401(k) Plans

19,320 topics in this forum

1. 404(c) compliance

   By Guest Dolores Lawrence, February 28, 2003
   • 13 replies
   • 3.4k views
   • 
   • KJohnson
   • March 31, 2003

2. Excluding Statutorily Excludable EEs from QNECs

   By Guest MAWalsh, February 28, 2003
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • March 4, 2003

3. participant direction of nonvested assets?

   By Guest MarshaMay, February 28, 2003
   • 3 replies
   • 1.3k views
   • 
   • E as in ERISA
   • February 28, 2003

4. Prior Year/Current Year Testing

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

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

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

6. match & top heavy min

   By Guest greggi39, February 27, 2003
   • 1 reply
   • 1.4k views
   • 
   • jaemmons
   • February 27, 2003

7. Safe Harbor Ne Plan With Simple

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

8. ADP refund deadline

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

9. Catchup contributions in nondeferral plans?

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

10. HCE in multiple plans and ADP testing

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

11. 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

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

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

13. late deposits and form 5330

    By eilano, February 26, 2003
    • 1 reply
    • 2.1k views
    • 
    • austin3515
    • February 27, 2003

14. ADP test and HCE w/ $0 comp

    By dmb, February 26, 2003
    • 14 replies
    • 3.3k views
    • 
    • Gilmore
    • March 3, 2003

15. ADP refunds after the participant distributed.

    By Guest JennNew, February 26, 2003
    • 1 reply
    • 1.7k views
    • 
    • ccassetty
    • February 27, 2003

16. Maximum Loan in Daily Valuation Plan

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

17. Deadline Extension

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

18. compensation in safe harbor plan

    By betheeg, February 26, 2003
    • 3 replies
    • 1.2k views
    • 
    • jaemmons
    • February 28, 2003

19. Ineligible Distribution

    By Guest Amanda Davis, February 26, 2003
    • 6 replies
    • 4.3k views
    • 
    • Appleby
    • February 26, 2003

20. ADP Compensation

    By Guest Chris May, February 26, 2003
    • 2 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 26, 2003

21. Two plans - one brokerage account

    By BFree, February 26, 2003
    • 14 replies
    • 2.7k views
    • 
    • Guest
    • January 17, 2013

22. SIMPLE IRA transferred into safe harbor 401(k)

    By Guest PES, February 25, 2003
    • 1 reply
    • 906 views
    • 
    • Appleby
    • February 25, 2003

23. Individual self directed subaccounts restricted to a specified minimum

    By Guest Joe Twidwell, February 25, 2003
    • 22 replies
    • 3.7k views
    • 
    • mbozek
    • April 26, 2003

24. Exclusions from top paid group

    By Guest lforesz, February 24, 2003
    • 2 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • February 26, 2003

25. Collectively Bargained Employees

    By Guest Giovanni, February 24, 2003
    • 1 reply
    • 1.3k views
    • 
    • QDROphile
    • February 25, 2003

26. Court order to stop and refund loan repayments

    By Guest koolkid, February 24, 2003
    • 3 replies
    • 1.1k views
    • 
    • mbozek
    • February 24, 2003

27. ADP/ACP Testing Method Change

    By Guest Henry P. Schneider, February 24, 2003
    • 9 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • March 27, 2003

28. Match Correction

    By Archimage, February 24, 2003
    • 1 reply
    • 1.7k views
    • 
    • ccassetty
    • March 4, 2003

29. Correction for Loan In Excess of Legal Limit

    By Guest lislee, February 24, 2003
    • 2 replies
    • 1.4k views
    • 
    • E as in ERISA
    • February 24, 2003

30. Legal Entity Change

    By Guest Lex, February 23, 2003
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • February 24, 2003

31. Negative (passive) enrollment feedback

    By Brian Gallagher, February 21, 2003
    • 2 replies
    • 1.7k views
    • 
    • RCK
    • February 22, 2003

32. Can a compnay cash out a 401(k) with unfinished paperwork?

    By Guest Michael Anderson, February 21, 2003
    • 8 replies
    • 1.4k views
    • 
    • RCK
    • February 21, 2003

33. Reverse QNEC's

    By Guest KD40, February 21, 2003
    • 9 replies
    • 2k views
    • 
    • KJohnson
    • February 25, 2003

34. Top Heavy, HCE distributions

    By Guest LTurner, February 20, 2003
    • 10 replies
    • 2k views
    • 
    • Gilmore
    • February 21, 2003

35. Incorrect deferals and Match

    By Guest kelly9522, February 20, 2003
    • 7 replies
    • 1.4k views
    • 
    • E as in ERISA
    • February 24, 2003

36. Leveraged Stock transfer to new plan

    By Guest andmik, February 20, 2003
    • 0 replies
    • 930 views
    • 
    • Guest
    • February 20, 2003

37. Last Day Rule question

    By Guest KD40, February 20, 2003
    • 2 replies
    • 1.3k views
    • 
    • austin3515
    • February 20, 2003

38. safe harbor plans

    By Guest Jane Freeman, February 20, 2003
    • 1 reply
    • 1k views
    • 
    • R. Butler
    • February 20, 2003

39. employer coding 401(k) deferrals as after tax on W-2 for one HCE...wha

    By Guest DeePA, February 20, 2003
    • 15 replies
    • 2.7k views
    • 
    • Mike Preston
    • February 21, 2003

40. Requesting extension for 3/15 deadlines

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

41. Too Many Excluded EE's

    By Guest Mike Schwing, February 19, 2003
    • 1 reply
    • 1.2k views
    • 
    • MWeddell
    • February 19, 2003

42. Prior Year ADP & Current Year ACP Testing

    By Guest ChopperPilot, February 19, 2003
    • 4 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 20, 2003

43. Easy question - HCE?

    By Guest CCarter, February 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • david rigby
    • February 18, 2003

44. Employee Plans Compliance Resolution System

    By Guest Bahrman, February 18, 2003
    • 1 reply
    • 1.3k views
    • 
    • Alf
    • February 18, 2003

45. top heavy safe harbor plan with forfeiture reallocation

    By MR, February 18, 2003
    • 6 replies
    • 2.2k views
    • 
    • 2muchstress
    • February 19, 2003

46. Wrap-around Arrangement

    By Guest koolkid, February 18, 2003
    • 7 replies
    • 2.1k views
    • 
    • david rigby
    • February 18, 2003

47. Termination Date when maternity leave employee does not return to work

    By Guest DeePA, February 18, 2003
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • February 18, 2003

48. OVer-distribution from defined contribution plan

    By Guest W Kelleher, February 17, 2003
    • 17 replies
    • 3.1k views
    • 
    • Appleby
    • March 31, 2003

49. ADP failure for 2001

    By wsp, February 17, 2003
    • 1 reply
    • 1k views
    • 
    • Blinky the 3-eyed Fish
    • February 17, 2003

50. 501(c)(6) tax exempt organization

    By Guest km6719, February 14, 2003
    • 1 reply
    • 1.3k views
    • 
    • jaemmons
    • February 14, 2003