401(k) Plans

19,275 topics in this forum

1. Can't afford Safe Harbor Contributions?

   By Jilliandiz, October 22, 2004
   • 3 replies
   • 1.8k views
   • 
   • Tom Poje
   • October 28, 2004

2. Distribution Overpayment & help finding court cases.

   By FundeK, October 27, 2004
   • 1 reply
   • 1.8k views
   • 
   • KJohnson
   • October 27, 2004

3. Correcting an excess contribution for a participant

   By Guest Judy S, October 25, 2004
   • 7 replies
   • 2.7k views
   • 
   • Belgarath
   • October 27, 2004

4. New Plan or Restatement?

   By Guest steve55, October 26, 2004
   • 11 replies
   • 2.9k views
   • 
   • Guest
   • October 27, 2004

5. Weird issue with fund group

   By stevena, October 26, 2004
   • 4 replies
   • 1.4k views
   • 
   • stevena
   • October 27, 2004

6. Automatic Enrollment Elections and Rehired Participants

   By Guest aclark3, October 26, 2004
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • October 26, 2004

7. Disregarding Rollovers

   By Guest EBBeginner, October 26, 2004
   • 2 replies
   • 1.2k views
   • 
   • Appleby
   • October 26, 2004

8. Find a participant

   By Guest Alwaysthinking, January 16, 2004
   • 7 replies
   • 1.8k views
   • 
   • Brian Gallagher
   • October 26, 2004

9. Risk in accepting a loan payoff (pre-tax) for a loan that should have been deemed?

   By FundeK, October 25, 2004
   • 7 replies
   • 1.7k views
   • 
   • Guest
   • October 26, 2004

10. Participant choosing to have loan deemed, Issues?

    By FundeK, October 22, 2004
    • 9 replies
    • 1.8k views
    • 
    • QDROphile
    • October 25, 2004

11. Sahe Harbor 401(k) and Top Heavy

    By buckaroo, October 25, 2004
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • October 25, 2004

12. Not-for-profit controlled group?

    By Guest jim williams, October 22, 2004
    • 2 replies
    • 2.4k views
    • 
    • GBurns
    • October 23, 2004

13. HCE Limitations

    By Jilliandiz, October 21, 2004
    • 10 replies
    • 2.6k views
    • 
    • jquazza
    • October 23, 2004

14. Buy-back of forfeited amount

    By Brian Gallagher, April 17, 2003
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • October 22, 2004

15. IRS SPECIAL NEWSLETTER RE: Model Amendment for Automatic Rollovers, COLAs and other stuff

    By jevd, October 22, 2004
    • 0 replies
    • 936 views
    • 
    • jevd
    • October 22, 2004

16. No Beneficiary Statement

    By Guest Michael Anderson, October 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2004

17. Hardship Withdrawal

    By Guest scparlee, October 22, 2004
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 22, 2004

18. Successor Plan

    By Guest jim williams, October 20, 2004
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • October 22, 2004

19. Match contribution with no definite formula

    By Guest At Peace, October 20, 2004
    • 8 replies
    • 2.1k views
    • 
    • WDIK
    • October 21, 2004

20. 4K Safe Harbor Match Plan Termination

    By mschwechter, October 20, 2004
    • 4 replies
    • 1.5k views
    • 
    • mschwechter
    • October 21, 2004

21. Maybe it's because my brain is fried from October 15th, but I can't get my head around this off calendar plan question.

    By Guest smhjr, October 15, 2004
    • 7 replies
    • 1.6k views
    • 
    • mbozek
    • October 21, 2004

22. 2005 Limits

    By Brian Gallagher, October 20, 2004
    • 4 replies
    • 1.4k views
    • 
    • david rigby
    • October 20, 2004

23. ADP testing and controlled groups

    By Guest Rocky, October 20, 2004
    • 3 replies
    • 1k views
    • 
    • Tom Poje
    • October 20, 2004

24. 401a plan termination notice

    By Guest byoung, October 20, 2004
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • October 20, 2004

25. Can you have a SEP Plan and a 401(k) Safe Harbor Profit Sharing Plan and be a Sole Proprietor Company?

    By Jilliandiz, October 20, 2004
    • 0 replies
    • 1.1k views
    • 
    • Jilliandiz
    • October 20, 2004

26. Puerto Rican Plan

    By Guest ERISAcatNraleigh, October 20, 2004
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • October 20, 2004

27. Deadline for amending plan document to switch current / prior year ADP

    By MWeddell, April 15, 2002
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • October 20, 2004

28. Terminated Participant Was OverpaidHow Do We "Retrieve" the Overpayment?

    By Guest annieap1, October 15, 2004
    • 12 replies
    • 5.9k views
    • 
    • mbozek
    • October 19, 2004

29. NEw Comp Deemed CODA Issue

    By austin3515, October 18, 2004
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • October 19, 2004

30. Terminated plan with small forfeiture balance

    By Guest rmyoung, October 19, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 19, 2004

31. de minimus amounts

    By Guest mk2308, August 26, 2004
    • 17 replies
    • 16.4k views
    • 
    • FundeK
    • October 19, 2004

32. Match and First $205,000

    By Guest CMcCull, October 5, 2004
    • 19 replies
    • 3.2k views
    • 
    • jquazza
    • October 18, 2004

33. 415(c) Limit - post-tax?

    By Guest BPC, October 18, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 18, 2004

34. Leased Employee

    By Guest mol, October 14, 2004
    • 10 replies
    • 4.6k views
    • 
    • alanm
    • October 18, 2004

35. Annual Notice of Catch-Up Eligibility?

    By Guest ghutto, October 14, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 18, 2004

36. Can anyone help with proposed SPD language? - re: automatic 401(k) enrollment

    By ERISAatty, October 15, 2004
    • 6 replies
    • 1.8k views
    • 
    • g8r
    • October 16, 2004

37. Off Calendar Plan Year

    By MBCarey, October 14, 2004
    • 3 replies
    • 1.7k views
    • 
    • jquazza
    • October 15, 2004

38. Fee Disclosure - When a plan converts to a new provider and the fee structure changes from sponsor paid to participant paid .......

    By Guest Why, October 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • October 15, 2004

39. Safe Harbor Match - Is required funding every 3 mo. period

    By Guest Kconsultant, October 14, 2004
    • 2 replies
    • 1.5k views
    • 
    • maverick
    • October 14, 2004

40. Broker/Consultant/RIA Fees

    By Guest jhilliard, October 11, 2004
    • 2 replies
    • 1.5k views
    • 
    • alanm
    • October 14, 2004

41. Plan to Plan Transfer

    By Guest mmc, October 12, 2004
    • 5 replies
    • 1.8k views
    • 
    • Bird
    • October 14, 2004

42. Testing Issues(?) different eligibiltiy for 401k and SH match

    By Brian Gallagher, October 14, 2004
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • October 14, 2004

43. Loan Payment Suspension While On Maternity Leave

    By Guest ChopperPilot, October 13, 2004
    • 4 replies
    • 12.9k views
    • 
    • Brian Gallagher
    • October 14, 2004

44. ACP/ADP testing needed in safe harbor plan?

    By Guest lhinson, October 12, 2004
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • October 14, 2004

45. Hurricane Relief?

    By Brenda Wren, October 14, 2004
    • 0 replies
    • 1.1k views
    • 
    • Brenda Wren
    • October 14, 2004

46. Conversion Blackout Ends Sooner - New Notice Required?

    By Guest JimJ, October 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • October 13, 2004

47. An Employer has two separate Plans a Profit Sharing Plan and a Money Purchase Pension Plan. The owner is the only participant in each Plan. Wants only one Plan.

    By Guest ROB VIDOVICH, October 12, 2004
    • 6 replies
    • 1.7k views
    • 
    • Bird
    • October 13, 2004

48. Short Plan Year - contribution timing?

    By Guest Michael Anderson, October 12, 2004
    • 0 replies
    • 882 views
    • 
    • Guest
    • October 12, 2004

49. Can brothers use Uni-(k)?

    By Guest Commuter Rex, October 12, 2004
    • 3 replies
    • 1.1k views
    • 
    • Appleby
    • October 12, 2004

50. Prior Year ADP testing - No eligible NHCEs in prior year

    By Guest Gary Rouse, October 9, 2004
    • 12 replies
    • 4.1k views
    • 
    • Tom Poje
    • October 12, 2004