401(k) Plans

19,275 topics in this forum

1. Buy-back of forfeitures question

   By Brian Gallagher, June 18, 2004
   • 3 replies
   • 2.5k views
   • 
   • masteff
   • April 3, 2009

2. Owner wants $$$

   By Guest phyphy, June 18, 2004
   • 11 replies
   • 2.3k views
   • 
   • mbozek
   • June 29, 2004

3. Summary Annual Report, penalty for not providing

   By Guest annieap1, June 17, 2004
   • 0 replies
   • 4.6k views
   • 
   • Guest
   • June 17, 2004

4. Can you exclude employees under Title V?

   By pbarrett, June 17, 2004
   • 2 replies
   • 1.2k views
   • 
   • rcline46
   • June 21, 2004

5. 401k beneficiary

   By Guest lmbutzer, June 17, 2004
   • 2 replies
   • 1.2k views
   • 
   • mbozek
   • June 17, 2004

6. Identifying Highly Compensated Employees in initial plan year

   By billfgrady, June 17, 2004
   • 2 replies
   • 1.3k views
   • 
   • billfgrady
   • June 18, 2004

7. Top 20% election order of selection

   By Guest ABCI, June 16, 2004
   • 10 replies
   • 1.5k views
   • 
   • Guest
   • June 17, 2004

8. Participating company gets no discretionary match - employees part of ACP test?

   By Harwood, June 16, 2004
   • 1 reply
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • June 17, 2004

9. Patriot Act - Customer Indentification Program

   By Guest terryh123, June 16, 2004
   • 4 replies
   • 3.2k views
   • 
   • Appleby
   • June 17, 2004

10. Brain cramp - non statutory excluded class and ADP

    By mwyatt, June 16, 2004
    • 6 replies
    • 2k views
    • 
    • Tom Poje
    • June 17, 2004

11. Eligibility issues when going from a SEP to a 401k

    By Guest dubya, June 16, 2004
    • 0 replies
    • 898 views
    • 
    • Guest
    • June 16, 2004

12. 401(k) Plan -- Disabled Participant Issues

    By chris, June 16, 2004
    • 1 reply
    • 1.1k views
    • 
    • Brian Gallagher
    • June 16, 2004

13. Two 401(k) plans

    By Guest ggdjo, June 15, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 16, 2004

14. Filing Form 5330 with Different Fiscal Year than Calendar Year

    By Guest nickyj8, June 15, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 15, 2004

15. special coverage rules

    By Guest JBeck, June 15, 2004
    • 0 replies
    • 935 views
    • 
    • Guest
    • June 15, 2004

16. Forfeiture buy back rules

    By Brenda Wren, June 14, 2004
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • June 16, 2004

17. Is an audit necessary?

    By FAPInJax, June 14, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 16, 2004

18. We have a client who is a large steel mill - Company A. They currently have approx. 15 companies, which all but one is in .....................................

    By Guest jhilliard, June 14, 2004
    • 4 replies
    • 1.3k views
    • 
    • david rigby
    • June 14, 2004

19. partial yr comp

    By Guest quinn the car fixer, June 13, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • June 14, 2004

20. Opinions, please - is this abusive? re: first year testing rule

    By Brenda Wren, June 12, 2004
    • 12 replies
    • 1.9k views
    • 
    • KJohnson
    • June 16, 2004

21. Acceptance of Electronic Beneficiary Designation Forms

    By Guest TroyRiley, June 11, 2004
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • June 11, 2004

22. Notice of Matching Formula Question

    By jukeboy56, June 10, 2004
    • 1 reply
    • 1.1k views
    • 
    • four01kman
    • June 10, 2004

23. "First year plan" rule for testing

    By pbarrett, June 9, 2004
    • 0 replies
    • 1.1k views
    • 
    • pbarrett
    • June 9, 2004

24. Non-resident Aliens

    By Archimage, June 9, 2004
    • 3 replies
    • 1.4k views
    • 
    • Archimage
    • July 6, 2004

25. Amendment of plans for TRA '86

    By Guest Lawrence_Groves, June 8, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 14, 2004

26. If employer limits elective deferrals ......

    By Guest Moe Howard2, June 8, 2004
    • 2 replies
    • 1.1k views
    • 
    • k man
    • June 8, 2004

27. Is this a successor plan?

    By Guest JGodsoe, June 7, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 7, 2004

28. Restart Discretionary Match

    By Guest moltengator, June 7, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 7, 2004

29. epcrs -- plan expenses?

    By Guest kerisa, June 4, 2004
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • June 7, 2004

30. Paid Leave and 401(k) Deferrals

    By Randy Watson, June 3, 2004
    • 13 replies
    • 5.4k views
    • 
    • Randy Watson
    • June 11, 2004

31. Payment to nonresident (Canadian) beneficiary

    By Guest TroyRiley, June 3, 2004
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 4, 2004

32. Partial Plan Termination

    By Guest Cookiemonster, June 3, 2004
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • June 4, 2004

33. Domestic Partners

    By Guest ccruie, June 3, 2004
    • 1 reply
    • 1.5k views
    • 
    • oriecat
    • June 3, 2004

34. Was I wrong?

    By goldtpa, June 3, 2004
    • 3 replies
    • 1.5k views
    • 
    • goldtpa
    • June 3, 2004

35. fixed match by grouping- possible?

    By pbarrett, June 2, 2004
    • 4 replies
    • 1.5k views
    • 
    • pbarrett
    • June 3, 2004

36. Employee bonus paid entirely to plan - is this ok?

    By doombuggy, June 2, 2004
    • 3 replies
    • 1.2k views
    • 
    • Earl
    • June 3, 2004

37. conversion confusion

    By PensionNewbee, June 2, 2004
    • 2 replies
    • 2.8k views
    • 
    • Guest
    • June 7, 2004

38. Terminate Safe Harbor Plan Mid Year

    By goldtpa, June 2, 2004
    • 2 replies
    • 1.1k views
    • 
    • goldtpa
    • June 2, 2004

39. Wrong Comp. - QNEC - Testing

    By Guest philc, June 2, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • June 2, 2004

40. closed mutual funds

    By k man, June 2, 2004
    • 14 replies
    • 2.2k views
    • 
    • Guest
    • June 16, 2004

41. Current Availability

    By Tetsuro, June 2, 2004
    • 0 replies
    • 1k views
    • 
    • Tetsuro
    • June 2, 2004

42. Change in Plan Year Prior to Establishing Safe Harbor 401(k)

    By WDIK, June 1, 2004
    • 1 reply
    • 1k views
    • 
    • g8r
    • June 2, 2004

43. SE first half ... now incorporated... contribute $54K?

    By K-t-F, June 1, 2004
    • 14 replies
    • 2.1k views
    • 
    • Earl
    • June 4, 2004

44. Conditioning Matching Contributions on Signing a Company Agreement

    By Guest rocnrols2, June 1, 2004
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • June 2, 2004

45. PENALTY FEE

    By Guest alan24, June 1, 2004
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • June 3, 2004

46. Forgot to withdold deferrals

    By Guest kelly9522, June 1, 2004
    • 2 replies
    • 1.3k views
    • 
    • Belgarath
    • June 1, 2004

47. SPD distribution methods

    By Brian Gallagher, May 28, 2004
    • 1 reply
    • 1.7k views
    • 
    • k man
    • June 1, 2004

48. Failure to Withhold 20%

    By goldtpa, May 28, 2004
    • 4 replies
    • 4.1k views
    • 
    • alanm
    • May 28, 2004

49. Top Heavy contribution- QNEC?

    By Guest rachd, May 27, 2004
    • 1 reply
    • 1.8k views
    • 
    • Kirk Maldonado
    • May 27, 2004

50. Control Group issue...

    By Guest jusducki, May 27, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 27, 2004