401(k) Plans

19,413 topics in this forum

1. Coverage Testing on Match Contributions

   By Guest Toni Jo, June 10, 2003
   • 5 replies
   • 2.6k views
   • 
   • MWeddell
   • June 13, 2003

2. Goodbye SEP, hello 401k

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

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

   By Guest twalters, June 2, 2003
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • June 12, 2003

4. Adding an After Tax Plan

   By Guest klg, June 12, 2003
   • 4 replies
   • 1.2k views
   • 
   • Tom Poje
   • June 12, 2003

5. Hardship distribution for Purpose of Principal Residence

   By Guest tonjer, March 18, 2003
   • 17 replies
   • 10.7k views
   • 
   • mbozek
   • June 12, 2003

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

   By Guest Robin S. Vatalaro, June 12, 2003
   • 2 replies
   • 1.4k views
   • 
   • mbozek
   • June 12, 2003

7. Shifting QMACs of HCEs to ADP

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

8. Ineligible Participants

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

9. Include SARSEP deferrals in average benefits test?

   By MR, June 11, 2003
   • 1 reply
   • 1.4k views
   • 
   • goldtpa
   • June 12, 2003

10. tax consequences of earnout paid to qualified plan

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

11. Asset Chagre By plan size

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

12. Code section 404(a) deductibility

    By Brian Gallagher, June 11, 2003
    • 1 reply
    • 1.6k views
    • 
    • R. Butler
    • June 11, 2003

13. Amending SIMPLE 401k to 401k

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

14. 415 Limit

    By John A, April 1, 2003
    • 8 replies
    • 3.4k views
    • 
    • Guest
    • June 11, 2003

15. 5500 Schedule of Assets Held

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

16. Illegal employee

    By Guest Mike Schwing, June 9, 2003
    • 21 replies
    • 8.7k views
    • 
    • GBurns
    • June 10, 2003

17. excess contribution

    By Guest ehayes, June 6, 2003
    • 2 replies
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 10, 2003

18. Trustee change - how handle document??

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

19. ADP Testing of an LLC

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

20. Bankruptcy

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

21. Available Loan Amount with Multiple Loans

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

22. Safe Harbor Matches and Top Heavy...

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

23. Mandatory withholding

    By Guest cosmo01, June 9, 2003
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • June 9, 2003

24. IRA ROLLOVER

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

25. Churches and 401(k) Plans

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

26. Can a participant elect out of loan repayments?

    By Guest Amanda Davis, June 3, 2003
    • 5 replies
    • 1.9k views
    • 
    • RCK
    • June 6, 2003

27. Return Hardship Withdrawal

    By Guest Kemily, June 5, 2003
    • 3 replies
    • 2k views
    • 
    • mbozek
    • June 6, 2003

28. Allocation of ER Match

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

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

    By Brian Gallagher, June 4, 2003
    • 9 replies
    • 13.4k views
    • 
    • Mary Kay Foss
    • June 6, 2003

30. Black out notice for pooled accounting

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

31. Top Heavy

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

32. Plan Fee Reimbursement

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

33. Are Revenue Sharing Fees Part of Plan Assets?

    By Guest jmiskey, June 3, 2003
    • 9 replies
    • 3.1k views
    • 
    • MoJo
    • June 5, 2003

34. Plan Reimbursement of Plan Sponsor

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

35. Safe Harbor 401k Plan

    By Guest DeePA, June 4, 2003
    • 1 reply
    • 1.9k views
    • 
    • R. Butler
    • June 4, 2003

36. DoL Advisory Opinion Fee

    By Guest SCHAEFM2, May 29, 2003
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • June 4, 2003

37. Statutory Exclusions

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

38. Distribution Prior to a Plan restating to egtrra

    By Guest jkrad, June 3, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • June 3, 2003

39. Sarbanes OxleySection 906 Certification

    By Guest hank, May 14, 2003
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • June 3, 2003

40. Profit Sharing Plan & Annuities

    By Guest Ddalk, May 30, 2003
    • 5 replies
    • 3.5k views
    • 
    • Guest
    • June 3, 2003

41. Available Amount for New Loan 2 Existing Loans

    By Guest ROB VIDOVICH, June 3, 2003
    • 1 reply
    • 1.5k views
    • 
    • WDIK
    • June 3, 2003

42. SARSEP rollovers

    By Guest buyertoday, June 3, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 3, 2003

43. LLCs, LLPs- business entities and compensation

    By Guest Napili, June 1, 2003
    • 3 replies
    • 1.3k views
    • 
    • Mike Preston
    • June 3, 2003

44. Safe Harbor and top heavy

    By Guest philc, June 2, 2003
    • 1 reply
    • 994 views
    • 
    • Blinky the 3-eyed Fish
    • June 2, 2003

45. How to Correct for Ineligible Employee Participant

    By Guest ralar, June 2, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • June 2, 2003

46. ER deductions

    By Guest sritts, May 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • ErisaGeek
    • June 2, 2003

47. IRA assets into 401k

    By Guest LTurner, May 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • k man
    • June 2, 2003

48. Top heavy minimum with frozen DB + 401(k)

    By Guest Judy S, June 2, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 2, 2003

49. Hardship Distribution

    By katieinny, May 30, 2003
    • 3 replies
    • 1.2k views
    • 
    • katieinny
    • May 30, 2003

50. Tax Withholding on Corrective Distributions

    By Guest rkmarkus, May 29, 2003
    • 3 replies
    • 3.7k views
    • 
    • Tom Poje
    • May 29, 2003