401(k) Plans

19,526 topics in this forum

1. Excess Annual Additions and ADP/ACP Test

   By Guest ArrowMatt, January 24, 2004
   • 4 replies
   • 3k views
   • 
   • Guest
   • January 29, 2004

2. S-corp. pass thru income & dividends

   By R. Butler, January 28, 2004
   • 5 replies
   • 2.9k views
   • 
   • R. Butler
   • January 29, 2004

3. Reduced compensation

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

4. Prior Year Method and adding a new Match Contribution

   By Guest andmik, January 28, 2004
   • 5 replies
   • 2k views
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   • g8r
   • January 29, 2004

5. 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
   • 3.1k views
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   • QDROphile
   • January 29, 2004

6. Is a non employee owner an HCE?

   By Guest richez, January 27, 2004
   • 3 replies
   • 1.6k views
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   • Guest
   • January 29, 2004

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

   By MBCarey, January 27, 2004
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • January 28, 2004

8. Controlled Group / Coverage Question

   By fiona1, January 28, 2004
   • 2 replies
   • 1.2k views
   • 
   • fiona1
   • January 28, 2004

9. What would you do?

   By FundeK, January 27, 2004
   • 7 replies
   • 2.2k views
   • 
   • QDROphile
   • January 28, 2004

10. Is there such a thing . . .

    By Guest tintree73, January 27, 2004
    • 8 replies
    • 2k views
    • 
    • Guest
    • January 28, 2004

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

    By fiona1, January 28, 2004
    • 1 reply
    • 1.4k views
    • 
    • FundeK
    • January 28, 2004

12. Corrective distributions

    By Belgarath, January 27, 2004
    • 6 replies
    • 2.9k views
    • 
    • mbozek
    • January 27, 2004

13. Section 414 compensation

    By Guest jkrad, January 27, 2004
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 27, 2004

14. Another Top Paid Group question

    By FJR, January 27, 2004
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 27, 2004

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

    By Guest jhilliard, January 14, 2004
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • January 26, 2004

16. Eligibility for Safe Harbor 401(k) Plans

    By MBCarey, January 23, 2004
    • 3 replies
    • 1.7k views
    • 
    • Tom Poje
    • January 26, 2004

17. Hardships for terminated people

    By Brian Gallagher, January 23, 2004
    • 5 replies
    • 2.7k views
    • 
    • mbozek
    • January 24, 2004

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

    By Guest DIGMYDOG, November 25, 2003
    • 13 replies
    • 4.2k views
    • 
    • Brian Gallagher
    • January 23, 2004

19. SAFE HARBOR 401K VS. 401K

    By Guest LSULLIVAN, January 23, 2004
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 23, 2004

20. ADP Test Correction

    By imchipbrown, January 22, 2004
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 23, 2004

21. Help calculating contributions for LLC members

    By Guest schmpat, January 22, 2004
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 23, 2004

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

    By Guest Boilerburm, January 22, 2004
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • January 22, 2004

23. SAFE HARBOR not a top-heavy plan

    By PensionNewbee, January 21, 2004
    • 9 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • January 22, 2004

24. Tax Credit for expenses

    By FJR, January 22, 2004
    • 1 reply
    • 1.4k views
    • 
    • Archimage
    • January 22, 2004

25. Statutory Plan Entry

    By Gilmore, January 20, 2004
    • 2 replies
    • 1.6k views
    • 
    • Gilmore
    • January 21, 2004

26. Standardized?

    By Guest thisissocomplicated, January 21, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 21, 2004

27. question

    By Guest qualified plan, January 21, 2004
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • January 21, 2004

28. Fees

    By dmb, January 21, 2004
    • 0 replies
    • 1.3k views
    • 
    • dmb
    • January 21, 2004

29. ADP corrective distribution

    By Belgarath, January 21, 2004
    • 6 replies
    • 2.8k views
    • 
    • Tom Poje
    • January 21, 2004

30. QPSA question

    By FundeK, January 21, 2004
    • 0 replies
    • 1.4k views
    • 
    • FundeK
    • January 21, 2004

31. Ratio Percentage Test

    By billfgrady, January 20, 2004
    • 4 replies
    • 2k views
    • 
    • billfgrady
    • January 21, 2004

32. Integrated with SS profit sharing allocation. HELP!

    By Guest jhilliard, January 19, 2004
    • 9 replies
    • 2.4k views
    • 
    • Tom Poje
    • January 21, 2004

33. New plan using prior year %'s, but no contributions made in 1st plan year?

    By jaemmons, January 20, 2004
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • January 21, 2004

34. Employer vs. Employee Match with Government Health & Welfare Funds

    By Guest nsenja, January 21, 2004
    • 0 replies
    • 2k views
    • 
    • Guest
    • January 21, 2004

35. 401(k) from partner's income

    By joano, January 8, 2004
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • January 20, 2004

36. 401k rules for Temp Agencys

    By Guest BillU, January 20, 2004
    • 1 reply
    • 1.8k views
    • 
    • Alf
    • January 20, 2004

37. Employer Match - What does this mean?

    By Guest tgraham, January 20, 2004
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • January 20, 2004

38. Expenses paid from plan

    By Guest KeithinClev, January 20, 2004
    • 3 replies
    • 1.5k views
    • 
    • Belgarath
    • January 20, 2004

39. Just Doesn't smell right!

    By TBob, January 20, 2004
    • 6 replies
    • 1.7k views
    • 
    • J2D2
    • January 20, 2004

40. Top-paid group elections

    By Guest NiceGuyMike, January 20, 2004
    • 5 replies
    • 3.3k views
    • 
    • Guest
    • January 20, 2004

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

    By Guest murad_s_shah, January 15, 2004
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • January 20, 2004

42. Self employeed net income

    By Guest Ed Walker, January 20, 2004
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2004

43. QNEC to correct ADP test - Relius

    By pmacduff, January 19, 2004
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • January 20, 2004

44. 401K union plan paying expenses.

    By Guest jhilliard, January 19, 2004
    • 1 reply
    • 1.3k views
    • 
    • RCK
    • January 19, 2004

45. "Individual" 401(k) Plans

    By Guest Fred Fenster, January 19, 2004
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • January 19, 2004

46. Compliance Testing/Elective Deferral Accumulators

    By Guest TouchofGrey, January 18, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 18, 2004

47. Discrimination Tests & HCE definitions

    By pmacduff, August 25, 2003
    • 9 replies
    • 3.1k views
    • 
    • Guest
    • January 17, 2004

48. 2004 Annual Addition

    By Lame Duck, January 16, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 16, 2004

49. Redemption Fees - Taxable Amount?

    By Guest jvajj, January 16, 2004
    • 2 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • January 16, 2004

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

    By Guest Joanne Davey, January 15, 2004
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • January 16, 2004