401(k) Plans

19,319 topics in this forum

1. 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

2. Ministry and 401(k) plan

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

3. Highly Compensated / Meger Question

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

4. Rev. Rul. 2004-13

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

5. HCE calculation - non-calendar plan year

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

6. Plan Amendments

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

7. Top-paid group determination and acquisitions

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

8. Loan Repayments while laid off?

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

9. combining ADP/ACP to pass test

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

10. 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

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. Distribution of post-'86 after-tax contributions

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

13. Deemed loan or loan offset?

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

14. Borrowing from ADP to ACP

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

15. 1099'S - PS 58 Cost and regular distributions

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

16. Amendment to pass 410(b)

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

17. Failed to make contributions

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

18. 401(m) Coverage

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

19. orphan plan question

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

20. Can a match exceed 100%?

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

21. 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
    • 1.4k views
    • 
    • Brian Gallagher
    • February 5, 2004

22. Safe Harbor 3% Non-elective with Match

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

23. amount of time ...

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

24. 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

25. Vesting and USERRA

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

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

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

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

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

28. Match forfeitures

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

29. Puerto Rico Deferral Limit

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

30. Exceeding Plan Deferral Limit

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

31. Incorrect 1099-R?

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

32. Amount of Excise Tax from failure of ADP test

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

33. 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

34. 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

35. 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

36. Safe Harbor 401(k) and Top Heavy

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

37. 415 Comp vs. Comp used to determine contribution

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

38. Excess contribution and forfeited match

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

39. Safe Harbor & Topheavy

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

40. 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

41. 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

42. "wrong" safe harbor notice

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

43. reporting excess annual additions

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

44. Excess Annual Additions and ADP/ACP Test

    By Guest ArrowMatt, January 24, 2004
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • January 29, 2004

45. S-corp. pass thru income & dividends

    By R. Butler, January 28, 2004
    • 5 replies
    • 2.5k views
    • 
    • R. Butler
    • January 29, 2004

46. Reduced compensation

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

47. Prior Year Method and adding a new Match Contribution

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

48. Can a safe-harbor plan that matches on a payroll basis match on deferrals on compensation in excess of the comp. limit?

    By JDuns, January 21, 2004
    • 5 replies
    • 2.7k views
    • 
    • QDROphile
    • January 29, 2004

49. Is a non employee owner an HCE?

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

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

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