401(k) Plans

19,451 topics in this forum

1. Safe harbor match started mid-year.

   By Guest revier, November 9, 2004
   • 0 replies
   • 992 views
   • 
   • Guest
   • November 9, 2004

2. Semi-annual entry allows exclusion of 1 year employee?

   By Guest Commuter Rex, November 5, 2004
   • 7 replies
   • 2.2k views
   • 
   • Bird
   • November 6, 2004

3. Safe Harbor Match

   By FJR, November 5, 2004
   • 1 reply
   • 1.1k views
   • 
   • Tinman
   • November 5, 2004

4. Contributions to money purchase and profit sharing plans

   By Guest Theresa, November 23, 1999
   • 10 replies
   • 2k views
   • 
   • jquazza
   • November 5, 2004

5. I have a client who is trying to clean up their plan and force out any ex-employees balances to save administration costs.

   By Guest Why, November 5, 2004
   • 4 replies
   • 1.3k views
   • 
   • mbozek
   • November 5, 2004

6. I have a client who utilizes top paid group election for HCE determination.

   By Guest Why, November 2, 2004
   • 12 replies
   • 3.2k views
   • 
   • Alf
   • November 5, 2004

7. Self-employed one-person 401(k)

   By Guest Judy S, November 4, 2004
   • 4 replies
   • 1.4k views
   • 
   • mbozek
   • November 4, 2004

8. Repayment of Loan Upon Termination

   By Guest MicheleCaldwell, November 4, 2004
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • November 4, 2004

9. Automatic Rollovers

   By Gruegen, October 18, 2004
   • 13 replies
   • 3.4k views
   • 
   • g8r
   • November 4, 2004

10. 401(k) Loan balances in Plan termination

    By Guest tgraham, November 2, 2004
    • 8 replies
    • 4.3k views
    • 
    • QDROphile
    • November 4, 2004

11. Doctors' Wives & 401k

    By DP, November 2, 2004
    • 8 replies
    • 1.8k views
    • 
    • DP
    • November 3, 2004

12. 401K for Dummies - How much can I put in?

    By Guest fsutaylor31, October 27, 2004
    • 2 replies
    • 4.1k views
    • 
    • Guest
    • November 3, 2004

13. Charging Distribution Fee to the participant

    By ErisaGeek, November 2, 2004
    • 2 replies
    • 1.3k views
    • 
    • ErisaGeek
    • November 2, 2004

14. 401(a)9 - Required Minimum Distribution for 5% Business Owner

    By Guest sbrownlow, October 29, 2004
    • 15 replies
    • 4.7k views
    • 
    • Blinky the 3-eyed Fish
    • November 2, 2004

15. Confusion over matching contributions on payroll basis.

    By Guest IanHanson, November 1, 2004
    • 4 replies
    • 2k views
    • 
    • Archimage
    • November 2, 2004

16. Late Deferrals and VFCP/Form 5330

    By J. Bringhurst, October 27, 2004
    • 6 replies
    • 3.1k views
    • 
    • J. Bringhurst
    • November 1, 2004

17. Loan default in Safe Harbor Source

    By Guest EPC, October 29, 2004
    • 1 reply
    • 1.5k views
    • 
    • FundeK
    • November 1, 2004

18. Controll group, average benefit test, and ADP test

    By Guest cxs, November 1, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2004

19. 401(k) Plan Loans -- Exclude ER securities

    By Guest justbe, November 1, 2004
    • 1 reply
    • 1.2k views
    • 
    • Brian Gallagher
    • November 1, 2004

20. Partnership and Definition of Compensation

    By sloble@crowleyfleck.com, October 26, 2004
    • 5 replies
    • 2.1k views
    • 
    • jquazza
    • October 29, 2004

21. DOL Litigation on Late Deposits

    By Archimage, October 29, 2004
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • October 29, 2004

22. safe harbor plan in controlled group

    By Guest LoloV, October 18, 2004
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • October 29, 2004

23. Discontinuing a non-elective safe harbor contribution

    By Guest Sponias, October 28, 2004
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • October 29, 2004

24. Primary Residence Loans

    By Guest Julie, October 28, 2004
    • 1 reply
    • 2.6k views
    • 
    • Harwood
    • October 29, 2004

25. Matching employee after-tax contributions in a Safe Harbor plan

    By Guest koolkidd, October 28, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • October 28, 2004

26. Fiscal year 401K for LLC

    By Guest TOM HANCOCK, October 28, 2004
    • 4 replies
    • 1.6k views
    • 
    • R. Butler
    • October 28, 2004

27. Can't afford Safe Harbor Contributions?

    By Jilliandiz, October 22, 2004
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • October 28, 2004

28. Distribution Overpayment & help finding court cases.

    By FundeK, October 27, 2004
    • 1 reply
    • 1.9k views
    • 
    • KJohnson
    • October 27, 2004

29. Correcting an excess contribution for a participant

    By Guest Judy S, October 25, 2004
    • 7 replies
    • 3.1k views
    • 
    • Belgarath
    • October 27, 2004

30. New Plan or Restatement?

    By Guest steve55, October 26, 2004
    • 11 replies
    • 3.1k views
    • 
    • Guest
    • October 27, 2004

31. Weird issue with fund group

    By stevena, October 26, 2004
    • 4 replies
    • 1.5k views
    • 
    • stevena
    • October 27, 2004

32. Automatic Enrollment Elections and Rehired Participants

    By Guest aclark3, October 26, 2004
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • October 26, 2004

33. Disregarding Rollovers

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

34. Find a participant

    By Guest Alwaysthinking, January 16, 2004
    • 7 replies
    • 1.9k views
    • 
    • Brian Gallagher
    • October 26, 2004

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

    By FundeK, October 25, 2004
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • October 26, 2004

36. Participant choosing to have loan deemed, Issues?

    By FundeK, October 22, 2004
    • 9 replies
    • 1.9k views
    • 
    • QDROphile
    • October 25, 2004

37. Sahe Harbor 401(k) and Top Heavy

    By buckaroo, October 25, 2004
    • 3 replies
    • 1.6k views
    • 
    • E as in ERISA
    • October 25, 2004

38. Not-for-profit controlled group?

    By Guest jim williams, October 22, 2004
    • 2 replies
    • 2.5k views
    • 
    • GBurns
    • October 23, 2004

39. HCE Limitations

    By Jilliandiz, October 21, 2004
    • 10 replies
    • 2.8k views
    • 
    • jquazza
    • October 23, 2004

40. Buy-back of forfeited amount

    By Brian Gallagher, April 17, 2003
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • October 22, 2004

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

    By jevd, October 22, 2004
    • 0 replies
    • 1k views
    • 
    • jevd
    • October 22, 2004

42. No Beneficiary Statement

    By Guest Michael Anderson, October 22, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • October 22, 2004

43. Hardship Withdrawal

    By Guest scparlee, October 22, 2004
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • October 22, 2004

44. Successor Plan

    By Guest jim williams, October 20, 2004
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • October 22, 2004

45. Match contribution with no definite formula

    By Guest At Peace, October 20, 2004
    • 8 replies
    • 2.3k views
    • 
    • WDIK
    • October 21, 2004

46. 4K Safe Harbor Match Plan Termination

    By mschwechter, October 20, 2004
    • 4 replies
    • 1.6k views
    • 
    • mschwechter
    • October 21, 2004

47. 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
    • 1.7k views
    • 
    • mbozek
    • October 21, 2004

48. 2005 Limits

    By Brian Gallagher, October 20, 2004
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • October 20, 2004

49. ADP testing and controlled groups

    By Guest Rocky, October 20, 2004
    • 3 replies
    • 1.1k views
    • 
    • Tom Poje
    • October 20, 2004

50. 401a plan termination notice

    By Guest byoung, October 20, 2004
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • October 20, 2004