401(k) Plans

19,275 topics in this forum

1. Safe Harbor Match wrt Top-Heavy Min & 401(a)(4)

   By Guest pension222, December 20, 2002
   • 1 reply
   • 1.3k views
   • 
   • R. Butler
   • December 20, 2002

2. 401k Trust Statement

   By Guest Amanda Davis, December 20, 2002
   • 11 replies
   • 13.2k views
   • 
   • austin3515
   • December 23, 2002

3. change plan year end

   By wsp, December 20, 2002
   • 1 reply
   • 1.8k views
   • 
   • chris
   • December 30, 2002

4. Individual(k) Plan

   By FJR, December 20, 2002
   • 1 reply
   • 1.2k views
   • 
   • Earl
   • December 22, 2002

5. RMD's - death before RBD

   By Guest terid, December 20, 2002
   • 2 replies
   • 2k views
   • 
   • Appleby
   • December 23, 2002

6. Taxes on Minimum Distribution?

   By Guest Michael Anderson, December 20, 2002
   • 2 replies
   • 1.1k views
   • 
   • QDROphile
   • December 20, 2002

7. underfunded plan

   By fidu, December 20, 2002
   • 1 reply
   • 1.3k views
   • 
   • Tom Poje
   • December 20, 2002

8. Participant Loans/Credit Cards

   By austin3515, December 19, 2002
   • 10 replies
   • 1.8k views
   • 
   • Guest
   • December 28, 2002

9. Safe Harbor 3% Notice

   By Guest Bob Neal, December 19, 2002
   • 3 replies
   • 1.1k views
   • 
   • Tom Poje
   • December 19, 2002

10. Coverage Group vs. W-2 Coverage Check Box

    By Fred Payne, December 19, 2002
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • December 19, 2002

11. Safe Harbor Notice (Exceptions to Timing Requirement)

    By Guest CRA, December 19, 2002
    • 11 replies
    • 3k views
    • 
    • 2muchstress
    • December 27, 2002

12. Deduction for Employer Match when fiscal year does not match plan year

    By MarZDoates, December 19, 2002
    • 1 reply
    • 1.7k views
    • 
    • E as in ERISA
    • December 19, 2002

13. Adoption of New Plan

    By Guest lforesz, December 18, 2002
    • 1 reply
    • 1.2k views
    • 
    • E as in ERISA
    • December 18, 2002

14. Super Top Heavy

    By austin3515, December 18, 2002
    • 5 replies
    • 3.8k views
    • 
    • austin3515
    • December 18, 2002

15. Check the Box SPD

    By austin3515, December 17, 2002
    • 3 replies
    • 1.2k views
    • 
    • Kirk Maldonado
    • December 18, 2002

16. Attributable Match

    By Guest At Peace, December 17, 2002
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • December 18, 2002

17. Option to defer on bonuses/414(s)

    By Guest At Peace, December 17, 2002
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • December 18, 2002

18. Summary Plan Descriptions

    By Guest hitt24, December 17, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • December 18, 2002

19. 401(k) Testing

    By Guest mjakel, December 17, 2002
    • 7 replies
    • 1.7k views
    • 
    • Guest
    • December 20, 2002

20. State Law and Catch Up Contributions

    By Guest KFLETT, December 17, 2002
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • December 17, 2002

21. Terminated Plan & NTIP

    By Guest kjk, December 17, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 17, 2002

22. Coverage

    By austin3515, December 17, 2002
    • 4 replies
    • 1.3k views
    • 
    • austin3515
    • December 17, 2002

23. Authorization to Withhold Catch-up

    By Gruegen, December 17, 2002
    • 1 reply
    • 1.6k views
    • 
    • four01kman
    • December 17, 2002

24. Safe Harbor Match

    By Gilmore, December 16, 2002
    • 3 replies
    • 1.6k views
    • 
    • Gilmore
    • December 17, 2002

25. One person 401(k) Plan

    By FJR, December 16, 2002
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • December 23, 2002

26. Forfeitures in Safe Harbor 401(k) Plan

    By Guest dcb, December 13, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • December 27, 2002

27. ASPA Journal numbers don't make sense to me

    By Guest Boilerburm, December 13, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 13, 2002

28. Too late for 401(k)?

    By Brenda Wren, December 13, 2002
    • 15 replies
    • 2.9k views
    • 
    • Archimage
    • December 19, 2002

29. Plan entry dates

    By Guest KWarren, December 13, 2002
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • December 16, 2002

30. top heavy on sarsep rollovers

    By MJ Hartman, December 13, 2002
    • 0 replies
    • 1.2k views
    • 
    • MJ Hartman
    • December 13, 2002

31. Loan default

    By Guest 401kWorker, December 13, 2002
    • 8 replies
    • 5.1k views
    • 
    • austin3515
    • December 15, 2002

32. GUST / EGTRRA Amendments - new to this and need a straight answer.

    By Guest tintree73, December 12, 2002
    • 3 replies
    • 2.3k views
    • 
    • Mike Preston
    • January 12, 2003

33. Safe Harbor Match Definition -

    By Guest SCritchfield, December 12, 2002
    • 1 reply
    • 1.6k views
    • 
    • Tom Poje
    • December 13, 2002

34. Bundled vs. Unbundled 401(k) Plans for small businesses

    By Guest mnovak13, December 12, 2002
    • 1 reply
    • 2.9k views
    • 
    • 2muchstress
    • December 12, 2002

35. Leasing Company has a 401k -

    By Guest Effie Clark, December 12, 2002
    • 2 replies
    • 2k views
    • 
    • austin3515
    • December 15, 2002

36. Cross-Tested SafeHarbor 401(k)

    By Guest Fuzzy, December 12, 2002
    • 8 replies
    • 1.6k views
    • 
    • Guest
    • December 18, 2002

37. Part-time employees

    By Guest John Nelson, December 12, 2002
    • 2 replies
    • 1.3k views
    • 
    • Brian Gallagher
    • December 12, 2002

38. How do EE's file for the Pension Plan Start up costs tax credit?

    By Guest Michael Anderson, December 11, 2002
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • December 14, 2002

39. Is current year ADP election tied to GUST RAP?

    By Kathy, December 11, 2002
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • December 19, 2002

40. Prior vs. Current year testing

    By Guest hpaine, December 11, 2002
    • 5 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • December 12, 2002

41. Safe Harbor 3% Contribution Cannot be Made (Employer doesn't have the

    By Guest CRA, December 11, 2002
    • 2 replies
    • 1.5k views
    • 
    • Tom Poje
    • December 11, 2002

42. Rule of parity

    By Guest carsca, December 11, 2002
    • 18 replies
    • 7.7k views
    • 
    • Guest
    • September 12, 2003

43. Cross Tested Safe Harbor 401k Plan

    By Guest TAG, December 11, 2002
    • 10 replies
    • 2.6k views
    • 
    • Tom Poje
    • January 7, 2003

44. Funding of Merged Plans

    By Guest Ray Corneau, December 11, 2002
    • 4 replies
    • 1.2k views
    • 
    • Brian Gallagher
    • December 12, 2002

45. Maximum contribution

    By FJR, December 11, 2002
    • 2 replies
    • 1.3k views
    • 
    • david rigby
    • December 11, 2002

46. Manual ADP/ACP test

    By Guest nbs, December 10, 2002
    • 6 replies
    • 3.3k views
    • 
    • Brian Gallagher
    • December 12, 2002

47. ABT-Imputing Disparity

    By Guest dietpepsi, December 10, 2002
    • 6 replies
    • 2k views
    • 
    • Mike Preston
    • January 9, 2003

48. co-testing for 401(k) and SEP-IRA

    By Guest Barbara Roper, December 10, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 10, 2002

49. Back Dating of Benefits

    By Guest klmann, December 10, 2002
    • 5 replies
    • 1.4k views
    • 
    • jpod
    • December 11, 2002

50. 2002 Plan Year End Non-discrim deadline

    By Guest MEGary, December 10, 2002
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • December 10, 2002