401(k) Plans

19,275 topics in this forum

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

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

2. 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

3. Are negative elections affected by state laws?

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

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

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

5. Owner wants $$$

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

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

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

7. ADP testing requirement for merging plans.

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

8. 401k distributions during employment; who governs this directive?

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

9. EGTRRA TAX CREDIT

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

10. Is a 990-T needed?

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

11. hardhip distribution from employer match?

    By Guest kerisa, June 24, 2004
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • June 25, 2004

12. One Page Summary

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

13. 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

14. Terminated Employee's 401(k) distribution

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

15. Puerto Rico Participants

    By Guest jjuergens, June 23, 2004
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • June 23, 2004

16. QNEC - Top Heavy

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

17. Safe harbor match plan with additional discretionary match

    By Guest moosegirl, June 21, 2004
    • 4 replies
    • 5.9k views
    • 
    • Archimage
    • June 23, 2004

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

    By Guest kelly9522, June 22, 2004
    • 4 replies
    • 1.8k views
    • 
    • mbozek
    • June 22, 2004

19. would black out notice be required?

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

20. Multiple 401(k) plans maximum deferral

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

21. EGTRRA Section 416(g)(h) on "top-heavy" safe harbor plans

    By Guest Lawrence_Groves, June 21, 2004
    • 9 replies
    • 2.1k views
    • 
    • KJohnson
    • June 22, 2004

22. Safe Harbor 401(k) Question

    By Archimage, June 21, 2004
    • 2 replies
    • 1.3k views
    • 
    • Alf
    • June 22, 2004

23. Can you exclude employees under Title V?

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

24. Ok to terminate 401k and establish simple IRA orSimple 401(k)?

    By pbarrett, June 21, 2004
    • 1 reply
    • 1.7k views
    • 
    • alanm
    • June 21, 2004

25. breakpoint discount refund-mutual funds

    By Guest scompliance, June 21, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 21, 2004

26. EGTRRA Amendment Effective Date

    By Guest ELS, June 18, 2004
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • June 21, 2004

27. SSN privacy issues

    By Guest Smitty848, June 20, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 20, 2004

28. Employees of ineligible employer participating in Plan,, fix?

    By Guest calcu, June 18, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 18, 2004

29. Identifying Highly Compensated Employees in initial plan year

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

30. Summary Annual Report, penalty for not providing

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

31. 401k beneficiary

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

32. 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

33. Patriot Act - Customer Indentification Program

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

34. Top 20% election order of selection

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

35. Brain cramp - non statutory excluded class and ADP

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

36. Two 401(k) plans

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

37. Forfeiture buy back rules

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

38. closed mutual funds

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

39. Is an audit necessary?

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

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

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

41. 401(k) Plan -- Disabled Participant Issues

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

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

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

43. 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

44. special coverage rules

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

45. 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

46. partial yr comp

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

47. Amendment of plans for TRA '86

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

48. Paid Leave and 401(k) Deferrals

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

49. Acceptance of Electronic Beneficiary Designation Forms

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

50. Notice of Matching Formula Question

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