401(k) Plans

19,299 topics in this forum

1. Retirement status as it relates to a P/S allocation

   By Guest Achilles, January 8, 2004
   • 3 replies
   • 1.2k views
   • 
   • chris
   • January 8, 2004

2. When are deferrals excluded from ADP test due to 414v?

   By Jed Macy, January 7, 2004
   • 9 replies
   • 2.2k views
   • 
   • WDIK
   • January 8, 2004

3. Termination of plan with "fuzzy" history

   By billfgrady, January 7, 2004
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • January 8, 2004

4. Locating a lost participant with money in a terminating 401(K) Plan

   By Guest jkrad, January 5, 2004
   • 12 replies
   • 2.5k views
   • 
   • Harwood
   • January 7, 2004

5. former safe harbor, now trad. 401(k)

   By Lori H, January 7, 2004
   • 1 reply
   • 1k views
   • 
   • Archimage
   • January 7, 2004

6. Payroll withholdig rules for 401(k)

   By Guest Mike Schwing, January 7, 2004
   • 1 reply
   • 1.6k views
   • 
   • Harwood
   • January 7, 2004

7. Catch-up contributions when 415(c) limit but not 402(g) limit is exceeded

   By Guest Dave Peckham, January 6, 2004
   • 4 replies
   • 2.8k views
   • 
   • TBob
   • January 6, 2004

8. 402(g) Limits

   By Guest todhen, January 6, 2004
   • 3 replies
   • 1.9k views
   • 
   • david rigby
   • January 6, 2004

9. Participant has Excess Deferral for 2003 $1,000. Payroll Admin. at Company wants to know if she can adjust (Reduce) the amount of Deferral on 2003 W-2

   By Guest ROB VIDOVICH, January 6, 2004
   • 5 replies
   • 1.1k views
   • 
   • R. Butler
   • January 6, 2004

10. review of plan documents by terminated employee

    By Guest cmusso, January 6, 2004
    • 1 reply
    • 1k views
    • 
    • FundeK
    • January 6, 2004

11. Disabled participant.. wants to take the $ before retirement age... Penalties waived?

    By K-t-F, January 5, 2004
    • 3 replies
    • 1.2k views
    • 
    • K-t-F
    • January 6, 2004

12. Deferral limits

    By pbarrett, January 5, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 6, 2004

13. Employer with multiple stores sold one store, employees 100% vested?

    By Guest Kriso, December 30, 2003
    • 3 replies
    • 1.3k views
    • 
    • RCK
    • January 5, 2004

14. Spousal consent on loan - going through a divorce.

    By Guest Achilles, January 5, 2004
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • January 5, 2004

15. Can you restate a MPPP into a 401kPSP?

    By Guest Lisa Karlin, December 22, 2003
    • 9 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 31, 2003

16. 401(k) Safe Harbor and the Year-end rush to adopt new plans for '03

    By Guest Hilarion, December 30, 2003
    • 11 replies
    • 1.5k views
    • 
    • Mike Preston
    • December 31, 2003

17. 5307 question

    By Guest PMiller, December 27, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 31, 2003

18. Income tax withholding rules for required minimum distributions - can participant opt out?

    By Guest yannib, December 30, 2003
    • 2 replies
    • 2.4k views
    • 
    • Appleby
    • December 31, 2003

19. Merger of two 401(k) plans; any special provisions for corporate resolution ?

    By Guest tintree73, December 30, 2003
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 31, 2003

20. ADP testing question

    By billfgrady, December 24, 2003
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 31, 2003

21. Entry date of July 1 and 3% safe harbor

    By Guest rffahey, December 30, 2003
    • 6 replies
    • 2.9k views
    • 
    • Mike Preston
    • December 30, 2003

22. Trust EIN... yes or no

    By K-t-F, December 30, 2003
    • 3 replies
    • 2.1k views
    • 
    • pmacduff
    • December 30, 2003

23. 402g refunds?

    By Guest KD40, December 26, 2003
    • 4 replies
    • 6.3k views
    • 
    • mbozek
    • December 29, 2003

24. Allocation Conditions on a Multiple Employer Plan

    By austin3515, December 28, 2003
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • December 28, 2003

25. Participant dies, designates 2 beneficiaries (70% to one and 30% to one), 30% Beneficiary is also deceased.

    By FundeK, December 24, 2003
    • 1 reply
    • 1k views
    • 
    • jevd
    • December 24, 2003

26. Safe Harbor-- terminated employees

    By abanky, December 24, 2003
    • 1 reply
    • 5.1k views
    • 
    • Mike Preston
    • December 24, 2003

27. Crediting Service with Prior Employer

    By Lori Foresz, December 23, 2003
    • 2 replies
    • 1.3k views
    • 
    • Lori Foresz
    • December 23, 2003

28. Late-year amendment to add 401(k) a BRF problem?

    By Guest Hilarion, December 22, 2003
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • December 23, 2003

29. Short Plan Year?

    By Guest chris4013, December 23, 2003
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • December 23, 2003

30. Contribution deadline...

    By K-t-F, December 17, 2003
    • 16 replies
    • 6.4k views
    • 
    • mbozek
    • December 23, 2003

31. Employer terminating profit sharing plan. Adopting Safe Harbor 401(k)

    By MarZDoates, December 22, 2003
    • 9 replies
    • 1.9k views
    • 
    • Mike Preston
    • December 23, 2003

32. H1b1 - Resident or Nonresident alien

    By k man, December 22, 2003
    • 1 reply
    • 2.2k views
    • 
    • Harwood
    • December 22, 2003

33. Catch-up Contributions; payroll vendor caps the participant at the 402(g) limit first and then in the NEXT payroll cycle will begin catch-up contributions

    By DTH, December 10, 2003
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • December 19, 2003

34. First RMD for 4/2003 retiree, age 77; does 2004 distribution include 2003 income?

    By Guest Powers, December 19, 2003
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • December 19, 2003

35. Sample Spanish SOX Notice

    By Guest sweaterhead, December 19, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 19, 2003

36. Spinoff from a Controlled Group

    By Archimage, December 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • December 19, 2003

37. Two Plans, one brokerage account

    By austin3515, December 19, 2003
    • 0 replies
    • 918 views
    • 
    • austin3515
    • December 19, 2003

38. Elective Deferral Compensation

    By DTH, December 18, 2003
    • 3 replies
    • 1.4k views
    • 
    • MWeddell
    • December 19, 2003

39. timing requirements for amending testing method

    By Guest jjenkins, December 18, 2003
    • 1 reply
    • 1k views
    • 
    • g8r
    • December 19, 2003

40. Merging a safe harbor 401(k) plan with non-safe harbor 401(k) plan

    By Guest PenGuy, December 8, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • December 18, 2003

41. PEO's and Multiple Employer Plans REV Proc 2002-21

    By Guest Greg W, December 18, 2003
    • 1 reply
    • 1.4k views
    • 
    • Kirk Maldonado
    • December 18, 2003

42. Average mutual fund expense ratios by class

    By Guest marie567, December 3, 2003
    • 40 replies
    • 8k views
    • 
    • joel
    • December 18, 2003

43. discretionary match - notice to participants required if discontinue making match?

    By PensionNewbee, December 16, 2003
    • 6 replies
    • 3.3k views
    • 
    • Guest
    • December 18, 2003

44. Plan Loans

    By jala, December 18, 2003
    • 1 reply
    • 1k views
    • 
    • WDIK
    • December 18, 2003

45. minimum income to defer $14,000 in 2003

    By Earl, December 17, 2003
    • 3 replies
    • 1.2k views
    • 
    • Earl
    • December 18, 2003

46. Safe Harbor--Nonelective contributions

    By Felicia, December 18, 2003
    • 1 reply
    • 1.1k views
    • 
    • pmacduff
    • December 18, 2003

47. Accelerated eligibility/new employee not yet an HCE

    By preErisa, December 15, 2003
    • 35 replies
    • 4.9k views
    • 
    • Mike Preston
    • December 18, 2003

48. ADP testing when owners hire their minor sons part time and eligibility for deferral is immediate with no age or service requirements

    By Guest DIGMYDOG, December 18, 2003
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • December 18, 2003

49. Defaulted Participant Loans - No 1099 Given; Prohibited Transaction?

    By Guest Chaffee, December 17, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 17, 2003

50. Puerto Rico Residents in US Qualified Plan - Can they be excluded from ACP Test?

    By Guest rocnrols2, December 5, 2003
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • December 17, 2003