401(k) Plans

19,299 topics in this forum

1. Mistake in Safe Harbor notice

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

2. Rollovers to 401(k) Post-EGTRRA

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

3. Key employee Determination (1% owner)

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

4. Account balance definition for loans

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

5. Two Companies, Two PS Plans, Common Ownership

   By Guest ChopperPilot, March 16, 2004
   • 6 replies
   • 1.7k views
   • 
   • AndyH
   • March 18, 2004

6. Coverage Testing and exclusion by name

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

7. 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

8. Excess Contributions

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

9. Excess distributions before 2 1/2 months

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

10. Stock purchase vs. asset purchase

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

11. Mistaken force-out

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

12. Taxes on interest

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

13. Refund of Excess Contributions

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

14. 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

15. 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
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    • Guest
    • March 16, 2004

16. 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

17. Calculaton of Outstanding Loan Balance

    By Guest jcj, March 12, 2004
    • 5 replies
    • 4.6k views
    • 
    • Guest
    • March 15, 2004

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

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

19. 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

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
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    • Archimage
    • March 15, 2004

22. 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

23. QDRO - In-service for Top Heavy???

    By Guest tropicgetaway, June 24, 2003
    • 6 replies
    • 2.9k views
    • 
    • g8r
    • March 15, 2004

24. S-Corp - Profit Sharing Contribution Deadline

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

25. 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

26. 1099-MISC

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

27. Amendment to switch to prior year testing

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

28. Catch-Up Contributions In A Failed ADP Test

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

29. QNEC in first plan year

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

30. 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

31. ACP Failures of contributions that have not been deposited

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

32. 401(k) Refunds and Earnings Calculation

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

33. Retroactive amendment to increase contribution limits

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

34. Safe Habor Match Participation

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

35. Annual Additions Limit considering Catch-up contributions

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

36. Loan - Deemed Distribution

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

37. Rollover from UK plan to US plan permitted ?

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

38. Top heavy and safe harbor nonelective contribution

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

39. successor plan?

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

40. Elective Deferral Limit

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

41. Rollover of death benefit by domestic partner

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

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

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

43. Compensation

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

44. Loan Repayments

    By Guest blackacre, September 3, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 11, 2004

45. use of the catch up contribution

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

46. taxation of distribution to minor children of decesed participant

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

47. Safe Harbor & Integration

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

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

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

49. Is this a prohibited transaction?

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

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

    By Guest hyper, March 9, 2004
    • 4 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • March 10, 2004