401(k) Plans

19,275 topics in this forum

1. Testing - Plan Amendment

   By wmyer, February 18, 2005
   • 1 reply
   • 1.1k views
   • 
   • austin3515
   • February 19, 2005

2. Are all Eligible Employees entitled to a QNEC, or can you carve out the otherwise excludable employees?

   By Guest CAP, February 18, 2005
   • 9 replies
   • 3.5k views
   • 
   • austin3515
   • February 19, 2005

3. Compensation ratio test?

   By Guest welcomehome, February 18, 2005
   • 10 replies
   • 9.9k views
   • 
   • Tom Poje
   • March 22, 2005

4. ADP/ACP test & 410(b) test of a controlled group

   By Guest jkrad, February 17, 2005
   • 22 replies
   • 9.3k views
   • 
   • austin3515
   • November 12, 2007

5. Excess Contributions Cannot Be Made Because Amounts Distributed Per a QDRO

   By Guest Grumpy455, February 17, 2005
   • 1 reply
   • 1.2k views
   • 
   • QDROphile
   • February 17, 2005

6. voluntary employee contributions aren't 401(k) deferrals are they?

   By Guest Fred Maynard, February 17, 2005
   • 6 replies
   • 1.3k views
   • 
   • Guest
   • February 17, 2005

7. Could a worker do SEPP under IRC 72(t) on a prior employer's 401(k) while continuing to keep his current 401(k) and 403(b)?

   By Guest JurisPrude, February 17, 2005
   • 0 replies
   • 1k views
   • 
   • Guest
   • February 17, 2005

8. Affiliated Service Group - HCE's Don't Want to Participate

   By Guest Robin S. Vatalaro, February 17, 2005
   • 1 reply
   • 1k views
   • 
   • alanm
   • February 22, 2005

9. ACP Testing Under Safe Harbor Plan

   By LCARUSI, February 17, 2005
   • 2 replies
   • 1.2k views
   • 
   • MWeddell
   • February 21, 2005

10. switching employees between common ownership plans

    By Guest lindamichals, February 16, 2005
    • 5 replies
    • 1.5k views
    • 
    • RCK
    • February 17, 2005

11. Ineligible Ptp makes 401(k) conts and taxation

    By buckaroo, February 16, 2005
    • 2 replies
    • 1.5k views
    • 
    • wmyer
    • February 18, 2005

12. Profit Sharing Plan: Employer moving from C Corp to S Corp

    By Lori H, February 16, 2005
    • 4 replies
    • 1.4k views
    • 
    • Leopurrd
    • February 17, 2005

13. Calculating Gains on Excess Deferrals for failed ADP

    By MBCarey, February 16, 2005
    • 3 replies
    • 3.3k views
    • 
    • MBCarey
    • February 16, 2005

14. Looking for information on pros and cons of selecting a default fund for Plan

    By JanetM, February 16, 2005
    • 6 replies
    • 1.6k views
    • 
    • JanetM
    • February 16, 2005

15. Hardship supsension failure - impact to ADP/ACP tests

    By jaemmons, February 16, 2005
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • February 21, 2005

16. what is the latest on catch-up contributions & separate lines of business?

    By Guest wblinder, February 15, 2005
    • 1 reply
    • 988 views
    • 
    • JanetM
    • February 16, 2005

17. New Comparability/Safe-Harbor - Partners max, but want to give less to one of the partners

    By Guest THess, February 15, 2005
    • 20 replies
    • 2.6k views
    • 
    • Alf
    • February 17, 2005

18. Using my IRA and I'm 26?

    By Guest doctorhathaway, February 15, 2005
    • 3 replies
    • 1.1k views
    • 
    • MGB
    • February 15, 2005

19. Investment in investment fund on Foreign stock market

    By Guest fore01k, February 15, 2005
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • February 15, 2005

20. Entry Date Exception

    By K-t-F, February 15, 2005
    • 4 replies
    • 1.4k views
    • 
    • K-t-F
    • February 15, 2005

21. Over deposits of Safe Harbor Match

    By Guest hog4you2, February 14, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 15, 2005

22. Rollover but not participant

    By Guest Fred Maynard, February 14, 2005
    • 5 replies
    • 1.5k views
    • 
    • actuarysmith
    • February 15, 2005

23. merger: transition rule

    By k man, February 14, 2005
    • 2 replies
    • 2.1k views
    • 
    • austin3515
    • February 15, 2005

24. One Person Plan: 401(k) or Profit Sharing

    By Guest elem, February 14, 2005
    • 7 replies
    • 2k views
    • 
    • david rigby
    • February 15, 2005

25. Excess contributions

    By Guest mparker2028, February 14, 2005
    • 4 replies
    • 1.6k views
    • 
    • austin3515
    • February 14, 2005

26. Employees that are eligible to participate in both 401K and 457 plans

    By Guest greg9876, February 14, 2005
    • 3 replies
    • 1.8k views
    • 
    • QDROphile
    • February 17, 2005

27. HCE definition 1991-2005

    By fiona1, February 11, 2005
    • 2 replies
    • 1.3k views
    • 
    • GBurns
    • February 11, 2005

28. catch ups

    By Tom Poje, February 11, 2005
    • 2 replies
    • 1.2k views
    • 
    • austin3515
    • February 12, 2005

29. Union Employees in Non-Unon ADP test?

    By Guest c2ddave, February 11, 2005
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • February 11, 2005

30. Key Employee Question

    By Guest jefe96, February 11, 2005
    • 8 replies
    • 1.5k views
    • 
    • austin3515
    • February 12, 2005

31. Matching contributions and Integrated PS

    By Guest carsonv, February 11, 2005
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • February 11, 2005

32. missing participant in an ongoing PS/401(k) plan

    By Guest jigpsu100, February 10, 2005
    • 13 replies
    • 3.2k views
    • 
    • Guest
    • February 23, 2005

33. Top Heavy Testing - Do you include accrued 401(k) deferrals?

    By Guest dyoder, February 10, 2005
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 10, 2005

34. DETERMINING HCE'S FOR NEW MEMBER OF CONTROLLED GROUP

    By Lori H, February 10, 2005
    • 1 reply
    • 1.2k views
    • 
    • jquazza
    • February 11, 2005

35. 10% Withholding on Corrective Distributions

    By Lori Foresz, February 10, 2005
    • 6 replies
    • 6k views
    • 
    • jaemmons
    • February 10, 2005

36. Retirement Plan audits for new plans

    By Guest willow, February 10, 2005
    • 1 reply
    • 1k views
    • 
    • E as in ERISA
    • February 10, 2005

37. 401(k) Plans with over 100 participants?

    By Guest Michael Anderson, February 10, 2005
    • 6 replies
    • 1.6k views
    • 
    • BeckyMiller
    • March 8, 2005

38. Matching contribution question

    By Guest gsbanks, February 10, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 10, 2005

39. 1099 reporting

    By k man, February 9, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 9, 2005

40. Eligibility Question

    By Guest andmik, February 9, 2005
    • 7 replies
    • 1.6k views
    • 
    • Bird
    • February 10, 2005

41. Employer match ACP test - skipped year

    By legort69, February 9, 2005
    • 1 reply
    • 1.4k views
    • 
    • austin3515
    • February 9, 2005

42. What happens to excess 3% Safe Harbor cont. if made during the year?

    By Guest jusducki, February 9, 2005
    • 4 replies
    • 1.4k views
    • 
    • Jim Chad
    • February 12, 2005

43. Amendment due date

    By rlb64, February 9, 2005
    • 4 replies
    • 1.7k views
    • 
    • rlb64
    • February 11, 2005

44. eligibility for employee who was in a class not eligible to participate

    By Guest scamacho, February 8, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 15, 2005

45. SEP to 401(k)

    By Guest bac, February 8, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 11, 2005

46. Catch-UP. HCE dies before attaining age 50.

    By fiona1, February 8, 2005
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • February 8, 2005

47. Client wants to exclude EE from Safe Harbor Match

    By Guest Mike Spickard, February 8, 2005
    • 3 replies
    • 1.9k views
    • 
    • MWeddell
    • May 19, 2005

48. Compensation Limit for Match Calculation

    By Guest rgorman, February 8, 2005
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • February 8, 2005

49. 401(k) to replace Simple IRA

    By Guest MrBoldman, February 7, 2005
    • 8 replies
    • 2.7k views
    • 
    • Appleby
    • February 11, 2005

50. Notice of elimination of distribution option

    By Guest hyper, February 7, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 7, 2005