401(k) Plans

19,490 topics in this forum

1. Employer Match - What does this mean?

   By Guest tgraham, January 20, 2004
   • 3 replies
   • 1.4k views
   • 
   • Mike Preston
   • January 20, 2004

2. Expenses paid from plan

   By Guest KeithinClev, January 20, 2004
   • 3 replies
   • 1.4k views
   • 
   • Belgarath
   • January 20, 2004

3. Just Doesn't smell right!

   By TBob, January 20, 2004
   • 6 replies
   • 1.6k views
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   • J2D2
   • January 20, 2004

4. Top-paid group elections

   By Guest NiceGuyMike, January 20, 2004
   • 5 replies
   • 3.2k views
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   • Guest
   • January 20, 2004

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

   By Guest murad_s_shah, January 15, 2004
   • 6 replies
   • 1.5k views
   • 
   • Guest
   • January 20, 2004

6. Self employeed net income

   By Guest Ed Walker, January 20, 2004
   • 1 reply
   • 1k views
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   • Blinky the 3-eyed Fish
   • January 20, 2004

7. QNEC to correct ADP test - Relius

   By pmacduff, January 19, 2004
   • 1 reply
   • 1.3k views
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   • Blinky the 3-eyed Fish
   • January 20, 2004

8. 401K union plan paying expenses.

   By Guest jhilliard, January 19, 2004
   • 1 reply
   • 1.2k views
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   • RCK
   • January 19, 2004

9. "Individual" 401(k) Plans

   By Guest Fred Fenster, January 19, 2004
   • 1 reply
   • 1.2k views
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   • Archimage
   • January 19, 2004

10. Compliance Testing/Elective Deferral Accumulators

    By Guest TouchofGrey, January 18, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 18, 2004

11. Discrimination Tests & HCE definitions

    By pmacduff, August 25, 2003
    • 9 replies
    • 2.8k views
    • 
    • Guest
    • January 17, 2004

12. 2004 Annual Addition

    By Lame Duck, January 16, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 16, 2004

13. Redemption Fees - Taxable Amount?

    By Guest jvajj, January 16, 2004
    • 2 replies
    • 1.6k views
    • 
    • Brian Gallagher
    • January 16, 2004

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

    By Guest Joanne Davey, January 15, 2004
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • January 16, 2004

15. Plan amendments after end of year

    By Guest Gordy, January 14, 2004
    • 3 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • January 16, 2004

16. Safe Harbor Effective Date/ Eligibility Issue

    By chris, January 16, 2004
    • 0 replies
    • 1.1k views
    • 
    • chris
    • January 16, 2004

17. Amend for Safe Harbor Non-elective

    By Guest MEWilson, January 14, 2004
    • 8 replies
    • 1.3k views
    • 
    • Guest
    • January 16, 2004

18. "Iffy" correction method used

    By Guest yukon, January 15, 2004
    • 3 replies
    • 1.5k views
    • 
    • jquazza
    • January 16, 2004

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

    By Guest DIGMYDOG, January 14, 2004
    • 4 replies
    • 1.4k views
    • 
    • ccassetty
    • January 16, 2004

20. Life Insurance in Qualified Plan

    By MBCarey, January 15, 2004
    • 4 replies
    • 1.9k views
    • 
    • ccassetty
    • January 16, 2004

21. Safe harbor 401(k) issue

    By chris, January 16, 2004
    • 2 replies
    • 1.2k views
    • 
    • chris
    • January 16, 2004

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

    By R. Butler, January 16, 2004
    • 4 replies
    • 1.3k views
    • 
    • FundeK
    • January 16, 2004

23. Catch-up Election form

    By alexa, January 15, 2004
    • 1 reply
    • 2k views
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    • Sandra Pearce
    • January 15, 2004

24. Definition of Compensation

    By Guest DLearning, January 14, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • January 15, 2004

25. MPP Merger and Final 5500

    By Guest goaliemom, January 15, 2004
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • January 15, 2004

26. Access to Safe Harbor money

    By Guest Hartnett123, January 14, 2004
    • 9 replies
    • 2.2k views
    • 
    • ccassetty
    • January 15, 2004

27. Plan Data Survey

    By Guest jhilliard, January 14, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 14, 2004

28. Distribution code on Form 1099-R

    By MarZDoates, January 14, 2004
    • 0 replies
    • 1.2k views
    • 
    • MarZDoates
    • January 14, 2004

29. ADP testing using W-2

    By Guest Hartnett123, January 13, 2004
    • 7 replies
    • 1.6k views
    • 
    • Guest
    • January 13, 2004

30. 415 Violation/Refunds

    By Guest padmin, January 13, 2004
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 13, 2004

31. Required Minimum Distribution for non onwer still working?

    By Guest Michael Anderson, January 12, 2004
    • 10 replies
    • 2.4k views
    • 
    • Guest
    • January 13, 2004

32. Prior year testing and top paid group election

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

33. Automatic Enrollment in California

    By Gilmore, January 10, 2004
    • 2 replies
    • 1.5k views
    • 
    • Gilmore
    • January 13, 2004

34. 401(k) Match Contribution Question

    By Guest tgraham, January 12, 2004
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 13, 2004

35. Distributed more than vested balance......

    By Basically, January 9, 2004
    • 8 replies
    • 1.7k views
    • 
    • Basically
    • January 12, 2004

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

    By Guest ROB VIDOVICH, January 8, 2004
    • 15 replies
    • 3.6k views
    • 
    • Guest
    • January 10, 2004

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

    By Guest Mike Schwing, January 9, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • January 9, 2004

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

    By Lori H, January 8, 2004
    • 10 replies
    • 3.1k views
    • 
    • R. Butler
    • January 9, 2004

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

    By Guest KellyMusico, January 9, 2004
    • 2 replies
    • 1.4k views
    • 
    • WDIK
    • January 9, 2004

40. 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

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

    By Guest SCUDDESLER, January 6, 2004
    • 3 replies
    • 2.8k views
    • 
    • KJohnson
    • January 9, 2004

42. 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

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

    By Jed Macy, January 7, 2004
    • 9 replies
    • 2.5k views
    • 
    • WDIK
    • January 8, 2004

44. Termination of plan with "fuzzy" history

    By billfgrady, January 7, 2004
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • January 8, 2004

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

    By Guest jkrad, January 5, 2004
    • 12 replies
    • 2.8k views
    • 
    • Harwood
    • January 7, 2004

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

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

47. Payroll withholdig rules for 401(k)

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

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

    By Guest Dave Peckham, January 6, 2004
    • 4 replies
    • 3.1k views
    • 
    • TBob
    • January 6, 2004

49. 402(g) Limits

    By Guest todhen, January 6, 2004
    • 3 replies
    • 2.1k views
    • 
    • david rigby
    • January 6, 2004

50. 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