401(k) Plans

19,275 topics in this forum

1. USSERA Tax Reporting

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

2. Maximum deferral...

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

3. 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

4. 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

5. Targeted QNEC's

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

6. 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

7. Safe Harbor/Top Heavy Plan

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

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

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

9. 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

10. 402g Failure Question

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

11. differing match for various companies under common control

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

12. Top Heavy

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

13. Allocations - Eligibility

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

14. Who gets top heavy minimum

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

15. Non-safe harbor Hardship Withdrawal

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

16. 415 and 404

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

17. 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

18. RMD Question

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

19. 402(g) violations for HCEs

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

20. 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

21. peo and commonly controlled company

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

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

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

23. 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

24. Hardship Withdrawal from Rollover Source

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

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

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

26. Correcting Form 945

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

27. Testing Question regarding Forfeitures

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

28. HCE Question

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

29. USERRA Amendment

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

30. 3% NEC Safe Harbor w/ permitted disparity PS allocation

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

31. 1099R code for an excess IRA contribution?

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

32. Affiliated Service Groups

    By Guest Jae, August 26, 2000
    • 5 replies
    • 1.8k views
    • 
    • billfgrady
    • February 4, 2003

33. If a safe harbor 401(k) p/s plan allows discretionary p/s contribution

    By Guest Thornton, January 31, 2003
    • 4 replies
    • 1.7k views
    • 
    • 2muchstress
    • February 4, 2003

34. Can employer prepay a contribution? Idea: put it into a segregated emp

    By Guest LisaA, February 3, 2003
    • 8 replies
    • 2.4k views
    • 
    • Larry M
    • February 4, 2003

35. Personal liability under ERISA for civil and or criminal penalties

    By fidu, February 4, 2003
    • 0 replies
    • 1.2k views
    • 
    • fidu
    • February 4, 2003

36. Leased Employee Question

    By Guest bgiles, February 4, 2003
    • 0 replies
    • 974 views
    • 
    • Guest
    • February 4, 2003

37. Family Attribution Rule

    By Guest rmyoung, February 3, 2003
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • February 4, 2003

38. Into the PEO

    By Guest Mike Schwing, February 3, 2003
    • 0 replies
    • 990 views
    • 
    • Guest
    • February 3, 2003

39. Blackout Notice Required?

    By Guest bgiles, January 31, 2003
    • 3 replies
    • 2.3k views
    • 
    • four01kman
    • February 3, 2003

40. Timing of minutes reflecting the amount of a discretionary match.

    By KJohnson, February 3, 2003
    • 1 reply
    • 1.4k views
    • 
    • four01kman
    • February 3, 2003

41. SIMPLE and Traditional 401(k) contributions

    By Guest Keith371, February 3, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • February 3, 2003

42. $200,000 compensation limit

    By nancy, February 3, 2003
    • 0 replies
    • 1.1k views
    • 
    • nancy
    • February 3, 2003

43. Plan Entry Date Modification

    By Fred Payne, February 3, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • February 3, 2003

44. Compensation of employees of affiliated service groups after terminati

    By billfgrady, January 31, 2003
    • 0 replies
    • 1.2k views
    • 
    • billfgrady
    • January 31, 2003

45. Safe Harbor 401(k) for Sole Proprietor

    By MarZDoates, January 31, 2003
    • 5 replies
    • 2.7k views
    • 
    • Mike Preston
    • January 31, 2003

46. Have to stop 401(k) elective deferrals if participant gets court order

    By FJR, January 31, 2003
    • 0 replies
    • 1.1k views
    • 
    • FJR
    • January 31, 2003

47. Allocation of Profit Sharing Contributions

    By Guest Donaldson, January 31, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 31, 2003

48. Safe Harbor eligibility; Does IRS Notice 98-52 still govern re: no all

    By Guest ANNEBV, January 20, 2003
    • 9 replies
    • 2.1k views
    • 
    • Archimage
    • January 31, 2003

49. MPP merger and Last Day Rule

    By Guest Tara Curran, January 31, 2003
    • 4 replies
    • 1.2k views
    • 
    • 2muchstress
    • January 31, 2003

50. Two trips up the 415 limit OK, if employed by more than one unrelated

    By Guest sue c, January 31, 2003
    • 1 reply
    • 1.6k views
    • 
    • MGB
    • January 31, 2003