401(k) Plans

19,389 topics in this forum

1. Terminated plan distributions

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

2. IRS News Flash on IRA Rollovers

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

3. Weighted Average Rate of Return

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

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

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

5. QNEC & PPD document...

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

6. Plan Imposed Limits

   By Guest revier, March 3, 2005
   • 2 replies
   • 1.2k views
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   • Guest
   • March 3, 2005

7. 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

8. 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

9. Compensation limit and match

   By rlb64, March 1, 2005
   • 11 replies
   • 2.8k views
   • 
   • Blinky the 3-eyed Fish
   • March 2, 2005

10. HCE Defined

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

11. Excludable Employees and Cross-testing

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

12. 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

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

    By Richard Anderson, March 1, 2005
    • 2 replies
    • 2.1k views
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    • Blinky the 3-eyed Fish
    • March 2, 2005

14. Ineligible employee allowed to make deferrals

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

15. Attribution...

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

16. 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

17. Using plan assets to pay consulting fees

    By Guest April Smith, February 28, 2005
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • March 1, 2005

18. ADP testing in context of plan spinoff

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

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

    By Lori H, February 24, 2005
    • 5 replies
    • 1.8k views
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    • Tom Poje
    • February 28, 2005

20. 401Ik) deferrals deposited directly to participant's rollover IRA

    By Guest mmc, February 24, 2005
    • 1 reply
    • 1.3k views
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    • austin3515
    • February 28, 2005

21. Time frame for amending Eligibility service Requirement

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

22. Controlled Group and compliance testing

    By Guest Achilles, February 24, 2005
    • 1 reply
    • 1.3k views
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    • austin3515
    • February 25, 2005

23. "earliest retirement date" in QDRO

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

24. Attributable match question...

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

25. 415(c)(3) definition of compensation

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

26. What to do with old clearing account assets?

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

27. SH plan - first year

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

28. 401(k) Testing Question

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

29. 401(k) Investment Options for Very Small Employers

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

30. Non Executed Plan Document

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

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

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

32. HCE definition, re-hire

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

33. 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

34. Partner with no earned income

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

35. 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

36. Other benefits job posting site?

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

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

    By Guest dubya, February 21, 2005
    • 3 replies
    • 2.2k views
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    • Tom Poje
    • February 21, 2005

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

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

39. ACP Testing Under Safe Harbor Plan

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

40. 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

41. Testing - Plan Amendment

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

42. permissive aggregation - 2 plans with different eligibility

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

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

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

44. 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

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

    By Guest Fred Maynard, February 17, 2005
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • February 17, 2005

46. switching employees between common ownership plans

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

47. 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

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

    By Guest greg9876, February 14, 2005
    • 3 replies
    • 1.9k views
    • 
    • QDROphile
    • February 17, 2005

49. 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

50. 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