401(k) Plans

19,413 topics in this forum

1. 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

2. Elapsed Time

   By Guest pjb, July 12, 2004
   • 17 replies
   • 4.9k views
   • 
   • david rigby
   • July 13, 2004

3. Prohibited Transaction?

   By Guest h_nowicki, July 13, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • July 13, 2004

4. Form 5500 (item #8a)

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

5. Funds returned to the plan for a breakpoint settlement from the asset compan

   By Guest cynthiar, July 13, 2004
   • 0 replies
   • 1k views
   • 
   • Guest
   • July 13, 2004

6. Loan Refinancing

   By BTH, July 13, 2004
   • 2 replies
   • 1.3k views
   • 
   • E as in ERISA
   • July 13, 2004

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

   By Guest Chaffee, July 7, 2004
   • 8 replies
   • 2k views
   • 
   • Guest
   • July 13, 2004

8. correct amount to report on 1099

   By k man, July 8, 2004
   • 20 replies
   • 2.8k views
   • 
   • TBob
   • July 13, 2004

9. Definition of spouse as spouse in an opposite sex marriage

   By Guest Do, May 7, 2004
   • 11 replies
   • 3k views
   • 
   • david rigby
   • July 12, 2004

10. Audit Question?

    By FundeK, July 12, 2004
    • 0 replies
    • 1.1k views
    • 
    • FundeK
    • July 12, 2004

11. plan termination

    By Guest good2brich, July 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 12, 2004

12. Controlled group and key employee

    By Guest moosegirl, July 9, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • July 12, 2004

13. use of the "maybe" notice still permitted

    By Earl, July 9, 2004
    • 9 replies
    • 1.6k views
    • 
    • Tom Poje
    • July 12, 2004

14. Caps on employer stock ownership in 401(k) plans?

    By Guest Benmark, July 11, 2004
    • 0 replies
    • 894 views
    • 
    • Guest
    • July 11, 2004

15. guam and puerto rico

    By k man, July 9, 2004
    • 3 replies
    • 2.7k views
    • 
    • Harwood
    • July 9, 2004

16. simple IRAs and 401(K) Plans

    By Guest mad, July 9, 2004
    • 3 replies
    • 1k views
    • 
    • Appleby
    • July 9, 2004

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

    By Guest IRaceTA, July 9, 2004
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 9, 2004

18. Safe Harbor

    By Guest CCarter, July 9, 2004
    • 1 reply
    • 1.2k views
    • 
    • wmyer
    • July 9, 2004

19. safe harbor match accrual options

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

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

    By Guest bjschiedel, July 8, 2004
    • 6 replies
    • 1.8k views
    • 
    • Tom Poje
    • July 9, 2004

21. Otherwise Excludable Employees in First Plan Year

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

22. Electronic Statement Delivery

    By FundeK, July 8, 2004
    • 4 replies
    • 3k views
    • 
    • k man
    • July 8, 2004

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

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

24. 402g violation correction

    By K-t-F, June 18, 2004
    • 18 replies
    • 10.6k views
    • 
    • Guest
    • July 7, 2004

25. Non-resident Aliens

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

26. Top Paid Group - Tie Breaking equal compensation

    By James Matt Ullakko, July 2, 2004
    • 3 replies
    • 1.4k views
    • 
    • James Matt Ullakko
    • July 2, 2004

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

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

28. Bankruptcy and 401k Loans

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

29. 401(k) Loan Repayments as "pre-tax"?

    By jkharvey, June 30, 2004
    • 11 replies
    • 51.9k views
    • 
    • Guest
    • July 2, 2004

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

    By Guest oscar, June 30, 2004
    • 6 replies
    • 3.1k views
    • 
    • MoJo
    • July 2, 2004

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

    By billfgrady, July 1, 2004
    • 3 replies
    • 1.6k views
    • 
    • g8r
    • July 2, 2004

32. 401(k) Plan / average benefits test

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

33. 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

34. Participant Communication

    By austin3515, June 30, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • June 30, 2004

35. Transition period for 401(k) Plan

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

36. Partnership of Corporations

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

37. Contribution vs. Restorative Payments

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

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

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

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

    By Guest tgraham, June 29, 2004
    • 9 replies
    • 3.3k views
    • 
    • Guest
    • June 29, 2004

40. 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

41. Are negative elections affected by state laws?

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

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

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

43. Owner wants $$$

    By Guest phyphy, June 18, 2004
    • 11 replies
    • 2.4k views
    • 
    • mbozek
    • June 29, 2004

44. 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

45. ADP testing requirement for merging plans.

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

46. 401k distributions during employment; who governs this directive?

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

47. EGTRRA TAX CREDIT

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

48. Is a 990-T needed?

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

49. hardhip distribution from employer match?

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

50. One Page Summary

    By K-t-F, June 23, 2004
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • June 24, 2004