401(k) Plans

19,534 topics in this forum

1. Trustee designation

   By Guest Pat Metallic, February 14, 2003
   • 2 replies
   • 1.5k views
   • 
   • jaemmons
   • February 14, 2003

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

   By austin3515, February 10, 2003
   • 12 replies
   • 4k views
   • 
   • austin3515
   • February 14, 2003

3. Top Heavy Test

   By FJR, February 14, 2003
   • 1 reply
   • 1.3k views
   • 
   • jaemmons
   • February 14, 2003

4. HCEs in the First Year of a Plan

   By Guest MAWalsh, February 13, 2003
   • 1 reply
   • 1.6k views
   • 
   • Mike Preston
   • February 13, 2003

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

   By Guest Lex, February 12, 2003
   • 2 replies
   • 4.2k views
   • 
   • mbozek
   • February 12, 2003

6. Controlled group that separates

   By Guest JDVJr, February 12, 2003
   • 1 reply
   • 1.2k views
   • 
   • E as in ERISA
   • February 12, 2003

7. Electing out of a plan

   By Guest taj32z, February 12, 2003
   • 4 replies
   • 1.6k views
   • 
   • Mike Preston
   • February 12, 2003

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

   By Guest jody303, February 12, 2003
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • February 12, 2003

9. Unused Sick Time Payments

   By DTH, February 12, 2003
   • 0 replies
   • 1.4k views
   • 
   • DTH
   • February 12, 2003

10. USSERA Tax Reporting

    By Guest cjk, February 12, 2003
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 12, 2003

11. Maximum deferral...

    By Guest RONNIE WASEL, February 12, 2003
    • 2 replies
    • 1.4k views
    • 
    • ccassetty
    • February 12, 2003

12. 401k for US co. owned 100% by German Company--Control Group???

    By Guest belfers@langgroup.com, February 11, 2003
    • 4 replies
    • 1.7k views
    • 
    • jpod
    • February 11, 2003

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

    By Guest kelly9522, February 10, 2003
    • 1 reply
    • 1.5k views
    • 
    • MWeddell
    • February 11, 2003

14. Targeted QNEC's

    By Guest blaum8, February 10, 2003
    • 8 replies
    • 4.3k views
    • 
    • Mike Preston
    • February 11, 2003

15. HCE compensation W-2 vs. 1099 income

    By Guest TLCPension, February 10, 2003
    • 1 reply
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • February 10, 2003

16. Safe Harbor/Top Heavy Plan

    By Guest LoloV, February 10, 2003
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 10, 2003

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

    By Guest jkrad, February 7, 2003
    • 4 replies
    • 2.8k views
    • 
    • QDROphile
    • February 10, 2003

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

    By Archimage, February 7, 2003
    • 6 replies
    • 2k views
    • 
    • Archimage
    • February 10, 2003

19. 402g Failure Question

    By Guest KD40, February 6, 2003
    • 3 replies
    • 4.2k views
    • 
    • Tom Poje
    • February 10, 2003

20. differing match for various companies under common control

    By Guest EBGEEK, February 8, 2003
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • February 9, 2003

21. Top Heavy

    By Guest PJR, February 4, 2003
    • 4 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 8, 2003

22. Allocations - Eligibility

    By Archimage, February 7, 2003
    • 4 replies
    • 1.6k views
    • 
    • austin3515
    • February 8, 2003

23. Who gets top heavy minimum

    By Guest lforesz, February 7, 2003
    • 1 reply
    • 2.9k views
    • 
    • austin3515
    • February 8, 2003

24. Non-safe harbor Hardship Withdrawal

    By Guest JDL, February 6, 2003
    • 4 replies
    • 7k views
    • 
    • austin3515
    • February 8, 2003

25. 415 and 404

    By Guest RBeck, February 6, 2003
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • February 7, 2003

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

    By Guest KD40, February 6, 2003
    • 1 reply
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • February 7, 2003

27. RMD Question

    By Guest SueJ, February 5, 2003
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 7, 2003

28. 402(g) violations for HCEs

    By jaemmons, February 6, 2003
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • February 6, 2003

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

    By fidu, February 5, 2003
    • 4 replies
    • 2.6k views
    • 
    • Kirk Maldonado
    • February 6, 2003

30. peo and commonly controlled company

    By Guest CAM223, February 5, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 5, 2003

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

    By KateSmithPA, February 4, 2003
    • 10 replies
    • 5.1k views
    • 
    • KateSmithPA
    • February 5, 2003

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

    By Lori H, February 5, 2003
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • February 5, 2003

33. Hardship Withdrawal from Rollover Source

    By Guest sroenigk, February 4, 2003
    • 9 replies
    • 6k views
    • 
    • E as in ERISA
    • February 5, 2003

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

    By JDuns, January 30, 2003
    • 11 replies
    • 7.6k views
    • 
    • Guest
    • February 5, 2003

35. Correcting Form 945

    By Guest bmurphy, January 24, 2003
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 5, 2003

36. Testing Question regarding Forfeitures

    By Guest KD40, February 4, 2003
    • 4 replies
    • 1.6k views
    • 
    • Tom Poje
    • February 5, 2003

37. HCE Question

    By Guest KD40, February 5, 2003
    • 1 reply
    • 1.3k views
    • 
    • Fredman
    • February 5, 2003

38. USERRA Amendment

    By Guest ooota, February 5, 2003
    • 1 reply
    • 1.5k views
    • 
    • KJohnson
    • February 5, 2003

39. 3% NEC Safe Harbor w/ permitted disparity PS allocation

    By dmb, February 5, 2003
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • February 5, 2003

40. 1099R code for an excess IRA contribution?

    By Guest UKH, February 4, 2003
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • February 5, 2003

41. Affiliated Service Groups

    By Guest Jae, August 26, 2000
    • 5 replies
    • 2.3k views
    • 
    • billfgrady
    • February 4, 2003

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

    By Guest Thornton, January 31, 2003
    • 4 replies
    • 1.9k views
    • 
    • 2muchstress
    • February 4, 2003

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

    By Guest LisaA, February 3, 2003
    • 8 replies
    • 2.9k views
    • 
    • Larry M
    • February 4, 2003

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

    By fidu, February 4, 2003
    • 0 replies
    • 1.5k views
    • 
    • fidu
    • February 4, 2003

45. Leased Employee Question

    By Guest bgiles, February 4, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 4, 2003

46. Family Attribution Rule

    By Guest rmyoung, February 3, 2003
    • 1 reply
    • 2.1k views
    • 
    • Tom Poje
    • February 4, 2003

47. Into the PEO

    By Guest Mike Schwing, February 3, 2003
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 3, 2003

48. Blackout Notice Required?

    By Guest bgiles, January 31, 2003
    • 3 replies
    • 2.8k views
    • 
    • four01kman
    • February 3, 2003

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

    By KJohnson, February 3, 2003
    • 1 reply
    • 1.6k views
    • 
    • four01kman
    • February 3, 2003

50. SIMPLE and Traditional 401(k) contributions

    By Guest Keith371, February 3, 2003
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • February 3, 2003