401(k) Plans

19,319 topics in this forum

1. Plan termination & forfeitures

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

2. Short first plan year?

   By jaemmons, April 7, 2004
   • 2 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • April 7, 2004

3. Hardship Withdraw from 401(K) Plan

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

4. 401(k) refund, maximizing owner

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

5. 402g test

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

6. Loans and fees

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

7. Undisclosed Employee-Paid Fees

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

8. Top Heavy contribution not made for 2001

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

9. ADP Test

   By Guest SPOT, April 6, 2004
   • 1 reply
   • 1.1k views
   • 
   • Archimage
   • April 6, 2004

10. 242(b) elections

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

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

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

12. Terminated Employee receiving severance pay.

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

13. Gotta Get Out of My 401k!

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

14. 401K TO A ROTH IRA

    By Guest tim22, April 4, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 5, 2004

15. Stock Attribution

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

16. Allocation of Contributions with Forfeitures to Separated Participants

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

17. Failed ADP refund question

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

18. Training for 401k Administrator

    By Guest etu22, March 1, 2004
    • 21 replies
    • 9.7k views
    • 
    • Guest
    • April 2, 2004

19. Controlled groups and safe harbor 401(k)

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

20. Trustee role under a separate trust agreement/FDIC

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

21. 401(k) Plan Termination

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

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

    By billfgrady, April 1, 2004
    • 1 reply
    • 1.9k views
    • 
    • E as in ERISA
    • April 2, 2004

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

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

24. Suspension of Accrual to pass 410

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

25. CALCULATING 5330 EXCISE TAX

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

26. Top Heavy Contribution in 401(k) Plan

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

27. amendment vs. restatement

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

28. 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

29. 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

30. life insurance in a plan

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

31. 401k Contributions...Base or including OT

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

32. top heavy - key employee definition

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

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

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

34. Catch up contributions and the IRS limit.

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

35. Loan fees and usury limits

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

36. Locate lost terminated EE by SS#

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

37. Exclusion from 3% SH Contribution

    By Guest dick@fbanet.com, March 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • g8r
    • March 27, 2004

38. Max Loan Amount

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

39. 2-Loan Limit, Participant Pays Off 1 Loan, Obtains New Loan and Payoff Check Bounces

    By Guest rocnrols2, October 15, 2003
    • 11 replies
    • 2.1k views
    • 
    • Guest
    • March 26, 2004

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

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

41. Discriminatory Compensation

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

42. Forfeitures to Offset Safe Harbor Contributions

    By Guest gaham, March 26, 2004
    • 1 reply
    • 1.7k views
    • 
    • KJohnson
    • March 26, 2004

43. Safe harbor match

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

44. Compensation for Term EE.

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

45. New controlled group ADP testing

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

46. Puerto Rico Qualification

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

47. Top Heavy Contribution For Controlled Group

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

48. 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

49. Compensation in CG/ASG

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

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

    By Guest JulietH, March 24, 2004
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • March 25, 2004