401(k) Plans

19,413 topics in this forum

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

   By doombuggy, June 2, 2004
   • 3 replies
   • 1.3k views
   • 
   • Earl
   • June 3, 2004

2. PENALTY FEE

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

3. Terminate Safe Harbor Plan Mid Year

   By goldtpa, June 2, 2004
   • 2 replies
   • 1.2k views
   • 
   • goldtpa
   • June 2, 2004

4. Conditioning Matching Contributions on Signing a Company Agreement

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

5. Wrong Comp. - QNEC - Testing

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

6. Current Availability

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

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

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

8. Terminating plans-Vesting-Forfeitures

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

9. ADP failure, HCE took hardship in prior year

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

10. Forgot to withdold deferrals

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

11. SPD distribution methods

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

12. IRS Approves Automatic Enrollments

    By Jilliandiz, May 26, 2004
    • 13 replies
    • 2.2k views
    • 
    • oriecat
    • May 28, 2004

13. Failure to Withhold 20%

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

14. Top Paid Group Election

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

15. Control Group issue...

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

16. Not sure where this post should go?

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

17. Top Heavy contribution- QNEC?

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

18. conversion screw-up

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

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

    By sloble@crowleyfleck.com, May 25, 2004
    • 8 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

20. Safe Harbor Money Purchase Plan

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

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

    By Guest jhilliard, May 26, 2004
    • 4 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 26, 2004

22. New 415 rules

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

23. Age-50 Catch-up Contributions

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

24. Termination of a Safe Harbor Plan

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

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

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

26. Matching on Catch Up contributions

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

27. Vesting question

    By FJR, May 25, 2004
    • 8 replies
    • 1.7k views
    • 
    • david rigby
    • May 25, 2004

28. Hardship Withdrawal for Medical Expenses

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

29. Tiered Match Contribution

    By Guest gnappi, May 25, 2004
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • May 25, 2004

30. Paying Withholding....

    By K-t-F, May 25, 2004
    • 2 replies
    • 1.2k views
    • 
    • K-t-F
    • May 25, 2004

31. trustee indemnification

    By Guest Smokin, May 19, 2004
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • May 25, 2004

32. Safe Harbor and PEO plans

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

33. Lost Participants and Reasonable Efforts

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

34. 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
    • 
    • Blinky the 3-eyed Fish
    • May 21, 2004

35. 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

36. Last Day Rule Issue

    By Guest slufoot2000, May 20, 2004
    • 14 replies
    • 3.3k views
    • 
    • Guest
    • May 20, 2004

37. Adopting Employer no longer wants to have plan

    By jkharvey, May 20, 2004
    • 1 reply
    • 1.3k views
    • 
    • rcline46
    • May 20, 2004

38. ASGs and Surgery Centers

    By Guest MikeD, May 19, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 19, 2004

39. Safe Harbor 401(k) and Top Heavy Issue

    By chris, May 17, 2004
    • 14 replies
    • 3.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 19, 2004

40. hardship medical expenses

    By k man, May 19, 2004
    • 1 reply
    • 1.2k views
    • 
    • Harwood
    • May 19, 2004

41. NSCC Trading

    By Guest ell, May 18, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 18, 2004

42. spd disclosure

    By k man, May 11, 2004
    • 7 replies
    • 2.4k views
    • 
    • R. Butler
    • May 18, 2004

43. HCE determination

    By FJR, May 17, 2004
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • May 18, 2004

44. Safe-harbor 401k plan distribution

    By Guest Laura Browne, May 17, 2004
    • 2 replies
    • 1.1k views
    • 
    • chris
    • May 17, 2004

45. Audit

    By ErisaGeek, May 14, 2004
    • 4 replies
    • 1.4k views
    • 
    • Alf
    • May 17, 2004

46. Loan - Audit issue?

    By Guest bueler, May 14, 2004
    • 3 replies
    • 1.2k views
    • 
    • FundeK
    • May 17, 2004

47. Hardship Withdrawals

    By Guest cynthiar, May 12, 2004
    • 11 replies
    • 2.2k views
    • 
    • TBob
    • May 14, 2004

48. Successor Plan Question

    By Guest B'Etor, May 13, 2004
    • 1 reply
    • 1.2k views
    • 
    • Kirk Maldonado
    • May 13, 2004

49. PEO Help.

    By Guest MSP, May 13, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • May 13, 2004

50. top paid group election

    By PensionNewbee, May 12, 2004
    • 14 replies
    • 5.1k views
    • 
    • RTK
    • May 13, 2004