401(k) Plans

19,413 topics in this forum

1. Distribution code on Form 1099-R

   By MarZDoates, January 14, 2004
   • 0 replies
   • 1.1k views
   • 
   • MarZDoates
   • January 14, 2004

2. ADP testing using W-2

   By Guest Hartnett123, January 13, 2004
   • 7 replies
   • 1.5k views
   • 
   • Guest
   • January 13, 2004

3. 415 Violation/Refunds

   By Guest padmin, January 13, 2004
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • January 13, 2004

4. Required Minimum Distribution for non onwer still working?

   By Guest Michael Anderson, January 12, 2004
   • 10 replies
   • 2.2k views
   • 
   • Guest
   • January 13, 2004

5. Prior year testing and top paid group election

   By dmb, January 13, 2004
   • 2 replies
   • 1.4k views
   • 
   • R. Butler
   • January 13, 2004

6. Automatic Enrollment in California

   By Gilmore, January 10, 2004
   • 2 replies
   • 1.3k views
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   • Gilmore
   • January 13, 2004

7. 401(k) Match Contribution Question

   By Guest tgraham, January 12, 2004
   • 3 replies
   • 1.3k views
   • 
   • Mike Preston
   • January 13, 2004

8. Distributed more than vested balance......

   By K-t-F, January 9, 2004
   • 8 replies
   • 1.5k views
   • 
   • K-t-F
   • January 12, 2004

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

   By Guest ROB VIDOVICH, January 8, 2004
   • 15 replies
   • 3.3k views
   • 
   • Guest
   • January 10, 2004

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

    By Guest Mike Schwing, January 9, 2004
    • 1 reply
    • 990 views
    • 
    • Blinky the 3-eyed Fish
    • January 9, 2004

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

    By Lori H, January 8, 2004
    • 10 replies
    • 2.8k views
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    • R. Butler
    • January 9, 2004

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

    By Guest KellyMusico, January 9, 2004
    • 2 replies
    • 1.3k views
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    • WDIK
    • January 9, 2004

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

    By jquazza, January 9, 2004
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • January 9, 2004

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

    By Guest SCUDDESLER, January 6, 2004
    • 3 replies
    • 2.7k views
    • 
    • KJohnson
    • January 9, 2004

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

    By Guest Achilles, January 8, 2004
    • 3 replies
    • 1.3k views
    • 
    • chris
    • January 8, 2004

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

    By Jed Macy, January 7, 2004
    • 9 replies
    • 2.3k views
    • 
    • WDIK
    • January 8, 2004

17. Termination of plan with "fuzzy" history

    By billfgrady, January 7, 2004
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • January 8, 2004

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

    By Guest jkrad, January 5, 2004
    • 12 replies
    • 2.6k views
    • 
    • Harwood
    • January 7, 2004

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

    By Lori H, January 7, 2004
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • January 7, 2004

20. Payroll withholdig rules for 401(k)

    By Guest Mike Schwing, January 7, 2004
    • 1 reply
    • 1.7k views
    • 
    • Harwood
    • January 7, 2004

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

    By Guest Dave Peckham, January 6, 2004
    • 4 replies
    • 2.9k views
    • 
    • TBob
    • January 6, 2004

22. 402(g) Limits

    By Guest todhen, January 6, 2004
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • January 6, 2004

23. 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, January 6, 2004
    • 5 replies
    • 1.2k views
    • 
    • R. Butler
    • January 6, 2004

24. review of plan documents by terminated employee

    By Guest cmusso, January 6, 2004
    • 1 reply
    • 1.1k views
    • 
    • FundeK
    • January 6, 2004

25. Disabled participant.. wants to take the $ before retirement age... Penalties waived?

    By K-t-F, January 5, 2004
    • 3 replies
    • 1.2k views
    • 
    • K-t-F
    • January 6, 2004

26. Deferral limits

    By pbarrett, January 5, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 6, 2004

27. Employer with multiple stores sold one store, employees 100% vested?

    By Guest Kriso, December 30, 2003
    • 3 replies
    • 1.3k views
    • 
    • RCK
    • January 5, 2004

28. Spousal consent on loan - going through a divorce.

    By Guest Achilles, January 5, 2004
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • January 5, 2004

29. Can you restate a MPPP into a 401kPSP?

    By Guest Lisa Karlin, December 22, 2003
    • 9 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • December 31, 2003

30. 401(k) Safe Harbor and the Year-end rush to adopt new plans for '03

    By Guest Hilarion, December 30, 2003
    • 11 replies
    • 1.5k views
    • 
    • Mike Preston
    • December 31, 2003

31. 5307 question

    By Guest PMiller, December 27, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • December 31, 2003

32. Income tax withholding rules for required minimum distributions - can participant opt out?

    By Guest yannib, December 30, 2003
    • 2 replies
    • 2.4k views
    • 
    • Appleby
    • December 31, 2003

33. Merger of two 401(k) plans; any special provisions for corporate resolution ?

    By Guest tintree73, December 30, 2003
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • December 31, 2003

34. ADP testing question

    By billfgrady, December 24, 2003
    • 3 replies
    • 1.4k views
    • 
    • Tom Poje
    • December 31, 2003

35. Entry date of July 1 and 3% safe harbor

    By Guest rffahey, December 30, 2003
    • 6 replies
    • 3k views
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    • Mike Preston
    • December 30, 2003

36. Trust EIN... yes or no

    By K-t-F, December 30, 2003
    • 3 replies
    • 2.1k views
    • 
    • pmacduff
    • December 30, 2003

37. 402g refunds?

    By Guest KD40, December 26, 2003
    • 4 replies
    • 6.3k views
    • 
    • mbozek
    • December 29, 2003

38. Allocation Conditions on a Multiple Employer Plan

    By austin3515, December 28, 2003
    • 0 replies
    • 1.2k views
    • 
    • austin3515
    • December 28, 2003

39. Participant dies, designates 2 beneficiaries (70% to one and 30% to one), 30% Beneficiary is also deceased.

    By FundeK, December 24, 2003
    • 1 reply
    • 1.1k views
    • 
    • jevd
    • December 24, 2003

40. Safe Harbor-- terminated employees

    By abanky, December 24, 2003
    • 1 reply
    • 5.2k views
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    • Mike Preston
    • December 24, 2003

41. Crediting Service with Prior Employer

    By Lori Foresz, December 23, 2003
    • 2 replies
    • 1.4k views
    • 
    • Lori Foresz
    • December 23, 2003

42. Late-year amendment to add 401(k) a BRF problem?

    By Guest Hilarion, December 22, 2003
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • December 23, 2003

43. Short Plan Year?

    By Guest chris4013, December 23, 2003
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • December 23, 2003

44. Contribution deadline...

    By K-t-F, December 17, 2003
    • 16 replies
    • 8k views
    • 
    • mbozek
    • December 23, 2003

45. Employer terminating profit sharing plan. Adopting Safe Harbor 401(k)

    By MarZDoates, December 22, 2003
    • 9 replies
    • 1.9k views
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    • Mike Preston
    • December 23, 2003

46. H1b1 - Resident or Nonresident alien

    By k man, December 22, 2003
    • 1 reply
    • 2.3k views
    • 
    • Harwood
    • December 22, 2003

47. Catch-up Contributions; payroll vendor caps the participant at the 402(g) limit first and then in the NEXT payroll cycle will begin catch-up contributions

    By DTH, December 10, 2003
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • December 19, 2003

48. First RMD for 4/2003 retiree, age 77; does 2004 distribution include 2003 income?

    By Guest Powers, December 19, 2003
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • December 19, 2003

49. Sample Spanish SOX Notice

    By Guest sweaterhead, December 19, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • December 19, 2003

50. Spinoff from a Controlled Group

    By Archimage, December 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • December 19, 2003