401(k) Plans

19,450 topics in this forum

1. Correcting Form 945

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

2. Testing Question regarding Forfeitures

   By Guest KD40, February 4, 2003
   • 4 replies
   • 1.3k views
   • 
   • Tom Poje
   • February 5, 2003

3. HCE Question

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

4. USERRA Amendment

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

5. 3% NEC Safe Harbor w/ permitted disparity PS allocation

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

6. 1099R code for an excess IRA contribution?

   By Guest UKH, February 4, 2003
   • 2 replies
   • 1.2k views
   • 
   • Appleby
   • February 5, 2003

7. Affiliated Service Groups

   By Guest Jae, August 26, 2000
   • 5 replies
   • 1.9k views
   • 
   • billfgrady
   • February 4, 2003

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

   By Guest Thornton, January 31, 2003
   • 4 replies
   • 1.7k views
   • 
   • 2muchstress
   • February 4, 2003

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

   By Guest LisaA, February 3, 2003
   • 8 replies
   • 2.6k views
   • 
   • Larry M
   • February 4, 2003

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

    By fidu, February 4, 2003
    • 0 replies
    • 1.3k views
    • 
    • fidu
    • February 4, 2003

11. Leased Employee Question

    By Guest bgiles, February 4, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 4, 2003

12. Family Attribution Rule

    By Guest rmyoung, February 3, 2003
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • February 4, 2003

13. Into the PEO

    By Guest Mike Schwing, February 3, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • February 3, 2003

14. Blackout Notice Required?

    By Guest bgiles, January 31, 2003
    • 3 replies
    • 2.5k views
    • 
    • four01kman
    • February 3, 2003

15. Timing of minutes reflecting the amount of a discretionary match.

    By KJohnson, February 3, 2003
    • 1 reply
    • 1.4k views
    • 
    • four01kman
    • February 3, 2003

16. SIMPLE and Traditional 401(k) contributions

    By Guest Keith371, February 3, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • February 3, 2003

17. $200,000 compensation limit

    By nancy, February 3, 2003
    • 0 replies
    • 1.2k views
    • 
    • nancy
    • February 3, 2003

18. Plan Entry Date Modification

    By Fred Payne, February 3, 2003
    • 1 reply
    • 1.4k views
    • 
    • Mike Preston
    • February 3, 2003

19. Compensation of employees of affiliated service groups after terminati

    By billfgrady, January 31, 2003
    • 0 replies
    • 1.2k views
    • 
    • billfgrady
    • January 31, 2003

20. Safe Harbor 401(k) for Sole Proprietor

    By MarZDoates, January 31, 2003
    • 5 replies
    • 2.8k views
    • 
    • Mike Preston
    • January 31, 2003

21. Have to stop 401(k) elective deferrals if participant gets court order

    By FJR, January 31, 2003
    • 0 replies
    • 1.2k views
    • 
    • FJR
    • January 31, 2003

22. Allocation of Profit Sharing Contributions

    By Guest Donaldson, January 31, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 31, 2003

23. Safe Harbor eligibility; Does IRS Notice 98-52 still govern re: no all

    By Guest ANNEBV, January 20, 2003
    • 9 replies
    • 2.3k views
    • 
    • Archimage
    • January 31, 2003

24. MPP merger and Last Day Rule

    By Guest Tara Curran, January 31, 2003
    • 4 replies
    • 1.3k views
    • 
    • 2muchstress
    • January 31, 2003

25. Two trips up the 415 limit OK, if employed by more than one unrelated

    By Guest sue c, January 31, 2003
    • 1 reply
    • 1.7k views
    • 
    • MGB
    • January 31, 2003

26. ADP/ACP after plan merger

    By Guest Lee Buchele, January 30, 2003
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • January 31, 2003

27. 401k Plan Mergers - Required (??) "grandfathering" of lower

    By Guest Pat2, January 30, 2003
    • 3 replies
    • 2k views
    • 
    • Mike Preston
    • January 31, 2003

28. 401(k) Hardship

    By abanky, January 30, 2003
    • 3 replies
    • 1.4k views
    • 
    • QDROphile
    • January 31, 2003

29. Bush's new plan. Repeal of Top-Heavy?

    By KJohnson, January 30, 2003
    • 1 reply
    • 1.6k views
    • 
    • MGB
    • January 30, 2003

30. Company Stock Intraday Trading

    By Guest btooz, January 21, 2003
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 29, 2003

31. deferrals from year end bonus

    By eilano, January 28, 2003
    • 5 replies
    • 1.7k views
    • 
    • QDROphile
    • January 29, 2003

32. Automatic Enrollment--Ohio

    By Guest CRC02, January 29, 2003
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 29, 2003

33. Compensation and 401k Loans

    By Guest Amanda Davis, January 28, 2003
    • 2 replies
    • 1.3k views
    • 
    • 2muchstress
    • January 28, 2003

34. 415 Limitations

    By MBCarey, January 28, 2003
    • 3 replies
    • 1.3k views
    • 
    • four01kman
    • January 28, 2003

35. Match Forfeit

    By Guest Mike Schwing, January 28, 2003
    • 3 replies
    • 1.5k views
    • 
    • Alf
    • January 28, 2003

36. Hardship Withdrawals

    By Guest west, January 28, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • January 28, 2003

37. Catch-Up Question on Off-Calendar plan?

    By Guest KD40, January 28, 2003
    • 3 replies
    • 1.4k views
    • 
    • kocak
    • January 28, 2003

38. Internal REvenue Codes

    By MBCarey, January 28, 2003
    • 2 replies
    • 1.4k views
    • 
    • Mike Preston
    • January 28, 2003

39. Partical plan termination, small plans

    By Stevo-PDX, January 28, 2003
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • January 28, 2003

40. 404(a)(4) nondiscrimination testing

    By Guest amm19, January 27, 2003
    • 3 replies
    • 3.5k views
    • 
    • Mike Preston
    • January 28, 2003

41. One-Time Irrevocable Election

    By Guest JDL, January 24, 2003
    • 3 replies
    • 2.4k views
    • 
    • QDROphile
    • January 27, 2003

42. Excess Contributions

    By Guest Joe Vasko, January 27, 2003
    • 2 replies
    • 1.2k views
    • 
    • Disco Stu
    • January 27, 2003

43. Top Heavy and Vesting

    By Earl, January 27, 2003
    • 3 replies
    • 1.8k views
    • 
    • Earl
    • January 27, 2003

44. Top-heavy contribution and 410(b) test

    By alexa, January 23, 2003
    • 2 replies
    • 2.5k views
    • 
    • kocak
    • January 27, 2003

45. How are top-heavy testing and 410(b) testing coordinated?

    By John A, March 20, 2000
    • 8 replies
    • 5k views
    • 
    • Tom Poje
    • January 27, 2003

46. simple participant loan question

    By Brenda Wren, January 23, 2003
    • 7 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • January 24, 2003

47. Claims Procedures for Defined Contribution Plans

    By Guest Donaldson, January 24, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 24, 2003

48. Claims Procedures for Defined Contribution Plans

    By Guest Donaldson, January 24, 2003
    • 0 replies
    • 1k views
    • 
    • Guest
    • January 24, 2003

49. Service-weighted plan question

    By Guest Arrojo, January 24, 2003
    • 1 reply
    • 1.3k views
    • 
    • MGB
    • January 24, 2003

50. Forfeiture Account Problem

    By Guest halencourt, January 22, 2003
    • 18 replies
    • 3k views
    • 
    • Kirk Maldonado
    • January 24, 2003