401(k) Plans

19,526 topics in this forum

1. HCE Deferral Never Contributed

   By DP, September 8, 2003
   • 12 replies
   • 2.5k views
   • 
   • E as in ERISA
   • September 10, 2003

2. Establish plan with a rollover only?

   By Guest tracys, September 8, 2003
   • 5 replies
   • 1.6k views
   • 
   • Belgarath
   • September 9, 2003

3. 401(k) Transfer to New Provider

   By Medusa, September 9, 2003
   • 1 reply
   • 1.6k views
   • 
   • Appleby
   • September 9, 2003

4. Lost wage window?

   By Guest jhilliard, September 9, 2003
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • September 9, 2003

5. Plan Sponsor and Affiliated Service Grps segregate

   By Guest CRA, September 9, 2003
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • September 9, 2003

6. HCEs opt out of Sfe Harbor Match?

   By Guest jhilliard, September 9, 2003
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • September 9, 2003

7. Catch-up Contributions

   By Guest carsonv, September 8, 2003
   • 3 replies
   • 1.4k views
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   • WDIK
   • September 8, 2003

8. ADP Refunds

   By Guest KD40, September 8, 2003
   • 1 reply
   • 1.7k views
   • 
   • pmacduff
   • September 8, 2003

9. Rehires

   By Guest qualified plan, September 8, 2003
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • September 8, 2003

10. adp correction

    By Guest lindamichals, September 8, 2003
    • 1 reply
    • 1.7k views
    • 
    • MWeddell
    • September 8, 2003

11. Safe Harbor

    By pmacduff, September 5, 2003
    • 5 replies
    • 2k views
    • 
    • pmacduff
    • September 5, 2003

12. ADP/ACP testing

    By Guest Joanne Davey, March 4, 2003
    • 11 replies
    • 3.2k views
    • 
    • Tom Poje
    • September 5, 2003

13. Return of loan payments after filing Ch 13 BK

    By Guest Do, September 4, 2003
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • September 5, 2003

14. 3% Non-Elective Contr.

    By Guest penman, September 4, 2003
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • September 5, 2003

15. Bankruptcy

    By Felicia, September 4, 2003
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • September 4, 2003

16. 404 deduction limits with a LLP

    By Guest andylarson, September 4, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 4, 2003

17. Hardship Withdrawal

    By Guest tlemaster, September 2, 2003
    • 12 replies
    • 3.6k views
    • 
    • Guest
    • September 4, 2003

18. key employee due to attribution

    By MJ Hartman, September 3, 2003
    • 8 replies
    • 3.9k views
    • 
    • Guest
    • September 4, 2003

19. 401(k) distributions upon death

    By Guest Fuzzy, September 4, 2003
    • 4 replies
    • 1.7k views
    • 
    • R. Butler
    • September 4, 2003

20. 401k Plans

    By Guest dstran, September 4, 2003
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • September 4, 2003

21. 401(k) Written Plan Document

    By Guest SCUDDESLER, September 3, 2003
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • September 3, 2003

22. attribution

    By Guest carsonv, September 2, 2003
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • September 2, 2003

23. Aggregation & 401(k)

    By R. Butler, August 29, 2003
    • 0 replies
    • 1.6k views
    • 
    • R. Butler
    • August 29, 2003

24. Merger of 401(k) Plans Mid-Year

    By Guest abrandw, August 29, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 29, 2003

25. ADP and fiscal year

    By Guest moosegirl, August 28, 2003
    • 3 replies
    • 1.7k views
    • 
    • R. Butler
    • August 29, 2003

26. Participant Loan Age Limit

    By austin3515, August 26, 2003
    • 8 replies
    • 2.2k views
    • 
    • austin3515
    • August 29, 2003

27. Uni-k for a partner in partnership

    By Guest LTurner, August 28, 2003
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • August 29, 2003

28. Safe harbor

    By Guest jsinchi, August 28, 2003
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • August 28, 2003

29. Adding DB to 401(K)

    By pbarrett, July 30, 2003
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • August 28, 2003

30. does this constitute a controlled group?

    By Lori H, August 27, 2003
    • 1 reply
    • 1.2k views
    • 
    • actuarysmith
    • August 28, 2003

31. Profit Sharing as a Top Heavy Contrib

    By Brian Gallagher, August 28, 2003
    • 5 replies
    • 1.7k views
    • 
    • david rigby
    • August 28, 2003

32. new safe harbor 401k

    By Guest LTurner, August 28, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 28, 2003

33. Confused about coverage testing

    By Guest DIGMYDOG, August 27, 2003
    • 5 replies
    • 3.5k views
    • 
    • Tom Poje
    • August 28, 2003

34. Safe Harbor Question

    By Archimage, August 26, 2003
    • 13 replies
    • 2.2k views
    • 
    • Archimage
    • August 28, 2003

35. Top Heavy

    By Guest yarpstel, August 27, 2003
    • 2 replies
    • 1.4k views
    • 
    • jaemmons
    • August 27, 2003

36. Suspension of 401(k) contributions

    By Guest Giovanni, August 27, 2003
    • 1 reply
    • 1.5k views
    • 
    • MJ Hartman
    • August 27, 2003

37. Unusual 401k Loan Issue

    By Guest dskmh, August 26, 2003
    • 7 replies
    • 3.3k views
    • 
    • Guest
    • August 27, 2003

38. 401 K control group issue

    By Guest muzz, August 27, 2003
    • 1 reply
    • 1.8k views
    • 
    • Tom Poje
    • August 27, 2003

39. $5,000 Force-out

    By Guest koolkidd, August 26, 2003
    • 5 replies
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2003

40. MP merged into PS plan

    By Guest tws, August 26, 2003
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • August 26, 2003

41. Prohibited Transaction

    By Guest LTurner, August 25, 2003
    • 10 replies
    • 2.4k views
    • 
    • Guest
    • August 26, 2003

42. adp test, new plan spin-off

    By Guest carsonv, August 21, 2003
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • August 26, 2003

43. Trading Errors

    By austin3515, August 25, 2003
    • 5 replies
    • 2.3k views
    • 
    • austin3515
    • August 26, 2003

44. 401(k) Safe Harbor Hardship Withdrawals

    By Guest rocnrols2, August 26, 2003
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • August 26, 2003

45. 5500 disclosure

    By Guest oxdougw, August 25, 2003
    • 8 replies
    • 2k views
    • 
    • Guest
    • August 25, 2003

46. Rollover IRA and EGTRRA

    By Gilmore, August 23, 2003
    • 4 replies
    • 2.4k views
    • 
    • Belgarath
    • August 25, 2003

47. PEO / Distribution

    By Guest kgsingletary, August 25, 2003
    • 3 replies
    • 2.1k views
    • 
    • Alf
    • August 25, 2003

48. DC/DB survey information

    By Guest jhilliard, August 25, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 25, 2003

49. Top heavy vesting

    By Guest Toni Jo, August 22, 2003
    • 4 replies
    • 1.7k views
    • 
    • R. Butler
    • August 23, 2003

50. PEO's

    By MR, August 22, 2003
    • 2 replies
    • 1.3k views
    • 
    • GBurns
    • August 23, 2003