401(k) Plans

19,275 topics in this forum

1. late correction of adp test

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

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

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

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

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

4. Asset Charge - Small Business

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

5. IRA rollover to 401(k) Plan

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

6. Hardship Withdrawal

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

7. Top Heavy Question

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

8. Money Purchase Plan merger

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

9. 401(k) contributions and bonus compensation

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

10. Company Sells Division Part of 401k Plan

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

11. Stock Attribution

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

12. Advisory fees

    By Guest Junior, June 4, 2003
    • 44 replies
    • 7.1k views
    • 
    • Guest
    • June 13, 2003

13. Coverage Testing on Match Contributions

    By Guest Toni Jo, June 10, 2003
    • 5 replies
    • 2.4k views
    • 
    • MWeddell
    • June 13, 2003

14. Goodbye SEP, hello 401k

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

15. Question to Plan Auditors - BISYS' SAS 70 Report

    By Guest twalters, June 2, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • June 12, 2003

16. Adding an After Tax Plan

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

17. Hardship distribution for Purpose of Principal Residence

    By Guest tonjer, March 18, 2003
    • 17 replies
    • 10.2k views
    • 
    • mbozek
    • June 12, 2003

18. 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

19. Shifting QMACs of HCEs to ADP

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

20. Ineligible Participants

    By Guest HHR, June 10, 2003
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • June 12, 2003

21. Include SARSEP deferrals in average benefits test?

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

22. tax consequences of earnout paid to qualified plan

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

23. Asset Chagre By plan size

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

24. Code section 404(a) deductibility

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

25. Amending SIMPLE 401k to 401k

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

26. 415 Limit

    By John A, April 1, 2003
    • 8 replies
    • 3.2k views
    • 
    • Guest
    • June 11, 2003

27. 5500 Schedule of Assets Held

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

28. Illegal employee

    By Guest Mike Schwing, June 9, 2003
    • 21 replies
    • 8.3k views
    • 
    • GBurns
    • June 10, 2003

29. excess contribution

    By Guest ehayes, June 6, 2003
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • June 10, 2003

30. Trustee change - how handle document??

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

31. ADP Testing of an LLC

    By Guest dstran, June 7, 2003
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • June 9, 2003

32. Bankruptcy

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

33. Available Loan Amount with Multiple Loans

    By Guest ROB VIDOVICH, June 9, 2003
    • 3 replies
    • 1.6k views
    • 
    • QDROphile
    • June 9, 2003

34. Safe Harbor Matches and Top Heavy...

    By Guest RONNIE WASEL, June 9, 2003
    • 2 replies
    • 1.2k views
    • 
    • Tom Poje
    • June 9, 2003

35. Mandatory withholding

    By Guest cosmo01, June 9, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • June 9, 2003

36. IRA ROLLOVER

    By Guest Mike Schwing, June 9, 2003
    • 0 replies
    • 952 views
    • 
    • Guest
    • June 9, 2003

37. Churches and 401(k) Plans

    By Guest LLandau, June 6, 2003
    • 1 reply
    • 984 views
    • 
    • MWeddell
    • June 9, 2003

38. Can a participant elect out of loan repayments?

    By Guest Amanda Davis, June 3, 2003
    • 5 replies
    • 1.8k views
    • 
    • RCK
    • June 6, 2003

39. Return Hardship Withdrawal

    By Guest Kemily, June 5, 2003
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • June 6, 2003

40. Allocation of ER Match

    By Guest bgiles, June 6, 2003
    • 0 replies
    • 938 views
    • 
    • Guest
    • June 6, 2003

41. In-Service Withdrawals (under 59 1/2)

    By Brian Gallagher, June 4, 2003
    • 9 replies
    • 11.8k views
    • 
    • Mary Kay Foss
    • June 6, 2003

42. Black out notice for pooled accounting

    By Jim Chad, June 5, 2003
    • 3 replies
    • 2.7k views
    • 
    • Guest
    • June 6, 2003

43. Top Heavy

    By Guest kelly9522, June 5, 2003
    • 1 reply
    • 965 views
    • 
    • Blinky the 3-eyed Fish
    • June 5, 2003

44. Plan Fee Reimbursement

    By Guest tbreedlove, June 5, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • June 5, 2003

45. Are Revenue Sharing Fees Part of Plan Assets?

    By Guest jmiskey, June 3, 2003
    • 9 replies
    • 2.9k views
    • 
    • MoJo
    • June 5, 2003

46. Plan Reimbursement of Plan Sponsor

    By Jeff Kirtner, June 4, 2003
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • June 4, 2003

47. Safe Harbor 401k Plan

    By Guest DeePA, June 4, 2003
    • 1 reply
    • 1.8k views
    • 
    • R. Butler
    • June 4, 2003

48. DoL Advisory Opinion Fee

    By Guest SCHAEFM2, May 29, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • June 4, 2003

49. Statutory Exclusions

    By Guest Kemily, June 3, 2003
    • 5 replies
    • 2.8k views
    • 
    • Tom Poje
    • June 4, 2003

50. Distribution Prior to a Plan restating to egtrra

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