401(k) Plans

19,275 topics in this forum

1. Trustee role under a separate trust agreement/FDIC

   By Guest Mbrockway, April 2, 2004
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • April 2, 2004

2. Controlled groups and safe harbor 401(k)

   By Lori Foresz, April 1, 2004
   • 3 replies
   • 1.8k views
   • 
   • Lori Foresz
   • April 2, 2004

3. Do the controlled group rules of Section 1563 apply to LLCs too?

   By billfgrady, April 1, 2004
   • 1 reply
   • 1.8k views
   • 
   • E as in ERISA
   • April 2, 2004

4. Suspension of Accrual to pass 410

   By Alf, April 1, 2004
   • 0 replies
   • 1k views
   • 
   • Alf
   • April 1, 2004

5. Rules prohibiting one employer from adopting another employer's plan?

   By billfgrady, April 1, 2004
   • 1 reply
   • 1.1k views
   • 
   • Guest
   • April 2, 2004

6. CALCULATING 5330 EXCISE TAX

   By Guest arlene, April 1, 2004
   • 4 replies
   • 2.2k views
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   • Archimage
   • April 1, 2004

7. amendment vs. restatement

   By Lori H, March 31, 2004
   • 2 replies
   • 4k views
   • 
   • KJohnson
   • March 31, 2004

8. Transferring between members of contol group and distributions

   By JanetM, March 30, 2004
   • 1 reply
   • 1.3k views
   • 
   • E as in ERISA
   • March 31, 2004

9. Loans and fees

   By Guest CAM223, March 30, 2004
   • 6 replies
   • 1.9k views
   • 
   • maverick
   • April 7, 2004

10. Top Heavy Contribution in 401(k) Plan

    By Guest ryler, March 30, 2004
    • 10 replies
    • 1.6k views
    • 
    • Archimage
    • April 1, 2004

11. top heavy - key employee definition

    By k man, March 30, 2004
    • 1 reply
    • 1.9k views
    • 
    • k man
    • March 30, 2004

12. Safe Harbor 401k - Spouse Earning the 402(g) Limit

    By Guest Robin S. Vatalaro, March 30, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 31, 2004

13. Comparing 401k's to 403b's

    By Guest agsmith, March 29, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 30, 2004

14. 401(k) Plan Termination

    By Guest Cookiemonster, March 29, 2004
    • 5 replies
    • 2.4k views
    • 
    • Just Me
    • April 2, 2004

15. Rollover Question

    By Scott, March 29, 2004
    • 5 replies
    • 1.9k views
    • 
    • Bri
    • December 22, 2005

16. Locate lost terminated EE by SS#

    By K-t-F, March 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • WDIK
    • March 29, 2004

17. Loan fees and usury limits

    By Guest lfriede, March 29, 2004
    • 1 reply
    • 1.3k views
    • 
    • k man
    • March 29, 2004

18. Exclusion from 3% SH Contribution

    By Guest dick@fbanet.com, March 26, 2004
    • 1 reply
    • 1k views
    • 
    • g8r
    • March 27, 2004

19. Discretionary Match to HCE's in Safe Harbor Plan

    By Guest Giovanni, March 26, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 26, 2004

20. life insurance in a plan

    By PensionNewbee, March 26, 2004
    • 8 replies
    • 1.6k views
    • 
    • Lame Duck
    • March 30, 2004

21. Discriminatory Compensation

    By Lori Foresz, March 26, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 26, 2004

22. Max Loan Amount

    By Guest good2brich, March 26, 2004
    • 6 replies
    • 1.7k views
    • 
    • E as in ERISA
    • March 26, 2004

23. Forfeitures to Offset Safe Harbor Contributions

    By Guest gaham, March 26, 2004
    • 1 reply
    • 1.6k views
    • 
    • KJohnson
    • March 26, 2004

24. New controlled group ADP testing

    By Gilmore, March 26, 2004
    • 0 replies
    • 1.1k views
    • 
    • Gilmore
    • March 26, 2004

25. Notice of optional form of benefit elimination

    By Guest hyper, March 25, 2004
    • 4 replies
    • 1.6k views
    • 
    • Lynn Campbell
    • September 1, 2004

26. Top Heavy Contribution For Controlled Group

    By Lori Foresz, March 25, 2004
    • 0 replies
    • 1.3k views
    • 
    • Lori Foresz
    • March 25, 2004

27. Puerto Rico Qualification

    By Guest CRC02, March 25, 2004
    • 4 replies
    • 1.5k views
    • 
    • Harwood
    • March 25, 2004

28. Compensation in CG/ASG

    By goldtpa, March 25, 2004
    • 0 replies
    • 1.1k views
    • 
    • goldtpa
    • March 25, 2004

29. 410(b) Coverage Testing Issue w/ Safe harbor Allocation vs. Top Heavy Minimums

    By Guest RDS METRO, March 25, 2004
    • 3 replies
    • 1.6k views
    • 
    • Tom Poje
    • March 25, 2004

30. Compensation for Term EE.

    By Guest moltengator, March 25, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • March 26, 2004

31. Trap for the unwary?

    By Brenda Wren, March 25, 2004
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • March 25, 2004

32. Do you physically have to do a Top Heavy test?

    By Brian Gallagher, March 24, 2004
    • 1 reply
    • 1.4k views
    • 
    • jquazza
    • March 25, 2004

33. Can one recalculate after a ADP failure and then use shifting to help the ACP test?

    By Guest JulietH, March 24, 2004
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • March 25, 2004

34. Coverage Testing in a 401(k) Safe Harbor Integrated Profit Sharing Plan

    By Guest rmwright, March 24, 2004
    • 22 replies
    • 8.9k views
    • 
    • EBDI
    • April 10, 2013

35. Can a qualified US 401(k) Plan accept a rollover contribution from a Puero Rico 1165(a) Plan?

    By Guest erisamelissa, March 24, 2004
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • June 6, 2013

36. Who gets top heavy minimum?

    By jquazza, March 24, 2004
    • 0 replies
    • 1.4k views
    • 
    • jquazza
    • March 24, 2004

37. Is Rollover Considered In Top Heavy

    By Guest good2brich, March 24, 2004
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • March 24, 2004

38. Trend analysis of plan amendments

    By Guest ntmmn, March 24, 2004
    • 0 replies
    • 878 views
    • 
    • Guest
    • March 24, 2004

39. Safe harbor match

    By Guest cynthiar, March 24, 2004
    • 11 replies
    • 3.2k views
    • 
    • Tom Poje
    • March 26, 2004

40. Excluding employees by location

    By eilano, March 23, 2004
    • 1 reply
    • 1.1k views
    • 
    • jquazza
    • March 24, 2004

41. 401k Termination to Adopt a SIMPLE IRA plan

    By Guest dhoefer, March 23, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 23, 2004

42. Participant Loan - IRA Rollover

    By Guest dhoefer, March 23, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 24, 2004

43. Vesting Admendment?

    By Guest Shaf, March 23, 2004
    • 2 replies
    • 1.2k views
    • 
    • Earl
    • March 25, 2004

44. Safe Harbor question......

    By Guest jhilliard, March 23, 2004
    • 5 replies
    • 1.2k views
    • 
    • Tom Poje
    • March 23, 2004

45. QNECs and catch up contributions

    By Guest phyphy, March 22, 2004
    • 10 replies
    • 2.7k views
    • 
    • jquazza
    • March 24, 2004

46. Should the employer set up separate accounts for safe harbor contributions?

    By katieinny, March 22, 2004
    • 3 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • March 23, 2004

47. ADP Testing

    By MBCarey, March 22, 2004
    • 0 replies
    • 964 views
    • 
    • MBCarey
    • March 22, 2004

48. Semi-divorced decedent - Who is beneficiary?

    By Brenda Wren, March 22, 2004
    • 3 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • March 23, 2004

49. Term'd participant is now perm. disabled

    By doombuggy, March 22, 2004
    • 3 replies
    • 1.4k views
    • 
    • doombuggy
    • March 23, 2004

50. Participant Loans - First payment

    By Gilmore, March 19, 2004
    • 4 replies
    • 1.5k views
    • 
    • rcline46
    • March 19, 2004