401(k) Plans

19,526 topics in this forum

1. "ineligible" deferrals

   By k man, April 29, 2004
   • 9 replies
   • 2.6k views
   • 
   • Harwood
   • April 29, 2004

2. Controlled group compensation

   By Guest jim williams, April 28, 2004
   • 9 replies
   • 1.8k views
   • 
   • WDIK
   • April 29, 2004

3. Do traditional IRA contributions count for purposes of calculating DC contribution limits under Section 415?

   By billfgrady, April 29, 2004
   • 2 replies
   • 1.6k views
   • 
   • Lame Duck
   • April 29, 2004

4. Minimum Hardship Amount

   By Guest Julie, April 28, 2004
   • 2 replies
   • 1.6k views
   • 
   • RTK
   • April 28, 2004

5. 410 coverage of two plans together--two different plan years

   By Brian Gallagher, April 27, 2004
   • 6 replies
   • 1.8k views
   • 
   • Blinky the 3-eyed Fish
   • April 28, 2004

6. Plan imposed limits on elective deferrals

   By Guest ActuaryWannabe, April 27, 2004
   • 2 replies
   • 1.5k views
   • 
   • Brian Gallagher
   • April 28, 2004

7. Who is eligible for a Solo K Plan...

   By Basically, April 26, 2004
   • 21 replies
   • 4.8k views
   • 
   • Jim Chad
   • April 27, 2004

8. Does a change in Adopting Employer's Corporation constitute a plan termination?

   By Guest spanarkle, April 27, 2004
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • April 27, 2004

9. Testing Issues - Multiple to Single Employer Plan

   By SRM, April 15, 2004
   • 3 replies
   • 1.8k views
   • 
   • alanm
   • April 27, 2004

10. 401(k) Comittee

    By Guest Benmark, April 25, 2004
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • April 27, 2004

11. sample letter?

    By PensionNewbee, April 27, 2004
    • 0 replies
    • 1.5k views
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    • PensionNewbee
    • April 27, 2004

12. 410b testing

    By Guest terric, April 27, 2004
    • 1 reply
    • 2.4k views
    • 
    • Tom Poje
    • April 27, 2004

13. Mandatory Withholding

    By Guest MCarey1, April 27, 2004
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • April 27, 2004

14. Amending plan....

    By Basically, April 26, 2004
    • 2 replies
    • 1.3k views
    • 
    • Basically
    • April 26, 2004

15. Roll "IN" to plan of death benefit 401(k) balance

    By pmacduff, April 26, 2004
    • 0 replies
    • 1.3k views
    • 
    • pmacduff
    • April 26, 2004

16. Safe Harbor Notice

    By Guest Giovanni, April 23, 2004
    • 4 replies
    • 2.1k views
    • 
    • Tom Poje
    • April 26, 2004

17. Controlled Group Question

    By Lori Foresz, April 22, 2004
    • 2 replies
    • 1.3k views
    • 
    • Lori Foresz
    • April 23, 2004

18. 415 limit for a participant in two unrelated plans

    By PensionNewbee, April 23, 2004
    • 5 replies
    • 1.9k views
    • 
    • PensionNewbee
    • April 23, 2004

19. cross testing

    By PensionNewbee, April 22, 2004
    • 5 replies
    • 1.6k views
    • 
    • Tom Poje
    • April 23, 2004

20. Vesting changing from hours method to elapsed time.

    By FundeK, April 23, 2004
    • 0 replies
    • 3.4k views
    • 
    • FundeK
    • April 23, 2004

21. ISPP - "Investment" Roles and Responsibilities

    By Guest CLEVPS, April 22, 2004
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 22, 2004

22. Earned Income Calculation from several K-1s

    By Guest MSP, April 22, 2004
    • 6 replies
    • 1.5k views
    • 
    • Harwood
    • April 22, 2004

23. SIMPLE IRA contribution and New 401k plan

    By Guest BarryK, April 22, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • April 22, 2004

24. Unpaid 401(k) participant loan wanting a new loan

    By Guest ChopperPilot, April 21, 2004
    • 3 replies
    • 1.7k views
    • 
    • E as in ERISA
    • April 22, 2004

25. Benefits Link/Benefits Buzz/ 4/21/2004: Letter Clarifies IRS Position on Issues Relating to Automatic Enrollment 401(k) Plans (The Human Capital practice of Deloitte Consulting LLP)

    By Guest RJM, April 21, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 22, 2004

26. Catch-up Contributions

    By Gilmore, April 21, 2004
    • 5 replies
    • 1.7k views
    • 
    • Gilmore
    • April 22, 2004

27. Overdraft for longer than 3 days?

    By FundeK, April 20, 2004
    • 2 replies
    • 2.3k views
    • 
    • FundeK
    • April 22, 2004

28. Hardship distribution problem

    By FJR, April 22, 2004
    • 1 reply
    • 1.3k views
    • 
    • FundeK
    • April 22, 2004

29. EE newly eligible... not enrolled

    By Basically, April 21, 2004
    • 7 replies
    • 1.6k views
    • 
    • FJR
    • April 21, 2004

30. SSI Acceptance Letter, participant on SSI and collects Pension payments in installments... then found to be committing fraud...

    By Guest annette1001, April 21, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 21, 2004

31. Guidance on DOL requirement that Auditors test and report on timeliness of deferrals

    By Guest Mikefcpa, April 19, 2004
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • April 21, 2004

32. Do you count receivable Deferrals?

    By Basically, April 20, 2004
    • 10 replies
    • 2.5k views
    • 
    • Archimage
    • April 21, 2004

33. Can my company force me to liquidate my 401(k) holdings?

    By Guest jenadams99, April 20, 2004
    • 4 replies
    • 2.7k views
    • 
    • E as in ERISA
    • April 21, 2004

34. Catch-up contributions; 2 unrelated plans

    By Guest LuannJ, April 20, 2004
    • 2 replies
    • 1.9k views
    • 
    • Appleby
    • April 20, 2004

35. One Time Irrevocable Election

    By Guest ptpnthr, April 9, 2004
    • 13 replies
    • 4.3k views
    • 
    • Lori Foresz
    • April 19, 2004

36. Fiduciary Training

    By Guest benefitsanalyst, April 14, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • April 19, 2004

37. Safe Harbor education needed

    By Guest dbutton, April 19, 2004
    • 2 replies
    • 1.2k views
    • 
    • Archimage
    • April 19, 2004

38. Safe Harbor 401(k), with Sole Prop and short initial plan year.

    By Belgarath, April 15, 2004
    • 4 replies
    • 1.6k views
    • 
    • jquazza
    • April 16, 2004

39. attribution?

    By PensionNewbee, April 16, 2004
    • 4 replies
    • 1.4k views
    • 
    • jquazza
    • April 16, 2004

40. how far past 12/31 can a sole prop make 401(k) contributions?

    By Guest dubya, April 14, 2004
    • 8 replies
    • 1.9k views
    • 
    • mbozek
    • April 16, 2004

41. Changing Plan Year

    By Guest kstorch, April 15, 2004
    • 2 replies
    • 1.4k views
    • 
    • RCK
    • April 15, 2004

42. Required Beginning Date in Solo(k) Plan?

    By Guest lavander30, April 15, 2004
    • 2 replies
    • 1.3k views
    • 
    • rcline46
    • April 15, 2004

43. Can someone clarify?

    By Guest jhilliard, April 13, 2004
    • 7 replies
    • 2k views
    • 
    • david rigby
    • April 15, 2004

44. Revocation of spousal consent

    By Guest Bud, April 13, 2004
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • April 14, 2004

45. Top heavy 401(k) - multiple employer plan - Relius Admin

    By pmacduff, April 13, 2004
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • April 14, 2004

46. Matching Contribution From Employee Compensation

    By Randy Watson, April 13, 2004
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • April 14, 2004

47. dentist with a SIMPLE401 is now drawing income from a management company...

    By Lori H, April 9, 2004
    • 5 replies
    • 1.4k views
    • 
    • Lori H
    • April 13, 2004

48. Schedule C Compensation

    By Guest DBNewbie, April 13, 2004
    • 3 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • April 13, 2004

49. Late Deposit clarification

    By Guest tcunagin, April 13, 2004
    • 1 reply
    • 1.3k views
    • 
    • jquazza
    • April 13, 2004

50. Proposed regs for coverage testing for 401(k) plans of tax exempt employers

    By Belgarath, April 9, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • April 9, 2004