401(k) Plans

19,367 topics in this forum

1. Amendment due date

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

2. 401(k) to replace Simple IRA

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

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

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

4. Eligibility Question

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

5. 10% Withholding on Corrective Distributions

   By Lori Foresz, February 10, 2005
   • 6 replies
   • 6.3k views
   • 
   • jaemmons
   • February 10, 2005

6. 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

7. Retirement Plan audits for new plans

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

8. Matching contribution question

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

9. Auto rollover on plan terminations

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

10. 1099 reporting

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

11. 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

12. Employer match ACP test - skipped year

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

13. Which Professional Designation?

    By Guest mrjones, January 26, 2005
    • 41 replies
    • 9.2k views
    • 
    • Guest
    • February 9, 2005

14. reducing involuntary cash out - pros & cons

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

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

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

16. Compensation Limit for Match Calculation

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

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

    By Guest MapleUno, February 4, 2005
    • 8 replies
    • 2.6k views
    • 
    • austin3515
    • February 8, 2005

18. 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

19. Notice of elimination of distribution option

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

20. 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

21. 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

22. Correction ADP with part QNEC/part refund

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

23. Key Employees - Top Heavy

    By Guest Shaf, February 1, 2005
    • 6 replies
    • 4.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 4, 2005

24. Inherited 401(K)

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

25. HCE limited in deferrals, looking for alternatives

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

26. 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

27. How old do you have to be?

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

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

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

29. Do I need both?

    By Guest sadieelvis, January 31, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 4, 2005

30. ineligible employee

    By Guest mk2308, February 3, 2005
    • 1 reply
    • 1.6k views
    • 
    • WDIK
    • February 3, 2005

31. Determination of > 5% Owner Status

    By Guest JSCOTT, January 31, 2005
    • 4 replies
    • 3k views
    • 
    • Guest
    • February 3, 2005

32. Loan Repayments on a deemed loan

    By FundeK, February 1, 2005
    • 1 reply
    • 1.4k views
    • 
    • FundeK
    • February 3, 2005

33. Leased employees

    By k man, January 31, 2005
    • 12 replies
    • 3.9k views
    • 
    • Guest
    • February 3, 2005

34. Funky Demutualization Question - Life Insurance Held by a 401(k) Plan

    By Scott, January 28, 2005
    • 6 replies
    • 2.5k views
    • 
    • david rigby
    • February 2, 2005

35. In-Service Transfers

    By Guest psgross, January 31, 2005
    • 8 replies
    • 1.9k views
    • 
    • mbozek
    • February 2, 2005

36. elective deferals for partners

    By Guest trojaninvestor, February 1, 2005
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • February 2, 2005

37. Non-resident aliens

    By Guest Pat Metallic, February 2, 2005
    • 1 reply
    • 1.7k views
    • 
    • JDuns
    • February 2, 2005

38. Getting benefits from TWO Plans and Affiliation issues

    By Guest rtaylor433, February 2, 2005
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • February 2, 2005

39. Top Heavy!

    By Jilliandiz, January 31, 2005
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 1, 2005

40. Defination of age

    By mschwechter, February 1, 2005
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • February 1, 2005

41. What is the biggest reason for not having a Salaried-Only 401(k) plan?

    By Guest perplexed, January 31, 2005
    • 2 replies
    • 1.2k views
    • 
    • JanetM
    • February 1, 2005

42. 401(k) Max

    By Guest sstincone, February 1, 2005
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 1, 2005

43. Include in ADP Test?

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

44. Eligibility & entry date

    By pmacduff, January 31, 2005
    • 5 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 31, 2005

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

    By Guest smstls, January 29, 2005
    • 4 replies
    • 1.6k views
    • 
    • JDuns
    • January 31, 2005

46. Participant Terminated with Sev-pay...

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

47. Vizcaino situation? What do you do?

    By Guest tintree73, January 19, 2005
    • 14 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • January 29, 2005

48. Loan default

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

49. Top Paid Group

    By Guest StoneWalk, January 28, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 28, 2005

50. 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