401(k) Plans

19,389 topics in this forum

1. Roth 401(k)/Exclusive Roth Contributions

   By Guest BED, November 9, 2005
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • November 10, 2005

2. Recharacterized Deferrals as Catch-Up and 415 limit

   By Guest darrensoup, November 4, 2005
   • 3 replies
   • 2.5k views
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   • Leopurrd
   • November 10, 2005

3. ADP Testing compensation

   By Guest jae3207, November 10, 2005
   • 2 replies
   • 1.3k views
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   • Guest
   • November 10, 2005

4. Vesting Discrimination Requirements

   By Guest Wobble14, November 9, 2005
   • 1 reply
   • 2.2k views
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   • Tom Poje
   • November 10, 2005

5. plan termination

   By Guest lskin, September 19, 2005
   • 3 replies
   • 2.3k views
   • 
   • Guest
   • November 5, 2005

6. Can employer be generous in a safe harbor plan

   By Guest lhinson, November 1, 2005
   • 6 replies
   • 2k views
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   • Guest
   • November 5, 2005

7. Loans

   By Jilliandiz, November 3, 2005
   • 1 reply
   • 1.4k views
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   • Guest
   • November 5, 2005

8. Safe Harbor

   By Guest Mrilaomt, November 4, 2005
   • 4 replies
   • 1.6k views
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   • Leopurrd
   • November 4, 2005

9. LLC partner reducing LLC income to get W-2 from a client

   By AlbanyConsultant, November 4, 2005
   • 1 reply
   • 2.4k views
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   • Guest
   • November 4, 2005

10. Katrina Distributions

    By k man, November 4, 2005
    • 2 replies
    • 1.2k views
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    • k man
    • November 4, 2005

11. hardship availability; do diversification and other inservice withdrawals affect hardship availability?

    By Guest pamplatt, November 3, 2005
    • 1 reply
    • 1.7k views
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    • Alf
    • November 3, 2005

12. investment advice to participants

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

13. Self-correction for exclusion from elective deferrals-ADP

    By Guest TinaThornton, November 3, 2005
    • 1 reply
    • 1.5k views
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    • Archimage
    • November 3, 2005

14. PARTNERS DEFERRED AND HAD A PARTNERSHIP LOSS

    By blue, November 3, 2005
    • 1 reply
    • 1.6k views
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    • mbozek
    • November 3, 2005

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

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

16. Katrina

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

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

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

18. State tax on pension distributions

    By Guest hyper, September 2, 2005
    • 17 replies
    • 7.3k views
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    • mbozek
    • November 2, 2005

19. Search Firms-Missing Participants

    By Guest MEWilson, October 31, 2005
    • 9 replies
    • 2.5k views
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    • RCK
    • November 2, 2005

20. 6/30 PYE 401k - safe harbor needed every other year?

    By Santo Gold, November 2, 2005
    • 1 reply
    • 1.8k views
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    • Archimage
    • November 2, 2005

21. Final 5500

    By Guest jefe96, October 31, 2005
    • 7 replies
    • 1.9k views
    • 
    • E as in ERISA
    • November 2, 2005

22. 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

23. Is this a safe-harbor match plan?

    By SoCalActuary, November 1, 2005
    • 5 replies
    • 1.7k views
    • 
    • Tom Poje
    • November 1, 2005

24. Another Roth 401(k) question

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

25. retroactive amendment of insignificant error

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

26. Matching Contribution - 3/31 plan year end

    By Guest jetfaninmn, October 31, 2005
    • 1 reply
    • 1.4k views
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    • WDIK
    • October 31, 2005

27. Sole-Prop & Partner 415 Limit

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

28. Participant Loans

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

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

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

30. 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

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

    By Guest m3Rheino, October 27, 2005
    • 3 replies
    • 2.3k views
    • 
    • JDuns
    • October 28, 2005

32. 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
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • October 28, 2005

33. Compensation Exclusions

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

34. Union employees in NS PT?

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

35. Brain fart - Catch-ups

    By No Name, October 26, 2005
    • 4 replies
    • 2k views
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    • Bird
    • October 27, 2005

36. Corbel vs Accudraft

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

37. 401(k) employer contribution made in error

    By Guest TinaThornton, October 27, 2005
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • October 27, 2005

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

    By Guest rocnrols2, October 27, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • October 27, 2005

39. Hurricane Wilma relief

    By k man, October 27, 2005
    • 2 replies
    • 1.5k views
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    • k man
    • October 27, 2005

40. 3% SHNEC and Financial Difficulty

    By No Name, March 22, 2005
    • 17 replies
    • 3.7k views
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    • Bird
    • October 27, 2005

41. Safe Harbor Multiple Employer Plan

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

42. Division sponsored plan - or impossible?

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

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

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

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

    By Guest MikeD, October 25, 2005
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • October 26, 2005

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

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

46. Deferral limits

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

47. Roth 401(k)

    By blue, October 25, 2005
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • October 25, 2005

48. Matching Contributions

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

49. hardship calculations

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

50. Safe Harbor matching with a twist!

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