401(k) Plans

19,275 topics in this forum

1. State tax on pension distributions

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

2. Same desk, protected benefits and direct rollovers

   By Guest Mrilaomt, September 2, 2005
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • September 12, 2005

3. Retroactive Amendment?

   By Guest tintree73, September 1, 2005
   • 3 replies
   • 3.1k views
   • 
   • Guest
   • September 8, 2005

4. Severance

   By rlb64, September 1, 2005
   • 8 replies
   • 1.9k views
   • 
   • austin3515
   • September 2, 2005

5. Missed 401k Deduction for New Enrollee

   By Guest jefe96, September 1, 2005
   • 3 replies
   • 2k views
   • 
   • WDIK
   • September 2, 2005

6. Control Group Testing Issue

   By Guest jkrad, September 1, 2005
   • 8 replies
   • 2.3k views
   • 
   • Mike Preston
   • September 9, 2005

7. ADP test in the year of acquisition

   By Guest MikeD, August 30, 2005
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • August 30, 2005

8. 401(k) contributions DURING military leave

   By Guest HelpINeedSomeBody, August 30, 2005
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • August 30, 2005

9. Timing of 401(k) Contributions Made By Sole Proprietor or Corporate Owner

   By Guest Edward McElroy, August 30, 2005
   • 2 replies
   • 1.7k views
   • 
   • mbozek
   • August 30, 2005

10. Matching Contribution for 6/30 PYE not yet made. We know ACP test will fail. Match will be paid after September 15, 2005. Suggestions welcome on how to treat?

    By Guest ChopperPilot, August 29, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • August 30, 2005

11. Fiduciary Committee Meetings

    By Guest Don123, August 29, 2005
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • August 31, 2005

12. Changing beneficiary upon legal separation

    By Guest nsacramento, August 27, 2005
    • 26 replies
    • 26.6k views
    • 
    • MoJo
    • September 13, 2017

13. HCE Definition for 2006

    By Guest lawdawg, August 26, 2005
    • 1 reply
    • 2k views
    • 
    • david rigby
    • August 26, 2005

14. Debt/Mortgage as investment?

    By Leopurrd, August 26, 2005
    • 1 reply
    • 1.1k views
    • 
    • Ron Snyder
    • August 26, 2005

15. Post mortem Qdro

    By Guest babyspider555, August 26, 2005
    • 4 replies
    • 2k views
    • 
    • mbozek
    • August 26, 2005

16. PLAN EXPENSES

    By Guest mk2308, August 25, 2005
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • August 26, 2005

17. plan as a limited/general partner

    By k man, August 25, 2005
    • 6 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • August 31, 2005

18. Document Failure - VCP question

    By Guest PensionAdministrator, August 25, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • August 25, 2005

19. 6057(e)

    By Guest moltengater, August 25, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • August 26, 2005

20. ADP Testing - plan uses prior yr testing method

    By doombuggy, August 25, 2005
    • 2 replies
    • 1.1k views
    • 
    • Leopurrd
    • August 25, 2005

21. Aggregation Rules

    By Guest patdanielson, August 24, 2005
    • 4 replies
    • 2.8k views
    • 
    • Mike Preston
    • September 9, 2005

22. Single Participant 401(k) Documents

    By WDIK, August 23, 2005
    • 2 replies
    • 1.5k views
    • 
    • Alf
    • August 23, 2005

23. Are Solo(k)s Subject to ERISA?

    By Alf, August 23, 2005
    • 6 replies
    • 12.5k views
    • 
    • wmyer
    • August 23, 2005

24. Form 5330 -v- VFCP

    By Guest Pensions in Paradise, August 22, 2005
    • 5 replies
    • 8.9k views
    • 
    • JanetM
    • September 6, 2005

25. Best plan suggestion

    By Guest yukon, August 22, 2005
    • 12 replies
    • 1.7k views
    • 
    • Guest
    • August 26, 2005

26. MRD FOR DECEASED PARTICIPANTS IN A 401(K) PLAN.

    By Guest gerald3, August 22, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • August 22, 2005

27. Late 401(k) Deposits

    By Jilliandiz, August 22, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 22, 2005

28. Schedule C to LLC - SEP *AND* Solo(k)?

    By Leopurrd, August 19, 2005
    • 6 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 23, 2005

29. DOL Safe Harbor - Deposit of EE Contributions

    By DTH, August 19, 2005
    • 0 replies
    • 1.1k views
    • 
    • DTH
    • August 19, 2005

30. Definition of Disabled

    By Guest theothermark, August 19, 2005
    • 5 replies
    • 4k views
    • 
    • QDROphile
    • August 20, 2005

31. Should illigal aliens be excluded from ADP/ACP testing?

    By Guest GRobert, August 19, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 19, 2005

32. catch up and corrections

    By Guest honey grahams, August 18, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • August 19, 2005

33. Increasing the rate of safe harbor match during plan year

    By Guest IU1994, August 18, 2005
    • 5 replies
    • 2k views
    • 
    • Kevin C
    • August 24, 2005

34. Loan Calculation

    By Guest jetfaninmn, August 18, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 18, 2005

35. Merging Plans of Parent/Subsidiary

    By Guest jefe96, August 18, 2005
    • 4 replies
    • 2.2k views
    • 
    • E as in ERISA
    • August 22, 2005

36. Basic - ND issue that I can't figure out

    By Guest Mrilaomt, August 17, 2005
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • August 17, 2005

37. 404(c) Implications of Elimination of an Investment Option and/or Imposition of a Cap

    By Guest wendycatherine, August 16, 2005
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • September 9, 2005

38. Eligibility exclusions

    By Guest yukon, August 16, 2005
    • 10 replies
    • 1.8k views
    • 
    • Locust
    • August 18, 2005

39. TH 401k Plan with New Comparability and Life Insurance - funding problems

    By Guest mparker2028, August 16, 2005
    • 2 replies
    • 1.4k views
    • 
    • Bird
    • August 17, 2005

40. compensation

    By Guest mk2308, August 15, 2005
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • August 16, 2005

41. Resolving Alleged Overdistribution

    By Guest onglaw, August 15, 2005
    • 14 replies
    • 2.4k views
    • 
    • Guest
    • September 28, 2005

42. company stock

    By Guest maac3, August 15, 2005
    • 4 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • August 17, 2005

43. How do we correct profit sharing contributions that were calculated and deposited incorrectly?

    By Guest tigbenefits, August 13, 2005
    • 5 replies
    • 1.7k views
    • 
    • Appleby
    • August 14, 2005

44. Employee embezzles money, employer wants it back.

    By katieinny, August 12, 2005
    • 8 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 17, 2005

45. Nondiscriminatory compensation question

    By Guest dietpepsi, August 12, 2005
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • August 17, 2005

46. Self-Employed Owner and payroll period match

    By Guest HMoore, August 11, 2005
    • 8 replies
    • 3.4k views
    • 
    • E as in ERISA
    • November 16, 2005

47. Blackout notice

    By Guest jim williams, August 11, 2005
    • 10 replies
    • 3.4k views
    • 
    • R. Butler
    • August 11, 2005

48. Difference between 401k vs. 403b?

    By Guest judynyc61, August 11, 2005
    • 5 replies
    • 5.5k views
    • 
    • david rigby
    • August 13, 2005

49. Different Eligibility Rules For Different Classes

    By Randy Watson, August 10, 2005
    • 6 replies
    • 2.8k views
    • 
    • Kirk Maldonado
    • August 17, 2005

50. No beneficiary designation on a deceased participant

    By Guest jetfaninmn, August 10, 2005
    • 7 replies
    • 3.4k views
    • 
    • Lori H
    • May 16, 2007