401(k) Plans

19,275 topics in this forum

1. Insufficient Funds for Deferral Amount

   By Guest blackacre, June 26, 2003
   • 5 replies
   • 2.4k views
   • 
   • E as in ERISA
   • June 26, 2003

2. Vesting and merger of two 401(k) plans

   By Guest barnold, June 25, 2003
   • 1 reply
   • 1.5k views
   • 
   • Alf
   • June 25, 2003

3. Spousal Consent w/Distributions

   By Guest TLCPension, June 25, 2003
   • 6 replies
   • 1.8k views
   • 
   • Appleby
   • June 27, 2003

4. IRS Mailing

   By Guest philc, June 25, 2003
   • 0 replies
   • 908 views
   • 
   • Guest
   • June 25, 2003

5. Forfeiture Allocations

   By Guest baker0429, June 24, 2003
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • June 26, 2003

6. Formula Wording in Document

   By Guest amm19, June 24, 2003
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • June 26, 2003

7. 402(g) Limit

   By Guest TimO, June 24, 2003
   • 3 replies
   • 1.3k views
   • 
   • Guest
   • June 26, 2003

8. (PTEs 98-54 and 94-20) re: FX

   By Guest Fidu2, June 24, 2003
   • 4 replies
   • 1.1k views
   • 
   • Harwood
   • June 24, 2003

9. QDRO - In-service for Top Heavy???

   By Guest tropicgetaway, June 24, 2003
   • 6 replies
   • 2.9k views
   • 
   • g8r
   • March 15, 2004

10. Required Minimum Distribution Question

    By Guest KD40, June 24, 2003
    • 1 reply
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 24, 2003

11. Failed ADP

    By Guest lindamichals, June 24, 2003
    • 3 replies
    • 3.3k views
    • 
    • Guest
    • June 24, 2003

12. 401(k) ADP test - include terminated eligibles?

    By Guest Jeff V, June 23, 2003
    • 3 replies
    • 1.2k views
    • 
    • Tom Poje
    • July 9, 2003

13. Safe Harbor Notice

    By Lynn Campbell, June 20, 2003
    • 1 reply
    • 1.1k views
    • 
    • KJohnson
    • June 21, 2003

14. Inservice Distributions

    By MBCarey, June 20, 2003
    • 2 replies
    • 1.1k views
    • 
    • g8r
    • June 20, 2003

15. Minimum Service Requirements

    By Guest newbee, June 20, 2003
    • 1 reply
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 20, 2003

16. ADP Testing

    By Guest cease, June 20, 2003
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • June 20, 2003

17. ADP Testing

    By imchipbrown, June 19, 2003
    • 3 replies
    • 1.1k views
    • 
    • imchipbrown
    • June 20, 2003

18. Using forfeitures as QNECs

    By Kirk Maldonado, June 19, 2003
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • June 20, 2003

19. Catch-up and 5330

    By Guest bjschiedel, June 19, 2003
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 20, 2003

20. Company Match

    By Guest koolkidd, June 19, 2003
    • 2 replies
    • 1k views
    • 
    • pmacduff
    • June 19, 2003

21. Forfeitures

    By Guest philc, June 18, 2003
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • June 26, 2003

22. Reclassification of catch up contributions

    By Guest h_nowicki, June 18, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 18, 2003

23. SPD Timing - New Plan

    By Guest jhilliard, June 17, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 17, 2003

24. Plan Termination

    By Guest cosmo01, June 17, 2003
    • 2 replies
    • 1.4k views
    • 
    • RTK
    • June 17, 2003

25. Are "safe-harbor 401(k) plans" really 100% vested

    By Moe Howard, June 17, 2003
    • 2 replies
    • 2.1k views
    • 
    • Tom Poje
    • June 23, 2003

26. late correction of adp test

    By Guest Julie Woulfe, June 17, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • June 17, 2003

27. Using 3% NHCE ADP for first year of plan

    By maverick, June 16, 2003
    • 1 reply
    • 1.6k views
    • 
    • alanm
    • June 17, 2003

28. Taking ASPA C-2(DC), need help....

    By stevena, June 16, 2003
    • 45 replies
    • 6k views
    • 
    • GBurns
    • June 27, 2003

29. Asset Charge - Small Business

    By Guest jhilliard, June 16, 2003
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • June 16, 2003

30. Limited Scope Audits

    By Guest Taxman, June 13, 2003
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • June 21, 2003

31. 401(k) forfeitures

    By Guest ANBFREE, June 13, 2003
    • 5 replies
    • 2.5k views
    • 
    • E as in ERISA
    • June 18, 2003

32. Company Sells Division Part of 401k Plan

    By Guest ROB VIDOVICH, June 13, 2003
    • 2 replies
    • 1.7k views
    • 
    • david rigby
    • June 13, 2003

33. IRA rollover to 401(k) Plan

    By Guest Mike Schwing, June 13, 2003
    • 2 replies
    • 1.6k views
    • 
    • mbozek
    • June 16, 2003

34. Stock Attribution

    By Guest CCarter, June 13, 2003
    • 2 replies
    • 1.3k views
    • 
    • R. Butler
    • June 13, 2003

35. 401(k) contributions and bonus compensation

    By Guest Mr. Relaxation, June 13, 2003
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • June 13, 2003

36. Hardship Withdrawal

    By MarZDoates, June 12, 2003
    • 2 replies
    • 1.3k views
    • 
    • Harwood
    • June 16, 2003

37. Goodbye SEP, hello 401k

    By Guest R. Daestrom, June 12, 2003
    • 1 reply
    • 1.4k views
    • 
    • goldtpa
    • June 13, 2003

38. 401(k) for an unincorporated business

    By Lori H, June 12, 2003
    • 4 replies
    • 1.7k views
    • 
    • Lori H
    • July 2, 2003

39. Last Day rule (?) for Safe Harbor contrib

    By Brian Gallagher, June 12, 2003
    • 6 replies
    • 8.5k views
    • 
    • Guest
    • June 17, 2003

40. Adding an After Tax Plan

    By Guest klg, June 12, 2003
    • 4 replies
    • 1.1k views
    • 
    • Tom Poje
    • June 12, 2003

41. Same Name - Wrong Guy Got the 401k Money

    By Guest Robin S. Vatalaro, June 12, 2003
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • June 12, 2003

42. Money Purchase Plan merger

    By Guest jhilliard, June 12, 2003
    • 9 replies
    • 2k views
    • 
    • KJohnson
    • June 13, 2003

43. tax consequences of earnout paid to qualified plan

    By EGB, June 11, 2003
    • 0 replies
    • 1.1k views
    • 
    • EGB
    • June 11, 2003

44. Asset Chagre By plan size

    By Guest jhilliard, June 11, 2003
    • 0 replies
    • 931 views
    • 
    • Guest
    • June 11, 2003

45. Code section 404(a) deductibility

    By Brian Gallagher, June 11, 2003
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • June 11, 2003

46. Include SARSEP deferrals in average benefits test?

    By MR, June 11, 2003
    • 1 reply
    • 1.3k views
    • 
    • goldtpa
    • June 12, 2003

47. Ineligible Participants

    By Guest HHR, June 10, 2003
    • 2 replies
    • 1.6k views
    • 
    • Tom Poje
    • June 12, 2003

48. 5500 Schedule of Assets Held

    By austin3515, June 10, 2003
    • 0 replies
    • 2k views
    • 
    • austin3515
    • June 10, 2003

49. Shifting QMACs of HCEs to ADP

    By Jeff Kirtner, June 10, 2003
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • June 12, 2003

50. Amending SIMPLE 401k to 401k

    By Guest Ddalk, June 10, 2003
    • 4 replies
    • 1.8k views
    • 
    • R. Butler
    • June 11, 2003