401(k) Plans

19,389 topics in this forum

1. Safe Harbor plans and Top Heavy

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

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

   By Guest carsonv, February 26, 2004
   • 22 replies
   • 8.9k views
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   • Archimage
   • February 16, 2005

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

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

4. Calculating Gains on Excess Deferrals for failed ADP

   By MBCarey, February 16, 2005
   • 3 replies
   • 3.4k views
   • 
   • MBCarey
   • February 16, 2005

5. 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

6. 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

7. 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

8. Entry Date Exception

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

9. Using my IRA and I'm 26?

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

10. Rollover but not participant

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

11. Investment in investment fund on Foreign stock market

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

12. Over deposits of Safe Harbor Match

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

13. merger: transition rule

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

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

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

15. Excess contributions

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

16. Key Employee Question

    By Guest jefe96, February 11, 2005
    • 8 replies
    • 1.6k views
    • 
    • austin3515
    • February 12, 2005

17. catch ups

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

18. 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

19. HCE definition 1991-2005

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

20. Union Employees in Non-Unon ADP test?

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

21. Matching contributions and Integrated PS

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

22. SEP to 401(k)

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

23. Amendment due date

    By rlb64, February 9, 2005
    • 4 replies
    • 1.7k views
    • 
    • rlb64
    • February 11, 2005

24. 401(k) to replace Simple IRA

    By Guest MrBoldman, February 7, 2005
    • 8 replies
    • 2.8k views
    • 
    • Appleby
    • February 11, 2005

25. DETERMINING HCE'S FOR NEW MEMBER OF CONTROLLED GROUP

    By Lori H, February 10, 2005
    • 1 reply
    • 1.2k views
    • 
    • jquazza
    • February 11, 2005

26. Eligibility Question

    By Guest andmik, February 9, 2005
    • 7 replies
    • 1.6k views
    • 
    • Bird
    • February 10, 2005

27. 10% Withholding on Corrective Distributions

    By Lori Foresz, February 10, 2005
    • 6 replies
    • 6.4k views
    • 
    • jaemmons
    • February 10, 2005

28. Top Heavy Testing - Do you include accrued 401(k) deferrals?

    By Guest dyoder, February 10, 2005
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 10, 2005

29. Retirement Plan audits for new plans

    By Guest willow, February 10, 2005
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • February 10, 2005

30. Matching contribution question

    By Guest gsbanks, February 10, 2005
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • February 10, 2005

31. Auto rollover on plan terminations

    By Guest Do, February 4, 2005
    • 7 replies
    • 2.4k views
    • 
    • mbozek
    • February 9, 2005

32. 1099 reporting

    By k man, February 9, 2005
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 9, 2005

33. HCE in Iraq - Is he in the ADP test

    By Guest annieap1, February 7, 2005
    • 13 replies
    • 2.5k views
    • 
    • could be me maybe not
    • February 9, 2005

34. Employer match ACP test - skipped year

    By legort69, February 9, 2005
    • 1 reply
    • 1.4k views
    • 
    • austin3515
    • February 9, 2005

35. Which Professional Designation?

    By Guest mrjones, January 26, 2005
    • 41 replies
    • 9.4k views
    • 
    • Guest
    • February 9, 2005

36. reducing involuntary cash out - pros & cons

    By Guest maac3, February 2, 2005
    • 9 replies
    • 2.1k views
    • 
    • Kirk Maldonado
    • February 9, 2005

37. Catch-UP. HCE dies before attaining age 50.

    By fiona1, February 8, 2005
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • February 8, 2005

38. Compensation Limit for Match Calculation

    By Guest rgorman, February 8, 2005
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • February 8, 2005

39. Does this vesting schedule and definition of year of service satisfy ERISA requirements?

    By Guest MapleUno, February 4, 2005
    • 8 replies
    • 2.7k views
    • 
    • austin3515
    • February 8, 2005

40. DB plan with a DC provision. Is this weird or what?

    By Guest perplexed, February 1, 2005
    • 7 replies
    • 2k views
    • 
    • g8r
    • February 8, 2005

41. Notice of elimination of distribution option

    By Guest hyper, February 7, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 7, 2005

42. Need Insight on whether or not to withdraw from my 401K

    By Guest frothdog, February 7, 2005
    • 4 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 7, 2005

43. Who knows where I can find a good clean copy of the IRS Model Tax Notice for Qualified Plans? My access is Plan specific only.

    By Guest swhite1, February 7, 2005
    • 1 reply
    • 1.1k views
    • 
    • stevena
    • February 7, 2005

44. Correction ADP with part QNEC/part refund

    By Lori Foresz, February 4, 2005
    • 1 reply
    • 1.7k views
    • 
    • Archimage
    • February 4, 2005

45. Key Employees - Top Heavy

    By Guest Shaf, February 1, 2005
    • 6 replies
    • 4.8k views
    • 
    • Blinky the 3-eyed Fish
    • February 4, 2005

46. Inherited 401(K)

    By Guest KevSId, February 4, 2005
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • February 4, 2005

47. HCE limited in deferrals, looking for alternatives

    By Lori H, February 3, 2005
    • 16 replies
    • 2.7k views
    • 
    • WDIK
    • February 4, 2005

48. Prior Year ACP testing but no match made in prior year

    By Lori Foresz, February 3, 2005
    • 4 replies
    • 1.5k views
    • 
    • wmyer
    • February 4, 2005

49. How old do you have to be?

    By K-t-F, February 3, 2005
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • February 4, 2005

50. Disposition of interest earned on monies withheld from investment transfers

    By Guest sdickson, February 3, 2005
    • 1 reply
    • 1k views
    • 
    • Guest
    • February 4, 2005