401(k) Plans

19,317 topics in this forum

1. Catch-up Contributions

   By Guest xgn7t, May 22, 2002
   • 9 replies
   • 1.8k views
   • 
   • JanetM
   • May 23, 2002

2. 25% increase in Profit Sharing plan

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

3. 401(k) participation for Brazilian citizen

   By Guest DDDlump, May 22, 2002
   • 2 replies
   • 1.7k views
   • 
   • david rigby
   • May 22, 2002

4. Regulatory Reporting Fees

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

5. Trust as beneficiary

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

6. Excise Tax for Excess Contribution

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

7. Prefunding match subject to accrual rules

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

8. Best Way To Access code and regs?

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

9. Takeover of employees by PEO

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

10. Small Plan Audit Requirements

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

11. MRD Waiver for Non-Owners

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

12. Excess match but no excess deferrals

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

13. Old 5310 and New Schedule Q

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

14. 3% safe harbor with additional match

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

15. Partial Termination and Multiple Employer Plan

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

16. 401(k) deferrals for pay period ending vs actual pay date

    By Guest susa, May 14, 2002
    • 9 replies
    • 10.9k views
    • 
    • Mike Preston
    • May 16, 2002

17. Leased employees - recognizing service

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

18. Asset purchase - distribution of plan assets

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

19. After tax that should have been pre tax

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

20. Charge for "extra" recordkeeping services

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

21. 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

22. Fidelity Bonds

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

23. 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

24. 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

25. Controlled Group Vesting

    By Guest carsca, May 13, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 13, 2002

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

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

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

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

28. ADP Compensation Testing

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

29. Farmer John the Sole Proprietor

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

30. Administration and Audits

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

31. 401(k)

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

32. current & prior year testing q

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

33. Change to employer directed from employee

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

34. Catch ups Without Regular Deferrals

    By lkpittman, April 29, 2002
    • 27 replies
    • 5.4k views
    • 
    • pjkoehler
    • May 10, 2002

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

    By John A, June 23, 2000
    • 4 replies
    • 4.4k views
    • 
    • KJohnson
    • May 10, 2002

36. CODA definition

    By Guest cfspr, May 10, 2002
    • 3 replies
    • 5.3k views
    • 
    • Guest
    • May 10, 2002

37. EGTRRA conformity

    By Guest laurad, April 25, 2002
    • 6 replies
    • 1.9k views
    • 
    • pjkoehler
    • May 9, 2002

38. 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

39. 1099 and loan default

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

40. DC Plan Fees and SPD disclosure

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

41. Fidelity Bond

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

42. Incorrect Distribution - Participant Still Employed

    By Guest UKH, May 7, 2002
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • May 8, 2002

43. Top heavy determination

    By Sully, May 8, 2002
    • 1 reply
    • 1.5k views
    • 
    • R. Butler
    • May 8, 2002

44. Hedge Fund Regulations

    By fidu, May 2, 2002
    • 2 replies
    • 1.4k views
    • 
    • fidu
    • May 8, 2002

45. 401(k) Out-of-compliance in Plan's first year

    By Guest KAGEM, May 7, 2002
    • 7 replies
    • 1.9k views
    • 
    • mbozek
    • May 7, 2002

46. Due Date for Deferrals for Partner

    By MarZDoates, May 7, 2002
    • 6 replies
    • 2.9k views
    • 
    • Archimage
    • May 7, 2002

47. WAIVING DISTRIBUTION TAXES

    By Guest CHRISTA, August 1, 2000
    • 7 replies
    • 2.2k views
    • 
    • david rigby
    • May 7, 2002

48. Control Groups

    By Guest tcunagin, May 6, 2002
    • 2 replies
    • 1.9k views
    • 
    • R. Butler
    • May 7, 2002

49. Market Timing Restrictions

    By Guest MikeH, May 6, 2002
    • 1 reply
    • 4.6k views
    • 
    • Guest
    • May 6, 2002

50. IRS Audit - missing original plan document

    By Guest ubpMR, May 2, 2002
    • 16 replies
    • 4.6k views
    • 
    • Mike Preston
    • May 6, 2002