401(k) Plans

19,332 topics in this forum

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

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

2. RMD Question

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

3. peo and commonly controlled company

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

4. HCE Question

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

5. USERRA Amendment

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

6. 3% NEC Safe Harbor w/ permitted disparity PS allocation

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

7. 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

8. 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

9. 1099R code for an excess IRA contribution?

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

10. Testing Question regarding Forfeitures

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

11. Hardship Withdrawal from Rollover Source

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

12. Top Heavy

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

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

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

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

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

15. Leased Employee Question

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

16. Into the PEO

    By Guest Mike Schwing, February 3, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 3, 2003

17. 401(k) black out notices

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

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

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

19. $200,000 compensation limit

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

20. 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

21. Family Attribution Rule

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

22. SIMPLE and Traditional 401(k) contributions

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

23. Plan Entry Date Modification

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

24. Compensation of employees of affiliated service groups after terminati

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

25. Reduce self-employment earnings by 179 expense?

    By MR, January 31, 2003
    • 6 replies
    • 23.6k views
    • 
    • jane123
    • September 24, 2003

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

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

27. 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

28. No more cross-testing, permitted disparity or top-heavy in D.C. Plans 1 2

    By KJohnson, January 31, 2003
    • 78 replies
    • 17.8k views
    • 
    • jquazza
    • February 3, 2004

29. Safe Harbor 401(k) for Sole Proprietor

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

30. 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

31. Allocation of Profit Sharing Contributions

    By Guest Donaldson, January 31, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 31, 2003

32. Blackout Notice Required?

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

33. MPP merger and Last Day Rule

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

34. 401(k) Hardship

    By abanky, January 30, 2003
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • January 31, 2003

35. Bush's new plan. Repeal of Top-Heavy?

    By KJohnson, January 30, 2003
    • 1 reply
    • 1.5k views
    • 
    • MGB
    • January 30, 2003

36. ADP/ACP after plan merger

    By Guest Lee Buchele, January 30, 2003
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • January 31, 2003

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

    By JDuns, January 30, 2003
    • 11 replies
    • 6.6k views
    • 
    • Guest
    • February 5, 2003

38. 401k Plan Mergers - Required (??) "grandfathering" of lower

    By Guest Pat2, January 30, 2003
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 31, 2003

39. Automatic Enrollment--Ohio

    By Guest CRC02, January 29, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 29, 2003

40. deferrals from year end bonus

    By eilano, January 28, 2003
    • 5 replies
    • 1.6k views
    • 
    • QDROphile
    • January 29, 2003

41. 415 Limitations

    By MBCarey, January 28, 2003
    • 3 replies
    • 1.2k views
    • 
    • four01kman
    • January 28, 2003

42. Catch-Up Question on Off-Calendar plan?

    By Guest KD40, January 28, 2003
    • 3 replies
    • 1.3k views
    • 
    • kocak
    • January 28, 2003

43. Match Forfeit

    By Guest Mike Schwing, January 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • Alf
    • January 28, 2003

44. Internal REvenue Codes

    By MBCarey, January 28, 2003
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 28, 2003

45. Compensation and 401k Loans

    By Guest Amanda Davis, January 28, 2003
    • 2 replies
    • 1.2k views
    • 
    • 2muchstress
    • January 28, 2003

46. Hardship Withdrawals

    By Guest west, January 28, 2003
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 28, 2003

47. Partical plan termination, small plans

    By Stevo-PDX, January 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • david rigby
    • January 28, 2003

48. 404(a)(4) nondiscrimination testing

    By Guest amm19, January 27, 2003
    • 3 replies
    • 3.4k views
    • 
    • Mike Preston
    • January 28, 2003

49. Excess Contributions

    By Guest Joe Vasko, January 27, 2003
    • 2 replies
    • 1.2k views
    • 
    • Disco Stu
    • January 27, 2003

50. Top Heavy and Vesting

    By Earl, January 27, 2003
    • 3 replies
    • 1.7k views
    • 
    • Earl
    • January 27, 2003