401(k) Plans

19,275 topics in this forum

1. Top Heavy Contributions

   By MBCarey, July 8, 2003
   • 7 replies
   • 2.1k views
   • 
   • R. Butler
   • July 9, 2003

2. 401(k) ADP test - include terminated eligibles?

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

3. rollover IRA in 401k plan

   By Guest Brenda Schachle, June 26, 2003
   • 1 reply
   • 1.1k views
   • 
   • stevena
   • July 8, 2003

4. ACP test

   By Guest bonzo, July 8, 2003
   • 1 reply
   • 1.1k views
   • 
   • Tom Poje
   • July 8, 2003

5. Catch-up contributions in safe-harbor 401(k) plans

   By JDuns, June 30, 2003
   • 3 replies
   • 5.1k views
   • 
   • JDuns
   • July 7, 2003

6. Catch-Up & 402(g) Limit on Off Calander PYE

   By Guest D C Sharp, July 2, 2003
   • 3 replies
   • 2k views
   • 
   • Guest
   • July 7, 2003

7. Multiple employer plan

   By Guest cosmo01, July 7, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • July 7, 2003

8. 401(k) limits

   By Guest JoeK, July 3, 2003
   • 1 reply
   • 1.1k views
   • 
   • david rigby
   • July 3, 2003

9. Hardship Provision for Single NHCE

   By Jeff Kirtner, July 3, 2003
   • 2 replies
   • 1k views
   • 
   • maverick
   • July 3, 2003

10. IRA rollovers into 401k plan

    By Guest Brenda Schachle, July 2, 2003
    • 1 reply
    • 1.1k views
    • 
    • g8r
    • July 3, 2003

11. 401(k) for an unincorporated business

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

12. nonspouse beneficiary

    By Guest gregens, July 2, 2003
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 2, 2003

13. Partnership Snip-offs

    By Gilmore, July 2, 2003
    • 0 replies
    • 960 views
    • 
    • Gilmore
    • July 2, 2003

14. Exclusions from Profit Sharing Calculation

    By Guest Barge Girl, July 2, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 2, 2003

15. 401K IRA rollover question

    By Guest LakeRick, July 2, 2003
    • 2 replies
    • 1.6k views
    • 
    • Harwood
    • July 2, 2003

16. Blackout Notice

    By Guest mattman, July 1, 2003
    • 5 replies
    • 1.8k views
    • 
    • E as in ERISA
    • July 2, 2003

17. Intentionally Failing ADP/ACP

    By austin3515, June 30, 2003
    • 9 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • July 1, 2003

18. Plan Termination

    By Guest jhilliard, June 30, 2003
    • 1 reply
    • 1.3k views
    • 
    • chris
    • June 30, 2003

19. Effective Date of Top Heavy Provisions for EGTRRA

    By Guest bgiles, June 29, 2003
    • 2 replies
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • June 30, 2003

20. ineligible employe deferrals

    By maverick, June 26, 2003
    • 4 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • June 29, 2003

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

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

22. Calculating Employer Match

    By DP, June 26, 2003
    • 9 replies
    • 1.8k views
    • 
    • WDIK
    • June 27, 2003

23. Spousal Consent w/Distributions

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

24. Profit Sharing Retirement Plan Distribution

    By Guest denali52, June 26, 2003
    • 3 replies
    • 1.4k views
    • 
    • BFree
    • June 26, 2003

25. Insufficient Funds for Deferral Amount

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

26. Formula Wording in Document

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

27. 402(g) Limit

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

28. Forfeiture Allocations

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

29. Forfeitures

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

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

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

31. IRS Mailing

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

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

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

33. Failed ADP

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

34. Required Minimum Distribution Question

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

35. 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

36. Safe Harbor Notice

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

37. Limited Scope Audits

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

38. Catch-up and 5330

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

39. ADP Testing

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

40. ADP Testing

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

41. Minimum Service Requirements

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

42. Inservice Distributions

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

43. Discretionary Match

    By Guest Sehrl, March 6, 2003
    • 9 replies
    • 6.3k views
    • 
    • g8r
    • June 20, 2003

44. Using forfeitures as QNECs

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

45. Company Match

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

46. catch up contributions

    By Guest lindamichals, December 23, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • June 18, 2003

47. 401(k) forfeitures

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

48. Reclassification of catch up contributions

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

49. Plan Termination

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

50. SPD Timing - New Plan

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