401(k) Plans

19,516 topics in this forum

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

   By Guest crosseyedtester, March 4, 2003
   • 5 replies
   • 1.5k views
   • 
   • Mike Preston
   • March 7, 2003

2. Control group with tax-exempt subsidiary

   By Guest JDL, March 6, 2003
   • 9 replies
   • 3.8k views
   • 
   • Guest
   • March 7, 2003

3. 2002 Top Heavy Determination and Prior Distributions

   By Guest crosseyedtester, March 6, 2003
   • 1 reply
   • 1.2k views
   • 
   • Blinky the 3-eyed Fish
   • March 6, 2003

4. High minimum investment discriminatory??

   By Guest halka, March 4, 2003
   • 4 replies
   • 1.8k views
   • 
   • Jon Chambers
   • March 6, 2003

5. Safe Harbor Match

   By Guest jkrad, March 5, 2003
   • 9 replies
   • 2.4k views
   • 
   • Blinky the 3-eyed Fish
   • March 6, 2003

6. Monitoring excessive trades

   By Guest W Kelleher, March 6, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • March 6, 2003

7. Top Heavy min contribution

   By dmb, March 6, 2003
   • 1 reply
   • 1.4k views
   • 
   • Tom Poje
   • March 6, 2003

8. 401K divorced spouse rights

   By Guest wolf, March 6, 2003
   • 5 replies
   • 1.6k views
   • 
   • mbozek
   • March 6, 2003

9. Final Loan Regs

   By Guest lforesz, December 4, 2002
   • 11 replies
   • 2.2k views
   • 
   • E as in ERISA
   • March 5, 2003

10. Treasury Regs on the web

    By Brian Gallagher, March 4, 2003
    • 4 replies
    • 1.6k views
    • 
    • GBurns
    • March 5, 2003

11. LAte Deposit of Ee deferrals

    By austin3515, March 4, 2003
    • 0 replies
    • 1.3k views
    • 
    • austin3515
    • March 4, 2003

12. Blackout period

    By Rai401k, March 4, 2003
    • 10 replies
    • 3.9k views
    • 
    • Kirk Maldonado
    • March 4, 2003

13. HCE lookback in cases of acquisition and merger

    By Guest LMalone, March 4, 2003
    • 1 reply
    • 1.8k views
    • 
    • E as in ERISA
    • March 4, 2003

14. Hardship withdrawals-did withholding rules change recently???

    By Guest DeePA, March 4, 2003
    • 3 replies
    • 1.5k views
    • 
    • jaemmons
    • March 4, 2003

15. DATAIR 401(k) ADP Test Result

    By Guest ChopperPilot, March 4, 2003
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 4, 2003

16. Excluding Statutorily Excludable EEs from QNECs

    By Guest MAWalsh, February 28, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • March 4, 2003

17. Canadian citizens living and working in Canada, paid in Canadian curre

    By John A, February 27, 2003
    • 7 replies
    • 3k views
    • 
    • John A
    • March 4, 2003

18. Match Correction

    By Archimage, February 24, 2003
    • 1 reply
    • 1.8k views
    • 
    • ccassetty
    • March 4, 2003

19. In-Kind Distributions

    By Guest erisafried, March 2, 2003
    • 1 reply
    • 2.5k views
    • 
    • mbozek
    • March 3, 2003

20. ADP/ACP Testing

    By Guest jkrad, February 28, 2003
    • 4 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 3, 2003

21. Failure To Make Contribution

    By goldtpa, February 28, 2003
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • March 3, 2003

22. successor plan and adp testing

    By Guest pjg, March 3, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 3, 2003

23. ADP test and HCE w/ $0 comp

    By dmb, February 26, 2003
    • 14 replies
    • 3.9k views
    • 
    • Gilmore
    • March 3, 2003

24. Maximum Loan in Daily Valuation Plan

    By Guest jmourgos, February 26, 2003
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • February 28, 2003

25. participant direction of nonvested assets?

    By Guest MarshaMay, February 28, 2003
    • 3 replies
    • 1.4k views
    • 
    • E as in ERISA
    • February 28, 2003

26. Deadline Extension

    By Guest andmik, February 26, 2003
    • 10 replies
    • 3.3k views
    • 
    • Guest
    • February 28, 2003

27. ADP/ACP Test

    By Guest Joanne Davey, February 28, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 28, 2003

28. EGTRRA Amendments-You'll want to read this.

    By Guest dietpepsi, February 27, 2003
    • 5 replies
    • 2.2k views
    • 
    • david rigby
    • February 28, 2003

29. HCE in multiple plans and ADP testing

    By RCK, February 27, 2003
    • 5 replies
    • 2.6k views
    • 
    • RCK
    • February 28, 2003

30. Employer's profit-sharing and money purchase programs are under a sing

    By JWK, November 22, 2000
    • 19 replies
    • 6.8k views
    • 
    • stephen
    • February 28, 2003

31. Prior Year/Current Year Testing

    By Gilmore, February 28, 2003
    • 2 replies
    • 1.4k views
    • 
    • Gilmore
    • February 28, 2003

32. compensation in safe harbor plan

    By betheeg, February 26, 2003
    • 3 replies
    • 1.4k views
    • 
    • jaemmons
    • February 28, 2003

33. Requesting extension for 3/15 deadlines

    By R. Butler, February 20, 2003
    • 2 replies
    • 1.7k views
    • 
    • R. Butler
    • February 28, 2003

34. Safe Harbor Ne Plan With Simple

    By Guest LTurner, February 27, 2003
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • February 27, 2003

35. match & top heavy min

    By Guest greggi39, February 27, 2003
    • 1 reply
    • 1.5k views
    • 
    • jaemmons
    • February 27, 2003

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

    By katieinny, February 27, 2003
    • 4 replies
    • 2k views
    • 
    • katieinny
    • February 27, 2003

37. ADP refund deadline

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

38. Catchup contributions in nondeferral plans?

    By Guest Thornton, February 27, 2003
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • February 27, 2003

39. ACP Safe Harbor

    By Guest dmdoug, January 14, 2003
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • February 27, 2003

40. EGTRRA Conformance

    By Guest Jose Rosario, May 13, 2002
    • 19 replies
    • 3.4k views
    • 
    • Guest
    • February 27, 2003

41. ADP refunds after the participant distributed.

    By Guest JennNew, February 26, 2003
    • 1 reply
    • 2k views
    • 
    • ccassetty
    • February 27, 2003

42. late deposits and form 5330

    By eilano, February 26, 2003
    • 1 reply
    • 2.3k views
    • 
    • austin3515
    • February 27, 2003

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

    By chris, February 5, 2003
    • 7 replies
    • 3k views
    • 
    • austin3515
    • February 27, 2003

44. Ineligible Distribution

    By Guest Amanda Davis, February 26, 2003
    • 6 replies
    • 4.6k views
    • 
    • Appleby
    • February 26, 2003

45. ADP Compensation

    By Guest Chris May, February 26, 2003
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • February 26, 2003

46. Exclusions from top paid group

    By Guest lforesz, February 24, 2003
    • 2 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • February 26, 2003

47. transfer of assets

    By Guest Smitty848, February 12, 2003
    • 17 replies
    • 2.5k views
    • 
    • Mike Preston
    • February 26, 2003

48. Top Heavy Test & Safe Harbor Plan

    By doombuggy, February 13, 2003
    • 8 replies
    • 3.7k views
    • 
    • Tom Poje
    • February 25, 2003

49. Reverse QNEC's

    By Guest KD40, February 21, 2003
    • 9 replies
    • 2.5k views
    • 
    • KJohnson
    • February 25, 2003

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

    By Guest PES, February 25, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • February 25, 2003