401(k) Plans

19,299 topics in this forum

1. IRA & 401K Contributions

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

2. EGTRRA 415 limits for non-calendar year plans

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

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

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

4. cash out buy back

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

5. Top Heavy 5-year rule

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

6. Can someone on workmans comp be terminated?

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

7. 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

8. Investments in Real-Estate?

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

9. Safe Harbor 401(k) with Union Employees

   By Blinky the 3-eyed Fish, February 12, 2004
   • 6 replies
   • 5.7k views
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   • wsp
   • February 17, 2004

10. deferrals not stopped after hardship

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

11. Top heavy and catch up contributions

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

12. Timing of Amendment to Chnage Testing Method

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

13. 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

14. Vesting question

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

15. Question regarding allocation of plan expenses

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

16. Rectifying Overlooked 2-Year's Service Requirement

    By Guest halka, February 13, 2004
    • 0 replies
    • 933 views
    • 
    • Guest
    • February 13, 2004

17. Different EIN for 5500 and Form 945 filings?

    By Guest Commuter Rex, February 9, 2004
    • 7 replies
    • 3.1k views
    • 
    • Earl
    • February 13, 2004

18. PEO Scenario

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

19. Safe Habor 401(k) - Incorrect Match

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

20. HCE definiton

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

21. QMAC Question

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

22. ADP Testing and Union Employees

    By Guest SCUDDESLER, February 12, 2004
    • 1 reply
    • 4.4k views
    • 
    • KJohnson
    • February 12, 2004

23. 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

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

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

25. Failure to include eligible employees

    By Guest mmc, February 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • February 12, 2004

26. Discrimination question

    By Guest EricR, February 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 12, 2004

27. Blackout Notice

    By Guest cynthiar, February 12, 2004
    • 2 replies
    • 1.6k views
    • 
    • Harwood
    • February 12, 2004

28. one employee in two unrelated employers plans.

    By Moe Howard, February 9, 2004
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • February 12, 2004

29. Distribution from simple IRA

    By Guest cynthiar, February 12, 2004
    • 1 reply
    • 998 views
    • 
    • jevd
    • February 12, 2004

30. ADP refund earnings and catch-ups

    By Guest HFOSTER, February 10, 2004
    • 1 reply
    • 2k views
    • 
    • jaemmons
    • February 12, 2004

31. HCE by right to acquire stock

    By Blinky the 3-eyed Fish, February 11, 2004
    • 3 replies
    • 1.1k views
    • 
    • Kirk Maldonado
    • February 12, 2004

32. Ministry and 401(k) plan

    By eilano, February 11, 2004
    • 0 replies
    • 965 views
    • 
    • eilano
    • February 11, 2004

33. Highly Compensated / Meger Question

    By fiona1, February 9, 2004
    • 3 replies
    • 1.1k views
    • 
    • E as in ERISA
    • February 10, 2004

34. Rev. Rul. 2004-13

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

35. HCE calculation - non-calendar plan year

    By Guest Achilles, February 10, 2004
    • 2 replies
    • 2k views
    • 
    • Tom Poje
    • February 10, 2004

36. Plan Amendments

    By Guest Raman A, February 9, 2004
    • 2 replies
    • 1.1k views
    • 
    • Kirk Maldonado
    • February 10, 2004

37. Top-paid group determination and acquisitions

    By Guest NiceGuyMike, February 9, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 9, 2004

38. Loan Repayments while laid off?

    By Guest Michael Anderson, February 9, 2004
    • 5 replies
    • 2.5k views
    • 
    • Kirk Maldonado
    • February 9, 2004

39. combining ADP/ACP to pass test

    By KoolLady4, February 9, 2004
    • 2 replies
    • 1.5k views
    • 
    • KoolLady4
    • February 9, 2004

40. Defined Contribution Plan w/Discretionary Match chose prior year ratio for ADP & ACP testing. Plan did not give a match in the prior year.

    By Guest jkschup, February 9, 2004
    • 1 reply
    • 1.2k views
    • 
    • WDIK
    • February 9, 2004

41. Changed accrual requirements at the end of the year

    By Guest elirpa, February 5, 2004
    • 7 replies
    • 3.8k views
    • 
    • Guest
    • February 9, 2004

42. Distribution of post-'86 after-tax contributions

    By Guest Everitt, February 7, 2004
    • 0 replies
    • 7.5k views
    • 
    • Guest
    • February 7, 2004

43. Deemed loan or loan offset?

    By FundeK, February 6, 2004
    • 4 replies
    • 5.1k views
    • 
    • Appleby
    • February 6, 2004

44. Borrowing from ADP to ACP

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

45. 1099'S - PS 58 Cost and regular distributions

    By Guest Achilles, February 6, 2004
    • 1 reply
    • 1.8k views
    • 
    • goldtpa
    • February 6, 2004

46. Amendment to pass 410(b)

    By jquazza, February 3, 2004
    • 5 replies
    • 1.7k views
    • 
    • jquazza
    • February 6, 2004

47. Failed to make contributions

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

48. 401(m) Coverage

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

49. orphan plan question

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

50. Can a match exceed 100%?

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