401(k) Plans

19,275 topics in this forum

1. Catch-up Contributions in a non-calendar year plan

   By Guest Giovanni, March 28, 2002
   • 4 replies
   • 1.8k views
   • 
   • Mike Preston
   • April 2, 2002

2. life insurance in a qualified plan for the self-employed individual.

   By MR, March 28, 2002
   • 0 replies
   • 1.3k views
   • 
   • MR
   • March 28, 2002

3. Failed ACP Test- Plan Termination

   By Guest UKH, March 27, 2002
   • 2 replies
   • 2k views
   • 
   • Tom Poje
   • March 28, 2002

4. Controlled Group Top Heavy Aggregation

   By R. Butler, March 27, 2002
   • 3 replies
   • 2.4k views
   • 
   • R. Butler
   • March 28, 2002

5. 5500 Reporting for Self Directed Accounts

   By Guest JCatt, March 27, 2002
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • March 27, 2002

6. Vesting for term'd EE during merger

   By Guest RLD, March 27, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • March 27, 2002

7. Hardship safe harbor definition

   By doombuggy, March 27, 2002
   • 1 reply
   • 1.8k views
   • 
   • R. Butler
   • March 27, 2002

8. Sample Employer Policy on frequency allowing changes to deferrals?

   By Guest JPAdmin, March 26, 2002
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • March 28, 2002

9. ERs lifting company stock restrictions?

   By Guest dmj1998, March 26, 2002
   • 1 reply
   • 1.4k views
   • 
   • k man
   • October 22, 2003

10. 401(k) loan: Leave of absence

    By Guest FAQ, March 26, 2002
    • 0 replies
    • 5.9k views
    • 
    • Guest
    • March 26, 2002

11. Five year forward averaging

    By Guest turbodiesel39, March 25, 2002
    • 1 reply
    • 3.1k views
    • 
    • david rigby
    • March 25, 2002

12. Safe Harbor (Non-elective 3%) - HELP!

    By lkpittman, March 25, 2002
    • 10 replies
    • 2.6k views
    • 
    • lkpittman
    • March 27, 2002

13. Definition of Compensation

    By Guest JEP, March 25, 2002
    • 2 replies
    • 1.7k views
    • 
    • Mike Preston
    • March 26, 2002

14. Blackouts

    By Guest hitt24, March 25, 2002
    • 35 replies
    • 6.7k views
    • 
    • KJohnson
    • April 9, 2002

15. PEO/Form 5330 situation

    By Guest Robin Vatalaro, March 22, 2002
    • 11 replies
    • 2.8k views
    • 
    • Guest
    • April 2, 2002

16. State and local government 401(k)s

    By Guest Donaldson, March 22, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 22, 2002

17. Force Out Distribution to Separated Participant

    By Guest amm19, March 22, 2002
    • 9 replies
    • 4k views
    • 
    • Guest
    • August 5, 2002

18. GUST and EGTRA plan restatments for a terminated plan

    By Guest smhjr, March 22, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • March 24, 2002

19. Eligibility of a Rehired Employee

    By Guest KevinP, March 22, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • January 9, 2003

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

    By Guest cleto, March 22, 2002
    • 5 replies
    • 1.6k views
    • 
    • KJohnson
    • October 10, 2002

21. safe harbor deemed not top-heavy

    By Guest ERIC STRAND, March 21, 2002
    • 1 reply
    • 2k views
    • 
    • Tom Poje
    • March 21, 2002

22. retroactive change in plan

    By Earl, March 21, 2002
    • 0 replies
    • 1.3k views
    • 
    • Earl
    • March 21, 2002

23. key employee determination

    By Guest ERIC STRAND, March 21, 2002
    • 1 reply
    • 1.8k views
    • 
    • Blinky the 3-eyed Fish
    • March 22, 2002

24. Is Contribution due for ex- partner?

    By Guest Renegade, March 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • Archimage
    • March 21, 2002

25. Highly comp only putting after tax money, testing required?

    By Guest Kim S., March 21, 2002
    • 8 replies
    • 1.5k views
    • 
    • Guest
    • March 22, 2002

26. Safe Harbor

    By PMC, March 21, 2002
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • March 21, 2002

27. QNEC Allocation

    By Guest Tina Pickard, March 21, 2002
    • 1 reply
    • 2.5k views
    • 
    • Blinky the 3-eyed Fish
    • March 22, 2002

28. Profit Sharing Plans

    By Guest blb, March 21, 2002
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 22, 2002

29. Statement of Plan Compliance for vendor to sign off on each quarter

    By alexa, March 20, 2002
    • 2 replies
    • 1.6k views
    • 
    • Archimage
    • March 21, 2002

30. Deferrals Based on Non-Compete Payments?

    By Christine Roberts, March 20, 2002
    • 16 replies
    • 4.7k views
    • 
    • IRC401
    • March 21, 2002

31. Catch-up Contributions on Off-Calander Plans

    By Guest sritts, March 20, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 20, 2002

32. Can contributions exceed compensation?

    By Guest Bob Monte, March 20, 2002
    • 6 replies
    • 2.9k views
    • 
    • Guest
    • March 21, 2002

33. Catch-up contribution form

    By stephen, March 19, 2002
    • 3 replies
    • 2.1k views
    • 
    • Mike Preston
    • March 22, 2002

34. Terminated 401(k) participant distribution.

    By Guest tcunagin, March 19, 2002
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • March 20, 2002

35. Required Minimum Distribution

    By Guest PRafferty, March 19, 2002
    • 2 replies
    • 1.5k views
    • 
    • mbozek
    • March 19, 2002

36. Employer Deductible Contribution

    By Guest KevinP, March 19, 2002
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 19, 2002

37. MVRA Revisited - Expense Allocation

    By Guest halka, March 18, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 18, 2002

38. Clarification on forfeitures included or not in ADP/ACP test?

    By Guest Kim S., March 18, 2002
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • March 18, 2002

39. Partial Plan Termination

    By Guest CCarter, March 18, 2002
    • 16 replies
    • 5.8k views
    • 
    • Guest
    • August 4, 2009

40. QERP and QES

    By fidu, March 18, 2002
    • 5 replies
    • 2.2k views
    • 
    • fidu
    • March 22, 2002

41. Match after a break-in-service

    By Guest LLandau, March 18, 2002
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • March 18, 2002

42. GLB BSA and USA Patriot act.

    By fidu, March 18, 2002
    • 0 replies
    • 1.6k views
    • 
    • fidu
    • March 18, 2002

43. For a qualified distribution, do participants still pay taxes based on

    By Guest dhoefer, March 16, 2002
    • 4 replies
    • 1.4k views
    • 
    • RCK
    • March 18, 2002

44. HCE only 401(k)

    By Earl, March 16, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 19, 2002

45. Employee Participation Survey

    By Guest mr.pension, March 16, 2002
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • March 20, 2002

46. Payments to Participants by TPA (not a trustee)

    By Guest Libby, March 15, 2002
    • 4 replies
    • 1.7k views
    • 
    • david rigby
    • March 18, 2002

47. Safe Harbor 401(k) Plan Changes its Plan Year

    By John A, March 15, 2002
    • 0 replies
    • 1.5k views
    • 
    • John A
    • March 15, 2002

48. Eligibility

    By pmacduff, March 15, 2002
    • 13 replies
    • 3.5k views
    • 
    • Tom Poje
    • February 14, 2013

49. 401(k) eligiblity

    By cdavis25, March 15, 2002
    • 0 replies
    • 1.1k views
    • 
    • cdavis25
    • March 15, 2002

50. Union 401K Plan and Non-Discrimination Testing (ADP/ACP)

    By Guest ROB VIDOVICH, March 15, 2002
    • 1 reply
    • 5.8k views
    • 
    • KJohnson
    • March 15, 2002