401(k) Plans

19,275 topics in this forum

1. Matching Contributions

   By mlp0816, October 25, 2005
   • 3 replies
   • 1.3k views
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   • rcline46
   • October 25, 2005

2. Participant with $0 Compensation and 401(k) testing

   By Guest f1234, October 25, 2005
   • 6 replies
   • 1.9k views
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   • Tom Poje
   • October 26, 2005

3. hardship calculations

   By Guest Wolves1962, October 25, 2005
   • 10 replies
   • 3k views
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   • Guest
   • October 25, 2005

4. Safe Harbor matching with a twist!

   By Guest Pencor Consulting, October 24, 2005
   • 2 replies
   • 1.3k views
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   • Tom Poje
   • October 24, 2005

5. Division sponsored plan - or impossible?

   By Guest Mrilaomt, October 24, 2005
   • 3 replies
   • 1.3k views
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   • JDuns
   • October 26, 2005

6. 401k Alternatives

   By Guest dziegler, October 22, 2005
   • 1 reply
   • 1.4k views
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   • four01kman
   • October 22, 2005

7. Eligibilty & excluding part time employees

   By Guest StoneWalk, October 21, 2005
   • 3 replies
   • 1.9k views
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   • E as in ERISA
   • October 24, 2005

8. Not really a plan question, but...

   By stevena, October 21, 2005
   • 5 replies
   • 1.9k views
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   • Guest
   • November 15, 2005

9. Minor change to a Volume Submitter document.

   By Richard Anderson, October 20, 2005
   • 3 replies
   • 1.5k views
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   • Guest
   • October 21, 2005

10. Fees for conversion to new TPA - Settlor or not?

    By TBob, October 20, 2005
    • 0 replies
    • 1.4k views
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    • TBob
    • October 20, 2005

11. 401k and Life Insurance Policies

    By Guest joeydell, October 20, 2005
    • 1 reply
    • 1.8k views
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    • Guest
    • October 20, 2005

12. Match used to cover top heavy minimum

    By blue, October 20, 2005
    • 0 replies
    • 1.1k views
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    • blue
    • October 20, 2005

13. Roth 401(k)

    By goldtpa, October 20, 2005
    • 1 reply
    • 1.3k views
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    • Bird
    • October 20, 2005

14. Match rate differs for 2 divisions

    By Guest vqualplan, October 19, 2005
    • 4 replies
    • 1.6k views
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    • Tom Poje
    • October 21, 2005

15. Participant Loans

    By Brenda Wren, October 19, 2005
    • 1 reply
    • 1.3k views
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    • WDIK
    • October 19, 2005

16. Hardships

    By Jilliandiz, October 19, 2005
    • 6 replies
    • 2k views
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    • Guest
    • October 19, 2005

17. Operational Failure / Bottom-Up

    By fiona1, October 19, 2005
    • 0 replies
    • 1.5k views
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    • fiona1
    • October 19, 2005

18. Were new retirement plan COLAs released for 2006?

    By Guest Boilerburm, October 18, 2005
    • 2 replies
    • 1.3k views
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    • Guest
    • October 19, 2005

19. Participant Opts Out!

    By Jilliandiz, October 18, 2005
    • 7 replies
    • 2.1k views
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    • WDIK
    • October 20, 2005

20. investment advice to participants

    By k man, October 18, 2005
    • 4 replies
    • 1.6k views
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    • R. Butler
    • November 3, 2005

21. Two Safe Harbor Contributions OK....?

    By chris, October 18, 2005
    • 1 reply
    • 1.4k views
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    • Tom Poje
    • October 18, 2005

22. Missing Participant?

    By Jilliandiz, October 18, 2005
    • 2 replies
    • 1.7k views
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    • david rigby
    • October 19, 2005

23. Common Control

    By Guest tintree73, October 17, 2005
    • 6 replies
    • 2.4k views
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    • R. Butler
    • October 19, 2005

24. 401(k) Amendments on Account of Final Regs.

    By chris, October 17, 2005
    • 0 replies
    • 1.2k views
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    • chris
    • October 17, 2005

25. Money purchase QNECs?

    By Guest qualified plan, October 16, 2005
    • 0 replies
    • 1.3k views
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    • Guest
    • October 16, 2005

26. Elective Deferrals

    By Guest Don123, October 14, 2005
    • 10 replies
    • 2.6k views
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    • Beltane
    • October 20, 2005

27. ADP Test Issue

    By Guest t936, October 14, 2005
    • 1 reply
    • 1.7k views
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    • Guest
    • October 17, 2005

28. Sole prop wants to modify deferral election

    By Belgarath, October 14, 2005
    • 0 replies
    • 1.1k views
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    • Belgarath
    • October 14, 2005

29. HCE Transfer

    By rlb64, October 14, 2005
    • 0 replies
    • 1.2k views
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    • rlb64
    • October 14, 2005

30. SIMPLE 401(k)

    By Randy Watson, October 14, 2005
    • 0 replies
    • 1.4k views
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    • Randy Watson
    • October 14, 2005

31. Restricting Deferrals in Top Heavy Plan

    By Guest trumpy, October 14, 2005
    • 4 replies
    • 1.4k views
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    • jquazza
    • October 14, 2005

32. Schedule P - and the point is?

    By Brenda Wren, October 13, 2005
    • 8 replies
    • 1.7k views
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    • Kirk Maldonado
    • October 14, 2005

33. Correction of Ineligible Deferrals

    By Archimage, October 13, 2005
    • 2 replies
    • 1.5k views
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    • Archimage
    • October 14, 2005

34. ACP Refund

    By fiona1, October 13, 2005
    • 1 reply
    • 1.4k views
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    • Tom Poje
    • October 14, 2005

35. Gross Comp for HCE's?

    By Guest richez, October 13, 2005
    • 3 replies
    • 1.7k views
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    • Archimage
    • October 13, 2005

36. Contributions at age 70 1/2?

    By Guest JenMac, October 13, 2005
    • 4 replies
    • 1.5k views
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    • Belgarath
    • October 13, 2005

37. Real estate agents as statutory non employees

    By Guest JimChad, October 13, 2005
    • 0 replies
    • 1.9k views
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    • Guest
    • October 13, 2005

38. Rollover of Roth 401(k) account to Roth IRA at termination of employment

    By Guest Pat Metallic, October 13, 2005
    • 1 reply
    • 1.1k views
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    • Guest
    • October 13, 2005

39. In-Service Distributions

    By Jilliandiz, October 13, 2005
    • 2 replies
    • 1.3k views
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    • Alf
    • October 13, 2005

40. Failed Coverage Test

    By Guest grazetti, October 13, 2005
    • 5 replies
    • 2.6k views
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    • Blinky the 3-eyed Fish
    • October 14, 2005

41. 20% Mandatory Tax Credit Distribution - REFUND

    By Guest PAINPA, October 12, 2005
    • 5 replies
    • 1.3k views
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    • Erik Read
    • October 12, 2005

42. recent data on 401(k) plan participation

    By Guest jigpsu100, October 12, 2005
    • 3 replies
    • 1k views
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    • Guest
    • October 13, 2005

43. TPA Liability for 5500 Answers

    By Guest ActuaryWannabe, October 12, 2005
    • 10 replies
    • 2.2k views
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    • R. Butler
    • October 13, 2005

44. state law

    By stevena, October 12, 2005
    • 7 replies
    • 1.9k views
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    • Locust
    • October 13, 2005

45. Late deferral deposit

    By Guest terric, October 12, 2005
    • 3 replies
    • 1.5k views
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    • E as in ERISA
    • October 12, 2005

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

    By Guest CMSP, October 11, 2005
    • 9 replies
    • 2.5k views
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    • Locust
    • March 24, 2006

47. Plan Imposed Limit

    By rlb64, October 11, 2005
    • 4 replies
    • 1.7k views
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    • JanetM
    • October 12, 2005

48. 401k Enrollment

    By Guest jefe96, October 11, 2005
    • 5 replies
    • 1.4k views
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    • WDIK
    • October 12, 2005

49. Plans with Before-tax and Roth 401(k) - Designation of excess

    By Guest philc, October 11, 2005
    • 1 reply
    • 1.3k views
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    • MWeddell
    • October 11, 2005

50. Are Roth 401(k) Contributions Made Net of Tax?

    By Alf, October 11, 2005
    • 2 replies
    • 1.6k views
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    • QDROphile
    • October 11, 2005