401(k) Plans

19,413 topics in this forum

1. Sec 4979 excise tax

   By Guest jim williams, March 20, 2003
   • 6 replies
   • 3.4k views
   • 
   • Mike Preston
   • March 20, 2003

2. Off Calendar Year End 402(g) Limit

   By Guest AdminFL, March 20, 2003
   • 2 replies
   • 2.3k views
   • 
   • Guest
   • March 20, 2003

3. When is Contribution "Made?"

   By Guest ralar, March 19, 2003
   • 1 reply
   • 1.1k views
   • 
   • R. Butler
   • March 20, 2003

4. "Of Counsel"

   By SMB, March 18, 2003
   • 4 replies
   • 1.6k views
   • 
   • goldtpa
   • March 19, 2003

5. Tax reporting of excess contributions

   By Guest susa, March 19, 2003
   • 1 reply
   • 1.2k views
   • 
   • Mike Preston
   • March 19, 2003

6. A Low Normal Retirement Age

   By Guest Fuzzy, March 19, 2003
   • 4 replies
   • 1.2k views
   • 
   • Mike Preston
   • March 19, 2003

7. Safe Harbor & Peo

   By Guest ANNEBV, March 19, 2003
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • March 19, 2003

8. 401(k) Recordkeeping/Administration & Investment Vehicle RFPs

   By Guest monty, March 18, 2003
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • March 19, 2003

9. Design-based Safe Harbor Allocations

   By Fred Payne, March 19, 2003
   • 1 reply
   • 1.8k views
   • 
   • Mike Preston
   • March 19, 2003

10. Are Companies Stopping 401(k) Match?

    By Guest rmeigs, March 18, 2003
    • 1 reply
    • 1.4k views
    • 
    • Fredman
    • March 18, 2003

11. Eligible or Not?

    By Archimage, March 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • Archimage
    • March 18, 2003

12. Ineligible Employee making 401K contributions

    By Guest Ed Walker, March 18, 2003
    • 1 reply
    • 2.8k views
    • 
    • Tom Poje
    • March 18, 2003

13. Plan aggregation for top heavy

    By Guest jkrad, March 17, 2003
    • 3 replies
    • 1.1k views
    • 
    • R. Butler
    • March 18, 2003

14. Safe Harbor Non-elective

    By Gilmore, March 18, 2003
    • 2 replies
    • 1.1k views
    • 
    • Gilmore
    • March 18, 2003

15. ADP failure

    By pbarrett, March 17, 2003
    • 4 replies
    • 1.3k views
    • 
    • jaemmons
    • March 17, 2003

16. Waiting period for employer contributions

    By Guest Wahoo77, March 17, 2003
    • 3 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • March 17, 2003

17. Is the plan top-heavy?

    By PensionNewbee, March 13, 2003
    • 15 replies
    • 2k views
    • 
    • PensionNewbee
    • March 17, 2003

18. ACP/ADP Tesing

    By pbarrett, March 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • March 17, 2003

19. Does Safe Harbor contribution obligation cease on Plan Termination?

    By Guest Dave Danziger, March 17, 2003
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • March 17, 2003

20. effective date

    By wsp, March 13, 2003
    • 5 replies
    • 1.5k views
    • 
    • Belgarath
    • March 17, 2003

21. Safe Harbor Plans and minimum age

    By Guest TLCPension, March 13, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • March 13, 2003

22. What are the 401(k) participant statement reporting requirements?

    By pbarrett, March 13, 2003
    • 4 replies
    • 2.6k views
    • 
    • BFree
    • March 13, 2003

23. Safe harbor plan and 410(b) test

    By alexa, March 13, 2003
    • 4 replies
    • 3.7k views
    • 
    • Guest
    • March 13, 2003

24. Can Insurance Policies by distributed in-kind?

    By Guest Powers, March 13, 2003
    • 1 reply
    • 1.2k views
    • 
    • pmacduff
    • March 13, 2003

25. Definition of Compensation excludes bonuses

    By Guest tonjer, March 6, 2003
    • 4 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 13, 2003

26. recouping contributions to an employee's 401(k) plan

    By Guest JD698, March 12, 2003
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • March 13, 2003

27. 401(a)(26) and defined contribution plans

    By PensionNewbee, March 12, 2003
    • 1 reply
    • 1.2k views
    • 
    • jaemmons
    • March 12, 2003

28. individual 401(k) Plan - compensation and deferral question

    By wsp, March 12, 2003
    • 0 replies
    • 966 views
    • 
    • wsp
    • March 12, 2003

29. 5 Year Moratorium on Contributions for Keys

    By Guest PensionNW, March 12, 2003
    • 6 replies
    • 1.2k views
    • 
    • Mike Preston
    • March 12, 2003

30. Control Group Testing

    By Guest tcunagin, March 11, 2003
    • 9 replies
    • 3.3k views
    • 
    • Mike Preston
    • March 12, 2003

31. Husband/Wife Controlled Group

    By Guest SCUDDESLER, March 11, 2003
    • 10 replies
    • 2.8k views
    • 
    • Guest
    • March 11, 2003

32. ADP Testing

    By Guest ladybug61, March 10, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • March 10, 2003

33. Notice Requirement Prior to Retirement

    By Guest blackacre, March 10, 2003
    • 0 replies
    • 965 views
    • 
    • Guest
    • March 10, 2003

34. Is this plan FUBAR?

    By goldtpa, March 7, 2003
    • 5 replies
    • 1.5k views
    • 
    • jaemmons
    • March 10, 2003

35. QNEC from ESOP??

    By Guest erisa15, March 7, 2003
    • 4 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • March 10, 2003

36. Beneficiary's consent for a distribution

    By Guest Do, March 7, 2003
    • 10 replies
    • 3.1k views
    • 
    • Mike Preston
    • March 10, 2003

37. 401(m) and coverage test

    By Guest dpk, March 8, 2003
    • 3 replies
    • 1.5k views
    • 
    • Mike Preston
    • March 9, 2003

38. 401k vs 401a

    By Guest jomom, March 2, 2003
    • 9 replies
    • 18.7k views
    • 
    • Guest
    • March 8, 2003

39. Forfeiture Suspense Account for Matching Contributions

    By Guest blaum8, March 7, 2003
    • 3 replies
    • 5.5k views
    • 
    • Mike Preston
    • March 7, 2003

40. dual eligibility for full time/part time in safe harbor plan

    By JanetM, March 7, 2003
    • 0 replies
    • 1.4k views
    • 
    • JanetM
    • March 7, 2003

41. Current Availablity Test - different match for different service level

    By John A, March 5, 2003
    • 3 replies
    • 1.5k views
    • 
    • Tom Poje
    • March 7, 2003

42. 410(b)(6)(C) Transition Rules

    By R. Butler, March 4, 2003
    • 4 replies
    • 3.6k views
    • 
    • R. Butler
    • March 7, 2003

43. ADP Excesses

    By Brian Gallagher, March 7, 2003
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2003

44. Top 20% Rule for identifying HCE's?

    By Guest KD40, March 7, 2003
    • 1 reply
    • 3.8k views
    • 
    • Blinky the 3-eyed Fish
    • March 7, 2003

45. Timing of elective deferral contributions.

    By katieinny, March 7, 2003
    • 5 replies
    • 1.7k views
    • 
    • E as in ERISA
    • March 7, 2003

46. Does the 408(m)(3) apply to individually directed accounts in a 401(a)

    By Guest Thornton, March 6, 2003
    • 4 replies
    • 2.1k views
    • 
    • E as in ERISA
    • March 7, 2003

47. Catch-up/415 Limit

    By Guest Giovanni, March 7, 2003
    • 2 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 7, 2003

48. Prior Year ADP testing and plan imposed 15% limit exceeded by NHCE

    By Guest crosseyedtester, March 4, 2003
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • March 7, 2003

49. Control group with tax-exempt subsidiary

    By Guest JDL, March 6, 2003
    • 9 replies
    • 3.4k views
    • 
    • Guest
    • March 7, 2003

50. 2002 Top Heavy Determination and Prior Distributions

    By Guest crosseyedtester, March 6, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2003