401(k) Plans

19,275 topics in this forum

1. 401(m) Coverage

   By Gilmore, February 5, 2004
   • 4 replies
   • 1.2k views
   • 
   • Gilmore
   • February 5, 2004

2. Are there ANY circumstances when a participant may cash out or rollover their 401k monies if they are not terminated, disabled or have passed away?

   By Guest Michael Anderson, February 5, 2004
   • 9 replies
   • 1.4k views
   • 
   • Brian Gallagher
   • February 5, 2004

3. PEO's and the Tax Savers Credit

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

4. Failed to make contributions

   By Guest Ed Walker, February 5, 2004
   • 11 replies
   • 2.3k views
   • 
   • Guest
   • February 6, 2004

5. Can a match exceed 100%?

   By Guest jaatirs, February 5, 2004
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • February 5, 2004

6. Rev. Rul. 2004-13

   By Guest Giovanni, February 4, 2004
   • 5 replies
   • 2.1k views
   • 
   • Guest
   • February 10, 2004

7. Balance of Plan Account Required with 402(f) Notice

   By billfgrady, February 4, 2004
   • 0 replies
   • 951 views
   • 
   • billfgrady
   • February 4, 2004

8. Vesting and USERRA

   By Brian Gallagher, February 4, 2004
   • 4 replies
   • 2.2k views
   • 
   • QDROphile
   • February 4, 2004

9. amount of time ...

   By Guest hardluckkid, February 4, 2004
   • 3 replies
   • 1.2k views
   • 
   • mbozek
   • February 5, 2004

10. orphan plan question

    By k man, February 4, 2004
    • 10 replies
    • 2.2k views
    • 
    • chris
    • February 5, 2004

11. Borrowing from ADP to ACP

    By jaemmons, February 4, 2004
    • 6 replies
    • 3.7k views
    • 
    • R. Butler
    • February 6, 2004

12. Is a partner's plan compensation for a 401(k) computed without regard to deferrals or is it net of deferrals?

    By Guest mjn, February 3, 2004
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • February 4, 2004

13. Match forfeitures

    By Guest lindamichals, February 3, 2004
    • 4 replies
    • 1.1k views
    • 
    • Brian Gallagher
    • February 4, 2004

14. Withdrawing $ to keep under $100k in solo plan....

    By K-t-F, February 3, 2004
    • 11 replies
    • 1.6k views
    • 
    • jevd
    • February 4, 2004

15. Amount of Excise Tax from failure of ADP test

    By Brian Gallagher, February 3, 2004
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • February 3, 2004

16. Amendment to pass 410(b)

    By jquazza, February 3, 2004
    • 5 replies
    • 1.6k views
    • 
    • jquazza
    • February 6, 2004

17. Service Member's Civil Relief Act of 2003 - Notice to Creditor Before 6% Interest Cap

    By Guest rocnrols2, February 2, 2004
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • February 3, 2004

18. Safe Harbor 401(k) and Top Heavy

    By Guest InfoSeeker, February 2, 2004
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • February 2, 2004

19. 415 Comp vs. Comp used to determine contribution

    By Guest Hartnett123, February 2, 2004
    • 6 replies
    • 2.3k views
    • 
    • jaemmons
    • February 2, 2004

20. Incorrect 1099-R?

    By Guest crazyadmin, January 31, 2004
    • 1 reply
    • 2k views
    • 
    • Guest
    • February 3, 2004

21. Excess Contribution to Small Business (single owner) 401(k) Plan

    By Guest neilcap, January 30, 2004
    • 4 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 3, 2004

22. Excess contribution and forfeited match

    By Sully, January 30, 2004
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 2, 2004

23. Switching from safe harbor to non-safe harbor in prospective plan year...

    By jaemmons, January 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • January 30, 2004

24. Exceeding Plan Deferral Limit

    By Guest philc, January 30, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 4, 2004

25. "wrong" safe harbor notice

    By PensionNewbee, January 30, 2004
    • 3 replies
    • 1.5k views
    • 
    • Archimage
    • January 30, 2004

26. reporting excess annual additions

    By Guest agordon, January 30, 2004
    • 2 replies
    • 2.5k views
    • 
    • Harwood
    • January 30, 2004

27. Safe Harbor & Topheavy

    By wmyer, January 29, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • February 2, 2004

28. Reduced compensation

    By Guest cynthiar, January 29, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • January 29, 2004

29. Controlled Group / Coverage Question

    By fiona1, January 28, 2004
    • 2 replies
    • 992 views
    • 
    • fiona1
    • January 28, 2004

30. S-corp. pass thru income & dividends

    By R. Butler, January 28, 2004
    • 5 replies
    • 2.5k views
    • 
    • R. Butler
    • January 29, 2004

31. Corporate taxes in relation to 401(k) contribution matching

    By Guest bwhitaker, January 28, 2004
    • 2 replies
    • 1.3k views
    • 
    • Kirk Maldonado
    • January 31, 2004

32. Are catch up contributions included in the 415 test? NM

    By fiona1, January 28, 2004
    • 1 reply
    • 1.2k views
    • 
    • FundeK
    • January 28, 2004

33. Prior Year Method and adding a new Match Contribution

    By Guest andmik, January 28, 2004
    • 5 replies
    • 1.6k views
    • 
    • g8r
    • January 29, 2004

34. Catch Up in Top Heavy 401(k) PS plan

    By MBCarey, January 27, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 28, 2004

35. What would you do?

    By FundeK, January 27, 2004
    • 7 replies
    • 1.7k views
    • 
    • QDROphile
    • January 28, 2004

36. Section 414 compensation

    By Guest jkrad, January 27, 2004
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • January 27, 2004

37. Is a non employee owner an HCE?

    By Guest richez, January 27, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 29, 2004

38. Another Top Paid Group question

    By FJR, January 27, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 27, 2004

39. Is there such a thing . . .

    By Guest tintree73, January 27, 2004
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • January 28, 2004

40. Corrective distributions

    By Belgarath, January 27, 2004
    • 6 replies
    • 2.3k views
    • 
    • mbozek
    • January 27, 2004

41. Fidelity Short Term Redemption Fees!

    By Guest Sehrl, January 26, 2004
    • 12 replies
    • 4.7k views
    • 
    • wsp
    • September 26, 2005

42. Excess Annual Additions and ADP/ACP Test

    By Guest ArrowMatt, January 24, 2004
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • January 29, 2004

43. Hardships for terminated people

    By Brian Gallagher, January 23, 2004
    • 5 replies
    • 2.1k views
    • 
    • mbozek
    • January 24, 2004

44. SAFE HARBOR 401K VS. 401K

    By Guest LSULLIVAN, January 23, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • January 23, 2004

45. Eligibility for Safe Harbor 401(k) Plans

    By MBCarey, January 23, 2004
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • January 26, 2004

46. ADP Test Correction

    By imchipbrown, January 22, 2004
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • January 23, 2004

47. Is it still a safe harbor plan if the employer hasn't deposited the contribution?

    By Guest Boilerburm, January 22, 2004
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • January 22, 2004

48. Employer bankruptcy and safe harbor nonelective requirements

    By Belgarath, January 22, 2004
    • 2 replies
    • 1.7k views
    • 
    • QDROphile
    • October 26, 2021

49. Tax Credit for expenses

    By FJR, January 22, 2004
    • 1 reply
    • 1k views
    • 
    • Archimage
    • January 22, 2004

50. Help calculating contributions for LLC members

    By Guest schmpat, January 22, 2004
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 23, 2004