401(k) Plans

19,526 topics in this forum

1. safe harbor 401(k)

   By k man, March 3, 2004
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • March 4, 2004

2. Safe harbor true-up

   By Guest JBeck, March 4, 2004
   • 2 replies
   • 2k views
   • 
   • Blinky the 3-eyed Fish
   • March 4, 2004

3. Controlled group - Testing by separate divisions...

   By jaemmons, March 4, 2004
   • 2 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • March 4, 2004

4. 404c / Fiduciary liability if initial enrollment investment choices are limited to pre-allocated portfolios

   By Guest kpneward, March 4, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • March 4, 2004

5. Maximum Contribution for fiscal plans ending in 2004

   By KoolLady4, March 3, 2004
   • 5 replies
   • 1.5k views
   • 
   • Guest
   • March 4, 2004

6. 401(k) Availability for State and Local Governments

   By Guest Joel Lee, March 3, 2004
   • 3 replies
   • 1.4k views
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   • mbozek
   • March 4, 2004

7. Retroactive S Corp Election by LLC (abridged)

   By austin3515, March 2, 2004
   • 2 replies
   • 2.3k views
   • 
   • austin3515
   • March 3, 2004

8. qualifications for employers.....

   By Guest SprinklerGuy, March 3, 2004
   • 7 replies
   • 1.7k views
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   • Mike Preston
   • March 3, 2004

9. QNEC & Profit Sharing contributions

   By Guest jim williams, March 3, 2004
   • 3 replies
   • 3.7k views
   • 
   • jquazza
   • March 3, 2004

10. Amending eligibility to a longer wait in a 401(k) Plan

    By Guest TracyAndrews, March 1, 2004
    • 13 replies
    • 4.4k views
    • 
    • Blinky the 3-eyed Fish
    • March 3, 2004

11. 401k plan used as collaterial

    By Guest Blaser, March 2, 2004
    • 6 replies
    • 2.3k views
    • 
    • mbozek
    • March 3, 2004

12. ADP failure refunds

    By Guest sritts, March 3, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 3, 2004

13. Revisiting the definition of compensation for 3% safe harbor

    By jkharvey, March 2, 2004
    • 0 replies
    • 1.1k views
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    • jkharvey
    • March 2, 2004

14. Multiple Employer Plan Liability

    By Guest Shaf, February 23, 2004
    • 12 replies
    • 2.3k views
    • 
    • Guest
    • March 2, 2004

15. 1099R Code for in-kind distribution of annuity contract from qualified plan?

    By Guest CTBenefitsLaw, March 2, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 2, 2004

16. Age Requirement

    By Jilliandiz, March 2, 2004
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • March 2, 2004

17. SH Non-elective AND PS written into Document- use part of PS to fund SH?

    By TPAVP, March 1, 2004
    • 6 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • March 2, 2004

18. Retroactive Entry on a 401(k) Plan.

    By jquazza, March 1, 2004
    • 3 replies
    • 1.7k views
    • 
    • WDIK
    • March 2, 2004

19. can employer terminate and sponsor another plan within 12 month period?

    By k man, March 2, 2004
    • 3 replies
    • 2k views
    • 
    • k man
    • March 2, 2004

20. ADP Question

    By billfgrady, March 2, 2004
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 2, 2004

21. not a "real" retirement, but completed distribution anyway

    By Jim Chad, March 2, 2004
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 2, 2004

22. New Proposed DOL rule on involuntary cashouts

    By Brian Gallagher, March 2, 2004
    • 2 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • March 2, 2004

23. Safe Harbor Conversion

    By Dougsbpc, March 1, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • March 2, 2004

24. Safe Harbor Match and 401(a)4 testing

    By Guest hog4you2, March 1, 2004
    • 4 replies
    • 2.5k views
    • 
    • Archimage
    • March 2, 2004

25. Failed ADP Test

    By goldtpa, March 1, 2004
    • 1 reply
    • 2.2k views
    • 
    • jquazza
    • March 1, 2004

26. contribution in error

    By wsp, February 28, 2004
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 1, 2004

27. 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

28. Document and records retention under ERISA

    By Brian Gallagher, March 1, 2004
    • 1 reply
    • 2.5k views
    • 
    • Harwood
    • March 1, 2004

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

    By austin3515, March 1, 2004
    • 0 replies
    • 1.5k views
    • 
    • austin3515
    • March 1, 2004

30. shifting and catch up contributions

    By Tom Poje, March 1, 2004
    • 2 replies
    • 1.4k views
    • 
    • Tom Poje
    • March 1, 2004

31. Calculating earnings on ADP refunds

    By Guest cohenron, February 29, 2004
    • 4 replies
    • 5.2k views
    • 
    • Harwood
    • March 1, 2004

32. Changing ADP testing methods from current to prior year

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

33. Election Not To Participate

    By Guest Mbrockway, February 27, 2004
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • February 27, 2004

34. QNEC satisfying ADP Test - What about coverage?

    By Guest Mbrockway, February 26, 2004
    • 6 replies
    • 3.4k views
    • 
    • Tom Poje
    • February 27, 2004

35. 1099's and ADP excesses

    By Brian Gallagher, February 27, 2004
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 27, 2004

36. Waiver of Bonding Requirement

    By Guest mcw, February 27, 2004
    • 2 replies
    • 1.3k views
    • 
    • WDIK
    • February 27, 2004

37. RMD amendments

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

38. Match Vesting Schedule

    By Guest jim williams, February 25, 2004
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • February 27, 2004

39. Safe harbor match

    By pbarrett, February 27, 2004
    • 2 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • February 27, 2004

40. PEO's and the Tax Savers Credit

    By Guest Mbrockway, February 5, 2004
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 26, 2004

41. Affiliated Service Group and 401(k) testing

    By Guest philc, February 25, 2004
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • February 26, 2004

42. Another Safe Harbor/Top Heavy Question

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

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

    By sdix401k, February 24, 2004
    • 11 replies
    • 3.5k views
    • 
    • E as in ERISA
    • February 26, 2004

44. 3 month eligibility question

    By Brian Gallagher, February 26, 2004
    • 3 replies
    • 1.9k views
    • 
    • E as in ERISA
    • February 26, 2004

45. Taxes on interest of 401k loan

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

46. Safe Harbor and top heavy

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

47. Catch up example - please help me understand

    By Guest cease, February 20, 2004
    • 15 replies
    • 2.7k views
    • 
    • Mike Preston
    • February 26, 2004

48. 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

49. Testing for multiple controlled groups

    By Guest Jeff Underwood, February 25, 2004
    • 5 replies
    • 1.6k views
    • 
    • Mike Preston
    • February 26, 2004

50. Excess Contribution Reporting

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