401(k) Plans

19,321 topics in this forum

1. Forfeiture Allocations

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

2. Formula Wording in Document

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

3. 402(g) Limit

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

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

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

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

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

6. Required Minimum Distribution Question

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

7. Failed ADP

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

8. 401(k) ADP test - include terminated eligibles?

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

9. Safe Harbor Notice

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

10. Inservice Distributions

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

11. Minimum Service Requirements

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

12. ADP Testing

    By Guest cease, June 20, 2003
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • June 20, 2003

13. ADP Testing

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

14. Using forfeitures as QNECs

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

15. Catch-up and 5330

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

16. Company Match

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

17. Forfeitures

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

18. Reclassification of catch up contributions

    By Guest h_nowicki, June 18, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 18, 2003

19. SPD Timing - New Plan

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

20. Plan Termination

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

21. 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

22. late correction of adp test

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

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

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

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

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

25. Asset Charge - Small Business

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

26. Limited Scope Audits

    By Guest Taxman, June 13, 2003
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • June 21, 2003

27. 401(k) forfeitures

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

28. Company Sells Division Part of 401k Plan

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

29. IRA rollover to 401(k) Plan

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

30. Stock Attribution

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

31. 401(k) contributions and bonus compensation

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

32. Hardship Withdrawal

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

33. Goodbye SEP, hello 401k

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

34. 401(k) for an unincorporated business

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

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

    By Brian Gallagher, June 12, 2003
    • 6 replies
    • 8.6k views
    • 
    • Guest
    • June 17, 2003

36. Adding an After Tax Plan

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

37. 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

38. Money Purchase Plan merger

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

39. tax consequences of earnout paid to qualified plan

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

40. Asset Chagre By plan size

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

41. Code section 404(a) deductibility

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

42. Include SARSEP deferrals in average benefits test?

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

43. Ineligible Participants

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

44. 5500 Schedule of Assets Held

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

45. Shifting QMACs of HCEs to ADP

    By Jeff Kirtner, June 10, 2003
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • June 12, 2003

46. Amending SIMPLE 401k to 401k

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

47. Coverage Testing on Match Contributions

    By Guest Toni Jo, June 10, 2003
    • 5 replies
    • 2.5k views
    • 
    • MWeddell
    • June 13, 2003

48. Bankruptcy

    By DTH, June 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • June 9, 2003

49. Top Heavy Question

    By Guest Alwaysthinking, June 9, 2003
    • 4 replies
    • 1.1k views
    • 
    • kocak
    • June 14, 2003

50. Trustee change - how handle document??

    By Guest Michael Anderson, June 9, 2003
    • 1 reply
    • 2.4k views
    • 
    • mbozek
    • June 10, 2003