401(k) Plans

19,275 topics in this forum

1. "First year plan" rule for testing

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

2. If employer limits elective deferrals ......

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

3. Is this a successor plan?

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

4. Restart Discretionary Match

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

5. epcrs -- plan expenses?

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

6. conversion confusion

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

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

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

8. Payment to nonresident (Canadian) beneficiary

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

9. Partial Plan Termination

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

10. Was I wrong?

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

11. Domestic Partners

    By Guest ccruie, June 3, 2004
    • 1 reply
    • 1.4k views
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    • oriecat
    • June 3, 2004

12. fixed match by grouping- possible?

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

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

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

14. PENALTY FEE

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

15. Terminate Safe Harbor Plan Mid Year

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

16. Conditioning Matching Contributions on Signing a Company Agreement

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

17. Wrong Comp. - QNEC - Testing

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

18. Current Availability

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

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

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

20. Terminating plans-Vesting-Forfeitures

    By Guest Gordy, April 28, 2004
    • 6 replies
    • 1.4k views
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    • Guest
    • June 1, 2004

21. ADP failure, HCE took hardship in prior year

    By Guest Emiman, May 27, 2004
    • 3 replies
    • 1.7k views
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    • pmacduff
    • June 1, 2004

22. Forgot to withdold deferrals

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

23. SPD distribution methods

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

24. IRS Approves Automatic Enrollments

    By Jilliandiz, May 26, 2004
    • 13 replies
    • 2.1k views
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    • oriecat
    • May 28, 2004

25. Failure to Withhold 20%

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

26. Top Paid Group Election

    By k man, February 9, 2001
    • 5 replies
    • 3.1k views
    • 
    • Alf
    • May 28, 2004

27. Control Group issue...

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

28. Not sure where this post should go?

    By stevena, May 27, 2004
    • 4 replies
    • 1.2k views
    • 
    • Demosthenes
    • May 27, 2004

29. Top Heavy contribution- QNEC?

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

30. conversion screw-up

    By PensionNewbee, May 26, 2004
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • May 27, 2004

31. Safe Harbor Plan--What testing is needed?

    By sloble@crowleyfleck.com, May 25, 2004
    • 8 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

32. Safe Harbor Money Purchase Plan

    By Guest Mbrockway, May 26, 2004
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 26, 2004

33. Top Heavy Safe Harbor Plan, does making........

    By Guest jhilliard, May 26, 2004
    • 4 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

34. New 415 rules

    By FAPInJax, May 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

35. Age-50 Catch-up Contributions

    By Guest koolkidd, May 24, 2004
    • 3 replies
    • 1.4k views
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    • Guest
    • May 26, 2004

36. Termination of a Safe Harbor Plan

    By Guest mmc, May 26, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • May 26, 2004

37. Hardship Withdrawal - salary deferrals were not suspended after distribution

    By Guest nps, May 20, 2004
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 26, 2004

38. Matching on Catch Up contributions

    By Guest h_nowicki, May 26, 2004
    • 1 reply
    • 1k views
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    • Blinky the 3-eyed Fish
    • May 26, 2004

39. Vesting question

    By FJR, May 25, 2004
    • 8 replies
    • 1.6k views
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    • david rigby
    • May 25, 2004

40. Hardship Withdrawal for Medical Expenses

    By Guest forum4, May 25, 2004
    • 2 replies
    • 1.8k views
    • 
    • k man
    • May 25, 2004

41. Tiered Match Contribution

    By Guest gnappi, May 25, 2004
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 25, 2004

42. Paying Withholding....

    By K-t-F, May 25, 2004
    • 2 replies
    • 1.1k views
    • 
    • K-t-F
    • May 25, 2004

43. trustee indemnification

    By Guest Smokin, May 19, 2004
    • 5 replies
    • 1.8k views
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    • Guest
    • May 25, 2004

44. Safe Harbor and PEO plans

    By Guest phyphy, May 21, 2004
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 24, 2004

45. Lost Participants and Reasonable Efforts

    By Guest andmik, May 18, 2004
    • 5 replies
    • 1.5k views
    • 
    • RCK
    • May 21, 2004

46. safe harbor 401(k) to traditional 401, but wants to use safe harbor match formula

    By Lori H, May 20, 2004
    • 2 replies
    • 1.5k views
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    • Blinky the 3-eyed Fish
    • May 21, 2004

47. Prior Year testing and change in testing definition of compensation

    By Richard Anderson, May 14, 2004
    • 2 replies
    • 1.2k views
    • 
    • Richard Anderson
    • May 21, 2004

48. Last Day Rule Issue

    By Guest slufoot2000, May 20, 2004
    • 14 replies
    • 3.1k views
    • 
    • Guest
    • May 20, 2004

49. Adopting Employer no longer wants to have plan

    By jkharvey, May 20, 2004
    • 1 reply
    • 1.2k views
    • 
    • rcline46
    • May 20, 2004

50. ASGs and Surgery Centers

    By Guest MikeD, May 19, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 19, 2004