401(k) Plans

19,275 topics in this forum

1. SSI Acceptance Letter, participant on SSI and collects Pension payments in installments... then found to be committing fraud...

   By Guest annette1001, April 21, 2004
   • 0 replies
   • 1.2k views
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   • Guest
   • April 21, 2004

2. EE newly eligible... not enrolled

   By K-t-F, April 21, 2004
   • 7 replies
   • 1.3k views
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   • FJR
   • April 21, 2004

3. Safe Harbor Match maximum formula

   By Brian Gallagher, April 21, 2004
   • 3 replies
   • 7.3k views
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   • TPApril
   • November 8, 2019

4. Unpaid 401(k) participant loan wanting a new loan

   By Guest ChopperPilot, April 21, 2004
   • 3 replies
   • 1.3k views
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   • E as in ERISA
   • April 22, 2004

5. Can my company force me to liquidate my 401(k) holdings?

   By Guest jenadams99, April 20, 2004
   • 4 replies
   • 2.3k views
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   • E as in ERISA
   • April 21, 2004

6. Do you count receivable Deferrals?

   By K-t-F, April 20, 2004
   • 10 replies
   • 2k views
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   • Archimage
   • April 21, 2004

7. Overdraft for longer than 3 days?

   By FundeK, April 20, 2004
   • 2 replies
   • 2k views
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   • FundeK
   • April 22, 2004

8. Catch-up contributions; 2 unrelated plans

   By Guest LuannJ, April 20, 2004
   • 2 replies
   • 1.7k views
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   • Appleby
   • April 20, 2004

9. Safe Harbor education needed

   By Guest dbutton, April 19, 2004
   • 2 replies
   • 1k views
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   • Archimage
   • April 19, 2004

10. Guidance on DOL requirement that Auditors test and report on timeliness of deferrals

    By Guest Mikefcpa, April 19, 2004
    • 9 replies
    • 2.2k views
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    • Guest
    • April 21, 2004

11. attribution?

    By PensionNewbee, April 16, 2004
    • 4 replies
    • 1.1k views
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    • jquazza
    • April 16, 2004

12. Testing Issues - Multiple to Single Employer Plan

    By SRM, April 15, 2004
    • 3 replies
    • 1.5k views
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    • alanm
    • April 27, 2004

13. Required Beginning Date in Solo(k) Plan?

    By Guest lavander30, April 15, 2004
    • 2 replies
    • 1.1k views
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    • rcline46
    • April 15, 2004

14. Changing Plan Year

    By Guest kstorch, April 15, 2004
    • 2 replies
    • 1.2k views
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    • RCK
    • April 15, 2004

15. Safe Harbor 401(k), with Sole Prop and short initial plan year.

    By Belgarath, April 15, 2004
    • 4 replies
    • 1.4k views
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    • jquazza
    • April 16, 2004

16. Fiduciary Training

    By Guest benefitsanalyst, April 14, 2004
    • 3 replies
    • 1.5k views
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    • Guest
    • April 19, 2004

17. how far past 12/31 can a sole prop make 401(k) contributions?

    By Guest dubya, April 14, 2004
    • 8 replies
    • 1.6k views
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    • mbozek
    • April 16, 2004

18. Matching Contribution From Employee Compensation

    By Randy Watson, April 13, 2004
    • 1 reply
    • 1.1k views
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    • Mike Preston
    • April 14, 2004

19. Top heavy 401(k) - multiple employer plan - Relius Admin

    By pmacduff, April 13, 2004
    • 3 replies
    • 1.5k views
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    • Tom Poje
    • April 14, 2004

20. Revocation of spousal consent

    By Guest Bud, April 13, 2004
    • 3 replies
    • 1.3k views
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    • WDIK
    • April 14, 2004

21. Schedule C Compensation

    By Guest DBNewbie, April 13, 2004
    • 3 replies
    • 1.8k views
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    • Blinky the 3-eyed Fish
    • April 13, 2004

22. Late Deposit clarification

    By Guest tcunagin, April 13, 2004
    • 1 reply
    • 1.1k views
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    • jquazza
    • April 13, 2004

23. Can someone clarify?

    By Guest jhilliard, April 13, 2004
    • 7 replies
    • 1.8k views
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    • david rigby
    • April 15, 2004

24. Plan has prior year testing, but testing done on current year information.

    By Guest phyphy, April 12, 2004
    • 10 replies
    • 2.1k views
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    • Guest
    • March 8, 2005

25. One Time Irrevocable Election

    By Guest ptpnthr, April 9, 2004
    • 13 replies
    • 3.7k views
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    • Lori Foresz
    • April 19, 2004

26. dentist with a SIMPLE401 is now drawing income from a management company...

    By Lori H, April 9, 2004
    • 5 replies
    • 1.2k views
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    • Lori H
    • April 13, 2004

27. catch up contributions

    By Guest joeplans, April 9, 2004
    • 2 replies
    • 1.1k views
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    • Lame Duck
    • April 9, 2004

28. catch-upcontributions

    By Guest joeplans, April 9, 2004
    • 1 reply
    • 1k views
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    • Archimage
    • April 9, 2004

29. Proposed regs for coverage testing for 401(k) plans of tax exempt employers

    By Belgarath, April 9, 2004
    • 1 reply
    • 1.1k views
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    • Guest
    • April 9, 2004

30. K-1 income

    By pbarrett, April 8, 2004
    • 5 replies
    • 2.5k views
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    • Lame Duck
    • April 8, 2004

31. Loan repayment period

    By Guest phyphy, April 8, 2004
    • 2 replies
    • 1.4k views
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    • Mike Preston
    • April 8, 2004

32. Plan termination & forfeitures

    By doombuggy, April 7, 2004
    • 3 replies
    • 1.9k views
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    • david rigby
    • April 8, 2004

33. Asset Purchase Agreement

    By cripp12, April 7, 2004
    • 3 replies
    • 1.5k views
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    • Alf
    • April 8, 2004

34. Short first plan year?

    By jaemmons, April 7, 2004
    • 2 replies
    • 1.3k views
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    • Blinky the 3-eyed Fish
    • April 7, 2004

35. Hardship Withdraw from 401(K) Plan

    By Guest jkrad, April 7, 2004
    • 1 reply
    • 1.2k views
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    • FundeK
    • April 7, 2004

36. 402g test

    By Guest Achilles, April 7, 2004
    • 2 replies
    • 2.8k views
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    • Tom Poje
    • April 7, 2004

37. 401(k) refund, maximizing owner

    By pmacduff, April 7, 2004
    • 2 replies
    • 1.3k views
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    • Blinky the 3-eyed Fish
    • April 7, 2004

38. One to One correction method / Catch up contributions

    By fiona1, April 6, 2004
    • 3 replies
    • 2k views
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    • jquazza
    • April 30, 2004

39. ADP Test

    By Guest SPOT, April 6, 2004
    • 1 reply
    • 1k views
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    • Archimage
    • April 6, 2004

40. top heavy contribution in SH plan

    By betheeg, April 6, 2004
    • 6 replies
    • 1.7k views
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    • R. Butler
    • April 8, 2004

41. Top Heavy contribution not made for 2001

    By Guest nlmc18, April 6, 2004
    • 3 replies
    • 1.1k views
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    • Blinky the 3-eyed Fish
    • April 6, 2004

42. Terminated Employee receiving severance pay.

    By Guest Dianne Day, April 6, 2004
    • 1 reply
    • 2.2k views
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    • david rigby
    • April 6, 2004

43. 242(b) elections

    By Guest arlene, April 6, 2004
    • 2 replies
    • 1.5k views
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    • KJohnson
    • April 6, 2004

44. Undisclosed Employee-Paid Fees

    By Guest cstroble, April 6, 2004
    • 3 replies
    • 1.3k views
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    • Mike Preston
    • April 7, 2004

45. Gotta Get Out of My 401k!

    By Guest cstroble, April 6, 2004
    • 1 reply
    • 1.1k views
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    • Jon Chambers
    • April 6, 2004

46. Top Heavy allocation and use in 410(b) test

    By Guest hog4you2, April 5, 2004
    • 2 replies
    • 1.2k views
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    • Guest
    • April 6, 2004

47. Stock Attribution

    By Guest Giovanni, April 5, 2004
    • 5 replies
    • 2k views
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    • Guest
    • April 5, 2004

48. 401K TO A ROTH IRA

    By Guest tim22, April 4, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • April 5, 2004

49. Allocation of Contributions with Forfeitures to Separated Participants

    By Guest DudeRay, April 4, 2004
    • 3 replies
    • 2k views
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    • Tom Poje
    • April 5, 2004

50. Failed ADP refund question

    By fiona1, April 2, 2004
    • 1 reply
    • 1.6k views
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    • mbozek
    • April 2, 2004