401(k) Plans

19,275 topics in this forum

1. Can SH allocation formula be changed?

   By K-t-F, March 19, 2004
   • 3 replies
   • 1.1k views
   • 
   • K-t-F
   • March 19, 2004

2. Matching on Catch-up Contributions 401(a)(17) Limit

   By jkharvey, March 18, 2004
   • 4 replies
   • 1.8k views
   • 
   • MGB
   • March 19, 2004

3. Mistake in Safe Harbor notice

   By jquazza, March 18, 2004
   • 0 replies
   • 960 views
   • 
   • jquazza
   • March 18, 2004

4. 10 life 401(k) plam

   By Guest dubya, March 18, 2004
   • 2 replies
   • 1.1k views
   • 
   • Demosthenes
   • March 19, 2004

5. Rollovers to 401(k) Post-EGTRRA

   By Guest Benecon, March 18, 2004
   • 1 reply
   • 1.3k views
   • 
   • Appleby
   • March 18, 2004

6. Account balance definition for loans

   By Guest Lawrence_Groves, March 18, 2004
   • 1 reply
   • 1k views
   • 
   • FundeK
   • March 18, 2004

7. Coverage Testing and exclusion by name

   By Lori Foresz, March 18, 2004
   • 1 reply
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • March 18, 2004

8. Key employee Determination (1% owner)

   By jquazza, March 18, 2004
   • 3 replies
   • 1.8k views
   • 
   • jquazza
   • March 18, 2004

9. 401(k) Permissible For Foreign Embassy?

   By Guest Hedwig, March 17, 2004
   • 4 replies
   • 2.4k views
   • 
   • Guest
   • March 23, 2004

10. Excess distributions before 2 1/2 months

    By Brian Gallagher, March 17, 2004
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • March 17, 2004

11. Excess Contributions

    By Guest KD40, March 17, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • March 17, 2004

12. Mistaken force-out

    By Brian Gallagher, March 16, 2004
    • 2 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • March 17, 2004

13. Health insurance premiums contributed to 401(k) plan if employees "Opts Out" of family coverage

    By Guest cosmo01, March 16, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 16, 2004

14. Two Companies, Two PS Plans, Common Ownership

    By Guest ChopperPilot, March 16, 2004
    • 6 replies
    • 1.6k views
    • 
    • AndyH
    • March 18, 2004

15. Correcting failure to obtain spousal consent for 401(k) loan

    By Guest alliketchum, March 16, 2004
    • 7 replies
    • 3.1k views
    • 
    • Belgarath
    • March 16, 2004

16. Refund of Excess Contributions

    By Guest Sara H, March 16, 2004
    • 2 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • March 16, 2004

17. Who get SafeHarbor when PS contributions have different eligibility than CODA

    By Guest CLeggette, March 15, 2004
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • March 16, 2004

18. Taxes on interest

    By Guest mcdanieldon, March 15, 2004
    • 4 replies
    • 1.3k views
    • 
    • Lame Duck
    • March 16, 2004

19. Who is the "employer" for QSLOB purposes?

    By Guest Kaister, March 15, 2004
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 15, 2004

20. Appropriateness of deduction in ASG setting

    By billfgrady, March 15, 2004
    • 0 replies
    • 1k views
    • 
    • billfgrady
    • March 15, 2004

21. Top Heavy Cross Tested Plan - What's the Allocation?

    By Guest ChopperPilot, March 15, 2004
    • 4 replies
    • 1.3k views
    • 
    • Archimage
    • March 15, 2004

22. S-Corp - Profit Sharing Contribution Deadline

    By Guest dhoefer, March 13, 2004
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 13, 2004

23. Catch up contributions and the IRS limit.

    By Guest Nabrin, March 13, 2004
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • March 30, 2004

24. Catch-Up Contributions In A Failed ADP Test

    By Guest ChopperPilot, March 12, 2004
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • March 12, 2004

25. Calculaton of Outstanding Loan Balance

    By Guest jcj, March 12, 2004
    • 5 replies
    • 4.5k views
    • 
    • Guest
    • March 15, 2004

26. Amendment to switch to prior year testing

    By Guest terryh123, March 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 13, 2004

27. controlled group member adopts prototype but participates in a different plan

    By k man, March 12, 2004
    • 5 replies
    • 1.5k views
    • 
    • k man
    • March 15, 2004

28. Stock purchase vs. asset purchase

    By billfgrady, March 12, 2004
    • 4 replies
    • 9.3k views
    • 
    • mbozek
    • March 17, 2004

29. Safe Habor Match Participation

    By Guest PAINPA, March 12, 2004
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • March 12, 2004

30. 401k Contributions...Base or including OT

    By Guest Nabrin, March 12, 2004
    • 11 replies
    • 2.8k views
    • 
    • QDROphile
    • March 30, 2004

31. successor plan?

    By Guest EDSAADE, March 12, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 12, 2004

32. QNEC in first plan year

    By Guest KMP, March 11, 2004
    • 1 reply
    • 987 views
    • 
    • E as in ERISA
    • March 12, 2004

33. 401k and match taken from last check in new year

    By Guest lindamichals, March 11, 2004
    • 2 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 13, 2004

34. Definition of "successor plan" as mentioned in Notice 98-52

    By chris, March 11, 2004
    • 3 replies
    • 2.3k views
    • 
    • k man
    • March 12, 2004

35. Retroactive amendment to increase contribution limits

    By Guest Guanoman, March 11, 2004
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • March 12, 2004

36. 401(k) Refunds and Earnings Calculation

    By buckaroo, March 11, 2004
    • 2 replies
    • 1.8k views
    • 
    • buckaroo
    • March 12, 2004

37. Elective Deferral Limit

    By fiona1, March 11, 2004
    • 2 replies
    • 1.3k views
    • 
    • WDIK
    • March 11, 2004

38. Prior Year Testing Method / No Prior Year test done

    By fiona1, March 11, 2004
    • 1 reply
    • 1k views
    • 
    • R. Butler
    • March 11, 2004

39. help for an HCE who is habitually receiving refunds.

    By Lori H, March 11, 2004
    • 11 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • March 15, 2004

40. Rollover from UK plan to US plan permitted ?

    By Guest halka, March 11, 2004
    • 3 replies
    • 2k views
    • 
    • mbozek
    • March 12, 2004

41. Annual Additions Limit considering Catch-up contributions

    By Guest ADMINREX, March 11, 2004
    • 5 replies
    • 3.2k views
    • 
    • MGB
    • March 12, 2004

42. ACP Failures of contributions that have not been deposited

    By Guest lfriede, March 11, 2004
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • March 12, 2004

43. taxation of distribution to minor children of decesed participant

    By k man, March 10, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • March 11, 2004

44. Rollover of death benefit by domestic partner

    By Guest Bud, March 10, 2004
    • 4 replies
    • 1.4k views
    • 
    • jsb
    • March 11, 2004

45. Safe Harbor & Integration

    By Guest Lisa Karlin, March 10, 2004
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 10, 2004

46. Loan - Deemed Distribution

    By Guest InfoSeeker, March 10, 2004
    • 3 replies
    • 1.5k views
    • 
    • JanetM
    • March 12, 2004

47. Timing of Top Heavy and Matching/Profit Sharing Contributions

    By MarZDoates, March 10, 2004
    • 0 replies
    • 1.6k views
    • 
    • MarZDoates
    • March 10, 2004

48. Is this a prohibited transaction?

    By FundeK, March 10, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 10, 2004

49. Compensation

    By Guest Hartnett123, March 10, 2004
    • 4 replies
    • 3.5k views
    • 
    • Guest
    • March 11, 2004

50. "otherwise excludable" testing

    By PensionNewbee, March 9, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 10, 2004