401(k) Plans

19,299 topics in this forum

1. Match Correction

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

2. In-Kind Distributions

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

3. ADP/ACP Testing

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

4. Failure To Make Contribution

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

5. successor plan and adp testing

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

6. ADP test and HCE w/ $0 comp

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

7. Maximum Loan in Daily Valuation Plan

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

8. participant direction of nonvested assets?

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

9. Deadline Extension

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

10. ADP/ACP Test

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

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

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

12. HCE in multiple plans and ADP testing

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

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

    By JWK, November 22, 2000
    • 19 replies
    • 5.9k views
    • 
    • stephen
    • February 28, 2003

14. Prior Year/Current Year Testing

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

15. compensation in safe harbor plan

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

16. Requesting extension for 3/15 deadlines

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

17. Safe Harbor Ne Plan With Simple

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

18. match & top heavy min

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

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

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

20. ADP refund deadline

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

21. Catchup contributions in nondeferral plans?

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

22. ACP Safe Harbor

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

23. EGTRRA Conformance

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

24. ADP refunds after the participant distributed.

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

25. late deposits and form 5330

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

26. eligibility/entry date ???'s re 401(K)

    By chris, February 5, 2003
    • 7 replies
    • 2.7k views
    • 
    • austin3515
    • February 27, 2003

27. Ineligible Distribution

    By Guest Amanda Davis, February 26, 2003
    • 6 replies
    • 4.2k views
    • 
    • Appleby
    • February 26, 2003

28. ADP Compensation

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

29. Exclusions from top paid group

    By Guest lforesz, February 24, 2003
    • 2 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • February 26, 2003

30. transfer of assets

    By Guest Smitty848, February 12, 2003
    • 17 replies
    • 2.1k views
    • 
    • Mike Preston
    • February 26, 2003

31. Top Heavy Test & Safe Harbor Plan

    By doombuggy, February 13, 2003
    • 8 replies
    • 3.4k views
    • 
    • Tom Poje
    • February 25, 2003

32. Reverse QNEC's

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

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

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

34. 401(k) Safe harbor Compensation

    By alexa, February 13, 2003
    • 11 replies
    • 3.6k views
    • 
    • Guest
    • February 25, 2003

35. Collectively Bargained Employees

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

36. Court order to stop and refund loan repayments

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

37. safe harbor 3% non-elective 401(k) deduction limits

    By Guest Mike Kimball, December 29, 1999
    • 8 replies
    • 3.2k views
    • 
    • Tom Poje
    • February 24, 2003

38. 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

39. Incorrect deferals and Match

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

40. Legal Entity Change

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

41. Negative (passive) enrollment feedback

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

42. Another Top Heavy Question

    By Guest KD40, February 7, 2003
    • 9 replies
    • 2.1k views
    • 
    • Earl
    • February 22, 2003

43. 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

44. Top Heavy, HCE distributions

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

45. 401(k) black out notices

    By Guest susa, February 3, 2003
    • 3 replies
    • 2.3k views
    • 
    • Lynn Campbell
    • February 21, 2003

46. Sarbanes-Oxley Blackout Notice Issues

    By Guest Jose Rosario, February 6, 2003
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • February 21, 2003

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

    By Guest DeePA, February 20, 2003
    • 15 replies
    • 2.6k views
    • 
    • Mike Preston
    • February 21, 2003

48. Last Day Rule question

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

49. Leveraged Stock transfer to new plan

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

50. safe harbor plans

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