401(k) Plans

19,366 topics in this forum

1. last day rule

   By wsp, September 30, 2005
   • 5 replies
   • 1.5k views
   • 
   • Bird
   • October 1, 2005

2. Automatic enrollment and deferral increase

   By Guest LSULLIVAN, September 12, 2005
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 30, 2005

3. Plan design error

   By rlb64, September 28, 2005
   • 11 replies
   • 2.1k views
   • 
   • mbozek
   • September 30, 2005

4. Minimum Deferral %

   By stevena, September 30, 2005
   • 4 replies
   • 1.4k views
   • 
   • stevena
   • September 30, 2005

5. Missing Enrollment Forms?

   By Jilliandiz, September 22, 2005
   • 6 replies
   • 1.7k views
   • 
   • Guest
   • September 29, 2005

6. QNEC Contribution and Allocation

   By buckaroo, September 29, 2005
   • 0 replies
   • 2.1k views
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   • buckaroo
   • September 29, 2005

7. 408(p) and 402(g)

   By Guest HNT, September 29, 2005
   • 1 reply
   • 1.3k views
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   • R. Butler
   • September 29, 2005

8. Roth 401(k)

   By Guest lskin, September 26, 2005
   • 4 replies
   • 1.9k views
   • 
   • Guest
   • September 29, 2005

9. Weird situation...

   By stevena, September 29, 2005
   • 1 reply
   • 1.4k views
   • 
   • stephen
   • September 29, 2005

10. Resolving Alleged Overdistribution

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

11. Active participant who becomes a Union Employee

    By Guest bouncingsoul, September 28, 2005
    • 2 replies
    • 1.2k views
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    • david rigby
    • September 28, 2005

12. 401(k) Plan Audit Question: RE: Investment Contract with Insurance Co. note to Financial Statements.

    By Guest TGinthe'Ville, September 26, 2005
    • 3 replies
    • 1.8k views
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    • Guest
    • September 28, 2005

13. Dr. has a $70,000 loan during 2004. What is the correction method?

    By Guest vqualplan, September 28, 2005
    • 2 replies
    • 1.3k views
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    • mbozek
    • September 28, 2005

14. 401(k) deposit from 2003 still not deposited - How do you correct?

    By Guest terric, September 28, 2005
    • 1 reply
    • 1.3k views
    • 
    • R. Butler
    • September 28, 2005

15. Initial Deferral Period in SIMPLE-401(k) Plan

    By Guest Grumpy455, September 28, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • September 28, 2005

16. Can you combine Roth 401(k) and Safe Harbor 401(k)?

    By Guest mjn, September 27, 2005
    • 2 replies
    • 1.7k views
    • 
    • g8r
    • September 28, 2005

17. plan design help

    By wsp, September 26, 2005
    • 7 replies
    • 1.5k views
    • 
    • jquazza
    • September 28, 2005

18. Fidelity Short Term Redemption Fees!

    By Guest Sehrl, January 26, 2004
    • 12 replies
    • 4.8k views
    • 
    • wsp
    • September 26, 2005

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

    By Guest lskin, September 23, 2005
    • 12 replies
    • 3.4k views
    • 
    • Bird
    • September 26, 2005

20. ERISA, IRS and DOL Regulations?

    By Jilliandiz, September 23, 2005
    • 4 replies
    • 2.2k views
    • 
    • E as in ERISA
    • September 26, 2005

21. New plan for partner of old entity

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

22. Automatic Enrollment Notices

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

23. Integrated PS Plan Excluding Comp

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

24. 401(k) plan design issue

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

25. 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

26. off calendar year/catch-up

    By Guest deathbycashcall, September 15, 2005
    • 12 replies
    • 2.9k views
    • 
    • RTK
    • September 23, 2005

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

    By katieinny, September 19, 2005
    • 5 replies
    • 11.8k views
    • 
    • Tom Poje
    • September 23, 2005

28. 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
    • 
    • Guest
    • September 23, 2005

29. Safe Harbor Plan and Controlled Group

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

30. Plan with Employer Stock

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

31. small terminated participant balance

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

32. Control Groups and Compliance Testing

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

33. HCE - Okay to have late deferrals?

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

34. Automatic Enrollment/Negative Election

    By Guest Robin.Wolf, September 15, 2005
    • 6 replies
    • 2k views
    • 
    • RCK
    • September 20, 2005

35. Compensation Election

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

36. Termed Participants with bad addresses

    By Guest Elfman, September 13, 2005
    • 13 replies
    • 4.2k views
    • 
    • Guest
    • September 19, 2005

37. Corrective distributions

    By rlb64, September 19, 2005
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • September 19, 2005

38. HCE: Deferral % increases mid yr. Is catch-up contribution allowed?

    By Guest ckv, September 15, 2005
    • 4 replies
    • 1.3k views
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    • WDIK
    • September 19, 2005

39. ADP Test Failure Determined after HCE paid out.

    By Guest Factor, September 16, 2005
    • 3 replies
    • 2k views
    • 
    • Mike Preston
    • September 17, 2005

40. plan limitation predictions

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

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

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

42. Low balance fees for terminated participants

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

43. Minimum Required Distributions

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

44. $14,000 deferral limit

    By eilano, September 15, 2005
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 16, 2005

45. Loan Amortization Hell

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

46. Safe Harbor 401(k)

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

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

    By Don Levit, June 3, 2005
    • 6 replies
    • 2k views
    • 
    • Guest
    • September 15, 2005

48. 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

49. Timing of 401(k) Deferral Deposits

    By Guest ANNEBV, September 15, 2005
    • 2 replies
    • 1.9k views
    • 
    • Archimage
    • September 15, 2005

50. penalty tax for failed adp test

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