401(k) Plans

19,299 topics in this forum

1. Fees

   By dmb, January 21, 2004
   • 0 replies
   • 1.1k views
   • 
   • dmb
   • January 21, 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. Ratio Percentage Test

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

5. Integrated with SS profit sharing allocation. HELP!

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

6. 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

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

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

8. 401(k) from partner's income

   By joano, January 8, 2004
   • 3 replies
   • 1.4k views
   • 
   • Guest
   • January 20, 2004

9. 401k rules for Temp Agencys

   By Guest BillU, January 20, 2004
   • 1 reply
   • 1.5k views
   • 
   • Alf
   • January 20, 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. Expenses paid from plan

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

12. Just Doesn't smell right!

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

13. Top-paid group elections

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

14. 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

15. Self employeed net income

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

16. QNEC to correct ADP test - Relius

    By pmacduff, January 19, 2004
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2004

17. 401K union plan paying expenses.

    By Guest jhilliard, January 19, 2004
    • 1 reply
    • 1.1k views
    • 
    • RCK
    • January 19, 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. Discrimination Tests & HCE definitions

    By pmacduff, August 25, 2003
    • 9 replies
    • 2.6k views
    • 
    • Guest
    • January 17, 2004

21. 2004 Annual Addition

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

22. Redemption Fees - Taxable Amount?

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

23. 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

24. 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

25. Safe Harbor Effective Date/ Eligibility Issue

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

26. Amend for Safe Harbor Non-elective

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

27. "Iffy" correction method used

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

28. 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

29. Life Insurance in Qualified Plan

    By MBCarey, January 15, 2004
    • 4 replies
    • 1.7k views
    • 
    • ccassetty
    • January 16, 2004

30. Safe harbor 401(k) issue

    By chris, January 16, 2004
    • 2 replies
    • 1.1k views
    • 
    • chris
    • January 16, 2004

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

    By R. Butler, January 16, 2004
    • 4 replies
    • 1.1k views
    • 
    • FundeK
    • January 16, 2004

32. Catch-up Election form

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

33. Definition of Compensation

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

34. MPP Merger and Final 5500

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

35. Access to Safe Harbor money

    By Guest Hartnett123, January 14, 2004
    • 9 replies
    • 1.9k views
    • 
    • ccassetty
    • January 15, 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. ADP testing using W-2

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

39. 415 Violation/Refunds

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

40. Required Minimum Distribution for non onwer still working?

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

41. Prior year testing and top paid group election

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

42. Automatic Enrollment in California

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

43. 401(k) Match Contribution Question

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

44. Distributed more than vested balance......

    By K-t-F, January 9, 2004
    • 8 replies
    • 1.4k views
    • 
    • K-t-F
    • January 12, 2004

45. HOW TO CORRECT EMPLOYEE DEFERRALS IN EXCESS OF PLAN LIMIT

    By Guest ROB VIDOVICH, January 8, 2004
    • 15 replies
    • 3.1k views
    • 
    • Guest
    • January 10, 2004

46. Timing on amending "Prior" to "Current"

    By Guest Mike Schwing, January 9, 2004
    • 1 reply
    • 965 views
    • 
    • Blinky the 3-eyed Fish
    • January 9, 2004

47. cont. to eligible key employee who worked less than 500 hours in top heavy plan

    By Lori H, January 8, 2004
    • 10 replies
    • 2.7k views
    • 
    • R. Butler
    • January 9, 2004

48. 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

49. Top Heavy minimum contribution for aggregated plans with different plan years.

    By jquazza, January 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • pmacduff
    • January 9, 2004

50. Reimbursement of Plan Sponsor by Plan for certain Plan Expenses

    By Guest SCUDDESLER, January 6, 2004
    • 3 replies
    • 2.7k views
    • 
    • KJohnson
    • January 9, 2004