401(k) Plans

19,413 topics in this forum

1. Is Rollover Considered In Top Heavy

   By Guest good2brich, March 24, 2004
   • 1 reply
   • 1.3k views
   • 
   • JanetM
   • March 24, 2004

2. Trend analysis of plan amendments

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

3. Excluding employees by location

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

4. 401k Termination to Adopt a SIMPLE IRA plan

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

5. Safe Harbor question......

   By Guest jhilliard, March 23, 2004
   • 5 replies
   • 1.3k views
   • 
   • Tom Poje
   • March 23, 2004

6. 401(k) Permissible For Foreign Embassy?

   By Guest Hedwig, March 17, 2004
   • 4 replies
   • 2.5k views
   • 
   • Guest
   • March 23, 2004

7. Term'd participant is now perm. disabled

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

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

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

9. Semi-divorced decedent - Who is beneficiary?

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

10. ADP Testing

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

11. Participant Loans - First payment

    By Gilmore, March 19, 2004
    • 4 replies
    • 1.6k views
    • 
    • rcline46
    • March 19, 2004

12. Can SH allocation formula be changed?

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

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

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

14. 10 life 401(k) plam

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

15. Mistake in Safe Harbor notice

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

16. Rollovers to 401(k) Post-EGTRRA

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

17. Key employee Determination (1% owner)

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

18. Account balance definition for loans

    By Guest Lawrence_Groves, March 18, 2004
    • 1 reply
    • 1.1k views
    • 
    • FundeK
    • March 18, 2004

19. Two Companies, Two PS Plans, Common Ownership

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

20. 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

21. Wants to defer out of bonus only

    By Guest dubya, March 8, 2004
    • 13 replies
    • 2.6k views
    • 
    • Lame Duck
    • March 18, 2004

22. Excess Contributions

    By Guest KD40, March 17, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 17, 2004

23. Excess distributions before 2 1/2 months

    By Brian Gallagher, March 17, 2004
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • March 17, 2004

24. Stock purchase vs. asset purchase

    By billfgrady, March 12, 2004
    • 4 replies
    • 9.5k views
    • 
    • mbozek
    • March 17, 2004

25. Mistaken force-out

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

26. Taxes on interest

    By Guest mcdanieldon, March 15, 2004
    • 4 replies
    • 1.4k views
    • 
    • Lame Duck
    • March 16, 2004

27. Refund of Excess Contributions

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

28. 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

29. Health insurance premiums contributed to 401(k) plan if employees "Opts Out" of family coverage

    By Guest cosmo01, March 16, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 16, 2004

30. 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

31. Calculaton of Outstanding Loan Balance

    By Guest jcj, March 12, 2004
    • 5 replies
    • 4.7k views
    • 
    • Guest
    • March 15, 2004

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

    By Guest Kaister, March 15, 2004
    • 0 replies
    • 2k views
    • 
    • Guest
    • March 15, 2004

33. help for an HCE who is habitually receiving refunds.

    By Lori H, March 11, 2004
    • 11 replies
    • 1.8k views
    • 
    • Brian Gallagher
    • March 15, 2004

34. Appropriateness of deduction in ASG setting

    By billfgrady, March 15, 2004
    • 0 replies
    • 1k views
    • 
    • billfgrady
    • March 15, 2004

35. Top Heavy Cross Tested Plan - What's the Allocation?

    By Guest ChopperPilot, March 15, 2004
    • 4 replies
    • 1.4k views
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    • Archimage
    • March 15, 2004

36. controlled group member adopts prototype but participates in a different plan

    By k man, March 12, 2004
    • 5 replies
    • 1.6k views
    • 
    • k man
    • March 15, 2004

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

    By Guest tropicgetaway, June 24, 2003
    • 6 replies
    • 3k views
    • 
    • g8r
    • March 15, 2004

38. S-Corp - Profit Sharing Contribution Deadline

    By Guest dhoefer, March 13, 2004
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 13, 2004

39. 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

40. 1099-MISC

    By doombuggy, March 8, 2004
    • 4 replies
    • 1.6k views
    • 
    • Mary Kay Foss
    • March 13, 2004

41. Amendment to switch to prior year testing

    By Guest terryh123, March 12, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 13, 2004

42. Catch-Up Contributions In A Failed ADP Test

    By Guest ChopperPilot, March 12, 2004
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 12, 2004

43. QNEC in first plan year

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

44. Definition of "successor plan" as mentioned in Notice 98-52

    By chris, March 11, 2004
    • 3 replies
    • 2.3k views
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    • k man
    • March 12, 2004

45. ACP Failures of contributions that have not been deposited

    By Guest lfriede, March 11, 2004
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • March 12, 2004

46. 401(k) Refunds and Earnings Calculation

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

47. Retroactive amendment to increase contribution limits

    By Guest Guanoman, March 11, 2004
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 12, 2004

48. Safe Habor Match Participation

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

49. Annual Additions Limit considering Catch-up contributions

    By Guest ADMINREX, March 11, 2004
    • 5 replies
    • 3.3k views
    • 
    • MGB
    • March 12, 2004

50. Loan - Deemed Distribution

    By Guest InfoSeeker, March 10, 2004
    • 3 replies
    • 1.6k views
    • 
    • JanetM
    • March 12, 2004