401(k) Plans

19,275 topics in this forum

1. Involuntary Cash Outs-Document and practical considerations

   By Guest spanarkle, January 6, 2005
   • 5 replies
   • 2.1k views
   • 
   • MWeddell
   • January 7, 2005

2. Disclosure obligations for Employer stock alternative

   By Guest Lisha, January 5, 2005
   • 1 reply
   • 1.3k views
   • 
   • Kirk Maldonado
   • January 6, 2005

3. Safe Harbor 401k plan with 3% SHNEC

   By Guest terric, January 5, 2005
   • 6 replies
   • 2.6k views
   • 
   • austin3515
   • January 12, 2005

4. 2004 Payroll Error

   By Guest ActuaryWannabe, January 5, 2005
   • 13 replies
   • 2.7k views
   • 
   • Guest
   • January 6, 2005

5. Can Beneficiary live outside us?

   By Guest chris4013, January 5, 2005
   • 3 replies
   • 2k views
   • 
   • Appleby
   • January 5, 2005

6. Hardship request

   By Guest Achilles, January 4, 2005
   • 5 replies
   • 1.7k views
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   • WDIK
   • January 5, 2005

7. Automatic Rollovers

   By FJR, January 4, 2005
   • 11 replies
   • 4.2k views
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   • Guest
   • April 11, 2005

8. Self Employed Safe Harbor 401(k) - NEC Allocation

   By Guest Robin S. Vatalaro, January 3, 2005
   • 4 replies
   • 2.2k views
   • 
   • austin3515
   • January 4, 2005

9. Scrivener's error

   By rlb64, January 3, 2005
   • 20 replies
   • 7.4k views
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   • 401 Chaos
   • January 6, 2005

10. Primary Residence Loans

    By rlb64, January 3, 2005
    • 2 replies
    • 1.3k views
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    • rlb64
    • January 3, 2005

11. After-tax contribution limits?

    By Guest Kayla, December 30, 2004
    • 2 replies
    • 2.6k views
    • 
    • MWeddell
    • January 3, 2005

12. Newly Established Profit Sharing Plan--Need to Fund w/ $1.00?

    By Guest aciepluch, December 29, 2004
    • 16 replies
    • 3.5k views
    • 
    • Blinky the 3-eyed Fish
    • January 4, 2005

13. Hardship wdl after loan default

    By Guest cls1026, December 29, 2004
    • 1 reply
    • 1.2k views
    • 
    • FundeK
    • December 29, 2004

14. Compensation Ratio Test

    By Guest mol, December 27, 2004
    • 6 replies
    • 4k views
    • 
    • Blinky the 3-eyed Fish
    • December 28, 2004

15. Severance Pay - Retirement Plan Options?

    By Guest ctlyn, December 26, 2004
    • 2 replies
    • 4.4k views
    • 
    • mbozek
    • December 29, 2004

16. 401K -> IRA -> Roth IRA question

    By Guest sudhirao, December 25, 2004
    • 2 replies
    • 1.2k views
    • 
    • GBurns
    • December 26, 2004

17. forfeiture based on incorrect ACP test calculation

    By Guest joanh, December 24, 2004
    • 3 replies
    • 1.8k views
    • 
    • austin3515
    • December 27, 2004

18. Top Heavy plan but everyone is highly compensated

    By Guest smhjr, December 24, 2004
    • 2 replies
    • 1.2k views
    • 
    • R. Butler
    • December 24, 2004

19. Partnership

    By rlb64, December 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • rlb64
    • December 23, 2004

20. Shark Attack

    By joel, December 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • joel
    • December 23, 2004

21. Another Individual (k) Question

    By Guest EAS, December 23, 2004
    • 4 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 23, 2004

22. Indvidual (k) Question

    By Guest EAS, December 23, 2004
    • 6 replies
    • 1.6k views
    • 
    • Appleby
    • December 26, 2004

23. ADP failure/Catch-up

    By Guest TrustMe401k, December 23, 2004
    • 12 replies
    • 2.3k views
    • 
    • pmacduff
    • December 28, 2004

24. Can an EE pay in deferrals after their last check of the year has been processed?

    By Guest Ashlea, December 22, 2004
    • 8 replies
    • 1.4k views
    • 
    • Alf
    • December 23, 2004

25. catch up contributions

    By Guest joeplans, December 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 26, 2004

26. Both an Owner AND an employee - Can she do a 41k SEP + salary deferrals in the employers plan?

    By Guest erepper, December 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • jevd
    • December 22, 2004

27. Top Heavy Question- Return of all COntributions

    By Guest Kelly55, December 22, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 22, 2004

28. Safe Harbor short plan year after SARSEP

    By Guest Wierenga, December 22, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 22, 2004

29. Minimum eligibility requirements for hours based plan

    By Guest Jmiles, December 21, 2004
    • 5 replies
    • 1.7k views
    • 
    • rcline46
    • December 22, 2004

30. Help with Vesting

    By DP, December 21, 2004
    • 6 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • December 22, 2004

31. Late 401(k) Contributions

    By nancy, December 21, 2004
    • 6 replies
    • 2k views
    • 
    • Guest
    • October 19, 2005

32. Reallocated forfeitures

    By rlb64, December 21, 2004
    • 14 replies
    • 2.6k views
    • 
    • rlb64
    • December 22, 2004

33. Design-based safe harbor notice to participants

    By Lori Friedman, December 20, 2004
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • December 21, 2004

34. Real Estate...PT ?

    By K-t-F, December 20, 2004
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • December 27, 2004

35. Safe harbor notice/dating

    By pmacduff, December 20, 2004
    • 10 replies
    • 1.8k views
    • 
    • Tom Poje
    • December 21, 2004

36. Timing issues to start solo 401k for 2004...Please help

    By robbie, December 20, 2004
    • 18 replies
    • 1.9k views
    • 
    • Bird
    • December 22, 2004

37. One Person 401k - permissible investments - LLC's, LLP's, etc...

    By Guest Ducks, December 16, 2004
    • 3 replies
    • 1.8k views
    • 
    • alanm
    • December 17, 2004

38. Control Group w/ multiple investment providers

    By Guest padmin, December 16, 2004
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • December 17, 2004

39. Sep and QP in same year

    By K-t-F, December 16, 2004
    • 20 replies
    • 13.4k views
    • 
    • Earl
    • January 5, 2005

40. Acquisition and HCE determination

    By Guest cosmo1215, December 16, 2004
    • 3 replies
    • 2.3k views
    • 
    • g8r
    • December 21, 2004

41. QDRO

    By Guest cody, December 16, 2004
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • December 16, 2004

42. Prohibited Transaction?

    By Randy Watson, December 16, 2004
    • 4 replies
    • 1.2k views
    • 
    • QDROphile
    • December 16, 2004

43. Loan repayments

    By rlb64, December 16, 2004
    • 4 replies
    • 1.5k views
    • 
    • austin3515
    • December 17, 2004

44. Catch up contributions for profit sharing only plan

    By Guest revier, December 15, 2004
    • 1 reply
    • 1.5k views
    • 
    • jquazza
    • December 15, 2004

45. Plan Conversion from MP to PS to 401(k) SH

    By buckaroo, December 15, 2004
    • 2 replies
    • 1.3k views
    • 
    • chris
    • December 16, 2004

46. Affiliated Service Group

    By Guest cxs, December 15, 2004
    • 2 replies
    • 1.2k views
    • 
    • Ron Snyder
    • December 15, 2004

47. Bankruptcy Extending loan beyond 5 years

    By Guest Do, December 14, 2004
    • 7 replies
    • 1.6k views
    • 
    • jquazza
    • December 15, 2004

48. Affiliated Service Group Rules

    By Guest CSTS, December 14, 2004
    • 1 reply
    • 1.8k views
    • 
    • GBurns
    • December 14, 2004

49. Company acquisition and plan merger

    By Guest padmin, December 14, 2004
    • 3 replies
    • 1.8k views
    • 
    • JanetM
    • December 14, 2004

50. final plan year (short plan year) where the assets are distributed; amendment required?thanks!

    By Guest hog4you2, December 14, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • December 22, 2004