401(k) Plans

19,534 topics in this forum

1. What's the solution when it's discovered that the amount deducted for 2002 exceeded the HCE's deferral amount?

   By katieinny, November 4, 2003
   • 8 replies
   • 1.8k views
   • 
   • Guest
   • November 7, 2003

2. Pre-programming deferral rate increases. Anyone know of a provider or plan doing it?

   By Guest btooz, October 31, 2003
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • November 6, 2003

3. Loans -- Leave of Absence

   By Archimage, November 6, 2003
   • 7 replies
   • 4.5k views
   • 
   • Archimage
   • November 6, 2003

4. Safe Harbor Plan and Short Plan Year

   By Guest AndyL, November 4, 2003
   • 3 replies
   • 1.9k views
   • 
   • Tom Poje
   • November 6, 2003

5. Hospital based physicians/affiliated service group

   By Guest mcw, November 4, 2003
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • November 5, 2003

6. Safe Harbor rides again

   By pmacduff, November 5, 2003
   • 2 replies
   • 1.4k views
   • 
   • pmacduff
   • November 5, 2003

7. What's up with the IRS and their apparent 180 on Safe Harbor plans?

   By Brenda Wren, November 3, 2003
   • 9 replies
   • 2.4k views
   • 
   • KJohnson
   • November 5, 2003

8. Testing issues-President of Co, but not employee - Controlled group of corps

   By Guest cosmo01, November 4, 2003
   • 7 replies
   • 1.7k views
   • 
   • Brian Gallagher
   • November 5, 2003

9. Plan Loan for Personal Residence--Loan Proceeds Stolen

   By Guest NPWA, November 4, 2003
   • 3 replies
   • 1.7k views
   • 
   • Brian Gallagher
   • November 5, 2003

10. Deduction Limit & Floor/offset arrangements

    By Guest Ddalk, November 5, 2003
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • November 5, 2003

11. Bermuda plan administered in US?

    By Guest jhilliard, October 24, 2003
    • 7 replies
    • 3k views
    • 
    • Guest
    • November 5, 2003

12. Participation by Foreign Nationals

    By Guest Bahrman, October 31, 2003
    • 4 replies
    • 7.6k views
    • 
    • IRC401
    • November 5, 2003

13. change in vesting method

    By Guest EDSAADE, November 3, 2003
    • 6 replies
    • 2k views
    • 
    • Brian Gallagher
    • November 4, 2003

14. Year End Amendments

    By Guest Bud, October 31, 2003
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • October 31, 2003

15. Do Pre-Bankruptcy 401(k) Deferrals Have to be Returned?

    By Alf, October 31, 2003
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • October 31, 2003

16. Top Heavy Test Question

    By Guest richez, October 29, 2003
    • 5 replies
    • 2.1k views
    • 
    • stephen
    • October 31, 2003

17. Service question

    By Guest qualified plan, October 29, 2003
    • 10 replies
    • 2.2k views
    • 
    • R. Butler
    • October 31, 2003

18. contributions

    By Guest selftaught, October 30, 2003
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • October 31, 2003

19. Record Retention

    By Guest Mike Schwing, October 30, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 31, 2003

20. Hardship Withdrawals makes plan Top Heavy

    By Guest willwork4shoes, October 30, 2003
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • October 30, 2003

21. Prohibited Transaction

    By Guest padmin, October 28, 2003
    • 12 replies
    • 2.6k views
    • 
    • KJohnson
    • October 30, 2003

22. One to One QNEC question relating to bargaining/nonbargaining

    By fiona1, October 30, 2003
    • 1 reply
    • 1.2k views
    • 
    • KJohnson
    • October 30, 2003

23. Can a V.P./plan participant receive commissions off his own plan?

    By Guest crgravitt, October 29, 2003
    • 3 replies
    • 1.6k views
    • 
    • MWeddell
    • October 30, 2003

24. Safe Harbor addoption dates

    By Guest carsonv, October 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • chris
    • October 30, 2003

25. PRE-ERISA LIMITATIONS ON SALARY DEFERRALS

    By Guest JennaJones, October 29, 2003
    • 9 replies
    • 2.4k views
    • 
    • TCWalker
    • October 30, 2003

26. Fidleity Bonding in a Multiple Employer Plan

    By austin3515, October 29, 2003
    • 0 replies
    • 1.6k views
    • 
    • austin3515
    • October 29, 2003

27. wrong interest rate for participant loans.

    By wsp, October 29, 2003
    • 2 replies
    • 2.2k views
    • 
    • mbozek
    • October 29, 2003

28. MRD calculation date

    By Brian Gallagher, October 29, 2003
    • 1 reply
    • 1.6k views
    • 
    • Harwood
    • October 29, 2003

29. Employer Current Trends

    By Guest Candy Donegan, October 28, 2003
    • 3 replies
    • 1.7k views
    • 
    • Brian Gallagher
    • October 29, 2003

30. Can a participant's benefit in an ESOP be diversified into his/her profit sharing plan of same employer?

    By Guest jhilliard, October 27, 2003
    • 2 replies
    • 1.3k views
    • 
    • stephen
    • October 28, 2003

31. One big plan with many divisions now has to have one of the divisions separated into its own plan. Need help.

    By Guest DIGMYDOG, October 22, 2003
    • 2 replies
    • 1.5k views
    • 
    • MWeddell
    • October 28, 2003

32. PEO and controlled group Issue(s)?

    By Guest tintree73, October 17, 2003
    • 6 replies
    • 3.9k views
    • 
    • Guest
    • October 27, 2003

33. Okay to start up a new 401(k) now?

    By katieinny, October 27, 2003
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • October 27, 2003

34. MRD's--spousal consent and hangers on

    By Brian Gallagher, October 27, 2003
    • 3 replies
    • 3k views
    • 
    • KJohnson
    • October 27, 2003

35. Recoupment of overpayments made to deceased participant

    By Guest TroyRiley, October 26, 2003
    • 2 replies
    • 3.4k views
    • 
    • mbozek
    • October 27, 2003

36. Calculation of "hours of service" when employees are not paid by the hour.

    By Guest Diane DuFresne, October 22, 2003
    • 5 replies
    • 5.2k views
    • 
    • Guest
    • October 25, 2003

37. Resignation of Plan trustee

    By billfgrady, October 23, 2003
    • 2 replies
    • 5.7k views
    • 
    • Guest
    • October 24, 2003

38. Compensation defintions and automobiles

    By John A, October 24, 2003
    • 1 reply
    • 2k views
    • 
    • Harwood
    • October 24, 2003

39. Safe Harbor notice PRIOR to the 90 day period

    By Belgarath, October 23, 2003
    • 5 replies
    • 2.1k views
    • 
    • R. Butler
    • October 24, 2003

40. ER underdeposits EE 401(k) deferrals

    By Guest Mike Schwing, October 23, 2003
    • 5 replies
    • 3.6k views
    • 
    • david rigby
    • October 23, 2003

41. One employee who is Key Employee

    By Guest hpaine, October 21, 2003
    • 15 replies
    • 2.9k views
    • 
    • Tom Poje
    • October 23, 2003

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

    By mming, October 21, 2003
    • 5 replies
    • 2.8k views
    • 
    • Belgarath
    • October 23, 2003

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

    By Guest bonzo, October 21, 2003
    • 13 replies
    • 2.5k views
    • 
    • Brenda Wren
    • October 23, 2003

44. Return of match on excess contributions

    By Guest Taxman, October 15, 2003
    • 6 replies
    • 9k views
    • 
    • Guest
    • October 22, 2003

45. investment advisor over a portion of trust fund

    By k man, October 22, 2003
    • 1 reply
    • 1.4k views
    • 
    • ljr
    • October 22, 2003

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

    By Guest new2thegame, October 20, 2003
    • 5 replies
    • 2k views
    • 
    • Alf
    • October 22, 2003

47. Changing plan year end from 12/30 to 12/31

    By Brian Gallagher, October 13, 2003
    • 4 replies
    • 1.9k views
    • 
    • Alf
    • October 22, 2003

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

    By pbarrett, October 21, 2003
    • 5 replies
    • 2k views
    • 
    • R. Butler
    • October 22, 2003

49. ERs lifting company stock restrictions?

    By Guest dmj1998, March 26, 2002
    • 1 reply
    • 1.7k views
    • 
    • k man
    • October 22, 2003

50. Unregistered Employer Securities

    By Guest JDL, July 24, 2003
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • October 22, 2003