401(k) Plans

19,319 topics in this forum

1. deferral exceed comp for SE

   By Guest tracys, April 15, 2003
   • 5 replies
   • 2.9k views
   • 
   • Guest
   • April 24, 2003

2. 404 and deferrals from after-year-end bouns.

   By KJohnson, April 23, 2003
   • 2 replies
   • 1.5k views
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   • KJohnson
   • April 24, 2003

3. Top Heavy Question

   By Guest mattman, April 23, 2003
   • 3 replies
   • 1.2k views
   • 
   • Guest
   • April 24, 2003

4. SIMPLE IRA

   By Guest koolkid, April 24, 2003
   • 2 replies
   • 1.2k views
   • 
   • Guest
   • April 24, 2003

5. Prohibited Transactions

   By Guest allanH, April 23, 2003
   • 1 reply
   • 1.2k views
   • 
   • Guest
   • April 23, 2003

6. Plan Termination?

   By Guest Michael Anderson, April 22, 2003
   • 2 replies
   • 1.2k views
   • 
   • mbozek
   • April 23, 2003

7. Correcting excess annual additions

   By Guest planman, April 22, 2003
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • April 22, 2003

8. Multiple-employer Plans

   By DTH, April 14, 2003
   • 9 replies
   • 1.8k views
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   • GBurns
   • April 21, 2003

9. Safe Harbor Plan

   By Guest JJC, April 21, 2003
   • 3 replies
   • 1.2k views
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   • R. Butler
   • April 21, 2003

10. ADP & Catch-up

    By Guest Rosemary Raymer, February 13, 2003
    • 12 replies
    • 2.7k views
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    • MGB
    • April 21, 2003

11. Schedule T of Form 5500

    By Guest BCoffey, April 18, 2003
    • 3 replies
    • 1.3k views
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    • Brian Gallagher
    • April 21, 2003

12. Matching contributions

    By Guest jim williams, April 17, 2003
    • 3 replies
    • 1.1k views
    • 
    • Guest
    • April 18, 2003

13. Pending Guidance

    By Guest Napili, April 17, 2003
    • 5 replies
    • 1.4k views
    • 
    • MGB
    • April 18, 2003

14. PEO Converting to Multiple Employer Plan

    By Guest tws, April 17, 2003
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • April 18, 2003

15. Loans & Hardships

    By Brian Gallagher, March 28, 2003
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • April 17, 2003

16. after tax contributions

    By Guest buyertoday, April 16, 2003
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • April 17, 2003

17. Prohibited Transactions

    By Guest Fidu2, April 4, 2003
    • 10 replies
    • 1.7k views
    • 
    • Demosthenes
    • April 16, 2003

18. Availability of Different Rates of Match

    By Guest merlin, April 14, 2003
    • 7 replies
    • 1.9k views
    • 
    • MWeddell
    • April 15, 2003

19. Late deposit due to mail service

    By Guest SueJ, April 15, 2003
    • 3 replies
    • 1.2k views
    • 
    • GBurns
    • April 15, 2003

20. 401(k) and church plan

    By Guest susa, April 15, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 15, 2003

21. Military Leave

    By Guest At Peace, March 3, 2003
    • 16 replies
    • 4.8k views
    • 
    • Belgarath
    • April 14, 2003

22. "Double" Distribution

    By k man, April 10, 2003
    • 3 replies
    • 1.4k views
    • 
    • bzorc
    • April 14, 2003

23. USERRA Make-up Contributions

    By Guest jdw, April 11, 2003
    • 1 reply
    • 2k views
    • 
    • ccassetty
    • April 14, 2003

24. Plan Mergers

    By Guest Mary Snyder, April 11, 2003
    • 1 reply
    • 1.1k views
    • 
    • MWeddell
    • April 11, 2003

25. SUSPEND SAFE HARBOR MATCH

    By Guest ROB VIDOVICH, April 9, 2003
    • 4 replies
    • 1.9k views
    • 
    • MWeddell
    • April 11, 2003

26. Excess Annual Additions - 401(k) Refund?

    By Medusa, April 9, 2003
    • 2 replies
    • 3.6k views
    • 
    • Medusa
    • April 10, 2003

27. TOP HEAVY PLAN IN-SERVICE DISTRIBUTION

    By Guest ROB VIDOVICH, April 9, 2003
    • 5 replies
    • 2.5k views
    • 
    • Brian Gallagher
    • April 10, 2003

28. 10% Withholding on Excess Contributions?

    By Guest KD40, April 9, 2003
    • 4 replies
    • 3.3k views
    • 
    • MWeddell
    • April 10, 2003

29. Frozen pension Plan

    By Guest bmurphy, April 9, 2003
    • 4 replies
    • 2k views
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    • mbozek
    • April 10, 2003

30. Company Match

    By Guest TimO, April 9, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • April 9, 2003

31. Contributing to more than one Plan

    By Guest TLCPension, April 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 9, 2003

32. Otherwise excludible - 0 NHCES

    By Guest Chris May, March 5, 2003
    • 7 replies
    • 1.4k views
    • 
    • Archimage
    • April 9, 2003

33. Gateway Otherwise Excludible and ADP

    By Guest chris4013, April 8, 2003
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • April 8, 2003

34. Another TH 401(k) Issue

    By Guest TitusracerX, April 7, 2003
    • 10 replies
    • 1.4k views
    • 
    • R. Butler
    • April 8, 2003

35. top 20%

    By Guest greggi39, April 8, 2003
    • 1 reply
    • 1k views
    • 
    • Tom Poje
    • April 8, 2003

36. Contribution allocation

    By FAPInJax, April 8, 2003
    • 1 reply
    • 1.2k views
    • 
    • GBurns
    • April 8, 2003

37. Funding a Profit Sharing Plan

    By Guest Kala, April 7, 2003
    • 4 replies
    • 3.4k views
    • 
    • Belgarath
    • April 8, 2003

38. financial audit and multiple ER plan

    By PensionNewbee, April 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • PensionNewbee
    • April 7, 2003

39. Hardship withdrawal

    By Guest Ed Walker, April 7, 2003
    • 1 reply
    • 1.1k views
    • 
    • maverick
    • April 7, 2003

40. ACP/Top Heavy Adjustments

    By pbarrett, April 4, 2003
    • 1 reply
    • 1.1k views
    • 
    • ccassetty
    • April 7, 2003

41. Triggerring the Top Heavy Minimum

    By Guest chris4013, April 4, 2003
    • 6 replies
    • 1.9k views
    • 
    • Tom Poje
    • April 7, 2003

42. Effectively connected income

    By John A, April 7, 2003
    • 0 replies
    • 2.7k views
    • 
    • John A
    • April 7, 2003

43. safe-harbor 401(k) / top-heavy

    By kmciver, March 21, 2003
    • 18 replies
    • 3.3k views
    • 
    • Mike Preston
    • April 7, 2003

44. "loan balance" when considering max amount

    By Brian Gallagher, April 3, 2003
    • 6 replies
    • 1.6k views
    • 
    • Mike Preston
    • April 7, 2003

45. Surrender Fees

    By Guest chris4013, April 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • April 6, 2003

46. HOW I CRAWLED OUT OF MY DEBT

    By Guest alex82, April 4, 2003
    • 3 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • April 5, 2003

47. 401(k) with quarterly valuation. How does the plan force the retiring

    By mal, March 7, 2003
    • 3 replies
    • 1.4k views
    • 
    • david rigby
    • April 5, 2003

48. Treas Reg 1.72(p)1, Q&A-10

    By Brian Gallagher, April 4, 2003
    • 4 replies
    • 5.3k views
    • 
    • david rigby
    • April 5, 2003

49. Record Retention--DOL Final Rules

    By Guest Sparky, April 4, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • April 4, 2003

50. Negative Elections ~ specified amount automatically contributed!

    By Guest Philip Simpkins, August 7, 2002
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • April 4, 2003