401(k) Plans

19,333 topics in this forum

1. Exclusion from 3% SH Contribution

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

2. Max Loan Amount

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

3. 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

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

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

5. Discriminatory Compensation

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

6. Forfeitures to Offset Safe Harbor Contributions

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

7. Safe harbor match

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

8. Compensation for Term EE.

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

9. New controlled group ADP testing

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

10. Puerto Rico Qualification

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

11. Top Heavy Contribution For Controlled Group

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

12. 410(b) Coverage Testing Issue w/ Safe harbor Allocation vs. Top Heavy Minimums

    By Guest RDS METRO, March 25, 2004
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • March 25, 2004

13. Compensation in CG/ASG

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

14. 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

15. Trap for the unwary?

    By Brenda Wren, March 25, 2004
    • 1 reply
    • 1.4k views
    • 
    • Tom Poje
    • March 25, 2004

16. Vesting Admendment?

    By Guest Shaf, March 23, 2004
    • 2 replies
    • 1.2k views
    • 
    • Earl
    • March 25, 2004

17. Do you physically have to do a Top Heavy test?

    By Brian Gallagher, March 24, 2004
    • 1 reply
    • 1.4k views
    • 
    • jquazza
    • March 25, 2004

18. Participant Loan - IRA Rollover

    By Guest dhoefer, March 23, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 24, 2004

19. Who gets top heavy minimum?

    By jquazza, March 24, 2004
    • 0 replies
    • 1.4k views
    • 
    • jquazza
    • March 24, 2004

20. QNECs and catch up contributions

    By Guest phyphy, March 22, 2004
    • 10 replies
    • 2.7k views
    • 
    • jquazza
    • March 24, 2004

21. Is Rollover Considered In Top Heavy

    By Guest good2brich, March 24, 2004
    • 1 reply
    • 1.2k views
    • 
    • JanetM
    • March 24, 2004

22. Trend analysis of plan amendments

    By Guest ntmmn, March 24, 2004
    • 0 replies
    • 887 views
    • 
    • Guest
    • March 24, 2004

23. Excluding employees by location

    By eilano, March 23, 2004
    • 1 reply
    • 1.2k views
    • 
    • jquazza
    • March 24, 2004

24. 401k Termination to Adopt a SIMPLE IRA plan

    By Guest dhoefer, March 23, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 23, 2004

25. Safe Harbor question......

    By Guest jhilliard, March 23, 2004
    • 5 replies
    • 1.2k views
    • 
    • Tom Poje
    • March 23, 2004

26. 401(k) Permissible For Foreign Embassy?

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

27. Term'd participant is now perm. disabled

    By doombuggy, March 22, 2004
    • 3 replies
    • 1.4k views
    • 
    • doombuggy
    • March 23, 2004

28. Should the employer set up separate accounts for safe harbor contributions?

    By katieinny, March 22, 2004
    • 3 replies
    • 1.4k views
    • 
    • Brian Gallagher
    • March 23, 2004

29. Semi-divorced decedent - Who is beneficiary?

    By Brenda Wren, March 22, 2004
    • 3 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • March 23, 2004

30. ADP Testing

    By MBCarey, March 22, 2004
    • 0 replies
    • 974 views
    • 
    • MBCarey
    • March 22, 2004

31. Participant Loans - First payment

    By Gilmore, March 19, 2004
    • 4 replies
    • 1.5k views
    • 
    • rcline46
    • March 19, 2004

32. Can SH allocation formula be changed?

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

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

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

34. 10 life 401(k) plam

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

35. Mistake in Safe Harbor notice

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

36. Rollovers to 401(k) Post-EGTRRA

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

37. Key employee Determination (1% owner)

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

38. Account balance definition for loans

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

39. Two Companies, Two PS Plans, Common Ownership

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

40. 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

41. Wants to defer out of bonus only

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

42. Excess Contributions

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

43. Excess distributions before 2 1/2 months

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

44. Stock purchase vs. asset purchase

    By billfgrady, March 12, 2004
    • 4 replies
    • 9.4k views
    • 
    • mbozek
    • March 17, 2004

45. Mistaken force-out

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

46. Taxes on interest

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

47. Refund of Excess Contributions

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

48. 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

49. 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

50. 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