401(k) Plans

19,413 topics in this forum

1. Multiple Employer Plan Liability

   By Guest Shaf, February 23, 2004
   • 12 replies
   • 1.8k views
   • 
   • Guest
   • March 2, 2004

2. 1099R Code for in-kind distribution of annuity contract from qualified plan?

   By Guest CTBenefitsLaw, March 2, 2004
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • March 2, 2004

3. Age Requirement

   By Jilliandiz, March 2, 2004
   • 1 reply
   • 1k views
   • 
   • david rigby
   • March 2, 2004

4. SH Non-elective AND PS written into Document- use part of PS to fund SH?

   By TPAVP, March 1, 2004
   • 6 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • March 2, 2004

5. Retroactive Entry on a 401(k) Plan.

   By jquazza, March 1, 2004
   • 3 replies
   • 1.4k views
   • 
   • WDIK
   • March 2, 2004

6. can employer terminate and sponsor another plan within 12 month period?

   By k man, March 2, 2004
   • 3 replies
   • 1.8k views
   • 
   • k man
   • March 2, 2004

7. ADP Question

   By billfgrady, March 2, 2004
   • 2 replies
   • 1.3k views
   • 
   • Mike Preston
   • March 2, 2004

8. not a "real" retirement, but completed distribution anyway

   By Jim Chad, March 2, 2004
   • 1 reply
   • 1.1k views
   • 
   • Mike Preston
   • March 2, 2004

9. New Proposed DOL rule on involuntary cashouts

   By Brian Gallagher, March 2, 2004
   • 2 replies
   • 1.2k views
   • 
   • Brian Gallagher
   • March 2, 2004

10. Safe Harbor Conversion

    By Dougsbpc, March 1, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 2, 2004

11. Safe Harbor Match and 401(a)4 testing

    By Guest hog4you2, March 1, 2004
    • 4 replies
    • 2.3k views
    • 
    • Archimage
    • March 2, 2004

12. Failed ADP Test

    By goldtpa, March 1, 2004
    • 1 reply
    • 1.9k views
    • 
    • jquazza
    • March 1, 2004

13. contribution in error

    By wsp, February 28, 2004
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 1, 2004

14. Foreign National who pays US Taxes participate in 401(k)

    By Guest bueler, March 1, 2004
    • 6 replies
    • 4.2k views
    • 
    • jquazza
    • March 1, 2004

15. Document and records retention under ERISA

    By Brian Gallagher, March 1, 2004
    • 1 reply
    • 2.2k views
    • 
    • Harwood
    • March 1, 2004

16. Retroactive S Election by LLC - Owner Deferrals prior to Election

    By austin3515, March 1, 2004
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • March 1, 2004

17. shifting and catch up contributions

    By Tom Poje, March 1, 2004
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • March 1, 2004

18. Calculating earnings on ADP refunds

    By Guest cohenron, February 29, 2004
    • 4 replies
    • 4.8k views
    • 
    • Harwood
    • March 1, 2004

19. Changing ADP testing methods from current to prior year

    By Guest PSHowell, February 27, 2004
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • February 27, 2004

20. Election Not To Participate

    By Guest Mbrockway, February 27, 2004
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 27, 2004

21. QNEC satisfying ADP Test - What about coverage?

    By Guest Mbrockway, February 26, 2004
    • 6 replies
    • 3.1k views
    • 
    • Tom Poje
    • February 27, 2004

22. 1099's and ADP excesses

    By Brian Gallagher, February 27, 2004
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 27, 2004

23. Waiver of Bonding Requirement

    By Guest mcw, February 27, 2004
    • 2 replies
    • 1.1k views
    • 
    • WDIK
    • February 27, 2004

24. RMD amendments

    By PensionNewbee, February 26, 2004
    • 2 replies
    • 1.1k views
    • 
    • PensionNewbee
    • February 27, 2004

25. Match Vesting Schedule

    By Guest jim williams, February 25, 2004
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • February 27, 2004

26. Safe harbor match

    By pbarrett, February 27, 2004
    • 2 replies
    • 1.1k views
    • 
    • Brian Gallagher
    • February 27, 2004

27. PEO's and the Tax Savers Credit

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

28. Affiliated Service Group and 401(k) testing

    By Guest philc, February 25, 2004
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • February 26, 2004

29. Another Safe Harbor/Top Heavy Question

    By Guest wayneiser, February 26, 2004
    • 1 reply
    • 1k views
    • 
    • Archimage
    • February 26, 2004

30. Excess Profit Sharing Money's/ Can it be returned

    By sdix401k, February 24, 2004
    • 11 replies
    • 3k views
    • 
    • E as in ERISA
    • February 26, 2004

31. 3 month eligibility question

    By Brian Gallagher, February 26, 2004
    • 3 replies
    • 1.6k views
    • 
    • E as in ERISA
    • February 26, 2004

32. Taxes on interest of 401k loan

    By Guest mcdanieldon, February 25, 2004
    • 3 replies
    • 1.8k views
    • 
    • E as in ERISA
    • February 26, 2004

33. Safe Harbor and top heavy

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

34. Catch up example - please help me understand

    By Guest cease, February 20, 2004
    • 15 replies
    • 2.2k views
    • 
    • Mike Preston
    • February 26, 2004

35. 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
    • 980 views
    • 
    • Mike Preston
    • February 26, 2004

36. Testing for multiple controlled groups

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

37. Excess Contribution Reporting

    By Guest hruser, February 25, 2004
    • 1 reply
    • 1.7k views
    • 
    • Harwood
    • February 25, 2004

38. ACP test for some Safe Harbor Plans

    By Guest ERIC STRAND, February 25, 2004
    • 1 reply
    • 2.5k views
    • 
    • Tom Poje
    • February 25, 2004

39. Vesting Question

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

40. 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
    • 1.3k views
    • 
    • Harwood
    • February 25, 2004

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

    By Guest Dash04, February 25, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • February 25, 2004

42. Prior Year Testing / Permissive Disaggregation

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

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

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

44. Compensation Exclusions

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

45. Operational Failure - Definition of Compensation

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

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

    By pmacduff, February 24, 2004
    • 16 replies
    • 1.8k views
    • 
    • pmacduff
    • February 24, 2004

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

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

48. Qualified dividends from employer stock

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

49. Failure to meet Top-Heavy contribution requirement

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

50. Nonresident Alien Employees

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