401(k) Plans

19,275 topics in this forum

1. 401(a)(9)

   By Guest pjb, May 24, 2002
   • 4 replies
   • 1.8k views
   • 
   • Guest
   • May 28, 2002

2. Tips for passing ADP test - plan with large number of transient worker

   By maverick, May 24, 2002
   • 7 replies
   • 1.9k views
   • 
   • maverick
   • May 24, 2002

3. Plan merger - different plan years/ different vesting methods

   By Guest qualified plan, May 23, 2002
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • May 24, 2002

4. Safe Harbor Match and Disc Match in a new Plan effective for 2002

   By Guest KMB, May 23, 2002
   • 1 reply
   • 1.5k views
   • 
   • Archimage
   • May 24, 2002

5. Restating a 401(k) Simple Plan

   By pbarrett, May 23, 2002
   • 2 replies
   • 1.8k views
   • 
   • Mike Preston
   • May 24, 2002

6. $170k Annunal Compensation Limits in Year End Testing

   By Guest Jennifer M., May 23, 2002
   • 1 reply
   • 1.4k views
   • 
   • rcline46
   • May 23, 2002

7. Gramm-Leach-Bliley push out provisions

   By fidu, May 13, 2002
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • May 23, 2002

8. Qpam

   By fidu, May 16, 2002
   • 6 replies
   • 2.4k views
   • 
   • Guest
   • May 23, 2002

9. Catch-up Contributions

   By Guest xgn7t, May 22, 2002
   • 9 replies
   • 1.7k views
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   • JanetM
   • May 23, 2002

10. 25% increase in Profit Sharing plan

    By FJR, May 23, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mike Preston
    • May 23, 2002

11. 401(k) participation for Brazilian citizen

    By Guest DDDlump, May 22, 2002
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • May 22, 2002

12. Regulatory Reporting Fees

    By fidu, May 22, 2002
    • 0 replies
    • 1.2k views
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    • fidu
    • May 22, 2002

13. Trust as beneficiary

    By Guest andmik, May 21, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • May 22, 2002

14. Excise Tax for Excess Contribution

    By Guest kgsingletary, May 22, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 22, 2002

15. Prefunding match subject to accrual rules

    By Guest Jennifer Reid, May 21, 2002
    • 4 replies
    • 2k views
    • 
    • IRC401
    • May 21, 2002

16. Best Way To Access code and regs?

    By Guest FREE401k, May 20, 2002
    • 7 replies
    • 1.6k views
    • 
    • MGB
    • May 21, 2002

17. Takeover of employees by PEO

    By Guest Thornton, May 13, 2002
    • 5 replies
    • 1.7k views
    • 
    • alanm
    • May 21, 2002

18. Small Plan Audit Requirements

    By Blinky the 3-eyed Fish, May 20, 2002
    • 1 reply
    • 1.5k views
    • 
    • KateSmithPA
    • May 21, 2002

19. MRD Waiver for Non-Owners

    By Guest kgsingletary, May 20, 2002
    • 2 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 20, 2002

20. Excess match but no excess deferrals

    By Guest LLandau, May 16, 2002
    • 4 replies
    • 2k views
    • 
    • pjkoehler
    • May 17, 2002

21. Old 5310 and New Schedule Q

    By Guest PJW, May 16, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • May 16, 2002

22. 3% safe harbor with additional match

    By R. Butler, March 2, 2001
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • May 16, 2002

23. Partial Termination and Multiple Employer Plan

    By Guest CRC02, May 15, 2002
    • 2 replies
    • 2.5k views
    • 
    • Mike Preston
    • May 16, 2002

24. 401(k) deferrals for pay period ending vs actual pay date

    By Guest susa, May 14, 2002
    • 9 replies
    • 10.5k views
    • 
    • Mike Preston
    • May 16, 2002

25. Leased employees - recognizing service

    By Guest Kelly Igel, May 15, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • May 16, 2002

26. Asset purchase - distribution of plan assets

    By PMC, May 15, 2002
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • May 15, 2002

27. After tax that should have been pre tax

    By Guest mkelly, May 14, 2002
    • 1 reply
    • 1.7k views
    • 
    • mbozek
    • May 15, 2002

28. Charge for "extra" recordkeeping services

    By Guest FREE401k, May 14, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • May 15, 2002

29. Suspend EE and ER Matching Contributions To 401k Plan

    By Guest ROB VIDOVICH, May 14, 2002
    • 6 replies
    • 4.5k views
    • 
    • Mike Preston
    • May 15, 2002

30. Fidelity Bonds

    By Guest MatthewW, May 14, 2002
    • 1 reply
    • 1.7k views
    • 
    • Mike Preston
    • May 15, 2002

31. Participant over 415 limit & plan limit but already rolled $ out o

    By Guest CCarter, May 14, 2002
    • 3 replies
    • 1.4k views
    • 
    • Mike Preston
    • May 15, 2002

32. Change in business structure, what to do with 401k?

    By Guest LTurner, May 10, 2002
    • 3 replies
    • 1.5k views
    • 
    • Blinky the 3-eyed Fish
    • May 14, 2002

33. Controlled Group Vesting

    By Guest carsca, May 13, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 13, 2002

34. Takeover 401(k) sub-s plan with owner(participant) loans.

    By pbarrett, August 18, 2000
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • May 13, 2002

35. PEOs, Rev Proc 2002-21 and Multiple Employer Plans

    By Guest ubpMR, May 9, 2002
    • 2 replies
    • 1.9k views
    • 
    • KJohnson
    • May 13, 2002

36. ADP Compensation Testing

    By Guest SPOT, May 10, 2002
    • 4 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 13, 2002

37. Farmer John the Sole Proprietor

    By Guest Donkey Kong, May 7, 2002
    • 2 replies
    • 1.7k views
    • 
    • GBurns
    • May 11, 2002

38. Administration and Audits

    By Guest Melissa Winslow, April 24, 2002
    • 10 replies
    • 2.2k views
    • 
    • BeckyMiller
    • May 10, 2002

39. 401(k)

    By Guest JFBEARB, May 9, 2002
    • 2 replies
    • 1.6k views
    • 
    • Blinky the 3-eyed Fish
    • May 10, 2002

40. current & prior year testing q

    By Earl, August 5, 2000
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 10, 2002

41. Change to employer directed from employee

    By Guest S FISCHER, May 8, 2002
    • 19 replies
    • 3k views
    • 
    • mbozek
    • May 10, 2002

42. Catch ups Without Regular Deferrals

    By lkpittman, April 29, 2002
    • 27 replies
    • 5.3k views
    • 
    • pjkoehler
    • May 10, 2002

43. How is interest calculated when plan sponsor is late contributing sala

    By John A, June 23, 2000
    • 4 replies
    • 4.3k views
    • 
    • KJohnson
    • May 10, 2002

44. CODA definition

    By Guest cfspr, May 10, 2002
    • 3 replies
    • 5.2k views
    • 
    • Guest
    • May 10, 2002

45. EGTRRA conformity

    By Guest laurad, April 25, 2002
    • 6 replies
    • 1.8k views
    • 
    • pjkoehler
    • May 9, 2002

46. particpant loan rolled into a qualified plan within sixty days

    By Guest Jeanie, May 9, 2002
    • 2 replies
    • 1.4k views
    • 
    • QDROphile
    • May 9, 2002

47. 1099 and loan default

    By Guest andmik, May 9, 2002
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 9, 2002

48. DC Plan Fees and SPD disclosure

    By alexa, May 9, 2002
    • 0 replies
    • 1.4k views
    • 
    • alexa
    • May 9, 2002

49. Fidelity Bond

    By Guest Matt77, May 8, 2002
    • 2 replies
    • 1.5k views
    • 
    • Mike Preston
    • May 9, 2002

50. Incorrect Distribution - Participant Still Employed

    By Guest UKH, May 7, 2002
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • May 8, 2002