401(k) Plans

19,451 topics in this forum

1. 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

2. ATMs

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

3. 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
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   • QDROphile
   • April 5, 2005

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

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

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

   By Guest Grumpy455, March 29, 2005
   • 28 replies
   • 4.6k views
   • 
   • Guest
   • April 4, 2005

6. Disclaimer of Benefits

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

7. vesting question

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

8. Loans vs. Hardship (or both)

   By Guest PAINPA, April 1, 2005
   • 10 replies
   • 2.6k views
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   • E as in ERISA
   • April 1, 2005

9. Forced IRA Rollovers - Who will take them?

   By ljr, April 1, 2005
   • 6 replies
   • 2.1k views
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   • Guest
   • April 1, 2005

10. Testing compensation

    By jaemmons, March 31, 2005
    • 4 replies
    • 2.4k views
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    • Blinky the 3-eyed Fish
    • April 1, 2005

11. Match on Excess Contribution Recharacterized as Catch-up

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

12. ADP refunds - for $3 each

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

13. Payment to a Guardian

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

14. Allowable Plan Expenses

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

15. Hardship Distribution Request for Medical Expenses

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

16. Plan Imposed Limit

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

17. Maintaining Participant Accounts

    By austin3515, March 30, 2005
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • March 31, 2005

18. Excess Deferral?

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

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

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

20. Bankrupt client buyout and 401(k) plan

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

21. Disability Optional Forms of Distribution

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

22. IRC 6621 rate for late deposits

    By Bird, March 30, 2005
    • 2 replies
    • 2.5k views
    • 
    • Bird
    • March 31, 2005

23. Automatic rollovers and fees for distribution

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

24. Basic Plan Design

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

25. Controlled group compensation

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

26. 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

27. Young investor seeking advice

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

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

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

29. 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

30. Timing of Refunds of Excess Contributions

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

31. When to issue a SMM

    By Guest Bud, March 24, 2005
    • 9 replies
    • 3.4k views
    • 
    • E as in ERISA
    • March 29, 2005

32. Tax Reporting - Hardship

    By wmyer, March 29, 2005
    • 0 replies
    • 1.2k views
    • 
    • wmyer
    • March 29, 2005

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

    By k man, March 28, 2005
    • 8 replies
    • 1.8k views
    • 
    • Lori Friedman
    • March 28, 2005

34. 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

35. ADP/ACP Prior Year Testing

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

36. Roth 401(k) Safe Harbor

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

37. Automatic Rollovers and Fidelity

    By Effen, March 23, 2005
    • 9 replies
    • 3.3k views
    • 
    • Guest
    • March 25, 2005

38. Compensation defined in a SPD

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

39. Is it possible to defer the maximum 402(g) limit twice if you work for two separate employers?

    By Guest RMPension, March 24, 2005
    • 4 replies
    • 1.5k views
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    • K-t-F
    • March 25, 2005

40. Safe Harbor Plan and Merger

    By Guest PatF, March 22, 2005
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • March 25, 2005

41. Changing the match formula in mid-year

    By Santo Gold, March 23, 2005
    • 8 replies
    • 8.3k views
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    • Kirk Maldonado
    • March 25, 2005

42. Attributable to match forfeitures due to failed ADP test

    By Guest 401kadmin, March 23, 2005
    • 3 replies
    • 5.8k views
    • 
    • Guest
    • March 24, 2005

43. ROTH IRA, Help

    By Guest newinvestor, March 22, 2005
    • 2 replies
    • 1.3k views
    • 
    • Effen
    • March 24, 2005

44. 10% excise tax on failed adp/acp test

    By Guest jkrad, March 22, 2005
    • 2 replies
    • 2.1k views
    • 
    • K-t-F
    • March 23, 2005

45. Plan limit for HCE

    By blue, March 22, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 22, 2005

46. Plan ammended to Safe Harbor; can older, non-vested contributions be vested 100%, retroactively?

    By Guest hodag, March 22, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 22, 2005

47. Compensation ratio test?

    By Guest welcomehome, February 18, 2005
    • 10 replies
    • 10.1k views
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    • Tom Poje
    • March 22, 2005

48. 401(k) participant enrollment software

    By Guest mmc, March 21, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 21, 2005

49. 401k Inservice Withdtrawal

    By Guest gaglitm, March 21, 2005
    • 7 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 21, 2005

50. Top Heavy & HCE

    By Guest jkrad, March 16, 2005
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • March 21, 2005