401(k) Plans

19,424 topics in this forum

1. DOL recommending suspending deferrals until late contributions are caught up

   By Guest cbjohnson, August 1, 2005
   • 1 reply
   • 1.2k views
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   • WDIK
   • August 1, 2005

2. ADP /ACP testing for merged plans

   By Guest hyper, August 1, 2005
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • August 1, 2005

3. Loan re-financing

   By Guest jvandyke, July 29, 2005
   • 3 replies
   • 1.4k views
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   • QDROphile
   • July 29, 2005

4. Automatic Enrollment and automatic contribution increases

   By Guest philc, July 29, 2005
   • 1 reply
   • 1.4k views
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   • four01kman
   • July 29, 2005

5. Gap period interest on excess deferrals

   By Just Me, July 11, 2005
   • 4 replies
   • 1.7k views
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   • MWeddell
   • July 29, 2005

6. Family member?

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

7. 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

8. Requirements for new deferral or insurance elections?

   By AlbanyConsultant, July 28, 2005
   • 6 replies
   • 1.6k views
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   • WDIK
   • July 28, 2005

9. ACP test - safe harbor 401k plan

   By jaemmons, July 27, 2005
   • 2 replies
   • 1.6k views
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   • jaemmons
   • July 28, 2005

10. Hardship W/D after a loan

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

11. EIN

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

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

    By jukeboy56, July 21, 2005
    • 5 replies
    • 3.7k views
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    • jukeboy56
    • July 27, 2005

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

    By Guest PB&J, July 22, 2005
    • 4 replies
    • 1.5k views
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    • austin3515
    • July 27, 2005

14. Signing Bonus

    By DTH, July 26, 2005
    • 1 reply
    • 1.5k views
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    • austin3515
    • July 26, 2005

15. 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
    • 2.4k views
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    • austin3515
    • July 26, 2005

16. Eligible Employee to Independent Contrator

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

17. Participant Loans

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

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

    By Alf, July 22, 2005
    • 5 replies
    • 2.6k views
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    • Appleby
    • July 22, 2005

19. Integrating Deemed Roth IRAs into 401k Plans

    By Guest johnpetrancosta, July 21, 2005
    • 17 replies
    • 4k views
    • 
    • Guest
    • July 22, 2005

20. Loan Repayments

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

21. Correcting 401a4 - Gateway for corrections?

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

22. anticutback

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

23. Partial Plan Termination

    By sdix401k, July 21, 2005
    • 4 replies
    • 1.4k views
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    • david rigby
    • July 21, 2005

24. 401 k Form 5500 for common-ownership companies

    By Guest zenrodeo, July 21, 2005
    • 2 replies
    • 2.8k views
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    • Guest
    • July 21, 2005

25. Suspending Trading due to Volume

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

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

    By Guest Steve1, July 20, 2005
    • 3 replies
    • 1.7k views
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    • Appleby
    • July 21, 2005

27. Contribution Timing

    By Guest bbillik, July 20, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 20, 2005

28. 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

29. 401k contribution-pro rata required if start program at end of year?

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

30. 401k enrollment election forms

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

31. Death Benefit to trust

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

32. overpayment of loan repayments

    By Guest mk2308, July 18, 2005
    • 6 replies
    • 4.5k views
    • 
    • JanetM
    • July 18, 2005

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

    By robbie, July 17, 2005
    • 4 replies
    • 1.7k views
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    • robbie
    • July 18, 2005

34. Small Business - Retirement plan for sole employee?

    By Guest aarondc, July 15, 2005
    • 15 replies
    • 2k views
    • 
    • Bird
    • July 18, 2005

35. Super Interesting Must-Read Direct Deposit Question

    By Guest dcprovista, July 14, 2005
    • 16 replies
    • 2.2k views
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    • Guest
    • July 18, 2005

36. ROTH 401K

    By Guest lmccormick, July 18, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • July 18, 2005

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

    By Guest oxdougw, July 15, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • July 15, 2005

38. 414(h) pick up

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

39. 50+ catch-up questions

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

40. Net Unrealized Appreciation and Terminating Plan

    By Guest AEA, July 14, 2005
    • 1 reply
    • 1.5k views
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    • mbozek
    • July 14, 2005

41. "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

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

    By Guest W. Blake, July 12, 2005
    • 9 replies
    • 7.8k views
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    • david rigby
    • July 14, 2005

43. Safe Harbor Match - different entry dates

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

44. Opinion Letters

    By Jilliandiz, July 12, 2005
    • 3 replies
    • 1.6k views
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    • david rigby
    • July 13, 2005

45. When is the deadline for making matching contributions?

    By Guest W. Blake, July 13, 2005
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • July 13, 2005

46. Safe Harbor Contributions?

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

47. Bank holding company stock

    By Guest janhubber, June 28, 2005
    • 5 replies
    • 1.5k views
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    • ljr
    • July 12, 2005

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

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

49. Participant loans and bankruptcy

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

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

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