401(k) Plans

19,516 topics in this forum

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

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

2. Corrective distributions

   By Belgarath, January 27, 2004
   • 6 replies
   • 2.8k views
   • 
   • mbozek
   • January 27, 2004

3. Section 414 compensation

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

4. Another Top Paid Group question

   By FJR, January 27, 2004
   • 3 replies
   • 1.3k views
   • 
   • Mike Preston
   • January 27, 2004

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

   By Guest jhilliard, January 14, 2004
   • 8 replies
   • 2.6k views
   • 
   • Guest
   • January 26, 2004

6. Eligibility for Safe Harbor 401(k) Plans

   By MBCarey, January 23, 2004
   • 3 replies
   • 1.6k views
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   • Tom Poje
   • January 26, 2004

7. Hardships for terminated people

   By Brian Gallagher, January 23, 2004
   • 5 replies
   • 2.6k views
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   • mbozek
   • January 24, 2004

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

   By Guest DIGMYDOG, November 25, 2003
   • 13 replies
   • 4.1k views
   • 
   • Brian Gallagher
   • January 23, 2004

9. SAFE HARBOR 401K VS. 401K

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

10. ADP Test Correction

    By imchipbrown, January 22, 2004
    • 3 replies
    • 1.8k views
    • 
    • Tom Poje
    • January 23, 2004

11. Help calculating contributions for LLC members

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

12. 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

13. SAFE HARBOR not a top-heavy plan

    By PensionNewbee, January 21, 2004
    • 9 replies
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • January 22, 2004

14. Tax Credit for expenses

    By FJR, January 22, 2004
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • January 22, 2004

15. Statutory Plan Entry

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

16. Standardized?

    By Guest thisissocomplicated, January 21, 2004
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 21, 2004

17. question

    By Guest qualified plan, January 21, 2004
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • January 21, 2004

18. Fees

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

19. ADP corrective distribution

    By Belgarath, January 21, 2004
    • 6 replies
    • 2.7k views
    • 
    • Tom Poje
    • January 21, 2004

20. QPSA question

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

21. Ratio Percentage Test

    By billfgrady, January 20, 2004
    • 4 replies
    • 1.9k views
    • 
    • billfgrady
    • January 21, 2004

22. Integrated with SS profit sharing allocation. HELP!

    By Guest jhilliard, January 19, 2004
    • 9 replies
    • 2.3k views
    • 
    • Tom Poje
    • January 21, 2004

23. 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

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

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

25. 401(k) from partner's income

    By joano, January 8, 2004
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • January 20, 2004

26. 401k rules for Temp Agencys

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

27. Employer Match - What does this mean?

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

28. Expenses paid from plan

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

29. Just Doesn't smell right!

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

30. Top-paid group elections

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

31. 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

32. Self employeed net income

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

33. QNEC to correct ADP test - Relius

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

34. 401K union plan paying expenses.

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

35. "Individual" 401(k) Plans

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

36. Compliance Testing/Elective Deferral Accumulators

    By Guest TouchofGrey, January 18, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 18, 2004

37. Discrimination Tests & HCE definitions

    By pmacduff, August 25, 2003
    • 9 replies
    • 3k views
    • 
    • Guest
    • January 17, 2004

38. 2004 Annual Addition

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

39. Redemption Fees - Taxable Amount?

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

40. 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

41. Plan amendments after end of year

    By Guest Gordy, January 14, 2004
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • January 16, 2004

42. Safe Harbor Effective Date/ Eligibility Issue

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

43. Amend for Safe Harbor Non-elective

    By Guest MEWilson, January 14, 2004
    • 8 replies
    • 1.4k views
    • 
    • Guest
    • January 16, 2004

44. "Iffy" correction method used

    By Guest yukon, January 15, 2004
    • 3 replies
    • 1.6k views
    • 
    • jquazza
    • January 16, 2004

45. 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

46. Life Insurance in Qualified Plan

    By MBCarey, January 15, 2004
    • 4 replies
    • 2k views
    • 
    • ccassetty
    • January 16, 2004

47. Safe harbor 401(k) issue

    By chris, January 16, 2004
    • 2 replies
    • 1.3k views
    • 
    • chris
    • January 16, 2004

48. 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

49. Catch-up Election form

    By alexa, January 15, 2004
    • 1 reply
    • 2.1k views
    • 
    • Sandra Pearce
    • January 15, 2004

50. Definition of Compensation

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