401(k) Plans

19,534 topics in this forum

1. Control Group Testing

   By Guest tcunagin, March 11, 2003
   • 9 replies
   • 3.8k views
   • 
   • Mike Preston
   • March 12, 2003

2. Husband/Wife Controlled Group

   By Guest SCUDDESLER, March 11, 2003
   • 10 replies
   • 3k views
   • 
   • Guest
   • March 11, 2003

3. ADP Testing

   By Guest ladybug61, March 10, 2003
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • March 10, 2003

4. Notice Requirement Prior to Retirement

   By Guest blackacre, March 10, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • March 10, 2003

5. Is this plan FUBAR?

   By goldtpa, March 7, 2003
   • 5 replies
   • 1.7k views
   • 
   • jaemmons
   • March 10, 2003

6. QNEC from ESOP??

   By Guest erisa15, March 7, 2003
   • 4 replies
   • 2k views
   • 
   • Kirk Maldonado
   • March 10, 2003

7. Beneficiary's consent for a distribution

   By Guest Do, March 7, 2003
   • 10 replies
   • 3.4k views
   • 
   • Mike Preston
   • March 10, 2003

8. 401(m) and coverage test

   By Guest dpk, March 8, 2003
   • 3 replies
   • 1.7k views
   • 
   • Mike Preston
   • March 9, 2003

9. 401k vs 401a

   By Guest jomom, March 2, 2003
   • 9 replies
   • 19.8k views
   • 
   • Guest
   • March 8, 2003

10. Forfeiture Suspense Account for Matching Contributions

    By Guest blaum8, March 7, 2003
    • 3 replies
    • 5.7k views
    • 
    • Mike Preston
    • March 7, 2003

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

    By JanetM, March 7, 2003
    • 0 replies
    • 1.6k views
    • 
    • JanetM
    • March 7, 2003

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

    By John A, March 5, 2003
    • 3 replies
    • 1.9k views
    • 
    • Tom Poje
    • March 7, 2003

13. 410(b)(6)(C) Transition Rules

    By R. Butler, March 4, 2003
    • 4 replies
    • 3.9k views
    • 
    • R. Butler
    • March 7, 2003

14. ADP Excesses

    By Brian Gallagher, March 7, 2003
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 7, 2003

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

    By Guest KD40, March 7, 2003
    • 1 reply
    • 4.1k views
    • 
    • Blinky the 3-eyed Fish
    • March 7, 2003

16. Timing of elective deferral contributions.

    By katieinny, March 7, 2003
    • 5 replies
    • 2.2k views
    • 
    • E as in ERISA
    • March 7, 2003

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

    By Guest Thornton, March 6, 2003
    • 4 replies
    • 2.6k views
    • 
    • E as in ERISA
    • March 7, 2003

18. Catch-up/415 Limit

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

19. 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

20. Control group with tax-exempt subsidiary

    By Guest JDL, March 6, 2003
    • 9 replies
    • 3.9k views
    • 
    • Guest
    • March 7, 2003

21. 2002 Top Heavy Determination and Prior Distributions

    By Guest crosseyedtester, March 6, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • March 6, 2003

22. High minimum investment discriminatory??

    By Guest halka, March 4, 2003
    • 4 replies
    • 1.9k views
    • 
    • Jon Chambers
    • March 6, 2003

23. Safe Harbor Match

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

24. Monitoring excessive trades

    By Guest W Kelleher, March 6, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 6, 2003

25. Top Heavy min contribution

    By dmb, March 6, 2003
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • March 6, 2003

26. 401K divorced spouse rights

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

27. Final Loan Regs

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

28. Treasury Regs on the web

    By Brian Gallagher, March 4, 2003
    • 4 replies
    • 1.7k views
    • 
    • GBurns
    • March 5, 2003

29. LAte Deposit of Ee deferrals

    By austin3515, March 4, 2003
    • 0 replies
    • 1.4k views
    • 
    • austin3515
    • March 4, 2003

30. Blackout period

    By Rai401k, March 4, 2003
    • 10 replies
    • 4.2k views
    • 
    • Kirk Maldonado
    • March 4, 2003

31. 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

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

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

33. DATAIR 401(k) ADP Test Result

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

34. Excluding Statutorily Excludable EEs from QNECs

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

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

    By John A, February 27, 2003
    • 7 replies
    • 3.2k views
    • 
    • John A
    • March 4, 2003

36. Match Correction

    By Archimage, February 24, 2003
    • 1 reply
    • 1.9k views
    • 
    • ccassetty
    • March 4, 2003

37. In-Kind Distributions

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

38. ADP/ACP Testing

    By Guest jkrad, February 28, 2003
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • March 3, 2003

39. Failure To Make Contribution

    By goldtpa, February 28, 2003
    • 4 replies
    • 2.2k views
    • 
    • mbozek
    • March 3, 2003

40. successor plan and adp testing

    By Guest pjg, March 3, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 3, 2003

41. ADP test and HCE w/ $0 comp

    By dmb, February 26, 2003
    • 14 replies
    • 4.1k views
    • 
    • Gilmore
    • March 3, 2003

42. Maximum Loan in Daily Valuation Plan

    By Guest jmourgos, February 26, 2003
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • February 28, 2003

43. participant direction of nonvested assets?

    By Guest MarshaMay, February 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • E as in ERISA
    • February 28, 2003

44. Deadline Extension

    By Guest andmik, February 26, 2003
    • 10 replies
    • 3.4k views
    • 
    • Guest
    • February 28, 2003

45. ADP/ACP Test

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

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

    By Guest dietpepsi, February 27, 2003
    • 5 replies
    • 2.3k views
    • 
    • david rigby
    • February 28, 2003

47. HCE in multiple plans and ADP testing

    By RCK, February 27, 2003
    • 5 replies
    • 2.7k views
    • 
    • RCK
    • February 28, 2003

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

    By JWK, November 22, 2000
    • 19 replies
    • 7k views
    • 
    • stephen
    • February 28, 2003

49. Prior Year/Current Year Testing

    By Gilmore, February 28, 2003
    • 2 replies
    • 1.5k views
    • 
    • Gilmore
    • February 28, 2003

50. compensation in safe harbor plan

    By betheeg, February 26, 2003
    • 3 replies
    • 1.5k views
    • 
    • jaemmons
    • February 28, 2003