401(k) Plans

19,299 topics in this forum

1. 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

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

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

3. NEw Comp Deemed CODA Issue

   By austin3515, October 18, 2004
   • 3 replies
   • 1.8k views
   • 
   • WDIK
   • October 19, 2004

4. Terminated plan with small forfeiture balance

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

5. de minimus amounts

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

6. Match and First $205,000

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

7. 415(c) Limit - post-tax?

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

8. Leased Employee

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

9. Annual Notice of Catch-Up Eligibility?

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

10. 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

11. Off Calendar Plan Year

    By MBCarey, October 14, 2004
    • 3 replies
    • 1.8k views
    • 
    • jquazza
    • October 15, 2004

12. 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

13. 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

14. Broker/Consultant/RIA Fees

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

15. Plan to Plan Transfer

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

16. 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

17. Loan Payment Suspension While On Maternity Leave

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

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

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

19. Hurricane Relief?

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

20. 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

21. 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

22. Short Plan Year - contribution timing?

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

23. Can brothers use Uni-(k)?

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

24. 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

25. Spin Off Help.

    By Guest buxbaum2, October 9, 2004
    • 2 replies
    • 1.4k views
    • 
    • mbozek
    • October 11, 2004

26. Leased Employees Excluded from Safe Harbor 401(k) Plan?

    By Guest SCUDDESLER, October 11, 2004
    • 3 replies
    • 2.3k views
    • 
    • mbozek
    • October 11, 2004

27. Cross Tested Plan w. Safe Harbor Feature

    By Guest ChopperPilot, October 11, 2004
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • October 11, 2004

28. Replacing one 401(k) plan with another

    By Santo Gold, October 8, 2004
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • October 11, 2004

29. Plan Document vs. Union Agreement?

    By Guest Chaffee, October 9, 2004
    • 4 replies
    • 1.4k views
    • 
    • GBurns
    • October 10, 2004

30. Rollover of Participant Loans...Need New Notes?

    By Randy Watson, October 8, 2004
    • 0 replies
    • 927 views
    • 
    • Randy Watson
    • October 8, 2004

31. Aggregation of plans for top heavy

    By Guest DJB, October 8, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 8, 2004

32. definition of compensation for 401(k) safe harbor plans

    By Guest Jane Freeman, October 7, 2004
    • 4 replies
    • 2.4k views
    • 
    • Lori Friedman
    • October 8, 2004

33. Major disaster and hardship withdrawals

    By Guest PSHowell, October 7, 2004
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • October 8, 2004

34. setting up ret. plan for client -- does participation in multiple employer plan mean that client's plan is not a "new" plan?

    By maverick, October 6, 2004
    • 1 reply
    • 1.2k views
    • 
    • alanm
    • October 7, 2004

35. Missing Participants and Patriot Act

    By J. Bringhurst, September 27, 2004
    • 26 replies
    • 4.5k views
    • 
    • Belgarath
    • October 7, 2004

36. 401k transfer to IRA Account while still with company.

    By Guest pingilipkr, September 30, 2004
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 6, 2004

37. Earnings on Late employee deferral contributions

    By Guest psgross, October 6, 2004
    • 1 reply
    • 1k views
    • 
    • Harwood
    • October 6, 2004

38. Puerto Rico 401K tax rules

    By Guest tellid, October 5, 2004
    • 1 reply
    • 2.9k views
    • 
    • MWeddell
    • October 6, 2004

39. Combined Testing for 410(b) and ADP/ACP

    By Guest Chaffee, October 4, 2004
    • 1 reply
    • 1.6k views
    • 
    • jquazza
    • October 5, 2004

40. Safe Harbor Nonelective Plus Additional Nonelective

    By austin3515, September 24, 2004
    • 33 replies
    • 5.5k views
    • 
    • Kevin C
    • October 5, 2004

41. Help ASAP! Former Key Employee Accounts

    By sloble@crowleyfleck.com, October 5, 2004
    • 4 replies
    • 2.2k views
    • 
    • sloble@crowleyfleck.com
    • October 5, 2004

42. Huge unallocated forfeitures on takeover plan

    By Brenda Wren, July 2, 2004
    • 6 replies
    • 2.5k views
    • 
    • Brenda Wren
    • October 5, 2004

43. Forfeitures?

    By Guest mrilao, September 23, 2004
    • 3 replies
    • 1.6k views
    • 
    • FundeK
    • October 5, 2004

44. Incorrect Rollover into 401(k) Plan

    By Guest marie567, February 2, 2002
    • 8 replies
    • 3.3k views
    • 
    • Alf
    • October 2, 2004

45. Automatic rollovers: safe or non-safe?

    By E as in ERISA, September 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • sloble@crowleyfleck.com
    • October 1, 2004

46. Can an employer that has both union and non-union employees allow all to join one plan?

    By Guest Why, October 1, 2004
    • 4 replies
    • 3.2k views
    • 
    • david rigby
    • October 1, 2004

47. Late contribution excise tax

    By Guest FAQ, September 30, 2004
    • 1 reply
    • 1.4k views
    • 
    • RCK
    • September 30, 2004

48. ADP/ACP Prior Year Method

    By fiona1, September 29, 2004
    • 9 replies
    • 2.7k views
    • 
    • fiona1
    • September 30, 2004

49. Off Calendar Catch-up Question?

    By Guest KD40, September 21, 2004
    • 1 reply
    • 1.1k views
    • 
    • FundeK
    • September 30, 2004

50. Catch up Match

    By Guest Aspencer, September 30, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 30, 2004