401(k) Plans

19,333 topics in this forum

1. Safe Harbor Ne Plan With Simple

   By Guest LTurner, February 27, 2003
   • 3 replies
   • 1k views
   • 
   • Guest
   • February 27, 2003

2. match & top heavy min

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

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

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

4. ADP refund deadline

   By Guest Lex, February 27, 2003
   • 1 reply
   • 2.8k views
   • 
   • Blinky the 3-eyed Fish
   • February 27, 2003

5. Catchup contributions in nondeferral plans?

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

6. ACP Safe Harbor

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

7. EGTRRA Conformance

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

8. ADP refunds after the participant distributed.

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

9. late deposits and form 5330

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

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

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

11. Ineligible Distribution

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

12. ADP Compensation

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

13. Exclusions from top paid group

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

14. transfer of assets

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

15. Top Heavy Test & Safe Harbor Plan

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

16. Reverse QNEC's

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

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

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

18. 401(k) Safe harbor Compensation

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

19. Collectively Bargained Employees

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

20. Court order to stop and refund loan repayments

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

21. 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

22. 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

23. Incorrect deferals and Match

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

24. Legal Entity Change

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

25. Negative (passive) enrollment feedback

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

26. Another Top Heavy Question

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

27. 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

28. Top Heavy, HCE distributions

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

29. 401(k) black out notices

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

30. Sarbanes-Oxley Blackout Notice Issues

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

31. 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

32. Last Day Rule question

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

33. Leveraged Stock transfer to new plan

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

34. safe harbor plans

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

35. Prior Year ADP & Current Year ACP Testing

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

36. top heavy safe harbor plan with forfeiture reallocation

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

37. Too Many Excluded EE's

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

38. Wrap-around Arrangement

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

39. Easy question - HCE?

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

40. 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

41. Employee Plans Compliance Resolution System

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

42. ADP failure for 2001

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

43. Form 1099R & MRD

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

44. Controlled Group - Testing & Allocations

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

45. Antialienation/ IRS Tax Levy

    By Guest tonjer, February 11, 2003
    • 23 replies
    • 6.5k views
    • 
    • Guest
    • February 14, 2003

46. 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

47. 501(c)(6) tax exempt organization

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

48. 401(k) Withdrawals while still working

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

49. 501(c)3 and LLC

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

50. Trustee designation

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