401(k) Plans

19,275 topics in this forum

1. Include in ADP Test?

   By Guest Giovanni, January 31, 2005
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • February 1, 2005

2. Eligibility & entry date

   By pmacduff, January 31, 2005
   • 5 replies
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • January 31, 2005

3. Admin Error - contributions withheld after-tax instead of pre-tax

   By Guest smstls, January 29, 2005
   • 4 replies
   • 1.5k views
   • 
   • JDuns
   • January 31, 2005

4. Participant Terminated with Sev-pay...

   By K-t-F, January 31, 2005
   • 3 replies
   • 1.2k views
   • 
   • K-t-F
   • January 31, 2005

5. Vizcaino situation? What do you do?

   By Guest tintree73, January 19, 2005
   • 14 replies
   • 2.1k views
   • 
   • Kirk Maldonado
   • January 29, 2005

6. Loan default

   By rlb64, January 28, 2005
   • 5 replies
   • 1.6k views
   • 
   • rlb64
   • January 29, 2005

7. Top Paid Group

   By Guest StoneWalk, January 28, 2005
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • January 28, 2005

8. Must the one-time election (Treas Reg. 1.401(k)-1(a)(3)(iv)) be available to all participants?

   By jkharvey, January 26, 2005
   • 2 replies
   • 1.7k views
   • 
   • jaemmons
   • January 28, 2005

9. SEP, Keogh and 401(k)...I need help quick!

   By Guest THess, January 28, 2005
   • 1 reply
   • 1.6k views
   • 
   • jevd
   • January 28, 2005

10. 401(k) safe harbor commitment to only NHCE's

    By Brenda Wren, January 12, 2005
    • 4 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • January 28, 2005

11. Top Heavy 401(k) and early participation coverage issue

    By Guest f1234, January 27, 2005
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • January 27, 2005

12. Money Purchase Forfeitures in 401(k)

    By Guest SWH, January 27, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • January 27, 2005

13. New participants not allowed to defer - new rule?

    By Guest MikeD, January 27, 2005
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • January 27, 2005

14. Cessation of Safe Harbor Profit Sharing

    By mschwechter, January 26, 2005
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • January 26, 2005

15. 401k vs. money market accounts

    By Guest johndiaz, January 26, 2005
    • 2 replies
    • 4.5k views
    • 
    • david rigby
    • January 26, 2005

16. Excess Deferral

    By Guest Giovanni, January 24, 2005
    • 3 replies
    • 1.3k views
    • 
    • RCK
    • January 25, 2005

17. Forfeiture of match and re-allocation

    By buckaroo, January 25, 2005
    • 1 reply
    • 1.4k views
    • 
    • FundeK
    • January 25, 2005

18. Loans and laid off participants?

    By Guest Michael Anderson, January 25, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 25, 2005

19. Plan Restatement when change of TPA/Custodian

    By legort69, January 19, 2005
    • 23 replies
    • 5.1k views
    • 
    • mbozek
    • January 25, 2005

20. SH Cnt & Otherwise Excludable Employees

    By Guest LoloV, January 25, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 25, 2005

21. final 401(k) regs

    By Tom Poje, January 24, 2005
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • January 25, 2005

22. 401(k) payroll deductions - deadline to submit to plan

    By Guest BPC, January 20, 2005
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • January 25, 2005

23. 1099r's for corrective distributions

    By Beemer, January 24, 2005
    • 2 replies
    • 1.3k views
    • 
    • Beemer
    • January 24, 2005

24. 415 Limits with regard to non-deductible IRA contributions

    By Guest fiddler, January 23, 2005
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • January 24, 2005

25. Employer with SIMPLE IRA wants to adopt a 401(k)

    By Guest Judy S, January 21, 2005
    • 7 replies
    • 1.4k views
    • 
    • jevd
    • January 24, 2005

26. General Grandfathering Provisions

    By J. Bringhurst, January 21, 2005
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • January 22, 2005

27. DC Plan that invests into a DB Plan

    By Guest ahayford, January 21, 2005
    • 4 replies
    • 1.2k views
    • 
    • No Name
    • January 22, 2005

28. Plan Loans Maximum Allowed

    By jquazza, January 21, 2005
    • 15 replies
    • 2.8k views
    • 
    • jquazza
    • January 21, 2005

29. Eligible Employees in ADP Test

    By Guest gfowler, January 19, 2005
    • 4 replies
    • 1.7k views
    • 
    • K-t-F
    • January 21, 2005

30. hardship, final regs and safe harbor contributions

    By Guest JBeck, January 20, 2005
    • 1 reply
    • 1.6k views
    • 
    • jaemmons
    • January 20, 2005

31. 1099 Employees

    By Guest darrensoup, January 20, 2005
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • January 20, 2005

32. Another severance pay ?

    By jaemmons, January 14, 2005
    • 4 replies
    • 1.7k views
    • 
    • GBurns
    • January 19, 2005

33. Rollover a Roth IRA into a 401(k) PSP?

    By doombuggy, January 19, 2005
    • 1 reply
    • 2k views
    • 
    • wmyer
    • January 19, 2005

34. different matching tiers for various employee classifications

    By k man, January 19, 2005
    • 0 replies
    • 1.2k views
    • 
    • k man
    • January 19, 2005

35. Top Heavy Correction--Wrong Compensation Defn

    By sloble@crowleyfleck.com, January 13, 2005
    • 6 replies
    • 2k views
    • 
    • jaemmons
    • January 18, 2005

36. Distribution Overpayments

    By FundeK, January 12, 2005
    • 11 replies
    • 4.8k views
    • 
    • GBurns
    • January 18, 2005

37. Timeframe to amend 2004 Profit Sharing Plan Allocation Method

    By Guest ChopperPilot, January 18, 2005
    • 4 replies
    • 1.5k views
    • 
    • could be me maybe not
    • January 18, 2005

38. MP to SH 401 midyear

    By K-t-F, January 13, 2005
    • 6 replies
    • 1.4k views
    • 
    • Archimage
    • January 17, 2005

39. 8717 - User Fee

    By Guest DTrom, January 15, 2005
    • 4 replies
    • 1.3k views
    • 
    • GBurns
    • January 16, 2005

40. Untimely deposits listed on schedule I

    By Guest jkrad, January 14, 2005
    • 2 replies
    • 1.5k views
    • 
    • austin3515
    • January 15, 2005

41. 1099R for which year for 2004 or 2005?

    By Guest mmc, January 13, 2005
    • 18 replies
    • 2.9k views
    • 
    • GBurns
    • January 14, 2005

42. Compensation for Mid year Safe-Harbor Plan of Sole Proprietor

    By JButtrick, January 12, 2005
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • January 14, 2005

43. 3% SH and eligibility to defer

    By K-t-F, January 13, 2005
    • 1 reply
    • 1.1k views
    • 
    • austin3515
    • January 14, 2005

44. 1004 hours worked in 2004, paid for 995 in 2004

    By Guest 401ksrus, January 12, 2005
    • 2 replies
    • 1.7k views
    • 
    • Ron Snyder
    • January 13, 2005

45. Include on Coverage?

    By fiona1, January 13, 2005
    • 2 replies
    • 1.1k views
    • 
    • austin3515
    • January 13, 2005

46. true-up for match that changed mid-year

    By Guest cxs, January 13, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 13, 2005

47. Can a plan require participants to work 1000 hours in six months?

    By Dan, January 13, 2005
    • 2 replies
    • 2.4k views
    • 
    • Tom Poje
    • January 13, 2005

48. Catch up contributions - off calendar year

    By Guest revier, January 9, 2005
    • 1 reply
    • 1.4k views
    • 
    • Dan
    • January 13, 2005

49. Opening a solo 401k after dissolving partnership

    By Guest slander1709, January 10, 2005
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • January 12, 2005

50. Beneficiary designation

    By JDuns, January 11, 2005
    • 10 replies
    • 3.2k views
    • 
    • Kirk Maldonado
    • January 12, 2005