401(k) Plans

19,299 topics in this forum

1. Prior Year ADP & Current Year ACP Testing

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

2. top heavy safe harbor plan with forfeiture reallocation

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

3. Too Many Excluded EE's

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

4. Wrap-around Arrangement

   By Guest koolkid, February 18, 2003
   • 7 replies
   • 2k views
   • 
   • david rigby
   • February 18, 2003

5. Easy question - HCE?

   By Guest CCarter, February 18, 2003
   • 2 replies
   • 1k views
   • 
   • david rigby
   • February 18, 2003

6. 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

7. Employee Plans Compliance Resolution System

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

8. ADP failure for 2001

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

9. Form 1099R & MRD

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

10. Controlled Group - Testing & Allocations

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

11. Antialienation/ IRS Tax Levy

    By Guest tonjer, February 11, 2003
    • 23 replies
    • 6.3k views
    • 
    • Guest
    • February 14, 2003

12. 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

13. 501(c)(6) tax exempt organization

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

14. 401(k) Withdrawals while still working

    By Guest blackacre, February 13, 2003
    • 8 replies
    • 2.6k views
    • 
    • Mike Preston
    • February 14, 2003

15. 501(c)3 and LLC

    By Guest hpaine, February 12, 2003
    • 11 replies
    • 3.6k views
    • 
    • E as in ERISA
    • February 14, 2003

16. Trustee designation

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

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

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

18. Top Heavy Test

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

19. HCEs in the First Year of a Plan

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

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

    By Guest Lex, February 12, 2003
    • 2 replies
    • 3.6k views
    • 
    • mbozek
    • February 12, 2003

21. Controlled group that separates

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

22. Electing out of a plan

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

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

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

24. Unused Sick Time Payments

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

25. USSERA Tax Reporting

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

26. Maximum deferral...

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

27. 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

28. 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

29. Targeted QNEC's

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

30. 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

31. Safe Harbor/Top Heavy Plan

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

34. 402g Failure Question

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

35. differing match for various companies under common control

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

36. Top Heavy

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

37. Allocations - Eligibility

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

38. Who gets top heavy minimum

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

39. Non-safe harbor Hardship Withdrawal

    By Guest JDL, February 6, 2003
    • 4 replies
    • 6.3k views
    • 
    • austin3515
    • February 8, 2003

40. 415 and 404

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

41. 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

42. RMD Question

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

43. 402(g) violations for HCEs

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

44. 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

45. peo and commonly controlled company

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

46. Owner's spouse has wages but no hours.

    By KateSmithPA, February 4, 2003
    • 10 replies
    • 3.9k views
    • 
    • KateSmithPA
    • February 5, 2003

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

    By Lori H, February 5, 2003
    • 3 replies
    • 1.2k views
    • 
    • mbozek
    • February 5, 2003

48. Hardship Withdrawal from Rollover Source

    By Guest sroenigk, February 4, 2003
    • 9 replies
    • 4.9k views
    • 
    • E as in ERISA
    • February 5, 2003

49. How to distribute vested benefits owed to illegal aliens?

    By JDuns, January 30, 2003
    • 11 replies
    • 6.5k views
    • 
    • Guest
    • February 5, 2003

50. Correcting Form 945

    By Guest bmurphy, January 24, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 5, 2003