401(k) Plans

19,337 topics in this forum

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

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

2. ERs lifting company stock restrictions?

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

3. Unregistered Employer Securities

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

4. Rollover IRA to 401(k) Plan

   By Guest cxs, October 21, 2003
   • 1 reply
   • 1.5k views
   • 
   • Alf
   • October 21, 2003

5. Expense charges on my 401K plan

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

6. SAR-SEP & 401(k)?

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

7. rollover from SARSEP to 401k plan

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

8. 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

9. 401(k) Profit Sharing Plan & ESOP Top Heavy Contributions

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

10. Distribution in 2002 paid from company account

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

11. What would you do if .......?

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

12. first year testing

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

13. 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

14. 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

15. 403(b) as "successor" to terminating 401(k) plan

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

16. 401(k): Are you planning on matching employee contributions this year?

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

17. Required Minimum Distribution

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

18. HCE Aggregation and Coverage Transition

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

19. Dual Eligibility with ADP/ACP Safe Harbor?

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

20. 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

21. Contributions, splits and buys

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

22. Can a participant defer workers comp pay?

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

23. 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

24. How to handle deferrals that were never made?

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

25. Target Benefit Merger

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

26. 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

27. Refund of contributions from ineligible participant

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

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

    By Guest bgrazetti, September 22, 2003
    • 6 replies
    • 2.3k views
    • 
    • Brian Gallagher
    • October 10, 2003

29. HCE - Look back Period?

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

30. Partner not 100% vested

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

31. Death Benefits rollable?

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

32. 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

33. 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

34. BRFs

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

35. 401(k) Safe Harbor with Profit Sharing

    By MBCarey, October 8, 2003
    • 7 replies
    • 2.4k views
    • 
    • Blinky the 3-eyed Fish
    • October 8, 2003

36. 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

37. 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

38. Correction of Failed ADP test through SCP

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

39. Plan year based on teachers contract year; are teachers terminated on last day of plan year considered terminated from plan last day of plan year?

    By Guest jusducki, October 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • October 7, 2003

40. adp test with llc owner with negative k-1

    By MR, October 7, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • October 7, 2003

41. Client not complying with plan document

    By Guest moosegirl, October 7, 2003
    • 2 replies
    • 1.2k views
    • 
    • maverick
    • October 7, 2003

42. Embezzlement from corporation/plan sponsor by participant; any recourse for the plan sponsor?

    By Guest ELS, October 2, 2003
    • 8 replies
    • 1.8k views
    • 
    • Belgarath
    • October 6, 2003

43. How to run ADP/ACP test when plan year is amended, creating a short plan year

    By Guest cohenron, November 20, 2000
    • 12 replies
    • 3.3k views
    • 
    • Blinky the 3-eyed Fish
    • October 6, 2003

44. Conversion from 401(k) to SIMPLE-401k

    By perkinsran, October 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • Tom Poje
    • October 6, 2003

45. Late Remittances - Mistake of Fact Exception?

    By Guest Chaffee, October 2, 2003
    • 10 replies
    • 2.5k views
    • 
    • Brian Gallagher
    • October 3, 2003

46. How does a non-participant go about researching the details of a specific 401(k) plan?

    By joel, September 27, 2003
    • 7 replies
    • 1.8k views
    • 
    • maverick
    • October 3, 2003

47. 401(k) Loans: Double taxation or not?

    By Guest InTraining, October 7, 2002
    • 40 replies
    • 14k views
    • 
    • g8r
    • October 3, 2003

48. Would a 401k for a nonprofit private school make sense rather than a 403b plan?

    By Guest tpeterson1959, October 2, 2003
    • 1 reply
    • 1.6k views
    • 
    • QDROphile
    • October 2, 2003

49. OK to terminate calendar year plan as of today (10/1/03)?

    By chris, October 1, 2003
    • 3 replies
    • 2.9k views
    • 
    • chris
    • October 2, 2003

50. Exclude from definition of compensation the amount of any health coverage "buybacks"?

    By austin3515, October 1, 2003
    • 0 replies
    • 913 views
    • 
    • austin3515
    • October 1, 2003