401(k) Plans

19,299 topics in this forum

1. 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

2. Resignation of Plan trustee

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

3. Compensation defintions and automobiles

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

4. Safe Harbor notice PRIOR to the 90 day period

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

5. ER underdeposits EE 401(k) deferrals

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

6. One employee who is Key Employee

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

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

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

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

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

9. Return of match on excess contributions

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

10. investment advisor over a portion of trust fund

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

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

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

12. 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

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

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

14. ERs lifting company stock restrictions?

    By Guest dmj1998, March 26, 2002
    • 1 reply
    • 1.5k views
    • 
    • k man
    • October 22, 2003

15. Unregistered Employer Securities

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

16. Rollover IRA to 401(k) Plan

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

17. Expense charges on my 401K plan

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

18. SAR-SEP & 401(k)?

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

19. rollover from SARSEP to 401k plan

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

20. 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

21. 401(k) Profit Sharing Plan & ESOP Top Heavy Contributions

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

22. Distribution in 2002 paid from company account

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

23. What would you do if .......?

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

24. first year testing

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

25. Eligibility… Is a person eligible to contribute to a 401(k)?

    By Guest Cookiemonster, October 17, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • October 17, 2003

26. Can ayone instruct me on how to use the BenefitsLink SEARCH ?

    By Guest ETodd, October 16, 2003
    • 2 replies
    • 1.1k views
    • 
    • E as in ERISA
    • October 16, 2003

27. 403(b) as "successor" to terminating 401(k) plan

    By Guest APierce, October 13, 2003
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • October 16, 2003

28. 401(k): Are you planning on matching employee contributions this year?

    By Guest Dave Hold, October 16, 2003
    • 0 replies
    • 919 views
    • 
    • Guest
    • October 16, 2003

29. Required Minimum Distribution

    By Guest CCarter, October 15, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • October 15, 2003

30. HCE Aggregation and Coverage Transition

    By Gruegen, October 15, 2003
    • 0 replies
    • 1.4k views
    • 
    • Gruegen
    • October 15, 2003

31. Dual Eligibility with ADP/ACP Safe Harbor?

    By Guest noelwolfe, October 14, 2003
    • 2 replies
    • 3.2k views
    • 
    • Guest
    • October 15, 2003

32. Hardship Withdrawal vs. Bridge loan for two mortgages (new house and old house that has not yet sold).

    By Guest CRA, October 15, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 15, 2003

33. Contributions, splits and buys

    By Guest Kriso, October 14, 2003
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • October 15, 2003

34. Can a participant defer workers comp pay?

    By fiona1, October 14, 2003
    • 2 replies
    • 2.2k views
    • 
    • david rigby
    • October 14, 2003

35. Can a company force HCEs in middle mgt to limit contributions, so that the plan will pass testing, while allowing upper mgmt to take full advantage of contribution limits (they are paid enough to max

    By Guest grafals, September 26, 2003
    • 13 replies
    • 2k views
    • 
    • ljr
    • October 14, 2003

36. How to handle deferrals that were never made?

    By Guest Shmedd, September 19, 2003
    • 6 replies
    • 2.9k views
    • 
    • R. Butler
    • October 13, 2003

37. Target Benefit Merger

    By Guest Ashley, October 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • October 13, 2003

38. What to do with earnings that Insurance Company won't return

    By jkharvey, October 13, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • October 13, 2003

39. Refund of contributions from ineligible participant

    By Guest ljansen, October 9, 2003
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • October 10, 2003

40. Can deferrals be deposited monthly, even though employer's payroll is bi-weekly?

    By Guest bgrazetti, September 22, 2003
    • 6 replies
    • 2.1k views
    • 
    • Brian Gallagher
    • October 10, 2003

41. HCE - Look back Period?

    By Guest jkrad, October 10, 2003
    • 1 reply
    • 2.1k views
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    • ccassetty
    • October 10, 2003

42. Partner not 100% vested

    By nancy, October 9, 2003
    • 2 replies
    • 1.4k views
    • 
    • Harwood
    • October 9, 2003

43. Death Benefits rollable?

    By Guest jhilliard, October 9, 2003
    • 1 reply
    • 1k views
    • 
    • Lori Foresz
    • October 9, 2003

44. Can employer amend 401(k) plan now (midyear) to provide for 3% safe harbor contribution?

    By Guest tws, October 3, 2003
    • 7 replies
    • 2k views
    • 
    • Guest
    • October 9, 2003

45. Safe Harbor Enhanced Match w/an additional $25K profit sharing contribution

    By Guest TLCPension, October 8, 2003
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • October 9, 2003

46. BRFs

    By Guest qualified plan, January 14, 2002
    • 11 replies
    • 3.8k views
    • 
    • Belgarath
    • October 8, 2003

47. 401(k) Safe Harbor with Profit Sharing

    By MBCarey, October 8, 2003
    • 7 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 8, 2003

48. How long should records be retained related to the 401(k) plan?

    By austin3515, October 8, 2003
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • October 8, 2003

49. COnverting Loans During a Change of Recordkeepers and Impact on Amortization Schedules

    By Guest andmik, October 8, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • October 8, 2003

50. Correction of Failed ADP test through SCP

    By Guest cease, October 7, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 7, 2003