401(k) Plans

19,526 topics in this forum

1. match forfeitures

   By Guest mk2308, March 9, 2005
   • 4 replies
   • 1.6k views
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   • MWeddell
   • June 20, 2005

2. tiered match

   By Guest greggi39, June 17, 2005
   • 0 replies
   • 1.7k views
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   • Guest
   • June 17, 2005

3. 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
   • 1.4k views
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   • Bird
   • June 17, 2005

4. 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
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   • Bird
   • June 17, 2005

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

   By Guest moltengater, June 15, 2005
   • 4 replies
   • 2.5k views
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   • ak2ary
   • June 17, 2005

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

   By Guest W. Blake, June 15, 2005
   • 2 replies
   • 1.6k views
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   • Ron Snyder
   • June 17, 2005

7. Targeted QNECs

   By Guest philc, June 15, 2005
   • 6 replies
   • 3.1k views
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   • E as in ERISA
   • June 16, 2005

8. Distributions - Plan Termination

   By Guest h_nowicki, June 16, 2005
   • 3 replies
   • 1.7k views
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   • E as in ERISA
   • June 16, 2005

9. Distribution Fees

   By Guest Midas, June 9, 2005
   • 6 replies
   • 3k views
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   • david rigby
   • June 16, 2005

10. Compensation for plan purposes

    By pmacduff, June 15, 2005
    • 3 replies
    • 1.7k views
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    • WDIK
    • June 16, 2005

11. QMAC CONTRIBUTIONS

    By blue, June 16, 2005
    • 0 replies
    • 2.7k views
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    • blue
    • June 16, 2005

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

    By Guest TeriWB, June 13, 2005
    • 7 replies
    • 3.8k views
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    • Guest
    • June 16, 2005

13. Tax withholding on 2nd distribution

    By Guest Giovanni, June 14, 2005
    • 4 replies
    • 1.8k views
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    • JanetM
    • June 15, 2005

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

    By Guest johnpetrancosta, June 14, 2005
    • 9 replies
    • 2.5k views
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    • Lame Duck
    • June 14, 2005

15. Safe Harbor and Otherwise Excludable Testing

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

16. Schedule SSA

    By austin3515, June 13, 2005
    • 2 replies
    • 1.7k views
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    • austin3515
    • June 13, 2005

17. safe harbor 401k with almost no eligibility requirements

    By Santo Gold, June 13, 2005
    • 3 replies
    • 1.8k views
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    • Tom Poje
    • June 13, 2005

18. Is spousal consent needed?

    By Guest JBeck, June 9, 2005
    • 1 reply
    • 2k views
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    • rlb64
    • June 13, 2005

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

    By Guest darkdarcy, June 9, 2005
    • 1 reply
    • 2.2k views
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    • g8r
    • June 11, 2005

20. Minimum Top Heavy allocation

    By Guest h_nowicki, June 9, 2005
    • 5 replies
    • 2.3k views
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    • actuarysmith
    • June 11, 2005

21. SIMPLE and 401(k)

    By Randy Watson, June 10, 2005
    • 1 reply
    • 1.4k views
    • 
    • actuarysmith
    • June 11, 2005

22. Can ADP/ACP Testing Methods be Different?

    By Guest PB&J, June 10, 2005
    • 1 reply
    • 1.4k views
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    • Tom Poje
    • June 10, 2005

23. Requirements re opportunities to revoke a deferral election

    By Guest cstrong, June 9, 2005
    • 2 replies
    • 1.6k views
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    • wmyer
    • June 10, 2005

24. Plan Termination

    By Jilliandiz, June 9, 2005
    • 1 reply
    • 1.8k views
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    • wmyer
    • June 10, 2005

25. Extra Loan Payments

    By Guest RMPension, June 9, 2005
    • 0 replies
    • 1.6k views
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    • Guest
    • June 9, 2005

26. Fees from investment company

    By Jilliandiz, June 9, 2005
    • 1 reply
    • 1.5k views
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    • Bird
    • June 9, 2005

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

    By Guest LStein, June 8, 2005
    • 7 replies
    • 2.1k views
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    • R. Butler
    • June 9, 2005

28. Qualified Termination Administrtors (QTA)

    By Guest Midas, June 2, 2005
    • 8 replies
    • 4.1k views
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    • AndyH
    • June 8, 2005

29. Qualified plan expenses

    By Guest poberlander, June 8, 2005
    • 1 reply
    • 1.6k views
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    • david rigby
    • June 8, 2005

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

    By Rai401k, June 8, 2005
    • 0 replies
    • 1.6k views
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    • Rai401k
    • June 8, 2005

31. $205,000 Compensation Limit

    By Guest dmcmanus, June 8, 2005
    • 2 replies
    • 1.9k views
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    • E as in ERISA
    • June 8, 2005

32. 404 vs 415

    By Guest erepper, June 8, 2005
    • 8 replies
    • 2k views
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    • Archimage
    • June 8, 2005

33. Profit Sharing Plan with NO deferral Option

    By Guest willow, May 26, 2005
    • 12 replies
    • 2.8k views
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    • Belgarath
    • June 8, 2005

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

    By katieinny, June 2, 2005
    • 9 replies
    • 2.4k views
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    • QDROphile
    • June 8, 2005

35. Life Insurance Policies in DB Plans

    By Guest JTS1675, June 7, 2005
    • 2 replies
    • 1.5k views
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    • Belgarath
    • June 7, 2005

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

    By Guest student79, June 7, 2005
    • 0 replies
    • 1.4k views
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    • Guest
    • June 7, 2005

37. Supplemental Pay for Military Reservists under the new 415 Regulations

    By Guest ToddieBear, June 6, 2005
    • 0 replies
    • 1.2k views
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    • Guest
    • June 6, 2005

38. Authority on spinoff company's responsibility for parent company's plan qualification violations

    By Guest Oscar2, June 3, 2005
    • 0 replies
    • 1.3k views
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    • Guest
    • June 3, 2005

39. In-service distribution to IRA

    By goldtpa, June 3, 2005
    • 0 replies
    • 1.4k views
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    • goldtpa
    • June 3, 2005

40. Hardship distributions/Loans

    By Guest chris4013, June 3, 2005
    • 2 replies
    • 1.6k views
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    • Archimage
    • June 3, 2005

41. Simple Plans

    By Jilliandiz, May 24, 2005
    • 6 replies
    • 2k views
    • 
    • Guest
    • June 3, 2005

42. Exclusive Benefit Rule

    By Guest TroyRiley, June 2, 2005
    • 2 replies
    • 2.2k views
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    • WDIK
    • June 3, 2005

43. 415 apply to double 401k deferrals?

    By Guest rickw, June 3, 2005
    • 1 reply
    • 1.5k views
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    • MWeddell
    • June 3, 2005

44. Participant in two plans

    By Guest jetfaninmn, June 2, 2005
    • 1 reply
    • 1.4k views
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    • wmyer
    • June 3, 2005

45. Distribution Code for deferrals before eligible....

    By Guest jusducki, May 31, 2005
    • 1 reply
    • 1.4k views
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    • WDIK
    • June 2, 2005

46. operational checklists

    By PensionNewbee, May 27, 2005
    • 3 replies
    • 1.9k views
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    • PensionNewbee
    • June 2, 2005

47. Following spouse's disclaimer are deceased participant's parents who received distribution under terms of plan treated as designated beneficiaries under i.401(a)(9)-4

    By Guest Edward McElroy, June 1, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 1, 2005

48. Forced distributions

    By Guest jetfaninmn, June 1, 2005
    • 2 replies
    • 1.9k views
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    • Belgarath
    • June 1, 2005

49. Recordkeeper collecting asset based fees.

    By SRP, May 27, 2005
    • 2 replies
    • 1.8k views
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    • david rigby
    • June 1, 2005

50. Post year-end contributions...when good employer contributions go bad

    By Lori Friedman, May 10, 2005
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • June 1, 2005