401(k) Plans

19,468 topics in this forum

1. When are employer contributions considered taxable for FICA/Med?

   By Guest jrschmid, July 22, 2008
   • 5 replies
   • 10.1k views
   • 
   • Don Levit
   • July 28, 2008

2. EACA and Existing Participants

   By Guest lgm, July 25, 2008
   • 5 replies
   • 4.4k views
   • 
   • Guest
   • July 28, 2008

3. Plan Year Different from Corporate Year

   By DP, July 24, 2008
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • July 26, 2008

4. Unauthorized Withdrawal

   By Guest notapensiongeek, July 25, 2008
   • 3 replies
   • 2.2k views
   • 
   • J Simmons
   • July 25, 2008

5. two plans - violate 402g

   By Earl, July 25, 2008
   • 2 replies
   • 1.4k views
   • 
   • Earl
   • July 25, 2008

6. OCPP

   By ERISA1, July 24, 2008
   • 11 replies
   • 2.5k views
   • 
   • Mike Preston
   • July 25, 2008

7. Rollover/conversion to Roth 401K?

   By Guest tschotland, July 24, 2008
   • 3 replies
   • 1.7k views
   • 
   • masteff
   • July 25, 2008

8. Exclude HCEs from SH

   By abanky, July 24, 2008
   • 2 replies
   • 1.2k views
   • 
   • buckaroo
   • July 24, 2008

9. Asset acquisition

   By fiona1, July 21, 2008
   • 5 replies
   • 2.6k views
   • 
   • fiona1
   • July 24, 2008

10. Catch-Up Contributions

    By Guest mingblue, July 23, 2008
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • July 23, 2008

11. Change ADP/ACP testing in mid-year

    By Guest Sieve, July 22, 2008
    • 3 replies
    • 2k views
    • 
    • Guest
    • July 23, 2008

12. ADP Test Failure

    By Guest Buzzman, July 18, 2008
    • 11 replies
    • 4.5k views
    • 
    • Guest
    • July 23, 2008

13. Fringe benefit?

    By PMC, July 22, 2008
    • 4 replies
    • 2.1k views
    • 
    • Lori Friedman
    • July 22, 2008

14. ADP/ACP testing

    By Guest KRS401k, July 22, 2008
    • 1 reply
    • 1k views
    • 
    • Kimberly S
    • July 22, 2008

15. Safe Harbor NEC -- Compensation

    By Guest SWH, July 22, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 22, 2008

16. lost salary deferral agreements

    By k man, July 21, 2008
    • 5 replies
    • 1.3k views
    • 
    • JanetM
    • July 22, 2008

17. Employer Securities Limit in 401(k) Plan

    By KateSmithPA, July 18, 2008
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • July 19, 2008

18. Non elective contribution

    By Gary, July 17, 2008
    • 4 replies
    • 2.7k views
    • 
    • Gary
    • July 18, 2008

19. hardship - proving need to buy a house?

    By AlbanyConsultant, July 17, 2008
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • July 17, 2008

20. 401(k) and Fund Pricing Error

    By Guest shelterps, July 17, 2008
    • 2 replies
    • 1.4k views
    • 
    • Bill Presson
    • July 17, 2008

21. employer specified statute of limitations

    By Guest FDM, July 16, 2008
    • 3 replies
    • 1.8k views
    • 
    • Everett Moreland
    • July 17, 2008

22. Off Cycle Determination Letter application

    By Guest hyper800, July 17, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 17, 2008

23. Failure to Offer Enrollment to Eligible Employees

    By Guest Buzzman, July 16, 2008
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 16, 2008

24. Offering plan to corporation under common control

    By Guest Buzzman, July 11, 2008
    • 13 replies
    • 2.7k views
    • 
    • Guest
    • July 16, 2008

25. Roth IRA's

    By MBCarey, July 16, 2008
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • July 16, 2008

26. merger situation

    By Kimberly S, July 15, 2008
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • July 16, 2008

27. ADP tests and Top Heavy

    By Guest CAG1, July 14, 2008
    • 11 replies
    • 3k views
    • 
    • Guest
    • July 16, 2008

28. Categories of participants?

    By Guest 410b, July 15, 2008
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 15, 2008

29. Hardship Educational Expenses

    By PFranckowiak, July 15, 2008
    • 3 replies
    • 7.1k views
    • 
    • masteff
    • July 15, 2008

30. Deferrals upon rehire

    By Guest caseyb, July 7, 2008
    • 19 replies
    • 7.4k views
    • 
    • Guest
    • July 15, 2008

31. 401(k) Disclosure

    By Guest Jack19, July 11, 2008
    • 5 replies
    • 1.5k views
    • 
    • JanetM
    • July 15, 2008

32. tax implication of selling a non (or under performing) stock or fund

    By Guest richreeve, July 15, 2008
    • 2 replies
    • 1.9k views
    • 
    • Bird
    • July 15, 2008

33. party in interest?

    By Pension Panda, July 14, 2008
    • 2 replies
    • 1.6k views
    • 
    • Pension Panda
    • July 15, 2008

34. Are these amounts included in ACP test for the HCE

    By jkharvey, July 11, 2008
    • 6 replies
    • 3.4k views
    • 
    • fiona1
    • July 14, 2008

35. Is this exclusion of NHCEs for ADP test legitimate? 1 2

    By Guest 410b, July 2, 2008
    • 74 replies
    • 15.7k views
    • 
    • Kimberly S
    • July 14, 2008

36. additonal safe harbor employer contribution

    By LIBERTYKID, July 11, 2008
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • July 11, 2008

37. Top-Paid Election Merger

    By Guest m2b2, July 10, 2008
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 10, 2008

38. Salary Reduced Due To Top Heavy Payment

    By Guest matt2002, February 13, 2002
    • 22 replies
    • 4.4k views
    • 
    • EGB
    • July 10, 2008

39. Allowing beneficiary to direct investment.

    By FundeK, January 14, 2004
    • 8 replies
    • 1.9k views
    • 
    • BG5150
    • July 10, 2008

40. Deferrals for a deceased participant?

    By jkharvey, July 10, 2008
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • July 10, 2008

41. Signing Bonus / Section 415 Compensation

    By Gruegen, July 7, 2008
    • 3 replies
    • 5k views
    • 
    • Guest
    • July 9, 2008

42. Employee contributions treated as Employer Contribs

    By Guest CJA, July 9, 2008
    • 3 replies
    • 1.5k views
    • 
    • buckaroo
    • July 9, 2008

43. Distribution of Rollover Contribution

    By Stash026, July 9, 2008
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • July 9, 2008

44. rollover from SEP IRA to 401k plan

    By alexa, July 8, 2008
    • 3 replies
    • 1.3k views
    • 
    • alexa
    • July 9, 2008

45. Converting money purchase plan to 401(k)

    By Guest Jill41402, May 28, 2008
    • 15 replies
    • 6.1k views
    • 
    • Guest
    • July 8, 2008

46. Post-severance compensation and deferrals

    By Guest tmills, July 3, 2008
    • 3 replies
    • 6.4k views
    • 
    • Guest
    • July 8, 2008

47. Rollover for new loan to pay off prior loan

    By Guest Pecos, June 26, 2008
    • 14 replies
    • 10.3k views
    • 
    • Guest
    • July 8, 2008

48. Plan Term

    By Guest Rutager, July 1, 2008
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • July 7, 2008

49. Late deferral excise tax - deductible?

    By PAL, July 1, 2008
    • 1 reply
    • 4.2k views
    • 
    • BeckyMiller
    • July 3, 2008

50. Hardship provisions...which do you use?

    By Jim Chad, May 6, 2008
    • 10 replies
    • 3k views
    • 
    • Guest
    • July 2, 2008