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401(k) Plans

19,413 topics in this forum

  1. Two Plans, one brokerage account

    By austin3515,
    • 0 replies
    • 948 views

  2. Elective Deferral Compensation

    By DTH,
    • 3 replies
    • 1.5k views

  3. timing requirements for amending testing method

    By Guest jjenkins,
    • 1 reply
    • 1.1k views
    • g8r
    • g8r

  4. Merging a safe harbor 401(k) plan with non-safe harbor 401(k) plan

    By Guest PenGuy,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  5. PEO's and Multiple Employer Plans REV Proc 2002-21

    By Guest Greg W,
    • 1 reply
    • 1.5k views

  6. Average mutual fund expense ratios by class

    By Guest marie567,
    • 40 replies
    • 8.2k views

  7. discretionary match - notice to participants required if discontinue making match?

    By PensionNewbee,
    • 6 replies
    • 3.4k views
    • Guest
    • Guest

  8. Plan Loans

    By jala,
    • 1 reply
    • 1k views

  9. minimum income to defer $14,000 in 2003

    By Earl,
    • 3 replies
    • 1.3k views

  10. Safe Harbor--Nonelective contributions

    By Felicia,
    • 1 reply
    • 1.1k views

  11. Accelerated eligibility/new employee not yet an HCE

    By preErisa,
    • 35 replies
    • 5.2k views

  12. ADP testing when owners hire their minor sons part time and eligibility for deferral is immediate with no age or service requirements

    By Guest DIGMYDOG,
    • 3 replies
    • 1.3k views

  13. Defaulted Participant Loans - No 1099 Given; Prohibited Transaction?

    By Guest Chaffee,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  14. Puerto Rico Residents in US Qualified Plan - Can they be excluded from ACP Test?

    By Guest rocnrols2,
    • 2 replies
    • 2.7k views
    • Guest
    • Guest

  15. Solo 401k

    By DP,
    • 6 replies
    • 1.7k views

  16. 5500 not filed, GUST and EGTRRA not complete.

    By Guest jhilliard,
    • 4 replies
    • 1.3k views

  17. Do HCE/Family Attribution rules apply to great grandparents/great grandchildren?

    By fiona1,
    • 1 reply
    • 1.9k views

  18. k-1 Compensation and Deferrals

    By Guest Max Power,
    • 0 replies
    • 2.6k views
    • Guest
    • Guest

  19. ERISA 204(h) Notice Required for Termination of PSP?

    By billfgrady,
    • 1 reply
    • 2k views

  20. Timing of termination of PSP, application for determination letter and ERISA Notice

    By billfgrady,
    • 1 reply
    • 1.3k views

  21. 401(k) Contributions-Return prior to Year End

    By BTH,
    • 3 replies
    • 1.8k views

  22. Received letters from DOL after using 5330 to report earnings made up for late 401(k) deposits

    By Guest CBS,
    • 5 replies
    • 2k views
    • Guest
    • Guest

  23. Discrimination?

    By Guest Cookiemonster,
    • 1 reply
    • 1.1k views

  24. True-up for Partners in a Safe Harbor Plan

    By Guest ERISAcatNraleigh,
    • 4 replies
    • 1.6k views
    • RCK
    • RCK

  25. Removing Joint and Survivor option from 401(k)

    By k man,
    • 2 replies
    • 1.4k views

  26. Delinquent Loans - Transfer to Successor Plan?

    By Guest Chaffee,
    • 0 replies
    • 1.2k views
    • Guest
    • Guest

  27. Controlled group - reducing one plan's match to mirror other plans

    By Guest TinaNewToPension,
    • 0 replies
    • 1k views
    • Guest
    • Guest

  28. Otherwise excludable--2-year wait

    By Guest jaatirs,
    • 1 reply
    • 1.4k views

  29. InServiceDistribution Verusu Pre-Retirement Distribution

    By Guest DIGMYDOG,
    • 3 replies
    • 1.8k views

  30. Plan Sponsor Use of Affiliated Broker -- Prohibited Transaction?

    By Guest Alley,
    • 0 replies
    • 1.1k views
    • Guest
    • Guest

  31. SE and Employed... what are 415 Limits?

    By K-t-F,
    • 2 replies
    • 1.4k views

  32. Deductible limit when an employer has both a DB and DC plan and at least one participant is covered by both plans

    By Lori Foresz,
    • 8 replies
    • 2.1k views

  33. Hardship documentation

    By FundeK,
    • 1 reply
    • 2.2k views
    • RCK
    • RCK

  34. Short first year; in determining maximum compensation for the match calculation, how many months do I prorate the $200K limit? 1 or 2?

    By alexa,
    • 7 replies
    • 1.9k views
    • g8r
    • g8r

  35. Looking for 401(k) stats -- avg. account balance, avg. deferral rate, avg. deferral contributions, avg. participation

    By Guest jhilliard,
    • 4 replies
    • 2.1k views

  36. Group Term Life Insurance and the definition of Compensation

    By Harwood,
    • 1 reply
    • 2k views
    • g8r
    • g8r

  37. Return from military leave - paperwork

    By Guest Achilles,
    • 2 replies
    • 1.6k views

  38. Initial Eligibility

    By austin3515,
    • 24 replies
    • 4.4k views

  39. FICA Taxation of Contribution Made Per Employee's One-Time Irrevocable Election

    By Guest long,
    • 1 reply
    • 1.2k views

  40. Corrective amendment needed because one participant didn't contribute enough to make top-heavy minimum?

    By Jilliandiz,
    • 3 replies
    • 1.2k views

  41. Church has several part-time employees who work over 1000 hours a year; can they be excluded under 403(b)?

    By Guest Casey58,
    • 2 replies
    • 1.5k views

  42. Sample cover letter for Form 5300? Also, please confirm that changing prototype document provision makes our plan "individually designed"

    By Guest forum4,
    • 1 reply
    • 2.5k views

  43. "Keogh"/H.R.10 Plans - Can they self-trustee now?

    By ljr,
    • 5 replies
    • 3.7k views

  44. Direct phone number for IRS Retirement Plans?

    By billfgrady,
    • 2 replies
    • 3.9k views
    • Guest
    • Guest

  45. OK to use new 401(k) profit sharing document for 2003 but just don't tell employees about ability to defer? Want to start 401(k) component only in 2004.

    By Archimage,
    • 5 replies
    • 2.3k views

  46. EE for a company.. and SE for himself. Can he defer $12K in both plans?

    By K-t-F,
    • 5 replies
    • 1.2k views

  47. Forced Cashout of Required Minimum Distribution

    By Guest PenGuy,
    • 2 replies
    • 2.7k views

  48. Gateway Contribution Eligibility

    By MBCarey,
    • 7 replies
    • 3.3k views

  49. Plan with HCEs only

    By MBCarey,
    • 12 replies
    • 4.5k views

  50. Union employees in a 401(k) plan that excludes collectively bargained employees!

    By Guest CRA,
    • 0 replies
    • 2.1k views
    • Guest
    • Guest
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