401(k) Plans

19,321 topics in this forum

1. Qualified plan expenses

   By Guest poberlander, June 8, 2005
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • June 8, 2005

2. $205,000 Compensation Limit

   By Guest dmcmanus, June 8, 2005
   • 2 replies
   • 1.5k views
   • 
   • E as in ERISA
   • June 8, 2005

3. Safe Harbor Notice mid-year non-Safe Harbor contribution change

   By Guest LStein, June 8, 2005
   • 7 replies
   • 1.9k views
   • 
   • R. Butler
   • June 9, 2005

4. 404 vs 415

   By Guest erepper, June 8, 2005
   • 8 replies
   • 1.7k views
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   • Archimage
   • June 8, 2005

5. Help! What should I do? IRA Roth and 401k?

   By Guest student79, June 7, 2005
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • June 7, 2005

6. Life Insurance Policies in DB Plans

   By Guest JTS1675, June 7, 2005
   • 2 replies
   • 1.4k views
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   • Belgarath
   • June 7, 2005

7. Supplemental Pay for Military Reservists under the new 415 Regulations

   By Guest ToddieBear, June 6, 2005
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • June 6, 2005

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

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

9. Authority on spinoff company's responsibility for parent company's plan qualification violations

   By Guest Oscar2, June 3, 2005
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • June 3, 2005

10. In-service distribution to IRA

    By goldtpa, June 3, 2005
    • 0 replies
    • 1.2k views
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    • goldtpa
    • June 3, 2005

11. 415 apply to double 401k deferrals?

    By Guest rickw, June 3, 2005
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • June 3, 2005

12. Hardship distributions/Loans

    By Guest chris4013, June 3, 2005
    • 2 replies
    • 1.3k views
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    • Archimage
    • June 3, 2005

13. Exclusive Benefit Rule

    By Guest TroyRiley, June 2, 2005
    • 2 replies
    • 2k views
    • 
    • WDIK
    • June 3, 2005

14. Participant in two plans

    By Guest jetfaninmn, June 2, 2005
    • 1 reply
    • 1.3k views
    • 
    • wmyer
    • June 3, 2005

15. Owner of company wants to invest his plan assets in the company.

    By katieinny, June 2, 2005
    • 9 replies
    • 2.1k views
    • 
    • QDROphile
    • June 8, 2005

16. Qualified Termination Administrtors (QTA)

    By Guest Midas, June 2, 2005
    • 8 replies
    • 3.5k views
    • 
    • AndyH
    • June 8, 2005

17. Forced distributions

    By Guest jetfaninmn, June 1, 2005
    • 2 replies
    • 1.6k views
    • 
    • Belgarath
    • June 1, 2005

18. Life Insurance after attaining NRA

    By Guest MrT, June 1, 2005
    • 1 reply
    • 1.2k views
    • 
    • Ron Snyder
    • June 1, 2005

19. Following spouse's disclaimer are deceased participant's parents who received distribution under terms of plan treated as designated beneficiaries under i.401(a)(9)-4

    By Guest Edward McElroy, June 1, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • June 1, 2005

20. Distribution Code for deferrals before eligible....

    By Guest jusducki, May 31, 2005
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • June 2, 2005

21. Recordkeeper collecting asset based fees.

    By SRP, May 27, 2005
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • June 1, 2005

22. operational checklists

    By PensionNewbee, May 27, 2005
    • 3 replies
    • 1.6k views
    • 
    • PensionNewbee
    • June 2, 2005

23. Plan design - allowing a changing to a distribution option by a beneficiary

    By Guest who me?, May 27, 2005
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • May 27, 2005

24. Ownership Participation situation

    By buckaroo, May 26, 2005
    • 0 replies
    • 1.2k views
    • 
    • buckaroo
    • May 26, 2005

25. Control Group Issues

    By Guest jetfaninmn, May 26, 2005
    • 2 replies
    • 1.9k views
    • 
    • R. Butler
    • May 26, 2005

26. Employer Match Contribution Deadline

    By Guest szaidman, May 26, 2005
    • 4 replies
    • 3.7k views
    • 
    • R. Butler
    • May 27, 2005

27. Profit Sharing Plan with NO deferral Option

    By Guest willow, May 26, 2005
    • 12 replies
    • 2k views
    • 
    • Belgarath
    • June 8, 2005

28. Entry Dte

    By DTH, May 25, 2005
    • 8 replies
    • 2.9k views
    • 
    • rcline46
    • May 26, 2005

29. Salary reduction agreement

    By Guest stillhere, May 25, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 25, 2005

30. Participant communication: nervous Nellies or not?

    By Guest erisafried, May 24, 2005
    • 8 replies
    • 2k views
    • 
    • david rigby
    • May 25, 2005

31. Top Heavy

    By Guest babs51, May 24, 2005
    • 2 replies
    • 1.3k views
    • 
    • JanetM
    • May 26, 2005

32. Controlled group change

    By Guest jim williams, May 24, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 24, 2005

33. Catch-up

    By rlb64, May 24, 2005
    • 7 replies
    • 2.1k views
    • 
    • WDIK
    • May 25, 2005

34. Simple Plans

    By Jilliandiz, May 24, 2005
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • June 3, 2005

35. Retirement Plan Newsletters

    By Guest willow, May 23, 2005
    • 4 replies
    • 1.4k views
    • 
    • J2D2
    • May 24, 2005

36. Forfeiture of Matching Contribution associated with Refunded Deferrals

    By Guest Grumpy455, May 23, 2005
    • 3 replies
    • 1.3k views
    • 
    • WDIK
    • May 23, 2005

37. Calculating non-elective 3% safe harbor contribution for first short plan year

    By mariemonroe, May 23, 2005
    • 3 replies
    • 3k views
    • 
    • Guest
    • May 24, 2005

38. Delinquent Matching Contributions

    By Guest dick@fbanet.com, May 20, 2005
    • 5 replies
    • 2k views
    • 
    • mbozek
    • May 20, 2005

39. Automatic, passive, negative enrollments

    By Guest cody, May 20, 2005
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • June 1, 2005

40. Hole in American Funds Menu = fiduciary breach = ?

    By Guest Happy Actuary, May 19, 2005
    • 1 reply
    • 1.3k views
    • 
    • Bird
    • May 20, 2005

41. Controlled Group Question

    By Guest chris4013, May 19, 2005
    • 3 replies
    • 1.1k views
    • 
    • R. Butler
    • May 19, 2005

42. carving out class based on tenure

    By k man, May 19, 2005
    • 9 replies
    • 1.4k views
    • 
    • david rigby
    • May 20, 2005

43. PEO Multiple Employer Plan

    By Guest Midas, May 19, 2005
    • 9 replies
    • 5.4k views
    • 
    • Guest
    • May 26, 2005

44. Withdrawal of Safe Harbor Notice

    By Dougsbpc, May 19, 2005
    • 2 replies
    • 1.2k views
    • 
    • Dougsbpc
    • May 19, 2005

45. Deferrals Not Suspended After Hardship

    By goldtpa, May 18, 2005
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • May 18, 2005

46. Anyone have experience w/ late deferrals for HCE only?

    By jkharvey, May 18, 2005
    • 8 replies
    • 2.1k views
    • 
    • actuarysmith
    • May 19, 2005

47. Correcting Coverage Failure

    By Guest Midas, May 18, 2005
    • 12 replies
    • 6.6k views
    • 
    • Tom Poje
    • May 20, 2005

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

    By Guest Summer232, May 17, 2005
    • 15 replies
    • 2.6k views
    • 
    • SMB
    • May 20, 2005

49. 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

50. Plan Document?

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