401(k) Plans

19,389 topics in this forum

1. Forfeiture buy back rules

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

2. closed mutual funds

   By k man, June 2, 2004
   • 14 replies
   • 2.4k views
   • 
   • Guest
   • June 16, 2004

3. Is an audit necessary?

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

4. 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

5. 401(k) Plan -- Disabled Participant Issues

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

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

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

7. 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

8. special coverage rules

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

9. 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
   • 1.4k views
   • 
   • david rigby
   • June 14, 2004

10. partial yr comp

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

11. Amendment of plans for TRA '86

    By Guest Lawrence_Groves, June 8, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 14, 2004

12. Paid Leave and 401(k) Deferrals

    By Randy Watson, June 3, 2004
    • 13 replies
    • 6k views
    • 
    • Randy Watson
    • June 11, 2004

13. Acceptance of Electronic Beneficiary Designation Forms

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

14. Notice of Matching Formula Question

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

15. "First year plan" rule for testing

    By pbarrett, June 9, 2004
    • 0 replies
    • 1.2k views
    • 
    • pbarrett
    • June 9, 2004

16. If employer limits elective deferrals ......

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

17. Is this a successor plan?

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

18. Restart Discretionary Match

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

19. epcrs -- plan expenses?

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

20. conversion confusion

    By PensionNewbee, June 2, 2004
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • June 7, 2004

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

    By K-t-F, June 1, 2004
    • 14 replies
    • 2.2k views
    • 
    • Earl
    • June 4, 2004

22. Payment to nonresident (Canadian) beneficiary

    By Guest TroyRiley, June 3, 2004
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • June 4, 2004

23. Partial Plan Termination

    By Guest Cookiemonster, June 3, 2004
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • June 4, 2004

24. Was I wrong?

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

25. Domestic Partners

    By Guest ccruie, June 3, 2004
    • 1 reply
    • 1.5k views
    • 
    • oriecat
    • June 3, 2004

26. fixed match by grouping- possible?

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

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

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

28. PENALTY FEE

    By Guest alan24, June 1, 2004
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • June 3, 2004

29. Terminate Safe Harbor Plan Mid Year

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

30. Conditioning Matching Contributions on Signing a Company Agreement

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

31. Wrong Comp. - QNEC - Testing

    By Guest philc, June 2, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 2, 2004

32. Current Availability

    By Tetsuro, June 2, 2004
    • 0 replies
    • 1.1k views
    • 
    • Tetsuro
    • June 2, 2004

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

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

34. Terminating plans-Vesting-Forfeitures

    By Guest Gordy, April 28, 2004
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • June 1, 2004

35. ADP failure, HCE took hardship in prior year

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

36. Forgot to withdold deferrals

    By Guest kelly9522, June 1, 2004
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • June 1, 2004

37. SPD distribution methods

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

38. IRS Approves Automatic Enrollments

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

39. Failure to Withhold 20%

    By goldtpa, May 28, 2004
    • 4 replies
    • 4.2k views
    • 
    • alanm
    • May 28, 2004

40. Top Paid Group Election

    By k man, February 9, 2001
    • 5 replies
    • 3.2k views
    • 
    • Alf
    • May 28, 2004

41. Control Group issue...

    By Guest jusducki, May 27, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • May 27, 2004

42. Not sure where this post should go?

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

43. Top Heavy contribution- QNEC?

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

44. conversion screw-up

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

45. 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

46. Safe Harbor Money Purchase Plan

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

47. 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

48. New 415 rules

    By FAPInJax, May 26, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

49. Age-50 Catch-up Contributions

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

50. Termination of a Safe Harbor Plan

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