401(k) Plans

19,334 topics in this forum

1. guam and puerto rico

   By k man, July 9, 2004
   • 3 replies
   • 2.6k views
   • 
   • Harwood
   • July 9, 2004

2. Agents on commission only, how to calculate hours of service?

   By Guest IRaceTA, July 9, 2004
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • July 9, 2004

3. Safe Harbor

   By Guest CCarter, July 9, 2004
   • 1 reply
   • 1.1k views
   • 
   • wmyer
   • July 9, 2004

4. Form 5500 (item #8a)

   By Guest Giovanni, July 9, 2004
   • 6 replies
   • 1.8k views
   • 
   • pmacduff
   • July 13, 2004

5. use of the "maybe" notice still permitted

   By Earl, July 9, 2004
   • 9 replies
   • 1.5k views
   • 
   • Tom Poje
   • July 12, 2004

6. Urgent 401(a)(17) Question, Attn: Tom Poje

   By Guest bjschiedel, July 8, 2004
   • 6 replies
   • 1.7k views
   • 
   • Tom Poje
   • July 9, 2004

7. safe harbor match accrual options

   By Earl, July 8, 2004
   • 2 replies
   • 2.1k views
   • 
   • Earl
   • July 9, 2004

8. Otherwise Excludable Employees in First Plan Year

   By Guest Giovanni, July 8, 2004
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • July 8, 2004

9. correct amount to report on 1099

   By k man, July 8, 2004
   • 20 replies
   • 2.7k views
   • 
   • TBob
   • July 13, 2004

10. Electronic Statement Delivery

    By FundeK, July 8, 2004
    • 4 replies
    • 2.9k views
    • 
    • k man
    • July 8, 2004

11. Excess Deferrals and 401(a)(4)

    By Guest Vreez, July 8, 2004
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • July 8, 2004

12. Top Heavy Test and 3% Safe Harbor Plan

    By sloble@crowleyfleck.com, July 7, 2004
    • 9 replies
    • 2.4k views
    • 
    • sloble@crowleyfleck.com
    • July 13, 2004

13. Partnership rules for 402(g) - non-calendar Partner Year?

    By Guest Chaffee, July 7, 2004
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • July 13, 2004

14. Failed ADP test

    By Guest velll, July 6, 2004
    • 8 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • July 14, 2004

15. Profile Prospectuses

    By Guest Kennedy, July 6, 2004
    • 13 replies
    • 2.2k views
    • 
    • rlb64
    • August 11, 2004

16. contract employees

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

17. Timing of safe harbor plans

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

18. Huge unallocated forfeitures on takeover plan

    By Brenda Wren, July 2, 2004
    • 6 replies
    • 2.5k views
    • 
    • Brenda Wren
    • October 5, 2004

19. DB or DC plan choice for participants

    By Guest Nautical, July 2, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • July 14, 2004

20. Top Paid Group - Tie Breaking equal compensation

    By James Matt Ullakko, July 2, 2004
    • 3 replies
    • 1.3k views
    • 
    • James Matt Ullakko
    • July 2, 2004

21. Bankruptcy and 401k Loans

    By oriecat, July 1, 2004
    • 4 replies
    • 2.2k views
    • 
    • oriecat
    • July 2, 2004

22. How many times can a plan be amended before it must be restated?

    By billfgrady, July 1, 2004
    • 3 replies
    • 1.5k views
    • 
    • g8r
    • July 2, 2004

23. 401(k) Plan / average benefits test

    By Guest hyper, June 30, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • June 30, 2004

24. 401(k) Loan Repayments as "pre-tax"?

    By jkharvey, June 30, 2004
    • 11 replies
    • 49.8k views
    • 
    • Guest
    • July 2, 2004

25. Is an endorsed check a legally enforceable agreement against borrower from "paperless" 401(k) plan?

    By Guest oscar, June 30, 2004
    • 6 replies
    • 3k views
    • 
    • MoJo
    • July 2, 2004

26. EIN required for Sole Proprietor's 401(k) Plan?

    By Guest tgraham, June 30, 2004
    • 7 replies
    • 1.9k views
    • 
    • Earl
    • July 2, 2004

27. Deferral percentage versus deferral dollars with regard to compensation

    By Guest Angel(k), June 30, 2004
    • 4 replies
    • 1.8k views
    • 
    • Harwood
    • June 30, 2004

28. Participant Communication

    By austin3515, June 30, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • June 30, 2004

29. Contribution vs. Restorative Payments

    By Guest philc, June 30, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 30, 2004

30. Partnership of Corporations

    By nancy, June 30, 2004
    • 1 reply
    • 986 views
    • 
    • Blinky the 3-eyed Fish
    • June 30, 2004

31. Safe-Harbor 401(k) and mid-year amendment

    By Guest aus10grl, June 29, 2004
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • June 30, 2004

32. Are negative elections affected by state laws?

    By katieinny, June 29, 2004
    • 2 replies
    • 1.2k views
    • 
    • Harwood
    • June 29, 2004

33. Merging two plan, one ends 5/31, other ends 12/31

    By Guest lindamichals, June 29, 2004
    • 0 replies
    • 839 views
    • 
    • Guest
    • June 29, 2004

34. If a plan currently performs true ups at year end, and allows deferrals from bonus, can

    By Guest jhilliard, June 29, 2004
    • 3 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 29, 2004

35. Single-Participant 401(k) Plan - 5500 Filing

    By Guest tgraham, June 29, 2004
    • 9 replies
    • 3.2k views
    • 
    • Guest
    • June 29, 2004

36. Transition period for 401(k) Plan

    By Guest Scrappy, June 28, 2004
    • 1 reply
    • 1.7k views
    • 
    • alanm
    • June 30, 2004

37. ADP testing requirement for merging plans.

    By Dan, June 28, 2004
    • 1 reply
    • 1.6k views
    • 
    • Archimage
    • June 28, 2004

38. EGTRRA TAX CREDIT

    By Guest bueler, June 28, 2004
    • 0 replies
    • 955 views
    • 
    • Guest
    • June 28, 2004

39. 401k distributions during employment; who governs this directive?

    By Guest phactor, June 27, 2004
    • 6 replies
    • 2k views
    • 
    • MoJo
    • June 28, 2004

40. hardhip distribution from employer match?

    By Guest kerisa, June 24, 2004
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • June 25, 2004

41. Owner of a corporation wants to take back deferrals in current plan year

    By Guest terric, June 24, 2004
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • June 29, 2004

42. Irrevocable Waiver Out of a 401(k) Safe Harbor Plan

    By Archimage, June 24, 2004
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • June 24, 2004

43. Puerto Rico Participants

    By Guest jjuergens, June 23, 2004
    • 2 replies
    • 2.3k views
    • 
    • david rigby
    • June 23, 2004

44. Is a 990-T needed?

    By goldtpa, June 23, 2004
    • 6 replies
    • 2.1k views
    • 
    • Earl
    • June 25, 2004

45. One Page Summary

    By K-t-F, June 23, 2004
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • June 24, 2004

46. Terminated Employee's 401(k) distribution

    By Guest jessica_leitch, June 23, 2004
    • 5 replies
    • 2.2k views
    • 
    • Brian Gallagher
    • June 24, 2004

47. would black out notice be required?

    By Guest EDSAADE, June 22, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • June 22, 2004

48. QNEC - Top Heavy

    By Guest JimD, June 22, 2004
    • 9 replies
    • 5.3k views
    • 
    • Guest
    • June 23, 2004

49. Multiple 401(k) plans maximum deferral

    By Guest mopar, June 22, 2004
    • 3 replies
    • 2.3k views
    • 
    • MGB
    • June 22, 2004

50. retroactive amendment for compensation to 1/1/04

    By Guest kelly9522, June 22, 2004
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • June 22, 2004