401(k) Plans

19,319 topics in this forum

1. Omitted employee's contribution for last year and 8 months. How do we handle this?

   By Guest Dave Flora, September 2, 2004
   • 8 replies
   • 2k views
   • 
   • RCK
   • September 3, 2004

2. $26,000 Market adjustment on a fixed account at surrender of annuity

   By Jim Chad, September 2, 2004
   • 3 replies
   • 2.4k views
   • 
   • MGB
   • September 2, 2004

3. Termination of 401(h) plan- not sure how to distribute 401(h) assets

   By Guest schneiderdowns, September 2, 2004
   • 1 reply
   • 1.5k views
   • 
   • jquazza
   • September 2, 2004

4. Does anyone have a one to two page marketing document for selling safe Harbor plan design?

   By Guest jhilliard, September 1, 2004
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • September 2, 2004

5. Spousal consent forgery

   By austin3515, September 2, 2004
   • 3 replies
   • 2k views
   • 
   • E as in ERISA
   • September 2, 2004

6. Profit Sharing Contribution

   By Guest mol, September 1, 2004
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • September 2, 2004

7. QDRO: Participant has an outstanding loan

   By Guest mmc, September 1, 2004
   • 2 replies
   • 5.6k views
   • 
   • QDROphile
   • September 2, 2004

8. Notice of optional form of benefit elimination

   By Guest hyper, March 25, 2004
   • 4 replies
   • 1.6k views
   • 
   • Lynn Campbell
   • September 1, 2004

9. Plan Assets - Sole Proprietors

   By Guest jeffline, September 1, 2004
   • 6 replies
   • 2k views
   • 
   • mbozek
   • September 1, 2004

10. Short Initial Plan Year

    By Lori Foresz, August 30, 2004
    • 2 replies
    • 1.8k views
    • 
    • rlb64
    • September 1, 2004

11. Include Puerto Rican residents in plan testing?

    By Guest rchambers, September 6, 2000
    • 13 replies
    • 5.2k views
    • 
    • Harwood
    • August 31, 2004

12. bottom up qmac

    By eilano, August 31, 2004
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • August 31, 2004

13. One Person 401(k) Plan...Not a Simple Plan?

    By Jilliandiz, August 30, 2004
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • August 31, 2004

14. Puerto Rico Participants

    By Guest Lucie, February 12, 2000
    • 2 replies
    • 2.4k views
    • 
    • MWeddell
    • August 31, 2004

15. In service withdrawls and rollovers

    By Guest Bob Monte, August 30, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • August 30, 2004

16. Conditional Adoption of Plan

    By Randy Watson, August 30, 2004
    • 1 reply
    • 1.5k views
    • 
    • jquazza
    • August 30, 2004

17. incorrect social secutity number

    By k man, July 26, 2004
    • 25 replies
    • 13.1k views
    • 
    • WDIK
    • August 30, 2004

18. 5% Owner Definition - Key Employee

    By MarZDoates, August 30, 2004
    • 2 replies
    • 2.6k views
    • 
    • MarZDoates
    • August 30, 2004

19. SPD Distribution

    By Guest benefitsanalyst, August 24, 2004
    • 3 replies
    • 1.8k views
    • 
    • alanm
    • August 30, 2004

20. Excess Deferral Discovered after April 15th

    By Guest platte1, August 27, 2004
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • August 30, 2004

21. valid exclusion

    By k man, August 27, 2004
    • 7 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • August 27, 2004

22. New Entity General Testing

    By Blinky the 3-eyed Fish, August 27, 2004
    • 0 replies
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • August 27, 2004

23. Timing of forfeiture use

    By Guest tman265, August 26, 2004
    • 10 replies
    • 3.3k views
    • 
    • WDIK
    • August 27, 2004

24. FOREIGN BASED EMPLOYEES

    By Guest padmin, August 27, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 27, 2004

25. Contribution Payment Method Requirements

    By Guest cdplambeck, August 27, 2004
    • 2 replies
    • 1.1k views
    • 
    • TBob
    • August 27, 2004

26. Leased Employee?

    By Guest ircreader, August 26, 2004
    • 3 replies
    • 1.8k views
    • 
    • GBurns
    • August 27, 2004

27. Temporary Employees

    By Lori Foresz, August 23, 2004
    • 8 replies
    • 8.8k views
    • 
    • mbozek
    • August 27, 2004

28. Deferral of excess contributions that woud otherwise be returned after a failed test

    By Guest FAQ, August 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • August 27, 2004

29. Excel formula to allocate basic Safe Harbor Match contribution

    By Guest Amy Harle, August 26, 2004
    • 4 replies
    • 12.7k views
    • 
    • R. Butler
    • August 27, 2004

30. Definition of Calendar Year Plan

    By Guest mrnardoz, August 26, 2004
    • 1 reply
    • 1.4k views
    • 
    • rcline46
    • August 27, 2004

31. Rollover 401k?

    By Guest Ducks, August 19, 2004
    • 4 replies
    • 1.3k views
    • 
    • MGB
    • August 26, 2004

32. new job

    By Guest friskey, August 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2004

33. short plan year and entry dates

    By Guest mk2308, August 25, 2004
    • 6 replies
    • 2.4k views
    • 
    • rcline46
    • August 26, 2004

34. Deductible Traditional IRA to a 401k

    By Guest Elfman, August 13, 2004
    • 4 replies
    • 1.2k views
    • 
    • Lori Friedman
    • August 26, 2004

35. Top Heavy Test - only key employees in the plan

    By Guest Debbie Jarvis, August 4, 2004
    • 6 replies
    • 2.3k views
    • 
    • Tom Poje
    • August 26, 2004

36. Prohibited Transaction??

    By Guest PLHart, August 29, 2003
    • 9 replies
    • 1.9k views
    • 
    • Guest
    • August 25, 2004

37. Participant Loans

    By austin3515, August 25, 2004
    • 3 replies
    • 1.5k views
    • 
    • austin3515
    • August 25, 2004

38. 401(k) Safe Harbor Plan

    By Guest msjudees, August 24, 2004
    • 2 replies
    • 1.6k views
    • 
    • pmacduff
    • August 25, 2004

39. 2004 Section 401(a)17 Limit Compensation Limit is..?

    By Guest tgraham, August 24, 2004
    • 2 replies
    • 1.3k views
    • 
    • Tom Poje
    • August 25, 2004

40. De minimis exception to requirement to allocate earnings to participants?

    By Guest rocnrols2, August 24, 2004
    • 1 reply
    • 1.8k views
    • 
    • FundeK
    • August 24, 2004

41. QDRO not entered before Alternate Payee's death...what do you do?

    By Guest MikeD, August 24, 2004
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • August 24, 2004

42. Changes in deferral pescentages - how often is OK?

    By Guest sallie, August 20, 2004
    • 6 replies
    • 3.9k views
    • 
    • Guest
    • August 24, 2004

43. Coversion to Safe Harbor

    By Guest Dave Peckham, August 21, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • August 24, 2004

44. Mandatory Roll OUt

    By Guest BigBish1966, August 19, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 23, 2004

45. 403(b) rollover to a 401(k) ... OK?

    By Guest Moe Howard2, August 23, 2004
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • August 23, 2004

46. Union Employee's

    By Guest KD40, August 23, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 23, 2004

47. Canadian Benefits Question

    By Guest buxbaum2, August 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 23, 2004

48. 401(k) Safe Harbor Plan

    By Guest Scrappy, August 20, 2004
    • 9 replies
    • 1.6k views
    • 
    • Guest
    • August 20, 2004

49. Increase minimum amount for loan

    By Dan, August 20, 2004
    • 1 reply
    • 1.2k views
    • 
    • Alf
    • August 20, 2004

50. Timing of safe harbor plans

    By Guest mad, July 6, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • August 20, 2004