401(k) Plans

19,319 topics in this forum

1. Union 401(k) and ADP testing

   By rcline46, March 10, 2005
   • 2 replies
   • 2.3k views
   • 
   • JanetM
   • March 11, 2005

2. Safe Harbor Match Deposits by Payroll Date?

   By KateSmithPA, March 11, 2005
   • 1 reply
   • 1.5k views
   • 
   • wmyer
   • March 11, 2005

3. Reduction of cross tested percentage to NHCEs from 7% to 3%, but 5% has already been deposited into Participant accounts. Can cash be removed?

   By Guest ChopperPilot, March 10, 2005
   • 3 replies
   • 1.2k views
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   • Bird
   • March 11, 2005

4. Short plan year and testing

   By Guest CAM223, March 10, 2005
   • 1 reply
   • 1.7k views
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   • Guest
   • March 11, 2005

5. Final 401(k) regs and termination of safe harbor plan

   By Lori Foresz, March 10, 2005
   • 3 replies
   • 2.2k views
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   • Tom Poje
   • March 10, 2005

6. 1099R's in NYS

   By Guest MrT, March 9, 2005
   • 1 reply
   • 1.1k views
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   • Guest
   • March 10, 2005

7. Deemed Distribution for 0% Vested

   By austin3515, March 9, 2005
   • 4 replies
   • 2.3k views
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   • Tom Poje
   • March 10, 2005

8. Basic 401(k) questions

   By Guest keep it simple, March 9, 2005
   • 3 replies
   • 1.6k views
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   • Blinky the 3-eyed Fish
   • March 10, 2005

9. 2003 employer contrib receivables not paid in 2004.... just caught situation

   By Guest LTurner, March 8, 2005
   • 3 replies
   • 1.4k views
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   • mschwechter
   • March 10, 2005

10. Puerto Rico employees

    By jaemmons, March 8, 2005
    • 1 reply
    • 1.8k views
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    • MWeddell
    • March 10, 2005

11. stupid ADP question

    By goldtpa, March 9, 2005
    • 1 reply
    • 1.3k views
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    • austin3515
    • March 10, 2005

12. 401(k) forms

    By Guest mmc, March 9, 2005
    • 0 replies
    • 960 views
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    • Guest
    • March 9, 2005

13. Short plan year entry

    By Guest jefe96, March 9, 2005
    • 2 replies
    • 1.4k views
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    • Guest
    • March 9, 2005

14. Accept a rollover or not?

    By TBob, March 9, 2005
    • 1 reply
    • 1.1k views
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    • WDIK
    • March 9, 2005

15. Stopping the Safe Harbor Match

    By Earl, March 7, 2005
    • 2 replies
    • 1.3k views
    • 
    • Earl
    • March 9, 2005

16. S Corp Stock

    By Guest yukon, March 2, 2005
    • 6 replies
    • 2k views
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    • Kirk Maldonado
    • March 9, 2005

17. 401(k) Plans with over 100 participants?

    By Guest Michael Anderson, February 10, 2005
    • 6 replies
    • 1.7k views
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    • BeckyMiller
    • March 8, 2005

18. Self-employed 401K contribution limits

    By Guest evphd, February 23, 2005
    • 2 replies
    • 1.4k views
    • 
    • BeckyMiller
    • March 8, 2005

19. Plan has prior year testing, but testing done on current year information.

    By Guest phyphy, April 12, 2004
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • March 8, 2005

20. 415 Comp...

    By Guest KTF, March 7, 2005
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 7, 2005

21. Never contributed the Match

    By Guest Giovanni, March 7, 2005
    • 6 replies
    • 1.5k views
    • 
    • E as in ERISA
    • March 7, 2005

22. Can the trustee disallow 401k contributions from HCE's that would impact the ADP test?

    By Guest chris4013, March 5, 2005
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2005

23. Is adopting a volume submitter considered an amendment to an existing plan.

    By Guest jcarlos, March 7, 2005
    • 5 replies
    • 1.4k views
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    • Bird
    • March 7, 2005

24. Profit sharing contribution covered by a Board Resolution?

    By Guest Fred Maynard, March 4, 2005
    • 20 replies
    • 5.8k views
    • 
    • AndyH
    • March 7, 2005

25. Wandering HCEs in Controlled Group

    By Guest cxs, March 7, 2005
    • 1 reply
    • 1.1k views
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    • Tom Poje
    • March 7, 2005

26. Disaggregation of plan for new employer

    By ccassetty, February 25, 2005
    • 1 reply
    • 1k views
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    • ccassetty
    • March 7, 2005

27. Top Heavy Minimum Deadline

    By Dougsbpc, March 3, 2005
    • 10 replies
    • 2.7k views
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    • Guest
    • March 6, 2005

28. Calculation of income on excess contributions resulting from failed ADP test

    By Guest ChopperPilot, March 4, 2005
    • 3 replies
    • 1.2k views
    • 
    • austin3515
    • March 5, 2005

29. "Deemed 125 compensation" - What is it?

    By Guest ChopperPilot, March 4, 2005
    • 2 replies
    • 6.8k views
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    • stevena
    • March 5, 2005

30. match made on payroll basis

    By Guest LoloV, March 4, 2005
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 5, 2005

31. Terminated plan distributions

    By pbarrett, March 4, 2005
    • 5 replies
    • 1.7k views
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    • stevena
    • March 5, 2005

32. IRS News Flash on IRA Rollovers

    By Scott, March 2, 2005
    • 10 replies
    • 2.7k views
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    • JDuns
    • March 4, 2005

33. Weighted Average Rate of Return

    By Guest mouellette, March 4, 2005
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • March 4, 2005

34. Case law judgements against plan fudiciaries for excessive fees to plan assets

    By Guest April Smith, March 2, 2005
    • 1 reply
    • 1.2k views
    • 
    • alanm
    • March 4, 2005

35. QNEC & PPD document...

    By jquazza, March 4, 2005
    • 1 reply
    • 1.5k views
    • 
    • Earl
    • March 4, 2005

36. Plan Imposed Limits

    By Guest revier, March 3, 2005
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 3, 2005

37. Corbel auto rollover amendment package?

    By Guest padmin, March 3, 2005
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • March 3, 2005

38. Definition of Plan Year Compensation in a dual-entry top-heavy 401(k) plan

    By Guest Dave Peckham, March 3, 2005
    • 2 replies
    • 3.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 3, 2005

39. Compensation limit and match

    By rlb64, March 1, 2005
    • 11 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2005

40. HCE Defined

    By Guest ChopperPilot, March 2, 2005
    • 5 replies
    • 1.8k views
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    • WDIK
    • March 2, 2005

41. Excludable Employees and Cross-testing

    By Guest CAP, February 28, 2005
    • 12 replies
    • 2.3k views
    • 
    • jquazza
    • March 2, 2005

42. Safe Harbor Match

    By Guest jefe96, March 2, 2005
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2005

43. Pro-rate any limits for Short Plan Year?

    By Richard Anderson, March 1, 2005
    • 2 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2005

44. Ineligible employee allowed to make deferrals

    By Guest jefe96, February 24, 2005
    • 5 replies
    • 1.8k views
    • 
    • Harwood
    • March 1, 2005

45. Attribution...

    By K-t-F, February 28, 2005
    • 2 replies
    • 1.4k views
    • 
    • K-t-F
    • March 1, 2005

46. ADP Excess Cont Pre-3/15 w/FITW

    By Guest robmason, March 1, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 1, 2005

47. Using plan assets to pay consulting fees

    By Guest April Smith, February 28, 2005
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • March 1, 2005

48. ADP testing in context of plan spinoff

    By Guest Darrell, February 28, 2005
    • 0 replies
    • 2k views
    • 
    • Guest
    • February 28, 2005

49. Employee works for 2 members of controlled group, defers through one employer.Full comp. or not.

    By Lori H, February 24, 2005
    • 5 replies
    • 1.7k views
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    • Tom Poje
    • February 28, 2005

50. 401Ik) deferrals deposited directly to participant's rollover IRA

    By Guest mmc, February 24, 2005
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • February 28, 2005