401(k) Plans

19,413 topics in this forum

1. Plan Audits (for large plans- 5500 Sch. H)

   By Guest rachd, October 17, 2002
   • 5 replies
   • 1.8k views
   • 
   • austin3515
   • October 18, 2002

2. Retroactive Amendment to Add Related Employer?

   By Guest Cricket1, October 16, 2002
   • 3 replies
   • 2.8k views
   • 
   • austin3515
   • October 17, 2002

3. max contribution allocation

   By Guest tbt, October 17, 2002
   • 1 reply
   • 1.3k views
   • 
   • austin3515
   • October 17, 2002

4. Controll group

   By Guest JFBEARB, September 13, 2002
   • 13 replies
   • 2.5k views
   • 
   • jaemmons
   • October 16, 2002

5. 401K Report Information

   By Guest pctesa, October 15, 2002
   • 8 replies
   • 2.3k views
   • 
   • Brian Gallagher
   • October 16, 2002

6. Beneficiaries

   By Guest Julie, October 16, 2002
   • 1 reply
   • 1.2k views
   • 
   • Brian Gallagher
   • October 16, 2002

7. projected 2002 contributions

   By FJR, October 15, 2002
   • 2 replies
   • 1.4k views
   • 
   • Blinky the 3-eyed Fish
   • October 16, 2002

8. Match True Up and the affect of Payroll Adjustments

   By Guest susanward, October 14, 2002
   • 2 replies
   • 4.1k views
   • 
   • Tom Poje
   • October 16, 2002

9. When do you need to make minimum distributions in a Profit Sharing Pla

   By Guest Michael Anderson, October 15, 2002
   • 2 replies
   • 1.5k views
   • 
   • Tom Poje
   • October 16, 2002

10. Loan Fees on SPD

    By Guest KJSpaeth, October 14, 2002
    • 8 replies
    • 2.4k views
    • 
    • Kirk Maldonado
    • October 15, 2002

11. Match True up

    By Guest susanward, October 9, 2002
    • 1 reply
    • 2.2k views
    • 
    • austin3515
    • October 15, 2002

12. Who can be a trustee?

    By Guest Jimmy B, April 2, 2002
    • 15 replies
    • 8.9k views
    • 
    • Guest
    • October 15, 2002

13. Peo

    By Guest Lex, October 2, 2002
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 15, 2002

14. UK Taxation of 401(k) Distributions

    By JWK, April 1, 2002
    • 9 replies
    • 4.9k views
    • 
    • mbozek
    • October 15, 2002

15. EE terminates from one company in control group and begins to work for

    By Guest LLandau, October 14, 2002
    • 7 replies
    • 5.3k views
    • 
    • austin3515
    • October 15, 2002

16. Temporary Eligibility for a 401(k) Arrangement

    By Guest koolkid, October 9, 2002
    • 12 replies
    • 2.9k views
    • 
    • austin3515
    • October 15, 2002

17. Missed Payroll Contributions

    By Guest Ray Corneau, October 4, 2002
    • 5 replies
    • 2.3k views
    • 
    • MWeddell
    • October 15, 2002

18. Key Employee

    By Guest jstout2507, October 13, 2002
    • 1 reply
    • 1.5k views
    • 
    • Tom Poje
    • October 14, 2002

19. Late matching contribution (but not too late!) - provide earnings?

    By Guest timb, January 10, 2002
    • 10 replies
    • 9.6k views
    • 
    • austin3515
    • October 12, 2002

20. Employer Contributions Due the Plan

    By austin3515, October 11, 2002
    • 1 reply
    • 1.5k views
    • 
    • Kirk Maldonado
    • October 12, 2002

21. Merger???

    By chris, October 11, 2002
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • October 11, 2002

22. Voluntary Contributions

    By Guest Ray Corneau, October 9, 2002
    • 5 replies
    • 1.9k views
    • 
    • Brian Gallagher
    • October 11, 2002

23. The Effect of Social Security Wage Base on the Decision to Maximize El

    By Guest CAROLINE, March 14, 2002
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • October 11, 2002

24. 415 limits

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

25. Exclusion of Employees

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

26. 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

27. Question on excise taxes

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

28. Comp paid after EE termination

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

29. RMD and post-tax contributions

    By RCK, October 8, 2002
    • 7 replies
    • 8.6k views
    • 
    • RCK
    • October 10, 2002

30. solo 401(k)

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

31. Prevailing Wage contributions included in ADP test

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

32. Ability to defer 100% of compensation

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

33. 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

34. 3% Safe Harbor 401(k) w/ X-tested PS

    By dmb, October 7, 2002
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • October 7, 2002

35. More rapid vesting under EGTRRA

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

36. "Severance from Employment"

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

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

    By Guest andmik, October 7, 2002
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 7, 2002

38. Maximum benefit at minimum salary

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

39. Coverage testing

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

40. Calculating Excise Tax & gains on late remittances.

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

41. Eligible Employees for ADp/ACP testing?

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

42. Prior Year Testing and QMAC's

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

43. Testing - Highly Compensated and Top Heavy

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

44. Summary Plan Description

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

45. 401(k) Deposits

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

46. 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

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

    By Guest KD40, October 4, 2002
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • October 4, 2002

48. Certifications & Limited scope audits

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

49. IRC for Loan Repayments?

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

50. loans and plan documents

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