401(k) Plans

19,275 topics in this forum

1. What are the notice requirements to employees when a matching contribution is suspended in mid-year?

   By katieinny, July 19, 2005
   • 0 replies
   • 1k views
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   • katieinny
   • July 19, 2005

2. Late deposit of 2004 deferrals were done in early 2005, do we need to file two 5330's?

   By Beltane, July 19, 2005
   • 11 replies
   • 2.3k views
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   • austin3515
   • July 26, 2005

3. 401k contribution-pro rata required if start program at end of year?

   By Guest donmartin, July 19, 2005
   • 0 replies
   • 1.1k views
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   • Guest
   • July 19, 2005

4. 401k enrollment election forms

   By Guest dyoung, July 19, 2005
   • 0 replies
   • 1.2k views
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   • Guest
   • July 19, 2005

5. Death Benefit to trust

   By Guest jetfaninmn, July 19, 2005
   • 1 reply
   • 1.1k views
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   • mbozek
   • July 19, 2005

6. 401k Deferrals - Fiscal Year Plan

   By DP, July 19, 2005
   • 6 replies
   • 4.8k views
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   • R. Butler
   • August 3, 2005

7. overpayment of loan repayments

   By Guest mk2308, July 18, 2005
   • 6 replies
   • 4k views
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   • JanetM
   • July 18, 2005

8. ROTH 401K

   By Guest lmccormick, July 18, 2005
   • 1 reply
   • 1.2k views
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   • Guest
   • July 18, 2005

9. Funding solo 401(k) with IRA MRD's--Allowable?--?Double Taxation?

   By robbie, July 17, 2005
   • 4 replies
   • 1.6k views
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   • robbie
   • July 18, 2005

10. Small Business - Retirement plan for sole employee?

    By Guest aarondc, July 15, 2005
    • 15 replies
    • 1.9k views
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    • Bird
    • July 18, 2005

11. Roth IRA rollovers into new Roth 401(k) in 2006

    By Guest oxdougw, July 15, 2005
    • 0 replies
    • 1.4k views
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    • Guest
    • July 15, 2005

12. 50+ catch-up questions

    By Guest devonlucy, July 14, 2005
    • 2 replies
    • 1.4k views
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    • Bird
    • July 15, 2005

13. Net Unrealized Appreciation and Terminating Plan

    By Guest AEA, July 14, 2005
    • 1 reply
    • 1.4k views
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    • mbozek
    • July 14, 2005

14. Super Interesting Must-Read Direct Deposit Question

    By Guest dcprovista, July 14, 2005
    • 16 replies
    • 2.1k views
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    • Guest
    • July 18, 2005

15. Forfeiture Acct Use to Pay Lost earnings

    By Guest mxmast, July 14, 2005
    • 11 replies
    • 9.1k views
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    • Guest
    • November 11, 2005

16. "Helping Employees Achieve Retirement Security" by Ted Benna

    By doombuggy, July 13, 2005
    • 2 replies
    • 1.3k views
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    • JanetM
    • July 14, 2005

17. Safe Harbor Match - different entry dates

    By blue, July 13, 2005
    • 1 reply
    • 1.6k views
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    • ak2ary
    • July 13, 2005

18. When is the deadline for making matching contributions?

    By Guest W. Blake, July 13, 2005
    • 3 replies
    • 1.4k views
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    • Guest
    • July 13, 2005

19. Can a participant use 401(k) $ to pay equity to ex spouse ?

    By Guest W. Blake, July 12, 2005
    • 9 replies
    • 7k views
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    • david rigby
    • July 14, 2005

20. Opinion Letters

    By Jilliandiz, July 12, 2005
    • 3 replies
    • 1.5k views
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    • david rigby
    • July 13, 2005

21. 414(h) pick up

    By Guest cxs, July 12, 2005
    • 1 reply
    • 1.6k views
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    • mbozek
    • July 15, 2005

22. Participant loans and bankruptcy

    By Belgarath, July 12, 2005
    • 0 replies
    • 1.1k views
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    • Belgarath
    • July 12, 2005

23. who is considered Highly comp for a 401k plan

    By Guest dcarlin, July 12, 2005
    • 1 reply
    • 1.2k views
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    • WDIK
    • July 12, 2005

24. Safe Harbor Contributions?

    By Jilliandiz, July 12, 2005
    • 3 replies
    • 1.3k views
    • 
    • Jilliandiz
    • July 13, 2005

25. Definition of "reasonable" fee in context of automatic rollovers

    By Guest Oscar2, July 12, 2005
    • 0 replies
    • 879 views
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    • Guest
    • July 12, 2005

26. Gap period interest on excess deferrals

    By Just Me, July 11, 2005
    • 4 replies
    • 1.6k views
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    • MWeddell
    • July 29, 2005

27. Delinquent 5500s-use current forms ?

    By JAY21, July 11, 2005
    • 2 replies
    • 1k views
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    • JAY21
    • July 11, 2005

28. Limiting HCE Deferrals through Corporate Resolution

    By Guest psgross, July 11, 2005
    • 5 replies
    • 1.8k views
    • 
    • E as in ERISA
    • April 25, 2006

29. Consequences of non-safe harbor hardship distribution

    By mariemonroe, July 11, 2005
    • 2 replies
    • 1.5k views
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    • mariemonroe
    • July 11, 2005

30. Top heavy determination. Subtract receivable or not?

    By jkharvey, July 8, 2005
    • 2 replies
    • 2.6k views
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    • R. Butler
    • July 11, 2005

31. TSM vs Relius

    By Guest Midas, July 8, 2005
    • 1 reply
    • 1.3k views
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    • Guest
    • July 11, 2005

32. Levy?

    By Guest tintree73, July 8, 2005
    • 8 replies
    • 2.4k views
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    • Guest
    • July 12, 2005

33. Quality Incentives for Customer Service Centers

    By Guest mporterst, July 8, 2005
    • 1 reply
    • 1.1k views
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    • Fredman
    • July 11, 2005

34. Fidelity Bond Question

    By doombuggy, July 8, 2005
    • 1 reply
    • 1.3k views
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    • Bird
    • July 8, 2005

35. 401k safe harbor survey

    By Santo Gold, July 8, 2005
    • 0 replies
    • 1.3k views
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    • Santo Gold
    • July 8, 2005

36. Catch Up Contributions & 416

    By Guest pensionpete, July 7, 2005
    • 1 reply
    • 1.2k views
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    • buckaroo
    • July 7, 2005

37. Permitted or "Unpermitted" Disparity

    By Guest philc, July 7, 2005
    • 2 replies
    • 1.3k views
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    • Bird
    • July 7, 2005

38. Failure to send safe harbor notice prior to beginning of plan year

    By Guest pongo, July 6, 2005
    • 4 replies
    • 2k views
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    • Tom Poje
    • July 7, 2005

39. Can catch-up contributions allow Tttal annual additions greater than 100% of compensation.?

    By Richard Anderson, July 5, 2005
    • 1 reply
    • 1.5k views
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    • himt4
    • July 6, 2005

40. Severance employer contributions?

    By Guest JurisPrude, July 5, 2005
    • 2 replies
    • 1.5k views
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    • Guest
    • July 5, 2005

41. Permitted contribution max w/Catch-up when after-tax-dumb question? Or does anyone know the answer.

    By Guest devonlucy, July 4, 2005
    • 0 replies
    • 1k views
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    • Guest
    • July 4, 2005

42. SERP Providers

    By Guest vqualplan, June 30, 2005
    • 0 replies
    • 1.2k views
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    • Guest
    • June 30, 2005

43. hardship withdrawals for post-secondary education

    By Guest cac1134, June 30, 2005
    • 2 replies
    • 2.8k views
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    • Guest
    • July 1, 2005

44. vesting question

    By FJR, June 30, 2005
    • 4 replies
    • 1.3k views
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    • No Name
    • July 1, 2005

45. controlled group and ADP testing

    By eilano, June 30, 2005
    • 4 replies
    • 1.4k views
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    • Belgarath
    • July 1, 2005

46. individual/solo 401(k) plans

    By Guest mporterst, June 30, 2005
    • 8 replies
    • 1.4k views
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    • R. Butler
    • June 30, 2005

47. (k) testing with no EE compensation

    By Guest hyper, June 30, 2005
    • 3 replies
    • 1.3k views
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    • Guest
    • June 30, 2005

48. Top heavy minimum for partnership

    By rlb64, June 30, 2005
    • 1 reply
    • 2k views
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    • Blinky the 3-eyed Fish
    • July 1, 2005

49. Don't buy low - You'll lose out? - Newbie

    By Guest jbo, June 29, 2005
    • 26 replies
    • 3.6k views
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    • doombuggy
    • July 8, 2005

50. Retroactive Amendment question

    By Guest chris4013, June 29, 2005
    • 6 replies
    • 1.9k views
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    • R. Butler
    • June 29, 2005