401(k) Plans

19,390 topics in this forum

1. 415 limits

   By Guest johng44, October 9, 2002
   • 8 replies
   • 2.8k views
   • 
   • Guest
   • October 11, 2002

2. Exclusion of Employees

   By Guest WyrickL, October 10, 2002
   • 2 replies
   • 1.6k views
   • 
   • MWeddell
   • October 11, 2002

3. ACP - Using Prior Year Testing when Current Year Discretionary Match P

   By Guest cleto, March 22, 2002
   • 5 replies
   • 1.7k views
   • 
   • KJohnson
   • October 10, 2002

4. Question on excise taxes

   By Guest BillClinton, October 10, 2002
   • 4 replies
   • 1.6k views
   • 
   • Blinky the 3-eyed Fish
   • October 10, 2002

5. Comp paid after EE termination

   By Guest D Ledden, October 9, 2002
   • 3 replies
   • 1.3k views
   • 
   • actuarysmith
   • October 10, 2002

6. RMD and post-tax contributions

   By RCK, October 8, 2002
   • 7 replies
   • 8.5k views
   • 
   • RCK
   • October 10, 2002

7. solo 401(k)

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

8. Prevailing Wage contributions included in ADP test

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

9. Ability to defer 100% of compensation

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

10. 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

11. 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

12. More rapid vesting under EGTRRA

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

13. "Severance from Employment"

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

14. 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

15. Maximum benefit at minimum salary

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

16. Coverage testing

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

17. Calculating Excise Tax & gains on late remittances.

    By MBCarey, October 3, 2002
    • 4 replies
    • 2.1k views
    • 
    • MWeddell
    • October 5, 2002

18. Eligible Employees for ADp/ACP testing?

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

19. Prior Year Testing and QMAC's

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

20. Testing - Highly Compensated and Top Heavy

    By Guest jstout2507, October 4, 2002
    • 1 reply
    • 2k views
    • 
    • Archimage
    • October 4, 2002

21. Summary Plan Description

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

22. 401(k) Deposits

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

23. 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

24. 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

25. Certifications & Limited scope audits

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

26. IRC for Loan Repayments?

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

27. loans and plan documents

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

28. 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

29. Banks charging fees to their own plan

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

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

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

31. Failed coverage test with excluded class

    By Brenda Wren, October 1, 2002
    • 3 replies
    • 2.1k views
    • 
    • E as in ERISA
    • October 2, 2002

32. 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

33. Brokerage Windows and 404(c)

    By Guest CRC02, September 30, 2002
    • 1 reply
    • 2k views
    • 
    • mbozek
    • October 1, 2002

34. 3% nonelective contribution issue

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

35. Post-Tax vs. Pre-Tax

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

36. 401k loan

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

37. Schedule P Revision necessry?

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

38. Vesting: Elapsed Time & Excluding Yrs of Service

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

39. Top Heavy Minimum Contribution

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

40. Is the Top Heavy Minimum being met?

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

41. 401K testing

    By Guest sbg, September 27, 2002
    • 1 reply
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • September 27, 2002

42. QDRO Distribution Question

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

43. Disposition of Forfeitures

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

44. Compensation definition and different matching rates

    By Guest dob, September 26, 2002
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • September 27, 2002

45. Multiple Employer Plan

    By jpod, September 26, 2002
    • 2 replies
    • 2.3k views
    • 
    • mbozek
    • September 27, 2002

46. 401(k) Hardship Safe Harbor - Post Secondary Education

    By Guest jlucc, September 17, 2002
    • 2 replies
    • 3.8k views
    • 
    • Guest
    • September 26, 2002

47. ADP Violation and Catch-Up

    By Guest Paul Hinderegger, August 15, 2002
    • 4 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • September 26, 2002

48. EGTRRA Top Heavy Question

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

49. union and safe harbor design

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

50. Failed coverage testing in super top heavy plan

    By Guest amybu99, September 25, 2002
    • 3 replies
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • September 25, 2002