401(k) Plans

19,275 topics in this forum

1. HCE determination for highly paid employee of new plan added to a control group

   By Guest crosseyedtester, November 13, 2003
   • 3 replies
   • 2k views
   • 
   • Alf
   • November 19, 2003

2. catch up contribution question

   By fiona1, November 13, 2003
   • 5 replies
   • 1.8k views
   • 
   • rcline46
   • November 14, 2003

3. 401(k) plan for LLC

   By bzorc, November 13, 2003
   • 4 replies
   • 1.4k views
   • 
   • chris
   • November 16, 2003

4. Vesting Rights for Employee on Military Leave

   By Guest Mike Schwing, November 13, 2003
   • 1 reply
   • 1.2k views
   • 
   • ccassetty
   • November 13, 2003

5. Standardized transmittal letter for ADP/ACP distributions?

   By Guest RONNIE WASEL, November 13, 2003
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • November 14, 2003

6. Which taxable year?

   By Guest RONNIE WASEL, November 13, 2003
   • 3 replies
   • 1.2k views
   • 
   • Mike Preston
   • November 13, 2003

7. Early Participation Rule

   By Guest Ashley, November 12, 2003
   • 3 replies
   • 1.8k views
   • 
   • Mike Preston
   • November 13, 2003

8. Comp limit used for deferral contributions

   By Guest 2341mid, November 12, 2003
   • 7 replies
   • 1.3k views
   • 
   • david rigby
   • November 13, 2003

9. Is 3% Safe Harbor contribution required if no deferrals?

   By jkharvey, November 12, 2003
   • 3 replies
   • 1.5k views
   • 
   • Earl
   • November 13, 2003

10. Determining who is an HCE...

    By Guest RONNIE WASEL, November 12, 2003
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • November 12, 2003

11. Timely Deferral Deposits

    By austin3515, November 12, 2003
    • 4 replies
    • 1.1k views
    • 
    • austin3515
    • November 12, 2003

12. RMD-Model Amendment

    By Guest OHH, November 11, 2003
    • 0 replies
    • 997 views
    • 
    • Guest
    • November 11, 2003

13. Safe Harbor Stacked Match

    By Gilmore, November 11, 2003
    • 0 replies
    • 1.7k views
    • 
    • Gilmore
    • November 11, 2003

14. How much notice must be given to plan participants when changing match or profit sharing allocation?

    By Guest jhilliard, November 11, 2003
    • 2 replies
    • 1.1k views
    • 
    • WDIK
    • November 11, 2003

15. Former Participants Rehired

    By DP, November 11, 2003
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • November 11, 2003

16. First year comp for ADP testing

    By dmb, November 11, 2003
    • 2 replies
    • 1.2k views
    • 
    • dmb
    • November 11, 2003

17. Hardship distributions for union employees

    By Stevo-PDX, November 11, 2003
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • November 11, 2003

18. Trust Deed

    By Lori Foresz, November 10, 2003
    • 0 replies
    • 1k views
    • 
    • Lori Foresz
    • November 10, 2003

19. Can anyone direct me to a sample copy of a Safe Harbor Notice?

    By Guest Michael Anderson, November 10, 2003
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • November 10, 2003

20. Safe Harbor PlanTwo-Year Wait?

    By ljr, November 10, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 10, 2003

21. Is an annual 401k Safe Harbor Notice required?

    By four01kman, November 10, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • November 10, 2003

22. Catch Up Regs - Cash Availablity Limit Exception to UA Requirement

    By Alf, November 7, 2003
    • 6 replies
    • 1.8k views
    • 
    • QDROphile
    • November 12, 2003

23. Ever heard of "life-time catch-ups" or "Special Election A"

    By doombuggy, November 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • doombuggy
    • November 11, 2003

24. SAS70 Question

    By bzorc, November 7, 2003
    • 2 replies
    • 1.5k views
    • 
    • bzorc
    • November 10, 2003

25. Starting a 401(k) for a doctor with 2 different corporate entities

    By Guest pmetallic, November 7, 2003
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • November 7, 2003

26. Safe Harbor Plan vs. Safe Harbor Match

    By Guest baconmouse, November 7, 2003
    • 6 replies
    • 2k views
    • 
    • Alf
    • November 12, 2003

27. Age 50-plus catch-up contribution question

    By Guest Kola, November 6, 2003
    • 4 replies
    • 2.5k views
    • 
    • Mike Preston
    • November 9, 2003

28. Testing failure of terminated HCE...

    By Guest RONNIE WASEL, November 6, 2003
    • 2 replies
    • 1.5k views
    • 
    • ccassetty
    • November 7, 2003

29. Loans -- Leave of Absence

    By Archimage, November 6, 2003
    • 7 replies
    • 4k views
    • 
    • Archimage
    • November 6, 2003

30. Safe Harbor rides again

    By pmacduff, November 5, 2003
    • 2 replies
    • 1.2k views
    • 
    • pmacduff
    • November 5, 2003

31. Deduction Limit & Floor/offset arrangements

    By Guest Ddalk, November 5, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • November 5, 2003

32. Safe Harbor Plan and Short Plan Year

    By Guest AndyL, November 4, 2003
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • November 6, 2003

33. Different Conributions Based on Marital Status

    By Guest MDG, November 4, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • November 10, 2003

34. Hospital based physicians/affiliated service group

    By Guest mcw, November 4, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 5, 2003

35. What's the solution when it's discovered that the amount deducted for 2002 exceeded the HCE's deferral amount?

    By katieinny, November 4, 2003
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • November 7, 2003

36. Testing issues-President of Co, but not employee - Controlled group of corps

    By Guest cosmo01, November 4, 2003
    • 7 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • November 5, 2003

37. Plan Loan for Personal Residence--Loan Proceeds Stolen

    By Guest NPWA, November 4, 2003
    • 3 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • November 5, 2003

38. What's up with the IRS and their apparent 180 on Safe Harbor plans?

    By Brenda Wren, November 3, 2003
    • 9 replies
    • 1.8k views
    • 
    • KJohnson
    • November 5, 2003

39. change in vesting method

    By Guest EDSAADE, November 3, 2003
    • 6 replies
    • 1.6k views
    • 
    • Brian Gallagher
    • November 4, 2003

40. Participation by Foreign Nationals

    By Guest Bahrman, October 31, 2003
    • 4 replies
    • 7.3k views
    • 
    • IRC401
    • November 5, 2003

41. Year End Amendments

    By Guest Bud, October 31, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • October 31, 2003

42. Pre-programming deferral rate increases. Anyone know of a provider or plan doing it?

    By Guest btooz, October 31, 2003
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • November 6, 2003

43. Do Pre-Bankruptcy 401(k) Deferrals Have to be Returned?

    By Alf, October 31, 2003
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • October 31, 2003

44. contributions

    By Guest selftaught, October 30, 2003
    • 2 replies
    • 1.1k views
    • 
    • QDROphile
    • October 31, 2003

45. Hardship Withdrawals makes plan Top Heavy

    By Guest willwork4shoes, October 30, 2003
    • 2 replies
    • 1.1k views
    • 
    • Mike Preston
    • October 30, 2003

46. One to One QNEC question relating to bargaining/nonbargaining

    By fiona1, October 30, 2003
    • 1 reply
    • 1k views
    • 
    • KJohnson
    • October 30, 2003

47. Safe Harbor addoption dates

    By Guest carsonv, October 30, 2003
    • 1 reply
    • 958 views
    • 
    • chris
    • October 30, 2003

48. Record Retention

    By Guest Mike Schwing, October 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • October 31, 2003

49. Service question

    By Guest qualified plan, October 29, 2003
    • 10 replies
    • 1.8k views
    • 
    • R. Butler
    • October 31, 2003

50. Fidleity Bonding in a Multiple Employer Plan

    By austin3515, October 29, 2003
    • 0 replies
    • 1.3k views
    • 
    • austin3515
    • October 29, 2003