401(k) Plans

19,332 topics in this forum

1. 1099R coded as premature, however it was not.

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

2. Sample Test - Document Drafting

   By Guest JJB12, March 5, 2004
   • 0 replies
   • 1k views
   • 
   • Guest
   • March 5, 2004

3. Multiple Employer Plan

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

4. 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

5. DATAIR VOLUME SUBMITTER DOCUMENT

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

6. prior year testing

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

7. safe harbor 401(k)

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

8. Safe harbor true-up

   By Guest JBeck, March 4, 2004
   • 2 replies
   • 1.7k views
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   • Blinky the 3-eyed Fish
   • March 4, 2004

9. Controlled group - Testing by separate divisions...

   By jaemmons, March 4, 2004
   • 2 replies
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • March 4, 2004

10. 404c / Fiduciary liability if initial enrollment investment choices are limited to pre-allocated portfolios

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

11. Maximum Contribution for fiscal plans ending in 2004

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

12. 401(k) Availability for State and Local Governments

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

13. Retroactive S Corp Election by LLC (abridged)

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

14. qualifications for employers.....

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

15. QNEC & Profit Sharing contributions

    By Guest jim williams, March 3, 2004
    • 3 replies
    • 3.4k views
    • 
    • jquazza
    • March 3, 2004

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

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

17. 401k plan used as collaterial

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

18. ADP failure refunds

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

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

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

20. Multiple Employer Plan Liability

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

21. 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

22. Age Requirement

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

23. 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
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    • Blinky the 3-eyed Fish
    • March 2, 2004

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

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

25. 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

26. ADP Question

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

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

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

28. New Proposed DOL rule on involuntary cashouts

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

29. Safe Harbor Conversion

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

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

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

31. Failed ADP Test

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

32. contribution in error

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

33. 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

34. Document and records retention under ERISA

    By Brian Gallagher, March 1, 2004
    • 1 reply
    • 2.1k views
    • 
    • Harwood
    • March 1, 2004

35. Retroactive S Election by LLC - Owner Deferrals prior to Election

    By austin3515, March 1, 2004
    • 0 replies
    • 1.2k views
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    • austin3515
    • March 1, 2004

36. shifting and catch up contributions

    By Tom Poje, March 1, 2004
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • March 1, 2004

37. Calculating earnings on ADP refunds

    By Guest cohenron, February 29, 2004
    • 4 replies
    • 4.6k views
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    • Harwood
    • March 1, 2004

38. Changing ADP testing methods from current to prior year

    By Guest PSHowell, February 27, 2004
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 27, 2004

39. Election Not To Participate

    By Guest Mbrockway, February 27, 2004
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 27, 2004

40. QNEC satisfying ADP Test - What about coverage?

    By Guest Mbrockway, February 26, 2004
    • 6 replies
    • 3.1k views
    • 
    • Tom Poje
    • February 27, 2004

41. 1099's and ADP excesses

    By Brian Gallagher, February 27, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 27, 2004

42. Waiver of Bonding Requirement

    By Guest mcw, February 27, 2004
    • 2 replies
    • 1.1k views
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    • WDIK
    • February 27, 2004

43. RMD amendments

    By PensionNewbee, February 26, 2004
    • 2 replies
    • 1k views
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    • PensionNewbee
    • February 27, 2004

44. Match Vesting Schedule

    By Guest jim williams, February 25, 2004
    • 2 replies
    • 1.3k views
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    • MWeddell
    • February 27, 2004

45. Safe harbor match

    By pbarrett, February 27, 2004
    • 2 replies
    • 1.1k views
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    • Brian Gallagher
    • February 27, 2004

46. PEO's and the Tax Savers Credit

    By Guest Mbrockway, February 5, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 26, 2004

47. Affiliated Service Group and 401(k) testing

    By Guest philc, February 25, 2004
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • February 26, 2004

48. Another Safe Harbor/Top Heavy Question

    By Guest wayneiser, February 26, 2004
    • 1 reply
    • 1k views
    • 
    • Archimage
    • February 26, 2004

49. Excess Profit Sharing Money's/ Can it be returned

    By sdix401k, February 24, 2004
    • 11 replies
    • 2.8k views
    • 
    • E as in ERISA
    • February 26, 2004

50. 3 month eligibility question

    By Brian Gallagher, February 26, 2004
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • February 26, 2004