401(k) Plans

19,275 topics in this forum

1. Net Earned Income Calcl. with 2 employer sources

   By Guest bernie lomax, February 18, 2004
   • 14 replies
   • 2.5k views
   • 
   • Gary Lesser
   • March 9, 2007

2. Failure to make profit sharing contribution.

   By ErisaGeek, February 18, 2004
   • 5 replies
   • 1.8k views
   • 
   • J2D2
   • February 19, 2004

3. IRA & 401K Contributions

   By Guest rachd, February 18, 2004
   • 5 replies
   • 1.3k views
   • 
   • WDIK
   • February 18, 2004

4. Simple 401(k) and 401(k) Plans

   By Jilliandiz, February 18, 2004
   • 4 replies
   • 1.5k views
   • 
   • Appleby
   • February 18, 2004

5. Can someone on workmans comp be terminated?

   By Guest Michael Anderson, February 18, 2004
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • February 18, 2004

6. Cap on HCE for Profit sharing? and New vesting Rules?

   By Guest Michael Anderson, February 18, 2004
   • 1 reply
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • February 18, 2004

7. Top Heavy 5-year rule

   By Guest KevinP, February 18, 2004
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • February 18, 2004

8. ADP failure refunds

   By pmacduff, February 18, 2004
   • 4 replies
   • 2.5k views
   • 
   • pmacduff
   • February 19, 2004

9. deferrals not stopped after hardship

   By wsp, February 17, 2004
   • 0 replies
   • 1.5k views
   • 
   • wsp
   • February 17, 2004

10. cash out buy back

    By Guest JBeck, February 17, 2004
    • 5 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • February 18, 2004

11. Investments in Real-Estate?

    By Guest rachd, February 17, 2004
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • February 17, 2004

12. Top heavy and catch up contributions

    By Guest kelly9522, February 16, 2004
    • 2 replies
    • 1.2k views
    • 
    • E as in ERISA
    • February 16, 2004

13. ADP/ACP Prior Year Testing Method

    By fiona1, February 16, 2004
    • 14 replies
    • 6.7k views
    • 
    • §#$%!
    • February 19, 2004

14. Timing of Amendment to Chnage Testing Method

    By davef, February 16, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • February 16, 2004

15. Missed Safe Habor Contribution

    By Guest Michael Anderson, February 16, 2004
    • 3 replies
    • 2.1k views
    • 
    • Tom Poje
    • December 23, 2004

16. Rectifying Overlooked 2-Year's Service Requirement

    By Guest halka, February 13, 2004
    • 0 replies
    • 929 views
    • 
    • Guest
    • February 13, 2004

17. Can owners opt out of the 3% safe harbor contribution

    By Guest rffahey, February 13, 2004
    • 3 replies
    • 3.2k views
    • 
    • Blinky the 3-eyed Fish
    • February 16, 2004

18. Vesting question

    By Guest carsca, February 13, 2004
    • 3 replies
    • 1.8k views
    • 
    • Jed Macy
    • February 14, 2004

19. Prior Year Testing / Permissive Disaggregation

    By fiona1, February 13, 2004
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • February 25, 2004

20. PEO Scenario

    By bzorc, February 13, 2004
    • 2 replies
    • 1.1k views
    • 
    • Alf
    • February 13, 2004

21. HCE definiton

    By fiona1, February 13, 2004
    • 1 reply
    • 2.2k views
    • 
    • Mike Preston
    • February 13, 2004

22. Partners in an LLP with 401K plan --- How do you split up their "deferrals" vs their "company match" ?

    By Guest rffahey, February 12, 2004
    • 1 reply
    • 2.1k views
    • 
    • E as in ERISA
    • February 12, 2004

23. Safe Habor 401(k) - Incorrect Match

    By Guest rgorman, February 12, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 13, 2004

24. Permissive Disaggregation

    By fiona1, February 12, 2004
    • 4 replies
    • 13.1k views
    • 
    • Mike Preston
    • February 19, 2004

25. Safe Harbor 401(k) with Union Employees

    By Blinky the 3-eyed Fish, February 12, 2004
    • 6 replies
    • 5.7k views
    • 
    • wsp
    • February 17, 2004

26. ADP Testing and Union Employees

    By Guest SCUDDESLER, February 12, 2004
    • 1 reply
    • 4.3k views
    • 
    • KJohnson
    • February 12, 2004

27. Question regarding allocation of plan expenses

    By Guest VEBA Las Vegas, February 12, 2004
    • 4 replies
    • 2k views
    • 
    • Guest
    • February 14, 2004

28. Is spousal consent required to make required mimimum distributions?

    By Guest MikeD, February 12, 2004
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • February 12, 2004

29. Discrimination question

    By Guest EricR, February 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 12, 2004

30. Failure to include eligible employees

    By Guest mmc, February 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • February 12, 2004

31. Blackout Notice

    By Guest cynthiar, February 12, 2004
    • 2 replies
    • 1.5k views
    • 
    • Harwood
    • February 12, 2004

32. Distribution from simple IRA

    By Guest cynthiar, February 12, 2004
    • 1 reply
    • 988 views
    • 
    • jevd
    • February 12, 2004

33. QMAC Question

    By Guest KD40, February 11, 2004
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 13, 2004

34. HCE by right to acquire stock

    By Blinky the 3-eyed Fish, February 11, 2004
    • 3 replies
    • 1.1k views
    • 
    • Kirk Maldonado
    • February 12, 2004

35. Ministry and 401(k) plan

    By eilano, February 11, 2004
    • 0 replies
    • 960 views
    • 
    • eilano
    • February 11, 2004

36. ADP refund earnings and catch-ups

    By Guest HFOSTER, February 10, 2004
    • 1 reply
    • 2k views
    • 
    • jaemmons
    • February 12, 2004

37. Military Leave Question

    By Guest KD40, February 10, 2004
    • 6 replies
    • 2k views
    • 
    • austin3515
    • February 7, 2011

38. HCE calculation - non-calendar plan year

    By Guest Achilles, February 10, 2004
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • February 10, 2004

39. Top-paid group determination and acquisitions

    By Guest NiceGuyMike, February 9, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 9, 2004

40. Highly Compensated / Meger Question

    By fiona1, February 9, 2004
    • 3 replies
    • 1.1k views
    • 
    • E as in ERISA
    • February 10, 2004

41. Defined Contribution Plan w/Discretionary Match chose prior year ratio for ADP & ACP testing. Plan did not give a match in the prior year.

    By Guest jkschup, February 9, 2004
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • February 9, 2004

42. combining ADP/ACP to pass test

    By KoolLady4, February 9, 2004
    • 2 replies
    • 1.5k views
    • 
    • KoolLady4
    • February 9, 2004

43. Different EIN for 5500 and Form 945 filings?

    By Guest Commuter Rex, February 9, 2004
    • 7 replies
    • 3.1k views
    • 
    • Earl
    • February 13, 2004

44. Plan Amendments

    By Guest Raman A, February 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • Kirk Maldonado
    • February 10, 2004

45. Loan Repayments while laid off?

    By Guest Michael Anderson, February 9, 2004
    • 5 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • February 9, 2004

46. one employee in two unrelated employers plans.

    By Moe Howard, February 9, 2004
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • February 12, 2004

47. Distribution of post-'86 after-tax contributions

    By Guest Everitt, February 7, 2004
    • 0 replies
    • 7.5k views
    • 
    • Guest
    • February 7, 2004

48. 1099'S - PS 58 Cost and regular distributions

    By Guest Achilles, February 6, 2004
    • 1 reply
    • 1.8k views
    • 
    • goldtpa
    • February 6, 2004

49. Deemed loan or loan offset?

    By FundeK, February 6, 2004
    • 4 replies
    • 5.1k views
    • 
    • Appleby
    • February 6, 2004

50. Changed accrual requirements at the end of the year

    By Guest elirpa, February 5, 2004
    • 7 replies
    • 3.8k views
    • 
    • Guest
    • February 9, 2004