401(k) Plans

19,389 topics in this forum

1. ADP Failure Letter

   By No Name, May 6, 2005
   • 2 replies
   • 9.8k views
   • 
   • Harwood
   • May 11, 2005

2. Rollover (Related or Unrelated)

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

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

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

4. Prefunding

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

5. SIMPLE IRA & 401(k)

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

6. Hours of Service

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

7. compensation

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

8. Company Stock Purchase (and 401k plan)

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

9. Change to Ineligible Class

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

10. Another question related to severance pay

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

11. Loans

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

12. Safe harbor amendment deadline

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

13. Top Heavy Allocation when changing divisions

    By Dan, April 28, 2005
    • 5 replies
    • 1.5k views
    • 
    • jaemmons
    • May 5, 2005

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

    By Guest erisafried, May 2, 2005
    • 9 replies
    • 4.1k views
    • 
    • Guest
    • May 5, 2005

15. 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

16. Participants investing in employer securities.

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

17. Deferral Contribution Timing

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

18. What is an "open" tax year ?

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

19. Multiple Emploer/Safe Harbor

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

20. Catch-up Question

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

21. 945's & 1096's

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

22. Participant with loan is filing Bankruptcy

    By Guest mmc, November 8, 2004
    • 7 replies
    • 2.7k views
    • 
    • R. Butler
    • May 4, 2005

23. Catch-Up Contributions & 415 limit

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

24. Bottom Up QNEC question

    By fiona1, April 28, 2005
    • 9 replies
    • 2.8k views
    • 
    • Blinky the 3-eyed Fish
    • May 3, 2005

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

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

26. Beneficiary on a Life Policy

    By Guest MrT, April 27, 2005
    • 11 replies
    • 3.2k views
    • 
    • mbozek
    • April 29, 2005

27. Negative Election/Automatic EnrollmentTime Sensitive Question

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

28. C3 exam

    By Guest alabama, April 22, 2005
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • April 29, 2005

29. Life Insurance Policy in 401(k) Plan

    By Guest michelle02, April 25, 2005
    • 3 replies
    • 2.4k views
    • 
    • mschwechter
    • April 28, 2005

30. Loan in excess of 50%

    By Guest rgorman, April 27, 2005
    • 3 replies
    • 1.6k views
    • 
    • WDIK
    • April 28, 2005

31. 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
    • 1.3k views
    • 
    • JDuns
    • April 28, 2005

32. Redemption Fees

    By Guest cgodfrey, April 27, 2005
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • April 28, 2005

33. FIdelity Bonding Coverage

    By stevena, January 14, 2004
    • 9 replies
    • 4.4k views
    • 
    • Guest
    • April 28, 2005

34. Compensation

    By Guest mk2308, April 26, 2005
    • 10 replies
    • 1.8k views
    • 
    • Guest
    • April 27, 2005

35. 401(k) Plan w/ LLC with negative K1

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

36. targeted vesting

    By Guest moltengater, April 26, 2005
    • 4 replies
    • 1.3k views
    • 
    • MWeddell
    • April 27, 2005

37. Stock Options and Ownership Attribution

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

38. Passive (Automatic) Enrollment

    By k man, April 11, 2005
    • 1 reply
    • 1.2k views
    • 
    • k man
    • April 26, 2005

39. Missing assets found plan termed 2 years ago

    By Guest padmin, April 23, 2005
    • 7 replies
    • 1.5k views
    • 
    • mbozek
    • April 26, 2005

40. 3% Non-Elective Contribution

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

41. Defaulted wrong loan amount

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

42. Taking 401(k) distribution for home purchase

    By Guest rpetrk, April 19, 2005
    • 7 replies
    • 1.7k views
    • 
    • R. Butler
    • April 25, 2005

43. Age 55 exception - Termination Date or Distribution Date?

    By Guest Michael Anderson, April 22, 2005
    • 9 replies
    • 6.3k views
    • 
    • mbozek
    • April 25, 2005

44. New Determination Letter Program

    By Guest kjk, April 24, 2005
    • 0 replies
    • 1k views
    • 
    • Guest
    • April 24, 2005

45. Failed ADP, Leveling and Catch-ups (Oh My!)

    By No Name, April 21, 2005
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • April 22, 2005

46. We have a plan that is going to allow participants to rollover their loans from their previous employer into this plan. What documentation needs to be done?

    By Guest mmc, April 20, 2005
    • 6 replies
    • 1.7k views
    • 
    • RCK
    • April 21, 2005

47. crediting past years from predecessor employer

    By Bri, April 21, 2005
    • 0 replies
    • 1.1k views
    • 
    • Bri
    • April 21, 2005

48. Borrow from a 401k to pay credit debt?

    By Guest telarsen, April 16, 2005
    • 24 replies
    • 5.1k views
    • 
    • austin3515
    • April 21, 2005

49. Excludable Employees

    By Guest Midas, April 20, 2005
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • April 20, 2005

50. Automatic Rollover for new plans

    By Guest Midas, April 20, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 20, 2005