401(k) Plans

19,275 topics in this forum

1. Correcting Coverage Failure

   By Guest Midas, May 18, 2005
   • 12 replies
   • 6.5k views
   • 
   • Tom Poje
   • May 20, 2005

2. Whose money Is it anyway? Loan on 401k

   By Guest Summer232, May 17, 2005
   • 15 replies
   • 2.5k views
   • 
   • SMB
   • May 20, 2005

3. Max Deductible Contribution? Need answer for C-4 test on Thursday!

   By Guest chris4013, May 17, 2005
   • 3 replies
   • 1.4k views
   • 
   • R. Butler
   • May 17, 2005

4. Plan Document?

   By Jilliandiz, May 17, 2005
   • 3 replies
   • 1.6k views
   • 
   • E as in ERISA
   • May 18, 2005

5. Timing of amendment increasing deferrals

   By Guest hyper, May 16, 2005
   • 3 replies
   • 1.3k views
   • 
   • g8r
   • May 19, 2005

6. Hardship withdrawals for post-secondary education

   By Guest Elinor, May 16, 2005
   • 2 replies
   • 6k views
   • 
   • E as in ERISA
   • May 16, 2005

7. Employers Responsibility regarding 401K contributions

   By Guest 3mj, May 14, 2005
   • 3 replies
   • 1.9k views
   • 
   • austin3515
   • May 15, 2005

8. Stopping Elective Deferrals

   By Guest philc, May 12, 2005
   • 3 replies
   • 1.6k views
   • 
   • Kirk Maldonado
   • May 13, 2005

9. Help. Confused minds want to know: Is this a controlled group?

   By Guest jcarlos, May 12, 2005
   • 11 replies
   • 1.7k views
   • 
   • R. Butler
   • May 16, 2005

10. Automatic enrollment ED's as designated Roth Ks?

    By Guest Penny17, May 12, 2005
    • 5 replies
    • 1.5k views
    • 
    • mbozek
    • May 17, 2005

11. Common ownership

    By Guest Pat Metallic, May 11, 2005
    • 1 reply
    • 1.5k views
    • 
    • BeckyMiller
    • May 13, 2005

12. Keep expensive 401K -- or -- invest on our own?

    By Guest heikejohn, May 11, 2005
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • May 11, 2005

13. Plan Termination - Automatic Rollover

    By Guest Midas, May 11, 2005
    • 5 replies
    • 4.8k views
    • 
    • mbozek
    • May 12, 2005

14. Rollover (Related or Unrelated)

    By Guest jkrad, May 10, 2005
    • 1 reply
    • 2.4k views
    • 
    • WDIK
    • May 11, 2005

15. Post year-end contributions...when good employer contributions go bad

    By Lori Friedman, May 10, 2005
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 1, 2005

16. SIMPLE IRA & 401(k)

    By Guest mk2308, May 9, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 9, 2005

17. Hours of Service

    By Guest jefe96, May 9, 2005
    • 2 replies
    • 1.7k views
    • 
    • JDuns
    • May 9, 2005

18. compensation

    By Guest mk2308, May 9, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 9, 2005

19. Prefunding

    By Guest mk2308, May 6, 2005
    • 4 replies
    • 1.5k views
    • 
    • R. Butler
    • May 11, 2005

20. Loans

    By Guest BruceCM, May 6, 2005
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • May 6, 2005

21. ADP Failure Letter

    By No Name, May 6, 2005
    • 2 replies
    • 9.6k views
    • 
    • Harwood
    • May 11, 2005

22. Change to Ineligible Class

    By rlb64, May 6, 2005
    • 4 replies
    • 2.7k views
    • 
    • david rigby
    • May 7, 2005

23. Another question related to severance pay

    By jkharvey, May 6, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • May 6, 2005

24. Safe harbor amendment deadline

    By Guest jim williams, May 5, 2005
    • 5 replies
    • 2.3k views
    • 
    • WDIK
    • May 6, 2005

25. resident alien eligible to sponsor US retirement plan?

    By k man, May 5, 2005
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • May 12, 2005

26. Deferral Contribution Timing

    By Guest mb4, May 4, 2005
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • May 5, 2005

27. How to treat employer securities in a 401(k) and ESOP that are combined in the same plan document.

    By katieinny, May 4, 2005
    • 6 replies
    • 1.8k views
    • 
    • katieinny
    • May 5, 2005

28. Company Stock Purchase (and 401k plan)

    By Guest PAINPA, May 4, 2005
    • 5 replies
    • 1.6k views
    • 
    • mbozek
    • May 9, 2005

29. Catch-up Question

    By MBCarey, May 4, 2005
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • May 4, 2005

30. Multiple Emploer/Safe Harbor

    By Guest Giovanni, May 4, 2005
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • May 5, 2005

31. 945's & 1096's

    By austin3515, May 4, 2005
    • 6 replies
    • 2k views
    • 
    • austin3515
    • May 4, 2005

32. What is an "open" tax year ?

    By Guest hyper, May 3, 2005
    • 7 replies
    • 9.1k views
    • 
    • Guest
    • May 5, 2005

33. Participants investing in employer securities.

    By katieinny, May 3, 2005
    • 10 replies
    • 2.2k views
    • 
    • MWeddell
    • May 5, 2005

34. RESTRUCTURING FOR ADP/ACP. 7 ELIGIBLE PARTICIPANTS.

    By Lori H, May 2, 2005
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 2, 2005

35. An Oldie but Goodie: severance pay as a source of 401(k) deferrals

    By Guest erisafried, May 2, 2005
    • 9 replies
    • 3.8k views
    • 
    • Guest
    • May 5, 2005

36. Catch-Up Contributions & 415 limit

    By Guest moltengater, May 2, 2005
    • 1 reply
    • 1.6k views
    • 
    • jquazza
    • May 4, 2005

37. Bottom Up QNEC question

    By fiona1, April 28, 2005
    • 9 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 3, 2005

38. Top Heavy Allocation when changing divisions

    By Dan, April 28, 2005
    • 5 replies
    • 1.4k views
    • 
    • jaemmons
    • May 5, 2005

39. Is US Source Income (for excluding NRAs from plan testing) defined based on the applicable treaty or the general rule in the IRC?

    By JDuns, April 28, 2005
    • 0 replies
    • 1.2k views
    • 
    • JDuns
    • April 28, 2005

40. Negative Election/Automatic EnrollmentTime Sensitive Question

    By Guest mmc, April 28, 2005
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • April 29, 2005

41. Loan in excess of 50%

    By Guest rgorman, April 27, 2005
    • 3 replies
    • 1.5k views
    • 
    • WDIK
    • April 28, 2005

42. Redemption Fees

    By Guest cgodfrey, April 27, 2005
    • 4 replies
    • 1.7k views
    • 
    • Bird
    • April 28, 2005

43. Beneficiary on a Life Policy

    By Guest MrT, April 27, 2005
    • 11 replies
    • 2.8k views
    • 
    • mbozek
    • April 29, 2005

44. 401(k) Plan w/ LLC with negative K1

    By mschwechter, April 27, 2005
    • 2 replies
    • 1.5k views
    • 
    • mschwechter
    • April 27, 2005

45. Compensation

    By Guest mk2308, April 26, 2005
    • 10 replies
    • 1.7k views
    • 
    • Guest
    • April 27, 2005

46. Stock Options and Ownership Attribution

    By Guest Midas, April 26, 2005
    • 3 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • April 27, 2005

47. targeted vesting

    By Guest moltengater, April 26, 2005
    • 4 replies
    • 1.2k views
    • 
    • MWeddell
    • April 27, 2005

48. Life Insurance Policy in 401(k) Plan

    By Guest michelle02, April 25, 2005
    • 3 replies
    • 2.3k views
    • 
    • mschwechter
    • April 28, 2005

49. 3% Non-Elective Contribution

    By Guest jkrad, April 25, 2005
    • 2 replies
    • 1.6k views
    • 
    • pmacduff
    • April 25, 2005

50. Defaulted wrong loan amount

    By Guest jvandyke, April 25, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 25, 2005