401(k) Plans

19,490 topics in this forum

1. Silly Question

   By Randy Watson, June 15, 2005
   • 6 replies
   • 1.9k views
   • 
   • mbozek
   • June 27, 2005

2. Charging Fees to participants in an "abandoned plan"

   By Guest vqualplan, June 24, 2005
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • June 25, 2005

3. 401(k) & Match are not deducted from 2nd paycheck. What are the consequences to the plan?

   By Guest mecboo, June 24, 2005
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • June 24, 2005

4. RMD for an owner

   By Guest Elfman, June 8, 2005
   • 3 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • June 24, 2005

5. Safe Harbor Deadline?

   By Guest W. Blake, June 24, 2005
   • 1 reply
   • 3.1k views
   • 
   • WDIK
   • June 24, 2005

6. May Job switchers get Multiple Limits?

   By Guest JurisPrude, June 22, 2005
   • 8 replies
   • 1.9k views
   • 
   • Blinky the 3-eyed Fish
   • June 24, 2005

7. safe harbor 401k and union employees

   By Santo Gold, June 22, 2005
   • 3 replies
   • 3.3k views
   • 
   • MWeddell
   • June 24, 2005

8. Application of the transition rule?

   By Guest MikeD, June 24, 2005
   • 1 reply
   • 1.3k views
   • 
   • Belgarath
   • June 24, 2005

9. Safe Harbor Plan Terminating

   By Jilliandiz, June 23, 2005
   • 7 replies
   • 1.5k views
   • 
   • R. Butler
   • June 23, 2005

10. Eligibility

    By Guest jetfaninmn, June 22, 2005
    • 2 replies
    • 1.3k views
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    • WDIK
    • June 22, 2005

11. Amending a Prototype for Automatic Rollover Provisions

    By Guest PB&J, June 21, 2005
    • 1 reply
    • 1.4k views
    • 
    • WDIK
    • June 22, 2005

12. Coverage testing

    By Guest yogibala_008, June 21, 2005
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 21, 2005

13. A Control Group and the 5500

    By Guest jetfaninmn, June 20, 2005
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • June 21, 2005

14. 401K money to a 403b Plan?

    By Guest Chri P, June 18, 2005
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • June 20, 2005

15. match forfeitures

    By Guest mk2308, March 9, 2005
    • 4 replies
    • 1.5k views
    • 
    • MWeddell
    • June 20, 2005

16. tiered match

    By Guest greggi39, June 17, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 17, 2005

17. Would anyone be willing to share with me how you handle SH notices for new clients as well as established clients?

    By jkharvey, June 17, 2005
    • 2 replies
    • 1.3k views
    • 
    • Bird
    • June 17, 2005

18. Another SH Question. Has anyone had a 401k SH Plan audited by IRS and had the Auditor ask to see the SH Notice?

    By jkharvey, June 17, 2005
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • June 17, 2005

19. Timing of amendment to swith ADP/ACP testing method

    By Guest moltengater, June 15, 2005
    • 4 replies
    • 2.3k views
    • 
    • ak2ary
    • June 17, 2005

20. Plan Termination and later discover remain assets - what options?

    By Guest W. Blake, June 15, 2005
    • 2 replies
    • 1.4k views
    • 
    • Ron Snyder
    • June 17, 2005

21. Targeted QNECs

    By Guest philc, June 15, 2005
    • 6 replies
    • 2.9k views
    • 
    • E as in ERISA
    • June 16, 2005

22. Distributions - Plan Termination

    By Guest h_nowicki, June 16, 2005
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • June 16, 2005

23. Distribution Fees

    By Guest Midas, June 9, 2005
    • 6 replies
    • 2.9k views
    • 
    • david rigby
    • June 16, 2005

24. Compensation for plan purposes

    By pmacduff, June 15, 2005
    • 3 replies
    • 1.5k views
    • 
    • WDIK
    • June 16, 2005

25. QMAC CONTRIBUTIONS

    By blue, June 16, 2005
    • 0 replies
    • 2.6k views
    • 
    • blue
    • June 16, 2005

26. can a 401k distribution be rolled over to an account in England?

    By Guest TeriWB, June 13, 2005
    • 7 replies
    • 3.6k views
    • 
    • Guest
    • June 16, 2005

27. Tax withholding on 2nd distribution

    By Guest Giovanni, June 14, 2005
    • 4 replies
    • 1.6k views
    • 
    • JanetM
    • June 15, 2005

28. Schedule C SEP and 100% owner of sponsor of 401k plan

    By Guest johnpetrancosta, June 14, 2005
    • 9 replies
    • 2.4k views
    • 
    • Lame Duck
    • June 14, 2005

29. Safe Harbor and Otherwise Excludable Testing

    By Guest kish, June 13, 2005
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • June 14, 2005

30. Schedule SSA

    By austin3515, June 13, 2005
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • June 13, 2005

31. safe harbor 401k with almost no eligibility requirements

    By Santo Gold, June 13, 2005
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • June 13, 2005

32. Is spousal consent needed?

    By Guest JBeck, June 9, 2005
    • 1 reply
    • 1.8k views
    • 
    • rlb64
    • June 13, 2005

33. Does universal availability apply to Roth 401(k) options?

    By Guest darkdarcy, June 9, 2005
    • 1 reply
    • 2k views
    • 
    • g8r
    • June 11, 2005

34. Minimum Top Heavy allocation

    By Guest h_nowicki, June 9, 2005
    • 5 replies
    • 2.1k views
    • 
    • actuarysmith
    • June 11, 2005

35. SIMPLE and 401(k)

    By Randy Watson, June 10, 2005
    • 1 reply
    • 1.3k views
    • 
    • actuarysmith
    • June 11, 2005

36. Can ADP/ACP Testing Methods be Different?

    By Guest PB&J, June 10, 2005
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • June 10, 2005

37. Requirements re opportunities to revoke a deferral election

    By Guest cstrong, June 9, 2005
    • 2 replies
    • 1.5k views
    • 
    • wmyer
    • June 10, 2005

38. Plan Termination

    By Jilliandiz, June 9, 2005
    • 1 reply
    • 1.7k views
    • 
    • wmyer
    • June 10, 2005

39. Extra Loan Payments

    By Guest RMPension, June 9, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 9, 2005

40. Fees from investment company

    By Jilliandiz, June 9, 2005
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • June 9, 2005

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

    By Guest LStein, June 8, 2005
    • 7 replies
    • 2k views
    • 
    • R. Butler
    • June 9, 2005

42. Qualified Termination Administrtors (QTA)

    By Guest Midas, June 2, 2005
    • 8 replies
    • 3.8k views
    • 
    • AndyH
    • June 8, 2005

43. Qualified plan expenses

    By Guest poberlander, June 8, 2005
    • 1 reply
    • 1.5k views
    • 
    • david rigby
    • June 8, 2005

44. Can a company from US Territories adopt a plan from here?

    By Rai401k, June 8, 2005
    • 0 replies
    • 1.5k views
    • 
    • Rai401k
    • June 8, 2005

45. $205,000 Compensation Limit

    By Guest dmcmanus, June 8, 2005
    • 2 replies
    • 1.8k views
    • 
    • E as in ERISA
    • June 8, 2005

46. 404 vs 415

    By Guest erepper, June 8, 2005
    • 8 replies
    • 1.9k views
    • 
    • Archimage
    • June 8, 2005

47. Profit Sharing Plan with NO deferral Option

    By Guest willow, May 26, 2005
    • 12 replies
    • 2.4k views
    • 
    • Belgarath
    • June 8, 2005

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

    By katieinny, June 2, 2005
    • 9 replies
    • 2.3k views
    • 
    • QDROphile
    • June 8, 2005

49. Life Insurance Policies in DB Plans

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

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

    By Guest student79, June 7, 2005
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 7, 2005