401(k) Plans

19,333 topics in this forum

1. Corbel auto rollover amendment package?

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

2. 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
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   • Blinky the 3-eyed Fish
   • March 3, 2005

3. Compensation limit and match

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

4. HCE Defined

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

5. Excludable Employees and Cross-testing

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

6. Safe Harbor Match

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

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

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

8. Ineligible employee allowed to make deferrals

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

9. Attribution...

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

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

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

11. Using plan assets to pay consulting fees

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

12. ADP testing in context of plan spinoff

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

13. 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

14. 401Ik) deferrals deposited directly to participant's rollover IRA

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

15. Time frame for amending Eligibility service Requirement

    By Guest ChopperPilot, February 24, 2005
    • 16 replies
    • 2.3k views
    • 
    • Earl
    • February 27, 2005

16. Controlled Group and compliance testing

    By Guest Achilles, February 24, 2005
    • 1 reply
    • 1.2k views
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    • austin3515
    • February 25, 2005

17. "earliest retirement date" in QDRO

    By Guest mmc, February 25, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 25, 2005

18. Attributable match question...

    By jaemmons, February 23, 2005
    • 6 replies
    • 3.9k views
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    • Bird
    • February 24, 2005

19. 415(c)(3) definition of compensation

    By Guest justbe, February 24, 2005
    • 1 reply
    • 2k views
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    • Alf
    • February 24, 2005

20. What to do with old clearing account assets?

    By Guest smstls, February 19, 2005
    • 3 replies
    • 1.6k views
    • 
    • Alf
    • February 24, 2005

21. SH plan - first year

    By Guest c2ddave, February 22, 2005
    • 4 replies
    • 1.8k views
    • 
    • david rigby
    • February 24, 2005

22. 401(k) Testing Question

    By mschwechter, February 21, 2005
    • 1 reply
    • 1.5k views
    • 
    • austin3515
    • February 23, 2005

23. 401(k) Investment Options for Very Small Employers

    By Guest YATPA, February 23, 2005
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • February 23, 2005

24. Non Executed Plan Document

    By Guest qualitybenefits, February 22, 2005
    • 6 replies
    • 2k views
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    • mbozek
    • February 23, 2005

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

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

26. HCE definition, re-hire

    By Guest tkw, February 22, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 23, 2005

27. Coverage Testing and Cross Tested Plan

    By Guest Pension123, February 22, 2005
    • 1 reply
    • 1.2k views
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    • austin3515
    • February 23, 2005

28. Partner with no earned income

    By Guest moltengater, February 22, 2005
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • February 22, 2005

29. 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

30. Other benefits job posting site?

    By Guest mrjones, February 19, 2005
    • 2 replies
    • 1.4k views
    • 
    • wmyer
    • February 22, 2005

31. testing 2 plans separately to pass 410(b)

    By Guest dubya, February 21, 2005
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • February 21, 2005

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

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

33. ACP Testing Under Safe Harbor Plan

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

34. 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
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    • austin3515
    • February 19, 2005

35. Testing - Plan Amendment

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

36. permissive aggregation - 2 plans with different eligibility

    By Santo Gold, February 18, 2005
    • 1 reply
    • 1.3k views
    • 
    • austin3515
    • February 18, 2005

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

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

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

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

39. 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

40. switching employees between common ownership plans

    By Guest lindamichals, February 16, 2005
    • 5 replies
    • 1.6k views
    • 
    • RCK
    • February 17, 2005

41. 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

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

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

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

    By Guest THess, February 15, 2005
    • 20 replies
    • 2.7k views
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    • Alf
    • February 17, 2005

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

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

45. Safe Harbor plans and Top Heavy

    By Guest rffahey, January 10, 2005
    • 8 replies
    • 1.7k views
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    • FJR
    • February 16, 2005

46. ADP Test - Should HCE w/ no comp or hrs be included?

    By Guest carsonv, February 26, 2004
    • 22 replies
    • 8.7k views
    • 
    • Archimage
    • February 16, 2005

47. ADP - No NHCE's - Prior Year Method

    By fiona1, January 14, 2005
    • 3 replies
    • 2.6k views
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    • pmacduff
    • February 16, 2005

48. Calculating Gains on Excess Deferrals for failed ADP

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

49. 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

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

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