401(k) Plans

19,502 topics in this forum

1. Failed ADP Test

   By goldtpa, March 1, 2004
   • 1 reply
   • 2.1k views
   • 
   • jquazza
   • March 1, 2004

2. contribution in error

   By wsp, February 28, 2004
   • 3 replies
   • 1.3k views
   • 
   • Mike Preston
   • March 1, 2004

3. Foreign National who pays US Taxes participate in 401(k)

   By Guest bueler, March 1, 2004
   • 6 replies
   • 4.3k views
   • 
   • jquazza
   • March 1, 2004

4. Document and records retention under ERISA

   By Brian Gallagher, March 1, 2004
   • 1 reply
   • 2.4k views
   • 
   • Harwood
   • March 1, 2004

5. Retroactive S Election by LLC - Owner Deferrals prior to Election

   By austin3515, March 1, 2004
   • 0 replies
   • 1.3k views
   • 
   • austin3515
   • March 1, 2004

6. shifting and catch up contributions

   By Tom Poje, March 1, 2004
   • 2 replies
   • 1.3k views
   • 
   • Tom Poje
   • March 1, 2004

7. Calculating earnings on ADP refunds

   By Guest cohenron, February 29, 2004
   • 4 replies
   • 5.1k views
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   • Harwood
   • March 1, 2004

8. Changing ADP testing methods from current to prior year

   By Guest PSHowell, February 27, 2004
   • 1 reply
   • 1.9k views
   • 
   • Guest
   • February 27, 2004

9. Election Not To Participate

   By Guest Mbrockway, February 27, 2004
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • February 27, 2004

10. QNEC satisfying ADP Test - What about coverage?

    By Guest Mbrockway, February 26, 2004
    • 6 replies
    • 3.3k views
    • 
    • Tom Poje
    • February 27, 2004

11. 1099's and ADP excesses

    By Brian Gallagher, February 27, 2004
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 27, 2004

12. Waiver of Bonding Requirement

    By Guest mcw, February 27, 2004
    • 2 replies
    • 1.2k views
    • 
    • WDIK
    • February 27, 2004

13. RMD amendments

    By PensionNewbee, February 26, 2004
    • 2 replies
    • 1.2k views
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    • PensionNewbee
    • February 27, 2004

14. Match Vesting Schedule

    By Guest jim williams, February 25, 2004
    • 2 replies
    • 1.4k views
    • 
    • MWeddell
    • February 27, 2004

15. Safe harbor match

    By pbarrett, February 27, 2004
    • 2 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • February 27, 2004

16. PEO's and the Tax Savers Credit

    By Guest Mbrockway, February 5, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 26, 2004

17. Affiliated Service Group and 401(k) testing

    By Guest philc, February 25, 2004
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • February 26, 2004

18. Another Safe Harbor/Top Heavy Question

    By Guest wayneiser, February 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • February 26, 2004

19. Excess Profit Sharing Money's/ Can it be returned

    By sdix401k, February 24, 2004
    • 11 replies
    • 3.3k views
    • 
    • E as in ERISA
    • February 26, 2004

20. 3 month eligibility question

    By Brian Gallagher, February 26, 2004
    • 3 replies
    • 1.8k views
    • 
    • E as in ERISA
    • February 26, 2004

21. Taxes on interest of 401k loan

    By Guest mcdanieldon, February 25, 2004
    • 3 replies
    • 1.9k views
    • 
    • E as in ERISA
    • February 26, 2004

22. Safe Harbor and top heavy

    By Guest philc, February 25, 2004
    • 7 replies
    • 1.6k views
    • 
    • Brian Gallagher
    • February 26, 2004

23. Catch up example - please help me understand

    By Guest cease, February 20, 2004
    • 15 replies
    • 2.5k views
    • 
    • Mike Preston
    • February 26, 2004

24. New Company formed 1/1/2004; same employees, can I use prior year's wages to determine HCEs?

    By Guest jsample, February 26, 2004
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • February 26, 2004

25. Testing for multiple controlled groups

    By Guest Jeff Underwood, February 25, 2004
    • 5 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 26, 2004

26. Excess Contribution Reporting

    By Guest hruser, February 25, 2004
    • 1 reply
    • 1.8k views
    • 
    • Harwood
    • February 25, 2004

27. ACP test for some Safe Harbor Plans

    By Guest ERIC STRAND, February 25, 2004
    • 1 reply
    • 2.6k views
    • 
    • Tom Poje
    • February 25, 2004

28. Vesting Question

    By Scott, February 25, 2004
    • 2 replies
    • 1.8k views
    • 
    • Tom Poje
    • February 25, 2004

29. Need cite for the rule that service earned while a member of an ineligible class not excluded.

    By R. Butler, February 25, 2004
    • 1 reply
    • 1.4k views
    • 
    • Harwood
    • February 25, 2004

30. Ability to Refund or Recharacterize '03 Defl Due to Failure of 401(a)(4) General Test

    By Guest Dash04, February 25, 2004
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • February 25, 2004

31. Prior Year Testing / Permissive Disaggregation

    By fiona1, February 13, 2004
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • February 25, 2004

32. Entity change from S-Corp to Partnership - change in compensation type for shareholders

    By Guest Jane Freeman, February 25, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • February 25, 2004

33. Compensation Exclusions

    By Guest Mike Schwing, February 20, 2004
    • 7 replies
    • 3.3k views
    • 
    • g8r
    • February 25, 2004

34. Operational Failure - Definition of Compensation

    By Guest tlemaster2, February 24, 2004
    • 0 replies
    • 2k views
    • 
    • Guest
    • February 24, 2004

35. Self-employed 401(k) profit sharing plan

    By pmacduff, February 24, 2004
    • 16 replies
    • 2.2k views
    • 
    • pmacduff
    • February 24, 2004

36. safe harbor cross tested plan - do terminees get a non elective contribution

    By k man, February 24, 2004
    • 8 replies
    • 1.9k views
    • 
    • WDIK
    • February 24, 2004

37. Qualified dividends from employer stock

    By Guest swwalden1, February 24, 2004
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • February 24, 2004

38. Failure to meet Top-Heavy contribution requirement

    By bzorc, February 23, 2004
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 24, 2004

39. Nonresident Alien Employees

    By Guest DLearning, February 23, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 23, 2004

40. Calculation of offset for loans on full payout

    By Guest Colorado, December 24, 2003
    • 11 replies
    • 3.2k views
    • 
    • Mike Preston
    • February 23, 2004

41. Repaying a Deemed Loan

    By FundeK, February 23, 2004
    • 1 reply
    • 2.2k views
    • 
    • FundeK
    • February 23, 2004

42. ADP now, ACP later

    By fiona1, February 19, 2004
    • 2 replies
    • 1.5k views
    • 
    • g8r
    • February 21, 2004

43. Safe Harbor Plan Deemed not top heavy

    By Lori Foresz, February 20, 2004
    • 2 replies
    • 2.1k views
    • 
    • Lori Foresz
    • February 20, 2004

44. Military Leave - Tax treatment of made up contributions for prior years.

    By Guest 2341mid, February 20, 2004
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 20, 2004

45. penalty for catch-up

    By Guest JBeck, February 20, 2004
    • 5 replies
    • 1.4k views
    • 
    • FundeK
    • February 20, 2004

46. 2 loan default questions

    By FundeK, February 20, 2004
    • 0 replies
    • 1.3k views
    • 
    • FundeK
    • February 20, 2004

47. Catch-up Contribution Question

    By Guest Max Power, February 19, 2004
    • 7 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 20, 2004

48. Permissive Disaggregation

    By fiona1, February 12, 2004
    • 4 replies
    • 13.9k views
    • 
    • Mike Preston
    • February 19, 2004

49. ADP failure refunds

    By pmacduff, February 18, 2004
    • 4 replies
    • 2.9k views
    • 
    • pmacduff
    • February 19, 2004

50. ADP/ACP Prior Year Testing Method

    By fiona1, February 16, 2004
    • 14 replies
    • 7.2k views
    • 
    • §#$%!
    • February 19, 2004