401(k) Plans

19,320 topics in this forum

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

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

2. 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

3. Timing of 401(k) Deferral Deposits

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

4. penalty tax for failed adp test

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

5. PTE 2002-51 notice to interested persons

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

6. Plan Sponsor Surveys

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

7. Effect of Participant's Death on Outstanding Loan

   By Guest rocnrols2, September 13, 2005
   • 4 replies
   • 2.9k views
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   • Alf
   • September 14, 2005

8. How do you discontinue a VS specimen plan?

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

9. 401(k) contributions based on age & service

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

10. Off calendar catchup

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

11. Great Plans

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

12. W-2 compensation, but no hours

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

13. Same desk, protected benefits and direct rollovers

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

14. Top Heavy Min and Match

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

15. Hurricane Katrina Relief

    By k man, September 9, 2005
    • 2 replies
    • 1.2k views
    • 
    • k man
    • September 11, 2005

16. ex-pat after tax contribution

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

17. Control Group Testing Issue

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

18. 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

19. Aggregation Rules

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

20. 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

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

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

22. Vesting for terminated participants

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

23. 411(d)(6)

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

24. Retroactive Amendment?

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

25. Terminated employee with remaining vacation days

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

26. SIMPLE IRA termination and change in eligibilty

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

27. Off calendar year catch ups

    By Guest DTrom, April 12, 2005
    • 4 replies
    • 1.5k views
    • 
    • Beltane
    • September 7, 2005

28. Calculating self employed or partnership income

    By dmb, February 23, 2005
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • September 7, 2005

29. Front-loading 3% Safe Harbor Contribution

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

30. Form 5330 -v- VFCP

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

31. After-Tax Direct Rollovers

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

32. CDSC Charges

    By Guest Admin, August 26, 2002
    • 39 replies
    • 11.7k views
    • 
    • Bird
    • September 2, 2005

33. Missed 401k Deduction for New Enrollee

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

34. Severance

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

35. Fiduciary Committee Meetings

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

36. plan as a limited/general partner

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

37. 401(k) contributions DURING military leave

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

38. ADP test in the year of acquisition

    By Guest MikeD, August 30, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 30, 2005

39. 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

40. 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

41. Debt/Mortgage as investment?

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

42. HCE Definition for 2006

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

43. PLAN EXPENSES

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

44. Post mortem Qdro

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

45. 6057(e)

    By Guest moltengater, August 25, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 26, 2005

46. Best plan suggestion

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

47. Document Failure - VCP question

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

48. ADP Testing - plan uses prior yr testing method

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

49. 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

50. Single Participant 401(k) Documents

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