401(k) Plans

19,275 topics in this forum

1. Optimal PS Contribution

   By austin3515, April 11, 2005
   • 1 reply
   • 1.2k views
   • 
   • JanetM
   • April 12, 2005

2. Automatic Rollovers

   By FJR, January 4, 2005
   • 11 replies
   • 4.2k views
   • 
   • Guest
   • April 11, 2005

3. termination of safe harbor provisions

   By Guest Jane Freeman, April 11, 2005
   • 1 reply
   • 1.2k views
   • 
   • rcline46
   • April 11, 2005

4. Any word on IRS revised 402(f) notice?

   By Guest brsears, April 8, 2005
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • April 8, 2005

5. New post, much clearer!Catch-up Contribution

   By Jilliandiz, April 8, 2005
   • 2 replies
   • 1.2k views
   • 
   • david rigby
   • April 8, 2005

6. employer match off by a few dollars over under. when to make up

   By Lori H, April 7, 2005
   • 7 replies
   • 1.8k views
   • 
   • Guest
   • April 8, 2005

7. Military Pay question...

   By fiona1, April 8, 2005
   • 0 replies
   • 1.1k views
   • 
   • fiona1
   • April 8, 2005

8. Failure of ADP/ACP test in a partnership

   By Guest jkrad, April 8, 2005
   • 1 reply
   • 1.3k views
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   • WDIK
   • April 8, 2005

9. Automatic Enrollments

   By Guest cjweber57, March 31, 2005
   • 7 replies
   • 1.7k views
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   • R. Butler
   • April 8, 2005

10. Time-Sensitive "Negative Election" Question

    By Übernerd, April 8, 2005
    • 6 replies
    • 1.3k views
    • 
    • Übernerd
    • April 8, 2005

11. Controlled Group Document Issues

    By Guest Midas, April 8, 2005
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • April 8, 2005

12. 401(k) Catch-up Contributions?

    By Jilliandiz, April 8, 2005
    • 3 replies
    • 1.5k views
    • 
    • Jilliandiz
    • April 8, 2005

13. Safe Harbor Wait-and-See

    By Guest Giovanni, April 8, 2005
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • April 8, 2005

14. multiple employer 401(k) paln

    By Guest JBeck, April 7, 2005
    • 3 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • April 8, 2005

15. Notice to employees on PS Funding

    By austin3515, April 6, 2005
    • 11 replies
    • 1.5k views
    • 
    • JanetM
    • April 7, 2005

16. Testing 2 401(k) Plans

    By wmyer, April 7, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 7, 2005

17. Employer with union employees must participate in a multiemployer plan, but would like to establish a safe harbor 401(k) plan for non-union employees.

    By katieinny, April 6, 2005
    • 7 replies
    • 1.5k views
    • 
    • JanetM
    • April 7, 2005

18. ADP/ACP - Prior Year Percent Method - Plan Year Change

    By fiona1, April 7, 2005
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 7, 2005

19. Converting to a safe harbor mid plan year

    By Guest mparker2028, April 7, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 7, 2005

20. Incompetent IRS Auditor Upsets Client

    By Guest deathbycashcall, March 31, 2005
    • 13 replies
    • 3.4k views
    • 
    • Kirk Maldonado
    • April 7, 2005

21. Minor child as beneficiary?

    By Guest Michael Anderson, April 4, 2005
    • 6 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • April 7, 2005

22. Master Trust Investment Accounts

    By Guest CSTS, March 30, 2005
    • 6 replies
    • 3.2k views
    • 
    • JanetM
    • April 6, 2005

23. May an in service distribution from a safe harbor 401(k) include safe harbor contributions?

    By mariemonroe, April 6, 2005
    • 3 replies
    • 2.1k views
    • 
    • Alf
    • April 6, 2005

24. Stock contribution match- expense to the Company?

    By Guest banker, April 4, 2005
    • 4 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • April 6, 2005

25. ERISA compliance requirements for school district (public agency) 401(a) or 401(k) plans

    By Guest Gary C, April 5, 2005
    • 4 replies
    • 2.9k views
    • 
    • mbozek
    • April 6, 2005

26. ATMs

    By DTH, March 31, 2005
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • April 5, 2005

27. Application of "Plan limit" to catch ups when plan has post tax & pre tax

    By Guest RGlaser, April 5, 2005
    • 1 reply
    • 1.1k views
    • 
    • QDROphile
    • April 5, 2005

28. Top heavy minimum given to a plan with safe harbor match

    By blue, April 4, 2005
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • April 5, 2005

29. When had a "distribution" of excess contributions occurred?

    By Guest Grumpy455, March 29, 2005
    • 28 replies
    • 4.3k views
    • 
    • Guest
    • April 4, 2005

30. Disclaimer of Benefits

    By Guest TroyRiley, April 1, 2005
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • April 2, 2005

31. vesting question

    By k man, April 1, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • April 1, 2005

32. Loans vs. Hardship (or both)

    By Guest PAINPA, April 1, 2005
    • 10 replies
    • 2.4k views
    • 
    • E as in ERISA
    • April 1, 2005

33. Forced IRA Rollovers - Who will take them?

    By ljr, April 1, 2005
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • April 1, 2005

34. Testing compensation

    By jaemmons, March 31, 2005
    • 4 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 1, 2005

35. Match on Excess Contribution Recharacterized as Catch-up

    By Guest Giovanni, March 31, 2005
    • 7 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • April 1, 2005

36. ADP refunds - for $3 each

    By doombuggy, March 31, 2005
    • 3 replies
    • 1.6k views
    • 
    • doombuggy
    • April 1, 2005

37. Payment to a Guardian

    By Guest TroyRiley, April 1, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 1, 2005

38. Allowable Plan Expenses

    By Guest slrogers, March 31, 2005
    • 5 replies
    • 2.5k views
    • 
    • R. Butler
    • April 1, 2005

39. Hardship Distribution Request for Medical Expenses

    By Guest jefe96, March 29, 2005
    • 5 replies
    • 1.8k views
    • 
    • austin3515
    • April 1, 2005

40. Plan Imposed Limit

    By fiona1, March 31, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • April 1, 2005

41. Maintaining Participant Accounts

    By austin3515, March 30, 2005
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • March 31, 2005

42. Excess Deferral?

    By No Name, March 31, 2005
    • 3 replies
    • 1.2k views
    • 
    • rcline46
    • March 31, 2005

43. Severance pay included in 3% NEC safe harbor compensation?

    By Guest tlewis, March 31, 2005
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 31, 2005

44. Bankrupt client buyout and 401(k) plan

    By Guest Judy S, March 30, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 31, 2005

45. Disability Optional Forms of Distribution

    By Guest annabelle, March 29, 2005
    • 8 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • March 31, 2005

46. IRC 6621 rate for late deposits

    By Bird, March 30, 2005
    • 2 replies
    • 2.4k views
    • 
    • Bird
    • March 31, 2005

47. Automatic rollovers and fees for distribution

    By E as in ERISA, March 30, 2005
    • 3 replies
    • 1.4k views
    • 
    • austin3515
    • March 31, 2005

48. Basic Plan Design

    By Gary, March 30, 2005
    • 5 replies
    • 1.4k views
    • 
    • Tom Poje
    • March 30, 2005

49. Controlled group compensation

    By Guest jim williams, March 30, 2005
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 30, 2005

50. Matching safe harbor plans - true up at year end ?

    By Guest rffahey, March 30, 2005
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 30, 2005