401(k) Plans

19,490 topics in this forum

1. Controlled Group - Testing & Allocations

   By Guest Chris May, February 13, 2003
   • 11 replies
   • 4k views
   • 
   • RTK
   • February 14, 2003

2. Antialienation/ IRS Tax Levy

   By Guest tonjer, February 11, 2003
   • 23 replies
   • 8k views
   • 
   • Guest
   • February 14, 2003

3. Otherwise excludable employees and elapsed time method

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

4. 501(c)(6) tax exempt organization

   By Guest km6719, February 14, 2003
   • 1 reply
   • 1.4k views
   • 
   • jaemmons
   • February 14, 2003

5. 401(k) Withdrawals while still working

   By Guest blackacre, February 13, 2003
   • 8 replies
   • 3.4k views
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   • Mike Preston
   • February 14, 2003

6. 501(c)3 and LLC

   By Guest hpaine, February 12, 2003
   • 11 replies
   • 4.3k views
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   • E as in ERISA
   • February 14, 2003

7. Trustee designation

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

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

   By austin3515, February 10, 2003
   • 12 replies
   • 3.7k views
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   • austin3515
   • February 14, 2003

9. Top Heavy Test

   By FJR, February 14, 2003
   • 1 reply
   • 1.2k views
   • 
   • jaemmons
   • February 14, 2003

10. HCEs in the First Year of a Plan

    By Guest MAWalsh, February 13, 2003
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • February 13, 2003

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

    By Guest Lex, February 12, 2003
    • 2 replies
    • 4.1k views
    • 
    • mbozek
    • February 12, 2003

12. Controlled group that separates

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

13. Electing out of a plan

    By Guest taj32z, February 12, 2003
    • 4 replies
    • 1.4k views
    • 
    • Mike Preston
    • February 12, 2003

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

    By Guest jody303, February 12, 2003
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 12, 2003

15. Unused Sick Time Payments

    By DTH, February 12, 2003
    • 0 replies
    • 1.3k views
    • 
    • DTH
    • February 12, 2003

16. USSERA Tax Reporting

    By Guest cjk, February 12, 2003
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 12, 2003

17. Maximum deferral...

    By Guest RONNIE WASEL, February 12, 2003
    • 2 replies
    • 1.2k views
    • 
    • ccassetty
    • February 12, 2003

18. 401k for US co. owned 100% by German Company--Control Group???

    By Guest belfers@langgroup.com, February 11, 2003
    • 4 replies
    • 1.5k views
    • 
    • jpod
    • February 11, 2003

19. Is loan for participant's primary residence if proceeds used to pay of

    By Guest kelly9522, February 10, 2003
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 11, 2003

20. Targeted QNEC's

    By Guest blaum8, February 10, 2003
    • 8 replies
    • 4k views
    • 
    • Mike Preston
    • February 11, 2003

21. HCE compensation W-2 vs. 1099 income

    By Guest TLCPension, February 10, 2003
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • February 10, 2003

22. Safe Harbor/Top Heavy Plan

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

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

    By Guest jkrad, February 7, 2003
    • 4 replies
    • 2.6k views
    • 
    • QDROphile
    • February 10, 2003

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

    By Archimage, February 7, 2003
    • 6 replies
    • 1.9k views
    • 
    • Archimage
    • February 10, 2003

25. 402g Failure Question

    By Guest KD40, February 6, 2003
    • 3 replies
    • 4k views
    • 
    • Tom Poje
    • February 10, 2003

26. differing match for various companies under common control

    By Guest EBGEEK, February 8, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • February 9, 2003

27. Top Heavy

    By Guest PJR, February 4, 2003
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 8, 2003

28. Allocations - Eligibility

    By Archimage, February 7, 2003
    • 4 replies
    • 1.4k views
    • 
    • austin3515
    • February 8, 2003

29. Who gets top heavy minimum

    By Guest lforesz, February 7, 2003
    • 1 reply
    • 2.8k views
    • 
    • austin3515
    • February 8, 2003

30. Non-safe harbor Hardship Withdrawal

    By Guest JDL, February 6, 2003
    • 4 replies
    • 6.7k views
    • 
    • austin3515
    • February 8, 2003

31. 415 and 404

    By Guest RBeck, February 6, 2003
    • 9 replies
    • 2.5k views
    • 
    • Guest
    • February 7, 2003

32. Top Heavy question regarding a "Former" Key EE

    By Guest KD40, February 6, 2003
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • February 7, 2003

33. RMD Question

    By Guest SueJ, February 5, 2003
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 7, 2003

34. 402(g) violations for HCEs

    By jaemmons, February 6, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 6, 2003

35. Plan document versus trust agreement versus proxy statement. which go

    By fidu, February 5, 2003
    • 4 replies
    • 2.2k views
    • 
    • Kirk Maldonado
    • February 6, 2003

36. peo and commonly controlled company

    By Guest CAM223, February 5, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 5, 2003

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

    By KateSmithPA, February 4, 2003
    • 10 replies
    • 4.6k views
    • 
    • KateSmithPA
    • February 5, 2003

38. Mortgage loan early pay-off; have to pay all interest that would have

    By Lori H, February 5, 2003
    • 3 replies
    • 1.5k views
    • 
    • mbozek
    • February 5, 2003

39. Hardship Withdrawal from Rollover Source

    By Guest sroenigk, February 4, 2003
    • 9 replies
    • 5.7k views
    • 
    • E as in ERISA
    • February 5, 2003

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

    By JDuns, January 30, 2003
    • 11 replies
    • 7.1k views
    • 
    • Guest
    • February 5, 2003

41. Correcting Form 945

    By Guest bmurphy, January 24, 2003
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • February 5, 2003

42. Testing Question regarding Forfeitures

    By Guest KD40, February 4, 2003
    • 4 replies
    • 1.5k views
    • 
    • Tom Poje
    • February 5, 2003

43. HCE Question

    By Guest KD40, February 5, 2003
    • 1 reply
    • 1.1k views
    • 
    • Fredman
    • February 5, 2003

44. USERRA Amendment

    By Guest ooota, February 5, 2003
    • 1 reply
    • 1.4k views
    • 
    • KJohnson
    • February 5, 2003

45. 3% NEC Safe Harbor w/ permitted disparity PS allocation

    By dmb, February 5, 2003
    • 2 replies
    • 1.6k views
    • 
    • Mike Preston
    • February 5, 2003

46. 1099R code for an excess IRA contribution?

    By Guest UKH, February 4, 2003
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • February 5, 2003

47. Affiliated Service Groups

    By Guest Jae, August 26, 2000
    • 5 replies
    • 2k views
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    • billfgrady
    • February 4, 2003

48. If a safe harbor 401(k) p/s plan allows discretionary p/s contribution

    By Guest Thornton, January 31, 2003
    • 4 replies
    • 1.8k views
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    • 2muchstress
    • February 4, 2003

49. Can employer prepay a contribution? Idea: put it into a segregated emp

    By Guest LisaA, February 3, 2003
    • 8 replies
    • 2.7k views
    • 
    • Larry M
    • February 4, 2003

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

    By fidu, February 4, 2003
    • 0 replies
    • 1.4k views
    • 
    • fidu
    • February 4, 2003