401(k) Plans

19,275 topics in this forum

1. Hardship withdrawal - grossed up for taxes

   By Brenda Wren, August 4, 2004
   • 13 replies
   • 23.9k views
   • 
   • Brian Gallagher
   • August 6, 2004

2. Limited-scope vs Full-scope audit

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

3. Forfeiture allocations

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

4. "frozen" plan

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

5. Do you True Up a Basic Safe Harbor Match at the end of the year?

   By TBob, January 22, 2004
   • 16 replies
   • 18.7k views
   • 
   • rlb64
   • August 5, 2004

6. Pay while on military leave

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

7. Control group question

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

8. new accounts/enrollments

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

9. contract employees

   By Guest mad, July 6, 2004
   • 2 replies
   • 1.5k views
   • 
   • alanm
   • August 4, 2004

10. 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

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

    By K-t-F, July 30, 2004
    • 8 replies
    • 1.6k views
    • 
    • K-t-F
    • August 4, 2004

12. Legal Options for Denied Benefits Case

    By Guest slufoot2000, July 20, 2004
    • 26 replies
    • 4.1k views
    • 
    • Guest
    • August 4, 2004

13. Profit Sharing Contributions for self employed

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

14. Reliance on determination letter

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

15. Deemed IRA

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

16. What is a KSOP?

    By Guest cody, July 29, 2004
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • August 3, 2004

17. Closure of Fidelity Low Priced Stock Fund

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

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

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

19. Paychex 401(k) Plan

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

20. Failure To Update Change In Elective Deferral

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

21. Paying for plan amendment from forfeiture account

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

22. Integrated Top Heavy Plans with Match

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

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

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

24. 401(k) Employee Interest Survey

    By ljr, July 21, 2004
    • 6 replies
    • 4k views
    • 
    • ljr
    • July 27, 2004

25. exclusion of comp personal and vacation time?

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

26. Simple 401(k)

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

27. Top Heavy

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

28. Qualified vs. Non-Qualfied Comparison

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

29. Can a 401k hibernate for a year?

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

30. 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

31. 401(a) clarification

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

32. incentives to defer?

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

33. Top Heavy questions

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

34. QNECs and prior year testing

    By Guest Jane Freeman, March 4, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 22, 2004

35. Software Opinions

    By Guest Partly Cloudy, July 22, 2004
    • 6 replies
    • 1.2k views
    • 
    • stephen
    • July 22, 2004

36. ADP/ACP testing of otherwise excludable in plan document?

    By Guest Giovanni, July 20, 2004
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • July 22, 2004

37. safe harbor 401k plan design

    By kmciver, July 16, 2004
    • 4 replies
    • 1.6k views
    • 
    • Bird
    • July 22, 2004

38. Blackout Notice & individual accounts

    By Guest jim williams, July 21, 2004
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • July 22, 2004

39. employer makes incorrect deferral amount to employee

    By kmciver, July 21, 2004
    • 2 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • July 21, 2004

40. Money type for cafeteria plan contribuions?

    By amcorson, July 21, 2004
    • 0 replies
    • 1.1k views
    • 
    • amcorson
    • July 21, 2004

41. Controlled group and same desk rule after EGTRRA

    By Guest Lawrence_Groves, July 21, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 21, 2004

42. If two 401k plans are mergering, under ERISA is there a specific timeframe during which the plan sponsor must send out a communication piece to plan participants?

    By Guest SJaramil, July 20, 2004
    • 2 replies
    • 1.2k views
    • 
    • MWeddell
    • July 21, 2004

43. Safe Harbor Match to HCEs

    By Guest KMP, July 19, 2004
    • 3 replies
    • 1.1k views
    • 
    • g8r
    • July 21, 2004

44. Irrevocable Election for Match Only?

    By No Name, July 19, 2004
    • 5 replies
    • 1.3k views
    • 
    • g8r
    • July 21, 2004

45. Document Question

    By Guest MCarey1, July 16, 2004
    • 5 replies
    • 2k views
    • 
    • g8r
    • July 20, 2004

46. ADP/ACP testing and non-calendar year plans

    By Guest LiLi, July 19, 2004
    • 0 replies
    • 2k views
    • 
    • Guest
    • July 19, 2004

47. Prior year testing method per document, would like to amend to current year...

    By Guest jhilliard, July 19, 2004
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • July 19, 2004

48. Because of an 11-K filing will an audit be required?

    By Guest JDansa, July 15, 2004
    • 6 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • July 17, 2004

49. Looking for help to create individual savings need statements for participants

    By Guest kkastein, July 16, 2004
    • 0 replies
    • 997 views
    • 
    • Guest
    • July 16, 2004

50. Successor Plan?

    By wmyer, July 16, 2004
    • 0 replies
    • 1.1k views
    • 
    • wmyer
    • July 16, 2004