies
    • 3.4k views
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    • GBurns
    • January 24, 2006

43. 401k compliance testing

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

44. Compensation

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

45. Two Company 401(k)s?

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

46. related match for ADP failure

    By Tom Poje, January 23, 2006
    • 4 replies
    • 2.8k views
    • 
    • E as in ERISA
    • January 23, 2006

47. Roth IRA to Roth 401(k)

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

48. Are Deductions Technically under 162 or 404?

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

49. Off Calendar Year Catch-Up

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

50. 411(d)(6)

    By Guest ALittleHelpNeeded, January 19, 2006
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • January 19, 2006