401(k) Plans

19,334 topics in this forum

1. 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

2. 3 month eligibility question

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

3. Taxes on interest of 401k loan

   By Guest mcdanieldon, February 25, 2004
   • 3 replies
   • 1.6k views
   • 
   • E as in ERISA
   • February 26, 2004

4. Safe Harbor and top heavy

   By Guest philc, February 25, 2004
   • 7 replies
   • 1.4k views
   • 
   • Brian Gallagher
   • February 26, 2004

5. Catch up example - please help me understand

   By Guest cease, February 20, 2004
   • 15 replies
   • 2.1k views
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   • Mike Preston
   • February 26, 2004

6. New Company formed 1/1/2004; same employees, can I use prior year's wages to determine HCEs?

   By Guest jsample, February 26, 2004
   • 1 reply
   • 964 views
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   • Mike Preston
   • February 26, 2004

7. Testing for multiple controlled groups

   By Guest Jeff Underwood, February 25, 2004
   • 5 replies
   • 1.4k views
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   • Mike Preston
   • February 26, 2004

8. Excess Contribution Reporting

   By Guest hruser, February 25, 2004
   • 1 reply
   • 1.6k views
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   • Harwood
   • February 25, 2004

9. ACP test for some Safe Harbor Plans

   By Guest ERIC STRAND, February 25, 2004
   • 1 reply
   • 2.4k views
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   • Tom Poje
   • February 25, 2004

10. Vesting Question

    By Scott, February 25, 2004
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • February 25, 2004

11. Need cite for the rule that service earned while a member of an ineligible class not excluded.

    By R. Butler, February 25, 2004
    • 1 reply
    • 1.2k views
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    • Harwood
    • February 25, 2004

12. Ability to Refund or Recharacterize '03 Defl Due to Failure of 401(a)(4) General Test

    By Guest Dash04, February 25, 2004
    • 1 reply
    • 1.1k views
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    • Blinky the 3-eyed Fish
    • February 25, 2004

13. Prior Year Testing / Permissive Disaggregation

    By fiona1, February 13, 2004
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • February 25, 2004

14. Entity change from S-Corp to Partnership - change in compensation type for shareholders

    By Guest Jane Freeman, February 25, 2004
    • 1 reply
    • 1k views
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    • Guest
    • February 25, 2004

15. Compensation Exclusions

    By Guest Mike Schwing, February 20, 2004
    • 7 replies
    • 3.1k views
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    • g8r
    • February 25, 2004

16. Operational Failure - Definition of Compensation

    By Guest tlemaster2, February 24, 2004
    • 0 replies
    • 1.7k views
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    • Guest
    • February 24, 2004

17. Self-employed 401(k) profit sharing plan

    By pmacduff, February 24, 2004
    • 16 replies
    • 1.7k views
    • 
    • pmacduff
    • February 24, 2004

18. safe harbor cross tested plan - do terminees get a non elective contribution

    By k man, February 24, 2004
    • 8 replies
    • 1.6k views
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    • WDIK
    • February 24, 2004

19. Qualified dividends from employer stock

    By Guest swwalden1, February 24, 2004
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • February 24, 2004

20. Failure to meet Top-Heavy contribution requirement

    By bzorc, February 23, 2004
    • 3 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 24, 2004

21. Nonresident Alien Employees

    By Guest DLearning, February 23, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 23, 2004

22. Calculation of offset for loans on full payout

    By Guest Colorado, December 24, 2003
    • 11 replies
    • 2.3k views
    • 
    • Mike Preston
    • February 23, 2004

23. Repaying a Deemed Loan

    By FundeK, February 23, 2004
    • 1 reply
    • 1.9k views
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    • FundeK
    • February 23, 2004

24. ADP now, ACP later

    By fiona1, February 19, 2004
    • 2 replies
    • 1.3k views
    • 
    • g8r
    • February 21, 2004

25. Safe Harbor Plan Deemed not top heavy

    By Lori Foresz, February 20, 2004
    • 2 replies
    • 1.9k views
    • 
    • Lori Foresz
    • February 20, 2004

26. Military Leave - Tax treatment of made up contributions for prior years.

    By Guest 2341mid, February 20, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 20, 2004

27. penalty for catch-up

    By Guest JBeck, February 20, 2004
    • 5 replies
    • 1.3k views
    • 
    • FundeK
    • February 20, 2004

28. 2 loan default questions

    By FundeK, February 20, 2004
    • 0 replies
    • 1.2k views
    • 
    • FundeK
    • February 20, 2004

29. Catch-up Contribution Question

    By Guest Max Power, February 19, 2004
    • 7 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 20, 2004

30. Permissive Disaggregation

    By fiona1, February 12, 2004
    • 4 replies
    • 13.3k views
    • 
    • Mike Preston
    • February 19, 2004

31. ADP failure refunds

    By pmacduff, February 18, 2004
    • 4 replies
    • 2.5k views
    • 
    • pmacduff
    • February 19, 2004

32. ADP/ACP Prior Year Testing Method

    By fiona1, February 16, 2004
    • 14 replies
    • 6.7k views
    • 
    • §#$%!
    • February 19, 2004

33. What To Do With Excess Match Contributions?

    By Guest M00ZIKMAN, February 19, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 19, 2004

34. Safe Harbor 3% flip to Safe Harbor Match 4%

    By pbarrett, February 19, 2004
    • 1 reply
    • 1k views
    • 
    • Archimage
    • February 19, 2004

35. Failure to make profit sharing contribution.

    By ErisaGeek, February 18, 2004
    • 5 replies
    • 1.8k views
    • 
    • J2D2
    • February 19, 2004

36. IRA & 401K Contributions

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

37. EGTRRA 415 limits for non-calendar year plans

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

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

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

39. cash out buy back

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

40. Top Heavy 5-year rule

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

41. Can someone on workmans comp be terminated?

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

42. 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

43. Investments in Real-Estate?

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

44. Safe Harbor 401(k) with Union Employees

    By Blinky the 3-eyed Fish, February 12, 2004
    • 6 replies
    • 5.8k views
    • 
    • wsp
    • February 17, 2004

45. deferrals not stopped after hardship

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

46. Top heavy and catch up contributions

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

47. Timing of Amendment to Chnage Testing Method

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

48. 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

49. Vesting question

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

50. Question regarding allocation of plan expenses

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