401(k) Plans

19,320 topics in this forum

1. How to Discuss Interpretation Issue with IRS?

   By Guest Chaffee, November 15, 2004
   • 7 replies
   • 1.4k views
   • 
   • Alf
   • November 17, 2004

2. Max out Safe Harbor 401(k) Profit Sharing Plan for 2005

   By Guest tgraham, November 17, 2004
   • 1 reply
   • 1.1k views
   • 
   • Bird
   • November 17, 2004

3. Safe Harbor 401(k) and After Tax $

   By Guest hyper, November 16, 2004
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • November 16, 2004

4. ineligible employee deferring

   By Guest quinn the car fixer, November 15, 2004
   • 2 replies
   • 1.1k views
   • 
   • Archimage
   • November 15, 2004

5. Paying expenses from the Plan for daily valuation recordkeeper search

   By Guest DeePA, November 9, 2004
   • 4 replies
   • 1.7k views
   • 
   • Brian Gallagher
   • November 15, 2004

6. Terminating a one person 401-k

   By Guest Bob Monte, November 9, 2004
   • 16 replies
   • 4.1k views
   • 
   • Bird
   • November 13, 2004

7. Eligibility for deferrals and safe harbor match - brain freeze & need a hand

   By Guest Ducks, November 12, 2004
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • November 12, 2004

8. "Changing" companies, opportunity to move 401K to IRA?

   By Guest Carl C, November 11, 2004
   • 5 replies
   • 1.8k views
   • 
   • david rigby
   • November 12, 2004

9. Automatic Rollover Regulations

   By Randy Watson, November 8, 2004
   • 3 replies
   • 1.7k views
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   • Guest
   • November 11, 2004

10. MPP/PS Old Style Combo

    By Guest PAINPA, November 10, 2004
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 11, 2004

11. non-elective safe harbor contribution

    By thepensionmaven, November 10, 2004
    • 2 replies
    • 1.2k views
    • 
    • Bird
    • November 11, 2004

12. Successor 401(k) Plan

    By mschwechter, November 10, 2004
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • November 10, 2004

13. USERRA: Compensation used to determine HCE status

    By Guest IU1994, November 10, 2004
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 10, 2004

14. Top Heavy Aggregation

    By KJohnson, November 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • November 10, 2004

15. 415 limit for limitation year that is not a calendar year

    By Guest terryh123, November 9, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 9, 2004

16. SCP - Past 2 year period. What now?

    By fiona1, November 9, 2004
    • 6 replies
    • 1.7k views
    • 
    • mbozek
    • November 9, 2004

17. Husband and Wife work together, Hub receives 1099... Cont Calc?

    By K-t-F, November 9, 2004
    • 7 replies
    • 4.1k views
    • 
    • K-t-F
    • November 9, 2004

18. HCE Limits - 205,000 versus 12,300

    By Guest LisaI, November 9, 2004
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • November 9, 2004

19. SH Notice Delivery

    By austin3515, November 9, 2004
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • November 9, 2004

20. Safe harbor match started mid-year.

    By Guest revier, November 9, 2004
    • 0 replies
    • 960 views
    • 
    • Guest
    • November 9, 2004

21. Semi-annual entry allows exclusion of 1 year employee?

    By Guest Commuter Rex, November 5, 2004
    • 7 replies
    • 2.1k views
    • 
    • Bird
    • November 6, 2004

22. Safe Harbor Match

    By FJR, November 5, 2004
    • 1 reply
    • 1.1k views
    • 
    • Tinman
    • November 5, 2004

23. Contributions to money purchase and profit sharing plans

    By Guest Theresa, November 23, 1999
    • 10 replies
    • 1.9k views
    • 
    • jquazza
    • November 5, 2004

24. I have a client who is trying to clean up their plan and force out any ex-employees balances to save administration costs.

    By Guest Why, November 5, 2004
    • 4 replies
    • 1.3k views
    • 
    • mbozek
    • November 5, 2004

25. I have a client who utilizes top paid group election for HCE determination.

    By Guest Why, November 2, 2004
    • 12 replies
    • 3k views
    • 
    • Alf
    • November 5, 2004

26. Self-employed one-person 401(k)

    By Guest Judy S, November 4, 2004
    • 4 replies
    • 1.3k views
    • 
    • mbozek
    • November 4, 2004

27. Repayment of Loan Upon Termination

    By Guest MicheleCaldwell, November 4, 2004
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • November 4, 2004

28. Automatic Rollovers

    By Gruegen, October 18, 2004
    • 13 replies
    • 3.3k views
    • 
    • g8r
    • November 4, 2004

29. 401(k) Loan balances in Plan termination

    By Guest tgraham, November 2, 2004
    • 8 replies
    • 4k views
    • 
    • QDROphile
    • November 4, 2004

30. Doctors' Wives & 401k

    By DP, November 2, 2004
    • 8 replies
    • 1.7k views
    • 
    • DP
    • November 3, 2004

31. 401K for Dummies - How much can I put in?

    By Guest fsutaylor31, October 27, 2004
    • 2 replies
    • 4k views
    • 
    • Guest
    • November 3, 2004

32. Charging Distribution Fee to the participant

    By ErisaGeek, November 2, 2004
    • 2 replies
    • 1.2k views
    • 
    • ErisaGeek
    • November 2, 2004

33. 401(a)9 - Required Minimum Distribution for 5% Business Owner

    By Guest sbrownlow, October 29, 2004
    • 15 replies
    • 4.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2004

34. Confusion over matching contributions on payroll basis.

    By Guest IanHanson, November 1, 2004
    • 4 replies
    • 1.9k views
    • 
    • Archimage
    • November 2, 2004

35. Late Deferrals and VFCP/Form 5330

    By J. Bringhurst, October 27, 2004
    • 6 replies
    • 3k views
    • 
    • J. Bringhurst
    • November 1, 2004

36. Loan default in Safe Harbor Source

    By Guest EPC, October 29, 2004
    • 1 reply
    • 1.4k views
    • 
    • FundeK
    • November 1, 2004

37. Controll group, average benefit test, and ADP test

    By Guest cxs, November 1, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • November 1, 2004

38. 401(k) Plan Loans -- Exclude ER securities

    By Guest justbe, November 1, 2004
    • 1 reply
    • 1.2k views
    • 
    • Brian Gallagher
    • November 1, 2004

39. Partnership and Definition of Compensation

    By sloble@crowleyfleck.com, October 26, 2004
    • 5 replies
    • 2k views
    • 
    • jquazza
    • October 29, 2004

40. DOL Litigation on Late Deposits

    By Archimage, October 29, 2004
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • October 29, 2004

41. safe harbor plan in controlled group

    By Guest LoloV, October 18, 2004
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • October 29, 2004

42. Discontinuing a non-elective safe harbor contribution

    By Guest Sponias, October 28, 2004
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • October 29, 2004

43. Primary Residence Loans

    By Guest Julie, October 28, 2004
    • 1 reply
    • 2.5k views
    • 
    • Harwood
    • October 29, 2004

44. Matching employee after-tax contributions in a Safe Harbor plan

    By Guest koolkidd, October 28, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 28, 2004

45. Fiscal year 401K for LLC

    By Guest TOM HANCOCK, October 28, 2004
    • 4 replies
    • 1.5k views
    • 
    • R. Butler
    • October 28, 2004

46. Can't afford Safe Harbor Contributions?

    By Jilliandiz, October 22, 2004
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • October 28, 2004

47. Distribution Overpayment & help finding court cases.

    By FundeK, October 27, 2004
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • October 27, 2004

48. Correcting an excess contribution for a participant

    By Guest Judy S, October 25, 2004
    • 7 replies
    • 2.8k views
    • 
    • Belgarath
    • October 27, 2004

49. New Plan or Restatement?

    By Guest steve55, October 26, 2004
    • 11 replies
    • 2.9k views
    • 
    • Guest
    • October 27, 2004

50. Weird issue with fund group

    By stevena, October 26, 2004
    • 4 replies
    • 1.4k views
    • 
    • stevena
    • October 27, 2004