401(k) Plans

19,451 topics in this forum

1. TOP HEAVY TEST

   By Guest DP in CA, March 10, 2006
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • March 11, 2006

2. Failed ADP/ACP Testing

   By Guest DP in CA, March 10, 2006
   • 3 replies
   • 2k views
   • 
   • Guest
   • March 11, 2006

3. Correction of Excess Match

   By Guest dstran, March 9, 2006
   • 1 reply
   • 1.4k views
   • 
   • Kirk Maldonado
   • March 11, 2006

4. Non-resident Aliens

   By Nate X, March 9, 2006
   • 5 replies
   • 6.3k views
   • 
   • Kirk Maldonado
   • March 11, 2006

5. TOP Heavy Contributions

   By Guest DP in CA, March 10, 2006
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • March 10, 2006

6. Testing requirements for employer with more than 1 plan

   By Guest anne1, March 10, 2006
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • March 10, 2006

7. service weighted allocation and the gateway test

   By Santo Gold, March 8, 2006
   • 20 replies
   • 4.6k views
   • 
   • Mike Preston
   • March 10, 2006

8. Earned Income Calculation

   By Guest notapensiongeek, March 9, 2006
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • March 10, 2006

9. Plan Aggregation

   By Guest jim williams, February 23, 2006
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • March 10, 2006

10. funding 401k before paydate

    By Guest lindamichals, March 9, 2006
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • March 10, 2006

11. Roth 401(k) Assets to Pay Plan Expenses

    By Jean, March 8, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • March 9, 2006

12. Change of the Timing of Distributions

    By John Feldt ERPA CPC QPA, March 9, 2006
    • 2 replies
    • 2k views
    • 
    • John Feldt ERPA CPC QPA
    • March 9, 2006

13. Immediate eligibility ADP testing

    By Sully, February 24, 2006
    • 12 replies
    • 4.6k views
    • 
    • MWeddell
    • March 9, 2006

14. a way to avoid a plan audit?

    By betheeg, February 23, 2006
    • 19 replies
    • 7.7k views
    • 
    • betheeg
    • March 9, 2006

15. Overpayment of Safe Harbor Match

    By ERISA1, March 6, 2006
    • 2 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • March 9, 2006

16. Deferred Sales Charges in Terminating Plan

    By Guest tbreedlove, March 6, 2006
    • 5 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • March 9, 2006

17. "Unlinking" a wrap plan from a 401(k) plan

    By Guest gaham, March 8, 2006
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 8, 2006

18. 401(k) with no NHCE deferring

    By Stash026, February 28, 2006
    • 13 replies
    • 4.1k views
    • 
    • stephen
    • March 8, 2006

19. Is a single participant plan an ERISA plan?

    By Guest HDM, March 7, 2006
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • March 8, 2006

20. Using Plan Assets to Pay Fees

    By Guest jefe96, March 8, 2006
    • 1 reply
    • 1.4k views
    • 
    • jquazza
    • March 8, 2006

21. ADP testing

    By rlb64, March 7, 2006
    • 2 replies
    • 2k views
    • 
    • dmwe
    • March 8, 2006

22. Matching Catchup Contributions

    By Guest jae3207, February 23, 2006
    • 10 replies
    • 3.7k views
    • 
    • Guest
    • March 8, 2006

23. Exclusion of eligible employees and QNEC's

    By Sully, March 8, 2006
    • 0 replies
    • 1.4k views
    • 
    • Sully
    • March 8, 2006

24. Money Purchase to Profit Sharing (k)

    By PMC, March 7, 2006
    • 1 reply
    • 1.1k views
    • 
    • four01kman
    • March 7, 2006

25. Separate Elgibility for Part-Timers

    By Guest cxs, March 6, 2006
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • March 7, 2006

26. Compensation issue

    By Guest jetfaninmn, March 3, 2006
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • March 6, 2006

27. Top Heavy Coverage Test

    By blue, March 3, 2006
    • 6 replies
    • 3.1k views
    • 
    • R. Butler
    • March 6, 2006

28. ADP Testing Method Amendment ?

    By Leopurrd, February 27, 2006
    • 12 replies
    • 4k views
    • 
    • rcline46
    • March 5, 2006

29. Negative Election - Automatic Enrollment

    By Guest Ted Kowalchuk, CFP, CFS,, February 22, 2006
    • 9 replies
    • 3.8k views
    • 
    • RCK
    • March 4, 2006

30. Contribution to a Terminated Participant?

    By Archimage, March 3, 2006
    • 3 replies
    • 1.6k views
    • 
    • rcline46
    • March 3, 2006

31. Client with more than 1 union plan ADP testing

    By Guest anne1, March 3, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 3, 2006

32. Plan is top heavy, and then Key EE takes a dist

    By Santo Gold, March 3, 2006
    • 3 replies
    • 1.5k views
    • 
    • stephen
    • March 3, 2006

33. Short plan year & 1000 hour rule for share of PS

    By Guest Julie Woulfe, March 3, 2006
    • 2 replies
    • 2.3k views
    • 
    • Archimage
    • March 3, 2006

34. Control Group and Covered Comp

    By Guest abajeb, March 3, 2006
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 3, 2006

35. 401K taking a massive beating due to no job...

    By Guest bill545, March 2, 2006
    • 3 replies
    • 1.9k views
    • 
    • E as in ERISA
    • March 2, 2006

36. Safe Harbor match & top heavy

    By Santo Gold, March 2, 2006
    • 3 replies
    • 2.5k views
    • 
    • Leopurrd
    • March 2, 2006

37. ACP Test Exclusions

    By Leopurrd, March 2, 2006
    • 3 replies
    • 2.3k views
    • 
    • Tom Poje
    • March 2, 2006

38. Safe Harbor Withdrawals 59 1/2

    By Guest Sbart62, March 2, 2006
    • 4 replies
    • 5k views
    • 
    • QDROphile
    • March 2, 2006

39. Loans

    By Guest dstran, March 1, 2006
    • 3 replies
    • 1.9k views
    • 
    • stephen
    • March 1, 2006

40. SH Final Regs

    By Guest RJF, February 27, 2006
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • March 1, 2006

41. Recharacterization of Deferrals as Catch-up

    By commishvp, February 28, 2006
    • 1 reply
    • 1.8k views
    • 
    • JanetM
    • February 28, 2006

42. Distribution Event?

    By Randy Watson, February 28, 2006
    • 5 replies
    • 2.2k views
    • 
    • Randy Watson
    • February 28, 2006

43. Qnec with less than 1000 hours

    By Guest lindamichals, February 28, 2006
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • February 28, 2006

44. 401k and 403b contribution limits

    By steve-o, February 24, 2006
    • 7 replies
    • 2.8k views
    • 
    • steve-o
    • February 28, 2006

45. 401(k) Deferral for Partner

    By MarZDoates, February 27, 2006
    • 1 reply
    • 1.9k views
    • 
    • Bird
    • February 28, 2006

46. top heavy 401(k)

    By Santo Gold, February 27, 2006
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 27, 2006

47. S Corp Wages used for 401(k) Plan

    By Guest jusducki, February 27, 2006
    • 13 replies
    • 9.1k views
    • 
    • Guest
    • February 27, 2006

48. 401k entry dates

    By Guest kdzurinda, February 24, 2006
    • 7 replies
    • 6.8k views
    • 
    • Guest
    • February 27, 2006

49. 401(k) but no profit sharing

    By Santo Gold, February 24, 2006
    • 7 replies
    • 1.9k views
    • 
    • Santo Gold
    • February 25, 2006

50. 401(k) Plan + SIMPLE IRA

    By Guest Ted Kowalchuk, CFP, CFS,, February 24, 2006
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 24, 2006