401(k) Plans

19,336 topics in this forum

1. Highly Compensated / Meger Question

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

2. 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

3. combining ADP/ACP to pass test

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

4. Different EIN for 5500 and Form 945 filings?

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

5. Plan Amendments

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

6. Loan Repayments while laid off?

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

7. one employee in two unrelated employers plans.

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

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

   By Guest Everitt, February 7, 2004
   • 0 replies
   • 7.6k views
   • 
   • Guest
   • February 7, 2004

9. 1099'S - PS 58 Cost and regular distributions

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

10. Deemed loan or loan offset?

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

11. Changed accrual requirements at the end of the year

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

12. 401(m) Coverage

    By Gilmore, February 5, 2004
    • 4 replies
    • 1.3k views
    • 
    • Gilmore
    • February 5, 2004

13. 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
    • 1.5k views
    • 
    • Brian Gallagher
    • February 5, 2004

14. PEO's and the Tax Savers Credit

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

15. Failed to make contributions

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

16. Can a match exceed 100%?

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

17. Rev. Rul. 2004-13

    By Guest Giovanni, February 4, 2004
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • February 10, 2004

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

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

19. Vesting and USERRA

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

20. amount of time ...

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

21. orphan plan question

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

22. Borrowing from ADP to ACP

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

23. 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

24. Match forfeitures

    By Guest lindamichals, February 3, 2004
    • 4 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • February 4, 2004

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

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

26. Amount of Excise Tax from failure of ADP test

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

27. Amendment to pass 410(b)

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

28. 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

29. Safe Harbor 401(k) and Top Heavy

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

30. 415 Comp vs. Comp used to determine contribution

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

31. Incorrect 1099-R?

    By Guest crazyadmin, January 31, 2004
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 3, 2004

32. 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

33. Excess contribution and forfeited match

    By Sully, January 30, 2004
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 2, 2004

34. 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

35. Exceeding Plan Deferral Limit

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

36. "wrong" safe harbor notice

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

37. reporting excess annual additions

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

38. Safe Harbor & Topheavy

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

39. Reduced compensation

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

40. Controlled Group / Coverage Question

    By fiona1, January 28, 2004
    • 2 replies
    • 1k views
    • 
    • fiona1
    • January 28, 2004

41. S-corp. pass thru income & dividends

    By R. Butler, January 28, 2004
    • 5 replies
    • 2.6k views
    • 
    • R. Butler
    • January 29, 2004

42. 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

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

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

44. Prior Year Method and adding a new Match Contribution

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

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

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

46. What would you do?

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

47. Section 414 compensation

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

48. Is a non employee owner an HCE?

    By Guest richez, January 27, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • January 29, 2004

49. Another Top Paid Group question

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

50. Is there such a thing . . .

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