401(k) Plans

19,320 topics in this forum

1. Otherwise excludable employees and elapsed time method

   By Guest BJ, February 14, 2003
   • 1 reply
   • 2.8k views
   • 
   • Blinky the 3-eyed Fish
   • February 14, 2003

2. Trustee designation

   By Guest Pat Metallic, February 14, 2003
   • 2 replies
   • 1.3k views
   • 
   • jaemmons
   • February 14, 2003

3. Form 1099R & MRD

   By Guest jim williams, February 14, 2003
   • 1 reply
   • 1.5k views
   • 
   • Mary Kay Foss
   • February 15, 2003

4. Top Heavy Test

   By FJR, February 14, 2003
   • 1 reply
   • 1.1k views
   • 
   • jaemmons
   • February 14, 2003

5. 401(k) Withdrawals while still working

   By Guest blackacre, February 13, 2003
   • 8 replies
   • 2.7k views
   • 
   • Mike Preston
   • February 14, 2003

6. HCEs in the First Year of a Plan

   By Guest MAWalsh, February 13, 2003
   • 1 reply
   • 1.3k views
   • 
   • Mike Preston
   • February 13, 2003

7. ADP & Catch-up

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

8. Top Heavy Test & Safe Harbor Plan

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

9. Controlled Group - Testing & Allocations

   By Guest Chris May, February 13, 2003
   • 11 replies
   • 3.6k views
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   • RTK
   • February 14, 2003

10. 401(k) Safe harbor Compensation

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

11. 501(c)3 and LLC

    By Guest hpaine, February 12, 2003
    • 11 replies
    • 3.7k views
    • 
    • E as in ERISA
    • February 14, 2003

12. New plan for 401(k) safe-harbor adoption?

    By Guest jody303, February 12, 2003
    • 0 replies
    • 991 views
    • 
    • Guest
    • February 12, 2003

13. Electing out of a plan

    By Guest taj32z, February 12, 2003
    • 4 replies
    • 1.3k views
    • 
    • Mike Preston
    • February 12, 2003

14. Controlled group that separates

    By Guest JDVJr, February 12, 2003
    • 1 reply
    • 1k views
    • 
    • E as in ERISA
    • February 12, 2003

15. Unused Sick Time Payments

    By DTH, February 12, 2003
    • 0 replies
    • 1.2k views
    • 
    • DTH
    • February 12, 2003

16. USSERA Tax Reporting

    By Guest cjk, February 12, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 12, 2003

17. transfer of assets

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

18. Maximum deferral...

    By Guest RONNIE WASEL, February 12, 2003
    • 2 replies
    • 1.1k views
    • 
    • ccassetty
    • February 12, 2003

19. Life Insurance as plan investment; incidental benefit rule violated; h

    By Guest Lex, February 12, 2003
    • 2 replies
    • 3.7k views
    • 
    • mbozek
    • February 12, 2003

20. Antialienation/ IRS Tax Levy

    By Guest tonjer, February 11, 2003
    • 23 replies
    • 6.4k views
    • 
    • Guest
    • February 14, 2003

21. 401k for US co. owned 100% by German Company--Control Group???

    By Guest belfers@langgroup.com, February 11, 2003
    • 4 replies
    • 1.3k views
    • 
    • jpod
    • February 11, 2003

22. Is loan for participant's primary residence if proceeds used to pay of

    By Guest kelly9522, February 10, 2003
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • February 11, 2003

23. Aggregating a Safe Harbor and a Non-Safe Harbor

    By austin3515, February 10, 2003
    • 12 replies
    • 3.3k views
    • 
    • austin3515
    • February 14, 2003

24. Safe Harbor/Top Heavy Plan

    By Guest LoloV, February 10, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 10, 2003

25. Targeted QNEC's

    By Guest blaum8, February 10, 2003
    • 8 replies
    • 3.7k views
    • 
    • Mike Preston
    • February 11, 2003

26. HCE compensation W-2 vs. 1099 income

    By Guest TLCPension, February 10, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • February 10, 2003

27. differing match for various companies under common control

    By Guest EBGEEK, February 8, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • February 9, 2003

28. Another Top Heavy Question

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

29. Who gets top heavy minimum

    By Guest lforesz, February 7, 2003
    • 1 reply
    • 2.5k views
    • 
    • austin3515
    • February 8, 2003

30. Do the rules of converting a regular 401(k) to a safe harbor 401(k) re

    By Archimage, February 7, 2003
    • 6 replies
    • 1.7k views
    • 
    • Archimage
    • February 10, 2003

31. Allocations - Eligibility

    By Archimage, February 7, 2003
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • February 8, 2003

32. Catch-up contributions included in ADP/ACP tests?

    By Guest jkrad, February 7, 2003
    • 4 replies
    • 2.5k views
    • 
    • QDROphile
    • February 10, 2003

33. Top Heavy question regarding a "Former" Key EE

    By Guest KD40, February 6, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • February 7, 2003

34. Non-safe harbor Hardship Withdrawal

    By Guest JDL, February 6, 2003
    • 4 replies
    • 6.4k views
    • 
    • austin3515
    • February 8, 2003

35. 415 and 404

    By Guest RBeck, February 6, 2003
    • 9 replies
    • 2.3k views
    • 
    • Guest
    • February 7, 2003

36. 402g Failure Question

    By Guest KD40, February 6, 2003
    • 3 replies
    • 3.8k views
    • 
    • Tom Poje
    • February 10, 2003

37. Sarbanes-Oxley Blackout Notice Issues

    By Guest Jose Rosario, February 6, 2003
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • February 21, 2003

38. 402(g) violations for HCEs

    By jaemmons, February 6, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 6, 2003

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

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

40. RMD Question

    By Guest SueJ, February 5, 2003
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • February 7, 2003

41. peo and commonly controlled company

    By Guest CAM223, February 5, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 5, 2003

42. HCE Question

    By Guest KD40, February 5, 2003
    • 1 reply
    • 1k views
    • 
    • Fredman
    • February 5, 2003

43. USERRA Amendment

    By Guest ooota, February 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • KJohnson
    • February 5, 2003

44. 3% NEC Safe Harbor w/ permitted disparity PS allocation

    By dmb, February 5, 2003
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 5, 2003

45. Mortgage loan early pay-off; have to pay all interest that would have

    By Lori H, February 5, 2003
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • February 5, 2003

46. Plan document versus trust agreement versus proxy statement. which go

    By fidu, February 5, 2003
    • 4 replies
    • 1.8k views
    • 
    • Kirk Maldonado
    • February 6, 2003

47. 1099R code for an excess IRA contribution?

    By Guest UKH, February 4, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • February 5, 2003

48. Testing Question regarding Forfeitures

    By Guest KD40, February 4, 2003
    • 4 replies
    • 1.3k views
    • 
    • Tom Poje
    • February 5, 2003

49. Hardship Withdrawal from Rollover Source

    By Guest sroenigk, February 4, 2003
    • 9 replies
    • 5k views
    • 
    • E as in ERISA
    • February 5, 2003

50. Top Heavy

    By Guest PJR, February 4, 2003
    • 4 replies
    • 1.5k views
    • 
    • Mike Preston
    • February 8, 2003