401(k) Plans

19,275 topics in this forum

1. Safe Harbor 401k plan - basic match & discretionary match - catchup only

   By Guest elirpa, November 3, 2005
   • 0 replies
   • 3.8k views
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   • Guest
   • November 3, 2005

2. Katrina

   By stevena, November 3, 2005
   • 4 replies
   • 1.5k views
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   • E as in ERISA
   • November 3, 2005

3. Top Heavy Initial Plan Year - Traditional 401k plan

   By Guest elirpa, November 3, 2005
   • 1 reply
   • 1.3k views
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   • Belgarath
   • November 3, 2005

4. State tax on pension distributions

   By Guest hyper, September 2, 2005
   • 17 replies
   • 6.6k views
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   • mbozek
   • November 2, 2005

5. Search Firms-Missing Participants

   By Guest MEWilson, October 31, 2005
   • 9 replies
   • 2.4k views
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   • RCK
   • November 2, 2005

6. 6/30 PYE 401k - safe harbor needed every other year?

   By Santo Gold, November 2, 2005
   • 1 reply
   • 1.7k views
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   • Archimage
   • November 2, 2005

7. Final 5500

   By Guest jefe96, October 31, 2005
   • 7 replies
   • 1.8k views
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   • E as in ERISA
   • November 2, 2005

8. Safe Harbor Match on Catch-UP Contributions

   By Guest pcohen, November 1, 2005
   • 1 reply
   • 1.7k views
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   • MWeddell
   • November 2, 2005

9. Is this a safe-harbor match plan?

   By SoCalActuary, November 1, 2005
   • 5 replies
   • 1.6k views
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   • Tom Poje
   • November 1, 2005

10. Another Roth 401(k) question

    By FJR, October 27, 2005
    • 8 replies
    • 2.1k views
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    • bzorc
    • November 1, 2005

11. retroactive amendment of insignificant error

    By Guest stakri, October 31, 2005
    • 0 replies
    • 1.3k views
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    • Guest
    • October 31, 2005

12. Matching Contribution - 3/31 plan year end

    By Guest jetfaninmn, October 31, 2005
    • 1 reply
    • 1.3k views
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    • WDIK
    • October 31, 2005

13. Sole-Prop & Partner 415 Limit

    By Guest padmin, October 31, 2005
    • 0 replies
    • 1.2k views
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    • Guest
    • October 31, 2005

14. Participant Loans

    By Jilliandiz, October 31, 2005
    • 0 replies
    • 1.2k views
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    • Jilliandiz
    • October 31, 2005

15. Starting a 401k with 1 month left in the year

    By Santo Gold, October 28, 2005
    • 4 replies
    • 1.7k views
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    • No Name
    • October 29, 2005

16. HCE determination in a Puerto Rico plan

    By jaemmons, October 28, 2005
    • 0 replies
    • 1.5k views
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    • jaemmons
    • October 28, 2005

17. How to handle 401K contributions on a paycheck.

    By Guest m3Rheino, October 27, 2005
    • 3 replies
    • 2.1k views
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    • JDuns
    • October 28, 2005

18. If catch-up is being used in a 401(k) PS plan, is the maximum $42,000 increased by the amount of the catch up?

    By Guest stephentaft, October 5, 2005
    • 7 replies
    • 1.8k views
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    • Blinky the 3-eyed Fish
    • October 28, 2005

19. Compensation Exclusions

    By Guest moltengater, October 28, 2005
    • 1 reply
    • 1.5k views
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    • E as in ERISA
    • October 28, 2005

20. Union employees in NS PT?

    By Guest new2nqdc, October 27, 2005
    • 1 reply
    • 1.3k views
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    • g8r
    • October 28, 2005

21. Brain fart - Catch-ups

    By No Name, October 26, 2005
    • 4 replies
    • 1.9k views
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    • Bird
    • October 27, 2005

22. Corbel vs Accudraft

    By Guest Giovanni, August 27, 2004
    • 9 replies
    • 2.9k views
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    • Archimage
    • October 27, 2005

23. 401(k) employer contribution made in error

    By Guest TinaThornton, October 27, 2005
    • 0 replies
    • 1.8k views
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    • Guest
    • October 27, 2005

24. Restrictions on Matched Employee Contributions or 401(k) Contributions

    By Guest rocnrols2, October 27, 2005
    • 0 replies
    • 1.4k views
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    • Guest
    • October 27, 2005

25. Hurricane Wilma relief

    By k man, October 27, 2005
    • 2 replies
    • 1.4k views
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    • k man
    • October 27, 2005

26. 3% SHNEC and Financial Difficulty

    By No Name, March 22, 2005
    • 17 replies
    • 3.6k views
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    • Bird
    • October 27, 2005

27. Safe Harbor Multiple Employer Plan

    By rcline46, October 26, 2005
    • 1 reply
    • 1.4k views
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    • QDROphile
    • October 26, 2005

28. Division sponsored plan - or impossible?

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

29. 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

30. Help - annual addition limits in the year of on asset sale

    By Guest MikeD, October 25, 2005
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • October 26, 2005

31. Participant Loan - Too many payments deducted - Repaid Too Much

    By Guest NeophiteTPA, October 25, 2005
    • 0 replies
    • 1.4k views
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    • Guest
    • October 25, 2005

32. Deferral limits

    By Guest jetfaninmn, October 25, 2005
    • 1 reply
    • 1.3k views
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    • WDIK
    • October 25, 2005

33. Roth 401(k)

    By blue, October 25, 2005
    • 2 replies
    • 1.2k views
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    • rcline46
    • October 25, 2005

34. Matching Contributions

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

35. hardship calculations

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

36. 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

37. 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

38. 401k Alternatives

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

39. 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

40. 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

41. 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

42. 401k and Life Insurance Policies

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

43. Participant Opts Out!

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

44. 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

45. Roth 401(k)

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

46. Elective Deferrals

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

47. Hardships

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

48. Participant Loans

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

49. Late 401(k) Contributions

    By nancy, December 21, 2004
    • 6 replies
    • 2k views
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    • Guest
    • October 19, 2005

50. Operational Failure / Bottom-Up

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