401(k) Plans

19,275 topics in this forum

1. Coverage testing

   By Guest Lex, October 5, 2002
   • 1 reply
   • 1.4k views
   • 
   • MWeddell
   • October 5, 2002

2. Calculating Excise Tax & gains on late remittances.

   By MBCarey, October 3, 2002
   • 4 replies
   • 2k views
   • 
   • MWeddell
   • October 5, 2002

3. Eligible Employees for ADp/ACP testing?

   By Guest KD40, October 3, 2002
   • 2 replies
   • 1.4k views
   • 
   • MWeddell
   • October 5, 2002

4. Prior Year Testing and QMAC's

   By Guest Robin Vatalaro, October 4, 2002
   • 0 replies
   • 1.7k views
   • 
   • Guest
   • October 4, 2002

5. Testing - Highly Compensated and Top Heavy

   By Guest jstout2507, October 4, 2002
   • 1 reply
   • 1.9k views
   • 
   • Archimage
   • October 4, 2002

6. Summary Plan Description

   By Guest mkelly, October 2, 2002
   • 4 replies
   • 2.4k views
   • 
   • Brian Gallagher
   • October 4, 2002

7. 401(k) Deposits

   By Guest SCUDDESLER, October 4, 2002
   • 7 replies
   • 1.8k views
   • 
   • jpod
   • October 4, 2002

8. Late employee contributions if employer timely remited to TPA but TPS

   By Guest moey, October 4, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • October 4, 2002

9. ADP refunds to an HCE who had a 402g failure as well?

   By Guest KD40, October 4, 2002
   • 1 reply
   • 1.9k views
   • 
   • Tom Poje
   • October 4, 2002

10. Certifications & Limited scope audits

    By austin3515, September 12, 2002
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • October 3, 2002

11. IRC for Loan Repayments?

    By Guest TAllen, October 2, 2002
    • 1 reply
    • 1.4k views
    • 
    • jaemmons
    • October 2, 2002

12. loans and plan documents

    By Guest MTransue, October 2, 2002
    • 4 replies
    • 1.6k views
    • 
    • actuarysmith
    • October 2, 2002

13. Prior Service - are eligibility and vesting tied together?

    By Guest Amy Harle, October 2, 2002
    • 6 replies
    • 1.8k views
    • 
    • E as in ERISA
    • October 2, 2002

14. Banks charging fees to their own plan

    By Guest jsample, October 1, 2002
    • 3 replies
    • 1.6k views
    • 
    • maverick
    • October 2, 2002

15. top heavy satisfied by match & Non-Key HCE

    By Earl, October 1, 2002
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • October 2, 2002

16. Failed coverage test with excluded class

    By Brenda Wren, October 1, 2002
    • 3 replies
    • 2k views
    • 
    • E as in ERISA
    • October 2, 2002

17. ADP/ACP Test & Stopping Match Mid-year

    By Guest Bdocbrock, October 1, 2002
    • 1 reply
    • 1.6k views
    • 
    • E as in ERISA
    • October 1, 2002

18. Brokerage Windows and 404(c)

    By Guest CRC02, September 30, 2002
    • 1 reply
    • 1.9k views
    • 
    • mbozek
    • October 1, 2002

19. 3% nonelective contribution issue

    By chris, September 13, 2001
    • 9 replies
    • 2.3k views
    • 
    • Tom Poje
    • September 30, 2002

20. Post-Tax vs. Pre-Tax

    By Guest Rosemary Raymer, September 30, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 30, 2002

21. 401k loan

    By Guest deidre.1@earthlink.net, September 26, 2002
    • 6 replies
    • 2.1k views
    • 
    • E as in ERISA
    • September 30, 2002

22. Schedule P Revision necessry?

    By Guest beachday, September 26, 2002
    • 3 replies
    • 1.3k views
    • 
    • AndyH
    • September 28, 2002

23. Vesting: Elapsed Time & Excluding Yrs of Service

    By Guest Ann Hubble, September 28, 2002
    • 1 reply
    • 2.2k views
    • 
    • Mike Preston
    • September 28, 2002

24. Top Heavy Minimum Contribution

    By Guest kgsingletary, September 27, 2002
    • 3 replies
    • 2k views
    • 
    • Mike Preston
    • September 28, 2002

25. Is the Top Heavy Minimum being met?

    By Guest Powers, September 27, 2002
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • September 28, 2002

26. 401K testing

    By Guest sbg, September 27, 2002
    • 1 reply
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • September 27, 2002

27. QDRO Distribution Question

    By Guest JDL, September 25, 2002
    • 13 replies
    • 2.8k views
    • 
    • E as in ERISA
    • September 27, 2002

28. Disposition of Forfeitures

    By austin3515, September 23, 2002
    • 3 replies
    • 2.2k views
    • 
    • austin3515
    • September 27, 2002

29. Compensation definition and different matching rates

    By Guest dob, September 26, 2002
    • 2 replies
    • 1.4k views
    • 
    • Blinky the 3-eyed Fish
    • September 27, 2002

30. Multiple Employer Plan

    By jpod, September 26, 2002
    • 2 replies
    • 2.2k views
    • 
    • mbozek
    • September 27, 2002

31. 401(k) Hardship Safe Harbor - Post Secondary Education

    By Guest jlucc, September 17, 2002
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • September 26, 2002

32. ADP Violation and Catch-Up

    By Guest Paul Hinderegger, August 15, 2002
    • 4 replies
    • 2.2k views
    • 
    • Blinky the 3-eyed Fish
    • September 26, 2002

33. EGTRRA Top Heavy Question

    By RTK, September 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • RTK
    • September 25, 2002

34. union and safe harbor design

    By JanetM, September 24, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 25, 2002

35. Failed coverage testing in super top heavy plan

    By Guest amybu99, September 25, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 25, 2002

36. "r" Qnec????

    By Guest KD40, September 24, 2002
    • 2 replies
    • 1.4k views
    • 
    • R. Butler
    • September 25, 2002

37. Highly comp Employee Question?

    By Guest KD40, September 24, 2002
    • 3 replies
    • 1.7k views
    • 
    • Blinky the 3-eyed Fish
    • September 24, 2002

38. required rates of return

    By Guest Jeanie, September 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • QDROphile
    • September 24, 2002

39. Group Annuity Contracts in a 401k

    By Guest pon66, April 5, 2001
    • 9 replies
    • 10.8k views
    • 
    • KJohnson
    • September 24, 2002

40. Last Day Rule Question???

    By Guest KD40, September 23, 2002
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 24, 2002

41. Loan Refinancing

    By MarZDoates, September 24, 2002
    • 6 replies
    • 3.7k views
    • 
    • MarZDoates
    • September 24, 2002

42. Catch up Contributions in a non-calendar year plan

    By Guest Steve McD, September 10, 2002
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • September 24, 2002

43. Definition of Compensation / Fiscal Year

    By BFree, September 20, 2002
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • September 24, 2002

44. True-up Match . . . for 2001!

    By Guest LKHartnett, September 23, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 23, 2002

45. Merger of a Money Purchase Plan with a Safe Harbor 401(k) Profit Shari

    By Guest EPC, September 23, 2002
    • 1 reply
    • 1.5k views
    • 
    • KJohnson
    • September 23, 2002

46. Overnight Shipping Expenses

    By Guest andmik, September 23, 2002
    • 1 reply
    • 1.9k views
    • 
    • jaemmons
    • September 23, 2002

47. 401(k) with union employees

    By FJR, September 21, 2002
    • 2 replies
    • 1.6k views
    • 
    • jaemmons
    • September 23, 2002

48. Disaggregation for ADP/ACP Testing

    By Guest KD40, September 20, 2002
    • 3 replies
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • September 20, 2002

49. Qnec

    By Guest Cricket1, September 20, 2002
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • September 20, 2002

50. Definition of Compensation

    By MarZDoates, September 20, 2002
    • 2 replies
    • 1.5k views
    • 
    • jaemmons
    • September 20, 2002