401(k) Plans

19,367 topics in this forum

1. "earliest retirement date" in QDRO

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

2. Attributable match question...

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

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

   By Guest justbe, February 24, 2005
   • 1 reply
   • 2.1k views
   • 
   • Alf
   • February 24, 2005

4. What to do with old clearing account assets?

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

5. SH plan - first year

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

6. 401(k) Testing Question

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

7. 401(k) Investment Options for Very Small Employers

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

8. Non Executed Plan Document

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

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

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

10. HCE definition, re-hire

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

11. Coverage Testing and Cross Tested Plan

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

12. Partner with no earned income

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

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

    By Guest Robin S. Vatalaro, February 17, 2005
    • 1 reply
    • 1.1k views
    • 
    • alanm
    • February 22, 2005

14. Other benefits job posting site?

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

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

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

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

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

17. ACP Testing Under Safe Harbor Plan

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

18. 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

19. Testing - Plan Amendment

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

20. permissive aggregation - 2 plans with different eligibility

    By Santo Gold, February 18, 2005
    • 1 reply
    • 1.4k views
    • 
    • austin3515
    • February 18, 2005

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

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

22. 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

23. 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

24. switching employees between common ownership plans

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

25. 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
    • 1.1k views
    • 
    • Guest
    • February 17, 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. 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
    • 
    • Alf
    • February 17, 2005

28. 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

29. Safe Harbor plans and Top Heavy

    By Guest rffahey, January 10, 2005
    • 8 replies
    • 1.8k views
    • 
    • FJR
    • February 16, 2005

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

    By Guest carsonv, February 26, 2004
    • 22 replies
    • 8.8k views
    • 
    • Archimage
    • February 16, 2005

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

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

32. Calculating Gains on Excess Deferrals for failed ADP

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

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

    By JanetM, February 16, 2005
    • 6 replies
    • 1.7k views
    • 
    • JanetM
    • February 16, 2005

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

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

35. 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

36. Entry Date Exception

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

37. Using my IRA and I'm 26?

    By Guest doctorhathaway, February 15, 2005
    • 3 replies
    • 1.2k views
    • 
    • MGB
    • February 15, 2005

38. Rollover but not participant

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

39. Investment in investment fund on Foreign stock market

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

40. Over deposits of Safe Harbor Match

    By Guest hog4you2, February 14, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 15, 2005

41. merger: transition rule

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

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

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

43. Excess contributions

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

44. Key Employee Question

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

45. catch ups

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

46. 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

47. HCE definition 1991-2005

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

48. Union Employees in Non-Unon ADP test?

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

49. Matching contributions and Integrated PS

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

50. SEP to 401(k)

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