401(k) Plans

19,319 topics in this forum

1. Family member?

   By Guest yukon, July 29, 2005
   • 3 replies
   • 1.1k views
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   • R. Butler
   • July 29, 2005

2. Final regs say deferrals are treated as Employer contributions under IRC 404 - ? Also need help finding certain provisions in final regs.

   By Guest LMalone, July 28, 2005
   • 2 replies
   • 1.3k views
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   • Tom Poje
   • July 29, 2005

3. Requirements for new deferral or insurance elections?

   By AlbanyConsultant, July 28, 2005
   • 6 replies
   • 1.5k views
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   • WDIK
   • July 28, 2005

4. ACP test - safe harbor 401k plan

   By jaemmons, July 27, 2005
   • 2 replies
   • 1.5k views
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   • jaemmons
   • July 28, 2005

5. Hardship W/D after a loan

   By blue, July 27, 2005
   • 1 reply
   • 1.4k views
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   • pmacduff
   • July 27, 2005

6. EIN

   By Guest mk2308, July 27, 2005
   • 1 reply
   • 1.2k views
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   • david rigby
   • July 27, 2005

7. Participation in both Solo 401k and 403b with Different Employer

   By jukeboy56, July 21, 2005
   • 5 replies
   • 3.2k views
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   • jukeboy56
   • July 27, 2005

8. Maximum Elective Deferral Limit in a Safe Harbor 401(k)

   By Guest PB&J, July 22, 2005
   • 4 replies
   • 1.4k views
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   • austin3515
   • July 27, 2005

9. Signing Bonus

   By DTH, July 26, 2005
   • 1 reply
   • 1.4k views
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   • austin3515
   • July 26, 2005

10. 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

11. Eligible Employee to Independent Contrator

    By Guest Julie, July 25, 2005
    • 1 reply
    • 1.4k views
    • 
    • No Name
    • July 25, 2005

12. Participant Loans

    By Jilliandiz, July 25, 2005
    • 3 replies
    • 1.4k views
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    • Belgarath
    • July 25, 2005

13. Should all One Part. Sole Proprietor Plans be 401(k)?

    By Alf, July 22, 2005
    • 5 replies
    • 2.5k views
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    • Appleby
    • July 22, 2005

14. Integrating Deemed Roth IRAs into 401k Plans

    By Guest johnpetrancosta, July 21, 2005
    • 17 replies
    • 3.9k views
    • 
    • Guest
    • July 22, 2005

15. Loan Repayments

    By Guest basilb, July 21, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • July 22, 2005

16. Correcting 401a4 - Gateway for corrections?

    By Guest chris4013, July 21, 2005
    • 2 replies
    • 1.5k views
    • 
    • Archimage
    • July 22, 2005

17. anticutback

    By Guest britneyspears, July 21, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • July 21, 2005

18. Partial Plan Termination

    By sdix401k, July 21, 2005
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • July 21, 2005

19. 401 k Form 5500 for common-ownership companies

    By Guest zenrodeo, July 21, 2005
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • July 21, 2005

20. Suspending Trading due to Volume

    By Guest calcu, July 21, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • July 21, 2005

21. Consequences of omitting employee from 401(k) plan participation

    By Guest Steve1, July 20, 2005
    • 3 replies
    • 1.6k views
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    • Appleby
    • July 21, 2005

22. Contribution Timing

    By Guest bbillik, July 20, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 20, 2005

23. 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
    • 
    • katieinny
    • July 19, 2005

24. 401k contribution-pro rata required if start program at end of year?

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

25. 401k enrollment election forms

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

26. Death Benefit to trust

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

27. overpayment of loan repayments

    By Guest mk2308, July 18, 2005
    • 6 replies
    • 4.1k views
    • 
    • JanetM
    • July 18, 2005

28. 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

29. Small Business - Retirement plan for sole employee?

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

30. Super Interesting Must-Read Direct Deposit Question

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

31. ROTH 401K

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

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

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

33. 414(h) pick up

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

34. 50+ catch-up questions

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

35. Net Unrealized Appreciation and Terminating Plan

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

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

    By doombuggy, July 13, 2005
    • 2 replies
    • 1.4k views
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    • JanetM
    • July 14, 2005

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

    By Guest W. Blake, July 12, 2005
    • 9 replies
    • 7.1k views
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    • david rigby
    • July 14, 2005

38. Safe Harbor Match - different entry dates

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

39. Opinion Letters

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

40. When is the deadline for making matching contributions?

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

41. Safe Harbor Contributions?

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

42. Bank holding company stock

    By Guest janhubber, June 28, 2005
    • 5 replies
    • 1.4k views
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    • ljr
    • July 12, 2005

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

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

44. Participant loans and bankruptcy

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

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

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

46. Levy?

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

47. Delinquent 5500s-use current forms ?

    By JAY21, July 11, 2005
    • 2 replies
    • 1.1k views
    • 
    • JAY21
    • July 11, 2005

48. Quality Incentives for Customer Service Centers

    By Guest mporterst, July 8, 2005
    • 1 reply
    • 1.2k views
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    • Fredman
    • July 11, 2005

49. Consequences of non-safe harbor hardship distribution

    By mariemonroe, July 11, 2005
    • 2 replies
    • 1.6k views
    • 
    • mariemonroe
    • July 11, 2005

50. TSM vs Relius

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