401(k) Plans

19,275 topics in this forum

1. Receiving plan of rollover contribution and forms?

   By Guest MSP, March 9, 2004
   • 0 replies
   • 1k views
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   • Guest
   • March 9, 2004

2. IRC 318 stock attribution in year of divorce...

   By jaemmons, March 9, 2004
   • 1 reply
   • 1.9k views
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   • Blinky the 3-eyed Fish
   • March 9, 2004

3. pre-pay outstanding loan - how is this calculated?

   By PensionNewbee, March 9, 2004
   • 2 replies
   • 1.1k views
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   • FundeK
   • March 9, 2004

4. Do excess contributions automatically "convert" to catch-up contributions ?

   By Guest hyper, March 9, 2004
   • 4 replies
   • 2.3k views
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   • Blinky the 3-eyed Fish
   • March 10, 2004

5. use of the catch up contribution

   By Guest zdarskyj, March 9, 2004
   • 5 replies
   • 1.3k views
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   • PensionNewbee
   • March 11, 2004

6. Forfeiture Account Use

   By Guest etu22, March 9, 2004
   • 8 replies
   • 17.2k views
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   • Guest
   • March 9, 2004

7. Contributions includable in ACP

   By Guest jim williams, March 9, 2004
   • 2 replies
   • 1.1k views
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   • Guest
   • March 9, 2004

8. Safe Harbor and New Comparability Plan

   By Guest tlemaster2, March 9, 2004
   • 1 reply
   • 1.6k views
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   • Tom Poje
   • March 9, 2004

9. Commission as 401(k) Deferrrals

   By Randy Watson, March 9, 2004
   • 0 replies
   • 1.6k views
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   • Randy Watson
   • March 9, 2004

10. Employer Stock Communication Requirements

    By Guest PAL100759, March 8, 2004
    • 0 replies
    • 1k views
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    • Guest
    • March 8, 2004

11. Wants to defer out of bonus only

    By Guest dubya, March 8, 2004
    • 13 replies
    • 2.5k views
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    • Lame Duck
    • March 18, 2004

12. 1099-MISC

    By doombuggy, March 8, 2004
    • 4 replies
    • 1.5k views
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    • Mary Kay Foss
    • March 13, 2004

13. Multiple Employer Plan Testing

    By DTH, March 5, 2004
    • 2 replies
    • 1.7k views
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    • alanm
    • March 8, 2004

14. anti-cutback implications

    By Guest medinael, March 5, 2004
    • 3 replies
    • 1.6k views
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    • KJohnson
    • March 5, 2004

15. 1099R coded as premature, however it was not.

    By Guest Michael Anderson, March 5, 2004
    • 4 replies
    • 1.6k views
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    • Guest
    • March 5, 2004

16. Sample Test - Document Drafting

    By Guest JJB12, March 5, 2004
    • 0 replies
    • 989 views
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    • Guest
    • March 5, 2004

17. Forfeitures and QNEC's

    By Guest welcomehome, March 5, 2004
    • 5 replies
    • 2.6k views
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    • Kirk Maldonado
    • March 10, 2004

18. DATAIR VOLUME SUBMITTER DOCUMENT

    By Guest Jerry, March 4, 2004
    • 1 reply
    • 1k views
    • 
    • Guest
    • March 4, 2004

19. HCE with no comp but 1,000 hours

    By PensionNewbee, March 4, 2004
    • 18 replies
    • 5k views
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    • Guest
    • March 8, 2004

20. Top heavy and safe harbor nonelective contribution

    By Guest Dolores Lawrence, March 4, 2004
    • 9 replies
    • 3k views
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    • Tom Poje
    • March 12, 2004

21. Safe harbor true-up

    By Guest JBeck, March 4, 2004
    • 2 replies
    • 1.7k views
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    • Blinky the 3-eyed Fish
    • March 4, 2004

22. Multiple Employer Plan

    By Guest Mbrockway, March 4, 2004
    • 8 replies
    • 1.7k views
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    • Guest
    • March 5, 2004

23. prior year testing

    By Guest good2brich, March 4, 2004
    • 11 replies
    • 2.2k views
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    • jquazza
    • March 4, 2004

24. QNECs and prior year testing

    By Guest Jane Freeman, March 4, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • July 22, 2004

25. 404c / Fiduciary liability if initial enrollment investment choices are limited to pre-allocated portfolios

    By Guest kpneward, March 4, 2004
    • 0 replies
    • 1k views
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    • Guest
    • March 4, 2004

26. Controlled group - Testing by separate divisions...

    By jaemmons, March 4, 2004
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • March 4, 2004

27. Under $5,000 force out procedures

    By FundeK, March 4, 2004
    • 7 replies
    • 2.6k views
    • 
    • doombuggy
    • March 8, 2004

28. safe harbor 401(k)

    By k man, March 3, 2004
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • March 4, 2004

29. qualifications for employers.....

    By Guest SprinklerGuy, March 3, 2004
    • 7 replies
    • 1.4k views
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    • Mike Preston
    • March 3, 2004

30. Bottom up QNEC guidence

    By Guest cohenron, March 3, 2004
    • 9 replies
    • 2.9k views
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    • austin3515
    • September 13, 2006

31. Maximum Contribution for fiscal plans ending in 2004

    By KoolLady4, March 3, 2004
    • 5 replies
    • 1.2k views
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    • Guest
    • March 4, 2004

32. QNEC & Profit Sharing contributions

    By Guest jim williams, March 3, 2004
    • 3 replies
    • 3.3k views
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    • jquazza
    • March 3, 2004

33. ADP failure refunds

    By Guest sritts, March 3, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 3, 2004

34. 401(k) Availability for State and Local Governments

    By Guest Joel Lee, March 3, 2004
    • 3 replies
    • 1.2k views
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    • mbozek
    • March 4, 2004

35. Revisiting the definition of compensation for 3% safe harbor

    By jkharvey, March 2, 2004
    • 0 replies
    • 951 views
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    • jkharvey
    • March 2, 2004

36. 1099R Code for in-kind distribution of annuity contract from qualified plan?

    By Guest CTBenefitsLaw, March 2, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 2, 2004

37. Age Requirement

    By Jilliandiz, March 2, 2004
    • 1 reply
    • 986 views
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    • david rigby
    • March 2, 2004

38. Can LLC member make 401(k) contribs now for plan year 12/03

    By Guest Gee Bee Fran, March 2, 2004
    • 6 replies
    • 1.3k views
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    • Guest
    • March 5, 2004

39. Retroactive S Corp Election by LLC (abridged)

    By austin3515, March 2, 2004
    • 2 replies
    • 1.8k views
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    • austin3515
    • March 3, 2004

40. ADP Question

    By billfgrady, March 2, 2004
    • 2 replies
    • 1.2k views
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    • Mike Preston
    • March 2, 2004

41. Frequent Trading / Insider Trading

    By RCK, March 2, 2004
    • 14 replies
    • 3.9k views
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    • Guest
    • March 8, 2004

42. not a "real" retirement, but completed distribution anyway

    By Jim Chad, March 2, 2004
    • 1 reply
    • 1k views
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    • Mike Preston
    • March 2, 2004

43. New Proposed DOL rule on involuntary cashouts

    By Brian Gallagher, March 2, 2004
    • 2 replies
    • 1.1k views
    • 
    • Brian Gallagher
    • March 2, 2004

44. do fiduciairies lose 404(c) protection if they change fund allocations within model strategies offered to participants?

    By k man, March 2, 2004
    • 11 replies
    • 1.8k views
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    • Jon Chambers
    • March 5, 2004

45. can employer terminate and sponsor another plan within 12 month period?

    By k man, March 2, 2004
    • 3 replies
    • 1.8k views
    • 
    • k man
    • March 2, 2004

46. 401k plan used as collaterial

    By Guest Blaser, March 2, 2004
    • 6 replies
    • 1.7k views
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    • mbozek
    • March 3, 2004

47. Retroactive Entry on a 401(k) Plan.

    By jquazza, March 1, 2004
    • 3 replies
    • 1.4k views
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    • WDIK
    • March 2, 2004

48. SH Non-elective AND PS written into Document- use part of PS to fund SH?

    By TPAVP, March 1, 2004
    • 6 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2004

49. Training for 401k Administrator

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

50. Safe Harbor Match and 401(a)4 testing

    By Guest hog4you2, March 1, 2004
    • 4 replies
    • 2.2k views
    • 
    • Archimage
    • March 2, 2004