401(k) Plans

19,275 topics in this forum

1. Forfeiture Suspense Account for Matching Contributions

   By Guest blaum8, March 7, 2003
   • 3 replies
   • 5.5k views
   • 
   • Mike Preston
   • March 7, 2003

2. dual eligibility for full time/part time in safe harbor plan

   By JanetM, March 7, 2003
   • 0 replies
   • 1.4k views
   • 
   • JanetM
   • March 7, 2003

3. Current Availablity Test - different match for different service level

   By John A, March 5, 2003
   • 3 replies
   • 1.5k views
   • 
   • Tom Poje
   • March 7, 2003

4. 410(b)(6)(C) Transition Rules

   By R. Butler, March 4, 2003
   • 4 replies
   • 3.5k views
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   • R. Butler
   • March 7, 2003

5. ADP Excesses

   By Brian Gallagher, March 7, 2003
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • March 7, 2003

6. Top 20% Rule for identifying HCE's?

   By Guest KD40, March 7, 2003
   • 1 reply
   • 3.7k views
   • 
   • Blinky the 3-eyed Fish
   • March 7, 2003

7. Timing of elective deferral contributions.

   By katieinny, March 7, 2003
   • 5 replies
   • 1.5k views
   • 
   • E as in ERISA
   • March 7, 2003

8. Does the 408(m)(3) apply to individually directed accounts in a 401(a)

   By Guest Thornton, March 6, 2003
   • 4 replies
   • 2k views
   • 
   • E as in ERISA
   • March 7, 2003

9. Catch-up/415 Limit

   By Guest Giovanni, March 7, 2003
   • 2 replies
   • 1.7k views
   • 
   • Mike Preston
   • March 7, 2003

10. Prior Year ADP testing and plan imposed 15% limit exceeded by NHCE

    By Guest crosseyedtester, March 4, 2003
    • 5 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 7, 2003

11. Control group with tax-exempt subsidiary

    By Guest JDL, March 6, 2003
    • 9 replies
    • 3.3k views
    • 
    • Guest
    • March 7, 2003

12. 2002 Top Heavy Determination and Prior Distributions

    By Guest crosseyedtester, March 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2003

13. High minimum investment discriminatory??

    By Guest halka, March 4, 2003
    • 4 replies
    • 1.5k views
    • 
    • Jon Chambers
    • March 6, 2003

14. Safe Harbor Match

    By Guest jkrad, March 5, 2003
    • 9 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2003

15. Monitoring excessive trades

    By Guest W Kelleher, March 6, 2003
    • 0 replies
    • 900 views
    • 
    • Guest
    • March 6, 2003

16. Top Heavy min contribution

    By dmb, March 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • Tom Poje
    • March 6, 2003

17. 401K divorced spouse rights

    By Guest wolf, March 6, 2003
    • 5 replies
    • 1.3k views
    • 
    • mbozek
    • March 6, 2003

18. Final Loan Regs

    By Guest lforesz, December 4, 2002
    • 11 replies
    • 1.9k views
    • 
    • E as in ERISA
    • March 5, 2003

19. Treasury Regs on the web

    By Brian Gallagher, March 4, 2003
    • 4 replies
    • 1.2k views
    • 
    • GBurns
    • March 5, 2003

20. LAte Deposit of Ee deferrals

    By austin3515, March 4, 2003
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • March 4, 2003

21. Blackout period

    By Rai401k, March 4, 2003
    • 10 replies
    • 2.7k views
    • 
    • Kirk Maldonado
    • March 4, 2003

22. HCE lookback in cases of acquisition and merger

    By Guest LMalone, March 4, 2003
    • 1 reply
    • 1.6k views
    • 
    • E as in ERISA
    • March 4, 2003

23. Hardship withdrawals-did withholding rules change recently???

    By Guest DeePA, March 4, 2003
    • 3 replies
    • 1.3k views
    • 
    • jaemmons
    • March 4, 2003

24. DATAIR 401(k) ADP Test Result

    By Guest ChopperPilot, March 4, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 2003

25. Excluding Statutorily Excludable EEs from QNECs

    By Guest MAWalsh, February 28, 2003
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 4, 2003

26. Canadian citizens living and working in Canada, paid in Canadian curre

    By John A, February 27, 2003
    • 7 replies
    • 2.5k views
    • 
    • John A
    • March 4, 2003

27. Match Correction

    By Archimage, February 24, 2003
    • 1 reply
    • 1.6k views
    • 
    • ccassetty
    • March 4, 2003

28. In-Kind Distributions

    By Guest erisafried, March 2, 2003
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • March 3, 2003

29. ADP/ACP Testing

    By Guest jkrad, February 28, 2003
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • March 3, 2003

30. Failure To Make Contribution

    By goldtpa, February 28, 2003
    • 4 replies
    • 1.9k views
    • 
    • mbozek
    • March 3, 2003

31. successor plan and adp testing

    By Guest pjg, March 3, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 3, 2003

32. ADP test and HCE w/ $0 comp

    By dmb, February 26, 2003
    • 14 replies
    • 3.2k views
    • 
    • Gilmore
    • March 3, 2003

33. Maximum Loan in Daily Valuation Plan

    By Guest jmourgos, February 26, 2003
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • February 28, 2003

34. participant direction of nonvested assets?

    By Guest MarshaMay, February 28, 2003
    • 3 replies
    • 1.2k views
    • 
    • E as in ERISA
    • February 28, 2003

35. Deadline Extension

    By Guest andmik, February 26, 2003
    • 10 replies
    • 2.7k views
    • 
    • Guest
    • February 28, 2003

36. ADP/ACP Test

    By Guest Joanne Davey, February 28, 2003
    • 0 replies
    • 835 views
    • 
    • Guest
    • February 28, 2003

37. EGTRRA Amendments-You'll want to read this.

    By Guest dietpepsi, February 27, 2003
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • February 28, 2003

38. HCE in multiple plans and ADP testing

    By RCK, February 27, 2003
    • 5 replies
    • 2.3k views
    • 
    • RCK
    • February 28, 2003

39. Employer's profit-sharing and money purchase programs are under a sing

    By JWK, November 22, 2000
    • 19 replies
    • 5.8k views
    • 
    • stephen
    • February 28, 2003

40. Prior Year/Current Year Testing

    By Gilmore, February 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • Gilmore
    • February 28, 2003

41. compensation in safe harbor plan

    By betheeg, February 26, 2003
    • 3 replies
    • 1.1k views
    • 
    • jaemmons
    • February 28, 2003

42. Requesting extension for 3/15 deadlines

    By R. Butler, February 20, 2003
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • February 28, 2003

43. Safe Harbor Ne Plan With Simple

    By Guest LTurner, February 27, 2003
    • 3 replies
    • 988 views
    • 
    • Guest
    • February 27, 2003

44. match & top heavy min

    By Guest greggi39, February 27, 2003
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • February 27, 2003

45. Compliance testing for HCEs who worked for predecessor employer.

    By katieinny, February 27, 2003
    • 4 replies
    • 1.7k views
    • 
    • katieinny
    • February 27, 2003

46. ADP refund deadline

    By Guest Lex, February 27, 2003
    • 1 reply
    • 2.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 27, 2003

47. Catchup contributions in nondeferral plans?

    By Guest Thornton, February 27, 2003
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • February 27, 2003

48. ACP Safe Harbor

    By Guest dmdoug, January 14, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 27, 2003

49. EGTRRA Conformance

    By Guest Jose Rosario, May 13, 2002
    • 19 replies
    • 3k views
    • 
    • Guest
    • February 27, 2003

50. ADP refunds after the participant distributed.

    By Guest JennNew, February 26, 2003
    • 1 reply
    • 1.6k views
    • 
    • ccassetty
    • February 27, 2003