401(k) Plans

19,275 topics in this forum

1. Control Groups and Compliance Testing

   By Guest abajeb, September 22, 2005
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • September 22, 2005

2. small terminated participant balance

   By Guest luckey11, September 22, 2005
   • 2 replies
   • 1.3k views
   • 
   • david rigby
   • September 22, 2005

3. Is anyone on the message board affiliated with ASPPA?

   By stevena, September 21, 2005
   • 12 replies
   • 1.8k views
   • 
   • Appleby
   • October 1, 2005

4. HCE - Okay to have late deferrals?

   By Guest Michael Anderson, September 21, 2005
   • 5 replies
   • 1.1k views
   • 
   • Guest
   • September 21, 2005

5. Compensation Election

   By mlp0816, September 20, 2005
   • 1 reply
   • 1.4k views
   • 
   • Bird
   • September 20, 2005

6. Question about meeting 404(c) requirements where participants must choose ONE of 6 lifestyle allocation funds ...

   By Guest jdsmith, September 19, 2005
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • September 23, 2005

7. plan termination

   By Guest lskin, September 19, 2005
   • 3 replies
   • 2.2k views
   • 
   • Guest
   • November 5, 2005

8. Corrective distributions

   By rlb64, September 19, 2005
   • 1 reply
   • 1.1k views
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   • WDIK
   • September 19, 2005

9. Employer fails to make the Safe Harbor contribution. Now what?

   By katieinny, September 19, 2005
   • 5 replies
   • 11.5k views
   • 
   • Tom Poje
   • September 23, 2005

10. ADP Test Failure Determined after HCE paid out.

    By Guest Factor, September 16, 2005
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • September 17, 2005

11. plan limitation predictions

    By Tom Poje, September 16, 2005
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • September 16, 2005

12. Minimum Required Distributions

    By MBCarey, September 16, 2005
    • 0 replies
    • 1.1k views
    • 
    • MBCarey
    • September 16, 2005

13. Low balance fees for terminated participants

    By Guest mmc, September 16, 2005
    • 1 reply
    • 1.5k views
    • 
    • rcline46
    • September 16, 2005

14. $14,000 deferral limit

    By eilano, September 15, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 16, 2005

15. New Safe Harbor Plan - 2005 - no prior plans

    By Guest jetfaninmn, September 15, 2005
    • 7 replies
    • 1.1k views
    • 
    • Guest
    • September 16, 2005

16. Automatic Enrollment/Negative Election

    By Guest Robin.Wolf, September 15, 2005
    • 6 replies
    • 1.9k views
    • 
    • RCK
    • September 20, 2005

17. Safe Harbor 401(k)

    By mlp0816, September 15, 2005
    • 1 reply
    • 1.1k views
    • 
    • Brenda Wren
    • September 15, 2005

18. HCE: Deferral % increases mid yr. Is catch-up contribution allowed?

    By Guest ckv, September 15, 2005
    • 4 replies
    • 1.2k views
    • 
    • WDIK
    • September 19, 2005

19. off calendar year/catch-up

    By Guest deathbycashcall, September 15, 2005
    • 12 replies
    • 2.8k views
    • 
    • RTK
    • September 23, 2005

20. Timing of 401(k) Deferral Deposits

    By Guest ANNEBV, September 15, 2005
    • 2 replies
    • 1.8k views
    • 
    • Archimage
    • September 15, 2005

21. penalty tax for failed adp test

    By Tom Poje, September 14, 2005
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • September 14, 2005

22. PTE 2002-51 notice to interested persons

    By Guest TinaThornton, September 14, 2005
    • 2 replies
    • 3.9k views
    • 
    • Blinky the 3-eyed Fish
    • September 14, 2005

23. Plan with Employer Stock

    By stevena, September 14, 2005
    • 12 replies
    • 2.3k views
    • 
    • stevena
    • September 22, 2005

24. Plan Sponsor Surveys

    By Randy Watson, September 14, 2005
    • 1 reply
    • 1.1k views
    • 
    • jevd
    • September 14, 2005

25. When can I set up a new 401(k) to avoid top heavy

    By kmciver, September 14, 2005
    • 2 replies
    • 1.6k views
    • 
    • Alf
    • September 15, 2005

26. Must a plan adopt a good faith amendment for new 401(k) regs prior to its cycle?

    By Guest LMalone, September 14, 2005
    • 3 replies
    • 1.4k views
    • 
    • sloble@crowleyfleck.com
    • October 3, 2005

27. Over paid distribution

    By Guest johnpetrancosta, September 13, 2005
    • 12 replies
    • 2.7k views
    • 
    • Guest
    • November 11, 2005

28. Termed Participants with bad addresses

    By Guest Elfman, September 13, 2005
    • 13 replies
    • 4k views
    • 
    • Guest
    • September 19, 2005

29. Effect of Participant's Death on Outstanding Loan

    By Guest rocnrols2, September 13, 2005
    • 4 replies
    • 2.8k views
    • 
    • Alf
    • September 14, 2005

30. 401(k) contributions based on age & service

    By Guest Nautical, September 13, 2005
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • September 13, 2005

31. Safe Harbor Plan and Controlled Group

    By Guest cxs, September 13, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 22, 2005

32. Great Plans

    By Guest 1, September 12, 2005
    • 1 reply
    • 1.2k views
    • 
    • Lori Friedman
    • September 12, 2005

33. How do you discontinue a VS specimen plan?

    By Guest kjk, September 12, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 13, 2005

34. eligible employees

    By Guest lskin, September 12, 2005
    • 10 replies
    • 9.6k views
    • 
    • QDROphile
    • May 22, 2018

35. Loan Amortization Hell

    By Guest PensionGeek, September 12, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • September 15, 2005

36. Two different vesting schedules

    By doombuggy, September 12, 2005
    • 8 replies
    • 4.3k views
    • 
    • 401 Chaos
    • October 4, 2005

37. Automatic enrollment and deferral increase

    By Guest LSULLIVAN, September 12, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • September 30, 2005

38. Off calendar catchup

    By Guest tommunson, September 10, 2005
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • September 13, 2005

39. Hurricane Katrina Relief

    By k man, September 9, 2005
    • 2 replies
    • 1.1k views
    • 
    • k man
    • September 11, 2005

40. ex-pat after tax contribution

    By Guest padmin, September 9, 2005
    • 4 replies
    • 1.7k views
    • 
    • QDROphile
    • September 10, 2005

41. W-2 compensation, but no hours

    By Guest mmc, September 9, 2005
    • 7 replies
    • 2.3k views
    • 
    • mbozek
    • September 12, 2005

42. Is there such a thing as "permissive disaggregation"

    By Guest sb actuary, September 9, 2005
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • September 9, 2005

43. Top Heavy Min and Match

    By Earl, September 8, 2005
    • 5 replies
    • 1.3k views
    • 
    • R. Butler
    • September 12, 2005

44. Compensation for former partner who is now a sole proprietor

    By jkharvey, September 8, 2005
    • 1 reply
    • 1k views
    • 
    • Guest
    • September 9, 2005

45. Vesting for terminated participants

    By Guest kmm, September 8, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • September 8, 2005

46. 411(d)(6)

    By Guest VEBA Las Vegas, September 7, 2005
    • 1 reply
    • 2k views
    • 
    • Locust
    • September 8, 2005

47. Front-loading 3% Safe Harbor Contribution

    By chris, September 6, 2005
    • 7 replies
    • 2.3k views
    • 
    • chris
    • September 7, 2005

48. After-Tax Direct Rollovers

    By DTH, September 2, 2005
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • September 2, 2005

49. SIMPLE IRA termination and change in eligibilty

    By Guest lskin, September 2, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 7, 2005

50. Terminated employee with remaining vacation days

    By Guest Giovanni, September 2, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 8, 2005