401(k) Plans

19,413 topics in this forum

1. Safe Harbor Wait-and-See

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

2. multiple employer 401(k) paln

   By Guest JBeck, April 7, 2005
   • 3 replies
   • 1.3k views
   • 
   • Kirk Maldonado
   • April 8, 2005

3. Notice to employees on PS Funding

   By austin3515, April 6, 2005
   • 11 replies
   • 1.6k views
   • 
   • JanetM
   • April 7, 2005

4. Testing 2 401(k) Plans

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

5. 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

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

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

7. Converting to a safe harbor mid plan year

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

8. Incompetent IRS Auditor Upsets Client

   By Guest deathbycashcall, March 31, 2005
   • 13 replies
   • 3.5k views
   • 
   • Kirk Maldonado
   • April 7, 2005

9. Minor child as beneficiary?

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

10. Master Trust Investment Accounts

    By Guest CSTS, March 30, 2005
    • 6 replies
    • 3.3k views
    • 
    • JanetM
    • April 6, 2005

11. 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

12. Stock contribution match- expense to the Company?

    By Guest banker, April 4, 2005
    • 4 replies
    • 2k views
    • 
    • Kirk Maldonado
    • April 6, 2005

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

    By Guest Gary C, April 5, 2005
    • 4 replies
    • 3k views
    • 
    • mbozek
    • April 6, 2005

14. ATMs

    By DTH, March 31, 2005
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • April 5, 2005

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

    By Guest RGlaser, April 5, 2005
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • April 5, 2005

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

    By blue, April 4, 2005
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • April 5, 2005

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

    By Guest Grumpy455, March 29, 2005
    • 28 replies
    • 4.5k views
    • 
    • Guest
    • April 4, 2005

18. Disclaimer of Benefits

    By Guest TroyRiley, April 1, 2005
    • 2 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • April 2, 2005

19. vesting question

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

20. Loans vs. Hardship (or both)

    By Guest PAINPA, April 1, 2005
    • 10 replies
    • 2.5k views
    • 
    • E as in ERISA
    • April 1, 2005

21. Forced IRA Rollovers - Who will take them?

    By ljr, April 1, 2005
    • 6 replies
    • 2k views
    • 
    • Guest
    • April 1, 2005

22. Testing compensation

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

23. Match on Excess Contribution Recharacterized as Catch-up

    By Guest Giovanni, March 31, 2005
    • 7 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • April 1, 2005

24. ADP refunds - for $3 each

    By doombuggy, March 31, 2005
    • 3 replies
    • 1.7k views
    • 
    • doombuggy
    • April 1, 2005

25. Payment to a Guardian

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

26. Allowable Plan Expenses

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

27. Hardship Distribution Request for Medical Expenses

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

28. Plan Imposed Limit

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

29. Maintaining Participant Accounts

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

30. Excess Deferral?

    By No Name, March 31, 2005
    • 3 replies
    • 1.3k views
    • 
    • rcline46
    • March 31, 2005

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

    By Guest tlewis, March 31, 2005
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 31, 2005

32. Bankrupt client buyout and 401(k) plan

    By Guest Judy S, March 30, 2005
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 31, 2005

33. Disability Optional Forms of Distribution

    By Guest annabelle, March 29, 2005
    • 8 replies
    • 1.5k views
    • 
    • Kirk Maldonado
    • March 31, 2005

34. IRC 6621 rate for late deposits

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

35. Automatic rollovers and fees for distribution

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

36. Basic Plan Design

    By Gary, March 30, 2005
    • 5 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 30, 2005

37. Controlled group compensation

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

38. 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

39. Young investor seeking advice

    By Guest younginvestor, March 29, 2005
    • 4 replies
    • 1.1k views
    • 
    • david rigby
    • March 30, 2005

40. Top Heavy - 3% Safe Harbor & Profit Sharing

    By Guest jkrad, March 30, 2005
    • 1 reply
    • 1.3k views
    • 
    • wmyer
    • March 30, 2005

41. Automatic Rollover - can the Plan Document say that Accrued Benefits less than $5K "may" be paid out, does it have to be "will" be paid out?

    By Guest steeletheone, March 29, 2005
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • March 30, 2005

42. Timing of Refunds of Excess Contributions

    By Guest k_bo, March 29, 2005
    • 7 replies
    • 1.5k views
    • 
    • QDROphile
    • March 29, 2005

43. When to issue a SMM

    By Guest Bud, March 24, 2005
    • 9 replies
    • 3.3k views
    • 
    • E as in ERISA
    • March 29, 2005

44. Tax Reporting - Hardship

    By wmyer, March 29, 2005
    • 0 replies
    • 1.1k views
    • 
    • wmyer
    • March 29, 2005

45. What is the deadline for employer to make matching contribution to the plan

    By k man, March 28, 2005
    • 8 replies
    • 1.7k views
    • 
    • Lori Friedman
    • March 28, 2005

46. For new 404(c) plan, how do we get info to participants

    By Guest neoplanner, March 21, 2005
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • March 28, 2005

47. ADP/ACP Prior Year Testing

    By Archimage, March 23, 2005
    • 13 replies
    • 2.7k views
    • 
    • Archimage
    • March 28, 2005

48. Roth 401(k) Safe Harbor

    By Guest koolkidd, March 22, 2005
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 28, 2005

49. Automatic Rollovers and Fidelity

    By Effen, March 23, 2005
    • 9 replies
    • 3k views
    • 
    • Guest
    • March 25, 2005

50. Compensation defined in a SPD

    By Guest rustymonty, March 23, 2005
    • 8 replies
    • 2.3k views
    • 
    • WDIK
    • March 25, 2005