401(k) Plans

19,367 topics in this forum

1. Major disaster and hardship withdrawals

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

2. 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

3. Missing Participants and Patriot Act

   By J. Bringhurst, September 27, 2004
   • 26 replies
   • 4.6k views
   • 
   • Belgarath
   • October 7, 2004

4. 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

5. Earnings on Late employee deferral contributions

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

6. Puerto Rico 401K tax rules

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

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

   By Guest Chaffee, October 4, 2004
   • 1 reply
   • 1.7k views
   • 
   • jquazza
   • October 5, 2004

8. Safe Harbor Nonelective Plus Additional Nonelective

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

9. Help ASAP! Former Key Employee Accounts

   By sloble@crowleyfleck.com, October 5, 2004
   • 4 replies
   • 2.3k views
   • 
   • sloble@crowleyfleck.com
   • October 5, 2004

10. Huge unallocated forfeitures on takeover plan

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

11. Forfeitures?

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

12. Incorrect Rollover into 401(k) Plan

    By Guest marie567, February 2, 2002
    • 8 replies
    • 3.4k views
    • 
    • Alf
    • October 2, 2004

13. 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

14. 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
    • 3.3k views
    • 
    • david rigby
    • October 1, 2004

15. Late contribution excise tax

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

16. ADP/ACP Prior Year Method

    By fiona1, September 29, 2004
    • 9 replies
    • 2.8k views
    • 
    • fiona1
    • September 30, 2004

17. Off Calendar Catch-up Question?

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

18. Catch up Match

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

19. Excess matching contributions

    By Guest ERISA_kid, September 30, 2004
    • 1 reply
    • 1.7k views
    • 
    • Brian Gallagher
    • September 30, 2004

20. Can a 401(k) account be segregated into 2 IRA accounts for the purposes of segregating the pre-tax and after-tax dollars?

    By Guest need help, September 29, 2004
    • 14 replies
    • 2.9k views
    • 
    • jevd
    • September 30, 2004

21. Dentist with Multiple Corporations

    By DP, September 29, 2004
    • 4 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • September 29, 2004

22. Match on Excess Contribs that are Recharacterized as Catch-up

    By Guest Giovanni, September 29, 2004
    • 4 replies
    • 2.1k views
    • 
    • david rigby
    • September 29, 2004

23. Paying off a deemed loan (while still employed)

    By Brian Gallagher, September 29, 2004
    • 5 replies
    • 2.1k views
    • 
    • Brian Gallagher
    • September 29, 2004

24. Excess Annual Additions

    By fiona1, September 29, 2004
    • 0 replies
    • 982 views
    • 
    • fiona1
    • September 29, 2004

25. ADP Test in Plan Termination Year

    By Guest Giovanni, September 28, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 29, 2004

26. Can QNEC be used to pass ACP

    By Lori Foresz, September 28, 2004
    • 3 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 29, 2004

27. Hardships Not Allowed From Safe Harbor Plans

    By sdix401k, September 28, 2004
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • September 29, 2004

28. safe harbor hardships from deferrals

    By k man, September 28, 2004
    • 4 replies
    • 1.9k views
    • 
    • R. Butler
    • September 28, 2004

29. Match Eligibility

    By Lori Foresz, September 27, 2004
    • 0 replies
    • 1.2k views
    • 
    • Lori Foresz
    • September 27, 2004

30. Why can't you impute disparity to QNEC's?

    By austin3515, September 27, 2004
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • September 27, 2004

31. Is it possible to have an account distributed while waiting for divorce proceedings to start

    By Guest jkrad, September 24, 2004
    • 3 replies
    • 1.3k views
    • 
    • GBurns
    • September 25, 2004

32. Please help: K-1 Info:

    By Guest tintree73, September 23, 2004
    • 9 replies
    • 1.9k views
    • 
    • jquazza
    • September 24, 2004

33. Loan overpayments - What do you do ?

    By Guest hyper, August 13, 2004
    • 15 replies
    • 12.8k views
    • 
    • R. Butler
    • September 24, 2004

34. HCE Rate Groups

    By FJR, September 23, 2004
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 24, 2004

35. Top Heavy Minimum Contributions

    By Guest sritts, September 24, 2004
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • September 24, 2004

36. Rollover of after-tax

    By FundeK, September 23, 2004
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • September 24, 2004

37. Stupid Questions - Catch-Ups

    By Guest Chaffee, September 21, 2004
    • 8 replies
    • 1.6k views
    • 
    • QDROphile
    • September 24, 2004

38. Asset Acquisition / Leased Service / Subsequent Hire

    By Guest Chaffee, September 21, 2004
    • 3 replies
    • 1.4k views
    • 
    • mbozek
    • September 23, 2004

39. Due date for top-heavy minimum

    By Guest mol, September 23, 2004
    • 2 replies
    • 2.1k views
    • 
    • mbozek
    • September 23, 2004

40. EAPs and 401(k)s

    By Guest qualified plan, September 22, 2004
    • 10 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • September 23, 2004

41. Prhibited Transaction

    By Guest TrustMe401k, September 23, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • September 23, 2004

42. Temporary Employee Hired Full-Time

    By austin3515, September 22, 2004
    • 4 replies
    • 2.6k views
    • 
    • mbozek
    • September 23, 2004

43. Excess Contributions - Deduction and return of money question

    By Guest JVH, September 23, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 23, 2004

44. top 20%

    By Guest greggi39, September 22, 2004
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • September 22, 2004

45. Investment Policy Statement

    By Guest jkrad, September 22, 2004
    • 2 replies
    • 1.3k views
    • 
    • Jon Chambers
    • September 22, 2004

46. Why is there the three month rule for Safe Harbor Plans

    By Guest kijiba, September 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • wmyer
    • September 22, 2004

47. To What Extent Must a Match be Disclosed in the Annual Safe Harbor Notice Where the Employer is Using the QNEC to Meet the Safe Harbor Requirements?

    By Guest Robin S. Vatalaro, September 21, 2004
    • 4 replies
    • 1.7k views
    • 
    • Tom Poje
    • September 22, 2004

48. Interpretation of Entry Date - First Payroll

    By Guest Chaffee, September 3, 2004
    • 5 replies
    • 2k views
    • 
    • Guest
    • September 22, 2004

49. Puerto Rico QDRO?

    By Guest ScarletKnight, September 21, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • September 21, 2004

50. deposit overages

    By Guest mk2308, September 20, 2004
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • September 21, 2004