401(k) Plans

19,413 topics in this forum

1. Top-paid group determination and acquisitions

   By Guest NiceGuyMike, February 9, 2004
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • February 9, 2004

2. Loan Repayments while laid off?

   By Guest Michael Anderson, February 9, 2004
   • 5 replies
   • 2.6k views
   • 
   • Kirk Maldonado
   • February 9, 2004

3. combining ADP/ACP to pass test

   By KoolLady4, February 9, 2004
   • 2 replies
   • 1.5k views
   • 
   • KoolLady4
   • February 9, 2004

4. Defined Contribution Plan w/Discretionary Match chose prior year ratio for ADP & ACP testing. Plan did not give a match in the prior year.

   By Guest jkschup, February 9, 2004
   • 1 reply
   • 1.2k views
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   • WDIK
   • February 9, 2004

5. Changed accrual requirements at the end of the year

   By Guest elirpa, February 5, 2004
   • 7 replies
   • 3.8k views
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   • Guest
   • February 9, 2004

6. Distribution of post-'86 after-tax contributions

   By Guest Everitt, February 7, 2004
   • 0 replies
   • 7.6k views
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   • Guest
   • February 7, 2004

7. Deemed loan or loan offset?

   By FundeK, February 6, 2004
   • 4 replies
   • 5.2k views
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   • Appleby
   • February 6, 2004

8. Borrowing from ADP to ACP

   By jaemmons, February 4, 2004
   • 6 replies
   • 3.8k views
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   • R. Butler
   • February 6, 2004

9. 1099'S - PS 58 Cost and regular distributions

   By Guest Achilles, February 6, 2004
   • 1 reply
   • 1.8k views
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   • goldtpa
   • February 6, 2004

10. Amendment to pass 410(b)

    By jquazza, February 3, 2004
    • 5 replies
    • 1.7k views
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    • jquazza
    • February 6, 2004

11. Failed to make contributions

    By Guest Ed Walker, February 5, 2004
    • 11 replies
    • 2.3k views
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    • Guest
    • February 6, 2004

12. 401(m) Coverage

    By Gilmore, February 5, 2004
    • 4 replies
    • 1.3k views
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    • Gilmore
    • February 5, 2004

13. orphan plan question

    By k man, February 4, 2004
    • 10 replies
    • 2.2k views
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    • chris
    • February 5, 2004

14. Can a match exceed 100%?

    By Guest jaatirs, February 5, 2004
    • 2 replies
    • 1.5k views
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    • Guest
    • February 5, 2004

15. Are there ANY circumstances when a participant may cash out or rollover their 401k monies if they are not terminated, disabled or have passed away?

    By Guest Michael Anderson, February 5, 2004
    • 9 replies
    • 1.5k views
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    • Brian Gallagher
    • February 5, 2004

16. Safe Harbor 3% Non-elective with Match

    By Guest PensionHelpers, January 13, 2004
    • 7 replies
    • 1.8k views
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    • chris
    • February 5, 2004

17. amount of time ...

    By Guest hardluckkid, February 4, 2004
    • 3 replies
    • 1.2k views
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    • mbozek
    • February 5, 2004

18. Is a partner's plan compensation for a 401(k) computed without regard to deferrals or is it net of deferrals?

    By Guest mjn, February 3, 2004
    • 5 replies
    • 1.7k views
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    • Mike Preston
    • February 4, 2004

19. Vesting and USERRA

    By Brian Gallagher, February 4, 2004
    • 4 replies
    • 2.3k views
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    • QDROphile
    • February 4, 2004

20. Balance of Plan Account Required with 402(f) Notice

    By billfgrady, February 4, 2004
    • 0 replies
    • 989 views
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    • billfgrady
    • February 4, 2004

21. Withdrawing $ to keep under $100k in solo plan....

    By K-t-F, February 3, 2004
    • 11 replies
    • 1.6k views
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    • jevd
    • February 4, 2004

22. Match forfeitures

    By Guest lindamichals, February 3, 2004
    • 4 replies
    • 1.2k views
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    • Brian Gallagher
    • February 4, 2004

23. Puerto Rico Deferral Limit

    By Guest CRC02, December 15, 2003
    • 4 replies
    • 1.5k views
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    • FundeK
    • February 4, 2004

24. Exceeding Plan Deferral Limit

    By Guest philc, January 30, 2004
    • 4 replies
    • 1.7k views
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    • Guest
    • February 4, 2004

25. Incorrect 1099-R?

    By Guest crazyadmin, January 31, 2004
    • 1 reply
    • 2.1k views
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    • Guest
    • February 3, 2004

26. Amount of Excise Tax from failure of ADP test

    By Brian Gallagher, February 3, 2004
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • February 3, 2004

27. No more cross-testing, permitted disparity or top-heavy in D.C. Plans 1 2

    By KJohnson, January 31, 2003
    • 78 replies
    • 18.2k views
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    • jquazza
    • February 3, 2004

28. Service Member's Civil Relief Act of 2003 - Notice to Creditor Before 6% Interest Cap

    By Guest rocnrols2, February 2, 2004
    • 1 reply
    • 1.5k views
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    • Belgarath
    • February 3, 2004

29. Excess Contribution to Small Business (single owner) 401(k) Plan

    By Guest neilcap, January 30, 2004
    • 4 replies
    • 1.4k views
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    • Mike Preston
    • February 3, 2004

30. Safe Harbor 401(k) and Top Heavy

    By Guest InfoSeeker, February 2, 2004
    • 3 replies
    • 1.1k views
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    • Guest
    • February 2, 2004

31. 415 Comp vs. Comp used to determine contribution

    By Guest Hartnett123, February 2, 2004
    • 6 replies
    • 2.4k views
    • 
    • jaemmons
    • February 2, 2004

32. Excess contribution and forfeited match

    By Sully, January 30, 2004
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 2, 2004

33. Safe Harbor & Topheavy

    By wmyer, January 29, 2004
    • 3 replies
    • 1.4k views
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    • Guest
    • February 2, 2004

34. Corporate taxes in relation to 401(k) contribution matching

    By Guest bwhitaker, January 28, 2004
    • 2 replies
    • 1.4k views
    • 
    • Kirk Maldonado
    • January 31, 2004

35. Switching from safe harbor to non-safe harbor in prospective plan year...

    By jaemmons, January 30, 2004
    • 1 reply
    • 1.2k views
    • 
    • Archimage
    • January 30, 2004

36. "wrong" safe harbor notice

    By PensionNewbee, January 30, 2004
    • 3 replies
    • 1.5k views
    • 
    • Archimage
    • January 30, 2004

37. reporting excess annual additions

    By Guest agordon, January 30, 2004
    • 2 replies
    • 2.6k views
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    • Harwood
    • January 30, 2004

38. Excess Annual Additions and ADP/ACP Test

    By Guest ArrowMatt, January 24, 2004
    • 4 replies
    • 2.7k views
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    • Guest
    • January 29, 2004

39. S-corp. pass thru income & dividends

    By R. Butler, January 28, 2004
    • 5 replies
    • 2.6k views
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    • R. Butler
    • January 29, 2004

40. Reduced compensation

    By Guest cynthiar, January 29, 2004
    • 3 replies
    • 1.2k views
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    • Guest
    • January 29, 2004

41. Prior Year Method and adding a new Match Contribution

    By Guest andmik, January 28, 2004
    • 5 replies
    • 1.7k views
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    • g8r
    • January 29, 2004

42. Can a safe-harbor plan that matches on a payroll basis match on deferrals on compensation in excess of the comp. limit?

    By JDuns, January 21, 2004
    • 5 replies
    • 2.7k views
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    • QDROphile
    • January 29, 2004

43. Is a non employee owner an HCE?

    By Guest richez, January 27, 2004
    • 3 replies
    • 1.4k views
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    • Guest
    • January 29, 2004

44. Catch Up in Top Heavy 401(k) PS plan

    By MBCarey, January 27, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 28, 2004

45. Controlled Group / Coverage Question

    By fiona1, January 28, 2004
    • 2 replies
    • 1k views
    • 
    • fiona1
    • January 28, 2004

46. What would you do?

    By FundeK, January 27, 2004
    • 7 replies
    • 1.7k views
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    • QDROphile
    • January 28, 2004

47. Is there such a thing . . .

    By Guest tintree73, January 27, 2004
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • January 28, 2004

48. Are catch up contributions included in the 415 test? NM

    By fiona1, January 28, 2004
    • 1 reply
    • 1.2k views
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    • FundeK
    • January 28, 2004

49. Corrective distributions

    By Belgarath, January 27, 2004
    • 6 replies
    • 2.4k views
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    • mbozek
    • January 27, 2004

50. Section 414 compensation

    By Guest jkrad, January 27, 2004
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • January 27, 2004