401(k) Plans

19,298 topics in this forum

1. safe harbor 401(k) and the 6 percent match

   By Guest lskin, September 23, 2005
   • 12 replies
   • 3.3k views
   • 
   • Bird
   • September 26, 2005

2. ERISA, IRS and DOL Regulations?

   By Jilliandiz, September 23, 2005
   • 4 replies
   • 2.1k views
   • 
   • E as in ERISA
   • September 26, 2005

3. New plan for partner of old entity

   By Guest Gordy, September 23, 2005
   • 3 replies
   • 1.2k views
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   • Blinky the 3-eyed Fish
   • September 26, 2005

4. Automatic Enrollment Notices

   By Guest Mart, September 23, 2005
   • 2 replies
   • 1.2k views
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   • Guest
   • September 26, 2005

5. Integrated PS Plan Excluding Comp

   By Guest cs006b, September 22, 2005
   • 2 replies
   • 1.3k views
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   • Guest
   • September 24, 2005

6. 401(k) plan design issue

   By pbarrett, September 23, 2005
   • 2 replies
   • 1.1k views
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   • Guest
   • September 24, 2005

7. Alternate Payee is also a participant under the plan

   By Guest JHaggar, September 23, 2005
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • September 23, 2005

8. off calendar year/catch-up

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

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

   By katieinny, September 19, 2005
   • 5 replies
   • 11.6k views
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   • Tom Poje
   • September 23, 2005

10. 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
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    • Guest
    • September 23, 2005

11. Safe Harbor Plan and Controlled Group

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

12. Plan with Employer Stock

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

13. small terminated participant balance

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

14. Control Groups and Compliance Testing

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

15. HCE - Okay to have late deferrals?

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

16. Automatic Enrollment/Negative Election

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

17. Compensation Election

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

18. Termed Participants with bad addresses

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

19. Corrective distributions

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

20. 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

21. ADP Test Failure Determined after HCE paid out.

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

22. plan limitation predictions

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

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

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

24. Low balance fees for terminated participants

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

25. Minimum Required Distributions

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

26. $14,000 deferral limit

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

27. Loan Amortization Hell

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

28. Safe Harbor 401(k)

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

29. Roth 401(k): All can contribute, regardless of income?

    By Don Levit, June 3, 2005
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • September 15, 2005

30. 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

31. Timing of 401(k) Deferral Deposits

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

32. penalty tax for failed adp test

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

33. 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

34. Plan Sponsor Surveys

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

35. Effect of Participant's Death on Outstanding Loan

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

36. How do you discontinue a VS specimen plan?

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

37. 401(k) contributions based on age & service

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

38. Off calendar catchup

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

39. Great Plans

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

40. W-2 compensation, but no hours

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

41. Same desk, protected benefits and direct rollovers

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

42. Top Heavy Min and Match

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

43. Hurricane Katrina Relief

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

44. ex-pat after tax contribution

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

45. Control Group Testing Issue

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

46. 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

47. Aggregation Rules

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

48. 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

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

    By jkharvey, September 8, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • September 9, 2005

50. Vesting for terminated participants

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