401(k) Plans

19,299 topics in this forum

1. Forfeitures and QNEC's

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

2. "otherwise excludable" testing

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

3. Forfeiture Account Use

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

4. Receiving plan of rollover contribution and forms?

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

5. Contributions includable in ACP

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

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

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

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

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

8. Safe Harbor and New Comparability Plan

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

9. Professionally managed alternative for participants

   By Guest tschenk, December 31, 2001
   • 25 replies
   • 4.1k views
   • 
   • k man
   • March 9, 2004

10. Commission as 401(k) Deferrrals

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

11. Multiple Employer Plan Testing

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

12. Employer Stock Communication Requirements

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

13. HCE with no comp but 1,000 hours

    By PensionNewbee, March 4, 2004
    • 18 replies
    • 5.1k views
    • 
    • Guest
    • March 8, 2004

14. Frequent Trading / Insider Trading

    By RCK, March 2, 2004
    • 14 replies
    • 4k views
    • 
    • Guest
    • March 8, 2004

15. Under $5,000 force out procedures

    By FundeK, March 4, 2004
    • 7 replies
    • 2.7k views
    • 
    • doombuggy
    • March 8, 2004

16. anti-cutback implications

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

17. 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
    • 
    • Guest
    • March 5, 2004

18. 1099R coded as premature, however it was not.

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

19. Sample Test - Document Drafting

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

20. Multiple Employer Plan

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

21. 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
    • 
    • Jon Chambers
    • March 5, 2004

22. DATAIR VOLUME SUBMITTER DOCUMENT

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

23. prior year testing

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

24. safe harbor 401(k)

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

25. Safe harbor true-up

    By Guest JBeck, March 4, 2004
    • 2 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • 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. 404c / Fiduciary liability if initial enrollment investment choices are limited to pre-allocated portfolios

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

28. Maximum Contribution for fiscal plans ending in 2004

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

29. 401(k) Availability for State and Local Governments

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

30. Retroactive S Corp Election by LLC (abridged)

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

31. qualifications for employers.....

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

32. QNEC & Profit Sharing contributions

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

33. Amending eligibility to a longer wait in a 401(k) Plan

    By Guest TracyAndrews, March 1, 2004
    • 13 replies
    • 3.9k views
    • 
    • Blinky the 3-eyed Fish
    • March 3, 2004

34. 401k plan used as collaterial

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

35. ADP failure refunds

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

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

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

37. Multiple Employer Plan Liability

    By Guest Shaf, February 23, 2004
    • 12 replies
    • 1.8k views
    • 
    • Guest
    • March 2, 2004

38. 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

39. Age Requirement

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

40. 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

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

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

42. 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

43. ADP Question

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

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

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

45. New Proposed DOL rule on involuntary cashouts

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

46. Safe Harbor Conversion

    By Dougsbpc, March 1, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 2, 2004

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

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

48. Failed ADP Test

    By goldtpa, March 1, 2004
    • 1 reply
    • 1.9k views
    • 
    • jquazza
    • March 1, 2004

49. contribution in error

    By wsp, February 28, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • March 1, 2004

50. Foreign National who pays US Taxes participate in 401(k)

    By Guest bueler, March 1, 2004
    • 6 replies
    • 4.1k views
    • 
    • jquazza
    • March 1, 2004