401(k) Plans

19,275 topics in this forum

1. Vesting Question

   By Scott, February 25, 2004
   • 2 replies
   • 1.4k views
   • 
   • Tom Poje
   • February 25, 2004

2. Need cite for the rule that service earned while a member of an ineligible class not excluded.

   By R. Butler, February 25, 2004
   • 1 reply
   • 1.2k views
   • 
   • Harwood
   • February 25, 2004

3. Ability to Refund or Recharacterize '03 Defl Due to Failure of 401(a)(4) General Test

   By Guest Dash04, February 25, 2004
   • 1 reply
   • 1.1k views
   • 
   • Blinky the 3-eyed Fish
   • February 25, 2004

4. Prior Year Testing / Permissive Disaggregation

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

5. Entity change from S-Corp to Partnership - change in compensation type for shareholders

   By Guest Jane Freeman, February 25, 2004
   • 1 reply
   • 997 views
   • 
   • Guest
   • February 25, 2004

6. Compensation Exclusions

   By Guest Mike Schwing, February 20, 2004
   • 7 replies
   • 3k views
   • 
   • g8r
   • February 25, 2004

7. Operational Failure - Definition of Compensation

   By Guest tlemaster2, February 24, 2004
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • February 24, 2004

8. Self-employed 401(k) profit sharing plan

   By pmacduff, February 24, 2004
   • 16 replies
   • 1.7k views
   • 
   • pmacduff
   • February 24, 2004

9. safe harbor cross tested plan - do terminees get a non elective contribution

   By k man, February 24, 2004
   • 8 replies
   • 1.6k views
   • 
   • WDIK
   • February 24, 2004

10. Qualified dividends from employer stock

    By Guest swwalden1, February 24, 2004
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • February 24, 2004

11. Failure to meet Top-Heavy contribution requirement

    By bzorc, February 23, 2004
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 24, 2004

12. Nonresident Alien Employees

    By Guest DLearning, February 23, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 23, 2004

13. Calculation of offset for loans on full payout

    By Guest Colorado, December 24, 2003
    • 11 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 23, 2004

14. Repaying a Deemed Loan

    By FundeK, February 23, 2004
    • 1 reply
    • 1.9k views
    • 
    • FundeK
    • February 23, 2004

15. ADP now, ACP later

    By fiona1, February 19, 2004
    • 2 replies
    • 1.3k views
    • 
    • g8r
    • February 21, 2004

16. Safe Harbor Plan Deemed not top heavy

    By Lori Foresz, February 20, 2004
    • 2 replies
    • 1.9k views
    • 
    • Lori Foresz
    • February 20, 2004

17. Military Leave - Tax treatment of made up contributions for prior years.

    By Guest 2341mid, February 20, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 20, 2004

18. penalty for catch-up

    By Guest JBeck, February 20, 2004
    • 5 replies
    • 1.3k views
    • 
    • FundeK
    • February 20, 2004

19. 2 loan default questions

    By FundeK, February 20, 2004
    • 0 replies
    • 1.1k views
    • 
    • FundeK
    • February 20, 2004

20. Catch-up Contribution Question

    By Guest Max Power, February 19, 2004
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 20, 2004

21. Permissive Disaggregation

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

22. ADP failure refunds

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

23. ADP/ACP Prior Year Testing Method

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

24. What To Do With Excess Match Contributions?

    By Guest M00ZIKMAN, February 19, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 19, 2004

25. Safe Harbor 3% flip to Safe Harbor Match 4%

    By pbarrett, February 19, 2004
    • 1 reply
    • 1k views
    • 
    • Archimage
    • February 19, 2004

26. Failure to make profit sharing contribution.

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

27. IRA & 401K Contributions

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

28. EGTRRA 415 limits for non-calendar year plans

    By Brenda Wren, July 25, 2001
    • 5 replies
    • 3.5k views
    • 
    • Effen
    • February 18, 2004

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

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

30. cash out buy back

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

31. Top Heavy 5-year rule

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

32. Can someone on workmans comp be terminated?

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

33. 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

34. Investments in Real-Estate?

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

35. 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

36. deferrals not stopped after hardship

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

37. Top heavy and catch up contributions

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

38. Timing of Amendment to Chnage Testing Method

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

39. 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

40. Vesting question

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

41. Question regarding allocation of plan expenses

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

42. Rectifying Overlooked 2-Year's Service Requirement

    By Guest halka, February 13, 2004
    • 0 replies
    • 927 views
    • 
    • Guest
    • February 13, 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. PEO Scenario

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

45. Safe Habor 401(k) - Incorrect Match

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

46. HCE definiton

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

47. QMAC Question

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

48. ADP Testing and Union Employees

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

49. 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

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

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