401(k) Plans

19,413 topics in this forum

1. safe harbor 3% non-elective 401(k) deduction limits

   By Guest Mike Kimball, December 29, 1999
   • 8 replies
   • 3.3k views
   • 
   • Tom Poje
   • February 24, 2003

2. 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

3. Incorrect deferals and Match

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

4. Legal Entity Change

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

5. Negative (passive) enrollment feedback

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

6. Another Top Heavy Question

   By Guest KD40, February 7, 2003
   • 9 replies
   • 2.2k views
   • 
   • Earl
   • February 22, 2003

7. 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

8. Top Heavy, HCE distributions

   By Guest LTurner, February 20, 2003
   • 10 replies
   • 2.1k views
   • 
   • Gilmore
   • February 21, 2003

9. 401(k) black out notices

   By Guest susa, February 3, 2003
   • 3 replies
   • 2.4k views
   • 
   • Lynn Campbell
   • February 21, 2003

10. Sarbanes-Oxley Blackout Notice Issues

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

11. employer coding 401(k) deferrals as after tax on W-2 for one HCE...wha

    By Guest DeePA, February 20, 2003
    • 15 replies
    • 2.8k views
    • 
    • Mike Preston
    • February 21, 2003

12. Last Day Rule question

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

13. Leveraged Stock transfer to new plan

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

14. safe harbor plans

    By Guest Jane Freeman, February 20, 2003
    • 1 reply
    • 1.1k views
    • 
    • R. Butler
    • February 20, 2003

15. Prior Year ADP & Current Year ACP Testing

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

16. top heavy safe harbor plan with forfeiture reallocation

    By MR, February 18, 2003
    • 6 replies
    • 2.3k views
    • 
    • 2muchstress
    • February 19, 2003

17. Too Many Excluded EE's

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

18. Wrap-around Arrangement

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

19. Easy question - HCE?

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

20. Termination Date when maternity leave employee does not return to work

    By Guest DeePA, February 18, 2003
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • February 18, 2003

21. Employee Plans Compliance Resolution System

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

22. ADP failure for 2001

    By wsp, February 17, 2003
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • February 17, 2003

23. Form 1099R & MRD

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

24. Controlled Group - Testing & Allocations

    By Guest Chris May, February 13, 2003
    • 11 replies
    • 3.8k views
    • 
    • RTK
    • February 14, 2003

25. Antialienation/ IRS Tax Levy

    By Guest tonjer, February 11, 2003
    • 23 replies
    • 7.1k views
    • 
    • Guest
    • February 14, 2003

26. Otherwise excludable employees and elapsed time method

    By Guest BJ, February 14, 2003
    • 1 reply
    • 2.9k views
    • 
    • Blinky the 3-eyed Fish
    • February 14, 2003

27. 501(c)(6) tax exempt organization

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

28. 401(k) Withdrawals while still working

    By Guest blackacre, February 13, 2003
    • 8 replies
    • 3k views
    • 
    • Mike Preston
    • February 14, 2003

29. 501(c)3 and LLC

    By Guest hpaine, February 12, 2003
    • 11 replies
    • 3.9k views
    • 
    • E as in ERISA
    • February 14, 2003

30. Trustee designation

    By Guest Pat Metallic, February 14, 2003
    • 2 replies
    • 1.4k views
    • 
    • jaemmons
    • February 14, 2003

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

    By austin3515, February 10, 2003
    • 12 replies
    • 3.5k views
    • 
    • austin3515
    • February 14, 2003

32. Top Heavy Test

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

33. HCEs in the First Year of a Plan

    By Guest MAWalsh, February 13, 2003
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • February 13, 2003

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

    By Guest Lex, February 12, 2003
    • 2 replies
    • 3.8k views
    • 
    • mbozek
    • February 12, 2003

35. Controlled group that separates

    By Guest JDVJr, February 12, 2003
    • 1 reply
    • 1.1k views
    • 
    • E as in ERISA
    • February 12, 2003

36. Electing out of a plan

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

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

    By Guest jody303, February 12, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 12, 2003

38. Unused Sick Time Payments

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

39. USSERA Tax Reporting

    By Guest cjk, February 12, 2003
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 12, 2003

40. Maximum deferral...

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

41. 401k for US co. owned 100% by German Company--Control Group???

    By Guest belfers@langgroup.com, February 11, 2003
    • 4 replies
    • 1.4k views
    • 
    • jpod
    • February 11, 2003

42. 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

43. Targeted QNEC's

    By Guest blaum8, February 10, 2003
    • 8 replies
    • 3.8k views
    • 
    • Mike Preston
    • February 11, 2003

44. 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

45. Safe Harbor/Top Heavy Plan

    By Guest LoloV, February 10, 2003
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • February 10, 2003

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

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

47. Do the rules of converting a regular 401(k) to a safe harbor 401(k) re

    By Archimage, February 7, 2003
    • 6 replies
    • 1.8k views
    • 
    • Archimage
    • February 10, 2003

48. 402g Failure Question

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

49. differing match for various companies under common control

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

50. Top Heavy

    By Guest PJR, February 4, 2003
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • February 8, 2003