401(k) Plans

19,275 topics in this forum

1. Deduction Limit & Floor/offset arrangements

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

2. Bermuda plan administered in US?

   By Guest jhilliard, October 24, 2003
   • 7 replies
   • 2.6k views
   • 
   • Guest
   • November 5, 2003

3. Participation by Foreign Nationals

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

4. change in vesting method

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

5. Year End Amendments

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

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

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

7. Top Heavy Test Question

   By Guest richez, October 29, 2003
   • 5 replies
   • 1.6k views
   • 
   • stephen
   • October 31, 2003

8. Service question

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

9. contributions

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

10. Record Retention

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

11. Hardship Withdrawals makes plan Top Heavy

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

12. Prohibited Transaction

    By Guest padmin, October 28, 2003
    • 12 replies
    • 2.1k views
    • 
    • KJohnson
    • October 30, 2003

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

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

14. Can a V.P./plan participant receive commissions off his own plan?

    By Guest crgravitt, October 29, 2003
    • 3 replies
    • 1.3k views
    • 
    • MWeddell
    • October 30, 2003

15. Safe Harbor addoption dates

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

16. PRE-ERISA LIMITATIONS ON SALARY DEFERRALS

    By Guest JennaJones, October 29, 2003
    • 9 replies
    • 1.6k views
    • 
    • TCWalker
    • October 30, 2003

17. Fidleity Bonding in a Multiple Employer Plan

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

18. wrong interest rate for participant loans.

    By wsp, October 29, 2003
    • 2 replies
    • 1.8k views
    • 
    • mbozek
    • October 29, 2003

19. MRD calculation date

    By Brian Gallagher, October 29, 2003
    • 1 reply
    • 1.4k views
    • 
    • Harwood
    • October 29, 2003

20. Employer Current Trends

    By Guest Candy Donegan, October 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • Brian Gallagher
    • October 29, 2003

21. Can a participant's benefit in an ESOP be diversified into his/her profit sharing plan of same employer?

    By Guest jhilliard, October 27, 2003
    • 2 replies
    • 1k views
    • 
    • stephen
    • October 28, 2003

22. One big plan with many divisions now has to have one of the divisions separated into its own plan. Need help.

    By Guest DIGMYDOG, October 22, 2003
    • 2 replies
    • 1.3k views
    • 
    • MWeddell
    • October 28, 2003

23. PEO and controlled group Issue(s)?

    By Guest tintree73, October 17, 2003
    • 6 replies
    • 3.3k views
    • 
    • Guest
    • October 27, 2003

24. Okay to start up a new 401(k) now?

    By katieinny, October 27, 2003
    • 4 replies
    • 1.3k views
    • 
    • Appleby
    • October 27, 2003

25. MRD's--spousal consent and hangers on

    By Brian Gallagher, October 27, 2003
    • 3 replies
    • 2.5k views
    • 
    • KJohnson
    • October 27, 2003

26. Recoupment of overpayments made to deceased participant

    By Guest TroyRiley, October 26, 2003
    • 2 replies
    • 2.8k views
    • 
    • mbozek
    • October 27, 2003

27. Calculation of "hours of service" when employees are not paid by the hour.

    By Guest Diane DuFresne, October 22, 2003
    • 5 replies
    • 4.6k views
    • 
    • Guest
    • October 25, 2003

28. Resignation of Plan trustee

    By billfgrady, October 23, 2003
    • 2 replies
    • 5.1k views
    • 
    • Guest
    • October 24, 2003

29. Compensation defintions and automobiles

    By John A, October 24, 2003
    • 1 reply
    • 1.5k views
    • 
    • Harwood
    • October 24, 2003

30. Safe Harbor notice PRIOR to the 90 day period

    By Belgarath, October 23, 2003
    • 5 replies
    • 1.7k views
    • 
    • R. Butler
    • October 24, 2003

31. ER underdeposits EE 401(k) deferrals

    By Guest Mike Schwing, October 23, 2003
    • 5 replies
    • 3.2k views
    • 
    • david rigby
    • October 23, 2003

32. One employee who is Key Employee

    By Guest hpaine, October 21, 2003
    • 15 replies
    • 2.1k views
    • 
    • Tom Poje
    • October 23, 2003

33. From which source in a 401(k) can insurance premiums be paid from?

    By mming, October 21, 2003
    • 5 replies
    • 2.1k views
    • 
    • Belgarath
    • October 23, 2003

34. In a safe-harbor plan, do you even need to get compensation?

    By Guest bonzo, October 21, 2003
    • 13 replies
    • 1.9k views
    • 
    • Brenda Wren
    • October 23, 2003

35. Return of match on excess contributions

    By Guest Taxman, October 15, 2003
    • 6 replies
    • 8.5k views
    • 
    • Guest
    • October 22, 2003

36. investment advisor over a portion of trust fund

    By k man, October 22, 2003
    • 1 reply
    • 1k views
    • 
    • ljr
    • October 22, 2003

37. Solo 401(k) plan "administration."

    By Guest new2thegame, October 20, 2003
    • 5 replies
    • 1.6k views
    • 
    • Alf
    • October 22, 2003

38. Changing plan year end from 12/30 to 12/31

    By Brian Gallagher, October 13, 2003
    • 4 replies
    • 1.4k views
    • 
    • Alf
    • October 22, 2003

39. What impact do forfeitures have with the 415 limit?

    By pbarrett, October 21, 2003
    • 5 replies
    • 1.6k views
    • 
    • R. Butler
    • October 22, 2003

40. ERs lifting company stock restrictions?

    By Guest dmj1998, March 26, 2002
    • 1 reply
    • 1.4k views
    • 
    • k man
    • October 22, 2003

41. Unregistered Employer Securities

    By Guest JDL, July 24, 2003
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • October 22, 2003

42. Rollover IRA to 401(k) Plan

    By Guest cxs, October 21, 2003
    • 1 reply
    • 1.4k views
    • 
    • Alf
    • October 21, 2003

43. Expense charges on my 401K plan

    By Guest rodeo618, October 21, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • October 21, 2003

44. SAR-SEP & 401(k)?

    By Guest hpaine, October 21, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 21, 2003

45. rollover from SARSEP to 401k plan

    By Guest sritts, October 21, 2003
    • 3 replies
    • 3.6k views
    • 
    • Guest
    • October 21, 2003

46. Top Heavy Safe Harbor Plan with early eligibility for deferrals only

    By Brenda Wren, October 21, 2003
    • 1 reply
    • 1.4k views
    • 
    • R. Butler
    • October 21, 2003

47. 401(k) Profit Sharing Plan & ESOP Top Heavy Contributions

    By Jilliandiz, October 20, 2003
    • 1 reply
    • 2.3k views
    • 
    • Tom Poje
    • October 20, 2003

48. Distribution in 2002 paid from company account

    By Jim Chad, October 17, 2003
    • 6 replies
    • 1.7k views
    • 
    • david rigby
    • October 20, 2003

49. What would you do if .......?

    By GBurns, October 20, 2003
    • 0 replies
    • 1.1k views
    • 
    • GBurns
    • October 20, 2003

50. first year testing

    By Earl, October 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Archimage
    • October 17, 2003