401(k) Plans

19,367 topics in this forum

1. Salary reduction agreement

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

2. Participant communication: nervous Nellies or not?

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

3. Catch-up

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

4. Controlled group change

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

5. 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

6. Retirement Plan Newsletters

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

7. Forfeiture of Matching Contribution associated with Refunded Deferrals

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

8. Delinquent Matching Contributions

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

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

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

10. carving out class based on tenure

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

11. Correcting Coverage Failure

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

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

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

13. Controlled Group Question

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

14. Withdrawal of Safe Harbor Notice

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

15. Client wants to exclude EE from Safe Harbor Match

    By Guest Mike Spickard, February 8, 2005
    • 3 replies
    • 1.9k views
    • 
    • MWeddell
    • May 19, 2005

16. Timing of amendment increasing deferrals

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

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

    By jkharvey, May 18, 2005
    • 8 replies
    • 2.2k views
    • 
    • actuarysmith
    • May 19, 2005

18. Deferrals Not Suspended After Hardship

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

19. Plan Document?

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

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

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

21. 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

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

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

23. Hardship withdrawals for post-secondary education

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

24. Employers Responsibility regarding 401K contributions

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

25. Common ownership

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

26. Stopping Elective Deferrals

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

27. Plan Termination - Automatic Rollover

    By Guest Midas, May 11, 2005
    • 5 replies
    • 5.1k views
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    • mbozek
    • May 12, 2005

28. resident alien eligible to sponsor US retirement plan?

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

29. ADP Failure Letter

    By No Name, May 6, 2005
    • 2 replies
    • 9.7k views
    • 
    • Harwood
    • May 11, 2005

30. Rollover (Related or Unrelated)

    By Guest jkrad, May 10, 2005
    • 1 reply
    • 2.5k views
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    • WDIK
    • May 11, 2005

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

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

32. Prefunding

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

33. SIMPLE IRA & 401(k)

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

34. Hours of Service

    By Guest jefe96, May 9, 2005
    • 2 replies
    • 1.8k views
    • 
    • JDuns
    • May 9, 2005

35. compensation

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

36. Company Stock Purchase (and 401k plan)

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

37. Change to Ineligible Class

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

38. Another question related to severance pay

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

39. Loans

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

40. Safe harbor amendment deadline

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

41. Top Heavy Allocation when changing divisions

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

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

    By Guest erisafried, May 2, 2005
    • 9 replies
    • 4k views
    • 
    • Guest
    • May 5, 2005

43. 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

44. Participants investing in employer securities.

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

45. Deferral Contribution Timing

    By Guest mb4, May 4, 2005
    • 2 replies
    • 1.4k views
    • 
    • rcline46
    • May 5, 2005

46. What is an "open" tax year ?

    By Guest hyper, May 3, 2005
    • 7 replies
    • 9.3k views
    • 
    • Guest
    • May 5, 2005

47. Multiple Emploer/Safe Harbor

    By Guest Giovanni, May 4, 2005
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • May 5, 2005

48. Catch-up Question

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

49. 945's & 1096's

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

50. Participant with loan is filing Bankruptcy

    By Guest mmc, November 8, 2004
    • 7 replies
    • 2.6k views
    • 
    • R. Butler
    • May 4, 2005