401(k) Plans

19,468 topics in this forum

1. Safe harbor match testing

   By Guest scompliance, November 15, 2005
   • 11 replies
   • 4.6k views
   • 
   • MWeddell
   • November 18, 2005

2. Eligibility

   By Guest jetfaninmn, November 17, 2005
   • 4 replies
   • 1.7k views
   • 
   • saabraa
   • November 18, 2005

3. First Match ACP testing requirements

   By Stevo-PDX, November 17, 2005
   • 5 replies
   • 1.7k views
   • 
   • MWeddell
   • November 18, 2005

4. Overdistibution to Plan Particpant

   By Guest stevef, November 3, 2005
   • 6 replies
   • 2k views
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   • Earl
   • November 18, 2005

5. Plan Expenses

   By Guest stevena1, November 16, 2005
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • November 17, 2005

6. top paid group, hce's and failed adp test

   By Lori H, November 16, 2005
   • 4 replies
   • 2.8k views
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   • WDIK
   • November 17, 2005

7. Loans

   By Guest chris4013, November 17, 2005
   • 3 replies
   • 1.8k views
   • 
   • E as in ERISA
   • November 17, 2005

8. restate or amend

   By wsp, November 16, 2005
   • 1 reply
   • 1.4k views
   • 
   • Leopurrd
   • November 17, 2005

9. Self-Employed Owner and payroll period match

   By Guest HMoore, August 11, 2005
   • 8 replies
   • 3.8k views
   • 
   • E as in ERISA
   • November 16, 2005

10. Real Estate Management Company & 401(k)

    By Guest Michael519, November 16, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 16, 2005

11. Safe Harbor notices

    By pmacduff, November 15, 2005
    • 5 replies
    • 2k views
    • 
    • Guest
    • November 16, 2005

12. Safe Harbor Notice

    By Guest DazedAndConfused, November 16, 2005
    • 2 replies
    • 1.4k views
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    • Leopurrd
    • November 16, 2005

13. RMD Payments

    By Guest andmik, November 16, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 16, 2005

14. Plan Audit

    By Guest moltengater, November 16, 2005
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • November 16, 2005

15. 404(c)

    By Guest Kevin1, November 15, 2005
    • 6 replies
    • 1.7k views
    • 
    • E as in ERISA
    • November 16, 2005

16. Stipulated income

    By bdeancpa, November 15, 2005
    • 2 replies
    • 2k views
    • 
    • bdeancpa
    • November 15, 2005

17. Key Employee Determination

    By ErisaGeek, November 4, 2005
    • 1 reply
    • 2.5k views
    • 
    • buckaroo
    • November 15, 2005

18. Not really a plan question, but...

    By stevena, October 21, 2005
    • 5 replies
    • 2k views
    • 
    • Guest
    • November 15, 2005

19. 8717

    By Guest Wolves1962, November 14, 2005
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 14, 2005

20. Help with unsolicited distribution

    By Guest wetdog, November 14, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • November 14, 2005

21. 2005 New Key Employee

    By Guest darrensoup, November 14, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • November 14, 2005

22. Too easy or too difficult?

    By Guest Emiman, November 11, 2005
    • 7 replies
    • 1.8k views
    • 
    • E as in ERISA
    • November 14, 2005

23. Collectively Bargained Plans

    By Guest AJR, November 11, 2005
    • 1 reply
    • 3.2k views
    • 
    • Kirk Maldonado
    • November 11, 2005

24. Forfeiture Acct Use to Pay Lost earnings

    By Guest mxmast, July 14, 2005
    • 11 replies
    • 9.5k views
    • 
    • Guest
    • November 11, 2005

25. Over paid distribution

    By Guest johnpetrancosta, September 13, 2005
    • 12 replies
    • 2.9k views
    • 
    • Guest
    • November 11, 2005

26. Safe Harbor "Maybe"

    By Guest rslagle224, November 11, 2005
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • November 11, 2005

27. ownership question

    By Guest yukon, November 4, 2005
    • 1 reply
    • 1.3k views
    • 
    • buckaroo
    • November 11, 2005

28. 414(s) Testing - ADP/ACP test purposes

    By Guest jae3207, November 11, 2005
    • 1 reply
    • 2.6k views
    • 
    • Tom Poje
    • November 11, 2005

29. Roth Amendment

    By Dougsbpc, November 10, 2005
    • 2 replies
    • 1.6k views
    • 
    • Archimage
    • November 11, 2005

30. Roth 401(k)/Exclusive Roth Contributions

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

31. Recharacterized Deferrals as Catch-Up and 415 limit

    By Guest darrensoup, November 4, 2005
    • 3 replies
    • 2.6k views
    • 
    • Leopurrd
    • November 10, 2005

32. ADP Testing compensation

    By Guest jae3207, November 10, 2005
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • November 10, 2005

33. Vesting Discrimination Requirements

    By Guest Wobble14, November 9, 2005
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • November 10, 2005

34. plan termination

    By Guest lskin, September 19, 2005
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • November 5, 2005

35. Can employer be generous in a safe harbor plan

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

36. Loans

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

37. Safe Harbor

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

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

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

39. Katrina Distributions

    By k man, November 4, 2005
    • 2 replies
    • 1.3k views
    • 
    • k man
    • November 4, 2005

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

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

41. investment advice to participants

    By k man, October 18, 2005
    • 4 replies
    • 1.7k views
    • 
    • R. Butler
    • November 3, 2005

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

    By Guest TinaThornton, November 3, 2005
    • 1 reply
    • 1.6k views
    • 
    • Archimage
    • November 3, 2005

43. PARTNERS DEFERRED AND HAD A PARTNERSHIP LOSS

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

44. 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

45. Katrina

    By stevena, November 3, 2005
    • 4 replies
    • 1.6k views
    • 
    • E as in ERISA
    • November 3, 2005

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

    By Guest elirpa, November 3, 2005
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • November 3, 2005

47. State tax on pension distributions

    By Guest hyper, September 2, 2005
    • 17 replies
    • 8.4k views
    • 
    • mbozek
    • November 2, 2005

48. Search Firms-Missing Participants

    By Guest MEWilson, October 31, 2005
    • 9 replies
    • 2.6k views
    • 
    • RCK
    • November 2, 2005

49. 6/30 PYE 401k - safe harbor needed every other year?

    By Santo Gold, November 2, 2005
    • 1 reply
    • 1.9k views
    • 
    • Archimage
    • November 2, 2005

50. Final 5500

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