401(k) Plans

19,275 topics in this forum

1. Employer Match to 3% Safe Harbor

   By Guest mpark, November 24, 2004
   • 4 replies
   • 1.5k views
   • 
   • Archimage
   • November 29, 2004

2. Does this 401k get a new plan sequence number?

   By Guest steve55, November 24, 2004
   • 4 replies
   • 7.9k views
   • 
   • actuarysmith
   • November 30, 2004

3. non calendar year adp test/catch up

   By Guest LoloV, November 24, 2004
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • November 24, 2004

4. ADP/ACP Safe Harbor Problem

   By Archimage, November 24, 2004
   • 1 reply
   • 1.1k views
   • 
   • austin3515
   • November 24, 2004

5. Existing Sep, add SoloK, Possible Controlled group

   By K-t-F, November 23, 2004
   • 4 replies
   • 1.4k views
   • 
   • Appleby
   • November 24, 2004

6. Vesting Question - Rehired after Partial Termination of Plan

   By Guest J&D, November 23, 2004
   • 1 reply
   • 1.2k views
   • 
   • Alf
   • November 23, 2004

7. Former 1099 Employee

   By DP, November 23, 2004
   • 2 replies
   • 2k views
   • 
   • DP
   • November 23, 2004

8. First year of company and HCE determination

   By Guest smhjr, November 22, 2004
   • 1 reply
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • November 22, 2004

9. 401(k) contributions and FICA

   By Santo Gold, November 22, 2004
   • 3 replies
   • 2.3k views
   • 
   • wmyer
   • November 22, 2004

10. Hardship Withdrawals and documentation

    By Guest jmetro, November 22, 2004
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 22, 2004

11. top paid group election - administrative or document election

    By Earl, November 22, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 22, 2004

12. Bottom-up QNEC's & IRS Warning on Discriminatory Practices

    By Gruegen, November 22, 2004
    • 2 replies
    • 1.7k views
    • 
    • MWeddell
    • November 23, 2004

13. Fired, how long before received 401k?

    By Guest thestudent, November 20, 2004
    • 3 replies
    • 1.3k views
    • 
    • RCK
    • November 22, 2004

14. Going Union, what to do with the existing 401K

    By Guest jblanscett, November 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • November 19, 2004

15. Date of amendment to add safe harbor 401(k)

    By MarZDoates, November 19, 2004
    • 1 reply
    • 951 views
    • 
    • wmyer
    • November 19, 2004

16. How is a Partnership deduction taken?

    By Guest steve55, November 19, 2004
    • 1 reply
    • 1.3k views
    • 
    • Lori Friedman
    • November 19, 2004

17. Safe Harbor for Controlled Group

    By Guest Suanne, November 19, 2004
    • 1 reply
    • 975 views
    • 
    • Blinky the 3-eyed Fish
    • November 19, 2004

18. Party in interest question

    By k man, November 19, 2004
    • 3 replies
    • 1.5k views
    • 
    • k man
    • November 22, 2004

19. Aggregating plans of the employer for 401(k) testing

    By Guest R. Daestrom, November 19, 2004
    • 12 replies
    • 2.2k views
    • 
    • JanetM
    • November 22, 2004

20. Coverage change and adp testing

    By Guest cosmo1215, November 19, 2004
    • 0 replies
    • 942 views
    • 
    • Guest
    • November 19, 2004

21. Creating ability to make 401K contribution

    By Guest forohonek, November 18, 2004
    • 34 replies
    • 4.3k views
    • 
    • GBurns
    • December 18, 2004

22. QNEC and integrated plan

    By Guest padmin, November 18, 2004
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • November 22, 2004

23. Elig EE not given opportunity to defer

    By doombuggy, November 18, 2004
    • 3 replies
    • 1.2k views
    • 
    • Alf
    • November 19, 2004

24. off calendar year

    By FJR, November 18, 2004
    • 4 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • November 18, 2004

25. 401k Multiple Entry Dates and Top Heavy Plans

    By perkinsran, November 18, 2004
    • 3 replies
    • 1.4k views
    • 
    • perkinsran
    • November 18, 2004

26. QDRO Administration

    By austin3515, November 18, 2004
    • 5 replies
    • 2k views
    • 
    • QDROphile
    • November 18, 2004

27. Sole Proprietor - Late Deferral Contributions

    By Guest revier, November 18, 2004
    • 1 reply
    • 1.2k views
    • 
    • austin3515
    • November 18, 2004

28. Are ER paid settlements plan compensation?

    By Lori Foresz, November 17, 2004
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • November 18, 2004

29. Small Business Tax Credit

    By Guest KeithinClev, November 17, 2004
    • 1 reply
    • 990 views
    • 
    • Bird
    • November 18, 2004

30. excluding hourly employees and HCE's. different opinions, who's right

    By Guest Greg W, November 17, 2004
    • 6 replies
    • 3k views
    • 
    • Guest
    • November 18, 2004

31. Tax Year and Plan Year Off - Switching (Short year contributions?)

    By Guest Michael Anderson, November 17, 2004
    • 1 reply
    • 1.1k views
    • 
    • jaemmons
    • November 18, 2004

32. Top Heavy Issue

    By Guest wjr, November 17, 2004
    • 3 replies
    • 1.6k views
    • 
    • BG5150
    • November 23, 2021

33. Max out Safe Harbor 401(k) Profit Sharing Plan for 2005

    By Guest tgraham, November 17, 2004
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • November 17, 2004

34. Union & Non-Union Employees

    By Guest Sara H, November 16, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 18, 2004

35. How to pay death benefit to a foreign beneficiary?

    By Guest Do, November 16, 2004
    • 33 replies
    • 15.6k views
    • 
    • jquazza
    • December 17, 2004

36. Safe Harbor 401(k) and After Tax $

    By Guest hyper, November 16, 2004
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • November 16, 2004

37. BRF - multiple vesting schedules

    By jaemmons, November 16, 2004
    • 7 replies
    • 2.7k views
    • 
    • jaemmons
    • November 18, 2004

38. How to Discuss Interpretation Issue with IRS?

    By Guest Chaffee, November 15, 2004
    • 7 replies
    • 1.4k views
    • 
    • Alf
    • November 17, 2004

39. ineligible employee deferring

    By Guest quinn the car fixer, November 15, 2004
    • 2 replies
    • 1k views
    • 
    • Archimage
    • November 15, 2004

40. Eligibility for deferrals and safe harbor match - brain freeze & need a hand

    By Guest Ducks, November 12, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 12, 2004

41. "Changing" companies, opportunity to move 401K to IRA?

    By Guest Carl C, November 11, 2004
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • November 12, 2004

42. MPP/PS Old Style Combo

    By Guest PAINPA, November 10, 2004
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 11, 2004

43. Successor 401(k) Plan

    By mschwechter, November 10, 2004
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • November 10, 2004

44. USERRA: Compensation used to determine HCE status

    By Guest IU1994, November 10, 2004
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • November 10, 2004

45. non-elective safe harbor contribution

    By thepensionmaven, November 10, 2004
    • 2 replies
    • 1.1k views
    • 
    • Bird
    • November 11, 2004

46. Top Heavy Aggregation

    By KJohnson, November 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Belgarath
    • November 10, 2004

47. Paying expenses from the Plan for daily valuation recordkeeper search

    By Guest DeePA, November 9, 2004
    • 4 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • November 15, 2004

48. 415 limit for limitation year that is not a calendar year

    By Guest terryh123, November 9, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 9, 2004

49. Terminating a one person 401-k

    By Guest Bob Monte, November 9, 2004
    • 16 replies
    • 3.9k views
    • 
    • Bird
    • November 13, 2004

50. SCP - Past 2 year period. What now?

    By fiona1, November 9, 2004
    • 6 replies
    • 1.6k views
    • 
    • mbozek
    • November 9, 2004