401(k) Plans

19,334 topics in this forum

1. solo 401(k)

   By Guest Pat Metallic, October 7, 2002
   • 7 replies
   • 2.1k views
   • 
   • Guest
   • October 9, 2002

2. Prevailing Wage contributions included in ADP test

   By 2muchstress, October 9, 2002
   • 2 replies
   • 2.4k views
   • 
   • 2muchstress
   • October 9, 2002

3. Ability to defer 100% of compensation

   By Guest Diane DuFresne, October 8, 2002
   • 4 replies
   • 4.2k views
   • 
   • david rigby
   • October 8, 2002

4. Prior-employer compensation in DC plan?

   By Guest Carol L, October 7, 2002
   • 1 reply
   • 1.3k views
   • 
   • Blinky the 3-eyed Fish
   • October 8, 2002

5. 3% Safe Harbor 401(k) w/ X-tested PS

   By dmb, October 7, 2002
   • 2 replies
   • 1.5k views
   • 
   • Blinky the 3-eyed Fish
   • October 7, 2002

6. More rapid vesting under EGTRRA

   By Brenda Wren, October 1, 2002
   • 10 replies
   • 2.6k views
   • 
   • Brian Gallagher
   • October 7, 2002

7. "Severance from Employment"

   By Guest kkost, October 7, 2002
   • 0 replies
   • 2.2k views
   • 
   • Guest
   • October 7, 2002

8. Interest Accrual Application If Loan Is Paid in Full During Cure Perio

   By Guest andmik, October 7, 2002
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • October 7, 2002

9. Maximum benefit at minimum salary

   By Guest Ed Walker, October 3, 2002
   • 5 replies
   • 1.6k views
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   • Mike Preston
   • October 5, 2002

10. Coverage testing

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

11. Calculating Excise Tax & gains on late remittances.

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

12. Eligible Employees for ADp/ACP testing?

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

13. Prior Year Testing and QMAC's

    By Guest Robin Vatalaro, October 4, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • October 4, 2002

14. Testing - Highly Compensated and Top Heavy

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

15. Summary Plan Description

    By Guest mkelly, October 2, 2002
    • 4 replies
    • 2.5k views
    • 
    • Brian Gallagher
    • October 4, 2002

16. 401(k) Deposits

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

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

    By Guest moey, October 4, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 4, 2002

18. 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

19. Certifications & Limited scope audits

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

20. IRC for Loan Repayments?

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

21. loans and plan documents

    By Guest MTransue, October 2, 2002
    • 4 replies
    • 1.7k views
    • 
    • actuarysmith
    • October 2, 2002

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

    By Guest Amy Harle, October 2, 2002
    • 6 replies
    • 1.9k views
    • 
    • E as in ERISA
    • October 2, 2002

23. Banks charging fees to their own plan

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

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

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

25. Failed coverage test with excluded class

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

26. 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

27. Brokerage Windows and 404(c)

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

28. 3% nonelective contribution issue

    By chris, September 13, 2001
    • 9 replies
    • 2.4k views
    • 
    • Tom Poje
    • September 30, 2002

29. Post-Tax vs. Pre-Tax

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

30. 401k loan

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

31. Schedule P Revision necessry?

    By Guest beachday, September 26, 2002
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • September 28, 2002

32. Vesting: Elapsed Time & Excluding Yrs of Service

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

33. Top Heavy Minimum Contribution

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

34. Is the Top Heavy Minimum being met?

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

35. 401K testing

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

36. QDRO Distribution Question

    By Guest JDL, September 25, 2002
    • 13 replies
    • 2.9k views
    • 
    • E as in ERISA
    • September 27, 2002

37. Disposition of Forfeitures

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

38. 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

39. Multiple Employer Plan

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

40. 401(k) Hardship Safe Harbor - Post Secondary Education

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

41. 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

42. EGTRRA Top Heavy Question

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

43. union and safe harbor design

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

44. 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

45. "r" Qnec????

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

46. Highly comp Employee Question?

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

47. required rates of return

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

48. Group Annuity Contracts in a 401k

    By Guest pon66, April 5, 2001
    • 9 replies
    • 11.1k views
    • 
    • KJohnson
    • September 24, 2002

49. Last Day Rule Question???

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

50. Loan Refinancing

    By MarZDoates, September 24, 2002
    • 6 replies
    • 3.8k views
    • 
    • MarZDoates
    • September 24, 2002