401(k) Plans

19,534 topics in this forum

1. Who get SafeHarbor when PS contributions have different eligibility than CODA

   By Guest CLeggette, March 15, 2004
   • 1 reply
   • 1.5k views
   • 
   • Tom Poje
   • March 16, 2004

2. Calculaton of Outstanding Loan Balance

   By Guest jcj, March 12, 2004
   • 5 replies
   • 5.1k views
   • 
   • Guest
   • March 15, 2004

3. Who is the "employer" for QSLOB purposes?

   By Guest Kaister, March 15, 2004
   • 0 replies
   • 2.3k views
   • 
   • Guest
   • March 15, 2004

4. help for an HCE who is habitually receiving refunds.

   By Lori H, March 11, 2004
   • 11 replies
   • 2.2k views
   • 
   • Brian Gallagher
   • March 15, 2004

5. Appropriateness of deduction in ASG setting

   By billfgrady, March 15, 2004
   • 0 replies
   • 1.3k views
   • 
   • billfgrady
   • March 15, 2004

6. Top Heavy Cross Tested Plan - What's the Allocation?

   By Guest ChopperPilot, March 15, 2004
   • 4 replies
   • 1.7k views
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   • Archimage
   • March 15, 2004

7. controlled group member adopts prototype but participates in a different plan

   By k man, March 12, 2004
   • 5 replies
   • 1.8k views
   • 
   • k man
   • March 15, 2004

8. QDRO - In-service for Top Heavy???

   By Guest tropicgetaway, June 24, 2003
   • 6 replies
   • 3.3k views
   • 
   • g8r
   • March 15, 2004

9. S-Corp - Profit Sharing Contribution Deadline

   By Guest dhoefer, March 13, 2004
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • March 13, 2004

10. 401k and match taken from last check in new year

    By Guest lindamichals, March 11, 2004
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 13, 2004

11. 1099-MISC

    By doombuggy, March 8, 2004
    • 4 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • March 13, 2004

12. Amendment to switch to prior year testing

    By Guest terryh123, March 12, 2004
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 13, 2004

13. Catch-Up Contributions In A Failed ADP Test

    By Guest ChopperPilot, March 12, 2004
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 12, 2004

14. QNEC in first plan year

    By Guest KMP, March 11, 2004
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • March 12, 2004

15. Definition of "successor plan" as mentioned in Notice 98-52

    By chris, March 11, 2004
    • 3 replies
    • 2.6k views
    • 
    • k man
    • March 12, 2004

16. ACP Failures of contributions that have not been deposited

    By Guest lfriede, March 11, 2004
    • 7 replies
    • 2.5k views
    • 
    • Guest
    • March 12, 2004

17. 401(k) Refunds and Earnings Calculation

    By buckaroo, March 11, 2004
    • 2 replies
    • 2.1k views
    • 
    • buckaroo
    • March 12, 2004

18. Retroactive amendment to increase contribution limits

    By Guest Guanoman, March 11, 2004
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • March 12, 2004

19. Safe Habor Match Participation

    By Guest PAINPA, March 12, 2004
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • March 12, 2004

20. Annual Additions Limit considering Catch-up contributions

    By Guest ADMINREX, March 11, 2004
    • 5 replies
    • 3.8k views
    • 
    • MGB
    • March 12, 2004

21. Loan - Deemed Distribution

    By Guest InfoSeeker, March 10, 2004
    • 3 replies
    • 1.8k views
    • 
    • JanetM
    • March 12, 2004

22. Rollover from UK plan to US plan permitted ?

    By Guest halka, March 11, 2004
    • 3 replies
    • 2.4k views
    • 
    • mbozek
    • March 12, 2004

23. Top heavy and safe harbor nonelective contribution

    By Guest Dolores Lawrence, March 4, 2004
    • 9 replies
    • 3.4k views
    • 
    • Tom Poje
    • March 12, 2004

24. successor plan?

    By Guest EDSAADE, March 12, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 12, 2004

25. Elective Deferral Limit

    By fiona1, March 11, 2004
    • 2 replies
    • 1.5k views
    • 
    • WDIK
    • March 11, 2004

26. Rollover of death benefit by domestic partner

    By Guest Bud, March 10, 2004
    • 4 replies
    • 1.7k views
    • 
    • jsb
    • March 11, 2004

27. Prior Year Testing Method / No Prior Year test done

    By fiona1, March 11, 2004
    • 1 reply
    • 1.2k views
    • 
    • R. Butler
    • March 11, 2004

28. Compensation

    By Guest Hartnett123, March 10, 2004
    • 4 replies
    • 3.9k views
    • 
    • Guest
    • March 11, 2004

29. Loan Repayments

    By Guest blackacre, September 3, 2003
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • March 11, 2004

30. use of the catch up contribution

    By Guest zdarskyj, March 9, 2004
    • 5 replies
    • 1.7k views
    • 
    • PensionNewbee
    • March 11, 2004

31. taxation of distribution to minor children of decesed participant

    By k man, March 10, 2004
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 11, 2004

32. Safe Harbor & Integration

    By Guest Lisa Karlin, March 10, 2004
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • March 10, 2004

33. Timing of Top Heavy and Matching/Profit Sharing Contributions

    By MarZDoates, March 10, 2004
    • 0 replies
    • 2k views
    • 
    • MarZDoates
    • March 10, 2004

34. Is this a prohibited transaction?

    By FundeK, March 10, 2004
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 10, 2004

35. Do excess contributions automatically "convert" to catch-up contributions ?

    By Guest hyper, March 9, 2004
    • 4 replies
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 10, 2004

36. Forfeitures and QNEC's

    By Guest welcomehome, March 5, 2004
    • 5 replies
    • 3.1k views
    • 
    • Kirk Maldonado
    • March 10, 2004

37. "otherwise excludable" testing

    By PensionNewbee, March 9, 2004
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 10, 2004

38. Forfeiture Account Use

    By Guest etu22, March 9, 2004
    • 8 replies
    • 17.9k views
    • 
    • Guest
    • March 9, 2004

39. Receiving plan of rollover contribution and forms?

    By Guest MSP, March 9, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • March 9, 2004

40. Contributions includable in ACP

    By Guest jim williams, March 9, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 9, 2004

41. IRC 318 stock attribution in year of divorce...

    By jaemmons, March 9, 2004
    • 1 reply
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 9, 2004

42. pre-pay outstanding loan - how is this calculated?

    By PensionNewbee, March 9, 2004
    • 2 replies
    • 1.3k views
    • 
    • FundeK
    • March 9, 2004

43. Safe Harbor and New Comparability Plan

    By Guest tlemaster2, March 9, 2004
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • March 9, 2004

44. Professionally managed alternative for participants

    By Guest tschenk, December 31, 2001
    • 25 replies
    • 5k views
    • 
    • k man
    • March 9, 2004

45. Commission as 401(k) Deferrrals

    By Randy Watson, March 9, 2004
    • 0 replies
    • 1.8k views
    • 
    • Randy Watson
    • March 9, 2004

46. Multiple Employer Plan Testing

    By DTH, March 5, 2004
    • 2 replies
    • 2k views
    • 
    • alanm
    • March 8, 2004

47. Employer Stock Communication Requirements

    By Guest PAL100759, March 8, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 8, 2004

48. HCE with no comp but 1,000 hours

    By PensionNewbee, March 4, 2004
    • 18 replies
    • 5.7k views
    • 
    • Guest
    • March 8, 2004

49. Frequent Trading / Insider Trading

    By RCK, March 2, 2004
    • 14 replies
    • 5.3k views
    • 
    • Guest
    • March 8, 2004

50. Under $5,000 force out procedures

    By FundeK, March 4, 2004
    • 7 replies
    • 3.2k views
    • 
    • doombuggy
    • March 8, 2004