401(k) Plans

19,333 topics in this forum

1. Different EIN for 5500 and Form 945 filings?

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

2. PEO Scenario

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

3. Safe Habor 401(k) - Incorrect Match

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

4. HCE definiton

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

5. QMAC Question

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

6. ADP Testing and Union Employees

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

7. 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
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   • E as in ERISA
   • February 12, 2004

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

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

9. Failure to include eligible employees

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

10. Discrimination question

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

11. Blackout Notice

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

12. one employee in two unrelated employers plans.

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

13. Distribution from simple IRA

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

14. ADP refund earnings and catch-ups

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

15. 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

16. Ministry and 401(k) plan

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

17. Highly Compensated / Meger Question

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

18. Rev. Rul. 2004-13

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

19. HCE calculation - non-calendar plan year

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

20. Plan Amendments

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

21. Top-paid group determination and acquisitions

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

22. Loan Repayments while laid off?

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

23. combining ADP/ACP to pass test

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

24. 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

25. Changed accrual requirements at the end of the year

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

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

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

27. Deemed loan or loan offset?

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

28. Borrowing from ADP to ACP

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

29. 1099'S - PS 58 Cost and regular distributions

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

30. Amendment to pass 410(b)

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

31. Failed to make contributions

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

32. 401(m) Coverage

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

33. orphan plan question

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

34. Can a match exceed 100%?

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

35. 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

36. Safe Harbor 3% Non-elective with Match

    By Guest PensionHelpers, January 13, 2004
    • 7 replies
    • 1.7k views
    • 
    • chris
    • February 5, 2004

37. amount of time ...

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

38. 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
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    • Mike Preston
    • February 4, 2004

39. Vesting and USERRA

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

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

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

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

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

42. Match forfeitures

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

43. Puerto Rico Deferral Limit

    By Guest CRC02, December 15, 2003
    • 4 replies
    • 1.5k views
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    • FundeK
    • February 4, 2004

44. Exceeding Plan Deferral Limit

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

45. Incorrect 1099-R?

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

46. Amount of Excise Tax from failure of ADP test

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

47. No more cross-testing, permitted disparity or top-heavy in D.C. Plans 1 2

    By KJohnson, January 31, 2003
    • 78 replies
    • 17.8k views
    • 
    • jquazza
    • February 3, 2004

48. 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

49. 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

50. Safe Harbor 401(k) and Top Heavy

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