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401(k) Plans

19,389 topics in this forum

  1. Expenses paid from plan

    By Guest KeithinClev,
    • 3 replies
    • 1.3k views

  2. Just Doesn't smell right!

    By TBob,
    • 6 replies
    • 1.4k views

  3. Top-paid group elections

    By Guest NiceGuyMike,
    • 5 replies
    • 3k views
    • Guest
    • Guest

  4. Redemption fees for 401(k) plans similar to retail fees

    By Guest murad_s_shah,
    • 6 replies
    • 1.3k views
    • Guest
    • Guest

  5. Self employeed net income

    By Guest Ed Walker,
    • 1 reply
    • 982 views

  6. QNEC to correct ADP test - Relius

    By pmacduff,
    • 1 reply
    • 1.3k views

  7. 401K union plan paying expenses.

    By Guest jhilliard,
    • 1 reply
    • 1.1k views
    • RCK
    • RCK

  8. "Individual" 401(k) Plans

    By Guest Fred Fenster,
    • 1 reply
    • 1.1k views

  9. Compliance Testing/Elective Deferral Accumulators

    By Guest TouchofGrey,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  10. Discrimination Tests & HCE definitions

    By pmacduff,
    • 9 replies
    • 2.6k views
    • Guest
    • Guest

  11. 2004 Annual Addition

    By Lame Duck,
    • 2 replies
    • 1.2k views
    • Guest
    • Guest

  12. Redemption Fees - Taxable Amount?

    By Guest jvajj,
    • 2 replies
    • 1.5k views

  13. Treatment of Employee for testing purposes while on leave of absence

    By Guest Joanne Davey,
    • 3 replies
    • 2k views
    • Guest
    • Guest

  14. Plan amendments after end of year

    By Guest Gordy,
    • 3 replies
    • 1.5k views

  15. Safe Harbor Effective Date/ Eligibility Issue

    By chris,
    • 0 replies
    • 1k views

  16. Amend for Safe Harbor Non-elective

    By Guest MEWilson,
    • 8 replies
    • 1.3k views
    • Guest
    • Guest

  17. "Iffy" correction method used

    By Guest yukon,
    • 3 replies
    • 1.3k views

  18. Is the effective date on the enrollment form a big deal? What about the amount to be deferred?

    By Guest DIGMYDOG,
    • 4 replies
    • 1.3k views

  19. Life Insurance in Qualified Plan

    By MBCarey,
    • 4 replies
    • 1.8k views

  20. Safe harbor 401(k) issue

    By chris,
    • 2 replies
    • 1.2k views

  21. Can total allocations actually exceed comp. for over 50's?

    By R. Butler,
    • 4 replies
    • 1.2k views

  22. Catch-up Election form

    By alexa,
    • 1 reply
    • 1.8k views

  23. Definition of Compensation

    By Guest DLearning,
    • 5 replies
    • 1.4k views
    • Guest
    • Guest

  24. MPP Merger and Final 5500

    By Guest goaliemom,
    • 5 replies
    • 1.7k views

  25. Access to Safe Harbor money

    By Guest Hartnett123,
    • 9 replies
    • 2k views

  26. Plan Data Survey

    By Guest jhilliard,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  27. Distribution code on Form 1099-R

    By MarZDoates,
    • 0 replies
    • 1.1k views

  28. ADP testing using W-2

    By Guest Hartnett123,
    • 7 replies
    • 1.4k views
    • Guest
    • Guest

  29. 415 Violation/Refunds

    By Guest padmin,
    • 0 replies
    • 1.4k views
    • Guest
    • Guest

  30. Required Minimum Distribution for non onwer still working?

    By Guest Michael Anderson,
    • 10 replies
    • 2.2k views
    • Guest
    • Guest

  31. Prior year testing and top paid group election

    By dmb,
    • 2 replies
    • 1.3k views

  32. Automatic Enrollment in California

    By Gilmore,
    • 2 replies
    • 1.3k views

  33. 401(k) Match Contribution Question

    By Guest tgraham,
    • 3 replies
    • 1.2k views

  34. Distributed more than vested balance......

    By K-t-F,
    • 8 replies
    • 1.5k views

  35. HOW TO CORRECT EMPLOYEE DEFERRALS IN EXCESS OF PLAN LIMIT

    By Guest ROB VIDOVICH,
    • 15 replies
    • 3.3k views
    • Guest
    • Guest

  36. Timing on amending "Prior" to "Current"

    By Guest Mike Schwing,
    • 1 reply
    • 984 views

  37. cont. to eligible key employee who worked less than 500 hours in top heavy plan

    By Lori H,
    • 10 replies
    • 2.8k views

  38. Plan Audit on a 401(k) Plan that drops below 80 participants

    By Guest KellyMusico,
    • 2 replies
    • 1.3k views

  39. Top Heavy minimum contribution for aggregated plans with different plan years.

    By jquazza,
    • 1 reply
    • 1.1k views

  40. Reimbursement of Plan Sponsor by Plan for certain Plan Expenses

    By Guest SCUDDESLER,
    • 3 replies
    • 2.7k views

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

    By Guest Achilles,
    • 3 replies
    • 1.2k views

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

    By Jed Macy,
    • 9 replies
    • 2.2k views

  43. Termination of plan with "fuzzy" history

    By billfgrady,
    • 5 replies
    • 1.6k views
    • Guest
    • Guest

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

    By Guest jkrad,
    • 12 replies
    • 2.5k views

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

    By Lori H,
    • 1 reply
    • 1.1k views

  46. Payroll withholdig rules for 401(k)

    By Guest Mike Schwing,
    • 1 reply
    • 1.6k views

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

    By Guest Dave Peckham,
    • 4 replies
    • 2.9k views

  48. 402(g) Limits

    By Guest todhen,
    • 3 replies
    • 1.9k views

  49. 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,
    • 5 replies
    • 1.2k views

  50. review of plan documents by terminated employee

    By Guest cmusso,
    • 1 reply
    • 1k views
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