401(k) Plans

19,321 topics in this forum

1. 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

2. ADP corrective distribution

   By Belgarath, January 21, 2004
   • 6 replies
   • 2.3k views
   • 
   • Tom Poje
   • January 21, 2004

3. QPSA question

   By FundeK, January 21, 2004
   • 0 replies
   • 1.1k views
   • 
   • FundeK
   • January 21, 2004

4. SAFE HARBOR not a top-heavy plan

   By PensionNewbee, January 21, 2004
   • 9 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • January 22, 2004

5. Employer vs. Employee Match with Government Health & Welfare Funds

   By Guest nsenja, January 21, 2004
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • January 21, 2004

6. Ratio Percentage Test

   By billfgrady, January 20, 2004
   • 4 replies
   • 1.7k views
   • 
   • billfgrady
   • January 21, 2004

7. 401k rules for Temp Agencys

   By Guest BillU, January 20, 2004
   • 1 reply
   • 1.5k views
   • 
   • Alf
   • January 20, 2004

8. Statutory Plan Entry

   By Gilmore, January 20, 2004
   • 2 replies
   • 1.2k views
   • 
   • Gilmore
   • January 21, 2004

9. New plan using prior year %'s, but no contributions made in 1st plan year?

   By jaemmons, January 20, 2004
   • 3 replies
   • 1.1k views
   • 
   • Mike Preston
   • January 21, 2004

10. Employer Match - What does this mean?

    By Guest tgraham, January 20, 2004
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • January 20, 2004

11. Just Doesn't smell right!

    By TBob, January 20, 2004
    • 6 replies
    • 1.4k views
    • 
    • J2D2
    • January 20, 2004

12. Self employeed net income

    By Guest Ed Walker, January 20, 2004
    • 1 reply
    • 973 views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2004

13. Expenses paid from plan

    By Guest KeithinClev, January 20, 2004
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • January 20, 2004

14. Top-paid group elections

    By Guest NiceGuyMike, January 20, 2004
    • 5 replies
    • 3k views
    • 
    • Guest
    • January 20, 2004

15. QNEC to correct ADP test - Relius

    By pmacduff, January 19, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2004

16. 401K union plan paying expenses.

    By Guest jhilliard, January 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • RCK
    • January 19, 2004

17. Integrated with SS profit sharing allocation. HELP!

    By Guest jhilliard, January 19, 2004
    • 9 replies
    • 2k views
    • 
    • Tom Poje
    • January 21, 2004

18. "Individual" 401(k) Plans

    By Guest Fred Fenster, January 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • January 19, 2004

19. Compliance Testing/Elective Deferral Accumulators

    By Guest TouchofGrey, January 18, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 18, 2004

20. Find a participant

    By Guest Alwaysthinking, January 16, 2004
    • 7 replies
    • 1.8k views
    • 
    • Brian Gallagher
    • October 26, 2004

21. Safe Harbor Effective Date/ Eligibility Issue

    By chris, January 16, 2004
    • 0 replies
    • 1k views
    • 
    • chris
    • January 16, 2004

22. 2004 Annual Addition

    By Lame Duck, January 16, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • January 16, 2004

23. Redemption Fees - Taxable Amount?

    By Guest jvajj, January 16, 2004
    • 2 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • January 16, 2004

24. Safe harbor 401(k) issue

    By chris, January 16, 2004
    • 2 replies
    • 1.2k views
    • 
    • chris
    • January 16, 2004

25. Can total allocations actually exceed comp. for over 50's?

    By R. Butler, January 16, 2004
    • 4 replies
    • 1.2k views
    • 
    • FundeK
    • January 16, 2004

26. Redemption fees for 401(k) plans similar to retail fees

    By Guest murad_s_shah, January 15, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • January 20, 2004

27. Treatment of Employee for testing purposes while on leave of absence

    By Guest Joanne Davey, January 15, 2004
    • 3 replies
    • 2k views
    • 
    • Guest
    • January 16, 2004

28. Life Insurance in Qualified Plan

    By MBCarey, January 15, 2004
    • 4 replies
    • 1.8k views
    • 
    • ccassetty
    • January 16, 2004

29. "Iffy" correction method used

    By Guest yukon, January 15, 2004
    • 3 replies
    • 1.3k views
    • 
    • jquazza
    • January 16, 2004

30. MPP Merger and Final 5500

    By Guest goaliemom, January 15, 2004
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • January 15, 2004

31. Catch-up Election form

    By alexa, January 15, 2004
    • 1 reply
    • 1.8k views
    • 
    • Sandra Pearce
    • January 15, 2004

32. Definition of Compensation

    By Guest DLearning, January 14, 2004
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • January 15, 2004

33. Plan amendments after end of year

    By Guest Gordy, January 14, 2004
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 16, 2004

34. Amend for Safe Harbor Non-elective

    By Guest MEWilson, January 14, 2004
    • 8 replies
    • 1.2k views
    • 
    • Guest
    • January 16, 2004

35. Financial Advice - who can be billed for this service?

    By Guest jhilliard, January 14, 2004
    • 8 replies
    • 2.3k views
    • 
    • Guest
    • January 26, 2004

36. Plan Data Survey

    By Guest jhilliard, January 14, 2004
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 14, 2004

37. Distribution code on Form 1099-R

    By MarZDoates, January 14, 2004
    • 0 replies
    • 1.1k views
    • 
    • MarZDoates
    • January 14, 2004

38. Access to Safe Harbor money

    By Guest Hartnett123, January 14, 2004
    • 9 replies
    • 1.9k views
    • 
    • ccassetty
    • January 15, 2004

39. FIdelity Bonding Coverage

    By stevena, January 14, 2004
    • 9 replies
    • 4.3k views
    • 
    • Guest
    • April 28, 2005

40. Allowing beneficiary to direct investment.

    By FundeK, January 14, 2004
    • 8 replies
    • 1.8k views
    • 
    • BG5150
    • July 10, 2008

41. Is the effective date on the enrollment form a big deal? What about the amount to be deferred?

    By Guest DIGMYDOG, January 14, 2004
    • 4 replies
    • 1.2k views
    • 
    • ccassetty
    • January 16, 2004

42. 415 Violation/Refunds

    By Guest padmin, January 13, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 13, 2004

43. deadline for making top heavy contribution to DC plan

    By k man, January 13, 2004
    • 5 replies
    • 4.3k views
    • 
    • Guest
    • January 12, 2005

44. ADP testing using W-2

    By Guest Hartnett123, January 13, 2004
    • 7 replies
    • 1.4k views
    • 
    • Guest
    • January 13, 2004

45. Prior year testing and top paid group election

    By dmb, January 13, 2004
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • January 13, 2004

46. Safe Harbor 3% Non-elective with Match

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

47. 401(k) Match Contribution Question

    By Guest tgraham, January 12, 2004
    • 3 replies
    • 1.2k views
    • 
    • Mike Preston
    • January 13, 2004

48. Required Minimum Distribution for non onwer still working?

    By Guest Michael Anderson, January 12, 2004
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • January 13, 2004

49. Automatic Enrollment in California

    By Gilmore, January 10, 2004
    • 2 replies
    • 1.3k views
    • 
    • Gilmore
    • January 13, 2004

50. Plan Audit on a 401(k) Plan that drops below 80 participants

    By Guest KellyMusico, January 9, 2004
    • 2 replies
    • 1.3k views
    • 
    • WDIK
    • January 9, 2004