401(k) Plans

19,321 topics in this forum

1. Can a QDRO be Rolledover into a 401(k) where the participant is Terminated?

   By Guest jeffgh24, August 10, 2004
   • 2 replies
   • 4.1k views
   • 
   • Alf
   • August 11, 2004

2. Leased Employee Credited Service

   By Guest Chaffee, August 10, 2004
   • 1 reply
   • 1.8k views
   • 
   • Ron Snyder
   • August 12, 2004

3. QNEC and proposed regs

   By Guest LuannJ, August 10, 2004
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • August 10, 2004

4. Owner-Employees: Does attribution apply?

   By Guest admcjm, August 10, 2004
   • 5 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • August 11, 2004

5. Compensation - W2 vs 415 safe harbor

   By Guest wjr, August 10, 2004
   • 5 replies
   • 8.5k views
   • 
   • Archimage
   • August 11, 2004

6. QDRO Fees

   By Guest MEWilson, August 9, 2004
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • August 10, 2004

7. Law Firm partner who also owns 50% of another corporation

   By Guest mecboo, August 9, 2004
   • 1 reply
   • 1.2k views
   • 
   • Archimage
   • August 10, 2004

8. Are plans required to allow catch-up?

   By oriecat, August 9, 2004
   • 16 replies
   • 1.9k views
   • 
   • R. Butler
   • August 20, 2004

9. EGTRRA FDL

   By Guest hyper, August 9, 2004
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • August 9, 2004

10. 5% Owner over 701/2

    By Guest mb4_98, August 7, 2004
    • 1 reply
    • 1.3k views
    • 
    • g8r
    • August 7, 2004

11. Top Heavy Minimum

    By Guest chris4013, August 6, 2004
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • August 9, 2004

12. Failing ADP test: Want to use QMAC contribution (allocated to only those that deferred). Relius doesn't calculate: Any suggestions?

    By Guest DIGMYDOG, August 6, 2004
    • 3 replies
    • 3.8k views
    • 
    • Tom Poje
    • August 9, 2004

13. Late 401(k) deposits and Form 5330

    By Guest babs51, August 6, 2004
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • August 10, 2004

14. Same Desk Rule - Does it apply?

    By Guest PAINPA, August 6, 2004
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • August 9, 2004

15. Age Weighted/SH 401K

    By K-t-F, August 6, 2004
    • 6 replies
    • 2.6k views
    • 
    • K-t-F
    • August 7, 2004

16. Investment Expenses paid by employer

    By austin3515, August 6, 2004
    • 7 replies
    • 2k views
    • 
    • KJohnson
    • August 6, 2004

17. Forfeiture allocations

    By Guest djm, August 5, 2004
    • 1 reply
    • 1.2k views
    • 
    • ljr
    • August 5, 2004

18. Failure of Plan to deduct loan repayments from employees pay

    By Guest tscher, August 5, 2004
    • 16 replies
    • 5.3k views
    • 
    • Guest
    • August 10, 2004

19. Pay while on military leave

    By Guest JBeck, August 5, 2004
    • 4 replies
    • 1.6k views
    • 
    • Harwood
    • August 5, 2004

20. Control group question

    By Guest jhilliard, August 5, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • August 5, 2004

21. Hardship withdrawal - grossed up for taxes

    By Brenda Wren, August 4, 2004
    • 13 replies
    • 24.2k views
    • 
    • Brian Gallagher
    • August 6, 2004

22. 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

23. Limited-scope vs Full-scope audit

    By Brian Gallagher, August 4, 2004
    • 1 reply
    • 4k views
    • 
    • Guest
    • August 6, 2004

24. new accounts/enrollments

    By Guest SPOT, August 3, 2004
    • 9 replies
    • 1.3k views
    • 
    • david rigby
    • August 4, 2004

25. Profit Sharing Contributions for self employed

    By Guest chris4013, August 3, 2004
    • 2 replies
    • 1.1k views
    • 
    • R. Butler
    • August 3, 2004

26. Reliance on determination letter

    By Guest VEBA Las Vegas, August 3, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 3, 2004

27. cost basis

    By Guest cgodfrey12, July 30, 2004
    • 3 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • August 7, 2004

28. Owner of 2 businesses, not control group... Simple and 401k in same year

    By K-t-F, July 30, 2004
    • 8 replies
    • 1.7k views
    • 
    • K-t-F
    • August 4, 2004

29. What is a KSOP?

    By Guest cody, July 29, 2004
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 3, 2004

30. Safe Harbor 401(k) Plans - Plan Document Requirements

    By Guest Giovanni, July 29, 2004
    • 5 replies
    • 2.2k views
    • 
    • Tom Poje
    • July 30, 2004

31. Safe harbor 401(k) plus cross-tested PS plan

    By Guest Dave Peckham, July 29, 2004
    • 14 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • August 4, 2004

32. Deemed IRA

    By Brenda Wren, July 28, 2004
    • 7 replies
    • 2.6k views
    • 
    • Guest
    • August 3, 2004

33. Paychex 401(k) Plan

    By Guest ChopperPilot, July 28, 2004
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • July 28, 2004

34. Paying for plan amendment from forfeiture account

    By Brian Gallagher, July 28, 2004
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • July 28, 2004

35. Closure of Fidelity Low Priced Stock Fund

    By Guest PAL100759, July 27, 2004
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • August 2, 2004

36. Loans can or cannot be rolled over ? HELP !

    By Guest bjschiedel, July 27, 2004
    • 2 replies
    • 1.2k views
    • 
    • QDROphile
    • July 27, 2004

37. "frozen" plan

    By stevena, July 27, 2004
    • 7 replies
    • 2.7k views
    • 
    • stevena
    • August 5, 2004

38. Integrated Top Heavy Plans with Match

    By Guest At Peace, July 27, 2004
    • 2 replies
    • 1.7k views
    • 
    • Tom Poje
    • July 28, 2004

39. Simple 401(k)

    By stevena, July 27, 2004
    • 1 reply
    • 1k views
    • 
    • FundeK
    • July 27, 2004

40. Top Heavy

    By Guest judyw, July 26, 2004
    • 1 reply
    • 1k views
    • 
    • WDIK
    • July 26, 2004

41. incorrect social secutity number

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

42. Can a 401k hibernate for a year?

    By Guest Commuter Rex, July 26, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 26, 2004

43. Failure to note Change in EIN and Plan Sponsor on 5500.

    By MBCarey, July 26, 2004
    • 0 replies
    • 1.4k views
    • 
    • MBCarey
    • July 26, 2004

44. exclusion of comp personal and vacation time?

    By k man, July 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • sloble@crowleyfleck.com
    • July 27, 2004

45. 401(a) clarification

    By Guest IRaceTA, July 23, 2004
    • 4 replies
    • 1.3k views
    • 
    • rcline46
    • July 23, 2004

46. Qualified vs. Non-Qualfied Comparison

    By Guest ChrisF, July 23, 2004
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • July 26, 2004

47. Software Opinions

    By Guest Partly Cloudy, July 22, 2004
    • 6 replies
    • 1.3k views
    • 
    • stephen
    • July 22, 2004

48. Top Heavy questions

    By Guest judyw, July 22, 2004
    • 4 replies
    • 1.2k views
    • 
    • jquazza
    • July 23, 2004

49. incentives to defer?

    By Guest MES, July 22, 2004
    • 9 replies
    • 1.3k views
    • 
    • Guest
    • July 23, 2004

50. Failure To Update Change In Elective Deferral

    By Guest jmlumpkin, July 22, 2004
    • 11 replies
    • 4.7k views
    • 
    • mschwechter
    • July 28, 2004