401(k) Plans

19,451 topics in this forum

1. orphan plan question

   By k man, February 4, 2004
   • 10 replies
   • 2.3k views
   • 
   • chris
   • February 5, 2004

2. Can a match exceed 100%?

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

3. 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
   • 
   • Brian Gallagher
   • February 5, 2004

4. Safe Harbor 3% Non-elective with Match

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

5. amount of time ...

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

6. 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
   • 
   • Mike Preston
   • February 4, 2004

7. Vesting and USERRA

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

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

   By billfgrady, February 4, 2004
   • 0 replies
   • 1k views
   • 
   • billfgrady
   • February 4, 2004

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

   By K-t-F, February 3, 2004
   • 11 replies
   • 1.7k views
   • 
   • jevd
   • February 4, 2004

10. Match forfeitures

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

11. Puerto Rico Deferral Limit

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

12. Exceeding Plan Deferral Limit

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

13. Incorrect 1099-R?

    By Guest crazyadmin, January 31, 2004
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • February 3, 2004

14. Amount of Excise Tax from failure of ADP test

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

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

    By KJohnson, January 31, 2003
    • 78 replies
    • 18.5k views
    • 
    • jquazza
    • February 3, 2004

16. 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
    • 
    • Belgarath
    • February 3, 2004

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

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

18. Safe Harbor 401(k) and Top Heavy

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

19. 415 Comp vs. Comp used to determine contribution

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

20. Excess contribution and forfeited match

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

21. Safe Harbor & Topheavy

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

22. 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

23. 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

24. "wrong" safe harbor notice

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

25. reporting excess annual additions

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

26. Excess Annual Additions and ADP/ACP Test

    By Guest ArrowMatt, January 24, 2004
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • January 29, 2004

27. S-corp. pass thru income & dividends

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

28. Reduced compensation

    By Guest cynthiar, January 29, 2004
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 29, 2004

29. Prior Year Method and adding a new Match Contribution

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

30. 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
    • 2.8k views
    • 
    • QDROphile
    • January 29, 2004

31. Is a non employee owner an HCE?

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

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

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

33. Controlled Group / Coverage Question

    By fiona1, January 28, 2004
    • 2 replies
    • 1.1k views
    • 
    • fiona1
    • January 28, 2004

34. What would you do?

    By FundeK, January 27, 2004
    • 7 replies
    • 1.8k views
    • 
    • QDROphile
    • January 28, 2004

35. Is there such a thing . . .

    By Guest tintree73, January 27, 2004
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • January 28, 2004

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

    By fiona1, January 28, 2004
    • 1 reply
    • 1.3k views
    • 
    • FundeK
    • January 28, 2004

37. Corrective distributions

    By Belgarath, January 27, 2004
    • 6 replies
    • 2.5k views
    • 
    • mbozek
    • January 27, 2004

38. Section 414 compensation

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

39. Another Top Paid Group question

    By FJR, January 27, 2004
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • January 27, 2004

40. Financial Advice - who can be billed for this service?

    By Guest jhilliard, January 14, 2004
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • January 26, 2004

41. Eligibility for Safe Harbor 401(k) Plans

    By MBCarey, January 23, 2004
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • January 26, 2004

42. Hardships for terminated people

    By Brian Gallagher, January 23, 2004
    • 5 replies
    • 2.4k views
    • 
    • mbozek
    • January 24, 2004

43. prior year ACP testing when zero match in prior year

    By Guest DIGMYDOG, November 25, 2003
    • 13 replies
    • 3.7k views
    • 
    • Brian Gallagher
    • January 23, 2004

44. SAFE HARBOR 401K VS. 401K

    By Guest LSULLIVAN, January 23, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • January 23, 2004

45. ADP Test Correction

    By imchipbrown, January 22, 2004
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • January 23, 2004

46. Help calculating contributions for LLC members

    By Guest schmpat, January 22, 2004
    • 3 replies
    • 1.6k views
    • 
    • Mike Preston
    • January 23, 2004

47. Is it still a safe harbor plan if the employer hasn't deposited the contribution?

    By Guest Boilerburm, January 22, 2004
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • January 22, 2004

48. SAFE HARBOR not a top-heavy plan

    By PensionNewbee, January 21, 2004
    • 9 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • January 22, 2004

49. Tax Credit for expenses

    By FJR, January 22, 2004
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • January 22, 2004

50. Statutory Plan Entry

    By Gilmore, January 20, 2004
    • 2 replies
    • 1.3k views
    • 
    • Gilmore
    • January 21, 2004